Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,923 institutions that hold shares in the stock, with a total of 8.74 Billion shares, which have been reported (via 13F filing form) to have a value of $2.04 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aurelius Family Office LLC
Bedford, NH |
Jan 28, 2025 Q4 2024 |
1,057
shares
|
$246,513
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
1492 Capital Management LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
1,052
shares
|
$245,347
0.13% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Jan 15, 2025 Q4 2024 |
1,050
shares
|
$244,881
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Robotti Robert
New York, NY |
Nov 14, 2024 Q3 2024 |
1,048
shares
|
$244,414
0.04% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
Nov 12, 2024 Q3 2024 |
1,040
shares
|
$242,548
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Swan Global Investments, LLC
Durango, CO |
Nov 13, 2024 Q3 2024 |
1,029
shares
|
$239,983
0.01% of portfolio
|
Q3 2024
Reduced 15.72%
|
|
|
Brewster Financial Planning LLC
|
Jan 23, 2025 Q4 2024 |
1,013
shares
|
$236,251
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Jan 29, 2025 Q4 2024 |
1,007
shares
|
$234,852
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Smh Capital Advisors Inc
|
Nov 08, 2024 Q3 2024 |
1,004
shares
|
$234,152
1.46% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
1,004
shares
|
$234,152
0.2% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Simplify Asset Management Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
997
shares
|
$232,520
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Nov 01, 2024 Q3 2024 |
980
shares
|
$228,555
0.07% of portfolio
|
Q2 2024
Reduced 0.1%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
977
shares
|
$227,855
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
977
shares
|
$227,855
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Triasima Portfolio Management Inc.
|
Jan 28, 2025 Q4 2024 |
970
shares
|
$226,223
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Zimmermann Investment Management & Planning LLC
|
Jan 23, 2025 Q4 2024 |
964
shares
|
$224,824
10.65% of portfolio
|
Q4 2024
Reduced 98.24%
|
|
|
Melia Wealth LLC
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
956
shares
|
$222,958
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Causeway Capital Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
939
shares
|
$218,993
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mizuho Securities Co. Ltd.
|
Nov 05, 2024 Q3 2024 |
930
shares
|
$216,894
0.56% of portfolio
|
Q3 2024
Reduced 76.03%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Nov 14, 2024 Q3 2024 |
930
shares
|
$216,894
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Investment Advisors LLC
|
Jan 14, 2025 Q4 2024 |
928
shares
|
$216,428
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Tfo Tdc, LLC
|
Nov 12, 2024 Q3 2024 |
922
shares
|
$215,028
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Jan 17, 2025 Q4 2024 |
914
shares
|
$213,163
0.41% of portfolio
|
Q3 2024
Reduced 60.74%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Feb 03, 2025 Q4 2024 |
912
shares
|
$212,696
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Williams Financial, LLC
Bennington, VT |
Jan 23, 2025 Q4 2024 |
908
shares
|
$211,763
0.14% of portfolio
|
Q4 2024
Reduced 2.37%
|