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 |
|---|---|---|---|---|---|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
71,622
shares
|
$16.8 Million
6.51% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
71,551
shares
|
$16.8 Million
8.44% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Glassy Mountain Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
71,524
shares
|
$16.8 Million
5.86% of portfolio
|
Q3 2024
Reduced 6.97%
|
|
|
Enterprise Bank & Trust CO
|
Oct 08, 2024 Q3 2024 |
71,475
shares
|
$16.8 Million
5.39% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Lattice Capital Management, LLC
|
Nov 13, 2024 Q3 2024 |
71,434
shares
|
$16.8 Million
15.29% of portfolio
|
Q4 2023
Added 2.44%
|
|
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
Nov 12, 2024 Q3 2024 |
71,405
shares
|
$16.8 Million
5.68% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
First Dallas Securities Inc.
|
Nov 15, 2024 Q3 2024 |
71,398
shares
|
$16.8 Million
7.02% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Bay Rivers Group
|
Oct 25, 2024 Q3 2024 |
71,348
shares
|
$16.8 Million
8.32% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Centre Asset Management, LLC
|
Oct 15, 2024 Q3 2024 |
71,231
shares
|
$16.7 Million
3.58% of portfolio
|
Q3 2024
Reduced 46.67%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Oct 09, 2024 Q3 2024 |
71,157
shares
|
$16.7 Million
6.35% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Tiff Advisory Services Inc
|
Nov 05, 2024 Q3 2024 |
71,155
shares
|
$16.7 Million
5.51% of portfolio
|
Q3 2024
Added 6.59%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
71,118
shares
|
$16.7 Million
3.27% of portfolio
|
Q2 2022
Added 0.97%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Nov 06, 2024 Q3 2024 |
71,021
shares
|
$16.7 Million
12.78% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Settian Capital LP
|
Nov 13, 2024 Q3 2024 |
70,900
shares
|
$16.7 Million
12.04% of portfolio
|
Q4 2022
Added 10.44%
|
|
|
Stoneridge Investment Partners LLC
|
Oct 30, 2024 Q3 2024 |
70,818
shares
|
$16.6 Million
6.13% of portfolio
|
Q3 2024
Reduced 13.49%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
70,804
shares
|
$16.6 Million
0.66% of portfolio
|
Q2 2023
Added 3.02%
|
|
|
Hendley & CO Inc
|
Oct 31, 2024 Q3 2024 |
70,765
shares
|
$16.6 Million
5.75% of portfolio
|
Q3 2024
Reduced 19.44%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
70,742
shares
|
$16.6 Million
1.55% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Georgetown University
Washington, DC |
Nov 14, 2024 Q3 2024 |
70,735
shares
|
$16.6 Million
5.47% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
70,727
shares
|
$16.6 Million
2.55% of portfolio
|
Q2 2022
Added 0.33%
|
|
|
Alapocas Investment Partners, Inc.
Beverly, MA |
Nov 12, 2024 Q3 2024 |
70,618
shares
|
$16.6 Million
9.66% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 23, 2024 Q3 2024 |
70,602
shares
|
$16.6 Million
4.68% of portfolio
|
Q3 2024
Reduced 50.26%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Nov 08, 2024 Q3 2024 |
70,587
shares
|
$16.6 Million
10.28% of portfolio
|
Q3 2024
Reduced 5.07%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
70,561
shares
|
$16.6 Million
8.38% of portfolio
|
Q4 2023
Added 0.04%
|
|
|
Wills Financial Group, Inc.
|
Nov 14, 2024 Q3 2024 |
70,555
shares
|
$16.6 Million
7.37% of portfolio
|
Q3 2024
Added 0.04%
|