Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,841 institutions that hold shares in the stock, with a total of 8.69 Billion shares, which have been reported (via 13F filing form) to have a value of $2.06 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Investment Services Of America, Inc.
|
Jan 27, 2025 Q4 2024 |
8,754
shares
|
$2.08 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
8,748
shares
|
$2.08 Million
0.54% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Bcm Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
8,736
shares
|
$2.08 Million
0.46% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Oct 21, 2024 Q3 2024 |
8,732
shares
|
$2.07 Million
0.08% of portfolio
|
Q3 2024
Added 329.09%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
8,725
shares
|
$2.07 Million
2.19% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Clark & Stuart, Inc
Portland, ME |
Jan 13, 2025 Q4 2024 |
8,721
shares
|
$2.07 Million
1.6% of portfolio
|
Q4 2024
New holding
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Oct 29, 2024 Q3 2024 |
8,715
shares
|
$2.07 Million
0.57% of portfolio
|
Q3 2024
Added 6.89%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
Nov 12, 2024 Q3 2024 |
8,690
shares
|
$2.06 Million
1.06% of portfolio
|
Q3 2023
New holding
|
|
|
Paragon Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
8,685
shares
|
$2.06 Million
0.86% of portfolio
|
Q4 2024
Added 21.84%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Nov 04, 2024 Q3 2024 |
8,678
shares
|
$2.06 Million
1.1% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
17 Capital Partners, LLC
|
Jan 28, 2025 Q4 2024 |
8,674
shares
|
$2.06 Million
1.39% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
8,670
shares
|
$2.06 Million
1.5% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Altus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
8,669
shares
|
$2.06 Million
0.98% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Grange Capital, LLC
Beaverton, OR |
Jan 21, 2025 Q4 2024 |
8,669
shares
|
$2.06 Million
2.28% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
8,667
shares
|
$2.06 Million
1.6% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
8,659
shares
|
$2.06 Million
0.84% of portfolio
|
Q3 2024
Added 10.67%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Nov 19, 2024 Q3 2024 |
8,641
shares
|
$2.05 Million
1.11% of portfolio
|
Q3 2024
New holding
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jan 30, 2025 Q4 2024 |
8,641
shares
|
$2.05 Million
1.94% of portfolio
|
Q4 2024
New holding
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2024 Q3 2024 |
8,620
shares
|
$2.05 Million
0.49% of portfolio
|
Q3 2024
Reduced 46.39%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
8,616
shares
|
$2.05 Million
0.46% of portfolio
|
Q2 2024
Added 1.89%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Jan 21, 2025 Q4 2024 |
8,604
shares
|
$2.04 Million
1.89% of portfolio
|
Q4 2024
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
8,597
shares
|
$2.04 Million
1.02% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Jan 30, 2025 Q4 2024 |
8,597
shares
|
$2.04 Million
1.69% of portfolio
|
Q4 2024
New holding
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Oct 23, 2024 Q3 2024 |
8,582
shares
|
$2.04 Million
1.64% of portfolio
|
Q3 2024
New holding
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Jan 21, 2025 Q3 2024 |
8,560
shares
|
$2.03 Million
1.28% of portfolio
|
Q3 2024
Reduced 1.11%
|