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 |
|---|---|---|---|---|---|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
6,424
shares
|
$1.43 Million
0.8% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
6,421
shares
|
$1.43 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
6,404
shares
|
$1.43 Million
0.46% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
North Point Portfolio Managers Corp
|
Jan 22, 2025 Q4 2024 |
6,401
shares
|
$1.43 Million
0.3% of portfolio
|
Q2 2024
Added 22.23%
|
|
|
Foresight Wealth Management, LLC
|
Feb 13, 2023 Q4 2022 |
6,390
shares
|
$1.42 Million
11.9% of portfolio
|
Q4 2022
Reduced 92.94%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
6,386
shares
|
$1.42 Million
0.12% of portfolio
|
Q3 2024
Added 5.71%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Nov 14, 2024 Q3 2024 |
6,377
shares
|
$1.42 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jan 15, 2025 Q4 2024 |
6,371
shares
|
$1.42 Million
1.19% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
S. Muoio & Co. LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
6,368
shares
|
$1.42 Million
1.16% of portfolio
|
Q2 2022
Reduced 13.57%
|
|
|
Asset Planning Corporation
|
Jan 24, 2025 Q4 2024 |
6,349
shares
|
$1.41 Million
1.0% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
6,338
shares
|
$1.41 Million
0.16% of portfolio
|
Q3 2024
Reduced 9.78%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
6,333
shares
|
$1.41 Million
0.85% of portfolio
|
Q4 2023
Reduced 7.96%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
6,330
shares
|
$1.41 Million
0.88% of portfolio
|
Q4 2024
Added 27.49%
|
|
|
Lockerman Financial Group, Inc.
|
Jan 16, 2025 Q4 2024 |
6,311
shares
|
$1.41 Million
2.83% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Jan 17, 2025 Q4 2024 |
6,295
shares
|
$1.4 Million
0.93% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
Hyperion Capital Advisors LP
New York, NY |
Nov 13, 2024 Q3 2024 |
6,293
shares
|
$1.4 Million
0.71% of portfolio
|
Q1 2024
Added 4.07%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Nov 14, 2024 Q3 2024 |
6,286
shares
|
$1.4 Million
1.02% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Tom Russo
Gardner Russo & Quinn LLC
|
Nov 13, 2024 Q3 2024 |
6,274
shares
|
$1.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.72%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
6,255
shares
|
$1.39 Million
1.04% of portfolio
|
Q3 2024
Added 8.65%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Nov 12, 2024 Q3 2024 |
6,237
shares
|
$1.39 Million
0.42% of portfolio
|
Q3 2024
Reduced 5.76%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
6,229
shares
|
$1.39 Million
0.57% of portfolio
|
Q3 2024
Reduced 36.57%
|
|
|
Highland Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
6,221
shares
|
$1.39 Million
0.52% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
6,220
shares
|
$1.39 Million
1.08% of portfolio
|
Q4 2024
Reduced 60.61%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
6,218
shares
|
$1.39 Million
1.11% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
6,214
shares
|
$1.38 Million
0.5% of portfolio
|
Q3 2024
Added 0.08%
|