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 |
|---|---|---|---|---|---|
|
J. W. Coons Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
122,250
shares
|
$28.7 Million
5.34% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
122,232
shares
|
$28.7 Million
2.14% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Dundas Partners LLP
Edinburgh, X0 |
Nov 14, 2024 Q3 2024 |
122,222
shares
|
$28.7 Million
2.06% of portfolio
|
Q2 2024
Reduced 14.81%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Nov 13, 2024 Q3 2024 |
121,660
shares
|
$28.6 Million
7.25% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
121,603
shares
|
$28.6 Million
3.5% of portfolio
|
Q3 2024
Reduced 24.0%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
121,519
shares
|
$28.5 Million
3.43% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
121,460
shares
|
$28.5 Million
8.21% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
121,443
shares
|
$28.5 Million
2.91% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Nov 14, 2024 Q3 2024 |
121,216
shares
|
$28.5 Million
4.02% of portfolio
|
Q3 2024
Added 1959.4%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
121,131
shares
|
$28.5 Million
1.94% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 14, 2024 Q3 2024 |
121,066
shares
|
$28.4 Million
4.03% of portfolio
|
Q3 2024
Added 59.61%
|
|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
Nov 21, 2024 Q3 2024 |
121,033
shares
|
$28.4 Million
4.97% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
120,972
shares
|
$28.4 Million
5.43% of portfolio
|
Q3 2024
Reduced 4.99%
|
|
|
Vontobel Asset Management Inc
New York, NY |
May 15, 2024 Q1 2024 |
120,938
shares
|
$28.4 Million
0.13% of portfolio
|
Q1 2024
Reduced 25.6%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
120,926
shares
|
$28.4 Million
2.44% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Red Door Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
120,849
shares
|
$28.4 Million
4.92% of portfolio
|
Q3 2024
Added 6.85%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
120,600
shares
|
$28.3 Million
13.85% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
120,525
shares
|
$28.3 Million
2.8% of portfolio
|
Q1 2024
New holding
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 14, 2024 Q3 2024 |
120,315
shares
|
$28.3 Million
0.31% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
120,311
shares
|
$28.3 Million
2.24% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Conning Inc.
|
Oct 29, 2024 Q3 2024 |
120,282
shares
|
$28.3 Million
0.97% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
120,185
shares
|
$28.2 Million
3.84% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
120,115
shares
|
$28.2 Million
2.52% of portfolio
|
Q3 2024
Reduced 9.53%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
120,027
shares
|
$28.2 Million
0.58% of portfolio
|
Q2 2024
New holding
|
|
|
Bsn Capital Partners LTD
|
Oct 09, 2024 Q3 2024 |
120,000
shares
|
$28.2 Million
5.34% of portfolio
|
Q3 2024
Reduced 95.34%
|