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 |
|---|---|---|---|---|---|
|
Lpwm LLC
Minneapolis, MN |
Oct 07, 2024 Q3 2024 |
4,114
shares
|
$974,400
0.31% of portfolio
|
Q2 2024
Reduced 4.06%
|
|
|
Penbrook Management LLC
|
Oct 15, 2024 Q3 2024 |
4,104
shares
|
$972,032
0.66% of portfolio
|
Q2 2024
Reduced 13.96%
|
|
|
Vgi Partners LTD
Sydney, Nsw, C3 |
Nov 05, 2024 Q3 2024 |
4,100
shares
|
$971,085
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Nov 04, 2024 Q3 2024 |
4,100
shares
|
$971,085
0.74% of portfolio
|
Q3 2024
Reduced 7.22%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,062
shares
|
$962,084
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Odey Holdings LTD
London, X0 |
Feb 14, 2023 Q4 2022 |
4,054
shares
|
$960,189
4.25% of portfolio
|
Q3 2022
New holding
|
|
|
Scott Capital Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
4,050
shares
|
$959,242
0.27% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Unison Advisors LLC
|
Oct 08, 2024 Q3 2024 |
4,046
shares
|
$958,295
0.11% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Oct 28, 2024 Q3 2024 |
4,046
shares
|
$958,295
0.48% of portfolio
|
Q2 2024
Added 0.42%
|
|
|
American Alpha Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
4,029
shares
|
$954,268
0.86% of portfolio
|
Q3 2024
New holding
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Oct 17, 2024 Q3 2024 |
4,028
shares
|
$954,031
0.88% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
4,025
shares
|
$953,321
0.31% of portfolio
|
Q2 2022
Added 1.69%
|
|
|
Ffg Partners, LLC
Fort Lauderdale, FL |
Dec 09, 2024 Q3 2024 |
4,021
shares
|
$952,373
0.32% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
Nov 14, 2024 Q3 2024 |
3,992
shares
|
$945,505
0.01% of portfolio
|
Q1 2024
Reduced 32.25%
|
|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
3,985
shares
|
$943,847
0.51% of portfolio
|
Q3 2024
Reduced 8.39%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
3,974
shares
|
$941,241
0.76% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Oct 09, 2024 Q3 2024 |
3,950
shares
|
$935,557
0.96% of portfolio
|
Q3 2024
New holding
|
|
|
Shariaportfolio, Inc.
Lake Mary, FL |
Oct 21, 2024 Q3 2024 |
3,949
shares
|
$935,320
0.59% of portfolio
|
Q2 2024
Reduced 20.4%
|
|
|
Foundry Partners, LLC
|
Nov 08, 2024 Q3 2024 |
3,945
shares
|
$934,373
0.05% of portfolio
|
Q3 2024
Reduced 5.96%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
3,933
shares
|
$931,531
0.59% of portfolio
|
Q3 2024
Added 12.24%
|
|
|
Fluent Financial, LLC
|
Oct 04, 2024 Q3 2024 |
3,922
shares
|
$928,925
0.44% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Keystone Financial Services
|
Nov 04, 2024 Q3 2024 |
3,900
shares
|
$923,715
0.36% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 13, 2024 Q3 2024 |
3,867
shares
|
$915,898
0.03% of portfolio
|
Q3 2024
Reduced 97.75%
|
|
|
Treynor Bancshares, Inc.
|
Nov 13, 2024 Q3 2024 |
3,861
shares
|
$914,477
1.05% of portfolio
|
Q3 2024
Reduced 9.66%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
3,852
shares
|
$912,346
0.46% of portfolio
|
Q4 2024
Added 31.69%
|