Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,236 institutions that hold shares in the stock, with a total of 9.05 Billion shares, which have been reported (via 13F filing form) to have a value of $2.22 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
995,754
shares
|
$245 Million
4.4% of portfolio
|
Q4 2024
Reduced 8.01%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
995,287
shares
|
$244 Million
8.33% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Feb 10, 2025 Q4 2024 |
980,886
shares
|
$241 Million
1.23% of portfolio
|
Q4 2024
Added 18.61%
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Feb 10, 2025 Q4 2024 |
971,086
shares
|
$238 Million
3.29% of portfolio
|
Q4 2024
Added 7.9%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
970,615
shares
|
$238 Million
11.27% of portfolio
|
Q3 2022
Reduced 0.67%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
970,615
shares
|
$238 Million
3.53% of portfolio
|
Q4 2024
Added 7.76%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
966,669
shares
|
$237 Million
4.0% of portfolio
|
Q3 2022
Added 3.37%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
959,519
shares
|
$236 Million
2.95% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
952,107
shares
|
$234 Million
3.29% of portfolio
|
Q4 2024
Added 9.71%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
942,749
shares
|
$231 Million
4.41% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
Jan 22, 2025 Q4 2024 |
941,021
shares
|
$231 Million
2.93% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Silvant Capital Management LLC
|
Feb 13, 2025 Q4 2024 |
940,792
shares
|
$231 Million
10.03% of portfolio
|
Q4 2024
Reduced 3.84%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
934,338
shares
|
$229 Million
2.71% of portfolio
|
Q4 2024
Added 7.07%
|
|
|
Hartford Investment Management CO
|
Jan 29, 2025 Q4 2024 |
934,023
shares
|
$229 Million
7.82% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Commerzbank Aktiengesellschaft
|
Feb 06, 2025 Q4 2024 |
931,871
shares
|
$229 Million
5.62% of portfolio
|
Q4 2024
Added 57.52%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
930,782
shares
|
$229 Million
13.32% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
923,509
shares
|
$227 Million
4.73% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
922,824
shares
|
$227 Million
8.24% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
919,211
shares
|
$226 Million
8.06% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
907,577
shares
|
$223 Million
3.85% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Abeille Asset Management Sa
|
Jan 20, 2023 Q4 2022 |
904,418
shares
|
$222 Million
4.22% of portfolio
|
Q4 2022
Reduced 27.12%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
893,599
shares
|
$219 Million
7.65% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
893,366
shares
|
$219 Million
4.43% of portfolio
|
Q4 2024
Added 5.42%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
892,455
shares
|
$219 Million
1.84% of portfolio
|
Q1 2024
Reduced 3.19%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
892,061
shares
|
$219 Million
2.87% of portfolio
|
Q4 2024
Reduced 2.37%
|