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 |
|---|---|---|---|---|---|
|
Masso Torrence Wealth Management Inc.
|
Oct 23, 2024 Q3 2024 |
61,978
shares
|
$14.7 Million
8.15% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
61,967
shares
|
$14.7 Million
1.53% of portfolio
|
Q4 2023
Added 3.54%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
61,966
shares
|
$14.7 Million
5.41% of portfolio
|
Q4 2023
Added 7.37%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 14, 2024 Q3 2024 |
61,959
shares
|
$14.7 Million
10.0% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
61,935
shares
|
$14.7 Million
8.32% of portfolio
|
Q3 2024
Reduced 13.97%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
61,888
shares
|
$14.7 Million
4.84% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
61,831
shares
|
$14.7 Million
2.3% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Thames Capital Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
61,806
shares
|
$14.7 Million
4.92% of portfolio
|
Q3 2024
Reduced 25.61%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 12, 2024 Q3 2024 |
61,788
shares
|
$14.7 Million
1.92% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Ims Capital Management
|
Aug 21, 2024 Q2 2024 |
61,787
shares
|
$14.7 Million
5.99% of portfolio
|
Q2 2024
Reduced 4.11%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
61,735
shares
|
$14.7 Million
3.65% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
61,735
shares
|
$14.7 Million
1.01% of portfolio
|
Q3 2024
Added 7.93%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
61,654
shares
|
$14.6 Million
8.78% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
61,629
shares
|
$14.6 Million
2.07% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Torray LLC
|
Nov 05, 2024 Q3 2024 |
61,568
shares
|
$14.6 Million
2.11% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Ervin Investment Management, LLC
|
Oct 15, 2024 Q3 2024 |
61,559
shares
|
$14.6 Million
9.87% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Vera Bank, N.A.
|
Nov 04, 2024 Q3 2024 |
61,497
shares
|
$14.6 Million
4.35% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 08, 2024 Q3 2024 |
61,486
shares
|
$14.6 Million
5.5% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Stolper CO
|
Oct 09, 2024 Q3 2024 |
61,472
shares
|
$14.6 Million
4.69% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
61,467
shares
|
$14.6 Million
3.63% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
61,446
shares
|
$14.6 Million
3.98% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
61,405
shares
|
$14.6 Million
9.62% of portfolio
|
Q2 2024
Reduced 3.08%
|
|
|
Bridge Creek Capital Management LLC
|
Oct 07, 2024 Q3 2024 |
61,330
shares
|
$14.6 Million
4.35% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 22, 2024 Q3 2024 |
61,328
shares
|
$14.6 Million
5.73% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
Nov 12, 2024 Q3 2024 |
61,250
shares
|
$14.5 Million
4.04% of portfolio
|
Q3 2024
Reduced 2.89%
|