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 |
|---|---|---|---|---|---|
|
Gleason Group, Inc.
|
Oct 15, 2024 Q3 2024 |
3,830
shares
|
$907,135
0.16% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Sws Partners
|
Oct 15, 2024 Q3 2024 |
3,825
shares
|
$905,951
0.29% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 18, 2024 Q3 2024 |
3,801
shares
|
$900,266
0.36% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Woodline Partners LP
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
3,792
shares
|
$898,135
0.01% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Capital Cs Group, LLC
|
Oct 04, 2024 Q3 2024 |
3,791
shares
|
$897,898
0.61% of portfolio
|
Q3 2024
Reduced 47.49%
|
|
|
Bain Capital Public Equity, LP
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,791
shares
|
$897,898
0.61% of portfolio
|
Q3 2024
Reduced 62.3%
|
|
|
Parker Financial LLC
Silverdale, WA |
Nov 04, 2024 Q3 2024 |
3,788
shares
|
$897,187
0.44% of portfolio
|
Q3 2024
Reduced 23.87%
|
|
|
Boston Standard Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
3,785
shares
|
$896,477
0.17% of portfolio
|
Q3 2024
Reduced 5.38%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
3,781
shares
|
$895,529
0.14% of portfolio
|
Q2 2024
Added 0.29%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
3,780
shares
|
$895,293
0.1% of portfolio
|
Q2 2024
Reduced 6.51%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
3,775
shares
|
$894,108
0.22% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
3,767
shares
|
$892,213
0.41% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Cmc Financial Group
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
3,766
shares
|
$891,977
1.41% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Oct 10, 2024 Q3 2024 |
3,766
shares
|
$891,977
0.42% of portfolio
|
Q3 2024
Reduced 5.52%
|
|
|
Capital Management Corp
|
Oct 30, 2024 Q3 2024 |
3,760
shares
|
$890,556
0.18% of portfolio
|
Q3 2024
Reduced 5.65%
|
|
|
Private Wealth Group, LLC
|
Oct 28, 2024 Q3 2024 |
3,747
shares
|
$887,476
0.45% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Keating Investment Counselors Inc
|
Nov 12, 2024 Q3 2024 |
3,746
shares
|
$887,240
0.36% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
3,745
shares
|
$887,003
0.37% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Hanseatic Management Services Inc
|
Oct 31, 2024 Q3 2024 |
3,727
shares
|
$882,739
1.24% of portfolio
|
Q3 2024
Added 5.82%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Nov 07, 2024 Q3 2024 |
3,724
shares
|
$882,029
0.54% of portfolio
|
Q3 2024
Added 10.64%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
3,710
shares
|
$878,713
0.7% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Gruss & Co., LLC
|
Oct 16, 2024 Q3 2024 |
3,700
shares
|
$876,345
6.93% of portfolio
|
Q3 2024
Reduced 54.88%
|
|
|
Precision Wealth Strategies, LLC
|
Oct 21, 2024 Q3 2024 |
3,690
shares
|
$873,976
0.98% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Kennon Green & Company, LLC
Newport Beach, CA |
Oct 31, 2024 Q3 2024 |
3,679
shares
|
$871,371
0.71% of portfolio
|
Q3 2024
Reduced 9.96%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Oct 24, 2024 Q3 2024 |
3,668
shares
|
$868,765
0.74% of portfolio
|
Q3 2024
Reduced 1.11%
|