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 |
|---|---|---|---|---|---|
|
Saybrook Capital
|
Oct 25, 2024 Q3 2024 |
166,747
shares
|
$39.2 Million
11.22% of portfolio
|
Q3 2024
Reduced 8.3%
|
|
|
1 St Source Bank
|
Aug 08, 2024 Q2 2024 |
166,689
shares
|
$39.2 Million
2.06% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 15, 2024 Q3 2024 |
166,023
shares
|
$39 Million
6.23% of portfolio
|
Q3 2024
Added 8.56%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Oct 18, 2024 Q3 2024 |
165,771
shares
|
$38.9 Million
0.77% of portfolio
|
Q3 2024
Added 25.64%
|
|
|
Schnieders Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
165,466
shares
|
$38.9 Million
7.43% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
165,382
shares
|
$38.9 Million
1.21% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Pennsylvania Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
165,158
shares
|
$38.8 Million
14.03% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
165,055
shares
|
$38.8 Million
3.72% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
165,009
shares
|
$38.8 Million
4.45% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Trust CO Of Virginia
|
Oct 24, 2024 Q3 2024 |
164,874
shares
|
$38.7 Million
3.47% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Oct 25, 2024 Q3 2024 |
164,452
shares
|
$38.6 Million
10.46% of portfolio
|
Q3 2024
Added 6.14%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 24, 2024 Q3 2024 |
164,235
shares
|
$38.6 Million
5.93% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Waters Parkerson & Co., LLC
|
Nov 12, 2024 Q3 2024 |
163,815
shares
|
$38.5 Million
1.94% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Buckley Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
163,769
shares
|
$38.5 Million
11.95% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 13, 2024 Q3 2024 |
163,662
shares
|
$38.4 Million
9.13% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
163,641
shares
|
$38.4 Million
3.37% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Nadler Financial Group, Inc.
|
Oct 28, 2024 Q3 2024 |
163,512
shares
|
$38.4 Million
4.2% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
First Long Island Investors, LLC
|
Nov 06, 2024 Q3 2024 |
163,068
shares
|
$38.3 Million
3.03% of portfolio
|
Q3 2024
Added 91.5%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
162,991
shares
|
$38.3 Million
1.07% of portfolio
|
Q3 2024
Reduced 13.03%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
162,551
shares
|
$38.2 Million
4.56% of portfolio
|
Q4 2022
Added 9.92%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
162,495
shares
|
$38.2 Million
8.8% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
162,494
shares
|
$38.2 Million
3.71% of portfolio
|
Q3 2024
Reduced 6.29%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Oct 25, 2024 Q3 2024 |
162,324
shares
|
$38.1 Million
4.13% of portfolio
|
Q3 2024
Reduced 7.2%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
162,112
shares
|
$38.1 Million
8.48% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Capital International LTD
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
161,729
shares
|
$38 Million
1.69% of portfolio
|
Q3 2024
Reduced 0.21%
|