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 |
|---|---|---|---|---|---|
|
Oakmont Corp
|
Nov 14, 2024 Q3 2024 |
171,705
shares
|
$40.3 Million
7.76% of portfolio
|
Q3 2024
Reduced 41.23%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 18, 2024 Q3 2024 |
171,691
shares
|
$40.3 Million
14.63% of portfolio
|
Q3 2024
Added 136.14%
|
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
171,682
shares
|
$40.3 Million
7.26% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
171,474
shares
|
$40.3 Million
5.69% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
171,186
shares
|
$40.2 Million
3.39% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Draper Asset Management, LLC
Smithtown, NY |
Nov 12, 2024 Q3 2024 |
170,976
shares
|
$40.2 Million
23.61% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 15, 2024 Q3 2024 |
170,552
shares
|
$40.1 Million
6.15% of portfolio
|
Q3 2024
Added 43.44%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
170,327
shares
|
$40 Million
0.92% of portfolio
|
Q3 2024
Added 77.39%
|
|
|
Mengis Capital Management, Inc.
|
Nov 05, 2024 Q3 2024 |
170,006
shares
|
$39.9 Million
7.96% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
169,875
shares
|
$39.9 Million
12.99% of portfolio
|
Q3 2023
Reduced 3.45%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
169,679
shares
|
$39.9 Million
1.63% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
Nov 01, 2024 Q3 2024 |
169,657
shares
|
$39.9 Million
11.45% of portfolio
|
Q3 2024
Added 110.15%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
169,425
shares
|
$39.8 Million
18.04% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Miller Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
169,140
shares
|
$39.7 Million
21.61% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Mitchell Capital Management CO
|
Nov 12, 2024 Q3 2024 |
169,079
shares
|
$39.7 Million
7.17% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
169,060
shares
|
$39.7 Million
0.98% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
168,984
shares
|
$39.7 Million
1.83% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
168,817
shares
|
$39.7 Million
5.17% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Knuff & CO LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
168,077
shares
|
$39.5 Million
12.12% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2024 Q3 2024 |
168,038
shares
|
$39.5 Million
6.67% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Sage Capital Advisors,Llc
|
Oct 08, 2024 Q3 2024 |
167,854
shares
|
$39.4 Million
10.46% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Oct 07, 2024 Q3 2024 |
167,486
shares
|
$39.3 Million
4.38% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Rokos Capital Management LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
167,433
shares
|
$39.3 Million
0.65% of portfolio
|
Q3 2024
New holding
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
167,042
shares
|
$39.2 Million
4.54% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Trust Asset Management LLC
Houston, TX |
Nov 13, 2024 Q3 2024 |
166,876
shares
|
$39.2 Million
3.11% of portfolio
|
Q3 2024
Reduced 1.56%
|