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 |
|---|---|---|---|---|---|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
280,138
shares
|
$65.8 Million
3.2% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
278,784
shares
|
$65.5 Million
3.98% of portfolio
|
Q3 2024
Added 14.44%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
278,746
shares
|
$65.5 Million
5.7% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Granite Investment Partners, LLC
|
Nov 12, 2024 Q3 2024 |
278,135
shares
|
$65.3 Million
2.87% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
277,840
shares
|
$65.3 Million
2.06% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
277,720
shares
|
$65.2 Million
4.22% of portfolio
|
Q3 2024
Added 83.68%
|
|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
277,146
shares
|
$65.1 Million
5.61% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
276,798
shares
|
$65 Million
3.69% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Narwhal Capital Management
|
Oct 22, 2024 Q3 2024 |
276,791
shares
|
$65 Million
5.89% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
276,659
shares
|
$65 Million
4.13% of portfolio
|
Q4 2023
Added 14.76%
|
|
|
Private Capital Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
276,209
shares
|
$64.9 Million
7.05% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 15, 2024 Q3 2024 |
274,946
shares
|
$64.6 Million
5.44% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Nov 07, 2024 Q3 2024 |
274,835
shares
|
$64.6 Million
5.42% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
274,406
shares
|
$64.5 Million
1.29% of portfolio
|
Q3 2024
Added 12.39%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 04, 2024 Q3 2024 |
273,862
shares
|
$64.3 Million
5.45% of portfolio
|
Q3 2024
Added 153.76%
|
|
|
Dupont Capital Management Corp
|
Oct 22, 2024 Q3 2024 |
272,580
shares
|
$64 Million
5.37% of portfolio
|
Q3 2024
Added 4.46%
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
271,007
shares
|
$63.7 Million
8.46% of portfolio
|
Q3 2024
Added 85.21%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
270,270
shares
|
$63.5 Million
7.16% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Insight Holdings Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
269,800
shares
|
$63.4 Million
2.76% of portfolio
|
Q2 2024
New holding
|
|
|
Hemenway Trust CO LLC
|
Nov 05, 2024 Q3 2024 |
269,664
shares
|
$63.4 Million
5.26% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
269,567
shares
|
$63.3 Million
6.73% of portfolio
|
Q3 2022
Reduced 3.55%
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
269,437
shares
|
$63.3 Million
7.87% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
269,033
shares
|
$63.2 Million
4.28% of portfolio
|
Q3 2024
Added 8.42%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
269,020
shares
|
$63.2 Million
0.36% of portfolio
|
Q3 2022
Reduced 28.14%
|
|
|
Ledyard National Bank
|
Oct 21, 2024 Q3 2024 |
268,406
shares
|
$63.1 Million
5.75% of portfolio
|
Q3 2024
Reduced 1.76%
|