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 |
|---|---|---|---|---|---|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
5,068
shares
|
$1.2 Million
0.18% of portfolio
|
Q3 2024
Reduced 6.89%
|
|
|
Poplar Forest Capital LLC
|
Oct 31, 2024 Q3 2024 |
5,067
shares
|
$1.2 Million
0.16% of portfolio
|
Q4 2023
Reduced 13.64%
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
5,055
shares
|
$1.2 Million
0.07% of portfolio
|
Q2 2024
Added 30.38%
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Jan 03, 2025 Q4 2024 |
5,046
shares
|
$1.2 Million
0.51% of portfolio
|
Q4 2024
Reduced 4.86%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Nov 13, 2024 Q3 2024 |
5,033
shares
|
$1.19 Million
0.15% of portfolio
|
Q3 2024
Reduced 72.32%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Oct 10, 2024 Q3 2024 |
5,027
shares
|
$1.19 Million
0.83% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
5,022
shares
|
$1.19 Million
0.41% of portfolio
|
Q3 2024
Reduced 6.17%
|
|
|
James Hambro & Partners
|
Oct 21, 2024 Q3 2024 |
5,017
shares
|
$1.19 Million
0.05% of portfolio
|
Q3 2024
Reduced 9.38%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
5,000
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2024
Reduced 99.11%
|
|
|
Ulysses Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,000
shares
|
$1.18 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Lane Generational LLC
|
Nov 13, 2024 Q3 2024 |
4,987
shares
|
$1.18 Million
1.54% of portfolio
|
Q2 2023
Reduced 1.13%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
4,979
shares
|
$1.18 Million
0.53% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Oct 08, 2024 Q3 2024 |
4,978
shares
|
$1.18 Million
0.39% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
4,965
shares
|
$1.18 Million
0.63% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Nov 12, 2024 Q3 2024 |
4,963
shares
|
$1.18 Million
0.87% of portfolio
|
Q3 2024
Added 17.69%
|
|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
4,961
shares
|
$1.18 Million
0.19% of portfolio
|
Q3 2024
Reduced 16.28%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
4,950
shares
|
$1.17 Million
0.2% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
New England Professional Planning Group Inc.
|
Oct 09, 2024 Q3 2024 |
4,944
shares
|
$1.17 Million
0.57% of portfolio
|
Q1 2024
Added 24.1%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
4,904
shares
|
$1.16 Million
0.33% of portfolio
|
Q1 2023
Added 2.59%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 04, 2024 Q3 2024 |
4,892
shares
|
$1.16 Million
0.83% of portfolio
|
Q3 2024
Reduced 11.09%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
4,884
shares
|
$1.16 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Nov 12, 2024 Q3 2024 |
4,879
shares
|
$1.16 Million
0.85% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jan 07, 2025 Q4 2024 |
4,874
shares
|
$1.15 Million
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Peak Financial Advisors LLC
|
Oct 09, 2024 Q3 2024 |
4,863
shares
|
$1.15 Million
0.71% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Camelot Portfolios, LLC
|
Nov 12, 2024 Q3 2024 |
4,857
shares
|
$1.15 Million
1.06% of portfolio
|
Q3 2024
Reduced 49.02%
|