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 |
|---|---|---|---|---|---|
|
Seros Financial, LLC
Tempe, AZ |
Jan 17, 2025 Q4 2024 |
5,927
shares
|
$1.32 Million
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
Game Creek Capital, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
5,925
shares
|
$1.32 Million
0.64% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 01, 2024 Q3 2024 |
5,923
shares
|
$1.32 Million
1.16% of portfolio
|
Q3 2024
New holding
|
|
|
Maxi Investments Cy LTD
Limassol, G4 |
Nov 12, 2024 Q3 2024 |
5,880
shares
|
$1.31 Million
0.37% of portfolio
|
Q3 2024
Reduced 77.26%
|
|
|
Pdt Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,860
shares
|
$1.31 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Goal Fusion Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
5,857
shares
|
$1.3 Million
0.8% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Nov 12, 2024 Q3 2024 |
5,850
shares
|
$1.3 Million
0.49% of portfolio
|
Q3 2024
Reduced 26.5%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jan 17, 2025 Q4 2024 |
5,848
shares
|
$1.3 Million
0.47% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Dec 03, 2024 Q3 2024 |
5,846
shares
|
$1.3 Million
1.09% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Providence First Trust CO
|
Nov 12, 2024 Q3 2024 |
5,833
shares
|
$1.3 Million
0.58% of portfolio
|
Q3 2024
Reduced 43.43%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
5,831
shares
|
$1.3 Million
0.71% of portfolio
|
Q3 2024
Added 10.73%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
5,828
shares
|
$1.3 Million
0.76% of portfolio
|
Q2 2024
Added 7.37%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
5,828
shares
|
$1.3 Million
0.51% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
5,827
shares
|
$1.3 Million
0.24% of portfolio
|
Q4 2024
Added 11.35%
|
|
|
Vista Finance, LLC
|
Oct 25, 2024 Q3 2024 |
5,800
shares
|
$1.29 Million
2.31% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Enhancing Capital LLC
|
Oct 11, 2022 Q3 2022 |
5,795
shares
|
$1.29 Million
1.01% of portfolio
|
Q2 2022
Reduced 0.55%
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Nov 15, 2024 Q3 2024 |
5,786
shares
|
$1.29 Million
1.93% of portfolio
|
Q3 2024
Added 7.87%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jan 08, 2025 Q4 2024 |
5,783
shares
|
$1.29 Million
0.73% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Castellan Group
Louisville, KY |
Nov 25, 2024 Q3 2024 |
5,782
shares
|
$1.29 Million
0.57% of portfolio
|
Q3 2024
Added 206.9%
|
|
|
Milestones Administradora De Recursos Ltda.
Jaragua Do Sul, D5 |
Oct 25, 2024 Q3 2024 |
5,780
shares
|
$1.29 Million
0.54% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
5,767
shares
|
$1.28 Million
2.12% of portfolio
|
Q3 2023
Reduced 9.34%
|
|
|
Hc Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
5,763
shares
|
$1.28 Million
1.14% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Welch Capital Partners LLC
Brooklyn, NY |
Nov 12, 2024 Q3 2024 |
5,763
shares
|
$1.28 Million
0.3% of portfolio
|
Q2 2024
Added 94.5%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Oct 28, 2024 Q3 2024 |
5,762
shares
|
$1.28 Million
1.13% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
James Reed Financial Services, Inc.
Cleveland, OH |
Nov 14, 2022 Q3 2022 |
5,759
shares
|
$1.28 Million
1.19% of portfolio
|
Q2 2022
Added 0.17%
|