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 |
|---|---|---|---|---|---|
|
Kercheville Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
73,135
shares
|
$17.2 Million
7.21% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 21, 2024 Q3 2024 |
73,108
shares
|
$17.2 Million
7.84% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 14, 2024 Q3 2024 |
72,964
shares
|
$17.1 Million
4.98% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2024 Q3 2024 |
72,936
shares
|
$17.1 Million
8.86% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
72,927
shares
|
$17.1 Million
0.69% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Oct 03, 2024 Q3 2024 |
72,906
shares
|
$17.1 Million
12.3% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
72,885
shares
|
$17.1 Million
3.38% of portfolio
|
Q3 2024
Reduced 10.15%
|
|
|
Moseley Investment Management Inc
|
Oct 16, 2024 Q3 2024 |
72,814
shares
|
$17.1 Million
6.92% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 07, 2024 Q3 2024 |
72,765
shares
|
$17.1 Million
3.56% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
72,705
shares
|
$17.1 Million
9.37% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 06, 2024 Q3 2024 |
72,547
shares
|
$17 Million
2.44% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
72,512
shares
|
$17 Million
4.34% of portfolio
|
Q3 2024
Reduced 5.44%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Nov 12, 2024 Q3 2024 |
72,402
shares
|
$17 Million
12.44% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
72,392
shares
|
$17 Million
6.52% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Oct 11, 2024 Q3 2024 |
72,386
shares
|
$17 Million
3.07% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 17, 2024 Q3 2024 |
72,384
shares
|
$17 Million
1.85% of portfolio
|
Q3 2024
Added 7.27%
|
|
|
Gladius Capital Management LP
Chicago, IL |
Nov 15, 2024 Q3 2024 |
72,301
shares
|
$17 Million
10.13% of portfolio
|
Q3 2024
Added 59.51%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
72,212
shares
|
$17 Million
6.69% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
72,211
shares
|
$17 Million
2.09% of portfolio
|
Q4 2020
Added 2.2%
|
|
|
London & Capital Asset Management LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
72,188
shares
|
$17 Million
1.34% of portfolio
|
Q3 2024
Added 10.64%
|
|
|
Birch Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
72,029
shares
|
$16.9 Million
8.38% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
Aug 22, 2023 Q2 2023 |
72,000
shares
|
$16.9 Million
7.56% of portfolio
|
Q2 2023
Added 3.6%
|
|
|
Rbo & CO LLC
St Helena, CA |
Nov 13, 2024 Q3 2024 |
71,864
shares
|
$16.9 Million
3.07% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
71,707
shares
|
$16.8 Million
3.99% of portfolio
|
Q3 2024
Reduced 11.72%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 09, 2024 Q3 2024 |
71,649
shares
|
$16.8 Million
6.12% of portfolio
|
Q3 2024
Added 10.06%
|