Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,576 institutions that hold shares in the stock, with a total of 8.98 Billion shares, which have been reported (via 13F filing form) to have a value of $2.4 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
550,957
shares
|
$147 Million
3.62% of portfolio
|
Q3 2021
Added 5.97%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 03, 2025 Q3 2025 |
549,519
shares
|
$147 Million
2.26% of portfolio
|
Q3 2025
Added 18.72%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
548,810
shares
|
$147 Million
2.43% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
546,788
shares
|
$146 Million
4.7% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
546,275
shares
|
$146 Million
3.08% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Nichols & Pratt Advisers LLP
|
Nov 04, 2025 Q3 2025 |
545,397
shares
|
$146 Million
8.96% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
543,776
shares
|
$145 Million
2.31% of portfolio
|
Q3 2025
Added 7.15%
|
|
|
Cwa Asset Management Group, LLC
|
Oct 22, 2025 Q3 2025 |
543,635
shares
|
$145 Million
5.37% of portfolio
|
Q3 2025
Added 3.71%
|
|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
542,845
shares
|
$145 Million
3.26% of portfolio
|
Q3 2025
Added 1753.66%
|
|
|
Traynor Capital Management, Inc.
|
Nov 03, 2025 Q3 2025 |
542,688
shares
|
$145 Million
8.13% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Meyer Handelman CO
|
Oct 16, 2025 Q3 2025 |
542,076
shares
|
$145 Million
4.43% of portfolio
|
Q3 2025
Reduced 6.82%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
541,915
shares
|
$145 Million
1.15% of portfolio
|
Q3 2024
Added 13.71%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
540,150
shares
|
$144 Million
3.37% of portfolio
|
Q3 2025
Added 13.23%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 14, 2025 Q2 2025 |
537,912
shares
|
$144 Million
5.37% of portfolio
|
Q2 2025
Reduced 14.55%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
537,387
shares
|
$144 Million
2.44% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
536,830
shares
|
$144 Million
14.55% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
536,460
shares
|
$143 Million
0.75% of portfolio
|
Q3 2024
Added 16.66%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
536,116
shares
|
$143 Million
4.74% of portfolio
|
Q3 2025
Added 15.36%
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2025 Q3 2025 |
534,043
shares
|
$143 Million
10.56% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
533,728
shares
|
$143 Million
3.45% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
532,655
shares
|
$142 Million
6.04% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
530,813
shares
|
$142 Million
1.39% of portfolio
|
Q3 2025
Added 14.89%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
530,032
shares
|
$142 Million
5.27% of portfolio
|
Q3 2022
Reduced 0.27%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
529,433
shares
|
$142 Million
6.1% of portfolio
|
Q3 2022
Reduced 0.17%
|
|
|
Abn Amro Investment Solutions
Paris Cedex 008, |
Nov 07, 2025 Q3 2025 |
529,271
shares
|
$142 Million
2.76% of portfolio
|
Q3 2023
Added 81.4%
|
|