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 |
|---|---|---|---|---|---|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
70,514
shares
|
$16.6 Million
2.77% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
70,490
shares
|
$16.6 Million
3.23% of portfolio
|
Q3 2024
Reduced 30.31%
|
|
|
Hudson Value Partners, LLC
|
Oct 31, 2024 Q3 2024 |
70,476
shares
|
$16.6 Million
6.64% of portfolio
|
Q3 2024
Added 4.46%
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
70,475
shares
|
$16.6 Million
4.3% of portfolio
|
Q3 2024
Added 10.77%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Oct 30, 2024 Q3 2024 |
70,378
shares
|
$16.5 Million
3.87% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Baugh & Associates, LLC
|
Oct 31, 2024 Q3 2024 |
70,363
shares
|
$16.5 Million
8.22% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Keudell
|
Oct 31, 2024 Q3 2024 |
70,347
shares
|
$16.5 Million
4.47% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
70,258
shares
|
$16.5 Million
1.96% of portfolio
|
Q3 2024
Reduced 80.62%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
70,252
shares
|
$16.5 Million
1.06% of portfolio
|
Q3 2024
Reduced 26.5%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 16, 2024 Q3 2024 |
70,251
shares
|
$16.5 Million
1.99% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Trust CO Of Oklahoma
|
Oct 15, 2024 Q3 2024 |
70,192
shares
|
$16.5 Million
5.35% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
70,043
shares
|
$16.5 Million
4.02% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Oct 04, 2024 Q3 2024 |
69,959
shares
|
$16.4 Million
9.4% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
69,853
shares
|
$16.4 Million
1.53% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
69,847
shares
|
$16.4 Million
0.79% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 22, 2024 Q3 2024 |
69,824
shares
|
$16.4 Million
5.81% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
69,765
shares
|
$16.4 Million
11.1% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
69,696
shares
|
$16.4 Million
3.0% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
69,536
shares
|
$16.3 Million
1.74% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
69,485
shares
|
$16.3 Million
3.34% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Dnca Finance
Paris, I0 |
Nov 13, 2024 Q3 2024 |
69,470
shares
|
$16.3 Million
1.39% of portfolio
|
Q3 2024
Added 62.5%
|
|
|
M. Kulyk & Associates, LLC
|
Nov 07, 2024 Q3 2024 |
69,451
shares
|
$16.3 Million
3.3% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Delta Financial Advisors LLC
|
Nov 04, 2024 Q3 2024 |
69,289
shares
|
$16.3 Million
5.86% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
69,229
shares
|
$16.3 Million
1.51% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
69,125
shares
|
$16.2 Million
1.56% of portfolio
|
Q3 2024
Reduced 15.65%
|