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 |
|---|---|---|---|---|---|
|
Magnolia Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
3,080
shares
|
$729,498
0.76% of portfolio
|
Q3 2024
Added 34.62%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Nov 22, 2024 Q3 2024 |
3,071
shares
|
$727,366
0.48% of portfolio
|
Q2 2024
Reduced 1.92%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 24, 2024 Q3 2024 |
3,062
shares
|
$725,234
0.48% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Twele Capital Management, Inc.
|
Oct 07, 2024 Q3 2024 |
3,048
shares
|
$721,918
0.15% of portfolio
|
Q3 2024
Added 153.58%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
3,040
shares
|
$720,024
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Nov 14, 2024 Q3 2024 |
3,007
shares
|
$712,207
0.33% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Fosun International LTD
|
Nov 14, 2024 Q3 2024 |
3,000
shares
|
$710,550
0.66% of portfolio
|
Q2 2024
New holding
|
|
|
Codex Capital, L.L.C.
New York, NY |
May 07, 2024 Q1 2024 |
3,000
shares
|
$710,550
0.25% of portfolio
|
Q3 2022
Reduced 28.57%
|
|
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
Nov 12, 2024 Q3 2024 |
3,000
shares
|
$710,550
0.31% of portfolio
|
Q2 2024
New holding
|
|
|
Prairiewood Capital, LLC
|
Oct 15, 2024 Q3 2024 |
2,995
shares
|
$709,365
0.3% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 09, 2024 Q3 2024 |
2,985
shares
|
$706,997
0.38% of portfolio
|
Q2 2024
New holding
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Oct 15, 2024 Q3 2024 |
2,973
shares
|
$704,155
0.44% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Oct 31, 2024 Q3 2024 |
2,968
shares
|
$702,970
0.25% of portfolio
|
Q2 2024
Added 1.71%
|
|
|
Mawer Investment Management Ltd.
Calgary, A0 |
Nov 07, 2024 Q3 2024 |
2,960
shares
|
$701,076
0.0% of portfolio
|
Q1 2024
Added 4.96%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 08, 2024 Q3 2024 |
2,959
shares
|
$700,839
0.68% of portfolio
|
Q3 2024
Reduced 19.5%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jan 06, 2025 Q4 2024 |
2,952
shares
|
$699,181
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
2,942
shares
|
$696,812
0.52% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 22, 2024 Q3 2024 |
2,926
shares
|
$693,023
0.43% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Svb Wealth LLC
Boston, MA |
Oct 18, 2024 Q3 2024 |
2,919
shares
|
$691,365
0.58% of portfolio
|
Q3 2024
Reduced 99.82%
|
|
|
American Asset Management Inc.
|
Oct 15, 2024 Q3 2024 |
2,910
shares
|
$689,233
1.02% of portfolio
|
Q2 2024
Reduced 2.38%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Oct 09, 2024 Q3 2024 |
2,903
shares
|
$687,575
0.46% of portfolio
|
Q3 2024
Added 6.26%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
2,890
shares
|
$684,496
0.55% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Moneywise, Inc.
|
Oct 21, 2024 Q3 2024 |
2,889
shares
|
$684,259
0.35% of portfolio
|
Q3 2024
Added 15.7%
|
|
|
Atlas Financial Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
2,866
shares
|
$678,812
1.1% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Coerente Capital Management
|
Oct 23, 2024 Q3 2024 |
2,865
shares
|
$678,575
0.13% of portfolio
|
Q3 2024
Reduced 0.93%
|