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 |
|---|---|---|---|---|---|
|
Grand Alliance Asset Management LTD
Central, K3 |
Nov 14, 2024 Q3 2024 |
60,000
shares
|
$14.2 Million
9.31% of portfolio
|
Q3 2024
New holding
|
|
|
Hall Laurie J Trustee
|
Oct 08, 2024 Q3 2024 |
59,942
shares
|
$14.2 Million
4.43% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
59,919
shares
|
$14.2 Million
1.66% of portfolio
|
Q3 2024
Added 4.99%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 31, 2024 Q3 2024 |
59,917
shares
|
$14.2 Million
10.19% of portfolio
|
Q3 2024
Reduced 9.9%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
59,860
shares
|
$14.2 Million
1.51% of portfolio
|
Q3 2024
Added 32.25%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
59,822
shares
|
$14.2 Million
2.26% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Artemis Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
59,810
shares
|
$14.2 Million
1.31% of portfolio
|
Q3 2024
Added 22.54%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 04, 2024 Q3 2024 |
59,807
shares
|
$14.2 Million
7.86% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Spring Capital Management, LLC
|
Oct 22, 2024 Q3 2024 |
59,779
shares
|
$14.2 Million
9.48% of portfolio
|
Q3 2024
Reduced 8.41%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 25, 2024 Q3 2024 |
59,739
shares
|
$14.2 Million
13.69% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
59,690
shares
|
$14.2 Million
1.68% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Nov 04, 2024 Q3 2024 |
59,625
shares
|
$14.2 Million
5.5% of portfolio
|
Q3 2024
New holding
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
59,556
shares
|
$14.1 Million
2.93% of portfolio
|
Q3 2024
Added 9.1%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
59,533
shares
|
$14.1 Million
12.38% of portfolio
|
Q4 2023
Reduced 24.89%
|
|
|
Carderock Capital Management Inc
|
Oct 16, 2024 Q3 2024 |
59,491
shares
|
$14.1 Million
3.39% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
59,462
shares
|
$14.1 Million
6.39% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Oct 09, 2024 Q3 2024 |
59,444
shares
|
$14.1 Million
4.03% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
59,415
shares
|
$14.1 Million
6.1% of portfolio
|
Q3 2024
Reduced 7.74%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
59,402
shares
|
$14.1 Million
2.59% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
59,382
shares
|
$14.1 Million
2.2% of portfolio
|
Q3 2024
Reduced 6.32%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
59,302
shares
|
$14.1 Million
4.94% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
59,192
shares
|
$14 Million
7.46% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
59,163
shares
|
$14 Million
1.69% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
59,147
shares
|
$14 Million
4.55% of portfolio
|
Q4 2022
Reduced 5.63%
|
|
|
Northside Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
59,057
shares
|
$14 Million
2.16% of portfolio
|
Q3 2024
Reduced 0.65%
|