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 |
|---|---|---|---|---|---|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
112,056
shares
|
$26.3 Million
6.12% of portfolio
|
Q3 2024
Added 17.69%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Nov 01, 2024 Q3 2024 |
111,953
shares
|
$26.3 Million
2.93% of portfolio
|
Q3 2024
Reduced 5.87%
|
|
|
Plimoth Trust CO LLC
|
Oct 21, 2024 Q3 2024 |
111,896
shares
|
$26.3 Million
6.66% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
111,818
shares
|
$26.3 Million
6.54% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Atwater Malick LLC
|
Oct 10, 2024 Q3 2024 |
111,726
shares
|
$26.2 Million
8.41% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
111,723
shares
|
$26.2 Million
1.26% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Oct 15, 2024 Q3 2024 |
111,643
shares
|
$26.2 Million
14.79% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
111,634
shares
|
$26.2 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Oct 22, 2024 Q3 2024 |
111,561
shares
|
$26.2 Million
11.56% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Tenere Capital LLC
Denver, CO |
Nov 15, 2024 Q3 2024 |
111,031
shares
|
$26.1 Million
7.15% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
110,953
shares
|
$26.1 Million
4.23% of portfolio
|
Q3 2022
Reduced 2.71%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Oct 16, 2024 Q3 2024 |
110,808
shares
|
$26 Million
5.85% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
110,771
shares
|
$26 Million
8.03% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Fulcrum Capital LLC
|
Oct 22, 2024 Q3 2024 |
110,619
shares
|
$26 Million
5.71% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Willis Investment Counsel
Gainesville, GA |
Oct 11, 2024 Q3 2024 |
110,534
shares
|
$26 Million
1.72% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
110,365
shares
|
$25.9 Million
1.16% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 29, 2024 Q3 2024 |
110,023
shares
|
$25.8 Million
7.33% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Oct 18, 2024 Q3 2024 |
110,006
shares
|
$25.8 Million
7.15% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Oct 21, 2024 Q3 2024 |
109,912
shares
|
$25.8 Million
11.73% of portfolio
|
Q3 2024
Reduced 5.63%
|
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
109,894
shares
|
$25.8 Million
6.01% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
109,727
shares
|
$25.8 Million
3.24% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
109,384
shares
|
$25.7 Million
5.53% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
109,383
shares
|
$25.7 Million
2.49% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
109,364
shares
|
$25.7 Million
5.2% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
109,278
shares
|
$25.7 Million
1.74% of portfolio
|
Q3 2024
Reduced 4.47%
|