Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,785 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 $1.93 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Virtus Family Office LLC
El Paso, TX |
Nov 12, 2024 Q3 2024 |
2,100
shares
|
$467,838
0.65% of portfolio
|
Q2 2024
Reduced 0.71%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
2,083
shares
|
$464,050
0.27% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
2,062
shares
|
$459,372
0.29% of portfolio
|
Q4 2024
Reduced 40.9%
|
|
|
Bfi Infinity Ltd.
Zurich, V8 |
Jan 14, 2025 Q4 2024 |
2,060
shares
|
$458,926
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Jan 17, 2025 Q4 2024 |
2,052
shares
|
$457,144
0.15% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jan 17, 2025 Q4 2024 |
2,052
shares
|
$457,144
0.15% of portfolio
|
Q4 2024
Reduced 99.53%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 13, 2024 Q3 2024 |
2,051
shares
|
$456,921
0.37% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
2,047
shares
|
$456,030
0.13% of portfolio
|
Q3 2024
Reduced 10.88%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jan 13, 2025 Q4 2024 |
2,043
shares
|
$455,139
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
2,033
shares
|
$452,911
0.19% of portfolio
|
Q4 2024
Reduced 22.97%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Jan 23, 2025 Q4 2024 |
2,018
shares
|
$449,570
0.27% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Mirabella Financial Services LLP
London, X0 |
Nov 13, 2024 Q3 2024 |
2,014
shares
|
$448,678
0.04% of portfolio
|
Q3 2024
Reduced 96.33%
|
|
|
Dean, Jacobson Financial Services, LLC
|
Jan 22, 2025 Q4 2024 |
2,013
shares
|
$448,456
0.39% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Intrinsic Value Partners, LLC
|
Nov 04, 2024 Q3 2024 |
2,012
shares
|
$448,233
0.49% of portfolio
|
Q2 2024
New holding
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Nov 08, 2024 Q3 2024 |
2,000
shares
|
$445,560
1.99% of portfolio
|
Q3 2024
New holding
|
|
|
Garrison Point Capital, LLC
Walnut Creek, CA |
Oct 24, 2022 Q3 2022 |
2,000
shares
|
$445,560
4.05% of portfolio
|
Q3 2020
New holding
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
1,996
shares
|
$444,668
0.39% of portfolio
|
Q4 2024
Added 12.77%
|
|
|
Beaumont Asset Management, L.L.C.
|
Oct 24, 2024 Q3 2024 |
1,990
shares
|
$443,332
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Jan 02, 2025 Q4 2024 |
1,983
shares
|
$441,772
0.23% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
1,954
shares
|
$435,312
0.08% of portfolio
|
Q4 2022
Reduced 9.75%
|
|
|
Resolute Advisors LLC
|
Nov 01, 2024 Q3 2024 |
1,951
shares
|
$434,643
0.09% of portfolio
|
Q3 2024
Added 25.47%
|
|
|
Strategic Equity Management
|
Nov 05, 2024 Q3 2024 |
1,940
shares
|
$432,193
0.25% of portfolio
|
Q3 2024
Added 31.26%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
1,927
shares
|
$429,297
0.23% of portfolio
|
Q1 2023
Added 0.1%
|
|
|
Eisler Capital (Us) LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,923
shares
|
$428,405
0.01% of portfolio
|
Q3 2024
Reduced 93.57%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
1,921
shares
|
$427,960
0.04% of portfolio
|
Q3 2024
Added 95950.0%
|