Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,923 institutions that hold shares in the stock, with a total of 8.74 Billion shares, which have been reported (via 13F filing form) to have a value of $2.04 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
10,861
shares
|
$2.53 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jan 28, 2025 Q4 2024 |
10,853
shares
|
$2.53 Million
1.52% of portfolio
|
Q4 2024
Added 20.75%
|
|
|
Monte Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
10,847
shares
|
$2.53 Million
1.17% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Wulff, Hansen & Co.
|
Nov 12, 2024 Q3 2024 |
10,844
shares
|
$2.53 Million
2.55% of portfolio
|
Q2 2024
Reduced 99.53%
|
|
|
Carmel Capital Partners, LLC
|
Feb 06, 2025 Q4 2024 |
10,819
shares
|
$2.52 Million
1.16% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Jan 22, 2025 Q4 2024 |
10,797
shares
|
$2.52 Million
1.21% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
10,787
shares
|
$2.52 Million
0.59% of portfolio
|
Q2 2022
Reduced 86.64%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
10,785
shares
|
$2.52 Million
0.63% of portfolio
|
Q4 2024
Added 40.48%
|
|
|
Pinnacle Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
10,771
shares
|
$2.51 Million
3.03% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Roth Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
10,765
shares
|
$2.51 Million
1.07% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Veery Capital, LLC
|
Jan 15, 2025 Q4 2024 |
10,765
shares
|
$2.51 Million
1.03% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
Nov 13, 2024 Q3 2024 |
10,750
shares
|
$2.51 Million
1.48% of portfolio
|
Q3 2024
New holding
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
10,728
shares
|
$2.5 Million
6.22% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
360 Financial, Inc.
|
Nov 14, 2024 Q3 2024 |
10,725
shares
|
$2.5 Million
0.94% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Dec 09, 2024 Q3 2024 |
10,717
shares
|
$2.5 Million
1.67% of portfolio
|
Q3 2024
Reduced 20.35%
|
|
|
Shayne & Co., LLC
|
Feb 04, 2025 Q4 2024 |
10,702
shares
|
$2.5 Million
0.72% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Compton Capital Management Inc
|
Aug 09, 2023 Q2 2023 |
10,701
shares
|
$2.5 Million
48.06% of portfolio
|
Q2 2023
Reduced 85.27%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
10,657
shares
|
$2.49 Million
0.8% of portfolio
|
Q3 2023
Reduced 15.85%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jan 13, 2025 Q4 2024 |
10,653
shares
|
$2.48 Million
0.72% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Lake Hills Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
10,642
shares
|
$2.48 Million
1.78% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Dopkins Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
10,600
shares
|
$2.47 Million
2.05% of portfolio
|
Q3 2024
Reduced 30.54%
|
|
|
Clifford Group, LLC
Wayland, MA |
Nov 12, 2024 Q3 2024 |
10,580
shares
|
$2.47 Million
1.92% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
10,575
shares
|
$2.47 Million
1.17% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Jan 23, 2025 Q4 2024 |
10,568
shares
|
$2.46 Million
0.72% of portfolio
|
Q2 2024
Reduced 2.19%
|
|
|
United Maritime Capital LLC
New York, NY |
Nov 10, 2022 Q3 2022 |
10,568
shares
|
$2.46 Million
9.6% of portfolio
|
Q3 2022
Added 604.53%
|