Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,711 institutions that hold shares in the stock, with a total of 8.68 Billion shares, which have been reported (via 13F filing form) to have a value of $2.06 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
9,572
shares
|
$2.27 Million
1.73% of portfolio
|
Q2 2024
Reduced 2.96%
|
|
|
Access Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
9,570
shares
|
$2.27 Million
1.21% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 29, 2024 Q3 2024 |
9,564
shares
|
$2.27 Million
1.06% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Mizuho Markets Cayman LP
|
Nov 06, 2024 Q3 2024 |
9,543
shares
|
$2.26 Million
9.29% of portfolio
|
Q3 2024
Added 185.46%
|
|
|
Phocas Financial Corp.
Alameda, CA |
Nov 07, 2024 Q3 2024 |
9,521
shares
|
$2.26 Million
8.48% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
9,503
shares
|
$2.25 Million
0.23% of portfolio
|
Q1 2024
Reduced 1.46%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
9,486
shares
|
$2.25 Million
1.0% of portfolio
|
Q3 2024
Reduced 10.26%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
9,478
shares
|
$2.24 Million
1.38% of portfolio
|
Q3 2022
Reduced 7.91%
|
|
|
Divergent Planning, LLC
|
Oct 07, 2024 Q3 2024 |
9,467
shares
|
$2.24 Million
0.82% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Harbor Group, Inc.
|
Oct 08, 2024 Q3 2024 |
9,377
shares
|
$2.22 Million
0.51% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Mainstay Capital Management LLC
|
Oct 23, 2024 Q3 2024 |
9,374
shares
|
$2.22 Million
0.4% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
9,363
shares
|
$2.22 Million
0.61% of portfolio
|
Q3 2024
Added 5.7%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
9,357
shares
|
$2.22 Million
1.16% of portfolio
|
Q3 2024
Added 14.17%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
9,356
shares
|
$2.22 Million
0.73% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Trinity Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
9,349
shares
|
$2.21 Million
1.0% of portfolio
|
Q3 2024
Added 73.23%
|
|
|
Wiser Wealth Management, Inc
|
Oct 03, 2024 Q3 2024 |
9,333
shares
|
$2.21 Million
0.63% of portfolio
|
Q3 2024
Added 7.44%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Oct 04, 2024 Q3 2024 |
9,327
shares
|
$2.21 Million
2.0% of portfolio
|
Q3 2024
Reduced 13.34%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
9,272
shares
|
$2.2 Million
0.49% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
9,271
shares
|
$2.2 Million
1.15% of portfolio
|
Q2 2023
Added 1.92%
|
|
|
Level Financial Advisors, Inc.
|
Oct 10, 2024 Q3 2024 |
9,263
shares
|
$2.19 Million
0.89% of portfolio
|
Q3 2024
New holding
|
|
|
Provident Investment Management, Inc.
Novi, MI |
Nov 12, 2024 Q3 2024 |
9,255
shares
|
$2.19 Million
0.21% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Compass Advisory Group LLC
|
Oct 23, 2024 Q3 2024 |
9,252
shares
|
$2.19 Million
1.2% of portfolio
|
Q3 2024
Reduced 15.09%
|
|
|
Swisspartners Ltd.
Vaduz, N2 |
Feb 14, 2023 Q4 2022 |
9,227
shares
|
$2.19 Million
1.53% of portfolio
|
Q4 2022
Reduced 13.09%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
9,219
shares
|
$2.18 Million
1.68% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 18, 2024 Q3 2024 |
9,219
shares
|
$2.18 Million
1.22% of portfolio
|
Q3 2023
Added 2.08%
|