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 |
|---|---|---|---|---|---|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Nov 19, 2024 Q3 2024 |
8,641
shares
|
$2.05 Million
1.11% of portfolio
|
Q3 2024
New holding
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Oct 29, 2024 Q3 2024 |
8,623
shares
|
$2.04 Million
1.45% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2024 Q3 2024 |
8,620
shares
|
$2.04 Million
0.49% of portfolio
|
Q3 2024
Reduced 46.39%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
8,616
shares
|
$2.04 Million
0.46% of portfolio
|
Q2 2024
Added 1.89%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
8,597
shares
|
$2.04 Million
1.02% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Nov 04, 2024 Q3 2024 |
8,591
shares
|
$2.03 Million
1.89% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Oct 23, 2024 Q3 2024 |
8,582
shares
|
$2.03 Million
1.64% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
8,577
shares
|
$2.03 Million
0.31% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 06, 2024 Q3 2024 |
8,554
shares
|
$2.03 Million
0.74% of portfolio
|
Q3 2024
Added 5.28%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,540
shares
|
$2.02 Million
0.06% of portfolio
|
Q3 2024
Reduced 92.48%
|
|
|
Altus Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
8,536
shares
|
$2.02 Million
0.94% of portfolio
|
Q3 2024
Reduced 10.22%
|
|
|
Tru Independence Asset Management 2, LLC
|
Nov 04, 2024 Q3 2024 |
8,519
shares
|
$2.02 Million
1.75% of portfolio
|
Q3 2024
Reduced 63.61%
|
|
|
Stevard, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,518
shares
|
$2.02 Million
8.07% of portfolio
|
Q3 2024
Reduced 33.57%
|
|
|
High Pines Wealth Management, LLC
Duxbury, MA |
Jan 12, 2024 Q4 2023 |
8,506
shares
|
$2.01 Million
2.5% of portfolio
|
Q4 2023
Added 0.69%
|
|
|
Proem Advisors LLC
|
Nov 08, 2022 Q3 2022 |
8,500
shares
|
$2.01 Million
1.95% of portfolio
|
Q3 2022
New holding
|
|
|
17 Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
8,498
shares
|
$2.01 Million
1.3% of portfolio
|
Q3 2024
Added 10.54%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Oct 29, 2024 Q3 2024 |
8,479
shares
|
$2.01 Million
1.77% of portfolio
|
Q3 2024
Added 168.07%
|
|
|
Bennicas & Associates, Inc.
|
Feb 28, 2023 Q4 2022 |
8,446
shares
|
$2 Million
0.7% of portfolio
|
Q4 2022
Reduced 1.74%
|
|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
8,410
shares
|
$1.99 Million
0.39% of portfolio
|
Q3 2024
Reduced 65.46%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 09, 2024 Q3 2024 |
8,409
shares
|
$1.99 Million
0.95% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Kooman & Associates
Altoona, PA |
Oct 24, 2024 Q3 2024 |
8,382
shares
|
$1.99 Million
0.72% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Auour Investments LLC
Wenham, MA |
Oct 30, 2024 Q3 2024 |
8,381
shares
|
$1.99 Million
0.71% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Nov 14, 2024 Q3 2024 |
8,370
shares
|
$1.98 Million
0.99% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
Nov 12, 2024 Q3 2024 |
8,363
shares
|
$1.98 Million
2.19% of portfolio
|
Q2 2024
New holding
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Oct 22, 2024 Q3 2024 |
8,349
shares
|
$1.98 Million
5.36% of portfolio
|
Q3 2024
Reduced 26.16%
|