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 |
|---|---|---|---|---|---|
|
Allstate Corp
Northbrook, IL |
Nov 14, 2024 Q3 2024 |
13,018
shares
|
$2.9 Million
0.3% of portfolio
|
Q3 2024
Reduced 73.22%
|
|
|
Cohen Capital Management, Inc.
|
Oct 29, 2024 Q3 2024 |
13,005
shares
|
$2.9 Million
0.5% of portfolio
|
Q3 2024
Added 12.8%
|
|
|
Tlwm
San Antonio, TX |
Jan 13, 2025 Q4 2024 |
12,978
shares
|
$2.89 Million
0.65% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
West Chester Capital Advisors, Inc
|
Nov 09, 2023 Q3 2023 |
12,971
shares
|
$2.89 Million
4.25% of portfolio
|
Q3 2023
Reduced 1.99%
|
|
|
Apcm Wealth Management For Individuals
|
Nov 04, 2024 Q3 2024 |
12,963
shares
|
$2.89 Million
0.45% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
12,952
shares
|
$2.89 Million
0.83% of portfolio
|
Q3 2024
Added 254.27%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 12, 2024 Q3 2024 |
12,943
shares
|
$2.88 Million
2.42% of portfolio
|
Q3 2024
Added 40.59%
|
|
|
Marvin & Palmer Associates Inc
Wilmington, DE |
Nov 13, 2024 Q3 2024 |
12,928
shares
|
$2.88 Million
2.52% of portfolio
|
Q3 2024
New holding
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Dec 30, 2024 Q3 2024 |
12,927
shares
|
$2.88 Million
1.69% of portfolio
|
Q3 2024
New holding
|
|
|
Old West Investment Management, LLC
Los Angeles, CA |
Nov 19, 2024 Q3 2024 |
12,914
shares
|
$2.88 Million
1.22% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
12,904
shares
|
$2.87 Million
1.91% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
12,897
shares
|
$2.87 Million
3.12% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 12, 2024 Q3 2024 |
12,897
shares
|
$2.87 Million
1.79% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Portfolio Strategies, Inc.
|
Nov 06, 2024 Q3 2024 |
12,844
shares
|
$2.86 Million
0.41% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Tobam
|
Oct 09, 2024 Q3 2024 |
12,836
shares
|
$2.86 Million
0.55% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
12,818
shares
|
$2.86 Million
0.52% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Brendel Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
12,816
shares
|
$2.86 Million
1.94% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Hel Ved Capital Management LTD
Central, K3 |
Nov 13, 2024 Q3 2024 |
12,780
shares
|
$2.85 Million
1.55% of portfolio
|
Q3 2024
New holding
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jan 27, 2025 Q4 2024 |
12,780
shares
|
$2.85 Million
1.46% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
12,757
shares
|
$2.84 Million
0.66% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 21, 2025 Q4 2024 |
12,741
shares
|
$2.84 Million
2.56% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
12,739
shares
|
$2.84 Million
1.94% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
Jan 14, 2025 Q4 2024 |
12,738
shares
|
$2.84 Million
2.3% of portfolio
|
Q4 2024
Added 9.3%
|
|
|
Refined Wealth Management
|
Jan 22, 2025 Q4 2024 |
12,728
shares
|
$2.84 Million
2.42% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Nov 04, 2024 Q3 2024 |
12,719
shares
|
$2.83 Million
0.76% of portfolio
|
Q3 2024
Added 0.09%
|