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 |
|---|---|---|---|---|---|
|
Vestcor Inc
Fredericton, A3 |
Feb 10, 2025 Q4 2024 |
374,008
shares
|
$91.8 Million
3.1% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
372,938
shares
|
$91.6 Million
1.7% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
372,033
shares
|
$91.4 Million
1.8% of portfolio
|
Q1 2024
Added 0.15%
|
|
|
Fisher Funds Management LTD
Auckland, Q2 |
Feb 03, 2025 Q4 2024 |
371,983
shares
|
$91.3 Million
2.25% of portfolio
|
Q4 2024
New holding
|
|
|
Guo Line Advisory Pte LTD
Singapore, U0 |
Jan 13, 2025 Q4 2024 |
371,700
shares
|
$91.3 Million
9.6% of portfolio
|
Q2 2023
Added 21.87%
|
|
|
Talbot Financial, LLC
Bellevue, WA |
Jan 13, 2025 Q4 2024 |
370,988
shares
|
$91.1 Million
11.05% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
370,624
shares
|
$91 Million
6.9% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
369,984
shares
|
$90.8 Million
0.6% of portfolio
|
Q4 2024
Added 158.71%
|
|
|
Main Street Research LLC
Sausalito, CA |
Feb 07, 2025 Q4 2024 |
369,578
shares
|
$90.7 Million
5.99% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
368,415
shares
|
$90.5 Million
6.73% of portfolio
|
Q4 2024
Reduced 7.35%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
367,977
shares
|
$90.4 Million
4.71% of portfolio
|
Q4 2022
Reduced 1.04%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
366,044
shares
|
$89.9 Million
9.85% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
365,292
shares
|
$89.7 Million
4.0% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
364,627
shares
|
$89.5 Million
6.76% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Feb 13, 2025 Q4 2024 |
364,614
shares
|
$89.5 Million
4.92% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
363,826
shares
|
$89.3 Million
6.02% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
Community Trust & Investment CO
|
Jan 14, 2025 Q4 2024 |
363,468
shares
|
$89.2 Million
5.73% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Wahed Invest LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
363,304
shares
|
$89.2 Million
15.58% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
363,124
shares
|
$89.2 Million
1.87% of portfolio
|
Q4 2024
Added 6.3%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
362,782
shares
|
$89.1 Million
6.71% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
361,925
shares
|
$88.9 Million
9.6% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
361,913
shares
|
$88.9 Million
11.18% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Feb 10, 2025 Q4 2024 |
361,437
shares
|
$88.8 Million
8.2% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Mcdaniel Terry & CO
|
Feb 03, 2025 Q4 2024 |
361,332
shares
|
$88.7 Million
7.42% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
361,297
shares
|
$88.7 Million
4.07% of portfolio
|
Q4 2024
Reduced 0.72%
|