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 |
|---|---|---|---|---|---|
|
Tenon Financial LLC
Metuchen, NJ |
Oct 23, 2024 Q3 2024 |
3,330
shares
|
$741,857
0.51% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
3,330
shares
|
$741,857
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
3,330
shares
|
$741,857
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Counterpoint Mutual Funds LLC
|
Nov 12, 2024 Q3 2024 |
3,328
shares
|
$741,411
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Mandatum Life Insurance CO LTD
|
Jan 16, 2025 Q4 2024 |
3,318
shares
|
$739,184
0.25% of portfolio
|
Q4 2024
Reduced 8.29%
|
|
|
Ndwm LLC
La Jolla, CA |
Oct 22, 2024 Q3 2024 |
3,318
shares
|
$739,184
0.64% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 06, 2024 Q3 2024 |
3,318
shares
|
$739,184
0.61% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
3,316
shares
|
$738,738
0.02% of portfolio
|
Q3 2022
Added 0.73%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
3,311
shares
|
$737,624
0.09% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Nov 07, 2024 Q3 2024 |
3,303
shares
|
$735,842
0.46% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jan 22, 2025 Q4 2024 |
3,293
shares
|
$733,614
0.64% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Oberweis Asset Management Inc
Lisle, IL |
Nov 14, 2024 Q3 2024 |
3,292
shares
|
$733,391
0.04% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Legacy Wealth Management, Inc
|
Jan 21, 2025 Q4 2024 |
3,277
shares
|
$730,050
0.05% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2024 Q3 2024 |
3,277
shares
|
$730,050
0.38% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
Ameraudi Asset Management, Inc.
|
Nov 14, 2024 Q3 2024 |
3,258
shares
|
$725,817
0.35% of portfolio
|
Q2 2024
New holding
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Jan 22, 2025 Q4 2024 |
3,258
shares
|
$725,817
0.46% of portfolio
|
Q4 2024
Reduced 10.89%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Nov 13, 2024 Q3 2024 |
3,257
shares
|
$725,594
0.59% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
3,257
shares
|
$725,594
0.48% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Jan 23, 2025 Q4 2024 |
3,220
shares
|
$717,351
0.01% of portfolio
|
Q4 2024
Reduced 97.95%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
3,202
shares
|
$713,341
0.68% of portfolio
|
Q3 2024
New holding
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Jan 24, 2025 Q4 2024 |
3,200
shares
|
$712,896
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,172
shares
|
$706,658
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
Jan 24, 2025 Q4 2024 |
3,150
shares
|
$701,757
0.93% of portfolio
|
Q3 2024
Added 5.49%
|
|
|
Clark Estates Inc
New York, NY |
Nov 13, 2024 Q3 2024 |
3,111
shares
|
$693,068
0.19% of portfolio
|
Q2 2023
New holding
|
|
|
Evergreen Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,104
shares
|
$691,509
0.2% of portfolio
|
Q3 2024
Added 4.13%
|