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 |
|---|---|---|---|---|---|
|
General Partner, Inc.
Pittsburgh, PA |
Oct 02, 2024 Q3 2024 |
79,158
shares
|
$18.6 Million
11.46% of portfolio
|
Q3 2024
Reduced 8.42%
|
|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
79,131
shares
|
$18.6 Million
4.73% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Nikulski Financial, Inc.
|
Oct 28, 2024 Q3 2024 |
79,106
shares
|
$18.6 Million
5.57% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
79,087
shares
|
$18.6 Million
4.87% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
79,072
shares
|
$18.6 Million
0.77% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
79,052
shares
|
$18.6 Million
3.57% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Oct 29, 2024 Q3 2024 |
79,028
shares
|
$18.6 Million
6.11% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Richard C. Young & Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
79,005
shares
|
$18.6 Million
2.14% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Fairhaven Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
78,921
shares
|
$18.5 Million
5.65% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
78,874
shares
|
$18.5 Million
3.54% of portfolio
|
Q2 2023
New holding
|
|
|
Morris Capital Advisors, LLC
|
Oct 26, 2022 Q3 2022 |
78,861
shares
|
$18.5 Million
10.28% of portfolio
|
Q3 2022
Reduced 1.23%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
78,677
shares
|
$18.5 Million
2.28% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
78,644
shares
|
$18.5 Million
4.77% of portfolio
|
Q1 2023
Added 0.47%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
78,496
shares
|
$18.4 Million
3.09% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Oct 15, 2024 Q3 2024 |
78,471
shares
|
$18.4 Million
3.3% of portfolio
|
Q3 2024
Added 368.96%
|
|
|
Schubert & CO
|
Oct 18, 2024 Q3 2024 |
78,452
shares
|
$18.4 Million
16.17% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Efg Asset Management (North America) Corp.
|
Nov 12, 2024 Q3 2024 |
78,412
shares
|
$18.4 Million
3.12% of portfolio
|
Q3 2024
Added 6.43%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
78,395
shares
|
$18.4 Million
1.44% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
78,385
shares
|
$18.4 Million
1.03% of portfolio
|
Q3 2024
Added 6.64%
|
|
|
United Capital Management Of Ks, Inc.
|
Nov 04, 2024 Q3 2024 |
78,335
shares
|
$18.4 Million
4.52% of portfolio
|
Q3 2024
Reduced 15.9%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
78,332
shares
|
$18.4 Million
2.43% of portfolio
|
Q1 2024
Reduced 0.25%
|
|
|
Avalon Global Asset Management LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
78,320
shares
|
$18.4 Million
2.75% of portfolio
|
Q2 2024
Added 0.51%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
78,227
shares
|
$18.4 Million
8.86% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Iowa State Bank
|
Oct 09, 2024 Q3 2024 |
78,174
shares
|
$18.4 Million
3.79% of portfolio
|
Q3 2024
Reduced 5.93%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
78,113
shares
|
$18.4 Million
3.87% of portfolio
|
Q3 2024
Reduced 0.09%
|