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 |
|---|---|---|---|---|---|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
8,313
shares
|
$1.97 Million
1.47% of portfolio
|
Q3 2024
Added 9.95%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jan 23, 2025 Q4 2024 |
8,298
shares
|
$1.97 Million
0.34% of portfolio
|
Q4 2024
Added 14.27%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Jan 23, 2025 Q4 2024 |
8,296
shares
|
$1.97 Million
1.9% of portfolio
|
Q4 2024
New holding
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Oct 16, 2024 Q3 2024 |
8,291
shares
|
$1.97 Million
0.97% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
8,289
shares
|
$1.97 Million
0.56% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Easterly Investment Partners LLC
|
Nov 01, 2024 Q3 2024 |
8,267
shares
|
$1.96 Million
0.16% of portfolio
|
Q1 2024
Reduced 1.25%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
8,265
shares
|
$1.96 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Marotta Asset Management
|
Jan 10, 2025 Q4 2024 |
8,256
shares
|
$1.96 Million
0.43% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jan 14, 2025 Q4 2024 |
8,241
shares
|
$1.96 Million
0.97% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Trevian Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
8,240
shares
|
$1.96 Million
1.52% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Thornburg Investment Management Inc
|
Nov 08, 2024 Q3 2024 |
8,230
shares
|
$1.96 Million
0.03% of portfolio
|
Q3 2024
Added 68.13%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 12, 2024 Q3 2024 |
8,219
shares
|
$1.95 Million
0.63% of portfolio
|
Q2 2024
Reduced 41.27%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jan 17, 2025 Q4 2024 |
8,195
shares
|
$1.95 Million
1.12% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
8,179
shares
|
$1.94 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Schwab Charitable Fund
|
Jan 16, 2025 Q4 2024 |
8,173
shares
|
$1.94 Million
0.05% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
8,173
shares
|
$1.94 Million
2.01% of portfolio
|
Q4 2024
New holding
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Jan 29, 2025 Q4 2024 |
8,169
shares
|
$1.94 Million
1.55% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 14, 2024 Q3 2024 |
8,148
shares
|
$1.94 Million
1.59% of portfolio
|
Q3 2024
Reduced 18.71%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
8,143
shares
|
$1.93 Million
0.82% of portfolio
|
Q3 2024
Reduced 10.07%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Nov 12, 2024 Q3 2024 |
8,136
shares
|
$1.93 Million
0.25% of portfolio
|
Q3 2024
Reduced 10.61%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
8,128
shares
|
$1.93 Million
1.6% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
8,120
shares
|
$1.93 Million
2.51% of portfolio
|
Q3 2024
Added 293.98%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 30, 2024 Q3 2024 |
8,096
shares
|
$1.92 Million
1.01% of portfolio
|
Q1 2024
Reduced 22.95%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
8,063
shares
|
$1.92 Million
0.68% of portfolio
|
Q3 2024
Added 8.13%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Oct 07, 2024 Q3 2024 |
8,062
shares
|
$1.92 Million
1.47% of portfolio
|
Q3 2024
Reduced 0.99%
|