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 |
|---|---|---|---|---|---|
|
Wood Trust Financial Corp
|
Oct 31, 2024 Q3 2024 |
95,648
shares
|
$22.5 Million
3.21% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
95,493
shares
|
$22.4 Million
3.88% of portfolio
|
Q3 2024
Added 5.51%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
95,187
shares
|
$22.4 Million
7.91% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
95,106
shares
|
$22.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 10.93%
|
|
|
Osher Van De Voorde Investment Management
|
Oct 08, 2024 Q3 2024 |
95,093
shares
|
$22.3 Million
4.81% of portfolio
|
Q3 2024
Reduced 7.13%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
94,951
shares
|
$22.3 Million
1.71% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Oct 16, 2024 Q3 2024 |
94,857
shares
|
$22.3 Million
12.88% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
94,828
shares
|
$22.3 Million
3.73% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
94,815
shares
|
$22.3 Million
4.97% of portfolio
|
Q3 2024
Added 13.1%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
94,774
shares
|
$22.3 Million
5.21% of portfolio
|
Q3 2024
Reduced 5.1%
|
|
|
Grandfield & Dodd, LLC
|
Nov 08, 2024 Q3 2024 |
94,557
shares
|
$22.2 Million
1.4% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
94,401
shares
|
$22.2 Million
3.44% of portfolio
|
Q3 2024
Added 8.34%
|
|
|
Roberts Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
94,309
shares
|
$22.2 Million
7.51% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Oak Harvest Investment Services
|
Oct 25, 2024 Q3 2024 |
94,206
shares
|
$22.1 Million
3.16% of portfolio
|
Q3 2024
Reduced 33.37%
|
|
|
Arlington Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
94,161
shares
|
$22.1 Million
5.57% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Act Two Investors LLC
Santa Cruz, CA |
Nov 12, 2024 Q3 2024 |
94,125
shares
|
$22.1 Million
4.2% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Adams Asset Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
94,026
shares
|
$22.1 Million
3.4% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
Oct 07, 2024 Q3 2024 |
93,883
shares
|
$22.1 Million
8.68% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
93,813
shares
|
$22 Million
2.43% of portfolio
|
Q3 2024
Reduced 8.11%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
93,673
shares
|
$22 Million
4.75% of portfolio
|
Q3 2024
Reduced 31.68%
|
|
|
Capital City Trust CO
|
Nov 07, 2024 Q3 2024 |
93,669
shares
|
$22 Million
5.49% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Bill Few Associates, Inc.
|
Oct 15, 2024 Q3 2024 |
93,643
shares
|
$22 Million
7.83% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
93,467
shares
|
$22 Million
5.43% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
93,437
shares
|
$22 Million
7.26% of portfolio
|
Q3 2024
Added 7.31%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Oct 09, 2024 Q3 2024 |
93,402
shares
|
$21.9 Million
9.98% of portfolio
|
Q3 2024
Reduced 7.92%
|