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 |
|---|---|---|---|---|---|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
218,563
shares
|
$51.3 Million
3.16% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
218,526
shares
|
$51.3 Million
3.24% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Oct 31, 2024 Q3 2024 |
218,429
shares
|
$51.3 Million
15.95% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
218,290
shares
|
$51.3 Million
3.35% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
218,010
shares
|
$51.2 Million
0.34% of portfolio
|
Q3 2024
Reduced 5.43%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
217,793
shares
|
$51.2 Million
6.11% of portfolio
|
Q2 2024
Added 529.95%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
217,230
shares
|
$51 Million
4.07% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
217,010
shares
|
$51 Million
4.12% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
216,557
shares
|
$50.9 Million
8.87% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
216,537
shares
|
$50.9 Million
3.86% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Nov 05, 2024 Q3 2024 |
216,411
shares
|
$50.8 Million
11.36% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Blue Chip Partners, Inc.
|
Nov 04, 2024 Q3 2024 |
216,003
shares
|
$50.7 Million
4.37% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
215,946
shares
|
$50.7 Million
1.47% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Elite Wealth Management, Inc.
|
Nov 13, 2024 Q3 2024 |
215,308
shares
|
$50.6 Million
11.94% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
215,308
shares
|
$50.6 Million
8.16% of portfolio
|
Q3 2024
Added 98.83%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
215,217
shares
|
$50.6 Million
2.79% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Oct 04, 2024 Q3 2024 |
215,198
shares
|
$50.6 Million
7.48% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Oct 29, 2024 Q3 2024 |
215,174
shares
|
$50.6 Million
4.0% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
215,008
shares
|
$50.5 Million
0.09% of portfolio
|
Q3 2024
Reduced 91.81%
|
|
|
Keywise Capital Management (Hk) LTD
Hong Kong, K3 |
Nov 14, 2024 Q3 2024 |
214,600
shares
|
$50.4 Million
4.94% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
214,353
shares
|
$50.4 Million
6.08% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Nov 05, 2024 Q3 2024 |
214,000
shares
|
$50.3 Million
0.49% of portfolio
|
Q3 2024
Added 92.1%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
213,390
shares
|
$50.1 Million
2.69% of portfolio
|
Q4 2022
Added 82.42%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
212,614
shares
|
$49.9 Million
2.68% of portfolio
|
Q3 2024
Added 11.47%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
212,004
shares
|
$49.8 Million
4.76% of portfolio
|
Q3 2024
Reduced 0.25%
|