Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,923 institutions that hold shares in the stock, with a total of 8.74 Billion shares, which have been reported (via 13F filing form) to have a value of $2.04 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
75,143
shares
|
$17.5 Million
1.91% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
75,131
shares
|
$17.5 Million
3.18% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Lipe & Dalton
|
Feb 03, 2025 Q4 2024 |
75,105
shares
|
$17.5 Million
9.98% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
75,023
shares
|
$17.5 Million
2.33% of portfolio
|
Q4 2024
Added 19.9%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
74,844
shares
|
$17.5 Million
2.98% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
74,796
shares
|
$17.4 Million
3.6% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Jan 24, 2025 Q4 2024 |
74,713
shares
|
$17.4 Million
1.07% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
74,629
shares
|
$17.4 Million
3.88% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
74,614
shares
|
$17.4 Million
8.16% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Grandview Asset Management LLC
|
Jan 13, 2025 Q4 2024 |
74,567
shares
|
$17.4 Million
6.85% of portfolio
|
Q4 2024
Reduced 11.97%
|
|
|
Mane Global Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
74,542
shares
|
$17.4 Million
1.22% of portfolio
|
Q3 2024
Reduced 72.22%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
74,492
shares
|
$17.4 Million
6.88% of portfolio
|
Q4 2023
Reduced 63.66%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Feb 06, 2025 Q4 2024 |
74,436
shares
|
$17.4 Million
12.49% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
74,392
shares
|
$17.3 Million
1.03% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Monolith Management LTD
Hong Kong, K3 |
Nov 12, 2024 Q3 2024 |
74,250
shares
|
$17.3 Million
10.11% of portfolio
|
Q3 2024
New holding
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
74,246
shares
|
$17.3 Million
5.3% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
74,175
shares
|
$17.3 Million
6.35% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
74,124
shares
|
$17.3 Million
0.1% of portfolio
|
Q3 2024
Reduced 92.41%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jan 23, 2025 Q4 2024 |
73,818
shares
|
$17.2 Million
4.26% of portfolio
|
Q4 2024
Added 10.91%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
73,778
shares
|
$17.2 Million
1.65% of portfolio
|
Q4 2023
Reduced 0.8%
|
|
|
Schubert & CO
|
Jan 31, 2025 Q4 2024 |
73,741
shares
|
$17.2 Million
16.01% of portfolio
|
Q4 2024
Reduced 6.0%
|
|
|
Baldwin Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
73,567
shares
|
$17.2 Million
4.42% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Feb 03, 2025 Q4 2024 |
73,463
shares
|
$17.1 Million
4.01% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
73,396
shares
|
$17.1 Million
5.64% of portfolio
|
Q3 2024
Reduced 29.65%
|
|
|
Managed Asset Portfolios, LLC
Rochester, MI |
Feb 07, 2025 Q4 2024 |
73,328
shares
|
$17.1 Million
2.88% of portfolio
|
Q4 2024
Reduced 0.63%
|