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 |
|---|---|---|---|---|---|
|
Strategic Wealth Investment Group, LLC
|
Oct 24, 2024 Q3 2024 |
181,847
shares
|
$43.2 Million
4.84% of portfolio
|
Q3 2024
Reduced 21.37%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
181,802
shares
|
$43.1 Million
6.75% of portfolio
|
Q4 2023
Reduced 9.63%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
181,552
shares
|
$43.1 Million
2.62% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
180,961
shares
|
$42.9 Million
2.79% of portfolio
|
Q1 2023
Reduced 0.2%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Nov 25, 2024 Q3 2024 |
180,487
shares
|
$42.8 Million
6.53% of portfolio
|
Q3 2024
Added 521.6%
|
|
|
Oak Grove Capital LLC
North Hampton, NH |
Nov 13, 2024 Q3 2024 |
180,487
shares
|
$42.8 Million
6.53% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
179,905
shares
|
$42.7 Million
2.73% of portfolio
|
Q3 2024
Reduced 7.91%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
179,865
shares
|
$42.7 Million
2.66% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
179,826
shares
|
$42.7 Million
2.87% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
179,658
shares
|
$42.6 Million
3.17% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
179,572
shares
|
$42.6 Million
2.7% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
179,478
shares
|
$42.6 Million
11.7% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
179,334
shares
|
$42.6 Million
5.19% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
179,244
shares
|
$42.5 Million
5.29% of portfolio
|
Q2 2023
Added 5.9%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
178,930
shares
|
$42.5 Million
1.95% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Nov 12, 2024 Q3 2024 |
178,919
shares
|
$42.5 Million
22.27% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
178,382
shares
|
$42.3 Million
4.52% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Buckingham Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
177,896
shares
|
$42.2 Million
4.8% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
177,892
shares
|
$42.2 Million
6.25% of portfolio
|
Q2 2022
Added 0.46%
|
|
|
Wp Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
177,794
shares
|
$42.2 Million
15.15% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
177,284
shares
|
$42.1 Million
5.77% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
177,111
shares
|
$42 Million
5.57% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
176,801
shares
|
$42 Million
1.73% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Barr E S & CO
Lexington, KY |
Nov 14, 2024 Q3 2024 |
176,729
shares
|
$41.9 Million
2.63% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
176,620
shares
|
$41.9 Million
3.69% of portfolio
|
Q4 2023
Reduced 52.9%
|