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 |
|---|---|---|---|---|---|
|
Empirical Finance, LLC
|
Jan 28, 2025 Q4 2024 |
508,078
shares
|
$125 Million
7.5% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
507,601
shares
|
$125 Million
5.55% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
Feb 11, 2025 Q4 2024 |
506,907
shares
|
$124 Million
5.19% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Maple Capital Management, Inc.
|
Feb 05, 2025 Q4 2024 |
506,774
shares
|
$124 Million
9.33% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Kornitzer Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
506,583
shares
|
$124 Million
2.59% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
504,734
shares
|
$124 Million
6.65% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
503,559
shares
|
$124 Million
2.86% of portfolio
|
Q4 2024
Reduced 9.43%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
502,193
shares
|
$123 Million
4.69% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
500,390
shares
|
$123 Million
3.86% of portfolio
|
Q4 2024
New holding
|
|
|
Shanda Asset Management Holdings LTD
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
500,000
shares
|
$123 Million
6.9% of portfolio
|
Q3 2024
New holding
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
499,288
shares
|
$123 Million
3.36% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
498,964
shares
|
$123 Million
7.19% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
495,363
shares
|
$122 Million
1.88% of portfolio
|
Q4 2024
Added 16.06%
|
|
|
Bnp Paribas
New York, NY |
Feb 14, 2025 Q4 2024 |
494,051
shares
|
$121 Million
5.33% of portfolio
|
Q4 2024
Added 4.27%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
490,566
shares
|
$120 Million
2.65% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Zevenbergen Capital Investments LLC
Seattle, WA |
Feb 11, 2025 Q4 2024 |
488,796
shares
|
$120 Million
2.54% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Bard Financial Services, Inc.
|
Jan 06, 2025 Q4 2024 |
488,717
shares
|
$120 Million
14.93% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Gabelli Funds LLC
Rye, NY |
Feb 13, 2025 Q4 2024 |
488,340
shares
|
$120 Million
1.0% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
488,294
shares
|
$120 Million
4.59% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Capital Investment Counsel, Inc
|
Feb 03, 2025 Q4 2024 |
487,002
shares
|
$120 Million
18.45% of portfolio
|
Q4 2024
Reduced 16.77%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
484,891
shares
|
$119 Million
7.46% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Feb 14, 2025 Q4 2024 |
483,170
shares
|
$119 Million
2.05% of portfolio
|
Q4 2024
Added 7.35%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
481,246
shares
|
$118 Million
5.65% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Feb 11, 2025 Q4 2024 |
479,943
shares
|
$118 Million
2.68% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
479,709
shares
|
$118 Million
4.96% of portfolio
|
Q4 2024
Added 1.87%
|