Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,906 institutions that hold shares in the stock, with a total of 8.73 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 |
|---|---|---|---|---|---|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Nov 08, 2024 Q3 2024 |
546,500
shares
|
$127 Million
1.78% of portfolio
|
Q3 2024
Added 286.12%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
541,915
shares
|
$126 Million
1.15% of portfolio
|
Q3 2024
Added 13.71%
|
|
|
Cacti Asset Management LLC
Atlanta, GA |
Jan 02, 2025 Q4 2024 |
540,239
shares
|
$126 Million
12.43% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
539,836
shares
|
$125 Million
2.42% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
537,314
shares
|
$125 Million
4.05% of portfolio
|
Q4 2024
Added 14.78%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
536,790
shares
|
$125 Million
11.83% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
536,460
shares
|
$125 Million
0.75% of portfolio
|
Q3 2024
Added 16.66%
|
|
|
Covea Finance
|
Jan 14, 2025 Q4 2024 |
535,442
shares
|
$124 Million
6.06% of portfolio
|
Q4 2024
Added 13.33%
|
|
|
Ami Asset Management Corp
|
Jan 16, 2025 Q4 2024 |
534,873
shares
|
$124 Million
7.33% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
534,795
shares
|
$124 Million
9.8% of portfolio
|
Q3 2024
Added 9.93%
|
|
|
Chicago Capital, LLC
|
Jan 24, 2025 Q4 2024 |
531,753
shares
|
$124 Million
3.56% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 05, 2024 Q3 2024 |
530,941
shares
|
$123 Million
1.86% of portfolio
|
Q3 2024
Added 59.99%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
530,032
shares
|
$123 Million
5.27% of portfolio
|
Q3 2022
Reduced 0.27%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
529,758
shares
|
$123 Million
16.8% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
529,675
shares
|
$123 Million
1.31% of portfolio
|
Q3 2024
Added 18.93%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
529,433
shares
|
$123 Million
6.1% of portfolio
|
Q3 2022
Reduced 0.17%
|
|
|
Private Wealth Partners, LLC
|
Jan 31, 2025 Q4 2024 |
525,335
shares
|
$122 Million
10.17% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
524,986
shares
|
$122 Million
8.95% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
524,466
shares
|
$122 Million
6.74% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
524,093
shares
|
$122 Million
6.16% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Cowen And Company, LLC
|
Nov 12, 2024 Q3 2024 |
523,959
shares
|
$122 Million
3.14% of portfolio
|
Q3 2024
Reduced 61.03%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
523,193
shares
|
$122 Million
2.31% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
520,668
shares
|
$121 Million
3.56% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Prospect Hill Management, LLC
|
Nov 05, 2024 Q3 2024 |
513,836
shares
|
$119 Million
60.29% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
513,801
shares
|
$119 Million
3.82% of portfolio
|
Q4 2024
Added 4.6%
|