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 |
|---|---|---|---|---|---|
|
Wedge Capital Management L L P
|
Jan 15, 2025 Q4 2024 |
287,955
shares
|
$70.7 Million
1.33% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
286,408
shares
|
$70.3 Million
2.53% of portfolio
|
Q4 2024
Added 12.14%
|
|
|
Rb Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
285,895
shares
|
$70.2 Million
17.2% of portfolio
|
Q4 2024
Reduced 5.47%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jan 16, 2025 Q4 2024 |
285,341
shares
|
$70.1 Million
4.45% of portfolio
|
Q4 2024
Reduced 6.4%
|
|
|
Bath Savings Trust CO
|
Jan 07, 2025 Q4 2024 |
285,147
shares
|
$70 Million
7.39% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Shikiar Asset Management Inc
|
Jan 15, 2025 Q4 2024 |
285,127
shares
|
$70 Million
18.91% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
284,779
shares
|
$69.9 Million
5.88% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
284,495
shares
|
$69.9 Million
4.64% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
284,070
shares
|
$69.8 Million
1.25% of portfolio
|
Q4 2024
Reduced 13.57%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
283,858
shares
|
$69.7 Million
5.34% of portfolio
|
Q4 2024
Reduced 15.74%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
282,833
shares
|
$69.4 Million
6.23% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
Feb 14, 2025 Q4 2024 |
282,600
shares
|
$69.4 Million
5.41% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Pictet & Cie (Europe) Sa
|
Jan 30, 2025 Q4 2024 |
282,519
shares
|
$69.4 Million
1.56% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
282,490
shares
|
$69.4 Million
4.13% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
282,484
shares
|
$69.4 Million
5.65% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
282,390
shares
|
$69.3 Million
2.17% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Noked Capital LTD
Tel Aviv, L3 |
Nov 14, 2022 Q3 2022 |
282,311
shares
|
$69.3 Million
4.12% of portfolio
|
Q3 2022
Added 9771.01%
|
|
|
Zwj Investment Counsel Inc
|
Jan 16, 2025 Q4 2024 |
282,098
shares
|
$69.3 Million
2.99% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
280,988
shares
|
$69 Million
8.11% of portfolio
|
Q1 2024
Added 304.48%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
280,638
shares
|
$68.9 Million
4.9% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Boussard & Gavaudan Investment Management LLP
London, X0 |
Feb 12, 2025 Q4 2024 |
280,600
shares
|
$68.9 Million
10.99% of portfolio
|
Q4 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
278,073
shares
|
$68.3 Million
3.47% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
277,885
shares
|
$68.2 Million
4.83% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
277,740
shares
|
$68.2 Million
4.43% of portfolio
|
Q4 2024
Reduced 9.36%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
276,782
shares
|
$68 Million
5.9% of portfolio
|
Q4 2024
Reduced 0.7%
|