Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,785 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 $1.93 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
3,852
shares
|
$858,148
0.46% of portfolio
|
Q4 2024
Added 31.69%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jan 23, 2025 Q4 2024 |
3,850
shares
|
$857,703
0.88% of portfolio
|
Q4 2024
Reduced 4.42%
|
|
|
Sws Partners
|
Oct 15, 2024 Q3 2024 |
3,825
shares
|
$852,133
0.29% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Scott Capital Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
3,821
shares
|
$851,242
0.27% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
Capital Cs Group, LLC
|
Jan 13, 2025 Q4 2024 |
3,797
shares
|
$845,895
0.83% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
3,793
shares
|
$845,004
0.31% of portfolio
|
Q4 2024
Reduced 8.2%
|
|
|
Woodline Partners LP
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
3,792
shares
|
$844,781
0.01% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Bain Capital Public Equity, LP
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,791
shares
|
$844,558
0.61% of portfolio
|
Q3 2024
Reduced 62.3%
|
|
|
Parker Financial LLC
Silverdale, WA |
Nov 04, 2024 Q3 2024 |
3,788
shares
|
$843,890
0.44% of portfolio
|
Q3 2024
Reduced 23.87%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
3,780
shares
|
$842,108
0.1% of portfolio
|
Q2 2024
Reduced 6.51%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
3,775
shares
|
$840,994
1.3% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
3,775
shares
|
$840,994
0.22% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
3,767
shares
|
$839,212
0.41% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Cmc Financial Group
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
3,766
shares
|
$838,989
1.41% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jan 17, 2025 Q4 2024 |
3,763
shares
|
$838,321
0.72% of portfolio
|
Q4 2024
Reduced 8.22%
|
|
|
J2 Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
3,761
shares
|
$837,875
0.92% of portfolio
|
Q4 2024
Reduced 9.53%
|
|
|
Capital Management Corp
|
Oct 30, 2024 Q3 2024 |
3,760
shares
|
$837,652
0.18% of portfolio
|
Q3 2024
Reduced 5.65%
|
|
|
Keating Investment Counselors Inc
|
Nov 12, 2024 Q3 2024 |
3,746
shares
|
$834,533
0.36% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
3,745
shares
|
$834,311
0.37% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Private Wealth Group, LLC
|
Jan 17, 2025 Q4 2024 |
3,740
shares
|
$833,197
0.47% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Nov 07, 2024 Q3 2024 |
3,724
shares
|
$829,632
0.54% of portfolio
|
Q3 2024
Added 10.64%
|
|
|
Kieckhefer Group LLC
Mequon, WI |
Jan 13, 2025 Q4 2024 |
3,712
shares
|
$826,959
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jan 22, 2025 Q4 2024 |
3,709
shares
|
$826,291
0.82% of portfolio
|
Q4 2024
Added 25.35%
|
|
|
Gruss & Co., LLC
|
Oct 16, 2024 Q3 2024 |
3,700
shares
|
$824,286
6.93% of portfolio
|
Q3 2024
Reduced 54.88%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
3,684
shares
|
$820,721
0.57% of portfolio
|
Q4 2024
New holding
|