Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,880 institutions that hold shares in the stock, with a total of 8.71 Billion shares, which have been reported (via 13F filing form) to have a value of $2.03 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
840,704
shares
|
$196 Million
7.94% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
838,129
shares
|
$195 Million
5.81% of portfolio
|
Q3 2023
Added 6.55%
|
|
|
Maryland State Retirement & Pension System
|
Nov 12, 2024 Q3 2024 |
835,965
shares
|
$195 Million
4.18% of portfolio
|
Q3 2024
Reduced 26.23%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
834,004
shares
|
$194 Million
2.44% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
830,077
shares
|
$193 Million
3.94% of portfolio
|
Q2 2024
Added 1.64%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 08, 2024 Q3 2024 |
827,005
shares
|
$193 Million
1.02% of portfolio
|
Q3 2024
Reduced 68.25%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
826,361
shares
|
$192 Million
7.21% of portfolio
|
Q4 2024
Reduced 5.82%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
821,627
shares
|
$191 Million
3.01% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Baillie Gifford & CO
|
Jan 31, 2025 Q4 2024 |
820,871
shares
|
$191 Million
0.16% of portfolio
|
Q4 2024
Added 10.08%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
819,331
shares
|
$191 Million
1.33% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
814,379
shares
|
$190 Million
4.46% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Bahl & Gaynor Inc
|
Nov 12, 2024 Q3 2024 |
813,827
shares
|
$189 Million
0.98% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
808,421
shares
|
$188 Million
2.74% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
806,454
shares
|
$188 Million
4.58% of portfolio
|
Q3 2024
Added 4.18%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
806,344
shares
|
$188 Million
4.72% of portfolio
|
Q2 2020
Added 0.53%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
804,697
shares
|
$187 Million
4.78% of portfolio
|
Q4 2024
Added 21.9%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
803,936
shares
|
$187 Million
2.79% of portfolio
|
Q3 2024
Added 865.62%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
799,497
shares
|
$186 Million
5.19% of portfolio
|
Q4 2024
Reduced 8.79%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
798,504
shares
|
$186 Million
0.66% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
789,206
shares
|
$184 Million
32.47% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 08, 2024 Q3 2024 |
772,600
shares
|
$180 Million
7.16% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
766,156
shares
|
$178 Million
1.56% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
759,631
shares
|
$177 Million
4.42% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Greenwoods Asset Management Hong Kong Ltd.
Hong Kong, K3 |
Nov 08, 2024 Q3 2024 |
756,708
shares
|
$176 Million
5.6% of portfolio
|
Q3 2024
Added 356.95%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
755,304
shares
|
$176 Million
3.46% of portfolio
|
Q3 2024
Reduced 1.15%
|