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 |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
69,068
shares
|
$16.2 Million
0.98% of portfolio
|
Q4 2023
Added 2.54%
|
|
|
Curbstone Financial Management Corp
|
Oct 03, 2024 Q3 2024 |
69,067
shares
|
$16.2 Million
3.52% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
69,056
shares
|
$16.2 Million
1.78% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
69,037
shares
|
$16.2 Million
2.75% of portfolio
|
Q3 2024
Reduced 10.45%
|
|
|
Bank Of Nova Scotia Trust CO
|
Nov 13, 2024 Q3 2024 |
68,787
shares
|
$16.2 Million
1.75% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 10, 2024 Q3 2024 |
68,655
shares
|
$16.1 Million
5.48% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
68,571
shares
|
$16.1 Million
3.28% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Blodgett Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
68,566
shares
|
$16.1 Million
13.43% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 12, 2024 Q3 2024 |
68,491
shares
|
$16.1 Million
3.14% of portfolio
|
Q3 2024
Reduced 10.46%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
68,421
shares
|
$16.1 Million
2.34% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
68,165
shares
|
$16 Million
3.69% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 13, 2024 Q3 2024 |
68,163
shares
|
$16 Million
9.86% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Greenfield Savings Bank
|
Oct 07, 2024 Q3 2024 |
68,035
shares
|
$16 Million
7.53% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Nov 13, 2024 Q3 2024 |
68,019
shares
|
$16 Million
10.64% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Harbour Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
67,985
shares
|
$16 Million
3.81% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
67,918
shares
|
$16 Million
12.24% of portfolio
|
Q3 2023
Reduced 0.41%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
67,870
shares
|
$15.9 Million
9.59% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
67,858
shares
|
$15.9 Million
2.35% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Pensionfund Sabic
|
Oct 09, 2024 Q3 2024 |
67,780
shares
|
$15.9 Million
4.93% of portfolio
|
Q3 2024
Reduced 15.04%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
67,750
shares
|
$15.9 Million
3.11% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
David R. Rahn & Associates Inc.
|
Nov 13, 2024 Q3 2024 |
67,668
shares
|
$15.9 Million
4.89% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
67,663
shares
|
$15.9 Million
1.56% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
67,613
shares
|
$15.9 Million
3.73% of portfolio
|
Q3 2024
Added 32.76%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
67,598
shares
|
$15.9 Million
3.23% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
67,593
shares
|
$15.9 Million
2.98% of portfolio
|
Q3 2024
Reduced 13.07%
|