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 |
|---|---|---|---|---|---|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
452,296
shares
|
$111 Million
2.89% of portfolio
|
Q4 2023
Reduced 2.36%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Feb 13, 2025 Q4 2024 |
452,009
shares
|
$111 Million
4.6% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Feb 05, 2025 Q4 2024 |
452,000
shares
|
$111 Million
12.76% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
451,633
shares
|
$111 Million
3.77% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
451,585
shares
|
$111 Million
4.88% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Allstate Corp
Northbrook, IL |
Feb 12, 2025 Q4 2024 |
451,489
shares
|
$111 Million
3.39% of portfolio
|
Q4 2024
Added 3368.19%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
449,350
shares
|
$110 Million
2.72% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
449,249
shares
|
$110 Million
4.87% of portfolio
|
Q4 2024
Reduced 7.95%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
449,044
shares
|
$110 Million
2.63% of portfolio
|
Q4 2024
Added 13.22%
|
|
|
Wilkinson Global Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
445,456
shares
|
$109 Million
7.06% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
444,933
shares
|
$109 Million
26.09% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
444,817
shares
|
$109 Million
2.32% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
443,814
shares
|
$109 Million
22.88% of portfolio
|
Q4 2024
Reduced 29.07%
|
|
|
F
|
Feb 13, 2025 Q4 2024 |
443,322
shares
|
$109 Million
4.92% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Ossiam
Paris, I0 |
Feb 13, 2025 Q4 2024 |
442,364
shares
|
$109 Million
1.98% of portfolio
|
Q4 2024
Reduced 22.31%
|
|
|
Franklin Street Advisors Inc
|
Jan 10, 2025 Q4 2024 |
441,677
shares
|
$108 Million
7.35% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
439,163
shares
|
$108 Million
3.58% of portfolio
|
Q4 2024
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
439,119
shares
|
$108 Million
8.16% of portfolio
|
Q4 2024
Reduced 7.47%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
438,289
shares
|
$108 Million
3.2% of portfolio
|
Q4 2024
Reduced 10.12%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Feb 04, 2025 Q4 2024 |
437,576
shares
|
$107 Million
4.95% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
435,930
shares
|
$107 Million
6.99% of portfolio
|
Q4 2024
Reduced 8.27%
|
|
|
Mizuho Markets Americas LLC
|
Feb 11, 2025 Q4 2024 |
435,000
shares
|
$107 Million
1.5% of portfolio
|
Q4 2024
New holding
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2025 Q4 2024 |
434,499
shares
|
$107 Million
7.46% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Bdf Gestion
Paris, I0 |
Jan 17, 2025 Q4 2024 |
431,516
shares
|
$106 Million
9.97% of portfolio
|
Q4 2024
Reduced 11.49%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
430,945
shares
|
$106 Million
3.93% of portfolio
|
Q4 2024
Added 3.57%
|