Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,999 institutions that hold shares in the stock, with a total of 8.81 Billion shares, which have been reported (via 13F filing form) to have a value of $2.05 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
25,003
shares
|
$5.82 Million
1.05% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Herald Investment Management LTD
|
Nov 13, 2024 Q3 2024 |
25,000
shares
|
$5.82 Million
1.16% of portfolio
|
Q4 2023
Reduced 20.63%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Nov 12, 2024 Q3 2024 |
25,000
shares
|
$5.82 Million
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2024 Q3 2024 |
24,995
shares
|
$5.81 Million
1.59% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
24,989
shares
|
$5.81 Million
3.47% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
24,984
shares
|
$5.81 Million
1.54% of portfolio
|
Q1 2024
Reduced 0.6%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
24,975
shares
|
$5.81 Million
2.82% of portfolio
|
Q2 2022
Added 4.27%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jan 13, 2025 Q4 2024 |
24,946
shares
|
$5.8 Million
1.92% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
24,943
shares
|
$5.8 Million
0.37% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
24,890
shares
|
$5.79 Million
2.91% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
24,887
shares
|
$5.79 Million
1.64% of portfolio
|
Q4 2024
Added 32.88%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
24,878
shares
|
$5.79 Million
4.13% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
24,873
shares
|
$5.79 Million
1.41% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
24,843
shares
|
$5.78 Million
3.38% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Feb 12, 2025 Q4 2024 |
24,838
shares
|
$5.78 Million
5.29% of portfolio
|
Q4 2024
Reduced 14.88%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Nov 14, 2024 Q3 2024 |
24,828
shares
|
$5.78 Million
5.98% of portfolio
|
Q3 2024
Reduced 5.38%
|
|
|
Prudent Man Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
24,789
shares
|
$5.77 Million
2.29% of portfolio
|
Q4 2024
Reduced 6.3%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Jan 30, 2025 Q4 2024 |
24,777
shares
|
$5.76 Million
6.65% of portfolio
|
Q4 2024
New holding
|
|
|
Sykon Capital LLC
Harrison, NY |
Feb 11, 2025 Q4 2024 |
24,731
shares
|
$5.75 Million
2.13% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Nov 14, 2024 Q3 2024 |
24,710
shares
|
$5.75 Million
3.34% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
24,707
shares
|
$5.75 Million
5.69% of portfolio
|
Q3 2024
New holding
|
|
|
Addison Capital CO
|
Feb 10, 2025 Q4 2024 |
24,698
shares
|
$5.75 Million
2.6% of portfolio
|
Q4 2024
Reduced 3.25%
|
|
|
Kwmg, LLC
|
Jan 13, 2025 Q4 2024 |
24,678
shares
|
$5.74 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Feb 07, 2025 Q4 2024 |
24,622
shares
|
$5.73 Million
1.52% of portfolio
|
Q4 2024
Reduced 86.36%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Feb 06, 2025 Q4 2024 |
24,619
shares
|
$5.73 Million
0.61% of portfolio
|
Q4 2024
Added 8.8%
|