Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,906 institutions that hold shares in the stock, with a total of 8.73 Billion shares, which have been reported (via 13F filing form) to have a value of $2.03 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foresight Capital Management Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
19,163
shares
|
$4.47 Million
2.86% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jan 28, 2025 Q4 2024 |
19,160
shares
|
$4.47 Million
3.02% of portfolio
|
Q4 2024
Added 14.27%
|
|
|
Richelieu Gestion PLC
|
Apr 15, 2024 Q1 2024 |
19,121
shares
|
$4.46 Million
3.37% of portfolio
|
Q1 2024
Added 111.94%
|
|
|
Glynn Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
19,112
shares
|
$4.46 Million
1.22% of portfolio
|
Q3 2024
Reduced 40.32%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Nov 01, 2024 Q3 2024 |
19,099
shares
|
$4.45 Million
2.3% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
19,098
shares
|
$4.45 Million
0.13% of portfolio
|
Q4 2024
Reduced 8.57%
|
|
|
Fca Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
19,094
shares
|
$4.45 Million
1.41% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Jan 24, 2025 Q4 2024 |
19,041
shares
|
$4.44 Million
2.56% of portfolio
|
Q4 2024
Reduced 49.95%
|
|
|
Schulhoff & CO Inc
|
Feb 05, 2025 Q4 2024 |
19,033
shares
|
$4.44 Million
2.23% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
19,023
shares
|
$4.44 Million
5.11% of portfolio
|
Q3 2023
Reduced 29.27%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
19,009
shares
|
$4.43 Million
2.11% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
18,989
shares
|
$4.43 Million
3.09% of portfolio
|
Q3 2024
Added 6.35%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Jan 24, 2025 Q4 2024 |
18,964
shares
|
$4.42 Million
2.92% of portfolio
|
Q4 2024
New holding
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
18,950
shares
|
$4.42 Million
4.65% of portfolio
|
Q2 2022
Added 7.23%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 29, 2025 Q4 2024 |
18,929
shares
|
$4.41 Million
2.64% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jan 31, 2025 Q4 2024 |
18,927
shares
|
$4.41 Million
1.49% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 13, 2024 Q3 2024 |
18,882
shares
|
$4.4 Million
0.19% of portfolio
|
Q3 2024
Reduced 13.5%
|
|
|
Mosaic Advisors LLC
Houston, TX |
Oct 29, 2024 Q3 2024 |
18,867
shares
|
$4.4 Million
3.45% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
18,858
shares
|
$4.4 Million
1.61% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Jan 14, 2025 Q4 2024 |
18,793
shares
|
$4.38 Million
3.24% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
18,783
shares
|
$4.38 Million
3.63% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
18,749
shares
|
$4.37 Million
2.07% of portfolio
|
Q4 2022
Added 2.43%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
18,730
shares
|
$4.37 Million
2.3% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
18,729
shares
|
$4.37 Million
1.85% of portfolio
|
Q2 2024
Added 49.07%
|
|
|
Kaye Capital Management
El Segundo, CA |
Jan 15, 2025 Q4 2024 |
18,723
shares
|
$4.37 Million
2.33% of portfolio
|
Q4 2024
Reduced 1.0%
|