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 |
|---|---|---|---|---|---|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
176,331
shares
|
$41.4 Million
6.84% of portfolio
|
Q3 2024
Reduced 19.04%
|
|
|
Cercano Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
176,043
shares
|
$41.4 Million
1.02% of portfolio
|
Q3 2024
Reduced 57.56%
|
|
|
Ddd Partners, LLC
|
Nov 12, 2024 Q3 2024 |
176,006
shares
|
$41.3 Million
4.47% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
175,576
shares
|
$41.2 Million
1.88% of portfolio
|
Q4 2022
Reduced 0.72%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
175,228
shares
|
$41.2 Million
2.29% of portfolio
|
Q3 2024
Reduced 5.33%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
174,987
shares
|
$41.1 Million
9.07% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
174,909
shares
|
$41.1 Million
3.5% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
174,698
shares
|
$41 Million
2.9% of portfolio
|
Q3 2024
Added 36.02%
|
|
|
Campbell Capital Management Inc
|
Oct 29, 2024 Q3 2024 |
174,474
shares
|
$41 Million
16.31% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
174,405
shares
|
$41 Million
8.56% of portfolio
|
Q3 2024
Reduced 11.7%
|
|
|
Callahan Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
174,243
shares
|
$40.9 Million
4.12% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
174,072
shares
|
$40.9 Million
10.39% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Oct 31, 2024 Q3 2024 |
173,990
shares
|
$40.9 Million
1.1% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Ardevora Asset Management LLP
|
Feb 01, 2024 Q4 2023 |
173,372
shares
|
$40.7 Million
2.97% of portfolio
|
Q4 2023
Reduced 52.96%
|
|
|
Main Street Investment Advisors LLC
|
Nov 12, 2024 Q3 2024 |
173,325
shares
|
$40.7 Million
5.53% of portfolio
|
Q3 2024
Reduced 12.42%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
173,323
shares
|
$40.7 Million
6.03% of portfolio
|
Q3 2024
Added 6.31%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
173,240
shares
|
$40.7 Million
1.45% of portfolio
|
Q3 2024
Reduced 8.26%
|
|
|
Manitou Investment Management Ltd.
Toronto, A6 |
Oct 28, 2024 Q3 2024 |
173,187
shares
|
$40.7 Million
7.98% of portfolio
|
Q3 2024
Reduced 9.82%
|
|
|
Jlb & Associates Inc
|
Oct 02, 2024 Q3 2024 |
172,682
shares
|
$40.6 Million
5.55% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Woodstock Corp
|
Oct 11, 2024 Q3 2024 |
172,459
shares
|
$40.5 Million
3.91% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 15, 2024 Q3 2024 |
172,402
shares
|
$40.5 Million
16.73% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
171,895
shares
|
$40.4 Million
6.99% of portfolio
|
Q3 2024
Added 22.53%
|
|
|
Vantage Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
171,865
shares
|
$40.4 Million
3.36% of portfolio
|
Q3 2024
Reduced 21.44%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
171,820
shares
|
$40.4 Million
10.18% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
Nov 14, 2024 Q3 2024 |
171,782
shares
|
$40.4 Million
7.67% of portfolio
|
Q3 2024
Reduced 1.01%
|