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 |
|---|---|---|---|---|---|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
102,859
shares
|
$24.2 Million
3.37% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
University Of Texas
|
Nov 13, 2024 Q3 2024 |
102,842
shares
|
$24.2 Million
4.06% of portfolio
|
Q3 2024
Added 45.33%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
102,819
shares
|
$24.2 Million
2.83% of portfolio
|
Q3 2024
Reduced 6.02%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
102,798
shares
|
$24.2 Million
3.62% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Laird Norton Trust Company, LLC
|
Nov 14, 2024 Q3 2024 |
102,781
shares
|
$24.1 Million
3.14% of portfolio
|
Q3 2024
Added 15.65%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
102,532
shares
|
$24.1 Million
2.41% of portfolio
|
Q3 2024
Reduced 5.59%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Oct 02, 2024 Q3 2024 |
102,489
shares
|
$24.1 Million
15.43% of portfolio
|
Q3 2024
Reduced 8.17%
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
102,466
shares
|
$24.1 Million
3.83% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
102,464
shares
|
$24.1 Million
0.49% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Absher Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
102,283
shares
|
$24 Million
3.17% of portfolio
|
Q3 2024
Reduced 10.12%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
Oct 28, 2024 Q3 2024 |
102,240
shares
|
$24 Million
6.83% of portfolio
|
Q3 2024
Reduced 9.72%
|
|
|
Covenant Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
102,222
shares
|
$24 Million
3.77% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
102,145
shares
|
$24 Million
3.06% of portfolio
|
Q3 2024
Reduced 12.04%
|
|
|
Mirador Capital Partners LP
|
Oct 04, 2024 Q3 2024 |
101,693
shares
|
$23.9 Million
4.34% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
101,538
shares
|
$23.9 Million
7.03% of portfolio
|
Q3 2023
Added 2.68%
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
101,428
shares
|
$23.8 Million
2.29% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
101,415
shares
|
$23.8 Million
7.42% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
101,307
shares
|
$23.8 Million
2.02% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
100,708
shares
|
$23.7 Million
5.75% of portfolio
|
Q2 2022
Reduced 3.48%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
100,618
shares
|
$23.6 Million
2.54% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Oct 15, 2024 Q3 2024 |
100,545
shares
|
$23.6 Million
2.67% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
100,482
shares
|
$23.6 Million
0.69% of portfolio
|
Q3 2024
Reduced 10.53%
|
|
|
True North Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
100,322
shares
|
$23.6 Million
6.17% of portfolio
|
Q3 2024
Reduced 16.34%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
100,320
shares
|
$23.6 Million
1.75% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
100,257
shares
|
$23.6 Million
5.08% of portfolio
|
Q3 2024
Added 26.25%
|