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Apple Inc COM

CUSIP: 37833100 | 462 institutional holders

Quarters

Q3 2016Q2 2016Q1 2016Q4 2015Q3 2015
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Institutional Holders — Q3 2016

CIBC World Markets Corp1,596,248
0.2% of portfolio›$180.5K
HL Financial Services LLC1,362,367
0.1% of portfolio›$154.0K
Tesco Pension Investment Ltd1,196,491
3.5% of portfolio›$135.3M
Forsta Ap-Fonden707,786
2.2% of portfolio›$80.0K
Jupiter Asset Management LTD568,825
0.0% of portfolio›$64.3K
Braun Stacey Associates Inc395,564
0.0% of portfolio›$44.7K
Parsons Capital Management Inc366,137
0.2% of portfolio›$41.4K
Dana Investment Advisors, Inc.364,153
0.0% of portfolio›$41.2K
Destination Wealth Management337,014
0.1% of portfolio›$38.1K
Denver Investment Advisors LLC316,148
0.0% of portfolio›$35.7K
Westwood Holdings Group Inc306,685
0.0% of portfolio›$34.7K
Northeast Investment Management297,138
0.1% of portfolio›$33.6K
ZWJ Investment Counsel Inc214,899
0.1% of portfolio›$24.3K
Mariner, LLC199,489
0.1% of portfolio›$22.6K
Valley Wealth Managers, Inc.174,398
0.1% of portfolio›$19.7K
Alexandria Capital, LLC169,441
0.1% of portfolio›$19.2K
Alerus Financial NA160,263
0.2% of portfolio›$18.1K
Wade G W & Inc148,360
0.2% of portfolio›$16.8K
Tower Bridge Advisors145,842
2.0% of portfolio›$16.5M
Bedrijfstakpensioenfonds Voor de Media PNO137,820
0.0% of portfolio›$15.6K
Estabrook Capital Management122,801
2.0% of portfolio›$13.9M
Hudson Edge Investment Partners Inc.120,186
0.0% of portfolio›$13.6K
Fairbanks Capital Management, Inc.113,712
13.9% of portfolio›$12.9K
Horan Capital Management111,943
0.1% of portfolio›$12.7K
Rail-Splitter Capital Management, LLC108,915
0.1% of portfolio›$12.3K
Beacon Trust Co108,408
0.0% of portfolio›$12.3K
Paradigm Financial Advisors, LLC101,510
0.6% of portfolio›$11.5K
Hendershot Investments Inc.92,473
0.1% of portfolio›$10.5K
Convergence Investment Partners, LLC91,411
0.1% of portfolio›$10.3K
Fulton Breakefield Broenniman LLC91,071
0.2% of portfolio›$10.3K
HighPoint Advisor Group LLC88,789
0.5% of portfolio›$9.8K
Braver Wealth Management, LLC82,351
0.1% of portfolio›$9.3K
IQ EQ Fund Management (Ireland) Ltd81,599
1.8% of portfolio›$9.9K
Stonebridge Capital Management Inc76,341
0.1% of portfolio›$8.6K
BAR Harbor Wealth Management74,638
0.0% of portfolio›$8.4K
WealthTrust Fairport, LLC71,651
0.1% of portfolio›$8.1K
M Holdings Securities, Inc.65,885
0.2% of portfolio›$7.4K
CenturyLink Investment Management Co65,128
0.1% of portfolio›$7.4K
Morris Capital Advisors, LLC64,666
0.1% of portfolio›$7.3K
SignalPoint Asset Management, LLC61,097
0.2% of portfolio›$6.9K
Security National Trust Co57,191
2.4% of portfolio›$6.5K
Valley National Advisers Inc57,182
0.3% of portfolio›$6.5K
Atlantic Union Bankshares Corp49,542
