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 |
|---|---|---|---|---|---|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
276,659
shares
|
$67.9 Million
4.13% of portfolio
|
Q4 2023
Added 14.76%
|
|
|
Comgest Global Investors S.A.S.
|
Feb 13, 2025 Q4 2024 |
276,612
shares
|
$67.9 Million
1.2% of portfolio
|
Q4 2024
Reduced 10.6%
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
275,634
shares
|
$67.7 Million
4.03% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Allen Investment Management LLC
|
Feb 10, 2025 Q4 2024 |
275,623
shares
|
$67.7 Million
0.8% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
Private Capital Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
275,609
shares
|
$67.7 Million
8.36% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
Jan 17, 2025 Q4 2024 |
275,400
shares
|
$67.6 Million
8.31% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Dillon & Associates Inc
|
Feb 11, 2025 Q4 2024 |
275,202
shares
|
$67.6 Million
9.54% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Scs Capital Management LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
274,673
shares
|
$67.4 Million
1.42% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Marco Investment Management LLC
|
Feb 06, 2025 Q4 2024 |
274,316
shares
|
$67.4 Million
5.97% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Feb 11, 2025 Q4 2024 |
274,173
shares
|
$67.3 Million
4.67% of portfolio
|
Q4 2024
Added 7.22%
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
274,069
shares
|
$67.3 Million
6.27% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Feb 05, 2025 Q4 2024 |
273,642
shares
|
$67.2 Million
5.79% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Sumitomo Life Insurance CO
|
Jan 23, 2025 Q4 2024 |
273,640
shares
|
$67.2 Million
1.3% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
Unigestion Holding Sa
|
Feb 13, 2025 Q4 2024 |
273,465
shares
|
$67.1 Million
3.96% of portfolio
|
Q4 2024
Added 36.57%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
273,268
shares
|
$67.1 Million
5.73% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
S&Co Inc
Boston, MA |
Feb 07, 2025 Q4 2024 |
273,083
shares
|
$67.1 Million
4.64% of portfolio
|
Q4 2024
Reduced 6.39%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
273,048
shares
|
$67 Million
3.42% of portfolio
|
Q4 2024
Reduced 5.03%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
272,983
shares
|
$67 Million
9.9% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
272,948
shares
|
$67 Million
2.47% of portfolio
|
Q4 2024
Reduced 13.94%
|
|
|
Dupont Capital Management Corp
|
Jan 17, 2025 Q4 2024 |
272,580
shares
|
$66.9 Million
6.46% of portfolio
|
Q3 2024
Added 4.46%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 13, 2025 Q4 2024 |
272,014
shares
|
$66.8 Million
8.99% of portfolio
|
Q4 2024
Added 23.39%
|
|
|
Granite Investment Partners, LLC
|
Feb 13, 2025 Q4 2024 |
271,351
shares
|
$66.6 Million
3.08% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
269,976
shares
|
$66.3 Million
3.46% of portfolio
|
Q4 2024
Reduced 5.77%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
269,567
shares
|
$66.2 Million
6.73% of portfolio
|
Q3 2022
Reduced 3.55%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
269,020
shares
|
$66.1 Million
0.36% of portfolio
|
Q3 2022
Reduced 28.14%
|