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 |
|---|---|---|---|---|---|
|
Krs Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
67,480
shares
|
$15.9 Million
11.5% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
67,445
shares
|
$15.8 Million
8.42% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
67,325
shares
|
$15.8 Million
3.49% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
67,252
shares
|
$15.8 Million
3.2% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Gibraltar Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
67,005
shares
|
$15.7 Million
7.22% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
66,872
shares
|
$15.7 Million
10.48% of portfolio
|
Q3 2024
Added 9.15%
|
|
|
Iyo Bank, Ltd.
|
Nov 04, 2024 Q3 2024 |
66,690
shares
|
$15.7 Million
5.52% of portfolio
|
Q4 2021
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
66,608
shares
|
$15.6 Million
7.8% of portfolio
|
Q3 2024
New holding
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Nov 06, 2024 Q3 2024 |
66,556
shares
|
$15.6 Million
3.11% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 08, 2024 Q3 2024 |
66,499
shares
|
$15.6 Million
3.05% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
66,465
shares
|
$15.6 Million
4.94% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
66,429
shares
|
$15.6 Million
2.13% of portfolio
|
Q1 2023
Reduced 0.19%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 06, 2024 Q3 2024 |
66,396
shares
|
$15.6 Million
3.5% of portfolio
|
Q3 2024
Added 10.06%
|
|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
66,285
shares
|
$15.6 Million
6.49% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Harrington Investments, Inc
|
Oct 11, 2024 Q3 2024 |
66,280
shares
|
$15.6 Million
8.55% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
66,268
shares
|
$15.6 Million
10.0% of portfolio
|
Q1 2024
Added 0.35%
|
|
|
Consolidated Investment Group LLC
|
Nov 04, 2024 Q3 2024 |
66,172
shares
|
$15.5 Million
2.29% of portfolio
|
Q2 2024
Reduced 21.3%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
66,122
shares
|
$15.5 Million
12.26% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
66,088
shares
|
$15.5 Million
3.75% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
66,025
shares
|
$15.5 Million
4.74% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
66,022
shares
|
$15.5 Million
1.07% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Geneva Partners, LLC
|
Oct 30, 2024 Q3 2024 |
65,926
shares
|
$15.5 Million
6.72% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 16, 2024 Q3 2024 |
65,904
shares
|
$15.5 Million
7.85% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
65,812
shares
|
$15.5 Million
3.2% of portfolio
|
Q2 2022
Reduced 1.15%
|
|
|
S.E.E.D. Planning Group LLC
|
Oct 15, 2024 Q3 2024 |
65,761
shares
|
$15.4 Million
5.22% of portfolio
|
Q3 2024
Reduced 3.85%
|