Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,785 institutions that hold shares in the stock, with a total of 8.68 Billion shares, which have been reported (via 13F filing form) to have a value of $1.93 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2024 Q3 2024 |
13,429
shares
|
$2.99 Million
4.58% of portfolio
|
Q3 2024
Added 279.78%
|
|
|
Wbi Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
13,425
shares
|
$2.99 Million
0.78% of portfolio
|
Q3 2024
Reduced 53.9%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2024 Q3 2024 |
13,379
shares
|
$2.98 Million
2.92% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Avondale Wealth Management
|
Jan 10, 2025 Q4 2024 |
13,365
shares
|
$2.98 Million
2.22% of portfolio
|
Q4 2024
Reduced 8.32%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
13,363
shares
|
$2.98 Million
2.19% of portfolio
|
Q2 2024
Added 103.33%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
Nov 14, 2024 Q3 2024 |
13,350
shares
|
$2.97 Million
0.04% of portfolio
|
Q3 2024
Added 26.54%
|
|
|
Fortune 45 LLC
|
Nov 14, 2024 Q3 2024 |
13,341
shares
|
$2.97 Million
2.21% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
13,335
shares
|
$2.97 Million
1.81% of portfolio
|
Q3 2024
Added 9.39%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
13,320
shares
|
$2.97 Million
2.22% of portfolio
|
Q3 2024
Added 9.52%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Nov 12, 2024 Q3 2024 |
13,311
shares
|
$2.97 Million
1.32% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Northern Capital Management, Inc.
|
Nov 12, 2024 Q3 2024 |
13,290
shares
|
$2.96 Million
1.96% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
13,289
shares
|
$2.96 Million
1.28% of portfolio
|
Q3 2022
Added 5.26%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
13,265
shares
|
$2.96 Million
1.51% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
13,223
shares
|
$2.95 Million
4.87% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
13,222
shares
|
$2.95 Million
2.22% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Capitol Family Office, Inc.
|
Jan 23, 2025 Q4 2024 |
13,212
shares
|
$2.94 Million
4.42% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Sterling Manor Financial, LLC
|
Jan 24, 2025 Q4 2024 |
13,193
shares
|
$2.94 Million
2.42% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Cherrydale Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
13,169
shares
|
$2.93 Million
1.29% of portfolio
|
Q4 2024
Added 6.0%
|
|
|
Diker Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,142
shares
|
$2.93 Million
2.68% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
13,113
shares
|
$2.92 Million
0.23% of portfolio
|
Q3 2024
Added 1002.86%
|
|
|
Elkhorn Partners Limited Partnership
Omaha, NE |
Nov 13, 2024 Q3 2024 |
13,100
shares
|
$2.92 Million
1.96% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
13,080
shares
|
$2.91 Million
3.99% of portfolio
|
Q3 2023
Added 0.11%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 05, 2024 Q3 2024 |
13,061
shares
|
$2.91 Million
0.91% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
13,057
shares
|
$2.91 Million
0.54% of portfolio
|
Q3 2023
Reduced 1.21%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
13,027
shares
|
$2.9 Million
0.37% of portfolio
|
Q1 2024
Added 125.58%
|