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 |
|---|---|---|---|---|---|
|
Sienna Gestion
Paris, I0 |
Feb 10, 2025 Q4 2024 |
430,191
shares
|
$106 Million
7.48% of portfolio
|
Q4 2024
Added 860.85%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
422,893
shares
|
$104 Million
7.7% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
422,593
shares
|
$104 Million
1.84% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
422,438
shares
|
$104 Million
8.07% of portfolio
|
Q4 2024
Reduced 21.01%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Feb 14, 2025 Q4 2024 |
421,538
shares
|
$104 Million
8.29% of portfolio
|
Q4 2024
Added 10.53%
|
|
|
Kempen Capital Management N.V.
Amsterdam, P7 |
Feb 13, 2025 Q4 2024 |
420,673
shares
|
$103 Million
1.1% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Cincinnati Insurance CO
|
Feb 12, 2025 Q4 2024 |
420,000
shares
|
$103 Million
1.96% of portfolio
|
Q4 2024
Reduced 26.77%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
418,940
shares
|
$103 Million
4.11% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Hoffman, Alan N Investment Management
|
Jan 14, 2025 Q4 2024 |
417,699
shares
|
$103 Million
47.23% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Mmbg Investment Advisors Co.
|
Feb 14, 2025 Q4 2024 |
416,792
shares
|
$102 Million
11.09% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Banque Pictet & Cie Sa
|
Jan 30, 2025 Q4 2024 |
415,985
shares
|
$102 Million
0.7% of portfolio
|
Q4 2024
Added 8.2%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
415,602
shares
|
$102 Million
3.06% of portfolio
|
Q4 2024
Added 5.53%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
414,329
shares
|
$102 Million
4.65% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
412,195
shares
|
$101 Million
7.83% of portfolio
|
Q4 2024
Reduced 10.21%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
410,573
shares
|
$101 Million
4.71% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Feb 13, 2025 Q4 2024 |
408,106
shares
|
$100 Million
4.44% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
407,018
shares
|
$99.9 Million
7.73% of portfolio
|
Q2 2022
Reduced 2.61%
|
|
|
Temasek Holdings (Private) LTD
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
405,474
shares
|
$99.6 Million
0.51% of portfolio
|
Q4 2024
Reduced 26.0%
|
|
|
Baldwin Brothers LLC
|
Jan 22, 2025 Q4 2024 |
404,041
shares
|
$99.2 Million
0.75% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
401,479
shares
|
$98.6 Million
3.62% of portfolio
|
Q4 2024
Added 148.59%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
400,922
shares
|
$98.4 Million
3.31% of portfolio
|
Q4 2024
Added 12.94%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
400,155
shares
|
$98.3 Million
2.54% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
399,681
shares
|
$98.1 Million
6.53% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
398,824
shares
|
$97.9 Million
4.32% of portfolio
|
Q4 2024
Added 114.35%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
397,496
shares
|
$97.6 Million
5.37% of portfolio
|
Q4 2024
Reduced 1.28%
|