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 |
|---|---|---|---|---|---|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
64,107
shares
|
$15.1 Million
5.18% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
64,021
shares
|
$15 Million
3.29% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
64,020
shares
|
$15 Million
3.58% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
64,015
shares
|
$15 Million
4.17% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Beecher Investors Inc
|
Nov 10, 2022 Q3 2022 |
64,010
shares
|
$15 Million
14.53% of portfolio
|
Q2 2022
Reduced 1.99%
|
|
|
Matthew 25 Management Corp
|
Nov 06, 2024 Q3 2024 |
64,000
shares
|
$15 Million
5.21% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Oct 09, 2024 Q3 2024 |
63,999
shares
|
$15 Million
2.42% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
63,923
shares
|
$15 Million
1.42% of portfolio
|
Q3 2024
Added 20.92%
|
|
|
Eos Management, L.P.
|
Nov 01, 2024 Q3 2024 |
63,875
shares
|
$15 Million
5.26% of portfolio
|
Q3 2024
Reduced 12.06%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 31, 2024 Q3 2024 |
63,871
shares
|
$15 Million
7.7% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
63,861
shares
|
$15 Million
3.71% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
63,847
shares
|
$15 Million
4.58% of portfolio
|
Q4 2022
Added 4.27%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
63,613
shares
|
$14.9 Million
7.88% of portfolio
|
Q3 2024
Added 12.01%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 24, 2024 Q3 2024 |
63,520
shares
|
$14.9 Million
8.15% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
63,509
shares
|
$14.9 Million
10.83% of portfolio
|
Q3 2022
Reduced 2.34%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Nov 07, 2024 Q3 2024 |
63,498
shares
|
$14.9 Million
3.9% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
63,408
shares
|
$14.9 Million
0.81% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
63,389
shares
|
$14.9 Million
3.81% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Mount Vernon Associates Inc
|
Oct 15, 2024 Q3 2024 |
63,362
shares
|
$14.9 Million
12.21% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
63,349
shares
|
$14.9 Million
2.05% of portfolio
|
Q3 2024
Added 7.48%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 13, 2024 Q3 2024 |
63,340
shares
|
$14.9 Million
3.79% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Soundwatch Capital LLC
New York, NY |
Nov 08, 2024 Q3 2024 |
63,299
shares
|
$14.9 Million
2.33% of portfolio
|
Q3 2024
Added 989.48%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 06, 2024 Q3 2024 |
63,268
shares
|
$14.9 Million
1.06% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Muhlenkamp & CO Inc
|
Nov 12, 2024 Q3 2024 |
62,914
shares
|
$14.8 Million
4.73% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
62,909
shares
|
$14.8 Million
3.56% of portfolio
|
Q3 2024
Added 2.33%
|