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 |
|---|---|---|---|---|---|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
82,257
shares
|
$19.3 Million
3.19% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
82,229
shares
|
$19.3 Million
7.56% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Nov 06, 2024 Q3 2024 |
82,196
shares
|
$19.3 Million
6.62% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
82,078
shares
|
$19.3 Million
3.53% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Oct 07, 2024 Q3 2024 |
82,056
shares
|
$19.3 Million
3.28% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
81,959
shares
|
$19.3 Million
1.15% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
81,928
shares
|
$19.2 Million
9.3% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
81,887
shares
|
$19.2 Million
3.19% of portfolio
|
Q3 2023
Reduced 2.53%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Oct 28, 2024 Q3 2024 |
81,627
shares
|
$19.2 Million
1.4% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2024 Q3 2024 |
81,523
shares
|
$19.2 Million
5.29% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
81,447
shares
|
$19.1 Million
6.4% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
81,416
shares
|
$19.1 Million
1.17% of portfolio
|
Q3 2023
Reduced 28.68%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
81,314
shares
|
$19.1 Million
1.21% of portfolio
|
Q3 2024
Reduced 9.57%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 07, 2024 Q3 2024 |
81,267
shares
|
$19.1 Million
10.27% of portfolio
|
Q3 2024
Added 5.18%
|
|
|
Leisure Capital Management
|
Oct 15, 2024 Q3 2024 |
81,242
shares
|
$19.1 Million
8.1% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
81,233
shares
|
$19.1 Million
1.41% of portfolio
|
Q3 2024
Added 4.83%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Nov 04, 2024 Q3 2024 |
81,169
shares
|
$19.1 Million
4.73% of portfolio
|
Q1 2024
Reduced 47.18%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
81,105
shares
|
$19.1 Million
1.77% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
81,046
shares
|
$19 Million
3.34% of portfolio
|
Q1 2024
Added 446.98%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
80,969
shares
|
$19 Million
0.87% of portfolio
|
Q3 2022
Reduced 4.05%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
80,909
shares
|
$19 Million
2.46% of portfolio
|
Q4 2022
Reduced 0.71%
|
|
|
Ss&H Financial Advisors, Inc.
|
Oct 09, 2024 Q3 2024 |
80,886
shares
|
$19 Million
6.87% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Nov 05, 2024 Q3 2024 |
80,871
shares
|
$19 Million
1.95% of portfolio
|
Q3 2024
Added 33.64%
|
|
|
Hodges Capital Management Inc.
|
Nov 15, 2024 Q3 2024 |
80,713
shares
|
$19 Million
1.26% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
80,657
shares
|
$18.9 Million
0.84% of portfolio
|
Q3 2024
Reduced 38.31%
|