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 |
|---|---|---|---|---|---|
|
Alta Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
484,969
shares
|
$113 Million
6.83% of portfolio
|
Q3 2024
Reduced 5.52%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
484,891
shares
|
$113 Million
7.46% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
481,876
shares
|
$112 Million
2.64% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
481,246
shares
|
$112 Million
5.65% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
480,563
shares
|
$112 Million
2.44% of portfolio
|
Q3 2024
Added 11.69%
|
|
|
Bnp Paribas
New York, NY |
Nov 13, 2024 Q3 2024 |
473,816
shares
|
$110 Million
4.56% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
471,462
shares
|
$110 Million
7.68% of portfolio
|
Q4 2024
Reduced 99.5%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
470,914
shares
|
$109 Million
4.58% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
470,857
shares
|
$109 Million
4.74% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
470,564
shares
|
$109 Million
0.58% of portfolio
|
Q3 2024
Reduced 24.66%
|
|
|
Waverton Investment Management LTD
|
Feb 04, 2025 Q4 2024 |
470,328
shares
|
$109 Million
2.12% of portfolio
|
Q4 2024
Added 12.13%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
469,619
shares
|
$109 Million
3.1% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
468,966
shares
|
$109 Million
1.21% of portfolio
|
Q4 2024
Added 16.77%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
468,866
shares
|
$109 Million
6.1% of portfolio
|
Q3 2022
Reduced 10.6%
|
|
|
Cohen Klingenstein LLC
|
Jan 15, 2025 Q4 2024 |
466,566
shares
|
$108 Million
4.13% of portfolio
|
Q4 2024
Reduced 31.14%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
466,193
shares
|
$108 Million
3.66% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
465,537
shares
|
$108 Million
4.63% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
465,256
shares
|
$108 Million
3.83% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
Nov 14, 2024 Q3 2024 |
465,026
shares
|
$108 Million
6.53% of portfolio
|
Q3 2024
Added 21.39%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
464,853
shares
|
$108 Million
3.72% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
463,903
shares
|
$108 Million
4.45% of portfolio
|
Q3 2024
Reduced 12.49%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
463,133
shares
|
$108 Million
6.34% of portfolio
|
Q4 2024
Added 25.37%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
462,808
shares
|
$108 Million
7.97% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
462,148
shares
|
$107 Million
1.17% of portfolio
|
Q4 2024
Added 5.68%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
461,237
shares
|
$107 Million
1.42% of portfolio
|
Q3 2024
Added 3.1%
|