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 |
|---|---|---|---|---|---|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
31,957
shares
|
$7.27 Million
3.3% of portfolio
|
Q2 2023
Added 0.24%
|
|
|
Echo Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
31,952
shares
|
$7.27 Million
6.25% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
31,903
shares
|
$7.26 Million
6.92% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 22, 2025 Q4 2024 |
31,892
shares
|
$7.26 Million
3.41% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
31,869
shares
|
$7.25 Million
0.62% of portfolio
|
Q3 2024
Added 41.84%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 12, 2024 Q3 2024 |
31,864
shares
|
$7.25 Million
1.08% of portfolio
|
Q3 2024
Added 6.31%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Jan 31, 2025 Q4 2024 |
31,862
shares
|
$7.25 Million
0.77% of portfolio
|
Q4 2024
Reduced 92.92%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
31,858
shares
|
$7.25 Million
2.44% of portfolio
|
Q4 2024
Reduced 13.96%
|
|
|
Cmg Global Holdings, LLC
|
Jan 23, 2025 Q4 2024 |
31,824
shares
|
$7.24 Million
4.81% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Wd Rutherford LLC
|
Jan 30, 2025 Q4 2024 |
31,818
shares
|
$7.24 Million
3.82% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
River Park Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
31,685
shares
|
$7.21 Million
6.13% of portfolio
|
Q3 2024
Added 8.08%
|
|
|
Strong Box Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
31,660
shares
|
$7.21 Million
3.48% of portfolio
|
Q4 2024
Reduced 8.78%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
31,616
shares
|
$7.2 Million
0.7% of portfolio
|
Q4 2024
Added 11.59%
|
|
|
Cvfg LLC
Shelbyville, IN |
Jan 15, 2025 Q4 2024 |
31,603
shares
|
$7.19 Million
7.22% of portfolio
|
Q4 2024
New holding
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Feb 07, 2025 Q4 2024 |
31,595
shares
|
$7.19 Million
5.77% of portfolio
|
Q4 2024
New holding
|
|
|
Gerber, LLC
Columbus, OH |
Oct 21, 2024 Q3 2024 |
31,575
shares
|
$7.19 Million
5.41% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Jan 14, 2025 Q4 2024 |
31,565
shares
|
$7.19 Million
4.99% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
31,565
shares
|
$7.19 Million
3.12% of portfolio
|
Q4 2024
Reduced 5.12%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
31,547
shares
|
$7.18 Million
3.2% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
31,523
shares
|
$7.18 Million
3.29% of portfolio
|
Q4 2024
Added 5.44%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
31,496
shares
|
$7.17 Million
2.82% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
31,481
shares
|
$7.17 Million
2.58% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Feb 06, 2025 Q4 2024 |
31,453
shares
|
$7.16 Million
6.34% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Feb 05, 2025 Q4 2024 |
31,410
shares
|
$7.15 Million
3.89% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jan 23, 2025 Q4 2024 |
31,409
shares
|
$7.15 Million
4.35% of portfolio
|
Q4 2024
Added 0.33%
|