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 |
|---|---|---|---|---|---|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
204,685
shares
|
$48.6 Million
2.18% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
204,525
shares
|
$48.5 Million
0.6% of portfolio
|
Q3 2024
Added 38.19%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
203,947
shares
|
$48.4 Million
3.22% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
203,473
shares
|
$48.3 Million
0.61% of portfolio
|
Q3 2024
Reduced 49.52%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
203,364
shares
|
$48.3 Million
5.4% of portfolio
|
Q2 2023
Reduced 0.17%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
203,221
shares
|
$48.2 Million
1.93% of portfolio
|
Q3 2024
Added 11.44%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
203,080
shares
|
$48.2 Million
4.07% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
202,881
shares
|
$48.1 Million
1.14% of portfolio
|
Q3 2024
Added 11.82%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
202,442
shares
|
$48 Million
3.28% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
John Armitage
Egerton Capital (Uk) LLP
|
Nov 05, 2024 Q3 2024 |
201,738
shares
|
$47.9 Million
0.62% of portfolio
|
Q3 2024
New holding
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
201,703
shares
|
$47.9 Million
1.96% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
200,985
shares
|
$47.7 Million
9.02% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
200,953
shares
|
$47.7 Million
5.0% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Keystone Financial Group
|
Nov 12, 2024 Q3 2024 |
200,899
shares
|
$47.7 Million
15.82% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Renaissance Group LLC
Covington, KY |
Nov 12, 2024 Q3 2024 |
200,542
shares
|
$47.6 Million
1.98% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Unigestion Holding Sa
|
Nov 19, 2024 Q3 2024 |
200,231
shares
|
$47.5 Million
2.27% of portfolio
|
Q3 2024
Added 358.24%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
200,214
shares
|
$47.5 Million
4.62% of portfolio
|
Q3 2024
Added 34.94%
|
|
|
Honeycomb Asset Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
200,000
shares
|
$47.5 Million
17.83% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
199,665
shares
|
$47.4 Million
2.96% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
198,857
shares
|
$47.2 Million
3.76% of portfolio
|
Q3 2022
Added 0.1%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
198,765
shares
|
$47.2 Million
3.13% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Nov 14, 2024 Q3 2024 |
198,593
shares
|
$47.1 Million
1.08% of portfolio
|
Q3 2024
Added 27.88%
|
|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
198,178
shares
|
$47 Million
0.39% of portfolio
|
Q4 2022
Reduced 3.27%
|
|
|
Once Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
197,850
shares
|
$47 Million
9.93% of portfolio
|
Q3 2024
Added 211.82%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2024 Q3 2024 |
197,768
shares
|
$46.9 Million
0.69% of portfolio
|
Q3 2024
Reduced 6.0%
|