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 |
|---|---|---|---|---|---|
|
Meredith Wealth Planning
Maryville, IL |
Oct 18, 2024 Q3 2024 |
9,183
shares
|
$2.17 Million
1.02% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Rfg Holdings, Inc.
|
Oct 10, 2024 Q3 2024 |
9,177
shares
|
$2.17 Million
0.77% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Courage Miller Partners, LLC
|
Oct 21, 2024 Q3 2024 |
9,127
shares
|
$2.16 Million
0.72% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2024 Q3 2024 |
9,120
shares
|
$2.16 Million
1.07% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Rezny Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
9,116
shares
|
$2.16 Million
0.54% of portfolio
|
Q3 2024
Added 215.0%
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
9,086
shares
|
$2.15 Million
0.87% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Oct 11, 2024 Q3 2024 |
9,080
shares
|
$2.15 Million
1.8% of portfolio
|
Q3 2024
Added 9.66%
|
|
|
Profit Investment Management, LLC
|
Oct 09, 2024 Q3 2024 |
9,078
shares
|
$2.15 Million
1.65% of portfolio
|
Q3 2024
Reduced 6.6%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
9,067
shares
|
$2.15 Million
0.27% of portfolio
|
Q3 2024
Reduced 4.92%
|
|
|
David Kennon Inc
Sarasota, FL |
Oct 22, 2024 Q3 2024 |
9,046
shares
|
$2.14 Million
0.91% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Nov 14, 2024 Q3 2024 |
9,034
shares
|
$2.14 Million
0.42% of portfolio
|
Q3 2024
Reduced 67.76%
|
|
|
Emerald Mutual Fund Advisers Trust
|
Oct 29, 2024 Q3 2024 |
9,026
shares
|
$2.14 Million
0.12% of portfolio
|
Q3 2024
Added 5.98%
|
|
|
Ndvr, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
9,026
shares
|
$2.14 Million
2.11% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Nov 13, 2024 Q3 2024 |
9,025
shares
|
$2.14 Million
0.69% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
9,014
shares
|
$2.13 Million
1.83% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Deuterium Capital Management, LLC
|
Nov 13, 2024 Q3 2024 |
9,000
shares
|
$2.13 Million
4.41% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
8,992
shares
|
$2.13 Million
1.29% of portfolio
|
Q3 2024
Added 15.49%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 10, 2024 Q3 2024 |
8,988
shares
|
$2.13 Million
1.17% of portfolio
|
Q3 2024
Added 6.24%
|
|
|
Corsair Capital Management, L.P.
New York, NY |
Nov 13, 2024 Q3 2024 |
8,986
shares
|
$2.13 Million
0.52% of portfolio
|
Q2 2024
Reduced 0.86%
|
|
|
Santori & Peters, Inc.
|
Oct 23, 2024 Q3 2024 |
8,958
shares
|
$2.12 Million
0.83% of portfolio
|
Q3 2024
Reduced 7.12%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Oct 08, 2024 Q3 2024 |
8,944
shares
|
$2.12 Million
1.52% of portfolio
|
Q3 2024
Reduced 5.43%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
8,942
shares
|
$2.12 Million
0.74% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
8,934
shares
|
$2.12 Million
1.17% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
8,923
shares
|
$2.11 Million
0.79% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
8,916
shares
|
$2.11 Million
1.39% of portfolio
|
Q3 2024
Reduced 4.02%
|