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 |
|---|---|---|---|---|---|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
93,381
shares
|
$21.9 Million
3.33% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
93,224
shares
|
$21.9 Million
2.63% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Walter & Keenan Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
92,894
shares
|
$21.8 Million
6.62% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Liberty Capital Management, Inc.
|
Oct 22, 2024 Q3 2024 |
92,891
shares
|
$21.8 Million
4.82% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Gds Wealth Management
|
Nov 04, 2024 Q3 2024 |
92,753
shares
|
$21.8 Million
2.11% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Titan Global Capital Management Usa LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
92,660
shares
|
$21.8 Million
3.73% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
92,625
shares
|
$21.8 Million
15.81% of portfolio
|
Q3 2022
Added 1692.63%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
92,597
shares
|
$21.8 Million
5.88% of portfolio
|
Q4 2020
Added 3.52%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
92,547
shares
|
$21.7 Million
3.84% of portfolio
|
Q3 2024
Reduced 46.15%
|
|
|
Rench Wealth Management, Inc.
Denton, TX |
Nov 14, 2024 Q3 2024 |
92,403
shares
|
$21.7 Million
7.39% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
92,352
shares
|
$21.7 Million
5.99% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Brave Asset Management Inc
|
Oct 10, 2024 Q3 2024 |
92,351
shares
|
$21.7 Million
5.24% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
92,297
shares
|
$21.7 Million
4.03% of portfolio
|
Q3 2024
Reduced 8.02%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Oct 31, 2024 Q3 2024 |
92,263
shares
|
$21.7 Million
9.98% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Riversedge Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
92,255
shares
|
$21.7 Million
5.22% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
92,252
shares
|
$21.7 Million
3.36% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Central Bank & Trust CO
|
Oct 30, 2024 Q3 2024 |
92,068
shares
|
$21.6 Million
3.03% of portfolio
|
Q3 2024
Reduced 6.41%
|
|
|
United American Securities Inc. (D
New York, NY |
Nov 13, 2024 Q3 2024 |
91,965
shares
|
$21.6 Million
5.19% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
91,951
shares
|
$21.6 Million
1.72% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
91,734
shares
|
$21.6 Million
2.01% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 08, 2024 Q3 2024 |
91,662
shares
|
$21.5 Million
14.51% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 03, 2024 Q3 2024 |
91,598
shares
|
$21.5 Million
11.9% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
91,584
shares
|
$21.5 Million
1.82% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Oct 21, 2024 Q3 2024 |
91,440
shares
|
$21.5 Million
2.34% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
91,355
shares
|
$21.5 Million
12.62% of portfolio
|
Q3 2024
Added 0.02%
|