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 |
|---|---|---|---|---|---|
|
Allen Investment Management LLC
|
Nov 07, 2024 Q3 2024 |
289,755
shares
|
$68.1 Million
0.81% of portfolio
|
Q2 2024
Reduced 2.08%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
289,607
shares
|
$68 Million
9.43% of portfolio
|
Q3 2024
Reduced 5.59%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
288,961
shares
|
$67.9 Million
8.51% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
288,815
shares
|
$67.9 Million
5.42% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
Nov 13, 2024 Q3 2024 |
288,700
shares
|
$67.8 Million
5.33% of portfolio
|
Q2 2024
Added 8.05%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
288,349
shares
|
$67.7 Million
3.66% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Shikiar Asset Management Inc
|
Oct 10, 2024 Q3 2024 |
288,270
shares
|
$67.7 Million
18.94% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 15, 2024 Q3 2024 |
287,817
shares
|
$67.6 Million
4.54% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
287,514
shares
|
$67.5 Million
3.21% of portfolio
|
Q2 2024
Added 6.07%
|
|
|
Bath Savings Trust CO
|
Oct 07, 2024 Q3 2024 |
287,427
shares
|
$67.5 Million
6.77% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
286,513
shares
|
$67.3 Million
3.24% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Skye Global Management LP
West Palm Beach, FL |
Nov 14, 2024 Q3 2024 |
286,500
shares
|
$67.3 Million
1.67% of portfolio
|
Q3 2024
Reduced 52.57%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
285,667
shares
|
$67.1 Million
7.0% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
285,536
shares
|
$67.1 Million
5.99% of portfolio
|
Q3 2024
Added 9.28%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
285,404
shares
|
$67 Million
6.01% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
285,248
shares
|
$67 Million
3.5% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Zwj Investment Counsel Inc
|
Oct 16, 2024 Q3 2024 |
285,061
shares
|
$67 Million
2.77% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Nzs Capital, LLC
Denver, CO |
Nov 14, 2024 Q3 2024 |
284,174
shares
|
$66.8 Million
2.77% of portfolio
|
Q3 2024
Added 11.75%
|
|
|
Wedge Capital Management L L P
|
Oct 11, 2024 Q3 2024 |
283,813
shares
|
$66.7 Million
1.16% of portfolio
|
Q3 2024
Reduced 17.77%
|
|
|
Pictet & Cie (Europe) Sa
|
Oct 22, 2024 Q3 2024 |
283,781
shares
|
$66.7 Million
1.58% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Noked Capital LTD
Tel Aviv, L3 |
Nov 14, 2022 Q3 2022 |
282,311
shares
|
$66.3 Million
4.12% of portfolio
|
Q3 2022
Added 9771.01%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
280,988
shares
|
$66 Million
8.11% of portfolio
|
Q1 2024
Added 304.48%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
280,824
shares
|
$66 Million
3.98% of portfolio
|
Q3 2024
Added 9.16%
|
|
|
Dillon & Associates Inc
|
Nov 05, 2024 Q3 2024 |
280,371
shares
|
$65.9 Million
9.19% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
280,259
shares
|
$65.8 Million
6.22% of portfolio
|
Q3 2024
Reduced 0.87%
|