Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,245 institutions that hold shares in the stock, with a total of 9.05 Billion shares, which have been reported (via 13F filing form) to have a value of $2.17 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
47,818
shares
|
$11.5 Million
2.66% of portfolio
|
Q4 2023
Reduced 1.03%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
47,783
shares
|
$11.5 Million
2.24% of portfolio
|
Q4 2023
Added 19.28%
|
|
|
Stokes Capital Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
47,744
shares
|
$11.5 Million
3.14% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Feb 14, 2025 Q4 2024 |
47,642
shares
|
$11.5 Million
7.95% of portfolio
|
Q4 2024
New holding
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
47,608
shares
|
$11.4 Million
0.55% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
47,542
shares
|
$11.4 Million
4.05% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Advisors Management Group Inc
|
Jan 14, 2025 Q4 2024 |
47,442
shares
|
$11.4 Million
2.81% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
Armstrong Shaw Associates Inc
|
Oct 13, 2023 Q3 2023 |
47,351
shares
|
$11.4 Million
8.58% of portfolio
|
Q2 2023
Reduced 11.01%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
47,326
shares
|
$11.4 Million
1.72% of portfolio
|
Q4 2024
Added 6.4%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
47,326
shares
|
$11.4 Million
3.67% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Elevatus Welath Management
Victor, NY |
Feb 13, 2025 Q4 2024 |
47,322
shares
|
$11.4 Million
4.05% of portfolio
|
Q4 2024
Added 130.01%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Feb 12, 2025 Q4 2024 |
47,280
shares
|
$11.4 Million
6.93% of portfolio
|
Q4 2024
Reduced 5.35%
|
|
|
Pettinga Financial Advisors, LLC
|
Feb 18, 2025 Q4 2024 |
47,200
shares
|
$11.3 Million
2.71% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
47,164
shares
|
$11.3 Million
5.22% of portfolio
|
Q2 2022
Reduced 0.55%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
47,094
shares
|
$11.3 Million
1.25% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Chase Investment Counsel Corp
|
Feb 05, 2025 Q4 2024 |
47,066
shares
|
$11.3 Million
3.94% of portfolio
|
Q4 2024
Added 35.03%
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
47,061
shares
|
$11.3 Million
2.53% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
47,048
shares
|
$11.3 Million
7.54% of portfolio
|
Q3 2024
Reduced 90.99%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Feb 12, 2025 Q4 2024 |
47,044
shares
|
$11.3 Million
6.28% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
47,035
shares
|
$11.3 Million
1.43% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jan 21, 2025 Q4 2024 |
46,991
shares
|
$11.3 Million
3.67% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
46,950
shares
|
$11.3 Million
4.12% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
46,897
shares
|
$11.3 Million
3.77% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Haven Capital Group, Inc.
Camarillo, CA |
Feb 10, 2025 Q4 2024 |
46,867
shares
|
$11.3 Million
11.03% of portfolio
|
Q4 2024
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
46,857
shares
|
$11.3 Million
7.49% of portfolio
|
Q4 2024
Added 0.45%
|