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 |
|---|---|---|---|---|---|
|
Reaves W H & CO Inc
|
Nov 05, 2024 Q3 2024 |
4,800
shares
|
$1.07 Million
0.03% of portfolio
|
Q3 2020
Added 300.0%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Oct 28, 2024 Q3 2024 |
4,786
shares
|
$1.07 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,781
shares
|
$1.07 Million
0.65% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
4,773
shares
|
$1.06 Million
0.59% of portfolio
|
Q2 2024
Reduced 19.96%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
4,753
shares
|
$1.06 Million
0.73% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Argyle Capital Management Inc.
|
Oct 25, 2024 Q3 2024 |
4,745
shares
|
$1.06 Million
0.45% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
4,734
shares
|
$1.05 Million
0.78% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Forte Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
4,731
shares
|
$1.05 Million
0.64% of portfolio
|
Q3 2024
Reduced 14.93%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Nov 12, 2024 Q3 2024 |
4,731
shares
|
$1.05 Million
0.93% of portfolio
|
Q3 2024
Reduced 14.12%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
4,721
shares
|
$1.05 Million
0.99% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jan 08, 2025 Q4 2024 |
4,719
shares
|
$1.05 Million
0.83% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Ninepoint Partners LP
|
Nov 07, 2024 Q3 2024 |
4,718
shares
|
$1.05 Million
0.17% of portfolio
|
Q3 2024
Reduced 21.67%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
4,707
shares
|
$1.05 Million
0.54% of portfolio
|
Q2 2024
Reduced 27.11%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
4,696
shares
|
$1.05 Million
0.41% of portfolio
|
Q3 2024
Reduced 10.31%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Nov 07, 2024 Q3 2024 |
4,681
shares
|
$1.04 Million
0.28% of portfolio
|
Q3 2024
Added 104.5%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jan 08, 2025 Q4 2024 |
4,674
shares
|
$1.04 Million
0.97% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,673
shares
|
$1.04 Million
0.45% of portfolio
|
Q3 2024
Added 16.3%
|
|
|
Perkins Capital Management Inc
|
Oct 31, 2024 Q3 2024 |
4,650
shares
|
$1.04 Million
1.06% of portfolio
|
Q2 2022
Reduced 6.06%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
4,648
shares
|
$1.04 Million
0.76% of portfolio
|
Q4 2024
Added 704.15%
|
|
|
Pachira Investments Inc.
|
Oct 17, 2024 Q3 2024 |
4,646
shares
|
$1.04 Million
0.84% of portfolio
|
Q3 2024
Added 5.54%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jan 23, 2025 Q4 2024 |
4,645
shares
|
$1.03 Million
0.42% of portfolio
|
Q4 2024
Added 8.99%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,618
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Reduced 94.13%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 01, 2024 Q3 2024 |
4,595
shares
|
$1.02 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Treasure Coast Financial Planning
|
Nov 12, 2024 Q3 2024 |
4,589
shares
|
$1.02 Million
0.66% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
4,589
shares
|
$1.02 Million
0.54% of portfolio
|
Q3 2024
Added 0.13%
|