Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,711 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 $2.06 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Roger Wittlin Investment Advisory, LLC
|
Nov 08, 2024 Q3 2024 |
1,618
shares
|
$383,223
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
1,612
shares
|
$381,802
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Applied Research Investments, LLC
|
Nov 14, 2022 Q3 2022 |
1,611
shares
|
$381,565
4.5% of portfolio
|
Q3 2022
Reduced 75.05%
|
|
|
Citadel Investment Advisory, Inc.
|
Oct 16, 2024 Q3 2024 |
1,600
shares
|
$378,960
0.2% of portfolio
|
Q4 2020
New holding
|
|
|
Arch Point Investors
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
1,586
shares
|
$375,644
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Pacific Wealth Management
|
Oct 03, 2024 Q3 2024 |
1,580
shares
|
$374,223
0.17% of portfolio
|
Q3 2022
Reduced 2.89%
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
1,577
shares
|
$373,512
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Nov 07, 2024 Q3 2024 |
1,577
shares
|
$373,512
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
1,564
shares
|
$370,433
0.08% of portfolio
|
Q2 2024
Reduced 58.48%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
1,561
shares
|
$369,722
0.14% of portfolio
|
Q1 2023
Added 0.06%
|
|
|
F&V Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,555
shares
|
$368,301
0.09% of portfolio
|
Q2 2024
Reduced 17.07%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jan 02, 2025 Q4 2024 |
1,540
shares
|
$364,749
0.2% of portfolio
|
Q3 2024
Reduced 27.36%
|
|
|
Alpha Omega Group, Inc.
|
Nov 12, 2024 Q3 2024 |
1,539
shares
|
$364,512
0.51% of portfolio
|
Q3 2024
Reduced 8.12%
|
|
|
Bcr Wealth Strategies, LLC
|
Oct 18, 2024 Q3 2024 |
1,537
shares
|
$364,038
0.17% of portfolio
|
Q1 2024
Added 2.19%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Oct 18, 2024 Q3 2024 |
1,532
shares
|
$362,854
0.26% of portfolio
|
Q4 2023
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
1,527
shares
|
$361,669
0.16% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Kirr Marbach & CO LLC
|
Oct 17, 2024 Q3 2024 |
1,522
shares
|
$360,485
0.09% of portfolio
|
Q1 2024
Added 6.28%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Oct 17, 2024 Q3 2024 |
1,514
shares
|
$358,590
0.18% of portfolio
|
Q2 2024
Reduced 14.8%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
1,508
shares
|
$357,169
0.06% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Oct 15, 2024 Q3 2024 |
1,501
shares
|
$355,511
0.1% of portfolio
|
Q1 2022
Reduced 2.53%
|
|
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
Nov 13, 2024 Q3 2024 |
1,500
shares
|
$355,275
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Brooklyn Fi, LLC
New York, NY |
Oct 29, 2024 Q3 2024 |
1,492
shares
|
$353,380
0.12% of portfolio
|
Q3 2024
Reduced 6.05%
|
|
|
Platt Investment Counsel, LLC
|
Oct 24, 2024 Q3 2024 |
1,487
shares
|
$352,195
0.31% of portfolio
|
Q1 2023
New holding
|
|
|
Innovator Capital Management, LLC
Wheaton, IL |
Nov 14, 2024 Q3 2024 |
1,477
shares
|
$349,827
30.07% of portfolio
|
Q3 2024
New holding
|
|
|
Alphasimplex Group, LLC
Boston, MA |
Nov 08, 2022 Q3 2022 |
1,473
shares
|
$348,880
2.06% of portfolio
|
Q3 2022
Reduced 15.0%
|