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 |
|---|---|---|---|---|---|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
84,127
shares
|
$19.8 Million
5.01% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Nbw Capital LLC
|
Nov 04, 2024 Q3 2024 |
84,026
shares
|
$19.7 Million
3.84% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Fusion Capital, LLC
|
Nov 12, 2024 Q3 2024 |
83,957
shares
|
$19.7 Million
8.73% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
83,873
shares
|
$19.7 Million
7.06% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Overbrook Management Corp
New York, NY |
Nov 08, 2024 Q3 2024 |
83,722
shares
|
$19.7 Million
4.47% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
83,679
shares
|
$19.7 Million
3.45% of portfolio
|
Q1 2024
Reduced 3.51%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
83,640
shares
|
$19.6 Million
0.82% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Sassicaia Capital Advisers LLC
Jericho, NY |
Nov 14, 2024 Q3 2024 |
83,640
shares
|
$19.6 Million
56.55% of portfolio
|
Q3 2024
Added 1991.0%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
83,575
shares
|
$19.6 Million
0.85% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Cardinal Capital Management
|
Oct 16, 2024 Q3 2024 |
83,501
shares
|
$19.6 Million
3.08% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
83,482
shares
|
$19.6 Million
8.25% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 05, 2024 Q3 2024 |
83,347
shares
|
$19.6 Million
21.17% of portfolio
|
Q3 2024
Reduced 11.26%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
83,347
shares
|
$19.6 Million
4.49% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
New Capital Management LP
|
Oct 07, 2024 Q3 2024 |
83,267
shares
|
$19.6 Million
5.97% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Founders Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
83,230
shares
|
$19.6 Million
3.4% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
83,208
shares
|
$19.5 Million
4.87% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Sea Bridge Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
83,050
shares
|
$19.5 Million
4.84% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
83,027
shares
|
$19.5 Million
5.28% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Janney Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
82,913
shares
|
$19.5 Million
1.3% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Allied Investment Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
82,730
shares
|
$19.4 Million
3.82% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Nov 15, 2024 Q3 2024 |
82,675
shares
|
$19.4 Million
12.81% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Bremer Bank National Association
|
Oct 17, 2024 Q3 2024 |
82,662
shares
|
$19.4 Million
3.66% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Greystone Financial Group, LLC
|
Oct 22, 2024 Q3 2024 |
82,647
shares
|
$19.4 Million
3.46% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
82,324
shares
|
$19.3 Million
5.07% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
82,293
shares
|
$19.3 Million
2.71% of portfolio
|
Q3 2024
Added 0.54%
|