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 |
|---|---|---|---|---|---|
|
Swisspartners Advisors LTD
Zurich, V8 |
Oct 29, 2024 Q3 2024 |
2,188
shares
|
$518,227
0.4% of portfolio
|
Q1 2024
New holding
|
|
|
Wallace Hart LLC
Lexington, KY |
Nov 12, 2024 Q3 2024 |
2,166
shares
|
$513,017
0.38% of portfolio
|
Q3 2024
Added 102.05%
|
|
|
Life Guide Financial Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
2,165
shares
|
$512,780
0.22% of portfolio
|
Q3 2024
Reduced 15.46%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
2,156
shares
|
$510,648
0.31% of portfolio
|
Q1 2024
Reduced 1.6%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Nov 12, 2024 Q3 2024 |
2,156
shares
|
$510,648
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Orcam Financial Group
Encinitas, CA |
Nov 14, 2024 Q3 2024 |
2,149
shares
|
$508,990
0.49% of portfolio
|
Q4 2023
Reduced 8.51%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
2,144
shares
|
$507,806
0.4% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
Aug 04, 2023 Q2 2023 |
2,129
shares
|
$504,253
1.0% of portfolio
|
Q2 2023
Added 6.4%
|
|
|
Keene & Associates, Inc.
|
Oct 22, 2024 Q3 2024 |
2,121
shares
|
$502,358
0.38% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Oct 23, 2024 Q3 2024 |
2,121
shares
|
$502,358
0.52% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Oct 21, 2024 Q3 2024 |
2,121
shares
|
$502,358
0.13% of portfolio
|
Q3 2024
Reduced 6.85%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Nov 14, 2024 Q3 2024 |
2,119
shares
|
$501,885
0.05% of portfolio
|
Q3 2024
Reduced 20.13%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Oct 24, 2024 Q3 2024 |
2,118
shares
|
$501,648
0.34% of portfolio
|
Q3 2024
Reduced 3.99%
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
Nov 07, 2024 Q3 2024 |
2,117
shares
|
$501,411
0.2% of portfolio
|
Q2 2024
Reduced 10.52%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
2,105
shares
|
$498,569
0.33% of portfolio
|
Q2 2024
Added 6.58%
|
|
|
Stack Financial Management, Inc
|
Nov 04, 2024 Q3 2024 |
2,101
shares
|
$497,621
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Nfc Investments, LLC
Memphis, TN |
Nov 14, 2024 Q3 2024 |
2,100
shares
|
$497,385
0.15% of portfolio
|
Q3 2024
Reduced 33.35%
|
|
|
Alpha Square Group S, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,100
shares
|
$497,385
0.51% of portfolio
|
Q3 2024
Added 31.25%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Nov 14, 2024 Q3 2024 |
2,100
shares
|
$497,385
0.06% of portfolio
|
Q3 2024
Reduced 94.47%
|
|
|
Virtus Family Office LLC
El Paso, TX |
Nov 12, 2024 Q3 2024 |
2,100
shares
|
$497,385
0.65% of portfolio
|
Q2 2024
Reduced 0.71%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
2,083
shares
|
$493,358
0.27% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Sunesis Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
2,081
shares
|
$492,884
0.29% of portfolio
|
Q1 2024
Reduced 56.01%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Oct 16, 2024 Q3 2024 |
2,072
shares
|
$490,753
0.12% of portfolio
|
Q3 2024
Reduced 48.86%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 13, 2024 Q3 2024 |
2,051
shares
|
$485,779
0.37% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
2,047
shares
|
$484,831
0.13% of portfolio
|
Q3 2024
Reduced 10.88%
|