Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,999 institutions that hold shares in the stock, with a total of 8.81 Billion shares, which have been reported (via 13F filing form) to have a value of $2.05 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Capital Management, Inc.
|
Feb 11, 2025 Q4 2024 |
2,174
shares
|
$505,715
0.02% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Feb 05, 2025 Q4 2024 |
2,172
shares
|
$505,250
0.28% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
2,156
shares
|
$501,528
0.31% of portfolio
|
Q1 2024
Reduced 1.6%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Jan 29, 2025 Q4 2024 |
2,151
shares
|
$500,365
0.35% of portfolio
|
Q4 2024
Reduced 82.94%
|
|
|
Orcam Financial Group
Encinitas, CA |
Nov 14, 2024 Q3 2024 |
2,149
shares
|
$499,900
0.49% of portfolio
|
Q4 2023
Reduced 8.51%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Feb 04, 2025 Q4 2024 |
2,148
shares
|
$499,667
0.31% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jan 17, 2025 Q4 2024 |
2,144
shares
|
$498,737
0.52% of portfolio
|
Q4 2024
Reduced 18.23%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
2,141
shares
|
$498,039
0.34% of portfolio
|
Q4 2024
Added 14.13%
|
|
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
Aug 04, 2023 Q2 2023 |
2,129
shares
|
$495,247
1.0% of portfolio
|
Q2 2023
Added 6.4%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Feb 04, 2025 Q4 2024 |
2,126
shares
|
$494,550
0.33% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Fsa Investment Group, LLC
Pensacola, FL |
Jan 23, 2025 Q4 2024 |
2,123
shares
|
$493,852
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Jan 17, 2025 Q4 2024 |
2,122
shares
|
$493,619
0.57% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Nov 14, 2024 Q3 2024 |
2,119
shares
|
$492,921
0.05% of portfolio
|
Q3 2024
Reduced 20.13%
|
|
|
Martin Capital Partners, LLC
|
Jan 27, 2025 Q4 2024 |
2,100
shares
|
$488,502
0.62% of portfolio
|
Q4 2024
Reduced 37.05%
|
|
|
Nfc Investments, LLC
Memphis, TN |
Feb 10, 2025 Q4 2024 |
2,100
shares
|
$488,502
0.15% of portfolio
|
Q3 2024
Reduced 33.35%
|
|
|
Alpha Square Group S, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,100
shares
|
$488,502
0.51% of portfolio
|
Q3 2024
Added 31.25%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Nov 14, 2024 Q3 2024 |
2,100
shares
|
$488,502
0.06% of portfolio
|
Q3 2024
Reduced 94.47%
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
2,089
shares
|
$485,943
0.4% of portfolio
|
Q4 2024
Added 18.16%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 30, 2025 Q4 2024 |
2,086
shares
|
$485,245
0.41% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
2,067
shares
|
$480,825
0.3% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
2,062
shares
|
$479,662
0.29% of portfolio
|
Q4 2024
Reduced 40.9%
|
|
|
Bfi Infinity Ltd.
Zurich, V8 |
Jan 14, 2025 Q4 2024 |
2,060
shares
|
$479,197
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Jan 17, 2025 Q4 2024 |
2,052
shares
|
$477,336
0.15% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jan 17, 2025 Q4 2024 |
2,052
shares
|
$477,336
0.15% of portfolio
|
Q4 2024
Reduced 99.53%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 13, 2024 Q3 2024 |
2,051
shares
|
$477,103
0.37% of portfolio
|
Q3 2024
Reduced 1.63%
|