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 |
|---|---|---|---|---|---|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
114,375
shares
|
$26.9 Million
6.3% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 08, 2024 Q3 2024 |
114,336
shares
|
$26.9 Million
5.19% of portfolio
|
Q3 2024
Added 5.38%
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
114,250
shares
|
$26.8 Million
8.77% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Farmers Trust CO
|
Oct 03, 2024 Q3 2024 |
114,211
shares
|
$26.8 Million
5.08% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
113,938
shares
|
$26.8 Million
2.8% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Gfg Capital, LLC
|
Oct 21, 2024 Q3 2024 |
113,887
shares
|
$26.8 Million
6.95% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 13, 2024 Q3 2024 |
113,820
shares
|
$26.7 Million
6.1% of portfolio
|
Q3 2024
Added 6.01%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
113,574
shares
|
$26.7 Million
0.95% of portfolio
|
Q3 2024
Added 12.48%
|
|
|
Sierra Capital LLC
|
Oct 21, 2024 Q3 2024 |
113,444
shares
|
$26.7 Million
3.15% of portfolio
|
Q3 2024
Added 70.61%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
113,272
shares
|
$26.6 Million
0.59% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Nov 15, 2024 Q3 2024 |
113,209
shares
|
$26.6 Million
13.11% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Bellecapital International Ltd.
|
Oct 21, 2024 Q3 2024 |
113,175
shares
|
$26.6 Million
5.44% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Oct 15, 2024 Q3 2024 |
113,124
shares
|
$26.6 Million
7.91% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
113,026
shares
|
$26.6 Million
5.51% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Copeland Capital Management, LLC
|
Oct 21, 2024 Q3 2024 |
112,983
shares
|
$26.5 Million
0.47% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Oak Associates LTD
Akron, OH |
Nov 12, 2024 Q3 2024 |
112,894
shares
|
$26.5 Million
1.77% of portfolio
|
Q4 2023
Reduced 0.32%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Aug 19, 2024 Q2 2024 |
112,746
shares
|
$26.5 Million
1.65% of portfolio
|
Q2 2024
Reduced 2.1%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
112,736
shares
|
$26.5 Million
10.21% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Ttp Investments, Inc.
|
Oct 15, 2024 Q3 2024 |
112,677
shares
|
$26.5 Million
10.49% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
112,624
shares
|
$26.5 Million
10.9% of portfolio
|
Q1 2023
Reduced 1.15%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
112,607
shares
|
$26.5 Million
7.42% of portfolio
|
Q3 2023
Reduced 0.46%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
112,526
shares
|
$26.4 Million
2.38% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
112,197
shares
|
$26.4 Million
1.07% of portfolio
|
Q3 2024
Reduced 8.95%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
112,113
shares
|
$26.3 Million
1.0% of portfolio
|
Q3 2023
Reduced 0.6%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
112,089
shares
|
$26.3 Million
2.25% of portfolio
|
Q3 2024
Added 3.83%
|