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 |
---|---|---|---|---|---|
Am Investment Strategies LLC
|
Oct 29, 2024 Q3 2024 |
358,144
shares
|
$85 Million
20.61% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
357,094
shares
|
$84.7 Million
7.02% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
356,886
shares
|
$84.7 Million
9.0% of portfolio
|
Q3 2024
Added 32.65%
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2024 Q3 2024 |
355,760
shares
|
$84.4 Million
6.72% of portfolio
|
Q3 2024
Added 1.78%
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
354,994
shares
|
$84.3 Million
3.12% of portfolio
|
Q3 2024
Added 8.86%
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
352,114
shares
|
$83.6 Million
9.09% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
Wahed Invest LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
351,354
shares
|
$83.4 Million
14.75% of portfolio
|
Q3 2024
Added 10.75%
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
349,192
shares
|
$82.9 Million
3.61% of portfolio
|
Q3 2024
Added 0.58%
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
348,894
shares
|
$82.8 Million
5.86% of portfolio
|
Q3 2024
Added 0.29%
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
348,794
shares
|
$82.8 Million
5.7% of portfolio
|
Q3 2024
Added 0.5%
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
348,499
shares
|
$82.7 Million
0.46% of portfolio
|
Q3 2022
Added 0.45%
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
348,141
shares
|
$82.6 Million
4.75% of portfolio
|
Q3 2024
Added 11.18%
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
346,350
shares
|
$82.2 Million
4.96% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
Brickley Wealth Management
|
Nov 04, 2024 Q3 2024 |
346,180
shares
|
$82.2 Million
16.45% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
Birinyi Associates Inc
|
Nov 14, 2024 Q3 2024 |
345,873
shares
|
$82.1 Million
23.36% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
345,869
shares
|
$82.1 Million
1.39% of portfolio
|
Q3 2024
Added 3.5%
|
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
Nov 14, 2024 Q3 2024 |
344,919
shares
|
$81.9 Million
67.39% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
Academy Capital Management Inc
Waco, TX |
Oct 17, 2024 Q3 2024 |
344,271
shares
|
$81.7 Million
13.91% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
United Services Automobile Association
San Antonio, TX |
Nov 14, 2024 Q3 2024 |
344,070
shares
|
$81.7 Million
2.06% of portfolio
|
Q3 2024
Reduced 16.32%
|
|
Baskin Financial Services Inc.
|
Oct 16, 2024 Q3 2024 |
343,315
shares
|
$81.5 Million
6.55% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
343,018
shares
|
$81.4 Million
4.55% of portfolio
|
Q3 2022
Reduced -0.0%
|
|
Birch Hill Investment Advisors LLC
|
Oct 10, 2024 Q3 2024 |
342,317
shares
|
$81.2 Million
3.88% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
342,195
shares
|
$81.2 Million
5.33% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
341,617
shares
|
$81.1 Million
1.78% of portfolio
|
Q3 2024
Added 17.05%
|
|
Grassi Investment Management
|
Oct 22, 2024 Q3 2024 |
340,872
shares
|
$80.9 Million
6.86% of portfolio
|
Q3 2024
Reduced 0.19%
|