Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,866 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 $1.99 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
4,036
shares
|
$920,248
0.87% of portfolio
|
Q4 2024
Added 8.79%
|
|
|
American Alpha Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
4,029
shares
|
$918,652
0.86% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
4,025
shares
|
$917,740
0.31% of portfolio
|
Q2 2022
Added 1.69%
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
Nov 14, 2024 Q3 2024 |
3,992
shares
|
$910,215
0.01% of portfolio
|
Q1 2024
Reduced 32.25%
|
|
|
Manuka Financial, LLC
Richmond, VA |
Jan 23, 2025 Q4 2024 |
3,990
shares
|
$909,759
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
3,985
shares
|
$908,619
0.51% of portfolio
|
Q3 2024
Reduced 8.39%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
3,974
shares
|
$906,111
0.76% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
3,963
shares
|
$903,603
0.77% of portfolio
|
Q4 2024
Added 23.27%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jan 22, 2025 Q4 2024 |
3,952
shares
|
$901,095
0.37% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Shariaportfolio, Inc.
Lake Mary, FL |
Oct 21, 2024 Q3 2024 |
3,949
shares
|
$900,411
0.59% of portfolio
|
Q2 2024
Reduced 20.4%
|
|
|
Foundry Partners, LLC
|
Nov 08, 2024 Q3 2024 |
3,945
shares
|
$899,499
0.05% of portfolio
|
Q3 2024
Reduced 5.96%
|
|
|
Attessa Capital LLC
Tucson, AZ |
Jan 29, 2025 Q4 2024 |
3,935
shares
|
$897,219
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
3,926
shares
|
$895,167
0.16% of portfolio
|
Q4 2024
Added 3.83%
|
|
|
Fluent Financial, LLC
|
Oct 04, 2024 Q3 2024 |
3,922
shares
|
$894,255
0.44% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Jan 14, 2025 Q4 2024 |
3,905
shares
|
$890,379
1.01% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Keystone Financial Services
|
Jan 30, 2025 Q4 2024 |
3,900
shares
|
$889,239
0.38% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 13, 2024 Q3 2024 |
3,867
shares
|
$881,714
0.03% of portfolio
|
Q3 2024
Reduced 97.75%
|
|
|
Treynor Bancshares, Inc.
|
Nov 13, 2024 Q3 2024 |
3,861
shares
|
$880,346
1.05% of portfolio
|
Q3 2024
Reduced 9.66%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 14, 2025 Q4 2024 |
3,859
shares
|
$879,890
0.4% of portfolio
|
Q4 2024
Reduced 14.87%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
3,852
shares
|
$878,294
0.46% of portfolio
|
Q4 2024
Added 31.69%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jan 23, 2025 Q4 2024 |
3,850
shares
|
$877,838
0.88% of portfolio
|
Q4 2024
Reduced 4.42%
|
|
|
Sws Partners
|
Oct 15, 2024 Q3 2024 |
3,825
shares
|
$872,138
0.29% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Scott Capital Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
3,821
shares
|
$871,226
0.27% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
Capital Cs Group, LLC
|
Jan 13, 2025 Q4 2024 |
3,797
shares
|
$865,753
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
|
$864,841
0.31% of portfolio
|
Q4 2024
Reduced 8.2%
|