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 |
|---|---|---|---|---|---|
|
Ls Investment Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
326,251
shares
|
$76.6 Million
11.59% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
325,533
shares
|
$76.5 Million
5.43% of portfolio
|
Q3 2024
Reduced 7.54%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
325,301
shares
|
$76.4 Million
1.82% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
322,887
shares
|
$75.9 Million
3.83% of portfolio
|
Q3 2022
Reduced 0.39%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
322,877
shares
|
$75.9 Million
4.24% of portfolio
|
Q3 2023
Added 77.28%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
322,522
shares
|
$75.8 Million
3.63% of portfolio
|
Q3 2024
Reduced 6.32%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
320,842
shares
|
$75.4 Million
3.32% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Nov 14, 2024 Q3 2024 |
320,756
shares
|
$75.4 Million
3.14% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
Oct 24, 2024 Q3 2024 |
319,400
shares
|
$75 Million
0.67% of portfolio
|
Q3 2023
Reduced 4.49%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
319,397
shares
|
$75 Million
4.31% of portfolio
|
Q3 2024
Added 20.09%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
319,128
shares
|
$75 Million
5.03% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
318,764
shares
|
$74.9 Million
4.6% of portfolio
|
Q3 2023
Added 1.8%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
318,284
shares
|
$74.8 Million
3.81% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Li Lu
Himalaya Capital Management LLC | Seattle, Wa
|
Nov 14, 2024 Q3 2024 |
317,700
shares
|
$74.6 Million
3.03% of portfolio
|
Q3 2024
Reduced 58.18%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
317,619
shares
|
$74.6 Million
3.13% of portfolio
|
Q2 2022
Added 2.23%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
317,612
shares
|
$74.6 Million
1.86% of portfolio
|
Q3 2024
Added 10.6%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
317,153
shares
|
$74.5 Million
2.77% of portfolio
|
Q3 2024
Added 30.85%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
316,932
shares
|
$74.5 Million
5.36% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
316,509
shares
|
$74.4 Million
3.46% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
General American Investors CO Inc
|
Oct 31, 2024 Q3 2024 |
316,000
shares
|
$74.2 Million
5.24% of portfolio
|
Q2 2024
Reduced 9.97%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
315,416
shares
|
$74.1 Million
4.76% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
315,325
shares
|
$74.1 Million
3.51% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
315,059
shares
|
$74 Million
4.98% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
314,864
shares
|
$74 Million
2.74% of portfolio
|
Q2 2024
Added 10.12%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
314,787
shares
|
$74 Million
1.94% of portfolio
|
Q3 2024
Added 8.75%
|