Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,785 institutions that hold shares in the stock, with a total of 8.68 Billion shares, which have been reported (via 13F filing form) to have a value of $1.93 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
1,098,662
shares
|
$245 Million
0.26% of portfolio
|
Q3 2024
Added 42.92%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
1,091,062
shares
|
$243 Million
4.64% of portfolio
|
Q3 2024
Added 29.8%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
1,090,242
shares
|
$243 Million
6.64% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
1,083,432
shares
|
$241 Million
6.79% of portfolio
|
Q4 2024
Reduced 19.03%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
1,082,414
shares
|
$241 Million
4.76% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
1,076,711
shares
|
$240 Million
3.91% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Fishman Jay A LTD
Troy, MI |
Oct 30, 2024 Q3 2024 |
1,075,584
shares
|
$240 Million
24.89% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
1,074,876
shares
|
$239 Million
10.61% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
1,072,252
shares
|
$239 Million
2.76% of portfolio
|
Q3 2023
Reduced 2.05%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
1,072,165
shares
|
$239 Million
4.62% of portfolio
|
Q3 2024
Added 18.63%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
1,065,244
shares
|
$237 Million
4.83% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 13, 2024 Q3 2024 |
1,061,418
shares
|
$236 Million
19.35% of portfolio
|
Q3 2024
Reduced 18.46%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Nov 06, 2024 Q3 2024 |
1,059,203
shares
|
$236 Million
7.37% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Groupama Asset Managment
Paris, I0 |
Nov 15, 2024 Q3 2024 |
1,056,473
shares
|
$235 Million
5.13% of portfolio
|
Q3 2024
Added 6.96%
|
|
|
Illinois Municipal Retirement Fund
|
Nov 04, 2024 Q3 2024 |
1,040,520
shares
|
$232 Million
3.52% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
1,033,502
shares
|
$230 Million
4.4% of portfolio
|
Q1 2024
Added 4.57%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Nov 13, 2024 Q3 2024 |
1,031,856
shares
|
$230 Million
1.39% of portfolio
|
Q3 2024
Added 119.86%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
1,027,580
shares
|
$229 Million
8.62% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Windward Capital Management CO
|
Nov 01, 2024 Q3 2024 |
1,024,219
shares
|
$228 Million
18.99% of portfolio
|
Q3 2024
Added 4.95%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
1,018,046
shares
|
$227 Million
6.05% of portfolio
|
Q3 2022
Added 1.95%
|
|
|
Lazard Freres Gestion S.A.S.
|
Nov 13, 2024 Q3 2024 |
1,016,234
shares
|
$226 Million
5.02% of portfolio
|
Q3 2024
Added 20.28%
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
1,015,842
shares
|
$226 Million
5.97% of portfolio
|
Q3 2024
Reduced 8.89%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
1,010,705
shares
|
$225 Million
3.83% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
1,006,990
shares
|
$224 Million
2.77% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
1,002,672
shares
|
$223 Million
6.9% of portfolio
|
Q4 2024
Reduced 2.93%
|