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 |
|---|---|---|---|---|---|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
314,311
shares
|
$73.8 Million
6.48% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Ocean Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
313,323
shares
|
$73.6 Million
17.13% of portfolio
|
Q3 2024
Added 36.79%
|
|
|
Longbow Finance Sa
Lutry, V8 |
Nov 12, 2024 Q3 2024 |
312,708
shares
|
$73.5 Million
7.77% of portfolio
|
Q3 2024
Reduced 7.7%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
312,691
shares
|
$73.5 Million
1.35% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Gw Henssler & Associates LTD
|
Oct 25, 2024 Q3 2024 |
311,500
shares
|
$73.2 Million
4.11% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Oct 22, 2024 Q3 2024 |
310,744
shares
|
$73 Million
6.34% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Trb Advisors LP
New York, NY |
Oct 09, 2024 Q3 2024 |
310,000
shares
|
$72.8 Million
13.29% of portfolio
|
Q2 2024
Reduced 8.82%
|
|
|
Comgest Global Investors S.A.S.
|
Nov 06, 2024 Q3 2024 |
309,404
shares
|
$72.7 Million
1.14% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Capital International Sarl
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
309,230
shares
|
$72.6 Million
1.94% of portfolio
|
Q3 2024
Added 10.86%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
308,775
shares
|
$72.5 Million
5.92% of portfolio
|
Q3 2024
Added 35.15%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
308,098
shares
|
$72.4 Million
5.73% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Cincinnati Specialty Underwriters Insurance CO
|
Nov 07, 2024 Q3 2024 |
308,000
shares
|
$72.4 Million
21.14% of portfolio
|
Q3 2020
Added 300.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
307,732
shares
|
$72.3 Million
4.7% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
306,693
shares
|
$72.1 Million
5.99% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
306,682
shares
|
$72 Million
6.74% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
306,430
shares
|
$72 Million
4.45% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
306,430
shares
|
$72 Million
4.35% of portfolio
|
Q3 2024
Reduced 97.19%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 08, 2024 Q3 2024 |
306,207
shares
|
$71.9 Million
1.54% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 23, 2024 Q3 2024 |
305,478
shares
|
$71.8 Million
4.61% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
304,916
shares
|
$71.6 Million
2.96% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 29, 2024 Q3 2024 |
304,846
shares
|
$71.6 Million
4.31% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
304,777
shares
|
$71.6 Million
4.58% of portfolio
|
Q3 2024
Reduced 5.08%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
304,551
shares
|
$71.5 Million
2.72% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
304,548
shares
|
$71.5 Million
3.41% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
304,477
shares
|
$71.5 Million
1.35% of portfolio
|
Q3 2024
Reduced 1.06%
|