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 |
|---|---|---|---|---|---|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
90,003
shares
|
$21.1 Million
4.35% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
89,712
shares
|
$21.1 Million
8.17% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
89,688
shares
|
$21.1 Million
9.19% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
89,615
shares
|
$21.1 Million
2.27% of portfolio
|
Q3 2024
Added 12.39%
|
|
|
Inlet Private Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
89,587
shares
|
$21 Million
5.53% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
89,496
shares
|
$21 Million
1.47% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
89,388
shares
|
$21 Million
1.31% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
89,338
shares
|
$21 Million
3.31% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
89,008
shares
|
$20.9 Million
2.14% of portfolio
|
Q3 2024
Reduced 16.31%
|
|
|
Rheos Capital Works Inc.
|
Oct 16, 2024 Q3 2024 |
89,000
shares
|
$20.9 Million
1.08% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 29, 2024 Q3 2024 |
88,608
shares
|
$20.8 Million
4.74% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
88,531
shares
|
$20.8 Million
1.47% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Puzo Michael J
|
Nov 12, 2024 Q3 2024 |
88,350
shares
|
$20.8 Million
5.49% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Aimz Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
88,232
shares
|
$20.7 Million
7.1% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
88,182
shares
|
$20.7 Million
2.9% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 04, 2024 Q3 2024 |
88,176
shares
|
$20.7 Million
4.16% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 15, 2024 Q3 2024 |
88,137
shares
|
$20.7 Million
5.23% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Carroll Investors, Inc
|
Nov 14, 2024 Q3 2024 |
87,623
shares
|
$20.6 Million
13.39% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
87,547
shares
|
$20.6 Million
5.15% of portfolio
|
Q3 2024
New holding
|
|
|
Unisphere Establishment
Vaduz, N2 |
Nov 14, 2024 Q3 2024 |
87,500
shares
|
$20.6 Million
0.2% of portfolio
|
Q3 2024
Reduced 7.16%
|
|
|
Wright Investors Service Inc
|
Oct 04, 2024 Q3 2024 |
87,347
shares
|
$20.5 Million
5.39% of portfolio
|
Q3 2024
Added 7.17%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
87,322
shares
|
$20.5 Million
1.71% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Berkshire Bank
|
Oct 18, 2024 Q3 2024 |
87,220
shares
|
$20.5 Million
4.78% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Eulav Asset Management
|
Nov 08, 2024 Q3 2024 |
87,056
shares
|
$20.5 Million
0.49% of portfolio
|
Q3 2024
Added 4.82%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
87,025
shares
|
$20.4 Million
2.26% of portfolio
|
Q3 2024
Added 3.5%
|