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 |
|---|---|---|---|---|---|
|
Newton One Investments LLC
|
Oct 17, 2024 Q3 2024 |
10,291
shares
|
$2.44 Million
0.96% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Pavion Blue Capital, LLC
|
Oct 23, 2024 Q3 2024 |
10,288
shares
|
$2.44 Million
1.13% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Oct 28, 2024 Q3 2024 |
10,284
shares
|
$2.44 Million
1.53% of portfolio
|
Q3 2024
Reduced 5.4%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Nov 06, 2024 Q3 2024 |
10,249
shares
|
$2.43 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
10,238
shares
|
$2.42 Million
1.73% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 16, 2024 Q3 2024 |
10,223
shares
|
$2.42 Million
0.7% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Ionic Capital Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,200
shares
|
$2.42 Million
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 31, 2024 Q3 2024 |
10,188
shares
|
$2.41 Million
1.64% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Nov 05, 2024 Q3 2024 |
10,184
shares
|
$2.41 Million
0.99% of portfolio
|
Q3 2024
Added 12.93%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
10,173
shares
|
$2.41 Million
2.52% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 21, 2024 Q3 2024 |
10,172
shares
|
$2.41 Million
1.46% of portfolio
|
Q3 2024
New holding
|
|
|
Gr Financial Group, LLC
Tucson, AZ |
Oct 28, 2024 Q3 2024 |
10,169
shares
|
$2.41 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
10,151
shares
|
$2.4 Million
2.89% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 14, 2024 Q3 2024 |
10,146
shares
|
$2.4 Million
0.62% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Forth Right Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
10,113
shares
|
$2.4 Million
0.81% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Innova Wealth Partners
|
Jan 07, 2025 Q4 2024 |
10,106
shares
|
$2.39 Million
1.76% of portfolio
|
Q4 2024
Added 303.76%
|
|
|
Brooktree Capital Management
|
Nov 06, 2024 Q3 2024 |
10,103
shares
|
$2.39 Million
1.95% of portfolio
|
Q3 2024
Reduced 13.27%
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
10,040
shares
|
$2.38 Million
0.85% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
10,039
shares
|
$2.38 Million
3.9% of portfolio
|
Q3 2023
Added 1.3%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
10,036
shares
|
$2.38 Million
1.04% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Scp Investment, LP
|
Nov 08, 2024 Q3 2024 |
10,000
shares
|
$2.37 Million
1.71% of portfolio
|
Q3 2022
Reduced 66.67%
|
|
|
Valliance Asset Management LTD
|
Oct 31, 2024 Q3 2024 |
10,000
shares
|
$2.37 Million
4.22% of portfolio
|
Q3 2024
Reduced 60.0%
|
|
|
Pcg Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
9,999
shares
|
$2.37 Million
0.94% of portfolio
|
Q3 2024
Added 6.08%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Oct 30, 2024 Q3 2024 |
9,986
shares
|
$2.37 Million
1.86% of portfolio
|
Q3 2024
Added 202.61%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 08, 2024 Q3 2024 |
9,971
shares
|
$2.36 Million
1.19% of portfolio
|
Q3 2024
Added 72.93%
|