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 |
|---|---|---|---|---|---|
|
Mycio Wealth Partners, LLC
|
Oct 25, 2024 Q3 2024 |
65,727
shares
|
$15.4 Million
3.52% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Monarch Capital Management Inc
|
Oct 16, 2024 Q3 2024 |
65,590
shares
|
$15.4 Million
4.18% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Nov 12, 2024 Q3 2024 |
65,528
shares
|
$15.4 Million
5.46% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
Light Street Capital Management, LLC
Palo Alto, CA |
Nov 14, 2024 Q3 2024 |
65,517
shares
|
$15.4 Million
3.75% of portfolio
|
Q3 2024
Reduced 15.42%
|
|
|
Hedeker Wealth, LLC
|
Oct 25, 2024 Q3 2024 |
65,496
shares
|
$15.4 Million
4.19% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Moser Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
65,322
shares
|
$15.3 Million
8.0% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
65,307
shares
|
$15.3 Million
9.13% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Iron Financial, LLC
|
Oct 28, 2024 Q3 2024 |
65,303
shares
|
$15.3 Million
8.39% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 14, 2024 Q3 2024 |
65,215
shares
|
$15.3 Million
5.48% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Oct 15, 2024 Q3 2024 |
65,135
shares
|
$15.3 Million
7.59% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
65,115
shares
|
$15.3 Million
4.18% of portfolio
|
Q3 2024
Reduced 12.31%
|
|
|
Capital Market Strategies LLC
|
Oct 03, 2024 Q3 2024 |
64,932
shares
|
$15.3 Million
9.47% of portfolio
|
Q3 2024
Reduced 4.36%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Nov 14, 2024 Q3 2024 |
64,893
shares
|
$15.2 Million
1.49% of portfolio
|
Q3 2024
Reduced 70.69%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Oct 24, 2024 Q3 2024 |
64,768
shares
|
$15.2 Million
9.51% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Armstrong Henry H Associates Inc
|
Oct 02, 2024 Q3 2024 |
64,547
shares
|
$15.2 Million
1.45% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Manchester Financial Inc
|
Oct 24, 2024 Q3 2024 |
64,483
shares
|
$15.1 Million
3.47% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
64,470
shares
|
$15.1 Million
3.54% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
64,444
shares
|
$15.1 Million
3.97% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Compton Wealth Advisory Group, LLC
|
Oct 10, 2024 Q3 2024 |
64,397
shares
|
$15.1 Million
3.85% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
64,388
shares
|
$15.1 Million
0.79% of portfolio
|
Q1 2024
Added 0.09%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
64,330
shares
|
$15.1 Million
5.01% of portfolio
|
Q2 2023
Reduced 23.38%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
64,254
shares
|
$15.1 Million
6.49% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
64,179
shares
|
$15.1 Million
4.5% of portfolio
|
Q1 2024
Reduced 4.64%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
64,176
shares
|
$15.1 Million
5.16% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
64,162
shares
|
$15.1 Million
2.39% of portfolio
|
Q3 2024
Added 8.66%
|