Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,240 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 $2.24 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
10,173
shares
|
$2.51 Million
2.52% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
10,151
shares
|
$2.51 Million
2.89% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Feb 03, 2025 Q4 2024 |
10,151
shares
|
$2.51 Million
2.15% of portfolio
|
Q4 2024
New holding
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Feb 07, 2025 Q4 2024 |
10,140
shares
|
$2.51 Million
2.95% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
10,140
shares
|
$2.51 Million
0.84% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Forth Right Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
10,129
shares
|
$2.5 Million
0.88% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
10,129
shares
|
$2.5 Million
0.55% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
10,122
shares
|
$2.5 Million
2.57% of portfolio
|
Q4 2024
New holding
|
|
|
Everest Management Corp.
Cupertino, CA |
Feb 13, 2025 Q4 2024 |
10,122
shares
|
$2.5 Million
2.23% of portfolio
|
Q4 2024
New holding
|
|
|
Innova Wealth Partners
|
Jan 07, 2025 Q4 2024 |
10,106
shares
|
$2.5 Million
1.76% of portfolio
|
Q4 2024
Added 303.76%
|
|
|
Crestline Management, LP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
10,104
shares
|
$2.5 Million
0.09% of portfolio
|
Q4 2024
Reduced 40.56%
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
Feb 14, 2025 Q4 2024 |
10,091
shares
|
$2.49 Million
0.68% of portfolio
|
Q4 2024
Added 63.55%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jan 23, 2025 Q4 2024 |
10,083
shares
|
$2.49 Million
2.25% of portfolio
|
Q4 2024
New holding
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jan 31, 2025 Q4 2024 |
10,069
shares
|
$2.49 Million
1.12% of portfolio
|
Q4 2024
Added 9.65%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
10,065
shares
|
$2.49 Million
1.1% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
10,040
shares
|
$2.48 Million
0.85% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
10,039
shares
|
$2.48 Million
3.9% of portfolio
|
Q3 2023
Added 1.3%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jan 27, 2025 Q4 2024 |
10,037
shares
|
$2.48 Million
2.32% of portfolio
|
Q4 2024
New holding
|
|
|
Brooktree Capital Management
|
Feb 10, 2025 Q4 2024 |
10,032
shares
|
$2.48 Million
1.92% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Feb 13, 2025 Q4 2024 |
10,008
shares
|
$2.47 Million
0.68% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
10,000
shares
|
$2.47 Million
0.97% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Scp Investment, LP
|
Feb 12, 2025 Q4 2024 |
10,000
shares
|
$2.47 Million
2.09% of portfolio
|
Q3 2022
Reduced 66.67%
|
|
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
Feb 07, 2025 Q4 2024 |
10,000
shares
|
$2.47 Million
0.38% of portfolio
|
Q4 2024
Added 3178.69%
|
|
|
Telligent Fund, LP
Hong Kong, K3 |
Jan 27, 2025 Q4 2024 |
10,000
shares
|
$2.47 Million
2.38% of portfolio
|
Q4 2024
New holding
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 28, 2025 Q4 2024 |
9,989
shares
|
$2.47 Million
1.7% of portfolio
|
Q4 2024
Reduced 6.94%
|