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 |
|---|---|---|---|---|---|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 17, 2025 Q4 2024 |
7,194
shares
|
$1.72 Million
1.34% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Bayshore Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
7,177
shares
|
$1.72 Million
0.84% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Verde Capital Management
|
Jan 17, 2025 Q4 2024 |
7,152
shares
|
$1.71 Million
0.53% of portfolio
|
Q4 2024
Added 9.93%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
7,132
shares
|
$1.71 Million
1.37% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
7,115
shares
|
$1.7 Million
0.85% of portfolio
|
Q3 2024
Reduced 19.77%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
7,112
shares
|
$1.7 Million
0.58% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
7,111
shares
|
$1.7 Million
0.74% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Kanen Wealth Management LLC
Coral Springs, FL |
Jan 16, 2025 Q4 2024 |
7,100
shares
|
$1.7 Million
0.66% of portfolio
|
Q3 2023
Added 0.14%
|
|
|
Stone Run Capital, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,080
shares
|
$1.69 Million
0.61% of portfolio
|
Q4 2023
Reduced 18.93%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Jan 23, 2025 Q4 2024 |
7,074
shares
|
$1.69 Million
1.19% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Jan 24, 2025 Q4 2024 |
7,061
shares
|
$1.69 Million
0.95% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Nov 18, 2024 Q3 2024 |
7,048
shares
|
$1.69 Million
3.58% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Jan 24, 2025 Q4 2024 |
7,047
shares
|
$1.69 Million
0.54% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
7,030
shares
|
$1.68 Million
0.9% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jan 13, 2025 Q4 2024 |
7,023
shares
|
$1.68 Million
1.37% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
7,016
shares
|
$1.68 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Jan 23, 2025 Q4 2024 |
7,009
shares
|
$1.68 Million
1.22% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 15, 2024 Q3 2024 |
7,007
shares
|
$1.68 Million
1.58% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Jordan Park Group LLC
|
Nov 14, 2024 Q3 2024 |
7,000
shares
|
$1.68 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
7,000
shares
|
$1.68 Million
0.34% of portfolio
|
Q3 2023
Reduced 58.72%
|
|
|
Newport Capital Group, LLC
|
Jan 29, 2025 Q4 2024 |
6,982
shares
|
$1.67 Million
1.29% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Shelton Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,966
shares
|
$1.67 Million
0.93% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Axecap Investments, LLC
Mason, OH |
Jan 29, 2025 Q4 2024 |
6,948
shares
|
$1.66 Million
1.31% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2024 Q3 2024 |
6,933
shares
|
$1.66 Million
0.09% of portfolio
|
Q3 2024
Reduced 10.55%
|
|
|
Pitti Group Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
6,928
shares
|
$1.66 Million
1.66% of portfolio
|
Q2 2024
Added 5.51%
|