Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,697 institutions that hold shares in the stock, with a total of 8.8 Billion shares, which have been reported (via 13F filing form) to have a value of $2.07 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
599,311
shares
|
$141 Million
4.26% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
598,443
shares
|
$141 Million
9.61% of portfolio
|
Q2 2024
Reduced 4.24%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
596,531
shares
|
$140 Million
1.4% of portfolio
|
Q2 2024
Reduced 4.3%
|
|
|
Meyer Handelman CO
|
Oct 10, 2024 Q3 2024 |
594,693
shares
|
$140 Million
4.74% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
593,539
shares
|
$139 Million
5.72% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Commerzbank Aktiengesellschaft
|
Oct 22, 2024 Q3 2024 |
591,599
shares
|
$139 Million
3.67% of portfolio
|
Q3 2024
Added 34.67%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
591,583
shares
|
$139 Million
4.01% of portfolio
|
Q3 2024
Added 51.16%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
591,107
shares
|
$139 Million
5.38% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
590,440
shares
|
$139 Million
3.38% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
589,355
shares
|
$138 Million
8.87% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Lgt Capital Partners Ltd.
|
Nov 08, 2024 Q3 2024 |
588,840
shares
|
$138 Million
4.88% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
588,008
shares
|
$138 Million
5.74% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Nicholas Company, Inc.
|
Nov 12, 2024 Q3 2024 |
586,440
shares
|
$138 Million
2.33% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Capital Investment Counsel, Inc
|
Oct 22, 2024 Q3 2024 |
585,123
shares
|
$137 Million
19.62% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Investment House LLC
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
585,115
shares
|
$137 Million
7.45% of portfolio
|
Q3 2024
Reduced 6.8%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
583,894
shares
|
$137 Million
4.78% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Ns Partners LTD
|
Nov 08, 2024 Q3 2024 |
583,676
shares
|
$137 Million
5.77% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
583,413
shares
|
$137 Million
2.26% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Castleark Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
579,699
shares
|
$136 Million
5.6% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
578,994
shares
|
$136 Million
5.2% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 13, 2024 Q3 2024 |
576,144
shares
|
$135 Million
4.93% of portfolio
|
Q1 2022
Added 1.64%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
575,080
shares
|
$135 Million
5.9% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Cincinnati Insurance CO
|
Nov 07, 2024 Q3 2024 |
573,563
shares
|
$135 Million
2.24% of portfolio
|
Q3 2024
Reduced 6.89%
|
|
|
Tcw Group Inc
|
Nov 18, 2024 Q3 2024 |
571,323
shares
|
$134 Million
1.19% of portfolio
|
Q3 2024
Added 6.11%
|
|
|
Ossiam
Paris, I0 |
Nov 13, 2024 Q3 2024 |
569,392
shares
|
$134 Million
2.6% of portfolio
|
Q3 2024
Reduced 15.74%
|