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 |
|---|---|---|---|---|---|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
397,450
shares
|
$97.6 Million
9.01% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
396,699
shares
|
$97.4 Million
0.83% of portfolio
|
Q2 2022
Added 1.09%
|
|
|
Adell Harriman & Carpenter Inc
|
Jan 30, 2025 Q4 2024 |
395,162
shares
|
$97 Million
6.88% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
394,482
shares
|
$96.9 Million
10.63% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
394,447
shares
|
$96.9 Million
3.93% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
393,952
shares
|
$96.7 Million
6.6% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
393,523
shares
|
$96.6 Million
3.89% of portfolio
|
Q4 2024
Added 9.61%
|
|
|
Centiva Capital, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
393,307
shares
|
$96.6 Million
2.12% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
392,443
shares
|
$96.4 Million
5.99% of portfolio
|
Q4 2022
Reduced 4.95%
|
|
|
Nippon Life Global Investors Americas, Inc.
|
Feb 14, 2025 Q4 2024 |
392,380
shares
|
$96.3 Million
4.64% of portfolio
|
Q4 2024
Reduced 9.03%
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
390,801
shares
|
$96 Million
5.68% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
390,498
shares
|
$95.9 Million
12.67% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Feb 12, 2025 Q4 2024 |
389,128
shares
|
$95.6 Million
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
385,597
shares
|
$94.7 Million
2.56% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Klingenstein Fields & CO LP
|
Jan 30, 2025 Q4 2024 |
383,031
shares
|
$94.1 Million
3.92% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Davidson Investment Advisors
|
Jan 31, 2025 Q4 2024 |
381,702
shares
|
$93.7 Million
4.84% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Feb 05, 2025 Q4 2024 |
381,377
shares
|
$93.6 Million
7.05% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
379,213
shares
|
$93.1 Million
8.51% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Ars Investment Partners, LLC
|
Jan 16, 2025 Q4 2024 |
378,612
shares
|
$93 Million
10.01% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Locust Wood Capital Advisers, LLC
|
Feb 13, 2025 Q4 2024 |
378,290
shares
|
$92.9 Million
3.87% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Jan 31, 2025 Q4 2024 |
377,985
shares
|
$92.8 Million
0.71% of portfolio
|
Q4 2024
Added 76.63%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
377,964
shares
|
$92.8 Million
9.77% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Oriental Harbor Investment Fund
Hong Kong, K3 |
Jan 08, 2025 Q4 2024 |
375,756
shares
|
$92.3 Million
9.46% of portfolio
|
Q3 2024
New holding
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
375,278
shares
|
$92.1 Million
6.1% of portfolio
|
Q4 2024
Reduced 5.99%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
374,133
shares
|
$91.9 Million
5.73% of portfolio
|
Q4 2024
Reduced 2.33%
|