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 |
|---|---|---|---|---|---|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
8,667
shares
|
$1.93 Million
1.6% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
8,659
shares
|
$1.93 Million
0.84% of portfolio
|
Q3 2024
Added 10.67%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Nov 19, 2024 Q3 2024 |
8,641
shares
|
$1.93 Million
1.11% of portfolio
|
Q3 2024
New holding
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Oct 29, 2024 Q3 2024 |
8,623
shares
|
$1.92 Million
1.45% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2024 Q3 2024 |
8,620
shares
|
$1.92 Million
0.49% of portfolio
|
Q3 2024
Reduced 46.39%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
8,616
shares
|
$1.92 Million
0.46% of portfolio
|
Q2 2024
Added 1.89%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Jan 21, 2025 Q4 2024 |
8,604
shares
|
$1.92 Million
1.89% of portfolio
|
Q4 2024
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
8,597
shares
|
$1.92 Million
1.02% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Nov 04, 2024 Q3 2024 |
8,591
shares
|
$1.91 Million
1.89% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Oct 23, 2024 Q3 2024 |
8,582
shares
|
$1.91 Million
1.64% of portfolio
|
Q3 2024
New holding
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Jan 21, 2025 Q3 2024 |
8,560
shares
|
$1.91 Million
1.28% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,540
shares
|
$1.9 Million
0.06% of portfolio
|
Q3 2024
Reduced 92.48%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jan 17, 2025 Q4 2024 |
8,528
shares
|
$1.9 Million
2.09% of portfolio
|
Q4 2024
New holding
|
|
|
Tru Independence Asset Management 2, LLC
|
Jan 22, 2025 Q4 2024 |
8,519
shares
|
$1.9 Million
2.01% of portfolio
|
Q3 2024
Reduced 63.61%
|
|
|
Stevard, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,518
shares
|
$1.9 Million
8.07% of portfolio
|
Q3 2024
Reduced 33.57%
|
|
|
High Pines Wealth Management, LLC
Duxbury, MA |
Jan 12, 2024 Q4 2023 |
8,506
shares
|
$1.89 Million
2.5% of portfolio
|
Q4 2023
Added 0.69%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
8,504
shares
|
$1.89 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Proem Advisors LLC
|
Nov 08, 2022 Q3 2022 |
8,500
shares
|
$1.89 Million
1.95% of portfolio
|
Q3 2022
New holding
|
|
|
17 Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
8,498
shares
|
$1.89 Million
1.3% of portfolio
|
Q3 2024
Added 10.54%
|
|
|
Olio Financial Planning
|
Jan 21, 2025 Q4 2024 |
8,485
shares
|
$1.89 Million
0.75% of portfolio
|
Q4 2024
Reduced 19.58%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Oct 29, 2024 Q3 2024 |
8,479
shares
|
$1.89 Million
1.77% of portfolio
|
Q3 2024
Added 168.07%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jan 15, 2025 Q4 2024 |
8,458
shares
|
$1.88 Million
1.38% of portfolio
|
Q4 2024
Reduced 5.43%
|
|
|
Bennicas & Associates, Inc.
|
Feb 28, 2023 Q4 2022 |
8,446
shares
|
$1.88 Million
0.7% of portfolio
|
Q4 2022
Reduced 1.74%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
8,436
shares
|
$1.88 Million
0.4% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jan 23, 2025 Q4 2024 |
8,421
shares
|
$1.88 Million
0.77% of portfolio
|
Q4 2024
Reduced 1.55%
|