Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,906 institutions that hold shares in the stock, with a total of 8.73 Billion shares, which have been reported (via 13F filing form) to have a value of $2.03 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
1,333
shares
|
$309,882
0.21% of portfolio
|
Q1 2023
New holding
|
|
|
Red Spruce Capital, LLC
|
Jan 17, 2025 Q4 2024 |
1,323
shares
|
$307,557
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
American Capital Management Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
1,316
shares
|
$305,930
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
1,315
shares
|
$305,698
0.01% of portfolio
|
Q3 2024
Reduced 96.7%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jan 21, 2025 Q4 2024 |
1,311
shares
|
$304,768
0.17% of portfolio
|
Q3 2024
Reduced 76.44%
|
|
|
Bernzott Capital Advisors
|
Jan 14, 2025 Q4 2024 |
1,304
shares
|
$303,140
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
Oct 15, 2024 Q3 2024 |
1,304
shares
|
$303,140
0.07% of portfolio
|
Q3 2024
Reduced 37.99%
|
|
|
Touchstone Capital, Inc.
|
Oct 15, 2024 Q3 2024 |
1,300
shares
|
$302,211
0.46% of portfolio
|
Q3 2023
Reduced 0.08%
|
|
|
Dsc Advisors, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,300
shares
|
$302,211
3.13% of portfolio
|
Q3 2024
Reduced 11.98%
|
|
|
Samjo Capital LLC
|
Nov 14, 2023 Q3 2023 |
1,280
shares
|
$297,561
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
One Advisory Partners, LLC
|
Jan 21, 2025 Q4 2024 |
1,266
shares
|
$294,307
0.14% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jan 14, 2025 Q4 2024 |
1,257
shares
|
$292,214
0.15% of portfolio
|
Q4 2024
Reduced 61.41%
|
|
|
Raymond James Trust Co. Of Nh
|
Nov 12, 2024 Q3 2024 |
1,251
shares
|
$290,819
2.4% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Compass Financial Group, Inc.
|
Feb 05, 2025 Q4 2024 |
1,249
shares
|
$290,355
0.16% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Feb 03, 2025 Q4 2024 |
1,239
shares
|
$288,030
0.14% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Nov 07, 2024 Q3 2024 |
1,238
shares
|
$287,797
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Investment Management Associates Inc
|
Feb 03, 2025 Q4 2024 |
1,235
shares
|
$287,100
0.05% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
Oct 21, 2024 Q3 2024 |
1,215
shares
|
$282,451
0.16% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
Nov 14, 2024 Q3 2024 |
1,209
shares
|
$281,056
0.78% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Feb 04, 2025 Q4 2024 |
1,202
shares
|
$279,428
0.19% of portfolio
|
Q2 2023
New holding
|
|
|
Safir Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
1,200
shares
|
$278,964
0.23% of portfolio
|
Q2 2023
New holding
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
1,196
shares
|
$278,034
0.15% of portfolio
|
Q2 2024
Reduced 6.64%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
1,184
shares
|
$275,244
0.29% of portfolio
|
Q4 2024
Reduced 14.45%
|
|
|
Savior LLC
|
Jan 22, 2025 Q4 2024 |
1,177
shares
|
$273,617
1.69% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Feb 05, 2025 Q4 2024 |
1,165
shares
|
$270,827
0.17% of portfolio
|
Q4 2024
Added 10.01%
|