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 |
|---|---|---|---|---|---|
|
Gibson Wealth Advisors LLC
Tyler, TX |
Nov 05, 2024 Q3 2024 |
6,895
shares
|
$1.63 Million
1.31% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 21, 2024 Q3 2024 |
6,865
shares
|
$1.63 Million
0.8% of portfolio
|
Q3 2024
Added 67.93%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 04, 2024 Q3 2024 |
6,863
shares
|
$1.63 Million
0.25% of portfolio
|
Q3 2024
Added 46.77%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 24, 2024 Q3 2024 |
6,850
shares
|
$1.62 Million
1.07% of portfolio
|
Q3 2024
Reduced 9.62%
|
|
|
D. Scott Neal, Inc.
|
Oct 17, 2024 Q3 2024 |
6,847
shares
|
$1.62 Million
0.85% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Biltmore Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
6,827
shares
|
$1.62 Million
0.66% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Independent Family Office, LLC
|
Nov 14, 2024 Q3 2024 |
6,824
shares
|
$1.62 Million
0.81% of portfolio
|
Q3 2024
Added 35.72%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
6,799
shares
|
$1.61 Million
0.92% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
6,798
shares
|
$1.61 Million
0.28% of portfolio
|
Q3 2024
Added 17.33%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Oct 31, 2024 Q3 2024 |
6,785
shares
|
$1.61 Million
0.87% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Nov 04, 2024 Q3 2024 |
6,775
shares
|
$1.6 Million
0.85% of portfolio
|
Q3 2023
Reduced 3.85%
|
|
|
Newport Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
6,770
shares
|
$1.6 Million
1.16% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Oct 28, 2024 Q3 2024 |
6,770
shares
|
$1.6 Million
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
6,761
shares
|
$1.6 Million
1.29% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
6,760
shares
|
$1.6 Million
1.37% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Bck Capital Management LP
Stamford, CT |
Nov 07, 2024 Q3 2024 |
6,758
shares
|
$1.6 Million
0.55% of portfolio
|
Q3 2024
Added 24.02%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 29, 2024 Q3 2024 |
6,749
shares
|
$1.6 Million
1.08% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Financial Guidance Group, Inc.
|
Oct 23, 2024 Q3 2024 |
6,740
shares
|
$1.6 Million
1.01% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Reitz Capital Advisors LLC
|
Apr 22, 2024 Q1 2024 |
6,723
shares
|
$1.59 Million
2.01% of portfolio
|
Q4 2023
Reduced 3.52%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
6,721
shares
|
$1.59 Million
0.98% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Alamar Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
6,716
shares
|
$1.59 Million
0.88% of portfolio
|
Q3 2024
New holding
|
|
|
Ping Capital Management, Inc.
New York, NY |
Oct 18, 2024 Q3 2024 |
6,700
shares
|
$1.59 Million
0.44% of portfolio
|
Q3 2024
Reduced 84.91%
|
|
|
Smart Money Group LLC
|
Nov 05, 2024 Q3 2024 |
6,699
shares
|
$1.59 Million
0.6% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
6,686
shares
|
$1.58 Million
0.29% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Dec 03, 2024 Q3 2024 |
6,685
shares
|
$1.58 Million
0.85% of portfolio
|
Q3 2024
Added 1.3%
|