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 |
|---|---|---|---|---|---|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Oct 08, 2024 Q3 2024 |
2,425
shares
|
$574,361
2.86% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Randolph CO Inc
Cincinnati, OH |
Oct 16, 2024 Q3 2024 |
2,411
shares
|
$571,045
0.07% of portfolio
|
Q4 2023
Added 34.09%
|
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
2,408
shares
|
$570,334
0.34% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Bruce Berkowitz
Fairholme Capital Management LLC | Miami, Fl
|
Nov 14, 2024 Q3 2024 |
2,400
shares
|
$568,440
0.04% of portfolio
|
Q3 2023
Reduced 43.66%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Oct 15, 2024 Q3 2024 |
2,397
shares
|
$567,729
0.59% of portfolio
|
Q3 2024
New holding
|
|
|
Tanglewood Wealth Management, Inc.
|
Oct 25, 2024 Q3 2024 |
2,393
shares
|
$566,782
0.07% of portfolio
|
Q3 2024
Reduced 51.18%
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Nov 05, 2024 Q3 2024 |
2,369
shares
|
$561,097
0.32% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 15, 2024 Q3 2024 |
2,359
shares
|
$558,729
0.22% of portfolio
|
Q2 2024
Reduced 10.95%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
2,353
shares
|
$557,308
0.33% of portfolio
|
Q4 2023
New holding
|
|
|
Wela Strategies, Inc.
|
Oct 17, 2024 Q3 2024 |
2,344
shares
|
$555,176
0.24% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Oct 24, 2024 Q3 2024 |
2,326
shares
|
$550,913
0.6% of portfolio
|
Q3 2024
Added 8.09%
|
|
|
Verity Wealth Advisors
|
Oct 02, 2024 Q3 2024 |
2,318
shares
|
$549,018
0.38% of portfolio
|
Q1 2024
Added 31.56%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
2,313
shares
|
$547,834
0.09% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
2,311
shares
|
$547,360
0.26% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 17, 2024 Q2 2024 |
2,309
shares
|
$546,886
0.39% of portfolio
|
Q2 2024
Reduced 75.6%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
2,308
shares
|
$546,649
0.61% of portfolio
|
Q1 2023
Reduced 70.98%
|
|
|
Kraft Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
2,306
shares
|
$546,176
0.44% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Oct 21, 2024 Q3 2024 |
2,288
shares
|
$541,912
0.46% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 25, 2024 Q3 2024 |
2,264
shares
|
$536,228
0.4% of portfolio
|
Q3 2024
Reduced 10.58%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Oct 24, 2024 Q3 2024 |
2,249
shares
|
$532,675
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Nov 12, 2024 Q3 2024 |
2,224
shares
|
$526,754
0.24% of portfolio
|
Q3 2024
Added 6.62%
|
|
|
Beacon Capital Management, Inc.
|
Oct 15, 2024 Q3 2024 |
2,219
shares
|
$525,570
0.02% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Nov 05, 2024 Q3 2024 |
2,208
shares
|
$522,964
0.21% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 07, 2024 Q3 2024 |
2,201
shares
|
$521,306
0.1% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Oct 16, 2024 Q3 2024 |
2,196
shares
|
$520,122
0.46% of portfolio
|
Q3 2024
Reduced 10.73%
|