Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,880 institutions that hold shares in the stock, with a total of 8.71 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 |
|---|---|---|---|---|---|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
5,279
shares
|
$1.23 Million
0.4% of portfolio
|
Q4 2023
Reduced 5.29%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jan 16, 2025 Q4 2024 |
5,279
shares
|
$1.23 Million
0.9% of portfolio
|
Q4 2024
Added 12.01%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 06, 2024 Q3 2024 |
5,268
shares
|
$1.23 Million
0.49% of portfolio
|
Q3 2024
Added 5.74%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2024 Q3 2024 |
5,254
shares
|
$1.22 Million
0.14% of portfolio
|
Q3 2024
Reduced 82.88%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
5,245
shares
|
$1.22 Million
0.76% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
5,241
shares
|
$1.22 Million
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jan 27, 2025 Q4 2024 |
5,239
shares
|
$1.22 Million
0.76% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
5,232
shares
|
$1.22 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
|
$1.21 Million
0.95% of portfolio
|
Q4 2024
Added 14.25%
|
|
|
True Wealth Financial Partners
|
Nov 14, 2024 Q3 2024 |
5,210
shares
|
$1.21 Million
0.74% of portfolio
|
Q3 2023
Added 214.23%
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
5,201
shares
|
$1.21 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
O'Keefe Stevens Advisory, Inc.
|
Jan 15, 2025 Q4 2024 |
5,194
shares
|
$1.21 Million
0.44% of portfolio
|
Q4 2024
Added 24.62%
|
|
|
Covey Capital Advisors, LLC
Atlanta, GA |
Feb 03, 2025 Q4 2024 |
5,187
shares
|
$1.21 Million
1.51% of portfolio
|
Q2 2024
Reduced 10.29%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Feb 03, 2025 Q4 2024 |
5,181
shares
|
$1.21 Million
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
5,166
shares
|
$1.2 Million
0.9% of portfolio
|
Q2 2024
Added 14.75%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
5,136
shares
|
$1.2 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Portland Investment Counsel Inc.
Burlington, A6 |
Nov 14, 2024 Q3 2024 |
5,134
shares
|
$1.2 Million
0.48% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
|
Albert D Mason Inc
|
Jan 15, 2025 Q4 2024 |
5,115
shares
|
$1.19 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
|
$1.19 Million
0.68% of portfolio
|
Q3 2024
Reduced 16.58%
|
|
|
Hunter Perkins Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
5,111
shares
|
$1.19 Million
0.27% of portfolio
|
Q2 2024
Reduced 2.85%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Feb 05, 2025 Q4 2024 |
5,106
shares
|
$1.19 Million
2.58% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
5,095
shares
|
$1.19 Million
0.69% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Nov 07, 2024 Q3 2024 |
5,092
shares
|
$1.19 Million
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
New England Professional Planning Group Inc.
|
Feb 03, 2025 Q4 2024 |
5,079
shares
|
$1.18 Million
0.63% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Requisite Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
5,072
shares
|
$1.18 Million
0.28% of portfolio
|
Q4 2024
New holding
|