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 |
|---|---|---|---|---|---|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
212,004
shares
|
$50.2 Million
4.76% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
211,745
shares
|
$50.2 Million
5.61% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Fagan Associates, Inc.
|
Nov 12, 2024 Q3 2024 |
211,659
shares
|
$50.1 Million
8.63% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Oct 15, 2024 Q3 2024 |
211,287
shares
|
$50 Million
5.23% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
211,074
shares
|
$50 Million
2.49% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
American Assets Investment Management, LLC
|
Nov 05, 2024 Q3 2024 |
210,000
shares
|
$49.7 Million
4.35% of portfolio
|
Q3 2020
Added 300.0%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
209,312
shares
|
$49.6 Million
2.95% of portfolio
|
Q3 2024
Reduced 20.76%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 03, 2025 Q3 2024 |
209,065
shares
|
$49.5 Million
4.92% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
208,310
shares
|
$49.3 Million
2.94% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Estabrook Capital Management
New York, NY |
Nov 13, 2024 Q3 2024 |
208,205
shares
|
$49.3 Million
7.23% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Blue Fin Capital, Inc.
|
Nov 05, 2024 Q3 2024 |
208,179
shares
|
$49.3 Million
9.38% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
208,075
shares
|
$49.3 Million
5.8% of portfolio
|
Q2 2024
Reduced 8.26%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
207,656
shares
|
$49.2 Million
6.53% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
207,429
shares
|
$49.1 Million
3.34% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
207,305
shares
|
$49.1 Million
6.0% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Btc Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
207,284
shares
|
$49.1 Million
4.31% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
207,271
shares
|
$49.1 Million
3.35% of portfolio
|
Q3 2024
Reduced 6.3%
|
|
|
Waycross Partners, LLC
Louisville, KY |
Nov 08, 2024 Q3 2024 |
207,105
shares
|
$49.1 Million
6.67% of portfolio
|
Q3 2024
Added 10.02%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
206,918
shares
|
$49 Million
2.26% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
206,529
shares
|
$48.9 Million
3.27% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 09, 2024 Q3 2024 |
205,599
shares
|
$48.7 Million
5.27% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
205,590
shares
|
$48.7 Million
2.0% of portfolio
|
Q3 2022
Added 6718.91%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
205,177
shares
|
$48.6 Million
3.61% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
205,069
shares
|
$48.6 Million
6.48% of portfolio
|
Q3 2022
Reduced 2.12%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
205,001
shares
|
$48.6 Million
3.69% of portfolio
|
Q3 2024
Reduced 2.84%
|