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 |
|---|---|---|---|---|---|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
97,771
shares
|
$23 Million
2.74% of portfolio
|
Q3 2024
Added 16.25%
|
|
|
Harbor Island Capital LLC
|
Oct 17, 2024 Q3 2024 |
97,688
shares
|
$22.9 Million
10.76% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
97,602
shares
|
$22.9 Million
13.06% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Northstar Asset Management Inc
Boston, MA |
Oct 30, 2024 Q3 2024 |
97,493
shares
|
$22.9 Million
5.99% of portfolio
|
Q3 2024
Reduced 4.5%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
97,480
shares
|
$22.9 Million
3.12% of portfolio
|
Q3 2024
Reduced 18.7%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Oct 08, 2024 Q3 2024 |
97,372
shares
|
$22.9 Million
3.34% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
97,312
shares
|
$22.9 Million
3.07% of portfolio
|
Q2 2023
Added 1.63%
|
|
|
Perkins Coie Trust CO
|
Oct 08, 2024 Q3 2024 |
97,265
shares
|
$22.9 Million
5.2% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Villere St Denis J & CO LLC
|
Nov 01, 2024 Q3 2024 |
97,247
shares
|
$22.8 Million
1.96% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
97,173
shares
|
$22.8 Million
3.09% of portfolio
|
Q3 2024
Added 8.98%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
96,926
shares
|
$22.8 Million
5.03% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
96,701
shares
|
$22.7 Million
8.39% of portfolio
|
Q2 2024
Added 0.3%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
96,685
shares
|
$22.7 Million
3.55% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
96,611
shares
|
$22.7 Million
12.28% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
96,589
shares
|
$22.7 Million
4.4% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
96,465
shares
|
$22.7 Million
6.04% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
96,377
shares
|
$22.6 Million
2.42% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
96,369
shares
|
$22.6 Million
4.19% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Lathrop Investment Management Corp
|
Nov 12, 2024 Q3 2024 |
96,301
shares
|
$22.6 Million
4.17% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Center Book Partners LP
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
96,271
shares
|
$22.6 Million
1.45% of portfolio
|
Q3 2024
Added 69.83%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
96,271
shares
|
$22.6 Million
8.34% of portfolio
|
Q3 2024
New holding
|
|
|
Hfr Wealth Management, LLC
Niskayuna, NY |
Nov 12, 2024 Q3 2024 |
96,252
shares
|
$22.6 Million
5.46% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
96,014
shares
|
$22.6 Million
12.31% of portfolio
|
Q3 2024
New holding
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
95,690
shares
|
$22.5 Million
2.64% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 18, 2024 Q3 2024 |
95,685
shares
|
$22.5 Million
1.46% of portfolio
|
Q3 2024
Reduced 1.16%
|