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 |
|---|---|---|---|---|---|
|
Voleon Capital Management LP
Berkeley, CA |
Feb 14, 2025 Q4 2024 |
361,182
shares
|
$88.7 Million
6.72% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
361,107
shares
|
$88.7 Million
7.16% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Brickley Wealth Management
|
Jan 27, 2025 Q4 2024 |
360,273
shares
|
$88.5 Million
18.33% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
360,158
shares
|
$88.4 Million
9.27% of portfolio
|
Q3 2024
Reduced 44.22%
|
|
|
Campbell Newman Asset Management Inc
|
Jan 14, 2025 Q4 2024 |
359,565
shares
|
$88.3 Million
7.69% of portfolio
|
Q4 2024
Reduced 5.19%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
359,159
shares
|
$88.2 Million
0.86% of portfolio
|
Q2 2023
Added 3741.68%
|
|
|
Weatherly Asset Management L. P.
|
Jan 29, 2025 Q4 2024 |
358,639
shares
|
$88.1 Million
8.07% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
358,302
shares
|
$88 Million
4.33% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
358,194
shares
|
$88 Million
3.13% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
North Star Asset Management Inc
|
Feb 19, 2025 Q4 2024 |
355,697
shares
|
$87.3 Million
4.15% of portfolio
|
Q4 2024
Added 12.38%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
353,478
shares
|
$86.8 Million
7.39% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
353,038
shares
|
$86.7 Million
1.52% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
352,766
shares
|
$86.6 Million
9.64% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
352,694
shares
|
$86.6 Million
5.18% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
351,175
shares
|
$86.2 Million
6.16% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
United Services Automobile Association
San Antonio, TX |
Feb 11, 2025 Q4 2024 |
349,900
shares
|
$85.9 Million
2.97% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
348,988
shares
|
$85.7 Million
6.06% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
348,499
shares
|
$85.6 Million
0.46% of portfolio
|
Q3 2022
Added 0.45%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
347,888
shares
|
$85.4 Million
2.73% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
347,406
shares
|
$85.3 Million
1.65% of portfolio
|
Q4 2024
Added 11.1%
|
|
|
Berkley W R Corp
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
347,200
shares
|
$85.3 Million
3.81% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
346,009
shares
|
$85 Million
5.38% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
345,634
shares
|
$84.9 Million
7.03% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
345,231
shares
|
$84.8 Million
4.9% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Birinyi Associates Inc
|
Feb 04, 2025 Q4 2024 |
344,033
shares
|
$84.5 Million
23.83% of portfolio
|
Q4 2024
Reduced 0.53%
|