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 |
|---|---|---|---|---|---|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
256,569
shares
|
$60.3 Million
3.52% of portfolio
|
Q3 2024
Added 20.58%
|
|
|
Rockland Trust CO
|
Oct 03, 2024 Q3 2024 |
256,539
shares
|
$60.3 Million
2.97% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Nishkama Capital, LLC
Dorado, PR |
Nov 14, 2024 Q3 2024 |
256,007
shares
|
$60.1 Million
4.66% of portfolio
|
Q3 2024
Reduced 37.52%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 12, 2024 Q3 2024 |
255,703
shares
|
$60.1 Million
4.03% of portfolio
|
Q3 2024
Added 4.99%
|
|
|
Papp L Roy & Associates
|
Oct 24, 2024 Q3 2024 |
255,568
shares
|
$60 Million
7.25% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
255,400
shares
|
$60 Million
2.34% of portfolio
|
Q3 2024
Added 25.69%
|
|
|
Jacobs & CO
|
Oct 01, 2024 Q3 2024 |
255,170
shares
|
$59.9 Million
5.94% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Archon Partners LLC
Princeton Junction, NJ |
Nov 14, 2024 Q3 2024 |
255,000
shares
|
$59.9 Million
6.99% of portfolio
|
Q3 2023
Reduced 2.67%
|
|
|
Dock Street Asset Management Inc
|
Oct 21, 2024 Q3 2024 |
254,903
shares
|
$59.9 Million
8.19% of portfolio
|
Q3 2024
Reduced 7.02%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
254,803
shares
|
$59.9 Million
5.21% of portfolio
|
Q3 2024
Reduced 11.79%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
254,454
shares
|
$59.8 Million
6.71% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Sumitomo Life Insurance CO
|
Oct 16, 2024 Q3 2024 |
254,357
shares
|
$59.8 Million
1.17% of portfolio
|
Q3 2024
Added 9.27%
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
254,244
shares
|
$59.7 Million
8.23% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2024 Q3 2024 |
253,849
shares
|
$59.6 Million
1.57% of portfolio
|
Q3 2024
Added 108.69%
|
|
|
Ar Asset Management Inc
|
Nov 13, 2024 Q3 2024 |
253,788
shares
|
$59.6 Million
13.14% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
253,743
shares
|
$59.6 Million
7.7% of portfolio
|
Q3 2024
Added 12.8%
|
|
|
Meitav Dash Investments LTD
|
Oct 28, 2024 Q3 2024 |
253,472
shares
|
$59.5 Million
1.02% of portfolio
|
Q3 2024
Reduced 68.88%
|
|
|
Dorchester Wealth Management CO
|
Oct 22, 2024 Q3 2024 |
253,354
shares
|
$59.5 Million
10.53% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Stillwater Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
253,181
shares
|
$59.5 Million
7.63% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Martingale Asset Management L P
Boston, MA |
Nov 14, 2024 Q3 2024 |
252,816
shares
|
$59.4 Million
1.38% of portfolio
|
Q3 2024
Reduced 15.52%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Nov 13, 2024 Q3 2024 |
252,520
shares
|
$59.3 Million
0.64% of portfolio
|
Q3 2024
Reduced 82.56%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
251,677
shares
|
$59.1 Million
1.59% of portfolio
|
Q3 2024
Added 8888.46%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
251,471
shares
|
$59.1 Million
5.57% of portfolio
|
Q2 2023
Added 101.16%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
248,989
shares
|
$58.5 Million
3.6% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Newlands Management Operations LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
248,975
shares
|
$58.5 Million
0.42% of portfolio
|
Q4 2022
New holding
|