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 |
|---|---|---|---|---|---|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
149,028
shares
|
$35 Million
7.53% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Oct 17, 2024 Q3 2024 |
149,027
shares
|
$35 Million
9.8% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
148,973
shares
|
$35 Million
3.51% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
148,927
shares
|
$35 Million
1.89% of portfolio
|
Q4 2023
Reduced 4.26%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
148,644
shares
|
$34.9 Million
4.6% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Diamant Asset Management, Inc.
|
Nov 20, 2024 Q3 2024 |
148,481
shares
|
$34.9 Million
21.83% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Harbor Advisors LLC
|
Nov 14, 2024 Q3 2024 |
148,400
shares
|
$34.9 Million
6.0% of portfolio
|
Q3 2020
Added 300.0%
|
|
|
Cypress Funds LLC
|
Nov 14, 2024 Q3 2024 |
148,297
shares
|
$34.8 Million
3.71% of portfolio
|
Q2 2024
Reduced 24.47%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 08, 2024 Q3 2024 |
148,157
shares
|
$34.8 Million
8.8% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
148,117
shares
|
$34.8 Million
9.01% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
147,941
shares
|
$34.8 Million
3.75% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
147,889
shares
|
$34.7 Million
12.12% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Nat West Group PLC
|
Oct 16, 2024 Q3 2024 |
147,832
shares
|
$34.7 Million
10.19% of portfolio
|
Q3 2024
Added 75.04%
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
147,780
shares
|
$34.7 Million
2.43% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 22, 2024 Q3 2024 |
147,748
shares
|
$34.7 Million
14.73% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
147,118
shares
|
$34.6 Million
2.22% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 30, 2024 Q3 2024 |
147,043
shares
|
$34.5 Million
4.54% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
146,471
shares
|
$34.4 Million
4.39% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
146,301
shares
|
$34.4 Million
5.53% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
146,232
shares
|
$34.4 Million
4.62% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
146,135
shares
|
$34.3 Million
8.43% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Clarity Financial LLC
|
Oct 30, 2024 Q3 2024 |
146,122
shares
|
$34.3 Million
3.95% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Zevin Asset Management LLC
|
Nov 07, 2024 Q3 2024 |
145,836
shares
|
$34.3 Million
5.26% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Nov 04, 2024 Q3 2024 |
145,560
shares
|
$34.2 Million
7.12% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
145,453
shares
|
$34.2 Million
2.1% of portfolio
|
Q3 2024
Added 0.1%
|