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 |
|---|---|---|---|---|---|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
192,155
shares
|
$45.1 Million
3.52% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
|
Bowie Capital Management, LLC
Richardson, TX |
Nov 13, 2024 Q3 2024 |
192,126
shares
|
$45.1 Million
2.4% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Trivest Advisors LTD
Hong Kong, K3 |
Nov 12, 2024 Q3 2024 |
192,000
shares
|
$45.1 Million
2.56% of portfolio
|
Q3 2024
Reduced 64.0%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Oct 25, 2024 Q3 2024 |
191,920
shares
|
$45.1 Million
2.64% of portfolio
|
Q3 2024
Added 9.54%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 08, 2024 Q3 2024 |
191,434
shares
|
$45 Million
3.73% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Edge Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
191,320
shares
|
$44.9 Million
8.97% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
190,917
shares
|
$44.9 Million
2.15% of portfolio
|
Q3 2024
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
190,635
shares
|
$44.8 Million
1.04% of portfolio
|
Q3 2024
Added 7.97%
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
190,504
shares
|
$44.8 Million
1.09% of portfolio
|
Q3 2024
Reduced 13.69%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
190,366
shares
|
$44.7 Million
3.72% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Oct 09, 2024 Q3 2024 |
190,272
shares
|
$44.7 Million
1.16% of portfolio
|
Q3 2024
Reduced 6.47%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
190,183
shares
|
$44.7 Million
1.94% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
190,035
shares
|
$44.6 Million
1.25% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
189,973
shares
|
$44.6 Million
3.22% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
189,580
shares
|
$44.5 Million
4.89% of portfolio
|
Q1 2024
Reduced 1.44%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
189,490
shares
|
$44.5 Million
5.86% of portfolio
|
Q4 2022
Added 1.32%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
188,001
shares
|
$44.2 Million
2.51% of portfolio
|
Q3 2024
Added 23.69%
|
|
|
Winslow Asset Management Inc
|
Nov 04, 2024 Q3 2024 |
187,935
shares
|
$44.2 Million
8.1% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
187,706
shares
|
$44.1 Million
2.78% of portfolio
|
Q3 2022
Added 0.6%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
187,159
shares
|
$44 Million
6.51% of portfolio
|
Q4 2022
Reduced 1.89%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
187,125
shares
|
$44 Million
5.65% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
186,989
shares
|
$43.9 Million
5.53% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
186,825
shares
|
$43.9 Million
9.77% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Oct 30, 2024 Q3 2024 |
186,516
shares
|
$43.8 Million
1.45% of portfolio
|
Q3 2024
Reduced 16.11%
|
|
|
Seizert Capital Partners, LLC
|
Nov 06, 2024 Q3 2024 |
186,468
shares
|
$43.8 Million
2.01% of portfolio
|
Q3 2024
Added 1.42%
|