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 |
|---|---|---|---|---|---|
|
Holland Advisory Services, Inc.
|
Oct 18, 2024 Q3 2024 |
7,845
shares
|
$1.86 Million
2.39% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Nov 05, 2024 Q3 2024 |
7,832
shares
|
$1.86 Million
1.5% of portfolio
|
Q2 2024
New holding
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
7,827
shares
|
$1.85 Million
0.67% of portfolio
|
Q1 2022
Reduced 0.57%
|
|
|
Osprey Private Wealth LLC
New York, NY |
Nov 04, 2024 Q3 2024 |
7,810
shares
|
$1.85 Million
1.27% of portfolio
|
Q3 2024
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
7,801
shares
|
$1.85 Million
0.56% of portfolio
|
Q3 2024
Reduced 8.61%
|
|
|
Horizon Family Wealth, Inc.
|
Nov 14, 2024 Q3 2024 |
7,799
shares
|
$1.85 Million
1.37% of portfolio
|
Q3 2024
Reduced 10.65%
|
|
|
Ballew Advisors, Inc
|
Oct 10, 2024 Q3 2024 |
7,770
shares
|
$1.84 Million
1.24% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 30, 2024 Q3 2024 |
7,699
shares
|
$1.82 Million
0.23% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
7,698
shares
|
$1.82 Million
1.68% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
7,685
shares
|
$1.82 Million
0.86% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
7,677
shares
|
$1.82 Million
0.63% of portfolio
|
Q3 2024
Reduced 9.01%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
7,671
shares
|
$1.82 Million
0.48% of portfolio
|
Q1 2024
Added 14.99%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
7,648
shares
|
$1.81 Million
0.93% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 22, 2024 Q3 2024 |
7,629
shares
|
$1.81 Million
0.95% of portfolio
|
Q3 2024
Added 19.26%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
7,626
shares
|
$1.81 Million
0.78% of portfolio
|
Q3 2024
Added 9.85%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
7,611
shares
|
$1.8 Million
1.25% of portfolio
|
Q3 2024
Reduced 7.13%
|
|
|
Schwartz Investment Counsel Inc
Plymouth, MI |
Oct 23, 2024 Q3 2024 |
7,600
shares
|
$1.8 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
7,581
shares
|
$1.8 Million
0.5% of portfolio
|
Q3 2024
Added 8.42%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Nov 04, 2024 Q3 2024 |
7,536
shares
|
$1.78 Million
0.34% of portfolio
|
Q3 2024
Reduced 11.72%
|
|
|
Tandem Investment Advisors, Inc.
Charleston, SC |
Oct 31, 2024 Q3 2024 |
7,522
shares
|
$1.78 Million
0.07% of portfolio
|
Q3 2024
Added 31.64%
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
7,500
shares
|
$1.78 Million
1.64% of portfolio
|
Q1 2023
Added 25.0%
|
|
|
Truvvo Partners LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
7,466
shares
|
$1.77 Million
19.79% of portfolio
|
Q3 2022
Added 0.04%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 06, 2025 Q4 2024 |
7,465
shares
|
$1.77 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 10, 2024 Q3 2024 |
7,454
shares
|
$1.77 Million
0.38% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2024 Q3 2024 |
7,446
shares
|
$1.76 Million
0.53% of portfolio
|
Q3 2024
Reduced 39.69%
|