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 |
|---|---|---|---|---|---|
|
White Wing Wealth Management
The Wodlands, TX |
Oct 07, 2024 Q3 2024 |
8,062
shares
|
$1.91 Million
1.47% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Nov 01, 2024 Q3 2024 |
8,050
shares
|
$1.91 Million
0.5% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Oct 04, 2024 Q3 2024 |
8,049
shares
|
$1.91 Million
0.86% of portfolio
|
Q3 2024
Added 483.26%
|
|
|
Eliot Finkel Investment Counsel, LLC
|
Oct 17, 2024 Q3 2024 |
8,036
shares
|
$1.9 Million
1.15% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Nov 07, 2024 Q3 2024 |
8,024
shares
|
$1.9 Million
0.77% of portfolio
|
Q3 2024
Reduced 4.53%
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 13, 2024 Q3 2024 |
8,007
shares
|
$1.9 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Dcf Advisers, LLC
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
8,000
shares
|
$1.89 Million
0.77% of portfolio
|
Q3 2024
Reduced 55.56%
|
|
|
Aristotle Capital Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
8,000
shares
|
$1.89 Million
0.0% of portfolio
|
Q2 2022
Reduced 4.76%
|
|
|
America First Investment Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
7,998
shares
|
$1.89 Million
0.47% of portfolio
|
Q1 2024
Reduced 4.4%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 31, 2024 Q3 2024 |
7,992
shares
|
$1.89 Million
1.03% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
7,982
shares
|
$1.89 Million
1.41% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Bw Gestao De Investimentos Ltda.
|
Nov 14, 2024 Q3 2024 |
7,966
shares
|
$1.89 Million
0.14% of portfolio
|
Q3 2024
Added 42.35%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Nov 14, 2024 Q3 2024 |
7,957
shares
|
$1.88 Million
1.35% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Horrell Capital Management, Inc.
|
Oct 25, 2024 Q3 2024 |
7,946
shares
|
$1.88 Million
0.55% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Costello Asset Management, Inc
|
Nov 01, 2024 Q3 2024 |
7,939
shares
|
$1.88 Million
1.24% of portfolio
|
Q3 2024
Added 8.47%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
7,936
shares
|
$1.88 Million
1.61% of portfolio
|
Q3 2024
Reduced 10.13%
|
|
|
Range Financial Group LLC
|
Jan 07, 2025 Q4 2024 |
7,912
shares
|
$1.87 Million
0.92% of portfolio
|
Q4 2024
Added 66.25%
|
|
|
Orgel Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
7,898
shares
|
$1.87 Million
0.05% of portfolio
|
Q3 2024
Reduced 7.03%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Oct 24, 2024 Q3 2024 |
7,898
shares
|
$1.87 Million
1.18% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Rempart Asset Management Inc.
Montreal, Z4 |
Jan 08, 2025 Q4 2024 |
7,897
shares
|
$1.87 Million
0.4% of portfolio
|
Q4 2024
Reduced 6.51%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jan 08, 2025 Q4 2024 |
7,895
shares
|
$1.87 Million
0.57% of portfolio
|
Q4 2024
Reduced 6.5%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
7,871
shares
|
$1.86 Million
1.31% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Beck Bode, LLC
|
Nov 08, 2024 Q3 2024 |
7,855
shares
|
$1.86 Million
0.35% of portfolio
|
Q3 2024
Reduced 6.31%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
7,855
shares
|
$1.86 Million
0.65% of portfolio
|
Q2 2024
Added 2.61%
|
|
|
Penney Financial, LLC
Houston, TX |
Dec 31, 2024 Q3 2024 |
7,852
shares
|
$1.86 Million
1.25% of portfolio
|
Q3 2024
Added 1.6%
|