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 |
|---|---|---|---|---|---|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
74,392
shares
|
$17.5 Million
1.03% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Monolith Management LTD
Hong Kong, K3 |
Nov 12, 2024 Q3 2024 |
74,250
shares
|
$17.4 Million
10.11% of portfolio
|
Q3 2024
New holding
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
74,175
shares
|
$17.4 Million
6.35% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
74,124
shares
|
$17.4 Million
0.1% of portfolio
|
Q3 2024
Reduced 92.41%
|
|
|
Bell Bank
|
Nov 05, 2024 Q3 2024 |
73,994
shares
|
$17.4 Million
2.06% of portfolio
|
Q3 2024
Added 15.74%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
73,964
shares
|
$17.4 Million
2.85% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Trust CO Of The South
Greensboro, NC |
Oct 02, 2024 Q3 2024 |
73,943
shares
|
$17.4 Million
3.65% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Nov 14, 2024 Q3 2024 |
73,888
shares
|
$17.4 Million
11.84% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Managed Asset Portfolios, LLC
Rochester, MI |
Nov 12, 2024 Q3 2024 |
73,793
shares
|
$17.3 Million
2.53% of portfolio
|
Q3 2024
Reduced 9.93%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
73,778
shares
|
$17.3 Million
1.65% of portfolio
|
Q4 2023
Reduced 0.8%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
73,673
shares
|
$17.3 Million
2.38% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Oct 23, 2024 Q3 2024 |
73,595
shares
|
$17.3 Million
3.93% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Baldwin Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
73,567
shares
|
$17.3 Million
4.42% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 12, 2024 Q3 2024 |
73,567
shares
|
$17.3 Million
2.97% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Flc Capital Advisors
|
Oct 16, 2024 Q3 2024 |
73,544
shares
|
$17.3 Million
3.98% of portfolio
|
Q2 2024
Added 1.06%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
73,529
shares
|
$17.3 Million
2.93% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
73,507
shares
|
$17.3 Million
2.88% of portfolio
|
Q3 2024
Added 53.61%
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
73,487
shares
|
$17.3 Million
2.51% of portfolio
|
Q3 2024
Reduced 4.57%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
73,396
shares
|
$17.2 Million
5.64% of portfolio
|
Q3 2024
Reduced 29.65%
|
|
|
Jsf Financial, LLC
|
Nov 12, 2024 Q3 2024 |
73,195
shares
|
$17.2 Million
4.49% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
73,182
shares
|
$17.2 Million
5.44% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
73,171
shares
|
$17.2 Million
4.35% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
73,166
shares
|
$17.2 Million
4.45% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Ashburton (Jersey) LTD
St Helier, Y9 |
Sep 30, 2024 Q2 2024 |
73,148
shares
|
$17.2 Million
6.54% of portfolio
|
Q2 2024
Added 34.06%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
73,147
shares
|
$17.2 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.93%
|