Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,240 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 $2.24 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
198,857
shares
|
$49.1 Million
3.76% of portfolio
|
Q3 2022
Added 0.1%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
198,299
shares
|
$49 Million
0.78% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
City Of London Investment Management CO LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
198,281
shares
|
$49 Million
4.93% of portfolio
|
Q4 2024
Added 7.45%
|
|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
198,178
shares
|
$49 Million
0.39% of portfolio
|
Q4 2022
Reduced 3.27%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
197,532
shares
|
$48.8 Million
5.02% of portfolio
|
Q4 2024
Added 10.74%
|
|
|
Cercano Management LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
197,395
shares
|
$48.8 Million
1.31% of portfolio
|
Q4 2024
Added 12.13%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
197,373
shares
|
$48.8 Million
1.72% of portfolio
|
Q3 2022
Added 8.47%
|
|
|
Ycg, LLC
|
Feb 07, 2025 Q4 2024 |
197,214
shares
|
$48.7 Million
4.04% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Seizert Capital Partners, LLC
|
Feb 06, 2025 Q4 2024 |
196,479
shares
|
$48.5 Million
2.3% of portfolio
|
Q4 2024
Added 5.37%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
196,440
shares
|
$48.5 Million
1.87% of portfolio
|
Q4 2024
Added 15.77%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
196,007
shares
|
$48.4 Million
2.84% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
195,947
shares
|
$48.4 Million
12.08% of portfolio
|
Q4 2024
Added 9.18%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Feb 12, 2025 Q4 2024 |
195,717
shares
|
$48.4 Million
1.27% of portfolio
|
Q4 2024
Added 12.49%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
195,650
shares
|
$48.3 Million
6.54% of portfolio
|
Q3 2023
Reduced 4.92%
|
|
|
Oakmont Corp
|
Feb 12, 2025 Q4 2024 |
195,397
shares
|
$48.3 Million
8.56% of portfolio
|
Q4 2024
Added 13.8%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Feb 03, 2025 Q4 2024 |
194,913
shares
|
$48.2 Million
3.85% of portfolio
|
Q4 2024
Added 30.72%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
194,118
shares
|
$48 Million
5.66% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Feb 13, 2025 Q4 2024 |
193,972
shares
|
$47.9 Million
19.23% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
193,953
shares
|
$47.9 Million
0.62% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
193,953
shares
|
$47.9 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Renaissance Group LLC
Covington, KY |
Feb 13, 2025 Q4 2024 |
193,719
shares
|
$47.9 Million
2.11% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
193,677
shares
|
$47.9 Million
3.96% of portfolio
|
Q4 2024
Reduced 9.99%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
193,396
shares
|
$47.8 Million
4.2% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
193,164
shares
|
$47.7 Million
9.44% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
193,158
shares
|
$47.7 Million
5.88% of portfolio
|
Q4 2024
Reduced 0.93%
|