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 |
|---|---|---|---|---|---|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Nov 12, 2024 Q3 2024 |
15,280
shares
|
$3.66 Million
1.73% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Jan 21, 2025 Q4 2024 |
15,277
shares
|
$3.66 Million
2.54% of portfolio
|
Q4 2024
Reduced 7.42%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jan 29, 2025 Q4 2024 |
15,248
shares
|
$3.65 Million
2.06% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
15,246
shares
|
$3.65 Million
2.98% of portfolio
|
Q4 2024
Added 29.06%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
15,237
shares
|
$3.65 Million
0.82% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
15,234
shares
|
$3.65 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Mc Carthy Asset Management, Inc.
|
Nov 15, 2024 Q3 2024 |
15,228
shares
|
$3.64 Million
2.54% of portfolio
|
Q3 2024
Reduced 50.95%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
15,225
shares
|
$3.64 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Oct 31, 2024 Q3 2024 |
15,224
shares
|
$3.64 Million
1.26% of portfolio
|
Q3 2024
Reduced 11.59%
|
|
|
Motive Wealth Advisors
|
Jan 21, 2025 Q4 2024 |
15,203
shares
|
$3.64 Million
2.06% of portfolio
|
Q4 2024
Added 13.87%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
15,199
shares
|
$3.64 Million
1.54% of portfolio
|
Q3 2024
Reduced 7.92%
|
|
|
Lansing Street Advisors
|
Oct 29, 2024 Q3 2024 |
15,193
shares
|
$3.64 Million
1.35% of portfolio
|
Q3 2024
Added 13.48%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
15,190
shares
|
$3.64 Million
1.12% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
15,189
shares
|
$3.64 Million
1.37% of portfolio
|
Q2 2024
Added 17.46%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Nov 14, 2024 Q3 2024 |
15,184
shares
|
$3.63 Million
4.88% of portfolio
|
Q4 2023
Reduced 1.71%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
15,160
shares
|
$3.63 Million
0.92% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
15,154
shares
|
$3.63 Million
4.27% of portfolio
|
Q3 2023
Reduced 6.88%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
15,151
shares
|
$3.63 Million
1.89% of portfolio
|
Q2 2023
New holding
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
15,147
shares
|
$3.63 Million
1.79% of portfolio
|
Q3 2023
Added 0.07%
|
|
|
Werlinich Asset Management, LLC
Stamford, CT |
Jan 14, 2025 Q4 2024 |
15,145
shares
|
$3.63 Million
2.22% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
15,143
shares
|
$3.62 Million
2.02% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 23, 2024 Q3 2024 |
15,136
shares
|
$3.62 Million
0.88% of portfolio
|
Q3 2024
Added 62.19%
|
|
|
Jrm Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
15,133
shares
|
$3.62 Million
1.21% of portfolio
|
Q3 2024
Reduced 9.63%
|
|
|
Riverpark Capital Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
15,091
shares
|
$3.61 Million
6.41% of portfolio
|
Q3 2024
Reduced 10.3%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
15,080
shares
|
$3.61 Million
1.87% of portfolio
|
Q3 2024
Reduced 12.15%
|