0.1% of portfolio›$5.6K
Pbwm Holdings, LLC47,809
1.0% of portfolio›$5.4K
Trust Co45,152
0.1% of portfolio›$5.1K
Eagle Capital Management, LLC40,820
0.1% of portfolio›$4.6K
Trust Co of Oklahoma40,741
2.5% of portfolio›$4.6M
Barrington Strategic Wealth Management Group LLC39,989
0.2% of portfolio›$4.5K
Keel Point, LLC38,985
0.2% of portfolio›$4.4K
RiverPoint Capital Management, LLC38,522
0.0% of portfolio›$4.4K
Macnealy Hoover Investment Management Inc36,475
0.1% of portfolio›$4.1K
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC33,547
0.3% of portfolio›$3.8K
Reliant Investment Management, LLC33,241
1.2% of portfolio›$3.8K
Waldron Private Wealth LLC33,084
0.0% of portfolio›$3.7K
Beacon Financial Group31,951
0.2% of portfolio›$3.6K
Migdal Insurance & Financial Holdings Ltd.28,700
0.0% of portfolio›$3.2K
Capital Advantage, Inc.27,932
0.3% of portfolio›$3.2K
Riggs Asset Managment Co. Inc.27,853
0.1% of portfolio›$3.1K
Ifrah Financial Services, Inc.27,171
0.0% of portfolio›$3.1K
Sterling Investment Management, LLC27,074
0.1% of portfolio›$3.1K
Kingfisher Capital LLC26,965
0.1% of portfolio›$3.0K
Tanaka Capital Management Inc26,291
0.4% of portfolio›$3.0K
Nelson Capital Management, LLC25,540
0.0% of portfolio›$2.9K
Carlton Hofferkamp & Jenks Wealth Management, LLC25,354
0.1% of portfolio›$2.9K
Ariel Capital Advisors, LLC24,838
0.1% of portfolio›$2.8K
Bank Hapoalim BM24,398
0.0% of portfolio›$2.8K
Fiduciary Financial Services of the Southwest Inc24,387
0.0% of portfolio›$2.8K
Partnervest Advisory Services LLC23,967
0.1% of portfolio›$2.7K
Leisure Capital Management23,730
0.1% of portfolio›$2.7K
Asset Management Group, Inc.23,395
0.1% of portfolio›$2.6K
Nations Financial Group Inc,23,121
0.1% of portfolio›$2.6K
Boltwood Capital Management23,054
0.1% of portfolio›$2.6K
Northstar Investment Advisors LLC20,400
0.5% of portfolio›$2.4K
Tillar-Wenstrup Advisors, LLC19,900
0.2% of portfolio›$2.3K
Front Street Capital Management, Inc.19,524
0.0% of portfolio›$2.2K
Cahill Financial Advisors Inc19,165
0.1% of portfolio›$2.2K
Blue Edge Capital, LLC19,158
1.2% of portfolio›$2.2M
Acropolis Investment Management, LLC19,030
0.1% of portfolio›$2.2K
Blue Bell Private Wealth Management, LLC18,681
0.5% of portfolio›$2.1K
IMA Advisory Services, Inc.18,618
0.0% of portfolio›$2.1K
Herald Investment Management Ltd17,635
0.0% of portfolio›$2.0K
Godshalk Welsh Capital Management, Inc.16,340
0.0% of portfolio›$1.8K
Lenox Wealth Advisors, Inc.16,009
0.0% of portfolio›$1.8K
Fragasso Financial Advisors Inc15,734
0.1% of portfolio›$1.8K
Welch Group, LLC15,629
0.0% of portfolio›$1.8K
Montage Investments, LLC15,577
0.1% of portfolio›$1.8K
CMT Capital Markets Trading GmbH15,558
0.1% of portfolio›$1.8K
Financial Advisory Group15,143
0.0% of portfolio›$1.7K
Benchmark Capital Advisors14,912
0.0% of portfolio›$1.7K
