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 |
|---|---|---|---|---|---|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
186,062
shares
|
$43.7 Million
3.18% of portfolio
|
Q3 2024
Added 8.82%
|
|
|
Trybe Capital Management LP
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
186,042
shares
|
$43.7 Million
7.73% of portfolio
|
Q1 2024
Added 136.54%
|
|
|
Griffin Asset Management, Inc.
|
Oct 15, 2024 Q3 2024 |
185,967
shares
|
$43.7 Million
4.93% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 30, 2024 Q3 2024 |
185,877
shares
|
$43.7 Million
7.89% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Penn Davis Mcfarland Inc
|
Oct 18, 2024 Q3 2024 |
185,781
shares
|
$43.6 Million
5.09% of portfolio
|
Q3 2024
Added 12.38%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
185,643
shares
|
$43.6 Million
4.05% of portfolio
|
Q3 2024
Added 15.56%
|
|
|
Northstar Asset Management LLC
|
Oct 30, 2024 Q3 2024 |
185,267
shares
|
$43.5 Million
10.15% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
184,977
shares
|
$43.5 Million
3.95% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
City Of London Investment Management CO LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
184,534
shares
|
$43.4 Million
3.73% of portfolio
|
Q3 2024
Reduced 13.49%
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
184,343
shares
|
$43.3 Million
2.35% of portfolio
|
Q3 2024
Added 17.79%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
183,917
shares
|
$43.2 Million
3.28% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 08, 2024 Q3 2024 |
183,768
shares
|
$43.2 Million
4.54% of portfolio
|
Q3 2024
Added 6.81%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Oct 25, 2024 Q3 2024 |
183,698
shares
|
$43.2 Million
8.15% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
183,395
shares
|
$43.1 Million
9.64% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
183,254
shares
|
$43.1 Million
1.64% of portfolio
|
Q3 2024
Added 6.15%
|
|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
183,241
shares
|
$43 Million
4.14% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
183,060
shares
|
$43 Million
3.6% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
K.J. Harrison & Partners Inc
|
Oct 24, 2024 Q3 2024 |
183,054
shares
|
$43 Million
6.99% of portfolio
|
Q3 2024
Reduced 15.26%
|
|
|
Strategic Advisors LLC
|
Oct 09, 2024 Q3 2024 |
182,792
shares
|
$42.9 Million
8.04% of portfolio
|
Q3 2024
Reduced 12.16%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
182,770
shares
|
$42.9 Million
5.03% of portfolio
|
Q3 2024
Reduced 4.75%
|
|
|
Avitas Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
182,767
shares
|
$42.9 Million
6.07% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Douglas Lane & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
182,640
shares
|
$42.9 Million
0.6% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
182,203
shares
|
$42.8 Million
5.01% of portfolio
|
Q3 2024
Added 7.08%
|
|
|
Mark Asset Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
181,906
shares
|
$42.7 Million
4.25% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
J.P. Marvel Investment Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
181,888
shares
|
$42.7 Million
6.97% of portfolio
|
Q3 2024
Reduced 0.2%
|