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 |
|---|---|---|---|---|---|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
636,272
shares
|
$156 Million
4.99% of portfolio
|
Q4 2024
Reduced 3.84%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
635,471
shares
|
$156 Million
5.61% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jan 16, 2025 Q4 2024 |
632,876
shares
|
$155 Million
9.51% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Feb 07, 2025 Q4 2024 |
632,279
shares
|
$155 Million
0.84% of portfolio
|
Q4 2024
Added 34.37%
|
|
|
Braun Stacey Associates Inc
|
Jan 31, 2025 Q4 2024 |
631,429
shares
|
$155 Million
6.35% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
629,793
shares
|
$155 Million
6.92% of portfolio
|
Q4 2024
Reduced 6.72%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
626,881
shares
|
$154 Million
2.57% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Profund Advisors LLC
|
Feb 13, 2025 Q4 2024 |
626,601
shares
|
$154 Million
5.88% of portfolio
|
Q4 2024
Added 8.22%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
622,252
shares
|
$153 Million
4.78% of portfolio
|
Q3 2022
Added 3.99%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Jan 24, 2025 Q4 2024 |
621,494
shares
|
$153 Million
5.71% of portfolio
|
Q4 2024
Added 14.94%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Feb 14, 2025 Q4 2024 |
621,478
shares
|
$153 Million
1.24% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
620,816
shares
|
$152 Million
1.52% of portfolio
|
Q4 2024
Added 17.21%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
620,616
shares
|
$152 Million
5.21% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
618,975
shares
|
$152 Million
3.71% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Feb 13, 2025 Q4 2024 |
617,203
shares
|
$152 Million
0.73% of portfolio
|
Q4 2024
Reduced 40.19%
|
|
|
Harding Loevner LP
Bridgewater, NJ |
Feb 14, 2025 Q4 2024 |
615,811
shares
|
$151 Million
1.07% of portfolio
|
Q4 2024
Reduced 15.77%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
612,032
shares
|
$150 Million
2.79% of portfolio
|
Q4 2024
Added 21.85%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
611,946
shares
|
$150 Million
0.97% of portfolio
|
Q4 2024
Reduced 68.19%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
611,528
shares
|
$150 Million
7.95% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
610,442
shares
|
$150 Million
4.42% of portfolio
|
Q4 2024
Added 111.25%
|
|
|
Allianz Se
Munich, 2M |
Feb 12, 2025 Q4 2024 |
610,413
shares
|
$150 Million
4.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
605,770
shares
|
$149 Million
4.29% of portfolio
|
Q4 2024
Added 17.91%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
603,176
shares
|
$148 Million
2.35% of portfolio
|
Q4 2024
Added 17.26%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2025 Q4 2024 |
601,228
shares
|
$148 Million
10.98% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Holocene Advisors, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
600,000
shares
|
$147 Million
0.52% of portfolio
|
Q4 2024
New holding
|