Clarius Group, LLC14,044
0.0% of portfolio›$1.6K
RKL Wealth Management LLC13,872
0.0% of portfolio›$1.6K
Clal Insurance Enterprises Holdings Ltd13,500
0.0% of portfolio›$1.5K
Elkhorn Partners Limited Partnership11,110
0.0% of portfolio›$1.3K
Lenox Wealth Management, Inc.10,541
0.3% of portfolio›$1.2K
Emerald Advisers, LLC10,427
0.0% of portfolio›$1.2K
Burt Wealth Advisors10,293
0.2% of portfolio›$1.2K
Waverly Advisors, LLC9,995
0.1% of portfolio›$1.1K
Family Firm, Inc.9,640
0.1% of portfolio›$1.1K
Colorado Capital Management, Inc.8,668
0.1% of portfolio›$980
Doolittle & Ganos Investment Counsel, LLC8,641
0.2% of portfolio›$977
Gemmer Asset Management LLC7,325
0.0% of portfolio›$828
FormulaFolio Investments, LLC6,959
0.0% of portfolio›$787
Jump Trading, LLC6,365
0.1% of portfolio›$720
Verus Financial Partners, Inc.6,019
0.0% of portfolio›$680
Groesbeck Investment Management Corp5,624
0.0% of portfolio›$636
Spero-Smith Investment Advisers Inc5,299
0.8% of portfolio›$600
Courage Miller Partners, LLC5,240
0.4% of portfolio›$592
Reik & Co., LLC5,066
0.1% of portfolio›$573
Barton Investment Management4,885
0.0% of portfolio›$552
Schneider Downs Wealth Management Advisors, LP4,433
0.3% of portfolio›$501
Starfire Investment Advisers, Inc.3,834
0.3% of portfolio›$433.4K
Ithaka Group LLC3,500
0.0% of portfolio›$396
Capital Wealth Planning, LLC2,975
0.0% of portfolio›$336
ETF Portfolio Partners, Inc.2,520
0.2% of portfolio›$285
Sharkey, Howes & Javer1,595
0.0% of portfolio›$180
Menora Mivtachim Holdings Ltd.1,370
0.0% of portfolio›$155
Crow Point Partners, LLC1,168
0.0% of portfolio›$131
BSW Wealth Partners1,140
0.3% of portfolio›$10.1K
StyleTurnoverLocationFiled
CIBC World Markets Corp
1,596,248$180.5K0.2%GrowthLowNew York, NY2016-11-14
HL Financial Services LLC
1,362,367$154.0K0.1%N/AN/ALouisville, KY2016-10-25
Tesco Pension Investment Ltd
1,196,491$135.3M3.5%N/AN/ALondon, United Kingdom2016-10-21
Forsta Ap-Fonden
707,786$80.0K2.2%Deep ValueLowStockholm, Sweden2016-12-09
Jupiter Asset Management LTD
568,825$64.3K0.0%CoreHighLondon, United Kingdom2016-11-14
Braun Stacey Associates Inc
395,564$44.7K0.0%MomentumMediumNew York, NY2016-11-29
Parsons Capital Management Inc
366,137$41.4K0.2%CoreLowProvidence, RI2016-11-04
Dana Investment Advisors, Inc.
364,153$41.2K0.0%GARPMediumBrookfield, WI2016-11-15
Destination Wealth Management
337,014$38.1K0.1%CoreVery LowWalnut Creek, CA2016-11-14
Denver Investment Advisors LLC
316,148$35.7K0.0%N/AN/ADenver, CO2016-11-10
Westwood Holdings Group Inc
306,685$34.7K0.0%ValueMediumDallas, TX2016-11-15
Northeast Investment Management
297,138$33.6K0.1%GrowthVery LowBoston, MA2016-11-01
ZWJ Investment Counsel Inc
214,899$24.3K0.1%CoreLowAtlanta, GA2016-11-14
Mariner, LLC
199,489$22.6K0.1%GrowthLowOverland Park, KS2016-11-14
Valley Wealth Managers, Inc.
