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 |
|---|---|---|---|---|---|
|
Gimbal Financial
Carmel, IN |
Oct 25, 2024 Q3 2024 |
4,458
shares
|
$1.06 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
4,455
shares
|
$1.06 Million
0.99% of portfolio
|
Q3 2022
Added 53.78%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
4,443
shares
|
$1.06 Million
1.14% of portfolio
|
Q3 2022
Reduced 2.46%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Jan 28, 2025 Q4 2024 |
4,419
shares
|
$1.05 Million
0.74% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
Jan 27, 2025 Q4 2024 |
4,414
shares
|
$1.05 Million
0.89% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
4,413
shares
|
$1.05 Million
0.67% of portfolio
|
Q3 2024
Reduced 17.99%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
4,378
shares
|
$1.04 Million
0.7% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Unconventional Investor, LLC
|
Nov 15, 2024 Q3 2024 |
4,373
shares
|
$1.04 Million
0.66% of portfolio
|
Q3 2024
Added 6.71%
|
|
|
Spectrum Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
4,356
shares
|
$1.04 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Bck Partners, Inc.
|
Oct 25, 2024 Q3 2024 |
4,337
shares
|
$1.03 Million
0.48% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 23, 2025 Q4 2024 |
4,331
shares
|
$1.03 Million
0.6% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Mc Namara Financial Services, Inc.
|
Jan 24, 2025 Q4 2024 |
4,329
shares
|
$1.03 Million
0.26% of portfolio
|
Q4 2024
Reduced 47.05%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Jan 24, 2025 Q4 2024 |
4,322
shares
|
$1.03 Million
0.52% of portfolio
|
Q4 2024
Added 34.18%
|
|
|
Crown Oak Advisors, LLC
Piedmont, CA |
Jan 17, 2025 Q4 2024 |
4,313
shares
|
$1.03 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Nov 12, 2024 Q3 2024 |
4,301
shares
|
$1.02 Million
0.52% of portfolio
|
Q3 2024
Added 25.21%
|
|
|
Adirondack Retirement Specialists, Inc.
|
Oct 24, 2023 Q3 2023 |
4,300
shares
|
$1.02 Million
0.67% of portfolio
|
Q3 2023
Reduced 2.49%
|
|
|
Reston Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
4,299
shares
|
$1.02 Million
0.4% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Value Partners Investments Inc.
|
Oct 07, 2024 Q3 2024 |
4,294
shares
|
$1.02 Million
0.08% of portfolio
|
Q3 2024
Added 6.82%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Nov 06, 2024 Q3 2024 |
4,294
shares
|
$1.02 Million
0.26% of portfolio
|
Q3 2024
Added 7.19%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Oct 15, 2024 Q3 2024 |
4,282
shares
|
$1.02 Million
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
Hfg Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
4,281
shares
|
$1.02 Million
0.97% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
Nov 15, 2024 Q3 2024 |
4,276
shares
|
$1.02 Million
0.14% of portfolio
|
Q3 2024
Added 6.08%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 15, 2024 Q3 2024 |
4,265
shares
|
$1.02 Million
0.35% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jan 23, 2025 Q4 2024 |
4,262
shares
|
$1.02 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
4,260
shares
|
$1.01 Million
0.67% of portfolio
|
Q4 2024
Added 8.31%
|