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 |
|---|---|---|---|---|---|
|
Truvvo Partners LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
7,466
shares
|
$1.79 Million
19.79% of portfolio
|
Q3 2022
Added 0.04%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 10, 2024 Q3 2024 |
7,454
shares
|
$1.78 Million
0.38% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2024 Q3 2024 |
7,446
shares
|
$1.78 Million
0.53% of portfolio
|
Q3 2024
Reduced 39.69%
|
|
|
Sippican Capital Advisors
|
Jan 23, 2025 Q4 2024 |
7,436
shares
|
$1.78 Million
1.47% of portfolio
|
Q1 2024
Reduced 6.47%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
7,432
shares
|
$1.78 Million
0.7% of portfolio
|
Q4 2024
Added 27.52%
|
|
|
Yost Capital Management, LP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
7,430
shares
|
$1.78 Million
2.86% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
7,424
shares
|
$1.78 Million
1.17% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
7,423
shares
|
$1.78 Million
0.34% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 18, 2024 Q3 2024 |
7,421
shares
|
$1.78 Million
2.22% of portfolio
|
Q3 2024
Reduced 5.91%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
7,415
shares
|
$1.77 Million
1.85% of portfolio
|
Q1 2024
Added 5.25%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Jan 15, 2025 Q4 2024 |
7,386
shares
|
$1.77 Million
0.55% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 15, 2024 Q3 2024 |
7,374
shares
|
$1.77 Million
1.07% of portfolio
|
Q3 2024
Reduced 16.58%
|
|
|
Shore Point Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
7,350
shares
|
$1.76 Million
1.03% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Nov 13, 2024 Q3 2024 |
7,350
shares
|
$1.76 Million
1.1% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
7,349
shares
|
$1.76 Million
0.99% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 08, 2024 Q3 2024 |
7,337
shares
|
$1.76 Million
1.16% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
7,333
shares
|
$1.76 Million
0.64% of portfolio
|
Q4 2024
Reduced 29.61%
|
|
|
Ggm Financials LLC
Columbus, OH |
Jan 28, 2025 Q4 2024 |
7,332
shares
|
$1.75 Million
1.96% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
Nov 13, 2024 Q3 2024 |
7,300
shares
|
$1.75 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
7,291
shares
|
$1.75 Million
0.72% of portfolio
|
Q4 2024
Added 8.84%
|
|
|
Salem Capital Management Inc
|
Nov 29, 2022 Q3 2022 |
7,260
shares
|
$1.74 Million
0.79% of portfolio
|
Q3 2022
Reduced 2.68%
|
|
|
Financial Sense Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
7,259
shares
|
$1.74 Million
0.52% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
7,214
shares
|
$1.73 Million
0.88% of portfolio
|
Q4 2024
Reduced 6.13%
|
|
|
Defender Capital, Llc.
|
Jan 23, 2025 Q4 2024 |
7,196
shares
|
$1.72 Million
0.71% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Advisory Research Inc
Chicago, IL |
Nov 13, 2024 Q3 2024 |
7,194
shares
|
$1.72 Million
0.33% of portfolio
|
Q3 2024
Added 16.2%
|