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 |
|---|---|---|---|---|---|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Nov 13, 2024 Q3 2024 |
12,699
shares
|
$2.83 Million
1.1% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
12,688
shares
|
$2.83 Million
1.26% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Nov 13, 2024 Q3 2024 |
12,684
shares
|
$2.83 Million
0.75% of portfolio
|
Q3 2024
Reduced 26.43%
|
|
|
Delphi Management Inc /Ma/
Boston, MA |
Aug 23, 2024 Q2 2024 |
12,679
shares
|
$2.82 Million
2.18% of portfolio
|
Q2 2024
Reduced 1.12%
|
|
|
Halter Ferguson Financial Inc.
Carmel, IN |
Nov 13, 2024 Q3 2024 |
12,671
shares
|
$2.82 Million
1.57% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Blossom Wealth Management
|
Jan 23, 2025 Q4 2024 |
12,661
shares
|
$2.82 Million
6.12% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
12,657
shares
|
$2.82 Million
1.44% of portfolio
|
Q4 2023
Reduced 11.62%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Jan 22, 2025 Q4 2024 |
12,651
shares
|
$2.82 Million
2.12% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
12,646
shares
|
$2.82 Million
0.96% of portfolio
|
Q3 2024
Added 9.54%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Oct 21, 2024 Q3 2024 |
12,645
shares
|
$2.82 Million
1.27% of portfolio
|
Q3 2024
Reduced 8.5%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
12,634
shares
|
$2.81 Million
1.97% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
12,613
shares
|
$2.81 Million
0.87% of portfolio
|
Q3 2024
New holding
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
12,606
shares
|
$2.81 Million
1.23% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Oct 24, 2024 Q3 2024 |
12,605
shares
|
$2.81 Million
0.88% of portfolio
|
Q3 2024
Added 123.41%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
12,602
shares
|
$2.81 Million
2.65% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
12,573
shares
|
$2.8 Million
0.55% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Nov 14, 2024 Q3 2024 |
12,546
shares
|
$2.79 Million
5.72% of portfolio
|
Q3 2024
Reduced 5.58%
|
|
|
Fortress Wealth Management, Inc.
|
Jan 22, 2025 Q4 2024 |
12,540
shares
|
$2.79 Million
1.78% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
B&L Asset Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
12,536
shares
|
$2.79 Million
1.85% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
12,534
shares
|
$2.79 Million
1.16% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2025 Q4 2024 |
12,524
shares
|
$2.79 Million
1.2% of portfolio
|
Q4 2024
Reduced 9.29%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Nov 14, 2024 Q3 2024 |
12,431
shares
|
$2.77 Million
2.78% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
12,388
shares
|
$2.76 Million
0.42% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Jan 24, 2025 Q4 2024 |
12,386
shares
|
$2.76 Million
0.91% of portfolio
|
Q4 2024
Added 41.17%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Nov 12, 2024 Q3 2024 |
12,382
shares
|
$2.76 Million
1.71% of portfolio
|
Q3 2024
Reduced 1.19%
|