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 |
|---|---|---|---|---|---|
|
Ars Investment Partners, LLC
|
Jan 16, 2025 Q4 2024 |
378,612
shares
|
$88 Million
10.01% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Jan 31, 2025 Q4 2024 |
377,985
shares
|
$87.9 Million
0.71% of portfolio
|
Q4 2024
Added 76.63%
|
|
|
Oriental Harbor Investment Fund
Hong Kong, K3 |
Jan 08, 2025 Q4 2024 |
375,756
shares
|
$87.4 Million
9.46% of portfolio
|
Q3 2024
New holding
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
375,539
shares
|
$87.3 Million
2.76% of portfolio
|
Q3 2024
Added 10.09%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
375,278
shares
|
$87.2 Million
6.1% of portfolio
|
Q4 2024
Reduced 5.99%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
372,556
shares
|
$86.6 Million
7.63% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
372,033
shares
|
$86.5 Million
1.8% of portfolio
|
Q1 2024
Added 0.15%
|
|
|
Fisher Funds Management LTD
Auckland, Q2 |
Feb 03, 2025 Q4 2024 |
371,983
shares
|
$86.5 Million
2.25% of portfolio
|
Q4 2024
New holding
|
|
|
Guo Line Advisory Pte LTD
Singapore, U0 |
Jan 13, 2025 Q4 2024 |
371,700
shares
|
$86.4 Million
9.6% of portfolio
|
Q2 2023
Added 21.87%
|
|
|
Talbot Financial, LLC
Bellevue, WA |
Jan 13, 2025 Q4 2024 |
370,988
shares
|
$86.2 Million
11.05% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
370,624
shares
|
$86.2 Million
6.9% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
369,159
shares
|
$85.8 Million
4.67% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
368,983
shares
|
$85.8 Million
3.97% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
368,336
shares
|
$85.6 Million
6.6% of portfolio
|
Q3 2024
Added 21.97%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
367,977
shares
|
$85.5 Million
4.71% of portfolio
|
Q4 2022
Reduced 1.04%
|
|
|
Main Street Research LLC
Sausalito, CA |
Nov 12, 2024 Q3 2024 |
367,344
shares
|
$85.4 Million
5.49% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
366,516
shares
|
$85.2 Million
1.95% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
366,044
shares
|
$85.1 Million
9.85% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Belmont Capital, LLC
|
Nov 07, 2024 Q3 2024 |
365,671
shares
|
$85 Million
14.59% of portfolio
|
Q3 2024
Reduced 17.44%
|
|
|
Community Trust & Investment CO
|
Jan 14, 2025 Q4 2024 |
363,468
shares
|
$84.5 Million
5.73% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
363,124
shares
|
$84.4 Million
1.87% of portfolio
|
Q4 2024
Added 6.3%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
362,782
shares
|
$84.3 Million
6.71% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
362,097
shares
|
$84.2 Million
4.21% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
361,925
shares
|
$84.1 Million
9.6% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
361,913
shares
|
$84.1 Million
11.18% of portfolio
|
Q4 2024
Added 0.47%
|