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 |
|---|---|---|---|---|---|
|
Slow Capital, Inc.
|
Oct 18, 2024 Q3 2024 |
91,353
shares
|
$21.5 Million
3.3% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
91,338
shares
|
$21.5 Million
4.78% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Nov 13, 2024 Q3 2024 |
91,280
shares
|
$21.4 Million
2.05% of portfolio
|
Q3 2024
Reduced 10.19%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Oct 23, 2024 Q3 2024 |
91,274
shares
|
$21.4 Million
7.6% of portfolio
|
Q3 2024
Reduced 22.63%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Oct 09, 2024 Q3 2024 |
91,256
shares
|
$21.4 Million
16.17% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
91,236
shares
|
$21.4 Million
2.2% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
91,229
shares
|
$21.4 Million
2.68% of portfolio
|
Q3 2024
Reduced 12.91%
|
|
|
Westhampton Capital, LLC
|
Oct 21, 2024 Q3 2024 |
91,186
shares
|
$21.4 Million
10.85% of portfolio
|
Q3 2024
Reduced 6.81%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
91,074
shares
|
$21.4 Million
2.25% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Westbourne Investment Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
91,024
shares
|
$21.4 Million
7.41% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
Oct 16, 2024 Q3 2024 |
90,945
shares
|
$21.4 Million
6.46% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Taylor Wealth Management Partners
Boston, MA |
Aug 12, 2022 Q2 2022 |
90,852
shares
|
$21.3 Million
7.06% of portfolio
|
Q2 2022
Reduced 7.34%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
90,845
shares
|
$21.3 Million
5.03% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Nov 14, 2024 Q3 2024 |
90,722
shares
|
$21.3 Million
2.59% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
90,696
shares
|
$21.3 Million
3.66% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Tanager Wealth Management LLP
|
Oct 22, 2024 Q3 2024 |
90,642
shares
|
$21.3 Million
2.84% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Wealth Effects LLC
|
Oct 21, 2024 Q3 2024 |
90,612
shares
|
$21.3 Million
8.29% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Hwg Holdings LP
Houston, TX |
Oct 23, 2024 Q3 2024 |
90,599
shares
|
$21.3 Million
7.46% of portfolio
|
Q3 2024
Added 31.3%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
90,530
shares
|
$21.3 Million
7.56% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Bnc Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
90,501
shares
|
$21.3 Million
7.78% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
90,365
shares
|
$21.2 Million
5.03% of portfolio
|
Q3 2024
Added 6.38%
|
|
|
Ipswich Investment Management Co., Inc.
|
Nov 06, 2024 Q3 2024 |
90,320
shares
|
$21.2 Million
5.02% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
90,316
shares
|
$21.2 Million
2.46% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
90,188
shares
|
$21.2 Million
10.74% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
90,086
shares
|
$21.2 Million
4.23% of portfolio
|
Q3 2024
Added 1.96%
|