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 |
|---|---|---|---|---|---|
|
Park Circle CO
|
Nov 08, 2024 Q3 2024 |
10,900
shares
|
$2.43 Million
2.31% of portfolio
|
Q4 2022
New holding
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
10,895
shares
|
$2.43 Million
1.35% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
10,893
shares
|
$2.43 Million
0.63% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
Oct 29, 2024 Q3 2024 |
10,868
shares
|
$2.42 Million
1.76% of portfolio
|
Q3 2024
Added 5.2%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
10,861
shares
|
$2.42 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Monte Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
10,847
shares
|
$2.42 Million
1.17% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Wulff, Hansen & Co.
|
Nov 12, 2024 Q3 2024 |
10,844
shares
|
$2.42 Million
2.55% of portfolio
|
Q2 2024
Reduced 99.53%
|
|
|
Pya Waltman Capital, LLC
Knoxville, TN |
Nov 15, 2024 Q3 2024 |
10,813
shares
|
$2.41 Million
0.94% of portfolio
|
Q3 2024
Added 35.4%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Oct 08, 2024 Q3 2024 |
10,810
shares
|
$2.41 Million
1.85% of portfolio
|
Q4 2023
Reduced 10.24%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Jan 22, 2025 Q4 2024 |
10,797
shares
|
$2.41 Million
1.21% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
10,787
shares
|
$2.4 Million
0.59% of portfolio
|
Q2 2022
Reduced 86.64%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
10,785
shares
|
$2.4 Million
0.63% of portfolio
|
Q4 2024
Added 40.48%
|
|
|
Pinnacle Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
10,771
shares
|
$2.4 Million
3.03% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Roth Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
10,765
shares
|
$2.4 Million
1.07% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Veery Capital, LLC
|
Jan 15, 2025 Q4 2024 |
10,765
shares
|
$2.4 Million
1.03% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
Nov 13, 2024 Q3 2024 |
10,750
shares
|
$2.39 Million
1.48% of portfolio
|
Q3 2024
New holding
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 22, 2024 Q3 2024 |
10,734
shares
|
$2.39 Million
1.79% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
10,728
shares
|
$2.39 Million
6.22% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
360 Financial, Inc.
|
Nov 14, 2024 Q3 2024 |
10,725
shares
|
$2.39 Million
0.94% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Dec 09, 2024 Q3 2024 |
10,717
shares
|
$2.39 Million
1.67% of portfolio
|
Q3 2024
Reduced 20.35%
|
|
|
Carmel Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
10,716
shares
|
$2.39 Million
1.01% of portfolio
|
Q2 2024
Reduced 2.79%
|
|
|
Shayne & Co., LLC
|
Oct 23, 2024 Q3 2024 |
10,701
shares
|
$2.38 Million
0.64% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Compton Capital Management Inc
|
Aug 09, 2023 Q2 2023 |
10,701
shares
|
$2.38 Million
48.06% of portfolio
|
Q2 2023
Reduced 85.27%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
10,657
shares
|
$2.37 Million
0.8% of portfolio
|
Q3 2023
Reduced 15.85%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jan 13, 2025 Q4 2024 |
10,653
shares
|
$2.37 Million
0.72% of portfolio
|
Q4 2024
Added 1.95%
|