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 |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
32,647
shares
|
$7.43 Million
1.09% of portfolio
|
Q3 2024
Reduced 77.44%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
32,609
shares
|
$7.42 Million
4.41% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 10, 2025 Q4 2024 |
32,558
shares
|
$7.41 Million
5.66% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 12, 2024 Q3 2024 |
32,548
shares
|
$7.41 Million
3.26% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
32,444
shares
|
$7.39 Million
3.08% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Opus Investment Management Inc
|
Nov 12, 2024 Q3 2024 |
32,400
shares
|
$7.38 Million
5.3% of portfolio
|
Q4 2022
Reduced 30.77%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Feb 03, 2025 Q4 2024 |
32,399
shares
|
$7.37 Million
5.84% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
32,378
shares
|
$7.37 Million
0.65% of portfolio
|
Q3 2024
Reduced 7.44%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
32,354
shares
|
$7.36 Million
0.01% of portfolio
|
Q3 2024
Reduced 97.16%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jan 16, 2025 Q4 2024 |
32,351
shares
|
$7.36 Million
5.79% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Nov 14, 2024 Q3 2024 |
32,332
shares
|
$7.36 Million
6.97% of portfolio
|
Q3 2024
Reduced 6.05%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
32,327
shares
|
$7.36 Million
6.16% of portfolio
|
Q4 2024
New holding
|
|
|
Anchor Capital Advisors LLC
|
Feb 05, 2025 Q4 2024 |
32,311
shares
|
$7.35 Million
0.25% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
32,301
shares
|
$7.35 Million
2.78% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Aft, Forsyth & Sober, LLC
|
Nov 14, 2024 Q3 2024 |
32,300
shares
|
$7.35 Million
2.49% of portfolio
|
Q1 2024
Added 100.62%
|
|
|
Cutter & CO Brokerage, Inc.
|
Feb 04, 2025 Q4 2024 |
32,276
shares
|
$7.35 Million
2.15% of portfolio
|
Q4 2024
Reduced 4.14%
|
|
|
Sea Town Holdings Pte. Ltd.
|
Jan 16, 2025 Q4 2024 |
32,222
shares
|
$7.33 Million
5.64% of portfolio
|
Q4 2024
Reduced 31.03%
|
|
|
Riverbridge Partners LLC
|
Jan 17, 2025 Q4 2024 |
32,187
shares
|
$7.33 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Nov 12, 2024 Q3 2024 |
32,165
shares
|
$7.32 Million
4.76% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Jan 27, 2025 Q4 2024 |
32,093
shares
|
$7.31 Million
6.37% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Jan 31, 2025 Q4 2024 |
32,083
shares
|
$7.3 Million
5.81% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Madden Securities Corp
|
Jan 29, 2025 Q4 2024 |
32,014
shares
|
$7.29 Million
3.38% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
32,005
shares
|
$7.29 Million
3.51% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
31,997
shares
|
$7.28 Million
3.41% of portfolio
|
Q3 2023
Reduced 0.27%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
31,987
shares
|
$7.28 Million
3.18% of portfolio
|
Q2 2024
Reduced 0.35%
|