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 |
|---|---|---|---|---|---|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 12, 2024 Q3 2024 |
460,809
shares
|
$107 Million
4.33% of portfolio
|
Q3 2024
Added 19.27%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
459,912
shares
|
$107 Million
2.43% of portfolio
|
Q3 2024
Reduced 58.1%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
459,091
shares
|
$107 Million
7.75% of portfolio
|
Q3 2024
Reduced 15.35%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
456,969
shares
|
$106 Million
3.64% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
455,952
shares
|
$106 Million
2.76% of portfolio
|
Q1 2024
Reduced 4.65%
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
455,685
shares
|
$106 Million
1.52% of portfolio
|
Q4 2024
Added 7.51%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
454,544
shares
|
$106 Million
3.12% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
452,296
shares
|
$105 Million
2.89% of portfolio
|
Q4 2023
Reduced 2.36%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Feb 05, 2025 Q4 2024 |
452,000
shares
|
$105 Million
12.76% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
451,633
shares
|
$105 Million
3.77% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
451,475
shares
|
$105 Million
3.53% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 12, 2024 Q3 2024 |
450,076
shares
|
$105 Million
1.82% of portfolio
|
Q3 2024
Added 21.26%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
449,350
shares
|
$104 Million
2.72% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
449,249
shares
|
$104 Million
4.87% of portfolio
|
Q4 2024
Reduced 7.95%
|
|
|
Wilkinson Global Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
445,456
shares
|
$104 Million
7.06% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
444,933
shares
|
$103 Million
26.09% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
444,817
shares
|
$103 Million
2.32% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
443,814
shares
|
$103 Million
22.88% of portfolio
|
Q4 2024
Reduced 29.07%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
443,693
shares
|
$103 Million
3.56% of portfolio
|
Q2 2024
Added 16.72%
|
|
|
Franklin Street Advisors Inc
|
Jan 10, 2025 Q4 2024 |
441,677
shares
|
$103 Million
7.35% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
440,621
shares
|
$102 Million
3.9% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
439,119
shares
|
$102 Million
8.16% of portfolio
|
Q4 2024
Reduced 7.47%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
438,289
shares
|
$102 Million
3.2% of portfolio
|
Q4 2024
Reduced 10.12%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Feb 04, 2025 Q4 2024 |
437,576
shares
|
$102 Million
4.95% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
435,930
shares
|
$101 Million
6.99% of portfolio
|
Q4 2024
Reduced 8.27%
|