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 |
|---|---|---|---|---|---|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
227,270
shares
|
$53.4 Million
6.38% of portfolio
|
Q2 2024
Reduced 0.63%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 13, 2024 Q3 2024 |
226,901
shares
|
$53.3 Million
21.84% of portfolio
|
Q3 2024
New holding
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
226,838
shares
|
$53.3 Million
6.27% of portfolio
|
Q3 2024
New holding
|
|
|
Clough Capital Partners L P
Boston, MA |
Nov 14, 2024 Q3 2024 |
226,790
shares
|
$53.3 Million
5.72% of portfolio
|
Q3 2024
Reduced 16.78%
|
|
|
Vancity Investment Management LTD
Vancouver, A1 |
Nov 14, 2024 Q3 2024 |
226,689
shares
|
$53.3 Million
6.33% of portfolio
|
Q3 2024
Reduced 51.06%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
226,414
shares
|
$53.2 Million
12.12% of portfolio
|
Q2 2022
Reduced 23.79%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
225,893
shares
|
$53.1 Million
2.61% of portfolio
|
Q4 2022
Reduced 0.7%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Oct 17, 2024 Q3 2024 |
225,664
shares
|
$53 Million
2.39% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
225,588
shares
|
$53 Million
5.99% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
224,829
shares
|
$52.8 Million
8.53% of portfolio
|
Q3 2022
Reduced 5.35%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
224,579
shares
|
$52.8 Million
5.61% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
223,982
shares
|
$52.6 Million
2.2% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
222,534
shares
|
$52.3 Million
5.34% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
222,415
shares
|
$52.3 Million
4.27% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
221,889
shares
|
$52.1 Million
8.49% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Churchill Management Corp
|
Oct 15, 2024 Q3 2024 |
220,910
shares
|
$51.9 Million
0.6% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 02, 2024 Q3 2024 |
220,445
shares
|
$51.8 Million
6.99% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
220,444
shares
|
$51.8 Million
6.06% of portfolio
|
Q3 2024
Added 7.1%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 14, 2024 Q3 2024 |
220,439
shares
|
$51.8 Million
4.37% of portfolio
|
Q3 2024
Added 6.73%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
220,358
shares
|
$51.8 Million
0.68% of portfolio
|
Q3 2024
Added 11.43%
|
|
|
Jgp Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
219,895
shares
|
$51.7 Million
6.62% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
219,397
shares
|
$51.5 Million
4.48% of portfolio
|
Q3 2022
Added 6.55%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
Nov 14, 2024 Q3 2024 |
219,189
shares
|
$51.5 Million
1.21% of portfolio
|
Q3 2024
Reduced 51.91%
|
|
|
Equitable Trust CO
|
Nov 01, 2024 Q3 2024 |
218,913
shares
|
$51.4 Million
3.46% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Oct 18, 2024 Q3 2024 |
218,804
shares
|
$51.4 Million
4.2% of portfolio
|
Q3 2024
Added 1.49%
|