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 |
|---|---|---|---|---|---|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
70,561
shares
|
$16.5 Million
8.38% of portfolio
|
Q4 2023
Added 0.04%
|
|
|
Wills Financial Group, Inc.
|
Nov 14, 2024 Q3 2024 |
70,555
shares
|
$16.5 Million
7.37% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
70,514
shares
|
$16.4 Million
2.77% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
70,490
shares
|
$16.4 Million
3.23% of portfolio
|
Q3 2024
Reduced 30.31%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
70,415
shares
|
$16.4 Million
1.55% of portfolio
|
Q4 2024
Added 22.99%
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
70,383
shares
|
$16.4 Million
4.73% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Baugh & Associates, LLC
|
Jan 16, 2025 Q4 2024 |
70,329
shares
|
$16.4 Million
8.91% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
70,258
shares
|
$16.4 Million
1.96% of portfolio
|
Q3 2024
Reduced 80.62%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
70,252
shares
|
$16.4 Million
1.06% of portfolio
|
Q3 2024
Reduced 26.5%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
70,219
shares
|
$16.4 Million
5.04% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
70,169
shares
|
$16.4 Million
3.07% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
70,164
shares
|
$16.4 Million
4.63% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jan 15, 2025 Q4 2024 |
70,033
shares
|
$16.3 Million
4.25% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Bay Rivers Group
|
Jan 22, 2025 Q4 2024 |
69,899
shares
|
$16.3 Million
8.64% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
69,809
shares
|
$16.3 Million
2.09% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Hudson Value Partners, LLC
|
Jan 31, 2025 Q4 2024 |
69,796
shares
|
$16.3 Million
6.86% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
69,765
shares
|
$16.3 Million
11.1% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Moseley Investment Management Inc
|
Jan 14, 2025 Q4 2024 |
69,675
shares
|
$16.2 Million
6.97% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
69,536
shares
|
$16.2 Million
1.74% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Dnca Finance
Paris, I0 |
Nov 13, 2024 Q3 2024 |
69,470
shares
|
$16.2 Million
1.39% of portfolio
|
Q3 2024
Added 62.5%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
69,289
shares
|
$16.2 Million
2.38% of portfolio
|
Q4 2024
Added 25.77%
|
|
|
Delta Financial Advisors LLC
|
Feb 04, 2025 Q4 2024 |
69,262
shares
|
$16.2 Million
6.55% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Glassy Mountain Advisors, Inc.
|
Jan 27, 2025 Q4 2024 |
69,245
shares
|
$16.1 Million
6.05% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Trust CO Of Oklahoma
|
Jan 17, 2025 Q4 2024 |
69,235
shares
|
$16.1 Million
5.68% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
69,229
shares
|
$16.1 Million
1.51% of portfolio
|
Q3 2024
Reduced 1.73%
|