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 |
|---|---|---|---|---|---|
|
Sanders Morris Harris LLC
|
Oct 08, 2024 Q3 2024 |
117,715
shares
|
$27.7 Million
4.69% of portfolio
|
Q3 2024
Reduced 8.74%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
117,681
shares
|
$27.6 Million
3.2% of portfolio
|
Q3 2022
Added 3.11%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 30, 2024 Q3 2024 |
117,676
shares
|
$27.6 Million
3.2% of portfolio
|
Q3 2024
Reduced 10.45%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
117,384
shares
|
$27.6 Million
2.57% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Broderick Brian C
|
Nov 06, 2024 Q3 2024 |
117,271
shares
|
$27.6 Million
5.81% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Oct 10, 2024 Q3 2024 |
117,113
shares
|
$27.5 Million
18.66% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Scott & Selber, Inc.
|
Nov 01, 2024 Q3 2024 |
117,071
shares
|
$27.5 Million
8.47% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Fcf Advisors LLC
|
Oct 08, 2024 Q3 2024 |
117,003
shares
|
$27.5 Million
6.46% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
116,833
shares
|
$27.4 Million
4.14% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
116,813
shares
|
$27.4 Million
4.75% of portfolio
|
Q3 2024
Added 9.98%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
116,796
shares
|
$27.4 Million
5.7% of portfolio
|
Q1 2023
Added 94.9%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
116,746
shares
|
$27.4 Million
2.14% of portfolio
|
Q3 2024
Added 4.01%
|
|
|
Grand Jean Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
116,591
shares
|
$27.4 Million
6.13% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Marietta Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
116,518
shares
|
$27.4 Million
4.07% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
116,344
shares
|
$27.3 Million
5.31% of portfolio
|
Q3 2024
Added 107.02%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
116,344
shares
|
$27.3 Million
4.71% of portfolio
|
Q1 2024
New holding
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Nov 04, 2024 Q3 2024 |
116,200
shares
|
$27.3 Million
8.15% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
115,577
shares
|
$27.2 Million
0.77% of portfolio
|
Q1 2024
Added 5746.08%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
115,493
shares
|
$27.1 Million
2.91% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
115,423
shares
|
$27.1 Million
1.21% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Decatur Capital Management, Inc.
Decatur, GA |
Nov 26, 2024 Q3 2024 |
115,203
shares
|
$27.1 Million
12.38% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
115,016
shares
|
$27 Million
5.42% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Mc Guire Investment Group, LLC
|
Oct 10, 2024 Q3 2024 |
114,915
shares
|
$27 Million
3.8% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
114,839
shares
|
$27 Million
4.84% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
114,470
shares
|
$26.9 Million
0.98% of portfolio
|
Q3 2024
Reduced 3.16%
|