174,398$19.7K0.1%GARPMediumParamus, NJ2016-11-09
Alexandria Capital, LLC
169,441$19.2K0.1%N/AN/AAlexandria, VA2016-11-15
Alerus Financial NA
160,263$18.1K0.2%CoreLowGrand Forks, ND2016-11-10
Wade G W & Inc
148,360$16.8K0.2%N/AN/AWellesley, MA2016-11-01
Tower Bridge Advisors
145,842$16.5M2.0%CoreLowWest Conshohocken, PA2016-10-27
Bedrijfstakpensioenfonds Voor de Media PNO
137,820$15.6K0.0%N/AN/AHilversum, Philippines2016-10-31
Estabrook Capital Management
122,801$13.9M2.0%CoreVery LowNew York, NY2016-11-14
Hudson Edge Investment Partners Inc.
120,186$13.6K0.0%Deep ValueMediumJersey City, NJ2016-11-08
Fairbanks Capital Management, Inc.
113,712$12.9K13.9%CoreLowRancho Santa Fe, CA2016-10-17
Horan Capital Management
111,943$12.7K0.1%N/AN/ABaltimore, MD2016-10-27
Rail-Splitter Capital Management, LLC
108,915$12.3K0.1%N/AN/AChicago, IL2016-10-27
Beacon Trust Co
108,408$12.3K0.0%N/AN/AMorristown, NJ2016-11-10
Paradigm Financial Advisors, LLC
101,510$11.5K0.6%N/AN/ADes Peres, MO2016-10-25
Hendershot Investments Inc.
92,473$10.5K0.1%CoreLowCentreville, VA2016-11-01
Convergence Investment Partners, LLC
91,411$10.3K0.1%GARPHighPalm Beach Gardens, FL2016-11-10
Fulton Breakefield Broenniman LLC
91,071$10.3K0.2%GrowthLowBethesda, MD2016-10-27
HighPoint Advisor Group LLC
88,789$9.8K0.5%ETFHighDowners Grove, IL2016-11-21
Braver Wealth Management, LLC
82,351$9.3K0.1%N/AN/ANeedham, MA2016-10-26
IQ EQ Fund Management (Ireland) Ltd
81,599$9.9K1.8%CoreMediumDublin 2, Lithuania2016-11-14
Stonebridge Capital Management Inc
76,341$8.6K0.1%CoreVery LowLos Angeles, CA2016-10-17
BAR Harbor Wealth Management
74,638$8.4K0.0%CoreLowConcord, NH2016-10-14
WealthTrust Fairport, LLC
71,651$8.1K0.1%N/AN/ACleveland, OH2016-11-02
M Holdings Securities, Inc.
65,885$7.4K0.2%ETFHighPortland, OR2016-11-23
CenturyLink Investment Management Co
65,128$7.4K0.1%ETFN/ADenver, CO2016-10-12
Morris Capital Advisors, LLC
64,666$7.3K0.1%N/AN/AMalvern, PA2016-11-14
SignalPoint Asset Management, LLC
61,097$6.9K0.2%Agg GrowthVery LowSpringfield, MO2016-11-01
Security National Trust Co
57,191$6.5K2.4%N/AN/AWheeling, WV2016-10-25
Valley National Advisers Inc
57,182$6.5K0.3%ETFLowBethlehem, PA2016-11-01
Atlantic Union Bankshares Corp
49,542$5.6K0.1%IndexLowGlen Allen, VA2016-10-14
Pbwm Holdings, LLC
47,809$5.4K1.0%N/AN/AYork, PA2016-11-04
Trust Co
45,152$5.1K0.1%ETFVery LowManhattan, KS2016-10-19
Eagle Capital Management, LLC
40,820$4.6K0.1%GrowthVery LowMandeville, LA2016-10-20
Trust Co of Oklahoma
40,741$4.6M2.5%MomentumLowTulsa, OK2016-10-07
Barrington Strategic Wealth Management Group LLC
39,989$4.5K0.2%N/AN/AChicago, IL2016-11-14
Keel Point, LLC
38,985$4.4K0.2%ETFLowHuntsville, AL2016-11-15
RiverPoint Capital Management, LLC
38,522$4.4K0.0%N/AN/ACincinnati, OH2016-11-10
Macnealy Hoover Investment Management Inc
36,475$4.1K0.1%N/AN/ACanton, OH2016-10-11
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC
33,547$3.8K0.3%N/AN/ASacramento, CA2016-11-14
Reliant Investment Management, LLC
33,241$3.8K1.2%GrowthMediumMemphis, TN2016-11-16
Waldron Private Wealth LLC
33,084$3.7K0.0%ETFVery LowBridgeville, PA2016-11-14
Beacon Financial Group
31,951$3.6K0.2%ETFMediumDallas, TX2016-10-03
Migdal Insurance & Financial Holdings Ltd.
