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 |
|---|---|---|---|---|---|
|
Community Trust & Investment CO
|
Oct 22, 2024 Q3 2024 |
372,795
shares
|
$88.3 Million
5.6% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
372,556
shares
|
$88.2 Million
7.63% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
372,033
shares
|
$88.1 Million
1.8% of portfolio
|
Q1 2024
Added 0.15%
|
|
|
Guo Line Advisory Pte LTD
Singapore, U0 |
Oct 03, 2024 Q3 2024 |
371,700
shares
|
$88 Million
8.82% of portfolio
|
Q2 2023
Added 21.87%
|
|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
370,553
shares
|
$87.8 Million
9.78% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
369,901
shares
|
$87.6 Million
6.45% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
369,159
shares
|
$87.4 Million
4.67% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
368,983
shares
|
$87.4 Million
3.97% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
368,336
shares
|
$87.2 Million
6.6% of portfolio
|
Q3 2024
Added 21.97%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
367,977
shares
|
$87.2 Million
4.71% of portfolio
|
Q4 2022
Reduced 1.04%
|
|
|
Main Street Research LLC
Sausalito, CA |
Nov 12, 2024 Q3 2024 |
367,344
shares
|
$87 Million
5.49% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Ars Investment Partners, LLC
|
Oct 16, 2024 Q3 2024 |
366,907
shares
|
$86.9 Million
8.75% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
366,516
shares
|
$86.8 Million
1.95% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
366,327
shares
|
$86.8 Million
4.8% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Belmont Capital, LLC
|
Nov 07, 2024 Q3 2024 |
365,671
shares
|
$86.6 Million
14.59% of portfolio
|
Q3 2024
Reduced 17.44%
|
|
|
Weatherly Asset Management L. P.
|
Oct 28, 2024 Q3 2024 |
365,668
shares
|
$86.6 Million
7.49% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Welch Group, LLC
|
Oct 24, 2024 Q3 2024 |
363,921
shares
|
$86.2 Million
3.69% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
363,646
shares
|
$86.1 Million
7.11% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
362,097
shares
|
$85.8 Million
4.21% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
360,218
shares
|
$85.3 Million
10.25% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Mcdaniel Terry & CO
|
Oct 23, 2024 Q3 2024 |
360,084
shares
|
$85.3 Million
7.03% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Nov 12, 2024 Q3 2024 |
359,348
shares
|
$85.1 Million
4.35% of portfolio
|
Q3 2024
Added 17.1%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
359,159
shares
|
$85.1 Million
0.86% of portfolio
|
Q2 2023
Added 3741.68%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
359,027
shares
|
$85 Million
3.7% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
358,675
shares
|
$85 Million
3.03% of portfolio
|
Q3 2024
Reduced 0.69%
|