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 |
|---|---|---|---|---|---|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 23, 2024 Q3 2024 |
3,668
shares
|
$868,765
0.8% of portfolio
|
Q4 2023
New holding
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Nov 12, 2024 Q3 2024 |
3,656
shares
|
$865,923
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
3,654
shares
|
$865,449
0.67% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Nov 01, 2024 Q3 2024 |
3,652
shares
|
$864,976
0.6% of portfolio
|
Q3 2024
Added 11.1%
|
|
|
Ecofi Investissements Sa
Nanterre, I0 |
Nov 13, 2024 Q3 2024 |
3,650
shares
|
$864,502
0.45% of portfolio
|
Q2 2024
New holding
|
|
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
Nov 15, 2024 Q3 2024 |
3,643
shares
|
$862,844
0.58% of portfolio
|
Q3 2024
Reduced 64.26%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Oct 30, 2024 Q3 2024 |
3,640
shares
|
$862,134
0.35% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
3,623
shares
|
$858,107
0.33% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Mandatum Life Insurance CO LTD
|
Oct 21, 2024 Q3 2024 |
3,618
shares
|
$856,923
0.26% of portfolio
|
Q3 2024
Reduced 8.03%
|
|
|
Tag Stone Capital, Inc.
|
Nov 08, 2024 Q3 2024 |
3,617
shares
|
$856,686
0.44% of portfolio
|
Q3 2024
Added 47.39%
|
|
|
Watchman Group, Inc.
Plano, TX |
Nov 12, 2024 Q3 2024 |
3,616
shares
|
$856,449
0.25% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Nov 04, 2024 Q3 2024 |
3,604
shares
|
$853,607
0.23% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
3,602
shares
|
$853,133
0.58% of portfolio
|
Q3 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
3,598
shares
|
$852,186
0.18% of portfolio
|
Q3 2023
Reduced 10.59%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
3,595
shares
|
$851,475
0.51% of portfolio
|
Q3 2024
Reduced 6.5%
|
|
|
Weybosset Research & Management LLC
|
Jan 10, 2025 Q4 2024 |
3,588
shares
|
$849,817
0.31% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
Tl Private Wealth
|
Oct 08, 2024 Q3 2024 |
3,583
shares
|
$848,633
0.37% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
3,578
shares
|
$847,449
0.32% of portfolio
|
Q2 2024
Reduced 1.89%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jan 06, 2025 Q4 2024 |
3,578
shares
|
$847,449
0.47% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
3,578
shares
|
$847,449
0.5% of portfolio
|
Q3 2024
Added 26.39%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 25, 2024 Q3 2024 |
3,569
shares
|
$845,317
0.64% of portfolio
|
Q2 2024
Reduced 1.76%
|
|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
3,545
shares
|
$839,633
0.32% of portfolio
|
Q3 2024
Reduced 14.56%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
3,532
shares
|
$836,554
0.68% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Nov 20, 2024 Q3 2024 |
3,528
shares
|
$835,606
0.54% of portfolio
|
Q3 2024
Added 9.4%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
3,517
shares
|
$833,001
0.82% of portfolio
|
Q2 2022
Reduced 32.8%
|