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 |
|---|---|---|---|---|---|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
2,850
shares
|
$675,022
0.27% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
Nov 12, 2024 Q3 2024 |
2,847
shares
|
$674,311
0.31% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
2,834
shares
|
$671,232
2.54% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
S&T Bank
Indiana, PA |
Nov 13, 2024 Q3 2024 |
2,833
shares
|
$670,996
0.17% of portfolio
|
Q3 2024
Reduced 7.48%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Oct 18, 2024 Q3 2024 |
2,827
shares
|
$669,574
0.29% of portfolio
|
Q3 2024
Added 11.52%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Oct 09, 2024 Q3 2024 |
2,826
shares
|
$669,338
0.13% of portfolio
|
Q3 2024
Reduced 9.1%
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Oct 30, 2024 Q3 2024 |
2,802
shares
|
$663,653
0.33% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Mizuho Bank, Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
2,800
shares
|
$663,180
0.13% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Oct 15, 2024 Q3 2024 |
2,785
shares
|
$659,627
1.45% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Oct 18, 2024 Q3 2024 |
2,775
shares
|
$657,258
0.28% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
2,768
shares
|
$655,600
0.82% of portfolio
|
Q3 2023
Added 2.29%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Oct 24, 2024 Q3 2024 |
2,747
shares
|
$650,626
0.3% of portfolio
|
Q1 2024
Reduced 30.4%
|
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
2,737
shares
|
$648,258
0.84% of portfolio
|
Q1 2024
Reduced 15.81%
|
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2024 Q3 2024 |
2,732
shares
|
$647,074
0.31% of portfolio
|
Q2 2024
Reduced 92.35%
|
|
|
Financial Architects, LLC
Woodstock, GA |
Oct 23, 2024 Q3 2024 |
2,715
shares
|
$643,047
0.41% of portfolio
|
Q3 2024
Reduced 14.62%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
2,707
shares
|
$641,152
0.34% of portfolio
|
Q3 2022
Reduced 5.97%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Oct 28, 2024 Q3 2024 |
2,698
shares
|
$639,021
0.47% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 28, 2024 Q3 2024 |
2,681
shares
|
$634,994
0.41% of portfolio
|
Q3 2024
Reduced 30.92%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Nov 07, 2024 Q3 2024 |
2,676
shares
|
$633,810
0.45% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
2,669
shares
|
$632,152
0.28% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Tkg Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
2,660
shares
|
$630,021
0.31% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Oct 23, 2024 Q3 2024 |
2,640
shares
|
$625,284
0.21% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
True Link Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
2,633
shares
|
$623,626
0.05% of portfolio
|
Q3 2024
Reduced 6.76%
|
|
|
Stegner Investment Associates Inc.
|
Oct 11, 2024 Q3 2024 |
2,624
shares
|
$621,494
0.42% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Avalon Advisory Group
Wexford, PA |
Nov 14, 2024 Q3 2024 |
2,622
shares
|
$621,020
0.28% of portfolio
|
Q2 2024
Reduced 6.79%
|