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 |
|---|---|---|---|---|---|
|
Jackson Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
197,641
shares
|
$46.9 Million
7.82% of portfolio
|
Q3 2024
Added 80.08%
|
|
|
Ycg, LLC
|
Nov 04, 2024 Q3 2024 |
197,501
shares
|
$46.9 Million
3.65% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Culbertson A N & CO Inc
|
Oct 16, 2024 Q3 2024 |
197,421
shares
|
$46.9 Million
7.48% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
197,373
shares
|
$46.8 Million
1.72% of portfolio
|
Q3 2022
Added 8.47%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
197,303
shares
|
$46.8 Million
0.57% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
197,176
shares
|
$46.8 Million
0.72% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
197,106
shares
|
$46.8 Million
7.18% of portfolio
|
Q3 2024
Added 7.66%
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
196,243
shares
|
$46.6 Million
5.6% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
195,650
shares
|
$46.4 Million
6.54% of portfolio
|
Q3 2023
Reduced 4.92%
|
|
|
Bridgewater Advisors Inc.
|
Oct 31, 2024 Q3 2024 |
195,646
shares
|
$46.4 Million
4.75% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
195,351
shares
|
$46.4 Million
3.41% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
195,212
shares
|
$46.3 Million
0.1% of portfolio
|
Q3 2024
Reduced 33.65%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
195,056
shares
|
$46.3 Million
3.49% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
195,012
shares
|
$46.3 Million
2.12% of portfolio
|
Q3 2024
Reduced 47.89%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
194,974
shares
|
$46.3 Million
5.63% of portfolio
|
Q3 2024
Reduced 7.8%
|
|
|
Hendershot Investments Inc.
|
Nov 14, 2024 Q3 2024 |
194,831
shares
|
$46.2 Million
6.27% of portfolio
|
Q3 2024
Reduced 10.2%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
194,628
shares
|
$46.2 Million
1.64% of portfolio
|
Q3 2024
Added 39.87%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
194,502
shares
|
$46.2 Million
2.57% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
May Tech Global Investments, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
194,132
shares
|
$46.1 Million
5.99% of portfolio
|
Q3 2024
Added 12.97%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
193,581
shares
|
$45.9 Million
4.25% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
193,547
shares
|
$45.9 Million
3.57% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
193,392
shares
|
$45.9 Million
5.98% of portfolio
|
Q3 2024
Added 20.62%
|
|
|
Rice Partnership, LLC
|
Nov 13, 2024 Q3 2024 |
193,127
shares
|
$45.8 Million
9.27% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Nov 13, 2024 Q3 2024 |
192,821
shares
|
$45.8 Million
19.56% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Pacific Global Investment Management CO
|
Nov 13, 2024 Q3 2024 |
192,690
shares
|
$45.7 Million
8.48% of portfolio
|
Q3 2024
Reduced 3.93%
|