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 |
|---|---|---|---|---|---|
|
Mps Loria Financial Planners, LLC
|
Oct 21, 2024 Q3 2024 |
303,545
shares
|
$72 Million
21.3% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Rb Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
302,430
shares
|
$71.8 Million
17.3% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
302,295
shares
|
$71.7 Million
4.38% of portfolio
|
Q2 2023
Reduced 1.33%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
301,166
shares
|
$71.5 Million
5.2% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
Nov 06, 2024 Q3 2024 |
300,962
shares
|
$71.4 Million
2.82% of portfolio
|
Q3 2024
Added 199.71%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
300,800
shares
|
$71.4 Million
23.06% of portfolio
|
Q3 2023
Added 1.1%
|
|
|
Wendell David Associates Inc
|
Oct 21, 2024 Q3 2024 |
300,428
shares
|
$71.3 Million
6.69% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Bamco Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
300,328
shares
|
$71.3 Million
0.19% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Cfm Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
299,891
shares
|
$71.2 Million
12.29% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 13, 2024 Q3 2024 |
299,074
shares
|
$71 Million
7.77% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Close Asset Management LTD
|
Nov 12, 2024 Q3 2024 |
298,682
shares
|
$70.9 Million
2.14% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
298,608
shares
|
$70.9 Million
2.52% of portfolio
|
Q3 2024
Added 48.53%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
297,910
shares
|
$70.7 Million
5.98% of portfolio
|
Q3 2023
Reduced 2.46%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
295,822
shares
|
$70.2 Million
7.76% of portfolio
|
Q3 2024
Added 11.52%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
294,296
shares
|
$69.8 Million
25.59% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
293,839
shares
|
$69.7 Million
4.73% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
293,721
shares
|
$69.7 Million
10.5% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
293,674
shares
|
$69.7 Million
4.36% of portfolio
|
Q3 2024
Added 21.92%
|
|
|
Guide Stone Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
293,577
shares
|
$69.7 Million
100.0% of portfolio
|
Q3 2022
Reduced 50.13%
|
|
|
M&G PLC
London, X0 |
Oct 31, 2024 Q3 2024 |
292,852
shares
|
$69.5 Million
0.25% of portfolio
|
Q3 2024
Added 42.43%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
291,858
shares
|
$69.3 Million
4.71% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
S&Co Inc
Boston, MA |
Nov 07, 2024 Q3 2024 |
291,739
shares
|
$69.2 Million
4.44% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Oct 11, 2024 Q3 2024 |
291,208
shares
|
$69.1 Million
2.19% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
|
Fulton Bank, N.A.
|
Oct 07, 2024 Q3 2024 |
289,970
shares
|
$68.8 Million
5.69% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
Oct 21, 2024 Q3 2024 |
289,900
shares
|
$68.8 Million
7.83% of portfolio
|
Q3 2024
Reduced 5.23%
|