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 |
|---|---|---|---|---|---|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Oct 30, 2024 Q3 2024 |
6,672
shares
|
$1.58 Million
0.9% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 28, 2024 Q3 2024 |
6,656
shares
|
$1.58 Million
0.7% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
6,635
shares
|
$1.57 Million
0.85% of portfolio
|
Q3 2024
New holding
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Oct 10, 2024 Q3 2024 |
6,627
shares
|
$1.57 Million
1.19% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
6,590
shares
|
$1.56 Million
0.87% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Ti Trust, Inc
|
Nov 04, 2024 Q3 2024 |
6,587
shares
|
$1.56 Million
1.1% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Omega Financial Group, LLC
|
Oct 07, 2024 Q3 2024 |
6,567
shares
|
$1.56 Million
0.58% of portfolio
|
Q3 2024
Reduced 33.18%
|
|
|
Rodgers & Associates, LTD
|
Oct 21, 2024 Q3 2024 |
6,541
shares
|
$1.55 Million
0.18% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Caxton Associates LP
New York, NY |
Nov 14, 2024 Q3 2024 |
6,523
shares
|
$1.54 Million
0.06% of portfolio
|
Q3 2024
Reduced 98.72%
|
|
|
Verde Capital Management
|
Oct 18, 2024 Q3 2024 |
6,506
shares
|
$1.54 Million
0.47% of portfolio
|
Q3 2024
Added 83.16%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
6,506
shares
|
$1.54 Million
0.34% of portfolio
|
Q4 2023
Added 49.15%
|
|
|
Tpg Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
6,468
shares
|
$1.53 Million
0.68% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Nov 08, 2024 Q3 2024 |
6,456
shares
|
$1.53 Million
0.78% of portfolio
|
Q2 2024
Added 18.31%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
6,444
shares
|
$1.53 Million
0.02% of portfolio
|
Q1 2024
Reduced 3.01%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
6,433
shares
|
$1.52 Million
0.33% of portfolio
|
Q4 2022
Added 2.05%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
6,424
shares
|
$1.52 Million
0.8% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
6,421
shares
|
$1.52 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
6,404
shares
|
$1.52 Million
0.46% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
North Point Portfolio Managers Corp
|
Oct 24, 2024 Q3 2024 |
6,401
shares
|
$1.52 Million
0.25% of portfolio
|
Q2 2024
Added 22.23%
|
|
|
Foresight Wealth Management, LLC
|
Feb 13, 2023 Q4 2022 |
6,390
shares
|
$1.51 Million
11.9% of portfolio
|
Q4 2022
Reduced 92.94%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
6,386
shares
|
$1.51 Million
0.12% of portfolio
|
Q3 2024
Added 5.71%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Nov 14, 2024 Q3 2024 |
6,377
shares
|
$1.51 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
S. Muoio & Co. LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
6,368
shares
|
$1.51 Million
1.16% of portfolio
|
Q2 2022
Reduced 13.57%
|
|
|
Lockerman Financial Group, Inc.
|
Oct 15, 2024 Q3 2024 |
6,366
shares
|
$1.51 Million
2.65% of portfolio
|
Q3 2024
Added 5.14%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
6,338
shares
|
$1.5 Million
0.16% of portfolio
|
Q3 2024
Reduced 9.78%
|