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 |
|---|---|---|---|---|---|
|
Castleark Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
677,429
shares
|
$166 Million
6.21% of portfolio
|
Q4 2024
Added 16.86%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
673,739
shares
|
$165 Million
0.4% of portfolio
|
Q3 2022
Reduced 0.98%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
670,568
shares
|
$165 Million
15.42% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
669,967
shares
|
$165 Million
3.95% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
667,006
shares
|
$164 Million
3.47% of portfolio
|
Q4 2024
New holding
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
665,837
shares
|
$163 Million
2.63% of portfolio
|
Q4 2022
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
664,870
shares
|
$163 Million
3.51% of portfolio
|
Q4 2024
Added 64.33%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
664,314
shares
|
$163 Million
4.81% of portfolio
|
Q4 2023
New holding
|
|
|
Northeast Investment Management
|
Jan 28, 2025 Q4 2024 |
663,751
shares
|
$163 Million
7.59% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
663,700
shares
|
$163 Million
4.92% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Becker Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
662,944
shares
|
$163 Million
5.58% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
661,816
shares
|
$163 Million
8.12% of portfolio
|
Q4 2024
Reduced 6.38%
|
|
|
Argent Capital Management LLC
|
Jan 14, 2025 Q4 2024 |
659,476
shares
|
$162 Million
4.76% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
657,532
shares
|
$161 Million
4.98% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
657,360
shares
|
$161 Million
5.26% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Cullinan Associates Inc
|
Jan 24, 2025 Q4 2024 |
656,812
shares
|
$161 Million
10.69% of portfolio
|
Q4 2024
Reduced 12.93%
|
|
|
First American Bank
Dundee, IL |
Feb 05, 2025 Q4 2024 |
656,685
shares
|
$161 Million
11.59% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
654,345
shares
|
$161 Million
4.97% of portfolio
|
Q4 2024
Added 8.15%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
653,896
shares
|
$161 Million
2.24% of portfolio
|
Q4 2024
Added 4.3%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
652,688
shares
|
$160 Million
13.41% of portfolio
|
Q3 2023
Reduced 3.17%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
652,205
shares
|
$160 Million
4.59% of portfolio
|
Q4 2024
Added 25.26%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
650,634
shares
|
$160 Million
7.47% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
650,497
shares
|
$160 Million
1.97% of portfolio
|
Q4 2024
Reduced 5.22%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
640,436
shares
|
$157 Million
3.39% of portfolio
|
Q4 2023
Added 3.09%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
640,275
shares
|
$157 Million
2.27% of portfolio
|
Q4 2024
Added 1.47%
|