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 |
|---|---|---|---|---|---|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
603,176
shares
|
$140 Million
2.35% of portfolio
|
Q4 2024
Added 17.26%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2025 Q4 2024 |
601,228
shares
|
$140 Million
10.98% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Fundsmith Investment Services Ltd.
Grande Riviere Noire, O4 |
Nov 14, 2024 Q3 2024 |
600,898
shares
|
$140 Million
1.77% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
598,892
shares
|
$139 Million
4.51% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
598,443
shares
|
$139 Million
9.61% of portfolio
|
Q2 2024
Reduced 4.24%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
597,785
shares
|
$139 Million
5.43% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
596,531
shares
|
$139 Million
1.4% of portfolio
|
Q2 2024
Reduced 4.3%
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
593,539
shares
|
$138 Million
5.72% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Meyer Handelman CO
|
Jan 14, 2025 Q4 2024 |
592,391
shares
|
$138 Million
5.19% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
592,386
shares
|
$138 Million
9.23% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Alecta Tjanstepension Omsesidigt
|
Feb 05, 2025 Q4 2024 |
592,000
shares
|
$138 Million
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Commerzbank Aktiengesellschaft
|
Oct 22, 2024 Q3 2024 |
591,599
shares
|
$138 Million
3.67% of portfolio
|
Q3 2024
Added 34.67%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
591,583
shares
|
$138 Million
4.01% of portfolio
|
Q3 2024
Added 51.16%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
591,107
shares
|
$137 Million
5.38% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
590,440
shares
|
$137 Million
3.38% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
589,700
shares
|
$137 Million
2.12% of portfolio
|
Q4 2024
Reduced 24.95%
|
|
|
Lgt Capital Partners Ltd.
|
Nov 08, 2024 Q3 2024 |
588,840
shares
|
$137 Million
4.88% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
588,008
shares
|
$137 Million
5.74% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Nicholas Company, Inc.
|
Nov 12, 2024 Q3 2024 |
586,440
shares
|
$136 Million
2.33% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Investment House LLC
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
585,115
shares
|
$136 Million
7.45% of portfolio
|
Q3 2024
Reduced 6.8%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
583,894
shares
|
$136 Million
4.78% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Ns Partners LTD
|
Nov 08, 2024 Q3 2024 |
583,676
shares
|
$136 Million
5.77% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Castleark Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
579,699
shares
|
$135 Million
5.6% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
578,994
shares
|
$135 Million
5.2% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
576,996
shares
|
$134 Million
3.07% of portfolio
|
Q4 2024
Added 5.03%
|