28,700$3.2K0.0%GrowthHighPetach Tikva, Luxembourg2016-11-09
Capital Advantage, Inc.
27,932$3.2K0.3%ETFMediumWalnut Creek, CA2016-11-02
Riggs Asset Managment Co. Inc.
27,853$3.1K0.1%GrowthMediumDallas, PA2016-11-10
Ifrah Financial Services, Inc.
27,171$3.1K0.0%ETFLowLittle Rock, AR2016-11-07
Sterling Investment Management, LLC
27,074$3.1K0.1%CoreMediumTucson, AZ2016-10-25
Kingfisher Capital LLC
26,965$3.0K0.1%GrowthVery LowCharlotte, NC2016-11-15
Tanaka Capital Management Inc
26,291$3.0K0.4%GrowthVery LowNew York, NY2016-11-15
Nelson Capital Management, LLC
25,540$2.9K0.0%Agg GrowthVery LowMenlo Park, CA2016-10-27
Carlton Hofferkamp & Jenks Wealth Management, LLC
25,354$2.9K0.1%ETFLowThe Woodlands, TX2016-10-18
Ariel Capital Advisors, LLC
24,838$2.8K0.1%N/AN/ANaples, FL2016-10-26
Bank Hapoalim BM
24,398$2.8K0.0%Agg GrowthHighTel Aviv, Luxembourg2016-11-09
Fiduciary Financial Services of the Southwest Inc
24,387$2.8K0.0%N/AN/ADallas, TX2016-11-09
Partnervest Advisory Services LLC
23,967$2.7K0.1%N/AN/ASanta Barbara, CA2016-10-25
Leisure Capital Management
23,730$2.7K0.1%CoreLowCosta Mesa, CA2016-11-01
Asset Management Group, Inc.
23,395$2.6K0.1%ETFVery LowStamford, CT2016-11-14
Nations Financial Group Inc,
23,121$2.6K0.1%CoreLowCedar Rapids, IA2016-11-14
Boltwood Capital Management
23,054$2.6K0.1%ETFVery LowWalnut Creek, CA2016-10-05
Northstar Investment Advisors LLC
20,400$2.4K0.5%N/AN/ADenver, CO2016-10-28
Tillar-Wenstrup Advisors, LLC
19,900$2.3K0.2%N/AN/ACenterville, OH2016-11-02
Front Street Capital Management, Inc.
19,524$2.2K0.0%ValueMediumMissoula, MT2016-11-14
Cahill Financial Advisors Inc
19,165$2.2K0.1%ETFLowEdina, MN2016-11-14
Blue Edge Capital, LLC
19,158$2.2M1.2%ETFLowRichmond, VA2016-11-14
Acropolis Investment Management, LLC
19,030$2.2K0.1%ETFLowSt. Louis, MO2016-10-05
Blue Bell Private Wealth Management, LLC
18,681$2.1K0.5%YieldVery LowBlue Bell, PA2016-10-14
IMA Advisory Services, Inc.
18,618$2.1K0.0%ETFLowDenver, CO2016-12-08
Herald Investment Management Ltd
17,635$2.0K0.0%GrowthLowLondon, United Kingdom2016-11-14
Godshalk Welsh Capital Management, Inc.
16,340$1.8K0.0%CoreVery LowRadnor, PA2016-11-14
Lenox Wealth Advisors, Inc.
