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 |
|---|---|---|---|---|---|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
426,826
shares
|
$101 Million
1.61% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Atreides Management, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
424,965
shares
|
$101 Million
2.85% of portfolio
|
Q3 2024
Added 29.93%
|
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
423,853
shares
|
$101 Million
1.39% of portfolio
|
Q3 2024
Added 2477.24%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
423,476
shares
|
$101 Million
7.29% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Hoffman, Alan N Investment Management
|
Oct 07, 2024 Q3 2024 |
421,061
shares
|
$99.9 Million
47.23% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Waverton Investment Management LTD
|
Nov 05, 2024 Q3 2024 |
419,435
shares
|
$99.5 Million
1.8% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
419,332
shares
|
$99.5 Million
10.2% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
416,692
shares
|
$98.9 Million
2.64% of portfolio
|
Q3 2024
Reduced 69.83%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
416,105
shares
|
$98.8 Million
3.59% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
413,181
shares
|
$98.1 Million
4.27% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2024 Q3 2024 |
412,076
shares
|
$97.8 Million
6.98% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
407,584
shares
|
$96.7 Million
4.59% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
407,458
shares
|
$96.7 Million
2.44% of portfolio
|
Q3 2024
Added 25.98%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
407,018
shares
|
$96.6 Million
7.73% of portfolio
|
Q2 2022
Reduced 2.61%
|
|
|
Bender Robert & Associates
|
Oct 30, 2024 Q3 2024 |
405,831
shares
|
$96.3 Million
20.07% of portfolio
|
Q3 2024
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
404,599
shares
|
$96 Million
2.26% of portfolio
|
Q3 2024
Added 8.9%
|
|
|
Lvm Capital Management LTD
|
Oct 03, 2024 Q3 2024 |
404,507
shares
|
$96 Million
10.85% of portfolio
|
Q2 2024
Reduced 2.09%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
403,251
shares
|
$95.7 Million
6.23% of portfolio
|
Q3 2024
Added 424.53%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
402,639
shares
|
$95.6 Million
4.47% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
Nov 14, 2024 Q3 2024 |
401,980
shares
|
$95.4 Million
9.99% of portfolio
|
Q3 2024
Added 7.71%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
401,620
shares
|
$95.3 Million
1.05% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
401,225
shares
|
$95.2 Million
8.35% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
400,806
shares
|
$95.1 Million
3.81% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Everence Capital Management Inc
|
Oct 21, 2024 Q3 2024 |
399,198
shares
|
$94.7 Million
5.87% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
397,643
shares
|
$94.4 Million
6.31% of portfolio
|
Q3 2024
Reduced 25.27%
|