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 |
|---|---|---|---|---|---|
|
Knott David M Jr
Syosset, NY |
Nov 13, 2024 Q3 2024 |
2,494
shares
|
$555,613
2.04% of portfolio
|
Q2 2022
Added 18.76%
|
|
|
Shearwater Capital LLC
|
Jan 08, 2025 Q4 2024 |
2,465
shares
|
$549,152
0.42% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Tull Financial Group, Inc.
Chesapeake, VA |
Oct 21, 2024 Q3 2024 |
2,465
shares
|
$549,152
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
H&H Retirement Design & Management Inc
|
Oct 16, 2024 Q3 2024 |
2,451
shares
|
$546,033
0.34% of portfolio
|
Q2 2024
Reduced 1.45%
|
|
|
Morton Community Bank
East Peoria, IL |
Nov 14, 2024 Q3 2024 |
2,444
shares
|
$544,474
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Seven Eight Capital, LP
|
Nov 12, 2024 Q3 2024 |
2,439
shares
|
$543,360
0.05% of portfolio
|
Q3 2024
Reduced 87.18%
|
|
|
Cadence Wealth Management LLC
Westborough, MA |
Nov 06, 2024 Q3 2024 |
2,428
shares
|
$540,909
0.46% of portfolio
|
Q3 2024
Reduced 15.64%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Jan 14, 2025 Q4 2024 |
2,421
shares
|
$539,350
0.41% of portfolio
|
Q4 2024
Reduced 7.56%
|
|
|
Randolph CO Inc
Cincinnati, OH |
Oct 16, 2024 Q3 2024 |
2,411
shares
|
$537,122
0.07% of portfolio
|
Q4 2023
Added 34.09%
|
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
2,408
shares
|
$536,454
0.34% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Bruce Berkowitz
Fairholme Capital Management LLC | Miami, Fl
|
Nov 14, 2024 Q3 2024 |
2,400
shares
|
$534,672
0.04% of portfolio
|
Q3 2023
Reduced 43.66%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
2,387
shares
|
$531,775
0.67% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jan 16, 2025 Q4 2024 |
2,387
shares
|
$531,775
0.53% of portfolio
|
Q4 2024
Reduced 5.2%
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Nov 05, 2024 Q3 2024 |
2,369
shares
|
$527,765
0.32% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 15, 2024 Q3 2024 |
2,359
shares
|
$525,538
0.22% of portfolio
|
Q2 2024
Reduced 10.95%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
2,353
shares
|
$524,201
0.33% of portfolio
|
Q4 2023
New holding
|
|
|
Southern Style Financial, Inc.
San Diego, CA |
Jan 22, 2025 Q4 2024 |
2,345
shares
|
$522,419
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Verity Wealth Advisors
|
Oct 02, 2024 Q3 2024 |
2,318
shares
|
$516,404
0.38% of portfolio
|
Q1 2024
Added 31.56%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
2,313
shares
|
$515,290
0.09% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 17, 2024 Q2 2024 |
2,309
shares
|
$514,399
0.39% of portfolio
|
Q2 2024
Reduced 75.6%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
2,308
shares
|
$514,176
0.61% of portfolio
|
Q1 2023
Reduced 70.98%
|
|
|
Leverty Financial Group, LLC
|
Jan 24, 2025 Q4 2024 |
2,270
shares
|
$505,710
0.29% of portfolio
|
Q4 2024
Reduced 13.36%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Jan 16, 2025 Q4 2024 |
2,251
shares
|
$501,477
0.36% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Nov 12, 2024 Q3 2024 |
2,224
shares
|
$495,462
0.24% of portfolio
|
Q3 2024
Added 6.62%
|
|
|
Beacon Capital Management, Inc.
|
Oct 15, 2024 Q3 2024 |
2,219
shares
|
$494,348
0.02% of portfolio
|
Q3 2024
Reduced 3.48%
|