Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,821 institutions that hold shares in the stock, with a total of 8.69 Billion shares, which have been reported (via 13F filing form) to have a value of $2.08 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
15,663
shares
|
$3.75 Million
1.22% of portfolio
|
Q3 2024
Added 26.23%
|
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
15,646
shares
|
$3.75 Million
1.42% of portfolio
|
Q3 2024
Added 11.15%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jan 29, 2025 Q4 2024 |
15,618
shares
|
$3.74 Million
1.25% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Oct 22, 2024 Q3 2024 |
15,616
shares
|
$3.74 Million
0.82% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
15,599
shares
|
$3.73 Million
0.44% of portfolio
|
Q4 2024
Reduced 7.95%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Oct 08, 2024 Q3 2024 |
15,594
shares
|
$3.73 Million
2.4% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
15,541
shares
|
$3.72 Million
0.1% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
15,522
shares
|
$3.72 Million
2.18% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Focus Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
15,500
shares
|
$3.71 Million
2.27% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
15,471
shares
|
$3.7 Million
3.06% of portfolio
|
Q3 2024
Reduced 22.95%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
15,458
shares
|
$3.7 Million
4.06% of portfolio
|
Q3 2023
Reduced 1.72%
|
|
|
Burr Financial Services, LLC
Pleasant Hill, CA |
Jan 17, 2025 Q4 2024 |
15,451
shares
|
$3.7 Million
2.61% of portfolio
|
Q4 2024
Reduced 29.81%
|
|
|
Enzi Wealth
Austin, TX |
Jan 23, 2025 Q4 2024 |
15,450
shares
|
$3.7 Million
1.59% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
15,438
shares
|
$3.7 Million
1.4% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Pinpoint Asset Management LTD
Hong Kong, K3 |
Nov 13, 2024 Q3 2024 |
15,415
shares
|
$3.69 Million
0.91% of portfolio
|
Q3 2024
Reduced 30.4%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
15,413
shares
|
$3.69 Million
2.2% of portfolio
|
Q3 2023
Added 0.01%
|
|
|
Arcus Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
15,396
shares
|
$3.69 Million
1.48% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Nov 14, 2024 Q3 2024 |
15,342
shares
|
$3.67 Million
2.03% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 08, 2024 Q3 2024 |
15,333
shares
|
$3.67 Million
1.07% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
15,332
shares
|
$3.67 Million
1.54% of portfolio
|
Q3 2024
Reduced 46.77%
|
|
|
Ade, LLC
|
Jan 16, 2025 Q4 2024 |
15,329
shares
|
$3.67 Million
2.4% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Eads & Heald Wealth Management
|
Jan 17, 2025 Q4 2024 |
15,315
shares
|
$3.67 Million
1.89% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
15,305
shares
|
$3.66 Million
1.06% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jan 13, 2025 Q4 2024 |
15,302
shares
|
$3.66 Million
1.69% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
15,286
shares
|
$3.66 Million
0.84% of portfolio
|
Q4 2024
Added 3.75%
|