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 |
|---|---|---|---|---|---|
|
Sippican Capital Advisors
|
Oct 28, 2024 Q3 2024 |
7,436
shares
|
$1.76 Million
1.33% of portfolio
|
Q1 2024
Reduced 6.47%
|
|
|
Yost Capital Management, LP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
7,430
shares
|
$1.76 Million
2.86% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
7,424
shares
|
$1.76 Million
1.17% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
7,423
shares
|
$1.76 Million
0.34% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 18, 2024 Q3 2024 |
7,421
shares
|
$1.76 Million
2.22% of portfolio
|
Q3 2024
Reduced 5.91%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
7,415
shares
|
$1.76 Million
1.85% of portfolio
|
Q1 2024
Added 5.25%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 15, 2024 Q3 2024 |
7,374
shares
|
$1.75 Million
1.07% of portfolio
|
Q3 2024
Reduced 16.58%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Nov 13, 2024 Q3 2024 |
7,350
shares
|
$1.74 Million
1.1% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Shore Point Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
7,349
shares
|
$1.74 Million
0.95% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
7,349
shares
|
$1.74 Million
0.99% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 08, 2024 Q3 2024 |
7,337
shares
|
$1.74 Million
1.16% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Ggm Financials LLC
Columbus, OH |
Oct 31, 2024 Q3 2024 |
7,324
shares
|
$1.73 Million
1.47% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
Nov 13, 2024 Q3 2024 |
7,300
shares
|
$1.73 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Act Advisors, Llc.
|
Oct 18, 2024 Q3 2024 |
7,299
shares
|
$1.73 Million
0.82% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Swmg, LLC
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
7,280
shares
|
$1.72 Million
0.71% of portfolio
|
Q3 2024
Added 401.03%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
7,278
shares
|
$1.72 Million
1.36% of portfolio
|
Q3 2024
Reduced 12.6%
|
|
|
Sanchez Wealth Management Group
|
Nov 05, 2024 Q3 2024 |
7,267
shares
|
$1.72 Million
0.55% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Oct 15, 2024 Q3 2024 |
7,262
shares
|
$1.72 Million
0.28% of portfolio
|
Q2 2024
Added 1.77%
|
|
|
Salem Capital Management Inc
|
Nov 29, 2022 Q3 2022 |
7,260
shares
|
$1.72 Million
0.79% of portfolio
|
Q3 2022
Reduced 2.68%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 08, 2024 Q3 2024 |
7,260
shares
|
$1.72 Million
0.26% of portfolio
|
Q3 2024
Added 24100.0%
|
|
|
Financial Sense Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
7,259
shares
|
$1.72 Million
0.52% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Bayshore Asset Management, LLC
|
Oct 21, 2024 Q3 2024 |
7,210
shares
|
$1.71 Million
0.77% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Oct 15, 2024 Q3 2024 |
7,196
shares
|
$1.7 Million
1.2% of portfolio
|
Q3 2024
Reduced 8.96%
|
|
|
Defender Capital, Llc.
|
Oct 21, 2024 Q3 2024 |
7,195
shares
|
$1.7 Million
0.58% of portfolio
|
Q3 2024
Reduced 7.67%
|
|
|
Advisory Research Inc
Chicago, IL |
Nov 13, 2024 Q3 2024 |
7,194
shares
|
$1.7 Million
0.33% of portfolio
|
Q3 2024
Added 16.2%
|