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 |
|---|---|---|---|---|---|
|
Whitcomb & Hess, Inc.
|
Oct 02, 2024 Q3 2024 |
3,513
shares
|
$832,054
0.26% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 23, 2024 Q3 2024 |
3,507
shares
|
$830,632
0.49% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Hoya Capital Real Estate, LLC
|
Nov 06, 2024 Q3 2024 |
3,500
shares
|
$828,975
15.13% of portfolio
|
Q4 2021
New holding
|
|
|
Phraction Management LLC
Stamford, CT |
Nov 06, 2024 Q3 2024 |
3,500
shares
|
$828,975
0.32% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
Oct 04, 2024 Q3 2024 |
3,500
shares
|
$828,975
0.75% of portfolio
|
Q1 2024
Reduced 3.42%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Oct 31, 2024 Q3 2024 |
3,497
shares
|
$828,264
0.24% of portfolio
|
Q3 2024
Added 59.68%
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
3,493
shares
|
$827,317
0.99% of portfolio
|
Q1 2024
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,489
shares
|
$826,369
0.43% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Nov 22, 2024 Q3 2024 |
3,486
shares
|
$825,659
0.67% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
Allie Family Office LLC
|
Jan 03, 2025 Q3 2024 |
3,481
shares
|
$824,474
0.44% of portfolio
|
Q3 2024
Added 22.96%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Oct 31, 2024 Q3 2024 |
3,476
shares
|
$823,290
0.62% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Raub Brock Capital Management LP
|
Oct 17, 2024 Q3 2024 |
3,470
shares
|
$821,869
0.17% of portfolio
|
Q1 2024
Reduced 30.57%
|
|
|
Scholtz & Company, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
3,450
shares
|
$817,132
0.39% of portfolio
|
Q3 2024
Added 54.36%
|
|
|
Salzhauer Michael
|
Nov 07, 2024 Q3 2024 |
3,418
shares
|
$809,553
0.38% of portfolio
|
Q4 2023
Reduced 0.29%
|
|
|
Darrow Company, Inc.
|
Oct 10, 2024 Q3 2024 |
3,401
shares
|
$805,526
0.47% of portfolio
|
Q3 2024
Added 20.22%
|
|
|
Vinland Capital Management Gestora De Recursos Ltda.
Sao Paulo, D5 |
Oct 25, 2024 Q3 2024 |
3,390
shares
|
$802,921
1.86% of portfolio
|
Q3 2024
Reduced 83.05%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Oct 24, 2024 Q3 2024 |
3,385
shares
|
$801,737
0.49% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
3,378
shares
|
$800,079
0.72% of portfolio
|
Q3 2024
Reduced 27.09%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
3,369
shares
|
$797,947
0.65% of portfolio
|
Q1 2023
Reduced 19.05%
|
|
|
Martin Capital Partners, LLC
|
Oct 15, 2024 Q3 2024 |
3,336
shares
|
$790,131
0.38% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Oct 23, 2024 Q3 2024 |
3,330
shares
|
$788,710
0.51% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
3,330
shares
|
$788,710
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
3,330
shares
|
$788,710
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Counterpoint Mutual Funds LLC
|
Nov 12, 2024 Q3 2024 |
3,328
shares
|
$788,236
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Ndwm LLC
La Jolla, CA |
Oct 22, 2024 Q3 2024 |
3,318
shares
|
$785,868
0.64% of portfolio
|
Q3 2024
Added 0.09%
|