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 |
|---|---|---|---|---|---|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Oct 16, 2024 Q3 2024 |
1,311
shares
|
$310,510
0.16% of portfolio
|
Q3 2024
Reduced 76.44%
|
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
Oct 15, 2024 Q3 2024 |
1,304
shares
|
$308,852
0.07% of portfolio
|
Q3 2024
Reduced 37.99%
|
|
|
Touchstone Capital, Inc.
|
Oct 15, 2024 Q3 2024 |
1,300
shares
|
$307,905
0.46% of portfolio
|
Q3 2023
Reduced 0.08%
|
|
|
Dsc Advisors, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,300
shares
|
$307,905
3.13% of portfolio
|
Q3 2024
Reduced 11.98%
|
|
|
Investment Management Associates Inc
|
Nov 04, 2024 Q3 2024 |
1,281
shares
|
$303,404
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Samjo Capital LLC
|
Nov 14, 2023 Q3 2023 |
1,280
shares
|
$303,168
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
One Advisory Partners, LLC
|
Oct 17, 2024 Q3 2024 |
1,278
shares
|
$302,694
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Life Advisors
|
Oct 21, 2024 Q3 2024 |
1,262
shares
|
$298,904
0.11% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Raymond James Trust Co. Of Nh
|
Nov 12, 2024 Q3 2024 |
1,251
shares
|
$296,299
2.4% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Compass Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
1,249
shares
|
$295,825
0.14% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
1,238
shares
|
$293,220
0.15% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Nov 07, 2024 Q3 2024 |
1,238
shares
|
$293,220
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
Oct 21, 2024 Q3 2024 |
1,215
shares
|
$287,772
0.16% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
Nov 14, 2024 Q3 2024 |
1,209
shares
|
$286,351
0.78% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Nov 01, 2024 Q3 2024 |
1,202
shares
|
$284,693
0.18% of portfolio
|
Q2 2023
New holding
|
|
|
Safir Wealth Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
1,200
shares
|
$284,220
0.22% of portfolio
|
Q2 2023
New holding
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
1,196
shares
|
$283,272
0.15% of portfolio
|
Q2 2024
Reduced 6.64%
|
|
|
Savior LLC
|
Oct 18, 2024 Q3 2024 |
1,177
shares
|
$278,772
1.52% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Cardinal Capital Management, Inc.
|
Oct 10, 2024 Q3 2024 |
1,175
shares
|
$278,298
0.01% of portfolio
|
Q2 2024
Reduced 11.32%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 18, 2024 Q3 2024 |
1,160
shares
|
$274,746
0.13% of portfolio
|
Q3 2024
Reduced 22.41%
|
|
|
Schaeffer Financial LLC
|
Oct 30, 2024 Q3 2024 |
1,157
shares
|
$274,035
0.27% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Applied Capital LLC
|
Oct 18, 2024 Q3 2024 |
1,153
shares
|
$273,088
0.14% of portfolio
|
Q3 2024
Reduced 6.87%
|
|
|
Eldred Rock Partners, LLC
San Antonio, TX |
Oct 04, 2024 Q3 2024 |
1,152
shares
|
$272,851
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 14, 2024 Q3 2024 |
1,146
shares
|
$271,430
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Wj Interests, LLC
Sugar Land, TX |
Oct 21, 2024 Q3 2024 |
1,140
shares
|
$270,009
0.14% of portfolio
|
Q3 2024
New holding
|