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 |
|---|---|---|---|---|---|
|
Howard Capital Management Group, LLC
|
Jan 16, 2025 Q4 2024 |
434,499
shares
|
$101 Million
7.46% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
433,946
shares
|
$101 Million
5.15% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Bdf Gestion
Paris, I0 |
Jan 17, 2025 Q4 2024 |
431,516
shares
|
$100 Million
9.97% of portfolio
|
Q4 2024
Reduced 11.49%
|
|
|
Nippon Life Global Investors Americas, Inc.
|
Nov 14, 2024 Q3 2024 |
431,310
shares
|
$100 Million
4.38% of portfolio
|
Q3 2024
Added 5.72%
|
|
|
Kempen Capital Management N.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
431,254
shares
|
$100 Million
1.05% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
430,945
shares
|
$100 Million
3.93% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Atreides Management, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
424,965
shares
|
$98.8 Million
2.85% of portfolio
|
Q3 2024
Added 29.93%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
422,893
shares
|
$98.3 Million
7.7% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
422,593
shares
|
$98.2 Million
1.84% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
419,332
shares
|
$97.5 Million
10.2% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
418,940
shares
|
$97.4 Million
4.11% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Hoffman, Alan N Investment Management
|
Jan 14, 2025 Q4 2024 |
417,699
shares
|
$97.1 Million
47.23% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
416,692
shares
|
$96.9 Million
2.64% of portfolio
|
Q3 2024
Reduced 69.83%
|
|
|
Banque Pictet & Cie Sa
|
Jan 30, 2025 Q4 2024 |
415,985
shares
|
$96.7 Million
0.7% of portfolio
|
Q4 2024
Added 8.2%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
415,602
shares
|
$96.6 Million
3.06% of portfolio
|
Q4 2024
Added 5.53%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
414,329
shares
|
$96.3 Million
4.65% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2024 Q3 2024 |
412,076
shares
|
$95.8 Million
6.98% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
410,573
shares
|
$95.4 Million
4.71% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
407,458
shares
|
$94.7 Million
2.44% of portfolio
|
Q3 2024
Added 25.98%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
407,018
shares
|
$94.6 Million
7.73% of portfolio
|
Q2 2022
Reduced 2.61%
|
|
|
Bender Robert & Associates
|
Oct 30, 2024 Q3 2024 |
405,831
shares
|
$94.3 Million
20.07% of portfolio
|
Q3 2024
New holding
|
|
|
Baldwin Brothers LLC
|
Jan 22, 2025 Q4 2024 |
404,041
shares
|
$93.9 Million
0.75% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
403,251
shares
|
$93.7 Million
6.23% of portfolio
|
Q3 2024
Added 424.53%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
402,639
shares
|
$93.6 Million
4.47% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
Nov 14, 2024 Q3 2024 |
401,980
shares
|
$93.4 Million
9.99% of portfolio
|
Q3 2024
Added 7.71%
|