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 |
|---|---|---|---|---|---|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,618
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
Reduced 94.13%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 01, 2024 Q3 2024 |
4,595
shares
|
$1.09 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Treasure Coast Financial Planning
|
Nov 12, 2024 Q3 2024 |
4,589
shares
|
$1.09 Million
0.66% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
4,589
shares
|
$1.09 Million
0.54% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Nov 07, 2024 Q3 2024 |
4,577
shares
|
$1.08 Million
0.95% of portfolio
|
Q3 2024
Added 85.53%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2024 Q3 2024 |
4,575
shares
|
$1.08 Million
0.78% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Oct 23, 2024 Q3 2024 |
4,563
shares
|
$1.08 Million
0.77% of portfolio
|
Q3 2024
Added 138.28%
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
4,555
shares
|
$1.08 Million
2.75% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Aj Advisors, LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
4,545
shares
|
$1.08 Million
0.54% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Oct 11, 2024 Q3 2024 |
4,533
shares
|
$1.07 Million
0.43% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Oct 29, 2024 Q3 2024 |
4,529
shares
|
$1.07 Million
0.48% of portfolio
|
Q3 2024
Reduced 4.79%
|
|
|
Websterrogers Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
4,507
shares
|
$1.07 Million
0.38% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Ted Buchan & CO
San Diego, CA |
Nov 01, 2024 Q3 2024 |
4,497
shares
|
$1.07 Million
0.5% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Stordahl Capital Management, Inc.
|
Oct 08, 2024 Q3 2024 |
4,467
shares
|
$1.06 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Boyd Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
4,459
shares
|
$1.06 Million
0.53% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Gimbal Financial
Carmel, IN |
Oct 25, 2024 Q3 2024 |
4,458
shares
|
$1.06 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
4,457
shares
|
$1.06 Million
0.38% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
4,455
shares
|
$1.06 Million
0.99% of portfolio
|
Q3 2022
Added 53.78%
|
|
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
Oct 24, 2024 Q3 2024 |
4,454
shares
|
$1.05 Million
0.83% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
4,443
shares
|
$1.05 Million
1.14% of portfolio
|
Q3 2022
Reduced 2.46%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Nov 06, 2024 Q3 2024 |
4,416
shares
|
$1.05 Million
0.71% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
4,413
shares
|
$1.05 Million
0.67% of portfolio
|
Q3 2024
Reduced 17.99%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
4,378
shares
|
$1.04 Million
0.7% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Unconventional Investor, LLC
|
Nov 15, 2024 Q3 2024 |
4,373
shares
|
$1.04 Million
0.66% of portfolio
|
Q3 2024
Added 6.71%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
4,369
shares
|
$1.03 Million
0.43% of portfolio
|
Q3 2024
Added 0.46%
|