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 |
|---|---|---|---|---|---|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Oct 15, 2024 Q3 2024 |
7,181
shares
|
$1.7 Million
0.54% of portfolio
|
Q3 2024
Reduced 14.01%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Oct 21, 2024 Q3 2024 |
7,174
shares
|
$1.7 Million
1.13% of portfolio
|
Q1 2024
Reduced 7.95%
|
|
|
Paragon Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
7,128
shares
|
$1.69 Million
0.61% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
7,115
shares
|
$1.69 Million
0.85% of portfolio
|
Q3 2024
Reduced 19.77%
|
|
|
Kanen Wealth Management LLC
Coral Springs, FL |
Oct 15, 2024 Q3 2024 |
7,100
shares
|
$1.68 Million
0.88% of portfolio
|
Q3 2023
Added 0.14%
|
|
|
Stone Run Capital, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,080
shares
|
$1.68 Million
0.61% of portfolio
|
Q4 2023
Reduced 18.93%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Nov 18, 2024 Q3 2024 |
7,048
shares
|
$1.67 Million
3.58% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2024 Q3 2024 |
7,045
shares
|
$1.67 Million
0.5% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
7,030
shares
|
$1.67 Million
0.9% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
7,016
shares
|
$1.66 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 15, 2024 Q3 2024 |
7,007
shares
|
$1.66 Million
1.58% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
7,005
shares
|
$1.66 Million
1.26% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
Jordan Park Group LLC
|
Nov 14, 2024 Q3 2024 |
7,000
shares
|
$1.66 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
7,000
shares
|
$1.66 Million
0.34% of portfolio
|
Q3 2023
Reduced 58.72%
|
|
|
Gunderson Capital Management Inc.
|
Oct 08, 2024 Q3 2024 |
6,993
shares
|
$1.66 Million
0.69% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Oct 15, 2024 Q3 2024 |
6,984
shares
|
$1.65 Million
0.5% of portfolio
|
Q2 2024
Reduced 63.15%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Oct 25, 2024 Q3 2024 |
6,964
shares
|
$1.65 Million
1.1% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Axecap Investments, LLC
Mason, OH |
Oct 22, 2024 Q3 2024 |
6,943
shares
|
$1.64 Million
1.23% of portfolio
|
Q3 2024
New holding
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2024 Q3 2024 |
6,933
shares
|
$1.64 Million
0.09% of portfolio
|
Q3 2024
Reduced 10.55%
|
|
|
Albert D Mason Inc
|
Oct 22, 2024 Q3 2024 |
6,931
shares
|
$1.64 Million
1.25% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Shelton Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
6,931
shares
|
$1.64 Million
0.9% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Pitti Group Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
6,928
shares
|
$1.64 Million
1.66% of portfolio
|
Q2 2024
Added 5.51%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
6,916
shares
|
$1.64 Million
1.04% of portfolio
|
Q4 2022
New holding
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
6,912
shares
|
$1.64 Million
0.04% of portfolio
|
Q1 2023
Reduced 5.15%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Oct 18, 2024 Q3 2024 |
6,899
shares
|
$1.63 Million
0.98% of portfolio
|
Q3 2024
Reduced 2.38%
|