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 |
|---|---|---|---|---|---|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
5,389
shares
|
$1.28 Million
0.67% of portfolio
|
Q3 2024
Added 66.12%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
5,389
shares
|
$1.28 Million
0.66% of portfolio
|
Q2 2024
Reduced 4.08%
|
|
|
Flagship Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
5,367
shares
|
$1.27 Million
0.65% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2024 Q3 2024 |
5,360
shares
|
$1.27 Million
1.41% of portfolio
|
Q3 2024
Added 7.39%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 25, 2024 Q3 2024 |
5,331
shares
|
$1.26 Million
0.47% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
5,289
shares
|
$1.25 Million
0.44% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
5,279
shares
|
$1.25 Million
0.4% of portfolio
|
Q4 2023
Reduced 5.29%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 06, 2024 Q3 2024 |
5,268
shares
|
$1.25 Million
0.49% of portfolio
|
Q3 2024
Added 5.74%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2024 Q3 2024 |
5,254
shares
|
$1.24 Million
0.14% of portfolio
|
Q3 2024
Reduced 82.88%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
5,244
shares
|
$1.24 Million
0.71% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 24, 2024 Q3 2024 |
5,236
shares
|
$1.24 Million
0.75% of portfolio
|
Q3 2024
Reduced 10.42%
|
|
|
Total Wealth Planning, LLC
|
Oct 10, 2024 Q3 2024 |
5,233
shares
|
$1.24 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
5,232
shares
|
$1.24 Million
0.92% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
True Wealth Financial Partners
|
Nov 14, 2024 Q3 2024 |
5,210
shares
|
$1.23 Million
0.74% of portfolio
|
Q3 2023
Added 214.23%
|
|
|
Covey Capital Advisors, LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
5,187
shares
|
$1.23 Million
1.36% of portfolio
|
Q2 2024
Reduced 10.29%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
5,166
shares
|
$1.22 Million
0.9% of portfolio
|
Q2 2024
Added 14.75%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Oct 29, 2024 Q3 2024 |
5,160
shares
|
$1.22 Million
0.53% of portfolio
|
Q3 2024
Reduced 7.06%
|
|
|
Green Alpha Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
5,146
shares
|
$1.22 Million
0.97% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
5,136
shares
|
$1.22 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Portland Investment Counsel Inc.
Burlington, A6 |
Nov 14, 2024 Q3 2024 |
5,134
shares
|
$1.22 Million
0.48% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 29, 2024 Q3 2024 |
5,125
shares
|
$1.21 Million
0.8% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 28, 2024 Q3 2024 |
5,113
shares
|
$1.21 Million
0.62% of portfolio
|
Q3 2024
Reduced 16.58%
|
|
|
Hunter Perkins Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
5,111
shares
|
$1.21 Million
0.24% of portfolio
|
Q2 2024
Reduced 2.85%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Nov 13, 2024 Q3 2024 |
5,099
shares
|
$1.21 Million
0.71% of portfolio
|
Q3 2024
Reduced 7.66%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Nov 07, 2024 Q3 2024 |
5,092
shares
|
$1.21 Million
0.5% of portfolio
|
Q3 2024
New holding
|