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 |
|---|---|---|---|---|---|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 24, 2024 Q3 2024 |
9,970
shares
|
$2.36 Million
0.64% of portfolio
|
Q3 2024
Added 7.19%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
9,942
shares
|
$2.35 Million
0.49% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
New Jersey Better Educational Savings Trust
|
Nov 04, 2024 Q3 2024 |
9,936
shares
|
$2.35 Million
4.38% of portfolio
|
Q2 2024
Reduced 56.66%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
9,935
shares
|
$2.35 Million
2.23% of portfolio
|
Q3 2024
Reduced 29.22%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
9,909
shares
|
$2.35 Million
1.34% of portfolio
|
Q3 2024
Reduced 9.7%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 24, 2024 Q3 2024 |
9,907
shares
|
$2.35 Million
0.74% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 08, 2024 Q3 2024 |
9,884
shares
|
$2.34 Million
2.51% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Dec 06, 2024 Q3 2024 |
9,879
shares
|
$2.34 Million
1.53% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 06, 2024 Q3 2024 |
9,858
shares
|
$2.33 Million
1.4% of portfolio
|
Q3 2024
Reduced 5.03%
|
|
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
Nov 13, 2024 Q3 2024 |
9,852
shares
|
$2.33 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
9,830
shares
|
$2.33 Million
0.68% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
9,823
shares
|
$2.33 Million
1.46% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 24, 2024 Q3 2024 |
9,808
shares
|
$2.32 Million
0.57% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Chiron Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
9,793
shares
|
$2.32 Million
2.06% of portfolio
|
Q3 2024
Added 12.01%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
9,791
shares
|
$2.32 Million
1.24% of portfolio
|
Q4 2024
New holding
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
9,727
shares
|
$2.3 Million
2.34% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Strid Group, LLC
|
Oct 16, 2024 Q3 2024 |
9,724
shares
|
$2.3 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
9,687
shares
|
$2.29 Million
0.79% of portfolio
|
Q3 2024
Added 7.61%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Nov 13, 2024 Q3 2024 |
9,666
shares
|
$2.29 Million
2.23% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
9,658
shares
|
$2.29 Million
0.77% of portfolio
|
Q3 2024
Reduced 7.92%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
9,654
shares
|
$2.29 Million
1.81% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Nov 06, 2024 Q3 2024 |
9,648
shares
|
$2.29 Million
0.79% of portfolio
|
Q3 2024
Added 145.5%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 12, 2024 Q3 2024 |
9,637
shares
|
$2.28 Million
1.33% of portfolio
|
Q3 2024
Added 30.39%
|
|
|
Gen Wealth Group, Inc.
|
Oct 11, 2024 Q3 2024 |
9,636
shares
|
$2.28 Million
0.52% of portfolio
|
Q3 2024
Reduced 7.52%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Oct 04, 2024 Q3 2024 |
9,616
shares
|
$2.28 Million
1.29% of portfolio
|
Q2 2024
Added 0.12%
|