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 |
|---|---|---|---|---|---|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
62,809
shares
|
$14.8 Million
3.5% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
62,767
shares
|
$14.7 Million
3.23% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Mc Ginn Investment Management, Inc.
|
Nov 06, 2024 Q3 2024 |
62,763
shares
|
$14.7 Million
9.73% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
62,747
shares
|
$14.7 Million
3.38% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
62,741
shares
|
$14.7 Million
6.03% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 28, 2024 Q3 2024 |
62,672
shares
|
$14.7 Million
6.46% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
62,662
shares
|
$14.7 Million
0.72% of portfolio
|
Q3 2024
Added 7.92%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
62,640
shares
|
$14.7 Million
6.2% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
62,622
shares
|
$14.7 Million
0.99% of portfolio
|
Q3 2024
Added 13.82%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
62,570
shares
|
$14.7 Million
2.33% of portfolio
|
Q3 2024
Added 16.93%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
62,520
shares
|
$14.7 Million
2.49% of portfolio
|
Q3 2024
Added 83.56%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
62,500
shares
|
$14.7 Million
4.28% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
62,490
shares
|
$14.7 Million
2.67% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
62,454
shares
|
$14.7 Million
1.15% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Next Century Growth Investors LLC
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
62,433
shares
|
$14.7 Million
1.31% of portfolio
|
Q3 2024
Reduced 7.91%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 30, 2024 Q3 2024 |
62,414
shares
|
$14.7 Million
3.15% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
62,382
shares
|
$14.7 Million
4.01% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Bell & Brown Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
62,344
shares
|
$14.6 Million
5.68% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
62,281
shares
|
$14.6 Million
2.8% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
62,267
shares
|
$14.6 Million
1.48% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Bank Ozk
|
Nov 14, 2024 Q3 2024 |
62,240
shares
|
$14.6 Million
6.07% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
62,211
shares
|
$14.6 Million
3.17% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Nov 14, 2024 Q3 2024 |
62,191
shares
|
$14.6 Million
5.89% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Graybill Bartz & Assoc LTD
|
Oct 21, 2024 Q3 2024 |
62,132
shares
|
$14.6 Million
5.81% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Bright Rock Capital Management, LLC
|
Oct 03, 2024 Q3 2024 |
62,000
shares
|
$14.6 Million
2.96% of portfolio
|
Q1 2024
Added 24.0%
|