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 |
|---|---|---|---|---|---|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
80,637
shares
|
$18.9 Million
4.26% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Nov 08, 2024 Q3 2024 |
80,569
shares
|
$18.9 Million
5.79% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Ironvine Capital Partners, LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
80,467
shares
|
$18.9 Million
2.17% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
80,458
shares
|
$18.9 Million
5.7% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Live Oak Private Wealth LLC
|
Oct 22, 2024 Q3 2024 |
80,444
shares
|
$18.9 Million
3.16% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
80,434
shares
|
$18.9 Million
3.08% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
80,380
shares
|
$18.9 Million
2.61% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
80,358
shares
|
$18.9 Million
2.0% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Alpine Woods Capital Investors, LLC
|
Nov 12, 2024 Q3 2024 |
80,259
shares
|
$18.9 Million
2.99% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Napean Trading & Investment CO (Singapore) Pte LTD
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
80,077
shares
|
$18.8 Million
4.55% of portfolio
|
Q3 2024
Added 14.61%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Oct 16, 2024 Q3 2024 |
80,036
shares
|
$18.8 Million
2.0% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Udine Wealth Management, Inc.
|
Oct 08, 2024 Q3 2024 |
79,938
shares
|
$18.8 Million
13.31% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Radnor Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
79,929
shares
|
$18.8 Million
2.77% of portfolio
|
Q3 2024
Added 9.38%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
79,887
shares
|
$18.8 Million
4.35% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Cap Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
79,789
shares
|
$18.7 Million
2.06% of portfolio
|
Q3 2024
Reduced 10.69%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Nov 08, 2024 Q3 2024 |
79,625
shares
|
$18.7 Million
6.22% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Neumann Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
79,557
shares
|
$18.7 Million
6.19% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Nov 08, 2024 Q3 2024 |
79,538
shares
|
$18.7 Million
5.17% of portfolio
|
Q3 2024
Reduced 7.09%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
79,514
shares
|
$18.7 Million
2.06% of portfolio
|
Q3 2024
Added 23.51%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
79,431
shares
|
$18.7 Million
2.99% of portfolio
|
Q3 2022
Added 12.19%
|
|
|
Aragon Global Management, LP
Miami, FL |
Nov 14, 2024 Q3 2024 |
79,403
shares
|
$18.7 Million
7.75% of portfolio
|
Q4 2023
New holding
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
79,396
shares
|
$18.7 Million
2.82% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
|
Klcm Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
79,211
shares
|
$18.6 Million
2.25% of portfolio
|
Q3 2024
Added 12.36%
|
|
|
Hamel Associates, Inc.
|
Nov 05, 2024 Q3 2024 |
79,210
shares
|
$18.6 Million
5.7% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
79,186
shares
|
$18.6 Million
4.64% of portfolio
|
Q3 2024
Reduced 1.09%
|