Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,906 institutions that hold shares in the stock, with a total of 8.73 Billion shares, which have been reported (via 13F filing form) to have a value of $2.03 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
6,635
shares
|
$1.54 Million
0.85% of portfolio
|
Q3 2024
New holding
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jan 22, 2025 Q4 2024 |
6,583
shares
|
$1.53 Million
1.85% of portfolio
|
Q4 2024
New holding
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
6,573
shares
|
$1.53 Million
0.45% of portfolio
|
Q4 2024
Added 16.73%
|
|
|
Thompson Davis & Co., Inc.
|
Feb 03, 2025 Q4 2024 |
6,570
shares
|
$1.53 Million
1.08% of portfolio
|
Q4 2024
Added 5.81%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
6,542
shares
|
$1.52 Million
0.88% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Ti Trust, Inc
|
Jan 21, 2025 Q4 2024 |
6,537
shares
|
$1.52 Million
1.1% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Caxton Associates LP
New York, NY |
Nov 14, 2024 Q3 2024 |
6,523
shares
|
$1.52 Million
0.06% of portfolio
|
Q3 2024
Reduced 98.72%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
6,506
shares
|
$1.51 Million
0.34% of portfolio
|
Q4 2023
Added 49.15%
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
6,491
shares
|
$1.51 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2025 Q4 2024 |
6,469
shares
|
$1.5 Million
0.26% of portfolio
|
Q4 2024
Reduced 10.9%
|
|
|
Arkansas Financial Group, Inc.
|
Jan 17, 2025 Q4 2024 |
6,465
shares
|
$1.5 Million
0.26% of portfolio
|
Q4 2024
Reduced 5.8%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jan 29, 2025 Q4 2024 |
6,462
shares
|
$1.5 Million
1.34% of portfolio
|
Q4 2024
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Nov 08, 2024 Q3 2024 |
6,456
shares
|
$1.5 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
|
$1.5 Million
0.02% of portfolio
|
Q1 2024
Reduced 3.01%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
6,433
shares
|
$1.5 Million
0.33% of portfolio
|
Q4 2022
Added 2.05%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
6,424
shares
|
$1.49 Million
0.8% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
6,421
shares
|
$1.49 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
6,404
shares
|
$1.49 Million
0.46% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
North Point Portfolio Managers Corp
|
Jan 22, 2025 Q4 2024 |
6,401
shares
|
$1.49 Million
0.3% of portfolio
|
Q2 2024
Added 22.23%
|
|
|
Foresight Wealth Management, LLC
|
Feb 13, 2023 Q4 2022 |
6,390
shares
|
$1.49 Million
11.9% of portfolio
|
Q4 2022
Reduced 92.94%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Nov 14, 2024 Q3 2024 |
6,377
shares
|
$1.48 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
|
$1.48 Million
0.7% of portfolio
|
Q4 2024
Added 7.45%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jan 15, 2025 Q4 2024 |
6,371
shares
|
$1.48 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
|
$1.48 Million
1.16% of portfolio
|
Q2 2022
Reduced 13.57%
|
|
|
Asset Planning Corporation
|
Jan 24, 2025 Q4 2024 |
6,349
shares
|
$1.48 Million
1.0% of portfolio
|
Q4 2024
Added 3.25%
|