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 |
|---|---|---|---|---|---|
|
Alpha Omega Group, Inc.
|
Nov 12, 2024 Q3 2024 |
1,539
shares
|
$342,858
0.51% of portfolio
|
Q3 2024
Reduced 8.12%
|
|
|
Bcr Wealth Strategies, LLC
|
Oct 18, 2024 Q3 2024 |
1,537
shares
|
$342,412
0.17% of portfolio
|
Q1 2024
Added 2.19%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Jan 14, 2025 Q4 2024 |
1,535
shares
|
$341,967
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Jan 22, 2025 Q4 2024 |
1,532
shares
|
$341,298
0.29% of portfolio
|
Q4 2023
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
1,527
shares
|
$340,185
0.16% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jan 21, 2025 Q4 2024 |
1,513
shares
|
$337,066
0.18% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
1,508
shares
|
$335,952
0.06% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Jan 24, 2025 Q4 2024 |
1,501
shares
|
$334,392
0.1% of portfolio
|
Q1 2022
Reduced 2.53%
|
|
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
Nov 13, 2024 Q3 2024 |
1,500
shares
|
$334,170
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Brooklyn Fi, LLC
New York, NY |
Oct 29, 2024 Q3 2024 |
1,492
shares
|
$332,387
0.12% of portfolio
|
Q3 2024
Reduced 6.05%
|
|
|
Innovator Capital Management, LLC
Wheaton, IL |
Nov 14, 2024 Q3 2024 |
1,477
shares
|
$329,046
30.07% of portfolio
|
Q3 2024
New holding
|
|
|
Emc Capital Management
Houston, TX |
Jan 23, 2025 Q4 2024 |
1,475
shares
|
$328,600
0.21% of portfolio
|
Q4 2024
Added 65.36%
|
|
|
Alphasimplex Group, LLC
Boston, MA |
Nov 08, 2022 Q3 2022 |
1,473
shares
|
$328,154
2.06% of portfolio
|
Q3 2022
Reduced 15.0%
|
|
|
Disciplined Growth Investors Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,464
shares
|
$326,149
0.01% of portfolio
|
Q4 2023
Reduced 30.48%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Nov 13, 2024 Q3 2024 |
1,462
shares
|
$325,704
0.1% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
1,460
shares
|
$325,258
0.16% of portfolio
|
Q1 2023
Added 2.74%
|
|
|
Cove Street Capital, LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
1,450
shares
|
$323,031
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
1,443
shares
|
$321,471
0.11% of portfolio
|
Q3 2024
Added 15.07%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
1,432
shares
|
$319,020
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Jan 24, 2025 Q4 2024 |
1,427
shares
|
$317,907
0.07% of portfolio
|
Q4 2024
Added 39.63%
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Jan 23, 2025 Q4 2024 |
1,426
shares
|
$317,684
0.39% of portfolio
|
Q4 2024
Reduced 13.47%
|
|
|
Kirr Marbach & CO LLC
|
Jan 22, 2025 Q4 2024 |
1,422
shares
|
$316,793
0.08% of portfolio
|
Q4 2024
Reduced 6.57%
|
|
|
R.M.Sincerbeaux Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
1,414
shares
|
$315,010
0.21% of portfolio
|
Q3 2024
Reduced 14.2%
|
|
|
Asset Planning Services Inc
|
Jan 17, 2025 Q4 2024 |
1,408
shares
|
$313,674
0.17% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Socha Financial Group, LLC
Corning, NY |
Oct 30, 2024 Q3 2024 |
1,405
shares
|
$313,005
0.14% of portfolio
|
Q3 2024
Added 0.14%
|