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 |
|---|---|---|---|---|---|
|
Empire Life Investments Inc.
|
Oct 29, 2024 Q3 2024 |
105,173
shares
|
$24.7 Million
1.53% of portfolio
|
Q3 2024
Added 16.34%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
105,163
shares
|
$24.7 Million
3.69% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Oct 17, 2024 Q3 2024 |
105,163
shares
|
$24.7 Million
5.92% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Little House Capital LLC
Braintree, MA |
Oct 21, 2024 Q3 2024 |
105,070
shares
|
$24.7 Million
7.07% of portfolio
|
Q3 2024
Added 14.19%
|
|
|
Goldstream Capital Management LTD
|
Nov 14, 2024 Q3 2024 |
104,879
shares
|
$24.6 Million
8.22% of portfolio
|
Q3 2024
Reduced 10.12%
|
|
|
Tufton Capital Management
|
Nov 08, 2024 Q3 2024 |
104,878
shares
|
$24.6 Million
4.59% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Focused Wealth Management, Inc
|
Oct 30, 2024 Q3 2024 |
104,572
shares
|
$24.6 Million
3.27% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Cyrus J. Lawrence, LLC
|
Nov 12, 2024 Q3 2024 |
104,554
shares
|
$24.6 Million
4.78% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Members Trust CO
|
Oct 15, 2024 Q3 2024 |
104,458
shares
|
$24.5 Million
0.79% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
104,448
shares
|
$24.5 Million
8.22% of portfolio
|
Q3 2024
Added 8.14%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
104,407
shares
|
$24.5 Million
4.49% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
104,222
shares
|
$24.5 Million
0.3% of portfolio
|
Q3 2022
New holding
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Nov 01, 2024 Q3 2024 |
104,157
shares
|
$24.5 Million
7.79% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
103,933
shares
|
$24.4 Million
11.96% of portfolio
|
Q3 2023
Added 31.69%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
103,801
shares
|
$24.4 Million
5.21% of portfolio
|
Q3 2024
Added 8.75%
|
|
|
Avala Global LP
New York, NY |
Nov 14, 2024 Q3 2024 |
103,790
shares
|
$24.4 Million
1.59% of portfolio
|
Q3 2024
Reduced 56.13%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Oct 09, 2024 Q3 2024 |
103,719
shares
|
$24.4 Million
5.1% of portfolio
|
Q3 2024
Added 29.45%
|
|
|
Canvas Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
103,596
shares
|
$24.3 Million
6.79% of portfolio
|
Q3 2024
Added 12.76%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
103,575
shares
|
$24.3 Million
1.93% of portfolio
|
Q3 2024
Added 13.65%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
103,409
shares
|
$24.3 Million
11.72% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Oct 30, 2024 Q3 2024 |
103,325
shares
|
$24.3 Million
2.4% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Harvey Capital Management Inc
|
Oct 29, 2024 Q3 2024 |
103,191
shares
|
$24.2 Million
6.04% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
103,154
shares
|
$24.2 Million
7.45% of portfolio
|
Q3 2024
Reduced 10.25%
|
|
|
Abner Herrman & Brock LLC
|
Oct 08, 2024 Q3 2024 |
103,074
shares
|
$24.2 Million
2.9% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Oct 11, 2024 Q3 2024 |
103,016
shares
|
$24.2 Million
6.79% of portfolio
|
Q3 2024
Reduced 1.46%
|