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 |
|---|---|---|---|---|---|
|
James Reed Financial Services, Inc.
Cleveland, OH |
Nov 14, 2022 Q3 2022 |
5,759
shares
|
$1.38 Million
1.19% of portfolio
|
Q2 2022
Added 0.17%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
5,758
shares
|
$1.38 Million
0.7% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 14, 2024 Q3 2024 |
5,755
shares
|
$1.38 Million
0.3% of portfolio
|
Q4 2022
Added 9.03%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jan 28, 2025 Q4 2024 |
5,753
shares
|
$1.38 Million
0.95% of portfolio
|
Q4 2024
Added 12.25%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
5,752
shares
|
$1.38 Million
0.35% of portfolio
|
Q1 2024
Reduced 4.29%
|
|
|
Adalta Capital Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,740
shares
|
$1.37 Million
0.77% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Prism Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
5,718
shares
|
$1.37 Million
0.43% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Jan 29, 2025 Q4 2024 |
5,715
shares
|
$1.37 Million
0.29% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Elite Life Management LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
5,707
shares
|
$1.37 Million
4.34% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
5,700
shares
|
$1.36 Million
2.67% of portfolio
|
Q3 2022
Reduced 17.39%
|
|
|
Black Point Wealth Management
Naples, FL |
Jan 17, 2025 Q4 2024 |
5,665
shares
|
$1.36 Million
1.64% of portfolio
|
Q4 2024
Reduced 9.58%
|
|
|
Aquire Wealth Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
5,660
shares
|
$1.35 Million
0.41% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 31, 2024 Q3 2024 |
5,656
shares
|
$1.35 Million
0.55% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
5,646
shares
|
$1.35 Million
0.26% of portfolio
|
Q3 2024
Reduced 50.38%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
5,641
shares
|
$1.35 Million
0.97% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Chico Wealth Ria
|
Jan 22, 2025 Q4 2024 |
5,611
shares
|
$1.34 Million
1.24% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Capital Markets Trading Uk LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
5,596
shares
|
$1.34 Million
0.02% of portfolio
|
Q3 2024
Reduced 76.87%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
5,587
shares
|
$1.34 Million
1.12% of portfolio
|
Q4 2024
Reduced 5.67%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
5,579
shares
|
$1.34 Million
1.07% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Sirios Capital Management L P
Boston, MA |
Nov 12, 2024 Q3 2024 |
5,559
shares
|
$1.33 Million
0.26% of portfolio
|
Q3 2024
Reduced 32.94%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
5,552
shares
|
$1.33 Million
0.73% of portfolio
|
Q2 2023
Reduced 7.45%
|
|
|
First Washington Corp
Seattle, WA |
Nov 13, 2024 Q3 2024 |
5,550
shares
|
$1.33 Million
0.54% of portfolio
|
Q3 2024
Reduced 13.87%
|
|
|
Dbk Financial Counsel, LLC
|
Jan 13, 2025 Q4 2024 |
5,545
shares
|
$1.33 Million
1.43% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Pacifica Capital Investments, LLC
|
Nov 14, 2024 Q3 2024 |
5,540
shares
|
$1.33 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Oct 17, 2024 Q3 2024 |
5,540
shares
|
$1.33 Million
2.01% of portfolio
|
Q3 2024
Reduced 2.21%
|