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 |
|---|---|---|---|---|---|
|
Ti Trust, Inc
|
Jan 21, 2025 Q4 2024 |
6,537
shares
|
$1.56 Million
1.1% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Caxton Associates LP
New York, NY |
Nov 14, 2024 Q3 2024 |
6,523
shares
|
$1.56 Million
0.06% of portfolio
|
Q3 2024
Reduced 98.72%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
6,506
shares
|
$1.56 Million
0.34% of portfolio
|
Q4 2023
Added 49.15%
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
6,491
shares
|
$1.55 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2025 Q4 2024 |
6,469
shares
|
$1.55 Million
0.26% of portfolio
|
Q4 2024
Reduced 10.9%
|
|
|
Arkansas Financial Group, Inc.
|
Jan 17, 2025 Q4 2024 |
6,465
shares
|
$1.55 Million
0.26% of portfolio
|
Q4 2024
Reduced 5.8%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jan 29, 2025 Q4 2024 |
6,462
shares
|
$1.55 Million
1.34% of portfolio
|
Q4 2024
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Nov 08, 2024 Q3 2024 |
6,456
shares
|
$1.55 Million
0.78% of portfolio
|
Q2 2024
Added 18.31%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
6,444
shares
|
$1.54 Million
0.02% of portfolio
|
Q1 2024
Reduced 3.01%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
6,433
shares
|
$1.54 Million
0.33% of portfolio
|
Q4 2022
Added 2.05%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
6,424
shares
|
$1.54 Million
0.8% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
6,421
shares
|
$1.54 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
6,404
shares
|
$1.53 Million
0.46% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
North Point Portfolio Managers Corp
|
Jan 22, 2025 Q4 2024 |
6,401
shares
|
$1.53 Million
0.3% of portfolio
|
Q2 2024
Added 22.23%
|
|
|
Foresight Wealth Management, LLC
|
Feb 13, 2023 Q4 2022 |
6,390
shares
|
$1.53 Million
11.9% of portfolio
|
Q4 2022
Reduced 92.94%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
6,386
shares
|
$1.53 Million
0.12% of portfolio
|
Q3 2024
Added 5.71%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Nov 14, 2024 Q3 2024 |
6,377
shares
|
$1.53 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jan 30, 2025 Q4 2024 |
6,371
shares
|
$1.52 Million
0.7% of portfolio
|
Q4 2024
Added 7.45%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jan 15, 2025 Q4 2024 |
6,371
shares
|
$1.52 Million
1.19% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
S. Muoio & Co. LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
6,368
shares
|
$1.52 Million
1.16% of portfolio
|
Q2 2022
Reduced 13.57%
|
|
|
Asset Planning Corporation
|
Jan 24, 2025 Q4 2024 |
6,349
shares
|
$1.52 Million
1.0% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
6,338
shares
|
$1.52 Million
0.16% of portfolio
|
Q3 2024
Reduced 9.78%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
6,333
shares
|
$1.52 Million
0.85% of portfolio
|
Q4 2023
Reduced 7.96%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
6,330
shares
|
$1.52 Million
0.88% of portfolio
|
Q4 2024
Added 27.49%
|
|
|
Lockerman Financial Group, Inc.
|
Jan 16, 2025 Q4 2024 |
6,311
shares
|
$1.51 Million
2.83% of portfolio
|
Q4 2024
Reduced 0.86%
|