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 |
|---|---|---|---|---|---|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
86,847
shares
|
$20.4 Million
4.75% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Pegasus Asset Management, Inc.
|
Oct 21, 2024 Q3 2024 |
86,480
shares
|
$20.3 Million
6.1% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Nov 14, 2024 Q3 2024 |
86,406
shares
|
$20.3 Million
8.69% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
86,381
shares
|
$20.3 Million
0.26% of portfolio
|
Q3 2024
Reduced 8.66%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Oct 22, 2024 Q3 2024 |
86,245
shares
|
$20.3 Million
2.58% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
86,223
shares
|
$20.3 Million
1.62% of portfolio
|
Q3 2024
Reduced 36.51%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
86,154
shares
|
$20.2 Million
3.48% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Oct 24, 2024 Q3 2024 |
85,984
shares
|
$20.2 Million
4.33% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 24, 2024 Q3 2024 |
85,552
shares
|
$20.1 Million
2.57% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
Nov 04, 2024 Q3 2024 |
85,329
shares
|
$20 Million
1.7% of portfolio
|
Q3 2024
Reduced 25.41%
|
|
|
Stf Management LP
Frisco, TX |
Nov 12, 2024 Q3 2024 |
85,324
shares
|
$20 Million
9.05% of portfolio
|
Q3 2024
Reduced 9.83%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
85,296
shares
|
$20 Million
2.37% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
85,155
shares
|
$20 Million
4.0% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Nov 13, 2024 Q3 2024 |
84,969
shares
|
$20 Million
5.28% of portfolio
|
Q3 2024
Added 9.64%
|
|
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
Nov 13, 2024 Q3 2024 |
84,950
shares
|
$20 Million
2.11% of portfolio
|
Q3 2024
Reduced 45.65%
|
|
|
Renaissance Investment Group LLC
|
Oct 10, 2024 Q3 2024 |
84,718
shares
|
$19.9 Million
4.32% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Grandview Asset Management LLC
|
Oct 04, 2024 Q3 2024 |
84,711
shares
|
$19.9 Million
11.31% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
84,680
shares
|
$19.9 Million
5.93% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
84,639
shares
|
$19.9 Million
1.64% of portfolio
|
Q3 2024
Reduced 5.59%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
84,619
shares
|
$19.9 Million
1.75% of portfolio
|
Q3 2023
Reduced 1.28%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Nov 12, 2024 Q3 2024 |
84,547
shares
|
$19.9 Million
0.76% of portfolio
|
Q3 2024
Added 12.97%
|
|
|
Montchanin Asset Management, LLC
Montchanin, DE |
Nov 15, 2024 Q3 2024 |
84,407
shares
|
$19.8 Million
18.12% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
84,372
shares
|
$19.8 Million
2.55% of portfolio
|
Q3 2024
Added 47.69%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
84,328
shares
|
$19.8 Million
1.93% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Cim, LLC
|
Sep 06, 2024 Q2 2024 |
84,247
shares
|
$19.8 Million
2.62% of portfolio
|
Q2 2024
Reduced 0.04%
|