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 |
|---|---|---|---|---|---|
|
Rolek Wealth Management LLC
Berwyn, PA |
Jan 17, 2025 Q4 2024 |
2,680
shares
|
$597,050
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Nov 07, 2024 Q3 2024 |
2,676
shares
|
$596,159
0.45% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
2,669
shares
|
$594,599
0.28% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Tkg Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
2,660
shares
|
$592,594
0.31% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
True Link Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,652
shares
|
$590,812
0.06% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
2,638
shares
|
$587,693
0.3% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
2,630
shares
|
$585,911
0.52% of portfolio
|
Q4 2024
Reduced 42.54%
|
|
|
Stegner Investment Associates Inc.
|
Oct 11, 2024 Q3 2024 |
2,624
shares
|
$584,574
0.42% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Avalon Advisory Group
Wexford, PA |
Jan 15, 2025 Q4 2024 |
2,622
shares
|
$584,129
0.3% of portfolio
|
Q2 2024
Reduced 6.79%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Oct 28, 2024 Q3 2024 |
2,610
shares
|
$581,455
0.34% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Mas Advisors LLC
Miami, FL |
Nov 08, 2024 Q3 2024 |
2,608
shares
|
$581,010
1.3% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Fiat Wealth Management LLC
Wayzata, MN |
May 03, 2024 Q4 2023 |
2,605
shares
|
$580,341
6.35% of portfolio
|
Q4 2023
New holding
|
|
|
Beddow Capital Management Inc
|
Nov 07, 2024 Q3 2024 |
2,600
shares
|
$579,228
0.25% of portfolio
|
Q3 2023
Reduced 7.14%
|
|
|
Rpo LLC
Stamford, CT |
Nov 08, 2024 Q3 2024 |
2,600
shares
|
$579,228
0.65% of portfolio
|
Q3 2024
Reduced 49.51%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 01, 2024 Q3 2024 |
2,595
shares
|
$578,114
0.46% of portfolio
|
Q3 2024
Added 11.18%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jan 24, 2025 Q4 2024 |
2,572
shares
|
$572,990
0.21% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 21, 2024 Q3 2024 |
2,572
shares
|
$572,990
0.46% of portfolio
|
Q3 2024
Reduced 4.85%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Nov 08, 2024 Q3 2024 |
2,566
shares
|
$571,653
0.43% of portfolio
|
Q1 2024
Added 4.06%
|
|
|
Keebeck Alpha, LP
Stamford, CT |
Oct 31, 2024 Q3 2024 |
2,551
shares
|
$568,311
0.39% of portfolio
|
Q3 2024
Added 78.77%
|
|
|
Sunesis Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
2,541
shares
|
$566,083
0.39% of portfolio
|
Q4 2024
Added 22.1%
|
|
|
Diversified Investment Strategies, LLC
|
Jan 23, 2025 Q4 2024 |
2,535
shares
|
$564,747
0.43% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Williamson Legacy Group, LLC
Carmel, IN |
Nov 12, 2024 Q3 2024 |
2,519
shares
|
$561,182
0.39% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Rice Hall James & Associates, LLC
|
Oct 28, 2024 Q3 2024 |
2,510
shares
|
$559,177
0.03% of portfolio
|
Q2 2024
Reduced 5.64%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Oct 30, 2024 Q3 2024 |
2,503
shares
|
$557,618
0.52% of portfolio
|
Q3 2024
Added 10.07%
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
2,500
shares
|
$556,950
0.27% of portfolio
|
Q3 2024
Added 19.05%
|