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 |
|---|---|---|---|---|---|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
536,460
shares
|
$132 Million
0.75% of portfolio
|
Q3 2024
Added 16.66%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Feb 10, 2025 Q4 2024 |
535,565
shares
|
$132 Million
12.8% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Covea Finance
|
Jan 14, 2025 Q4 2024 |
535,442
shares
|
$131 Million
6.06% of portfolio
|
Q4 2024
Added 13.33%
|
|
|
Ami Asset Management Corp
|
Jan 16, 2025 Q4 2024 |
534,873
shares
|
$131 Million
7.33% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
534,397
shares
|
$131 Million
2.56% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Chicago Capital, LLC
|
Jan 24, 2025 Q4 2024 |
531,753
shares
|
$131 Million
3.56% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
530,032
shares
|
$130 Million
5.27% of portfolio
|
Q3 2022
Reduced 0.27%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
529,758
shares
|
$130 Million
16.8% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
529,433
shares
|
$130 Million
6.1% of portfolio
|
Q3 2022
Reduced 0.17%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Feb 06, 2025 Q4 2024 |
527,427
shares
|
$130 Million
6.69% of portfolio
|
Q4 2024
Added 46.77%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
Feb 12, 2025 Q4 2024 |
527,172
shares
|
$129 Million
7.12% of portfolio
|
Q4 2024
Added 13.36%
|
|
|
Railway Pension Investments LTD
London, X0 |
Feb 12, 2025 Q4 2024 |
527,152
shares
|
$129 Million
1.78% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
|
Private Wealth Partners, LLC
|
Jan 31, 2025 Q4 2024 |
525,335
shares
|
$129 Million
10.17% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
524,986
shares
|
$129 Million
8.95% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
524,466
shares
|
$129 Million
6.74% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
524,093
shares
|
$129 Million
6.16% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
517,401
shares
|
$127 Million
0.2% of portfolio
|
Q4 2024
Added 140.64%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Feb 11, 2025 Q4 2024 |
516,330
shares
|
$127 Million
5.05% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
513,801
shares
|
$126 Million
3.82% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
512,794
shares
|
$126 Million
32.99% of portfolio
|
Q3 2022
Added 3.55%
|
|
|
Prospect Hill Management, LLC
|
Feb 10, 2025 Q4 2024 |
512,031
shares
|
$126 Million
56.52% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Oak Ridge Investments LLC
|
Jan 15, 2025 Q4 2024 |
510,813
shares
|
$125 Million
10.26% of portfolio
|
Q4 2024
Added 5.89%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
509,203
shares
|
$125 Million
4.99% of portfolio
|
Q4 2022
Reduced 1.66%
|
|
|
Moore Capital Management, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
509,062
shares
|
$125 Million
1.64% of portfolio
|
Q4 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
508,554
shares
|
$125 Million
3.32% of portfolio
|
Q4 2024
Added 0.74%
|