16,009$1.8K0.0%N/AN/ANew York, NY2016-10-05
Fragasso Financial Advisors Inc
15,734$1.8K0.1%ETFLowSewickley, PA2016-10-28
Welch Group, LLC
15,629$1.8K0.0%CoreVery LowBirmingham, AL2016-10-28
Montage Investments, LLC
15,577$1.8K0.1%N/AN/ALeawood, KS2016-11-10
CMT Capital Markets Trading GmbH
15,558$1.8K0.1%CoreVery HighChicago, IL2016-11-15
Financial Advisory Group
15,143$1.7K0.0%N/AN/AHouston, TX2016-11-02
Benchmark Capital Advisors
14,912$1.7K0.0%N/AN/ANew York, NY2016-11-10
Clarius Group, LLC
14,044$1.6K0.0%N/AN/ASeattle, WA2016-11-14
RKL Wealth Management LLC
13,872$1.6K0.0%ETFVery LowLancaster, PA2016-10-21
Clal Insurance Enterprises Holdings Ltd
13,500$1.5K0.0%ETFMediumTel-Aviv, Luxembourg2016-11-10
Elkhorn Partners Limited Partnership
11,110$1.3K0.0%ValueVery LowOmaha, NE2016-11-10
Lenox Wealth Management, Inc.
10,541$1.2K0.3%N/AN/ACincinnati, OH2016-11-16
Emerald Advisers, LLC
10,427$1.2K0.0%GrowthHighLeola, PA2016-10-27
Burt Wealth Advisors
10,293$1.2K0.2%N/AN/ANorth Bethesda, MD2016-10-26
Waverly Advisors, LLC
9,995$1.1K0.1%IndexLowBirmingham, AL2016-10-27
Family Firm, Inc.
9,640$1.1K0.1%N/AN/ABethesda, MD2016-11-08
Colorado Capital Management, Inc.
8,668$9800.1%ETFVery LowBoulder, CO2016-10-14
Doolittle & Ganos Investment Counsel, LLC
8,641$9770.2%N/AN/ACarmel, CA2016-11-09
Gemmer Asset Management LLC
7,325$8280.0%ETFLowWalnut Creek, CA2016-10-17
FormulaFolio Investments, LLC
6,959$7870.0%N/AN/AGrand Rapids, MI2016-11-08
Jump Trading, LLC
6,365$7200.1%N/AN/AChicago, IL2016-11-14
Verus Financial Partners, Inc.
6,019$6800.0%ETFVery LowRichmond, VA2016-10-13
Groesbeck Investment Management Corp
5,624$6360.0%GrowthVery LowGlen Rock, NJ2016-11-10
Spero-Smith Investment Advisers Inc
5,299$6000.8%N/AN/ACleveland, OH2016-10-31
Courage Miller Partners, LLC
5,240$5920.4%ETFVery LowNorfolk, VA2016-11-07
Reik & Co., LLC
5,066$5730.1%ValueVery LowNew York, NY2016-10-27
Barton Investment Management
4,885$5520.0%GrowthVery LowWest Conshohocken, PA2016-11-08
Schneider Downs Wealth Management Advisors, LP
4,433$5010.3%ETFVery LowPittsburgh, PA2016-10-18
Starfire Investment Advisers, Inc.
3,834$433.4K0.3%N/AN/ASouthfield, MI2016-10-17
Ithaka Group LLC
3,500$3960.0%MomentumMediumArlington, VA2016-11-14
Capital Wealth Planning, LLC
2,975$3360.0%CoreMediumNaples, FL2016-11-15
ETF Portfolio Partners, Inc.
2,520$2850.2%ETFVery LowLeawood, KS2016-10-11
Sharkey, Howes & Javer
1,595$1800.0%ETFMediumDenver, CO2016-11-02
Menora Mivtachim Holdings Ltd.
1,370$1550.0%GrowthMediumRamat Gan, Luxembourg2016-11-14
Crow Point Partners, LLC
1,168$1310.0%N/AN/AHingham, MA2016-11-16
BSW Wealth Partners
1,140$10.1K0.3%ETFLowBoulder, CO2016-11-10