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 |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
513,775
shares
|
$119 Million
3.87% of portfolio
|
Q3 2024
Reduced 79.22%
|
|
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
Nov 05, 2024 Q3 2024 |
513,721
shares
|
$119 Million
5.13% of portfolio
|
Q2 2024
Reduced 7.26%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
512,794
shares
|
$119 Million
32.99% of portfolio
|
Q3 2022
Added 3.55%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
512,754
shares
|
$119 Million
7.19% of portfolio
|
Q3 2024
Added 35.14%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
511,999
shares
|
$119 Million
3.14% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
511,025
shares
|
$119 Million
5.17% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Oak Ridge Investments LLC
|
Jan 15, 2025 Q4 2024 |
510,813
shares
|
$119 Million
10.26% of portfolio
|
Q4 2024
Added 5.89%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
509,203
shares
|
$118 Million
4.99% of portfolio
|
Q4 2022
Reduced 1.66%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
508,554
shares
|
$118 Million
3.32% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
508,284
shares
|
$118 Million
6.28% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Empirical Finance, LLC
|
Jan 28, 2025 Q4 2024 |
508,078
shares
|
$118 Million
7.5% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Maple Capital Management, Inc.
|
Feb 05, 2025 Q4 2024 |
506,774
shares
|
$118 Million
9.33% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Kornitzer Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
506,583
shares
|
$118 Million
2.59% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
502,193
shares
|
$117 Million
4.69% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Shanda Asset Management Holdings LTD
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
500,000
shares
|
$116 Million
6.59% of portfolio
|
Q3 2024
New holding
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Nov 04, 2024 Q3 2024 |
499,426
shares
|
$116 Million
3.35% of portfolio
|
Q3 2024
Added 23.91%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
499,151
shares
|
$116 Million
4.52% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
498,964
shares
|
$116 Million
7.19% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
495,363
shares
|
$115 Million
1.88% of portfolio
|
Q4 2024
Added 16.06%
|
|
|
Zevenbergen Capital Investments LLC
Seattle, WA |
Nov 12, 2024 Q3 2024 |
495,317
shares
|
$115 Million
2.45% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 13, 2024 Q3 2024 |
491,200
shares
|
$114 Million
0.89% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Apg Asset Management N.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
490,484
shares
|
$114 Million
0.73% of portfolio
|
Q3 2024
Reduced 96.33%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
489,842
shares
|
$114 Million
4.19% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Bard Financial Services, Inc.
|
Jan 06, 2025 Q4 2024 |
488,717
shares
|
$114 Million
14.93% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Capital Investment Counsel, Inc
|
Feb 03, 2025 Q4 2024 |
487,002
shares
|
$113 Million
18.45% of portfolio
|
Q4 2024
Reduced 16.77%
|