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 |
|---|---|---|---|---|---|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
5,241
shares
|
$1.25 Million
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jan 27, 2025 Q4 2024 |
5,239
shares
|
$1.25 Million
0.76% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
5,232
shares
|
$1.25 Million
0.92% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jan 28, 2025 Q4 2024 |
5,213
shares
|
$1.25 Million
0.95% of portfolio
|
Q4 2024
Added 14.25%
|
|
|
True Wealth Financial Partners
|
Nov 14, 2024 Q3 2024 |
5,210
shares
|
$1.25 Million
0.74% of portfolio
|
Q3 2023
Added 214.23%
|
|
|
O'Keefe Stevens Advisory, Inc.
|
Jan 15, 2025 Q4 2024 |
5,194
shares
|
$1.24 Million
0.44% of portfolio
|
Q4 2024
Added 24.62%
|
|
|
Covey Capital Advisors, LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
5,187
shares
|
$1.24 Million
1.36% of portfolio
|
Q2 2024
Reduced 10.29%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
5,166
shares
|
$1.24 Million
0.9% of portfolio
|
Q2 2024
Added 14.75%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Oct 29, 2024 Q3 2024 |
5,160
shares
|
$1.24 Million
0.53% of portfolio
|
Q3 2024
Reduced 7.06%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
5,136
shares
|
$1.23 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Portland Investment Counsel Inc.
Burlington, A6 |
Nov 14, 2024 Q3 2024 |
5,134
shares
|
$1.23 Million
0.48% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
|
Albert D Mason Inc
|
Jan 15, 2025 Q4 2024 |
5,115
shares
|
$1.22 Million
1.03% of portfolio
|
Q4 2024
Reduced 26.2%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 27, 2025 Q4 2024 |
5,113
shares
|
$1.22 Million
0.68% of portfolio
|
Q3 2024
Reduced 16.58%
|
|
|
Hunter Perkins Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
5,111
shares
|
$1.22 Million
0.27% of portfolio
|
Q2 2024
Reduced 2.85%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Nov 07, 2024 Q3 2024 |
5,092
shares
|
$1.22 Million
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Requisite Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
5,072
shares
|
$1.21 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
5,068
shares
|
$1.21 Million
0.18% of portfolio
|
Q3 2024
Reduced 6.89%
|
|
|
Poplar Forest Capital LLC
|
Oct 31, 2024 Q3 2024 |
5,067
shares
|
$1.21 Million
0.16% of portfolio
|
Q4 2023
Reduced 13.64%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
5,060
shares
|
$1.21 Million
0.46% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
5,055
shares
|
$1.21 Million
0.07% of portfolio
|
Q2 2024
Added 30.38%
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Jan 03, 2025 Q4 2024 |
5,046
shares
|
$1.21 Million
0.51% of portfolio
|
Q4 2024
Reduced 4.86%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Jan 22, 2025 Q4 2024 |
5,045
shares
|
$1.21 Million
0.89% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Nov 13, 2024 Q3 2024 |
5,033
shares
|
$1.2 Million
0.15% of portfolio
|
Q3 2024
Reduced 72.32%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
5,022
shares
|
$1.2 Million
0.41% of portfolio
|
Q3 2024
Reduced 6.17%
|
|
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
Jan 29, 2025 Q4 2024 |
5,002
shares
|
$1.2 Million
1.57% of portfolio
|
Q4 2024
New holding
|