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 |
|---|---|---|---|---|---|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
10,476
shares
|
$2.44 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Uncommon Cents Investing LLC
|
Jan 16, 2025 Q4 2024 |
10,457
shares
|
$2.44 Million
0.79% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Wiser Wealth Management, Inc
|
Jan 14, 2025 Q4 2024 |
10,448
shares
|
$2.44 Million
0.74% of portfolio
|
Q4 2024
Added 11.95%
|
|
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
Nov 13, 2024 Q3 2024 |
10,443
shares
|
$2.44 Million
1.54% of portfolio
|
Q2 2024
Reduced 4.57%
|
|
|
Newton One Investments LLC
|
Jan 24, 2025 Q4 2024 |
10,423
shares
|
$2.43 Million
1.01% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2024 Q3 2024 |
10,421
shares
|
$2.43 Million
2.66% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
10,413
shares
|
$2.43 Million
1.6% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
10,349
shares
|
$2.41 Million
0.86% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
10,341
shares
|
$2.41 Million
1.74% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Feb 05, 2025 Q4 2024 |
10,340
shares
|
$2.41 Million
2.3% of portfolio
|
Q4 2024
New holding
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
10,329
shares
|
$2.41 Million
2.57% of portfolio
|
Q2 2024
Added 11.8%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jan 17, 2025 Q4 2024 |
10,317
shares
|
$2.41 Million
2.1% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
10,309
shares
|
$2.4 Million
2.08% of portfolio
|
Q2 2024
Added 2.21%
|
|
|
Pavion Blue Capital, LLC
|
Feb 03, 2025 Q4 2024 |
10,288
shares
|
$2.4 Million
1.23% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
10,264
shares
|
$2.39 Million
4.64% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
|
Hgk Asset Management Inc
|
Feb 03, 2025 Q4 2024 |
10,248
shares
|
$2.39 Million
0.48% of portfolio
|
Q4 2024
Reduced 8.77%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Feb 05, 2025 Q4 2024 |
10,223
shares
|
$2.38 Million
2.03% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Ionic Capital Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,200
shares
|
$2.38 Million
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Feb 04, 2025 Q4 2024 |
10,199
shares
|
$2.38 Million
2.0% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Feb 03, 2025 Q4 2024 |
10,194
shares
|
$2.38 Million
1.29% of portfolio
|
Q4 2024
New holding
|
|
|
Stelac Advisory Services LLC
New York, NY |
Nov 05, 2024 Q3 2024 |
10,184
shares
|
$2.38 Million
0.99% of portfolio
|
Q3 2024
Added 12.93%
|
|
|
Brand Asset Management Group, Inc.
|
Jan 15, 2025 Q4 2024 |
10,180
shares
|
$2.37 Million
1.05% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
10,177
shares
|
$2.37 Million
0.71% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
10,173
shares
|
$2.37 Million
2.52% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
10,151
shares
|
$2.37 Million
2.89% of portfolio
|
Q3 2024
Added 2.06%
|