Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,711 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 $2.06 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
11,509
shares
|
$2.73 Million
0.81% of portfolio
|
Q3 2024
Added 10.88%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
11,509
shares
|
$2.73 Million
0.9% of portfolio
|
Q4 2024
Added 7.85%
|
|
|
Cadence Bank Na
|
Oct 27, 2022 Q3 2022 |
11,505
shares
|
$2.72 Million
9.88% of portfolio
|
Q3 2022
Reduced 87.3%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
11,504
shares
|
$2.72 Million
2.21% of portfolio
|
Q3 2024
Reduced 47.45%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
11,498
shares
|
$2.72 Million
2.42% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
11,486
shares
|
$2.72 Million
0.62% of portfolio
|
Q3 2023
Reduced 2.06%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
11,484
shares
|
$2.72 Million
0.72% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
11,479
shares
|
$2.72 Million
1.06% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Summa Corp.
Tomball, TX |
Oct 17, 2024 Q3 2024 |
11,477
shares
|
$2.72 Million
1.28% of portfolio
|
Q3 2024
Added 14.02%
|
|
|
Ubs Oconnor LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
11,466
shares
|
$2.72 Million
0.18% of portfolio
|
Q3 2024
Reduced 84.27%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Oct 28, 2024 Q3 2024 |
11,457
shares
|
$2.71 Million
1.56% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Vaughan & CO Securities, Inc.
|
Oct 31, 2024 Q3 2024 |
11,424
shares
|
$2.71 Million
1.59% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
11,380
shares
|
$2.7 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
11,365
shares
|
$2.69 Million
1.55% of portfolio
|
Q2 2023
Reduced 1.0%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 04, 2024 Q3 2024 |
11,352
shares
|
$2.69 Million
2.56% of portfolio
|
Q3 2024
Reduced 5.58%
|
|
|
Legal Advantage Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
11,337
shares
|
$2.69 Million
1.52% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
11,331
shares
|
$2.68 Million
0.38% of portfolio
|
Q1 2024
Reduced 2.84%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 13, 2024 Q3 2024 |
11,326
shares
|
$2.68 Million
0.68% of portfolio
|
Q3 2024
Added 20.59%
|
|
|
Insight Wealth Partners, LLC
|
Nov 13, 2024 Q3 2024 |
11,307
shares
|
$2.68 Million
0.53% of portfolio
|
Q3 2024
Added 26.34%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
11,293
shares
|
$2.67 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Element Capital Management LLC
New York, NY |
Nov 08, 2024 Q3 2024 |
11,285
shares
|
$2.67 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
11,277
shares
|
$2.67 Million
0.69% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
11,275
shares
|
$2.67 Million
1.14% of portfolio
|
Q3 2024
Added 31.76%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
11,245
shares
|
$2.66 Million
0.14% of portfolio
|
Q3 2022
Reduced 1.97%
|
|
|
Hgk Asset Management Inc
|
Oct 31, 2024 Q3 2024 |
11,233
shares
|
$2.66 Million
0.49% of portfolio
|
Q3 2024
Reduced 2.19%
|