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 |
|---|---|---|---|---|---|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Jan 23, 2025 Q4 2024 |
268,894
shares
|
$66 Million
6.53% of portfolio
|
Q4 2024
Added 17.23%
|
|
|
Hemenway Trust CO LLC
|
Feb 12, 2025 Q4 2024 |
267,235
shares
|
$65.6 Million
5.79% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
267,220
shares
|
$65.6 Million
5.12% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
266,962
shares
|
$65.6 Million
7.72% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Twin Capital Management Inc
|
Feb 13, 2025 Q4 2024 |
266,805
shares
|
$65.5 Million
7.64% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
M&G Investment Management LTD
London, X0 |
May 08, 2024 Q4 2023 |
264,485
shares
|
$64.9 Million
0.18% of portfolio
|
Q4 2023
Reduced 6.75%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
263,662
shares
|
$64.7 Million
4.89% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
263,269
shares
|
$64.6 Million
0.44% of portfolio
|
Q4 2024
Added 3181.02%
|
|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
263,095
shares
|
$64.6 Million
3.79% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
262,655
shares
|
$64.5 Million
4.31% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Jan 29, 2025 Q4 2024 |
262,525
shares
|
$64.5 Million
7.71% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Bender Robert & Associates
|
Feb 07, 2025 Q4 2024 |
262,400
shares
|
$64.4 Million
15.86% of portfolio
|
Q4 2024
Reduced 35.34%
|
|
|
Blackhill Capital Inc
Morristown, NJ |
Feb 13, 2025 Q4 2024 |
261,400
shares
|
$64.2 Million
3.4% of portfolio
|
Q2 2023
Reduced 0.61%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
261,105
shares
|
$64.1 Million
4.32% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Feb 07, 2025 Q4 2024 |
260,913
shares
|
$64.1 Million
15.51% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
260,899
shares
|
$64.1 Million
6.73% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
260,412
shares
|
$63.9 Million
4.23% of portfolio
|
Q2 2022
Reduced 9.57%
|
|
|
Middleton & CO Inc
|
Feb 05, 2025 Q4 2024 |
260,031
shares
|
$63.9 Million
7.3% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
259,247
shares
|
$63.7 Million
6.14% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
258,823
shares
|
$63.6 Million
3.38% of portfolio
|
Q4 2024
Reduced 10.24%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
258,160
shares
|
$63.4 Million
2.89% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
258,068
shares
|
$63.4 Million
7.76% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
257,350
shares
|
$63.2 Million
1.79% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
257,090
shares
|
$63.1 Million
3.21% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
256,373
shares
|
$63 Million
7.15% of portfolio
|
Q4 2024
Added 0.75%
|