Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,796 institutions that hold shares in the stock, with a total of 8.68 Billion shares, which have been reported (via 13F filing form) to have a value of $2 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Seven Post Investment Office LP
San Francisco, CA |
Jan 16, 2025 Q4 2024 |
4,951
shares
|
$1.18 Million
0.47% of portfolio
|
Q4 2024
Reduced 58.67%
|
|
|
New England Professional Planning Group Inc.
|
Oct 09, 2024 Q3 2024 |
4,944
shares
|
$1.18 Million
0.57% of portfolio
|
Q1 2024
Added 24.1%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 24, 2025 Q4 2024 |
4,910
shares
|
$1.17 Million
1.21% of portfolio
|
Q4 2024
New holding
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
4,904
shares
|
$1.17 Million
0.33% of portfolio
|
Q1 2023
Added 2.59%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jan 17, 2025 Q4 2024 |
4,902
shares
|
$1.17 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 04, 2024 Q3 2024 |
4,892
shares
|
$1.17 Million
0.83% of portfolio
|
Q3 2024
Reduced 11.09%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Nov 12, 2024 Q3 2024 |
4,879
shares
|
$1.16 Million
0.85% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jan 23, 2025 Q4 2024 |
4,877
shares
|
$1.16 Million
0.56% of portfolio
|
Q4 2024
Reduced 19.09%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jan 07, 2025 Q4 2024 |
4,874
shares
|
$1.16 Million
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
4,862
shares
|
$1.16 Million
0.96% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Camelot Portfolios, LLC
|
Nov 12, 2024 Q3 2024 |
4,857
shares
|
$1.16 Million
1.06% of portfolio
|
Q3 2024
Reduced 49.02%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
4,825
shares
|
$1.15 Million
0.95% of portfolio
|
Q3 2023
Added 3.14%
|
|
|
Barnett & Company, Inc.
|
Nov 05, 2024 Q3 2024 |
4,822
shares
|
$1.15 Million
0.79% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Stordahl Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
4,821
shares
|
$1.15 Million
0.29% of portfolio
|
Q4 2024
Added 7.92%
|
|
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
Oct 22, 2024 Q3 2024 |
4,821
shares
|
$1.15 Million
0.63% of portfolio
|
Q3 2024
Added 8.43%
|
|
|
Green Alpha Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,815
shares
|
$1.15 Million
1.08% of portfolio
|
Q4 2024
Reduced 6.43%
|
|
|
Asset Allocation & Management Company, LLC
|
Jan 13, 2025 Q4 2024 |
4,800
shares
|
$1.14 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Reaves W H & CO Inc
|
Nov 05, 2024 Q3 2024 |
4,800
shares
|
$1.14 Million
0.03% of portfolio
|
Q3 2020
Added 300.0%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Oct 28, 2024 Q3 2024 |
4,786
shares
|
$1.14 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,781
shares
|
$1.14 Million
0.65% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
4,773
shares
|
$1.14 Million
0.59% of portfolio
|
Q2 2024
Reduced 19.96%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
4,753
shares
|
$1.13 Million
0.73% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Argyle Capital Management Inc.
|
Oct 25, 2024 Q3 2024 |
4,745
shares
|
$1.13 Million
0.45% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
4,734
shares
|
$1.13 Million
0.78% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Forte Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
4,731
shares
|
$1.13 Million
0.64% of portfolio
|
Q3 2024
Reduced 14.93%
|