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 |
|---|---|---|---|---|---|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
328,092
shares
|
$80.6 Million
3.17% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
326,534
shares
|
$80.2 Million
6.47% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Taurus Asset Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
324,839
shares
|
$79.8 Million
8.27% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
324,005
shares
|
$79.6 Million
4.1% of portfolio
|
Q4 2024
Added 21.69%
|
|
|
Martin Currie LTD
Edinburgh, X0 |
Feb 12, 2025 Q4 2024 |
323,181
shares
|
$79.4 Million
3.18% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
323,157
shares
|
$79.4 Million
5.05% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
322,887
shares
|
$79.3 Million
3.83% of portfolio
|
Q3 2022
Reduced 0.39%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
322,877
shares
|
$79.3 Million
4.24% of portfolio
|
Q3 2023
Added 77.28%
|
|
|
Ls Investment Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
322,542
shares
|
$79.2 Million
12.51% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
322,369
shares
|
$79.2 Million
10.36% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
322,192
shares
|
$79.1 Million
3.52% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
321,881
shares
|
$79 Million
3.45% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
320,000
shares
|
$78.6 Million
9.72% of portfolio
|
Q4 2024
New holding
|
|
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
Jan 31, 2025 Q4 2024 |
319,400
shares
|
$78.4 Million
0.69% of portfolio
|
Q3 2023
Reduced 4.49%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
318,764
shares
|
$78.3 Million
4.6% of portfolio
|
Q3 2023
Added 1.8%
|
|
|
Li Lu
Himalaya Capital Management LLC | Seattle, Wa
|
Feb 14, 2025 Q4 2024 |
317,700
shares
|
$78 Million
2.97% of portfolio
|
Q3 2024
Reduced 58.18%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
317,619
shares
|
$78 Million
3.13% of portfolio
|
Q2 2022
Added 2.23%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
317,543
shares
|
$78 Million
2.53% of portfolio
|
Q4 2024
Added 197.3%
|
|
|
Boston Family Office LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
317,186
shares
|
$77.9 Million
5.45% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
General American Investors CO Inc
|
Feb 14, 2025 Q4 2024 |
316,000
shares
|
$77.6 Million
5.68% of portfolio
|
Q2 2024
Reduced 9.97%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
315,780
shares
|
$77.5 Million
0.2% of portfolio
|
Q4 2024
Added 6738.03%
|
|
|
Saratoga Research & Investment Management
|
Feb 12, 2025 Q4 2024 |
314,141
shares
|
$77.1 Million
3.97% of portfolio
|
Q4 2024
Reduced 5.44%
|
|
|
Caisse Des Depots Et Consignations
Paris, I0 |
Feb 12, 2025 Q4 2024 |
313,459
shares
|
$77 Million
3.85% of portfolio
|
Q4 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
312,984
shares
|
$76.9 Million
3.77% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Feb 11, 2025 Q4 2024 |
311,596
shares
|
$76.5 Million
2.12% of portfolio
|
Q4 2024
Reduced 1.01%
|