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 |
|---|---|---|---|---|---|
|
Nordwand Advisors, LLC
Radnor, PA |
Nov 01, 2024 Q3 2024 |
8,050
shares
|
$1.91 Million
0.5% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jan 28, 2025 Q4 2024 |
8,049
shares
|
$1.91 Million
1.82% of portfolio
|
Q4 2024
Reduced 8.62%
|
|
|
Eliot Finkel Investment Counsel, LLC
|
Oct 17, 2024 Q3 2024 |
8,036
shares
|
$1.91 Million
1.15% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
8,035
shares
|
$1.91 Million
0.97% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Nov 07, 2024 Q3 2024 |
8,024
shares
|
$1.91 Million
0.77% of portfolio
|
Q3 2024
Reduced 4.53%
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 13, 2024 Q3 2024 |
8,007
shares
|
$1.9 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Dcf Advisers, LLC
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
8,000
shares
|
$1.9 Million
0.77% of portfolio
|
Q3 2024
Reduced 55.56%
|
|
|
Aristotle Capital Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
8,000
shares
|
$1.9 Million
0.0% of portfolio
|
Q2 2022
Reduced 4.76%
|
|
|
America First Investment Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
7,998
shares
|
$1.9 Million
0.47% of portfolio
|
Q1 2024
Reduced 4.4%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
7,982
shares
|
$1.9 Million
1.41% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
7,970
shares
|
$1.89 Million
1.32% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Act Advisors, Llc.
|
Jan 13, 2025 Q4 2024 |
7,968
shares
|
$1.89 Million
1.1% of portfolio
|
Q4 2024
Added 9.17%
|
|
|
Bw Gestao De Investimentos Ltda.
|
Nov 14, 2024 Q3 2024 |
7,966
shares
|
$1.89 Million
0.14% of portfolio
|
Q3 2024
Added 42.35%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Nov 14, 2024 Q3 2024 |
7,957
shares
|
$1.89 Million
1.35% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Horrell Capital Management, Inc.
|
Oct 25, 2024 Q3 2024 |
7,946
shares
|
$1.89 Million
0.55% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
7,944
shares
|
$1.89 Million
1.31% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
7,938
shares
|
$1.89 Million
0.05% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Gunderson Capital Management Inc.
|
Jan 13, 2025 Q4 2024 |
7,931
shares
|
$1.88 Million
1.08% of portfolio
|
Q4 2024
Added 13.41%
|
|
|
Range Financial Group LLC
|
Jan 07, 2025 Q4 2024 |
7,912
shares
|
$1.88 Million
0.92% of portfolio
|
Q4 2024
Added 66.25%
|
|
|
Rempart Asset Management Inc.
Montreal, Z4 |
Jan 08, 2025 Q4 2024 |
7,897
shares
|
$1.88 Million
0.4% of portfolio
|
Q4 2024
Reduced 6.51%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jan 08, 2025 Q4 2024 |
7,895
shares
|
$1.88 Million
0.57% of portfolio
|
Q4 2024
Reduced 6.5%
|
|
|
Osprey Private Wealth LLC
New York, NY |
Jan 27, 2025 Q4 2024 |
7,885
shares
|
$1.87 Million
1.38% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
7,871
shares
|
$1.87 Million
1.31% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Beck Bode, LLC
|
Nov 08, 2024 Q3 2024 |
7,855
shares
|
$1.87 Million
0.35% of portfolio
|
Q3 2024
Reduced 6.31%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
7,855
shares
|
$1.87 Million
0.65% of portfolio
|
Q2 2024
Added 2.61%
|