Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,821 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 $2.08 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jan 29, 2025 Q4 2024 |
8,555
shares
|
$2.03 Million
1.46% of portfolio
|
Q4 2024
New holding
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,540
shares
|
$2.03 Million
0.06% of portfolio
|
Q3 2024
Reduced 92.48%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jan 17, 2025 Q4 2024 |
8,528
shares
|
$2.03 Million
2.09% of portfolio
|
Q4 2024
New holding
|
|
|
Tru Independence Asset Management 2, LLC
|
Jan 22, 2025 Q4 2024 |
8,519
shares
|
$2.02 Million
2.01% of portfolio
|
Q3 2024
Reduced 63.61%
|
|
|
Stevard, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,518
shares
|
$2.02 Million
8.07% of portfolio
|
Q3 2024
Reduced 33.57%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Jan 30, 2025 Q4 2024 |
8,509
shares
|
$2.02 Million
1.74% of portfolio
|
Q4 2024
Added 7.22%
|
|
|
Tobam
|
Jan 28, 2025 Q4 2024 |
8,506
shares
|
$2.02 Million
0.65% of portfolio
|
Q4 2024
Reduced 33.73%
|
|
|
High Pines Wealth Management, LLC
Duxbury, MA |
Jan 12, 2024 Q4 2023 |
8,506
shares
|
$2.02 Million
2.5% of portfolio
|
Q4 2023
Added 0.69%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
8,504
shares
|
$2.02 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Proem Advisors LLC
|
Nov 08, 2022 Q3 2022 |
8,500
shares
|
$2.02 Million
1.95% of portfolio
|
Q3 2022
New holding
|
|
|
Olio Financial Planning
|
Jan 21, 2025 Q4 2024 |
8,485
shares
|
$2.02 Million
0.75% of portfolio
|
Q4 2024
Reduced 19.58%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Oct 29, 2024 Q3 2024 |
8,479
shares
|
$2.01 Million
1.77% of portfolio
|
Q3 2024
Added 168.07%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jan 15, 2025 Q4 2024 |
8,458
shares
|
$2.01 Million
1.38% of portfolio
|
Q4 2024
Reduced 5.43%
|
|
|
Bennicas & Associates, Inc.
|
Feb 28, 2023 Q4 2022 |
8,446
shares
|
$2.01 Million
0.7% of portfolio
|
Q4 2022
Reduced 1.74%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
8,436
shares
|
$2 Million
0.4% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jan 23, 2025 Q4 2024 |
8,421
shares
|
$2 Million
0.77% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
8,410
shares
|
$2 Million
0.39% of portfolio
|
Q3 2024
Reduced 65.46%
|
|
|
Kooman & Associates
Altoona, PA |
Oct 24, 2024 Q3 2024 |
8,382
shares
|
$1.99 Million
0.72% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Auour Investments LLC
Wenham, MA |
Oct 30, 2024 Q3 2024 |
8,381
shares
|
$1.99 Million
0.71% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
8,376
shares
|
$1.99 Million
1.83% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Nov 14, 2024 Q3 2024 |
8,370
shares
|
$1.99 Million
0.99% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
Nov 12, 2024 Q3 2024 |
8,363
shares
|
$1.99 Million
2.19% of portfolio
|
Q2 2024
New holding
|
|
|
Sageworth Trust CO
|
Jan 28, 2025 Q4 2024 |
8,347
shares
|
$1.98 Million
0.13% of portfolio
|
Q4 2024
Reduced 19.4%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
8,344
shares
|
$1.98 Million
1.44% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Jan 13, 2025 Q4 2024 |
8,334
shares
|
$1.98 Million
0.72% of portfolio
|
Q4 2024
Added 3.54%
|