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 |
|---|---|---|---|---|---|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
61,209
shares
|
$14.5 Million
1.66% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
61,209
shares
|
$14.5 Million
1.57% of portfolio
|
Q3 2024
New holding
|
|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
61,188
shares
|
$14.5 Million
3.38% of portfolio
|
Q3 2024
Reduced 41.0%
|
|
|
Chronos Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
61,104
shares
|
$14.5 Million
7.42% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
61,091
shares
|
$14.5 Million
7.07% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
61,051
shares
|
$14.5 Million
3.08% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Zweig Di Menna Associates LLC
|
Oct 23, 2024 Q3 2024 |
60,981
shares
|
$14.5 Million
1.49% of portfolio
|
Q3 2024
Reduced 15.42%
|
|
|
De Dora Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
60,945
shares
|
$14.5 Million
4.16% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
60,914
shares
|
$14.5 Million
0.33% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Sphera Funds Management Ltd.
Tel Aviv, L3 |
Nov 14, 2024 Q3 2024 |
60,847
shares
|
$14.4 Million
2.6% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 13, 2024 Q3 2024 |
60,845
shares
|
$14.4 Million
5.43% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
60,787
shares
|
$14.4 Million
0.29% of portfolio
|
Q3 2024
Added 32.66%
|
|
|
Lincoln Capital Corp
|
Oct 23, 2024 Q3 2024 |
60,723
shares
|
$14.4 Million
5.89% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Dcm Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
60,687
shares
|
$14.4 Million
7.17% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Oct 09, 2024 Q3 2024 |
60,676
shares
|
$14.4 Million
0.15% of portfolio
|
Q3 2024
Reduced 10.41%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Oct 30, 2024 Q3 2024 |
60,644
shares
|
$14.4 Million
5.17% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
60,557
shares
|
$14.4 Million
4.34% of portfolio
|
Q3 2024
Reduced 8.34%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
60,399
shares
|
$14.3 Million
3.38% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
60,355
shares
|
$14.3 Million
4.03% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Davidson Trust CO
|
Nov 13, 2024 Q3 2024 |
60,332
shares
|
$14.3 Million
7.28% of portfolio
|
Q3 2024
Added 17.46%
|
|
|
Capital Insight Partners, LLC
|
Oct 09, 2024 Q3 2024 |
60,290
shares
|
$14.3 Million
2.49% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Pictet North America Advisors Sa
|
Oct 22, 2024 Q3 2024 |
60,031
shares
|
$14.2 Million
1.38% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
60,011
shares
|
$14.2 Million
1.86% of portfolio
|
Q3 2024
Added 135.31%
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
60,010
shares
|
$14.2 Million
2.97% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Bailey Value Limited Partnership
Danvers, MA |
Nov 10, 2022 Q3 2022 |
60,000
shares
|
$14.2 Million
13.07% of portfolio
|
Q4 2021
New holding
|