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 |
|---|---|---|---|---|---|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
76,979
shares
|
$18 Million
6.48% of portfolio
|
Q3 2023
Added 1.24%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
76,968
shares
|
$18 Million
1.81% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
76,902
shares
|
$17.9 Million
7.02% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Bell Asset Management LTD
Melbourne, C3 |
Nov 13, 2024 Q3 2024 |
76,901
shares
|
$17.9 Million
3.33% of portfolio
|
Q3 2024
Reduced 61.88%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
76,832
shares
|
$17.9 Million
4.36% of portfolio
|
Q4 2024
Reduced 4.72%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
76,638
shares
|
$17.9 Million
1.7% of portfolio
|
Q3 2024
Added 30.7%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
76,594
shares
|
$17.9 Million
1.79% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
76,562
shares
|
$17.9 Million
6.37% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
76,531
shares
|
$17.8 Million
3.1% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
76,524
shares
|
$17.8 Million
8.64% of portfolio
|
Q1 2023
Added 1.54%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
76,276
shares
|
$17.8 Million
1.67% of portfolio
|
Q3 2024
Reduced 15.93%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
76,253
shares
|
$17.8 Million
1.47% of portfolio
|
Q4 2024
Reduced 6.58%
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
76,218
shares
|
$17.8 Million
6.82% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Humankind Investments LLC
|
Nov 14, 2024 Q3 2024 |
76,212
shares
|
$17.8 Million
6.56% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
76,113
shares
|
$17.8 Million
3.53% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
76,001
shares
|
$17.7 Million
5.32% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Two Point Capital Management, Inc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
75,916
shares
|
$17.7 Million
6.04% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
75,908
shares
|
$17.7 Million
4.75% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 04, 2024 Q3 2024 |
75,888
shares
|
$17.7 Million
6.34% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Feb 06, 2025 Q4 2024 |
75,801
shares
|
$17.7 Million
11.74% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
75,669
shares
|
$17.6 Million
0.62% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
75,573
shares
|
$17.6 Million
0.18% of portfolio
|
Q3 2024
Added 33.96%
|
|
|
Kercheville Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
75,526
shares
|
$17.6 Million
7.38% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
75,373
shares
|
$17.6 Million
6.55% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Professional Advisory Services Inc
|
Jan 15, 2025 Q4 2024 |
75,266
shares
|
$17.6 Million
2.6% of portfolio
|
Q4 2024
Reduced 2.68%
|