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 |
|---|---|---|---|---|---|
|
Third Security, LLC
|
Nov 14, 2022 Q3 2022 |
35,700
shares
|
$8.13 Million
2.05% of portfolio
|
Q1 2022
New holding
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jan 28, 2025 Q4 2024 |
35,606
shares
|
$8.1 Million
3.34% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Signet Investment Advisory Group, Inc.
|
Jan 29, 2025 Q4 2024 |
35,593
shares
|
$8.1 Million
4.55% of portfolio
|
Q4 2024
Reduced 8.03%
|
|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Jan 28, 2025 Q4 2024 |
35,538
shares
|
$8.09 Million
4.21% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
35,501
shares
|
$8.08 Million
4.82% of portfolio
|
Q4 2024
Added 6.74%
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
35,500
shares
|
$8.08 Million
1.67% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
35,498
shares
|
$8.08 Million
2.44% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Nvest Financial, LLC
|
Jan 22, 2025 Q4 2024 |
35,491
shares
|
$8.08 Million
4.75% of portfolio
|
Q4 2024
Added 5.79%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Feb 04, 2025 Q4 2024 |
35,439
shares
|
$8.07 Million
5.33% of portfolio
|
Q4 2024
Reduced 3.84%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Feb 05, 2025 Q4 2024 |
35,334
shares
|
$8.04 Million
7.64% of portfolio
|
Q4 2024
New holding
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jan 13, 2025 Q4 2024 |
35,331
shares
|
$8.04 Million
5.98% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Parkwood LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
35,330
shares
|
$8.04 Million
0.58% of portfolio
|
Q3 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
35,319
shares
|
$8.04 Million
5.13% of portfolio
|
Q4 2024
New holding
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
35,314
shares
|
$8.04 Million
4.36% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
35,251
shares
|
$8.02 Million
5.23% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 22, 2025 Q4 2024 |
35,232
shares
|
$8.02 Million
8.11% of portfolio
|
Q4 2024
New holding
|
|
|
Hourglass Capital, LLC
|
Jan 30, 2025 Q4 2024 |
35,229
shares
|
$8.02 Million
2.44% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
35,226
shares
|
$8.02 Million
1.74% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
35,190
shares
|
$8.01 Million
5.9% of portfolio
|
Q3 2024
Reduced 10.01%
|
|
|
Ellsworth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
35,163
shares
|
$8 Million
2.35% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Convergence Investment Partners, LLC
|
Jan 31, 2025 Q4 2024 |
35,110
shares
|
$7.99 Million
2.04% of portfolio
|
Q4 2024
Reduced 7.04%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
35,109
shares
|
$7.99 Million
1.59% of portfolio
|
Q3 2024
Added 25.78%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
35,099
shares
|
$7.99 Million
3.31% of portfolio
|
Q4 2024
Reduced 8.17%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
35,089
shares
|
$7.99 Million
1.51% of portfolio
|
Q4 2024
Added 12.86%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
35,088
shares
|
$7.99 Million
3.22% of portfolio
|
Q1 2024
Added 1.62%
|