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 |
|---|---|---|---|---|---|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
343,025
shares
|
$84.2 Million
2.9% of portfolio
|
Q4 2024
Added 14.87%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
343,018
shares
|
$84.2 Million
4.55% of portfolio
|
Q3 2022
Reduced -0.0%
|
|
|
Academy Capital Management Inc
Waco, TX |
Feb 06, 2025 Q4 2024 |
343,006
shares
|
$84.2 Million
14.06% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
342,331
shares
|
$84.1 Million
6.22% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Birch Hill Investment Advisors LLC
|
Jan 28, 2025 Q4 2024 |
341,919
shares
|
$84 Million
4.14% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
Feb 14, 2025 Q4 2024 |
340,881
shares
|
$83.7 Million
6.72% of portfolio
|
Q4 2024
New holding
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
340,745
shares
|
$83.7 Million
5.62% of portfolio
|
Q4 2024
Added 15.96%
|
|
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
Feb 18, 2025 Q4 2024 |
338,862
shares
|
$83.2 Million
74.31% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Avity Investment Management Inc.
|
Jan 14, 2025 Q4 2024 |
338,540
shares
|
$83.1 Million
6.8% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
338,411
shares
|
$83.1 Million
2.91% of portfolio
|
Q4 2024
Added 9.44%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
337,580
shares
|
$82.9 Million
3.45% of portfolio
|
Q2 2022
Added 6.88%
|
|
|
Baskin Financial Services Inc.
|
Jan 24, 2025 Q4 2024 |
337,500
shares
|
$82.9 Million
6.72% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Am Investment Strategies LLC
|
Jan 21, 2025 Q4 2024 |
337,142
shares
|
$82.8 Million
9.75% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
336,236
shares
|
$82.6 Million
2.37% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
335,652
shares
|
$82.4 Million
9.65% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Alleghany Corp
|
Nov 01, 2022 Q3 2022 |
333,856
shares
|
$82 Million
2.08% of portfolio
|
Q1 2021
Reduced 25.41%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
333,771
shares
|
$82 Million
3.31% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Grassi Investment Management
|
Jan 21, 2025 Q4 2024 |
333,458
shares
|
$81.9 Million
7.13% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
332,700
shares
|
$81.7 Million
6.64% of portfolio
|
Q2 2024
Reduced 2.31%
|
|
|
Carret Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
332,264
shares
|
$81.6 Million
9.34% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
331,737
shares
|
$81.5 Million
3.06% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
330,874
shares
|
$81.2 Million
6.09% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
329,923
shares
|
$81 Million
12.9% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
329,305
shares
|
$80.9 Million
2.28% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Longbow Finance Sa
Lutry, V8 |
Feb 04, 2025 Q4 2024 |
328,254
shares
|
$80.6 Million
8.98% of portfolio
|
Q4 2024
Added 4.97%
|