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 |
|---|---|---|---|---|---|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 30, 2024 Q3 2024 |
26,042
shares
|
$5.93 Million
2.95% of portfolio
|
Q3 2024
Added 25.27%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jan 15, 2025 Q4 2024 |
26,024
shares
|
$5.92 Million
2.1% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
26,020
shares
|
$5.92 Million
0.4% of portfolio
|
Q4 2022
Added 2.04%
|
|
|
Jbf Capital, Inc.
Aspen, CO |
Nov 14, 2024 Q3 2024 |
26,000
shares
|
$5.92 Million
0.96% of portfolio
|
Q1 2024
Reduced 23.53%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
25,991
shares
|
$5.92 Million
2.68% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
25,979
shares
|
$5.91 Million
2.72% of portfolio
|
Q2 2023
Reduced 1.77%
|
|
|
Archvest Wealth Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
25,965
shares
|
$5.91 Million
4.74% of portfolio
|
Q4 2024
Added 3.71%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
25,921
shares
|
$5.9 Million
1.91% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
25,921
shares
|
$5.9 Million
1.67% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Mcrae Capital Management Inc
|
Jan 29, 2025 Q4 2024 |
25,909
shares
|
$5.9 Million
1.35% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
25,886
shares
|
$5.89 Million
0.1% of portfolio
|
Q2 2024
Reduced 0.85%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jan 29, 2025 Q4 2024 |
25,861
shares
|
$5.89 Million
5.26% of portfolio
|
Q4 2024
New holding
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
25,860
shares
|
$5.89 Million
4.34% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
25,828
shares
|
$5.88 Million
2.11% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Curran Financial Partners, LLC
|
Jan 22, 2025 Q4 2024 |
25,785
shares
|
$5.87 Million
2.01% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
25,769
shares
|
$5.87 Million
2.18% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
25,762
shares
|
$5.86 Million
4.02% of portfolio
|
Q3 2024
Reduced 22.25%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
25,748
shares
|
$5.86 Million
9.38% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Feb 04, 2025 Q4 2024 |
25,734
shares
|
$5.86 Million
7.33% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
25,713
shares
|
$5.85 Million
1.62% of portfolio
|
Q4 2024
Added 15.32%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
25,674
shares
|
$5.84 Million
2.72% of portfolio
|
Q4 2023
Reduced 8.35%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 14, 2024 Q3 2024 |
25,672
shares
|
$5.84 Million
1.84% of portfolio
|
Q3 2024
Added 20.93%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
25,664
shares
|
$5.84 Million
1.18% of portfolio
|
Q3 2024
Reduced 12.01%
|
|
|
Marest Capital, LLC
Tarzana, CA |
Jan 23, 2025 Q4 2024 |
25,654
shares
|
$5.84 Million
5.19% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jan 14, 2025 Q4 2024 |
25,653
shares
|
$5.84 Million
2.84% of portfolio
|
Q4 2024
Added 4.38%
|