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 |
|---|---|---|---|---|---|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 07, 2024 Q3 2024 |
100,236
shares
|
$23.5 Million
7.56% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
100,188
shares
|
$23.5 Million
6.93% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
Oct 30, 2024 Q3 2024 |
100,179
shares
|
$23.5 Million
5.72% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
100,121
shares
|
$23.5 Million
3.97% of portfolio
|
Q2 2022
Reduced 16.49%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
100,115
shares
|
$23.5 Million
6.14% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Benedict Financial Advisors Inc
|
Oct 24, 2024 Q3 2024 |
100,108
shares
|
$23.5 Million
5.53% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 12, 2024 Q3 2024 |
99,950
shares
|
$23.5 Million
3.64% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
99,898
shares
|
$23.5 Million
3.26% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Jeppson Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
99,881
shares
|
$23.5 Million
8.34% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
99,834
shares
|
$23.5 Million
3.31% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
99,772
shares
|
$23.4 Million
5.2% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
99,735
shares
|
$23.4 Million
6.83% of portfolio
|
Q2 2022
Reduced 2.48%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
99,657
shares
|
$23.4 Million
4.19% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
99,602
shares
|
$23.4 Million
2.11% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
99,528
shares
|
$23.4 Million
4.64% of portfolio
|
Q2 2023
Added 29.29%
|
|
|
Weil Company, Inc.
|
Nov 04, 2024 Q3 2024 |
99,245
shares
|
$23.3 Million
8.13% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
99,183
shares
|
$23.3 Million
11.53% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
99,163
shares
|
$23.3 Million
4.24% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Guyasuta Investment Advisors Inc
|
Nov 13, 2024 Q3 2024 |
98,812
shares
|
$23.2 Million
1.52% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Peterson Wealth Services
|
Nov 06, 2024 Q3 2024 |
98,794
shares
|
$23.2 Million
7.36% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Guardian Investment Management
|
Oct 10, 2024 Q3 2024 |
98,729
shares
|
$23.2 Million
18.45% of portfolio
|
Q3 2024
Added 7.22%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 21, 2024 Q3 2024 |
98,586
shares
|
$23.2 Million
2.65% of portfolio
|
Q3 2024
Added 10.42%
|
|
|
Nelson Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
98,209
shares
|
$23.1 Million
3.89% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
98,114
shares
|
$23 Million
4.55% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
97,900
shares
|
$23 Million
1.67% of portfolio
|
Q2 2024
Added 8.66%
|