Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,947 institutions that hold shares in the stock, with a total of 8.75 Billion shares, which have been reported (via 13F filing form) to have a value of $1.99 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Corps Capital Advisors, LLC
Southlake, TX |
Feb 03, 2025 Q4 2024 |
41,136
shares
|
$9.36 Million
10.45% of portfolio
|
Q4 2024
New holding
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Jan 31, 2025 Q4 2024 |
41,129
shares
|
$9.36 Million
5.69% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
41,111
shares
|
$9.36 Million
5.74% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
41,086
shares
|
$9.35 Million
3.75% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Feb 05, 2025 Q4 2024 |
41,022
shares
|
$9.34 Million
9.86% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
40,991
shares
|
$9.33 Million
1.16% of portfolio
|
Q4 2024
Added 7.31%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Jan 31, 2025 Q4 2024 |
40,986
shares
|
$9.33 Million
3.38% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
40,949
shares
|
$9.32 Million
1.24% of portfolio
|
Q4 2024
Reduced 5.22%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
40,934
shares
|
$9.32 Million
6.05% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jan 13, 2025 Q4 2024 |
40,884
shares
|
$9.31 Million
5.09% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
40,867
shares
|
$9.3 Million
1.2% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jan 31, 2025 Q4 2024 |
40,863
shares
|
$9.3 Million
2.29% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 23, 2025 Q4 2024 |
40,839
shares
|
$9.3 Million
2.88% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
40,825
shares
|
$9.29 Million
3.07% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Waddell & Associates, LLC
|
Nov 12, 2024 Q3 2024 |
40,806
shares
|
$9.29 Million
1.17% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
40,751
shares
|
$9.28 Million
2.42% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
40,700
shares
|
$9.26 Million
1.6% of portfolio
|
Q4 2024
Added 36.66%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 15, 2024 Q3 2024 |
40,616
shares
|
$9.25 Million
4.76% of portfolio
|
Q3 2024
New holding
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Aug 09, 2024 Q2 2024 |
40,498
shares
|
$9.22 Million
3.07% of portfolio
|
Q2 2024
Added 0.82%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
40,450
shares
|
$9.21 Million
1.56% of portfolio
|
Q4 2022
Added 0.06%
|
|
|
Cohen Investment Advisors LLC
|
Jan 14, 2025 Q4 2024 |
40,433
shares
|
$9.2 Million
6.1% of portfolio
|
Q4 2024
Reduced 11.33%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
40,421
shares
|
$9.2 Million
2.6% of portfolio
|
Q3 2024
Added 34.3%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
40,420
shares
|
$9.2 Million
1.77% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
40,415
shares
|
$9.2 Million
2.86% of portfolio
|
Q3 2024
Added 84.1%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
40,398
shares
|
$9.2 Million
2.5% of portfolio
|
Q4 2024
Added 1.11%
|