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 |
|---|---|---|---|---|---|
|
Rock Point Advisors, LLC
Burlington, VT |
Nov 13, 2024 Q3 2024 |
57,228
shares
|
$13.3 Million
3.72% of portfolio
|
Q3 2024
Added 8.87%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 14, 2024 Q3 2024 |
57,173
shares
|
$13.3 Million
5.12% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
57,080
shares
|
$13.3 Million
8.6% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Feb 12, 2025 Q4 2024 |
57,065
shares
|
$13.3 Million
3.51% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
57,053
shares
|
$13.3 Million
7.29% of portfolio
|
Q4 2024
Reduced 7.88%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
57,039
shares
|
$13.3 Million
1.78% of portfolio
|
Q4 2024
Added 7.07%
|
|
|
Abundance Wealth Counselors
|
Jan 24, 2025 Q4 2024 |
57,034
shares
|
$13.3 Million
3.11% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
56,966
shares
|
$13.3 Million
3.0% of portfolio
|
Q4 2024
Added 26.3%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
56,946
shares
|
$13.2 Million
2.11% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
56,914
shares
|
$13.2 Million
7.41% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Clay Northam Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
56,843
shares
|
$13.2 Million
9.35% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
56,843
shares
|
$13.2 Million
2.33% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Kensington Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
56,839
shares
|
$13.2 Million
5.96% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
56,786
shares
|
$13.2 Million
9.69% of portfolio
|
Q4 2024
New holding
|
|
|
Kg&L Capital Management,Llc
|
Jan 23, 2025 Q4 2024 |
56,751
shares
|
$13.2 Million
4.7% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
Feb 10, 2025 Q4 2024 |
56,750
shares
|
$13.2 Million
1.17% of portfolio
|
Q4 2024
Reduced 33.49%
|
|
|
Satovsky Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
56,727
shares
|
$13.2 Million
3.25% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Nov 06, 2024 Q3 2024 |
56,700
shares
|
$13.2 Million
7.45% of portfolio
|
Q2 2024
Reduced 6.61%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
56,686
shares
|
$13.2 Million
1.47% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
56,683
shares
|
$13.2 Million
11.39% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
56,673
shares
|
$13.2 Million
3.19% of portfolio
|
Q3 2024
Reduced 9.91%
|
|
|
Alkeon Capital Management LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
56,627
shares
|
$13.2 Million
0.02% of portfolio
|
Q2 2022
Reduced 94.56%
|
|
|
Nkcfo LLC
|
Jan 30, 2025 Q4 2024 |
56,550
shares
|
$13.2 Million
6.23% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
56,467
shares
|
$13.1 Million
6.63% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Miramar Capital, LLC
|
Feb 07, 2025 Q4 2024 |
56,443
shares
|
$13.1 Million
3.47% of portfolio
|
Q4 2024
Added 0.23%
|