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 |
|---|---|---|---|---|---|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
36,909
shares
|
$8.4 Million
2.1% of portfolio
|
Q2 2023
Added 152.59%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jan 17, 2025 Q4 2024 |
36,903
shares
|
$8.4 Million
4.81% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Ellenbecker Investment Group
|
Jan 13, 2025 Q4 2024 |
36,897
shares
|
$8.4 Million
1.71% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Feb 07, 2025 Q4 2024 |
36,886
shares
|
$8.4 Million
3.39% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
36,860
shares
|
$8.39 Million
3.8% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
36,829
shares
|
$8.38 Million
1.33% of portfolio
|
Q3 2024
Added 8.12%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
36,812
shares
|
$8.38 Million
3.66% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
36,789
shares
|
$8.37 Million
4.33% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Pettee Investors, Inc.
|
Feb 07, 2025 Q4 2024 |
36,767
shares
|
$8.37 Million
4.8% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Promethos Capital, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
36,750
shares
|
$8.37 Million
3.05% of portfolio
|
Q2 2024
New holding
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
36,726
shares
|
$8.36 Million
3.37% of portfolio
|
Q4 2024
Reduced 13.02%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
36,704
shares
|
$8.35 Million
2.41% of portfolio
|
Q3 2024
Reduced 6.02%
|
|
|
Rip Road Capital Partners LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
36,700
shares
|
$8.35 Million
8.9% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 29, 2025 Q4 2024 |
36,676
shares
|
$8.35 Million
7.21% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Oct 30, 2024 Q3 2024 |
36,650
shares
|
$8.34 Million
2.05% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
36,633
shares
|
$8.34 Million
4.26% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Granite Bay Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
36,603
shares
|
$8.33 Million
3.4% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Bhk Investment Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
36,569
shares
|
$8.32 Million
3.44% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
36,546
shares
|
$8.32 Million
1.55% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
36,536
shares
|
$8.32 Million
0.49% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Feb 03, 2025 Q4 2024 |
36,465
shares
|
$8.3 Million
7.46% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Jan 27, 2025 Q4 2024 |
36,436
shares
|
$8.29 Million
6.81% of portfolio
|
Q4 2024
New holding
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
36,432
shares
|
$8.29 Million
4.34% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
36,402
shares
|
$8.29 Million
2.43% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
36,393
shares
|
$8.28 Million
4.0% of portfolio
|
Q2 2023
Added 0.26%
|