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 |
|---|---|---|---|---|---|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
248,868
shares
|
$58.5 Million
5.37% of portfolio
|
Q3 2022
Reduced 0.26%
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Oct 24, 2024 Q3 2024 |
248,496
shares
|
$58.4 Million
4.8% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Nov 14, 2024 Q3 2024 |
248,369
shares
|
$58.3 Million
5.6% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Nov 14, 2024 Q3 2024 |
248,356
shares
|
$58.3 Million
1.8% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
247,505
shares
|
$58.1 Million
4.05% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Nov 04, 2024 Q3 2024 |
247,100
shares
|
$58.1 Million
6.99% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
246,342
shares
|
$57.9 Million
3.64% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Gladstone Capital Management LLP
London, X0 |
Nov 13, 2024 Q3 2024 |
245,603
shares
|
$57.7 Million
5.67% of portfolio
|
Q3 2024
Reduced 28.6%
|
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
245,119
shares
|
$57.6 Million
6.79% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Hardman Johnston Global Advisors LLC
|
Oct 30, 2024 Q3 2024 |
244,631
shares
|
$57.5 Million
2.32% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Forbes J M & CO LLP
|
Oct 24, 2024 Q3 2024 |
244,614
shares
|
$57.5 Million
5.68% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
243,299
shares
|
$57.2 Million
2.27% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
242,442
shares
|
$57 Million
3.36% of portfolio
|
Q3 2024
Added 4995.46%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
242,382
shares
|
$56.9 Million
5.67% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
242,231
shares
|
$56.9 Million
10.92% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Nov 13, 2024 Q3 2024 |
241,077
shares
|
$56.6 Million
7.44% of portfolio
|
Q3 2024
Reduced 21.86%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
241,004
shares
|
$56.6 Million
1.99% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
240,849
shares
|
$56.6 Million
4.31% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
239,383
shares
|
$56.2 Million
8.45% of portfolio
|
Q3 2024
Added 7.77%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
238,905
shares
|
$56.1 Million
2.79% of portfolio
|
Q3 2024
Added 10.83%
|
|
|
Suncoast Equity Management
|
Oct 21, 2024 Q3 2024 |
238,868
shares
|
$56.1 Million
6.45% of portfolio
|
Q3 2024
Reduced 5.24%
|
|
|
Guardian Capital LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
238,750
shares
|
$56.1 Million
2.25% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Edgewood Management LLC
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
237,797
shares
|
$55.9 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Sawgrass Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
236,737
shares
|
$55.6 Million
5.78% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 14, 2024 Q3 2024 |
236,576
shares
|
$55.6 Million
6.49% of portfolio
|
Q3 2024
Reduced 3.08%
|