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 |
|---|---|---|---|---|---|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
58,923
shares
|
$14 Million
0.8% of portfolio
|
Q3 2024
Reduced 5.76%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
58,872
shares
|
$14 Million
1.93% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Buckhead Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
58,812
shares
|
$14 Million
4.46% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
58,797
shares
|
$14 Million
0.59% of portfolio
|
Q3 2024
Added 6.88%
|
|
|
Mathes Company, Inc.
|
Oct 29, 2024 Q3 2024 |
58,743
shares
|
$13.9 Million
4.83% of portfolio
|
Q3 2024
Reduced 8.73%
|
|
|
Old Second National Bank Of Aurora
|
Nov 05, 2024 Q3 2024 |
58,720
shares
|
$13.9 Million
3.42% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
58,718
shares
|
$13.9 Million
8.03% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
58,608
shares
|
$13.9 Million
11.22% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
58,578
shares
|
$13.9 Million
5.36% of portfolio
|
Q2 2022
Added 0.97%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
58,504
shares
|
$13.9 Million
2.71% of portfolio
|
Q1 2023
Reduced 0.48%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
58,406
shares
|
$13.9 Million
2.2% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Nov 15, 2024 Q3 2024 |
58,352
shares
|
$13.8 Million
4.46% of portfolio
|
Q3 2024
Reduced 6.12%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 12, 2024 Q3 2024 |
58,328
shares
|
$13.8 Million
7.61% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 31, 2024 Q3 2024 |
58,323
shares
|
$13.8 Million
4.48% of portfolio
|
Q3 2024
Reduced 11.01%
|
|
|
Lafayette Investments, Inc.
|
Oct 22, 2024 Q3 2024 |
58,299
shares
|
$13.8 Million
2.88% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Kg&L Capital Management,Llc
|
Oct 29, 2024 Q3 2024 |
58,256
shares
|
$13.8 Million
4.44% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
58,160
shares
|
$13.8 Million
2.78% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
First Business Financial Services, Inc.
|
Nov 06, 2024 Q3 2024 |
58,144
shares
|
$13.8 Million
1.38% of portfolio
|
Q3 2024
Added 10.36%
|
|
|
Timber Creek Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
58,091
shares
|
$13.8 Million
4.04% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
58,059
shares
|
$13.8 Million
2.8% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
58,048
shares
|
$13.8 Million
4.3% of portfolio
|
Q3 2024
Added 81.81%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
58,018
shares
|
$13.8 Million
6.93% of portfolio
|
Q3 2024
Reduced 7.67%
|
|
|
Hollow Brook Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
57,981
shares
|
$13.8 Million
4.05% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 07, 2024 Q3 2024 |
57,954
shares
|
$13.8 Million
1.8% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
57,940
shares
|
$13.8 Million
3.38% of portfolio
|
Q3 2024
Reduced 1.73%
|