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 |
|---|---|---|---|---|---|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
6,333
shares
|
$1.5 Million
0.85% of portfolio
|
Q4 2023
Reduced 7.96%
|
|
|
Hyperion Capital Advisors LP
New York, NY |
Nov 13, 2024 Q3 2024 |
6,293
shares
|
$1.49 Million
0.71% of portfolio
|
Q1 2024
Added 4.07%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Nov 14, 2024 Q3 2024 |
6,286
shares
|
$1.49 Million
1.02% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Tom Russo
Gardner Russo & Quinn LLC
|
Nov 13, 2024 Q3 2024 |
6,274
shares
|
$1.49 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.72%
|
|
|
Black Point Wealth Management
Naples, FL |
Oct 18, 2024 Q3 2024 |
6,265
shares
|
$1.48 Million
1.69% of portfolio
|
Q3 2024
Reduced 26.92%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
6,255
shares
|
$1.48 Million
1.04% of portfolio
|
Q3 2024
Added 8.65%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
6,255
shares
|
$1.48 Million
1.04% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Nov 12, 2024 Q3 2024 |
6,237
shares
|
$1.48 Million
0.42% of portfolio
|
Q3 2024
Reduced 5.76%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
6,229
shares
|
$1.48 Million
0.57% of portfolio
|
Q3 2024
Reduced 36.57%
|
|
|
Highland Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
6,221
shares
|
$1.47 Million
0.52% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
6,214
shares
|
$1.47 Million
0.5% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Thompson Davis & Co., Inc.
|
Nov 08, 2024 Q3 2024 |
6,209
shares
|
$1.47 Million
1.1% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
6,189
shares
|
$1.47 Million
3.56% of portfolio
|
Q3 2024
Reduced 18.74%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Oct 03, 2024 Q3 2024 |
6,179
shares
|
$1.46 Million
0.33% of portfolio
|
Q2 2024
Reduced 1.28%
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
Nov 14, 2024 Q3 2024 |
6,170
shares
|
$1.46 Million
0.4% of portfolio
|
Q1 2024
Added 30.53%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
6,161
shares
|
$1.46 Million
0.58% of portfolio
|
Q3 2024
Added 9.39%
|
|
|
Asset Planning Corporation
|
Oct 21, 2024 Q3 2024 |
6,149
shares
|
$1.46 Million
0.94% of portfolio
|
Q2 2024
Reduced 29.47%
|
|
|
Goal Fusion Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
6,142
shares
|
$1.45 Million
0.79% of portfolio
|
Q2 2024
Reduced 1.19%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
6,137
shares
|
$1.45 Million
0.67% of portfolio
|
Q4 2023
Reduced 6.62%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Oct 18, 2024 Q3 2024 |
6,136
shares
|
$1.45 Million
0.86% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Silver Lake Advisory, LLC
|
Nov 08, 2024 Q3 2024 |
6,118
shares
|
$1.45 Million
0.32% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
6,112
shares
|
$1.45 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Greenhouse Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
6,107
shares
|
$1.45 Million
0.96% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Oct 31, 2024 Q3 2024 |
6,103
shares
|
$1.45 Million
0.67% of portfolio
|
Q2 2024
Reduced 3.22%
|
|
|
A.P. Gilfoyle & Co., L.P.
San Francisco, CA |
Jul 03, 2024 Q2 2024 |
6,100
shares
|
$1.44 Million
58.71% of portfolio
|
Q2 2024
Added 1.67%
|