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 |
|---|---|---|---|---|---|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
397,359
shares
|
$93.4 Million
6.47% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
397,229
shares
|
$93.3 Million
5.34% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
396,699
shares
|
$93.2 Million
0.83% of portfolio
|
Q2 2022
Added 1.09%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
396,616
shares
|
$93.2 Million
2.23% of portfolio
|
Q3 2024
Added 43.86%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
396,508
shares
|
$93.2 Million
2.14% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
395,896
shares
|
$93 Million
9.3% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Adell Harriman & Carpenter Inc
|
Oct 25, 2024 Q3 2024 |
394,874
shares
|
$92.8 Million
6.69% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
394,806
shares
|
$92.8 Million
2.42% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
393,824
shares
|
$92.5 Million
2.82% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
393,315
shares
|
$92.4 Million
11.64% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Locust Wood Capital Advisers, LLC
|
Nov 13, 2024 Q3 2024 |
393,229
shares
|
$92.4 Million
3.6% of portfolio
|
Q3 2024
Added 11.62%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
392,443
shares
|
$92.2 Million
5.99% of portfolio
|
Q4 2022
Reduced 4.95%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
391,438
shares
|
$92 Million
4.65% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
390,796
shares
|
$91.8 Million
6.16% of portfolio
|
Q3 2024
Added 9.17%
|
|
|
Klingenstein Fields & CO LP
|
Oct 29, 2024 Q3 2024 |
387,610
shares
|
$91.1 Million
3.63% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Davidson Investment Advisors
|
Nov 13, 2024 Q3 2024 |
385,649
shares
|
$90.6 Million
4.41% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
385,477
shares
|
$90.6 Million
7.85% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Banque Pictet & Cie Sa
|
Oct 21, 2024 Q3 2024 |
384,470
shares
|
$90.3 Million
0.68% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
383,913
shares
|
$90.2 Million
2.25% of portfolio
|
Q3 2024
Added 10.63%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
383,052
shares
|
$90 Million
5.76% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
381,867
shares
|
$89.7 Million
6.55% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Nov 14, 2024 Q3 2024 |
381,376
shares
|
$89.6 Million
7.78% of portfolio
|
Q3 2024
Added 9.33%
|
|
|
Campbell Newman Asset Management Inc
|
Oct 15, 2024 Q3 2024 |
379,252
shares
|
$89.1 Million
7.04% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Talbot Financial, LLC
Bellevue, WA |
Oct 08, 2024 Q3 2024 |
378,843
shares
|
$89 Million
10.75% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
375,539
shares
|
$88.2 Million
2.76% of portfolio
|
Q3 2024
Added 10.09%
|