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 |
|---|---|---|---|---|---|
|
Hartline Investment Corp
Winnetka, IL |
Nov 05, 2024 Q3 2024 |
266,818
shares
|
$62.7 Million
7.82% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
266,409
shares
|
$62.6 Million
4.11% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
266,264
shares
|
$62.6 Million
3.88% of portfolio
|
Q3 2024
Added 5.49%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
265,834
shares
|
$62.5 Million
8.45% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
265,733
shares
|
$62.4 Million
4.91% of portfolio
|
Q3 2024
Added 171.54%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
265,588
shares
|
$62.4 Million
0.14% of portfolio
|
Q3 2024
Added 10.22%
|
|
|
Avenir Corp
Washington, DC |
Nov 14, 2024 Q3 2024 |
264,852
shares
|
$62.2 Million
6.28% of portfolio
|
Q3 2024
Reduced 6.92%
|
|
|
Thomasville National Bank
|
Oct 11, 2024 Q3 2024 |
264,740
shares
|
$62.2 Million
4.75% of portfolio
|
Q3 2024
Added 6.64%
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
264,696
shares
|
$62.2 Million
4.17% of portfolio
|
Q3 2024
Added 14.15%
|
|
|
Generate Investment Management LTD
Auckland, Q2 |
Oct 17, 2024 Q3 2024 |
264,594
shares
|
$62.2 Million
4.12% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
M&G Investment Management LTD
London, X0 |
May 08, 2024 Q4 2023 |
264,485
shares
|
$62.1 Million
0.18% of portfolio
|
Q4 2023
Reduced 6.75%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
264,322
shares
|
$62.1 Million
5.2% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
263,206
shares
|
$61.8 Million
2.88% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
263,013
shares
|
$61.8 Million
3.95% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Lee Danner & Bass Inc
|
Oct 30, 2024 Q3 2024 |
262,844
shares
|
$61.7 Million
4.31% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Blackhill Capital Inc
Morristown, NJ |
Nov 12, 2024 Q3 2024 |
261,400
shares
|
$61.4 Million
3.51% of portfolio
|
Q2 2023
Reduced 0.61%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
260,412
shares
|
$61.2 Million
4.23% of portfolio
|
Q2 2022
Reduced 9.57%
|
|
|
Violich Capital Management, Inc.
|
Oct 18, 2024 Q3 2024 |
260,311
shares
|
$61.2 Million
7.88% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Middleton & CO Inc
|
Oct 23, 2024 Q3 2024 |
260,223
shares
|
$61.1 Million
6.75% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
259,265
shares
|
$60.9 Million
3.06% of portfolio
|
Q3 2024
Added 7.85%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
259,244
shares
|
$60.9 Million
6.06% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
258,952
shares
|
$60.8 Million
7.28% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
258,856
shares
|
$60.8 Million
4.22% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
258,160
shares
|
$60.6 Million
2.89% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Twin Capital Management Inc
|
Nov 12, 2024 Q3 2024 |
257,633
shares
|
$60.5 Million
7.04% of portfolio
|
Q3 2024
Reduced 0.98%
|