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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Adams Wealth Management
|
Oct 28, 2024 Q3 2024 |
12,381
shares
|
$2.76 Million
0.67% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Cache Tech Inc.
Logan, UT |
Oct 28, 2024 Q3 2024 |
12,381
shares
|
$2.76 Million
0.62% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jan 23, 2025 Q4 2024 |
12,377
shares
|
$2.76 Million
1.03% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
La Financiere De L'Echiquier
|
Jul 18, 2024 Q2 2024 |
12,374
shares
|
$2.76 Million
0.12% of portfolio
|
Q2 2024
Reduced 11.16%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Jan 22, 2025 Q4 2024 |
12,364
shares
|
$2.75 Million
2.18% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
Nov 14, 2024 Q3 2024 |
12,335
shares
|
$2.75 Million
0.08% of portfolio
|
Q2 2023
Reduced 6.62%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
12,320
shares
|
$2.74 Million
2.51% of portfolio
|
Q3 2024
New holding
|
|
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
Oct 21, 2024 Q3 2024 |
12,306
shares
|
$2.74 Million
0.4% of portfolio
|
Q3 2024
Reduced 38.58%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
12,300
shares
|
$2.74 Million
2.32% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Sycomore Asset Management
|
Nov 06, 2024 Q3 2024 |
12,296
shares
|
$2.74 Million
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Jan 15, 2025 Q4 2024 |
12,275
shares
|
$2.73 Million
0.78% of portfolio
|
Q4 2024
Added 8.38%
|
|
|
Groesbeck Investment Management Corp
|
Jan 27, 2025 Q4 2024 |
12,270
shares
|
$2.73 Million
4.0% of portfolio
|
Q4 2024
Reduced 8.23%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
12,242
shares
|
$2.73 Million
2.0% of portfolio
|
Q4 2024
Added 20.16%
|
|
|
Catalyst Private Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
12,229
shares
|
$2.72 Million
1.85% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
|
Holistic Financial Partners
|
Nov 07, 2024 Q3 2024 |
12,224
shares
|
$2.72 Million
1.39% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
12,221
shares
|
$2.72 Million
1.95% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,179
shares
|
$2.71 Million
0.18% of portfolio
|
Q3 2024
Reduced 54.67%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
12,164
shares
|
$2.71 Million
1.32% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
12,154
shares
|
$2.71 Million
1.39% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
12,148
shares
|
$2.71 Million
0.87% of portfolio
|
Q3 2022
Reduced 43.51%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
12,135
shares
|
$2.7 Million
1.47% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
12,111
shares
|
$2.7 Million
2.92% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Solitude Financial Services
|
Oct 30, 2024 Q3 2024 |
12,049
shares
|
$2.68 Million
1.2% of portfolio
|
Q3 2024
Reduced 6.23%
|