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 |
|---|---|---|---|---|---|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
11,222
shares
|
$2.66 Million
0.25% of portfolio
|
Q3 2022
Reduced 20.04%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
11,200
shares
|
$2.65 Million
0.99% of portfolio
|
Q3 2024
New holding
|
|
|
Threadgill Financial, LLC
|
Oct 07, 2024 Q3 2024 |
11,198
shares
|
$2.65 Million
1.63% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Gouws Capital LLC
|
Nov 06, 2024 Q3 2024 |
11,193
shares
|
$2.65 Million
1.76% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 15, 2024 Q3 2024 |
11,176
shares
|
$2.65 Million
0.6% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
11,132
shares
|
$2.64 Million
2.03% of portfolio
|
Q3 2022
Added 3.76%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jan 06, 2025 Q4 2024 |
11,110
shares
|
$2.63 Million
0.96% of portfolio
|
Q4 2024
Added 117.42%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Nov 12, 2024 Q3 2024 |
11,109
shares
|
$2.63 Million
1.64% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Oct 04, 2024 Q3 2024 |
11,093
shares
|
$2.63 Million
0.95% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 04, 2024 Q3 2024 |
11,089
shares
|
$2.63 Million
0.26% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Monte Financial Group, LLC
|
Oct 22, 2024 Q3 2024 |
11,079
shares
|
$2.62 Million
1.08% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Legacy Financial Group LLC
|
Oct 15, 2024 Q3 2024 |
11,067
shares
|
$2.62 Million
0.5% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
11,057
shares
|
$2.62 Million
0.7% of portfolio
|
Q3 2024
Added 8.04%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Nov 01, 2024 Q3 2024 |
11,051
shares
|
$2.62 Million
1.95% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
11,035
shares
|
$2.61 Million
3.73% of portfolio
|
Q4 2022
Reduced 1.17%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
11,026
shares
|
$2.61 Million
0.81% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Defined Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
10,970
shares
|
$2.6 Million
1.72% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 31, 2024 Q3 2024 |
10,956
shares
|
$2.59 Million
1.68% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
10,944
shares
|
$2.59 Million
1.61% of portfolio
|
Q2 2022
Reduced 0.09%
|
|
|
Winton Group LTD
London, X0 |
Nov 12, 2024 Q3 2024 |
10,940
shares
|
$2.59 Million
0.19% of portfolio
|
Q3 2024
Added 628.85%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
10,923
shares
|
$2.59 Million
0.19% of portfolio
|
Q3 2024
Added 11.05%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
10,917
shares
|
$2.59 Million
1.33% of portfolio
|
Q4 2023
Added 1.75%
|
|
|
Park Circle CO
|
Nov 08, 2024 Q3 2024 |
10,900
shares
|
$2.58 Million
2.31% of portfolio
|
Q4 2022
New holding
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
10,895
shares
|
$2.58 Million
1.35% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Tealwood Asset Management Inc
|
Oct 08, 2024 Q3 2024 |
10,883
shares
|
$2.58 Million
1.11% of portfolio
|
Q3 2024
Added 0.39%
|