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 |
|---|---|---|---|---|---|
|
Bli Banque De Luxembourg Investments
Luxembourg City, N4 |
Feb 14, 2025 Q4 2024 |
479,662
shares
|
$118 Million
3.28% of portfolio
|
Q4 2024
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
473,443
shares
|
$116 Million
4.13% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
472,388
shares
|
$116 Million
1.58% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
471,462
shares
|
$116 Million
7.68% of portfolio
|
Q4 2024
Reduced 99.5%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
470,857
shares
|
$116 Million
4.74% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Waverton Investment Management LTD
|
Feb 04, 2025 Q4 2024 |
470,328
shares
|
$115 Million
2.12% of portfolio
|
Q4 2024
Added 12.13%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
469,619
shares
|
$115 Million
3.1% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Feb 10, 2025 Q4 2024 |
469,553
shares
|
$115 Million
3.46% of portfolio
|
Q4 2024
Reduced 5.98%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
468,966
shares
|
$115 Million
1.21% of portfolio
|
Q4 2024
Added 16.77%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
468,866
shares
|
$115 Million
6.1% of portfolio
|
Q3 2022
Reduced 10.6%
|
|
|
Alta Capital Management LLC
|
Feb 06, 2025 Q4 2024 |
467,939
shares
|
$115 Million
7.13% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Cohen Klingenstein LLC
|
Jan 15, 2025 Q4 2024 |
466,566
shares
|
$115 Million
4.13% of portfolio
|
Q4 2024
Reduced 31.14%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
466,193
shares
|
$114 Million
3.66% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
464,853
shares
|
$114 Million
3.72% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
463,903
shares
|
$114 Million
4.45% of portfolio
|
Q3 2024
Reduced 12.49%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
463,133
shares
|
$114 Million
6.34% of portfolio
|
Q4 2024
Added 25.37%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
462,148
shares
|
$113 Million
1.17% of portfolio
|
Q4 2024
Added 5.68%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
460,566
shares
|
$113 Million
3.86% of portfolio
|
Q4 2024
Reduced 22.15%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
460,169
shares
|
$113 Million
3.87% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
459,823
shares
|
$113 Million
8.19% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
458,798
shares
|
$113 Million
5.68% of portfolio
|
Q4 2024
Added 5.73%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
456,969
shares
|
$112 Million
3.64% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
455,952
shares
|
$112 Million
2.76% of portfolio
|
Q1 2024
Reduced 4.65%
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
455,685
shares
|
$112 Million
1.52% of portfolio
|
Q4 2024
Added 7.51%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
454,544
shares
|
$112 Million
3.12% of portfolio
|
Q4 2024
Added 3.13%
|