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 |
|---|---|---|---|---|---|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Oct 15, 2024 Q3 2024 |
2,622
shares
|
$621,020
0.59% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Leverty Financial Group, LLC
|
Oct 16, 2024 Q3 2024 |
2,620
shares
|
$620,547
0.34% of portfolio
|
Q3 2024
Reduced 8.13%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Oct 24, 2024 Q3 2024 |
2,619
shares
|
$620,310
0.47% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Diversified Investment Strategies, LLC
|
Nov 05, 2024 Q3 2024 |
2,615
shares
|
$619,362
0.42% of portfolio
|
Q2 2024
Reduced 18.28%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Oct 28, 2024 Q3 2024 |
2,610
shares
|
$618,178
0.34% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Mas Advisors LLC
Miami, FL |
Nov 08, 2024 Q3 2024 |
2,608
shares
|
$617,704
1.3% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Fiat Wealth Management LLC
Wayzata, MN |
May 03, 2024 Q4 2023 |
2,605
shares
|
$616,994
6.35% of portfolio
|
Q4 2023
New holding
|
|
|
Beddow Capital Management Inc
|
Nov 07, 2024 Q3 2024 |
2,600
shares
|
$615,810
0.25% of portfolio
|
Q3 2023
Reduced 7.14%
|
|
|
Rpo LLC
Stamford, CT |
Nov 08, 2024 Q3 2024 |
2,600
shares
|
$615,810
0.65% of portfolio
|
Q3 2024
Reduced 49.51%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 01, 2024 Q3 2024 |
2,595
shares
|
$614,625
0.46% of portfolio
|
Q3 2024
Added 11.18%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 21, 2024 Q3 2024 |
2,572
shares
|
$609,178
0.46% of portfolio
|
Q3 2024
Reduced 4.85%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Nov 08, 2024 Q3 2024 |
2,566
shares
|
$607,757
0.43% of portfolio
|
Q1 2024
Added 4.06%
|
|
|
Keebeck Alpha, LP
Stamford, CT |
Oct 31, 2024 Q3 2024 |
2,551
shares
|
$604,204
0.39% of portfolio
|
Q3 2024
Added 78.77%
|
|
|
Williamson Legacy Group, LLC
Carmel, IN |
Nov 12, 2024 Q3 2024 |
2,519
shares
|
$596,625
0.39% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Oct 03, 2024 Q3 2024 |
2,518
shares
|
$596,388
0.5% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Rice Hall James & Associates, LLC
|
Oct 28, 2024 Q3 2024 |
2,510
shares
|
$594,493
0.03% of portfolio
|
Q2 2024
Reduced 5.64%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Oct 30, 2024 Q3 2024 |
2,503
shares
|
$592,835
0.52% of portfolio
|
Q3 2024
Added 10.07%
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
2,500
shares
|
$592,125
0.27% of portfolio
|
Q3 2024
Added 19.05%
|
|
|
Knott David M Jr
Syosset, NY |
Nov 13, 2024 Q3 2024 |
2,494
shares
|
$590,703
2.04% of portfolio
|
Q2 2022
Added 18.76%
|
|
|
Shearwater Capital LLC
|
Jan 08, 2025 Q4 2024 |
2,465
shares
|
$583,835
0.42% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Tull Financial Group, Inc.
Chesapeake, VA |
Oct 21, 2024 Q3 2024 |
2,465
shares
|
$583,835
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
H&H Retirement Design & Management Inc
|
Oct 16, 2024 Q3 2024 |
2,451
shares
|
$580,519
0.34% of portfolio
|
Q2 2024
Reduced 1.45%
|
|
|
Morton Community Bank
East Peoria, IL |
Nov 14, 2024 Q3 2024 |
2,444
shares
|
$578,861
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Seven Eight Capital, LP
|
Nov 12, 2024 Q3 2024 |
2,439
shares
|
$577,677
0.05% of portfolio
|
Q3 2024
Reduced 87.18%
|
|
|
Cadence Wealth Management LLC
Westborough, MA |
Nov 06, 2024 Q3 2024 |
2,428
shares
|
$575,071
0.46% of portfolio
|
Q3 2024
Reduced 15.64%
|