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 |
|---|---|---|---|---|---|
|
United Services Automobile Association
San Antonio, TX |
Nov 14, 2024 Q3 2024 |
344,070
shares
|
$80 Million
2.06% of portfolio
|
Q3 2024
Reduced 16.32%
|
|
|
Birinyi Associates Inc
|
Feb 04, 2025 Q4 2024 |
344,033
shares
|
$80 Million
23.83% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
343,025
shares
|
$79.7 Million
2.9% of portfolio
|
Q4 2024
Added 14.87%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
343,018
shares
|
$79.7 Million
4.55% of portfolio
|
Q3 2022
Reduced -0.0%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
342,331
shares
|
$79.6 Million
6.22% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
342,195
shares
|
$79.6 Million
5.33% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Birch Hill Investment Advisors LLC
|
Jan 28, 2025 Q4 2024 |
341,919
shares
|
$79.5 Million
4.14% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Jpb Foundation
New York, NY |
Nov 14, 2024 Q3 2024 |
339,737
shares
|
$79 Million
8.36% of portfolio
|
Q3 2024
Reduced 60.07%
|
|
|
Avity Investment Management Inc.
|
Jan 14, 2025 Q4 2024 |
338,540
shares
|
$78.7 Million
6.8% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
338,411
shares
|
$78.7 Million
2.91% of portfolio
|
Q4 2024
Added 9.44%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
337,580
shares
|
$78.5 Million
3.45% of portfolio
|
Q2 2022
Added 6.88%
|
|
|
Martin Currie LTD
Edinburgh, X0 |
Nov 12, 2024 Q3 2024 |
337,577
shares
|
$78.5 Million
3.1% of portfolio
|
Q3 2024
New holding
|
|
|
Baskin Financial Services Inc.
|
Jan 24, 2025 Q4 2024 |
337,500
shares
|
$78.5 Million
6.72% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Am Investment Strategies LLC
|
Jan 21, 2025 Q4 2024 |
337,142
shares
|
$78.4 Million
9.75% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
337,029
shares
|
$78.3 Million
8.74% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
336,597
shares
|
$78.2 Million
9.1% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
336,236
shares
|
$78.2 Million
2.37% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Suvretta Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
336,147
shares
|
$78.1 Million
3.08% of portfolio
|
Q3 2024
Reduced 7.49%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
335,012
shares
|
$77.9 Million
2.71% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
334,583
shares
|
$77.8 Million
1.81% of portfolio
|
Q3 2024
Added 7.34%
|
|
|
Alleghany Corp
|
Nov 01, 2022 Q3 2022 |
333,856
shares
|
$77.6 Million
2.08% of portfolio
|
Q1 2021
Reduced 25.41%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
333,745
shares
|
$77.6 Million
12.91% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
333,504
shares
|
$77.5 Million
2.1% of portfolio
|
Q3 2024
Reduced 16.0%
|
|
|
Grassi Investment Management
|
Jan 21, 2025 Q4 2024 |
333,458
shares
|
$77.5 Million
7.13% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
332,700
shares
|
$77.3 Million
6.64% of portfolio
|
Q2 2024
Reduced 2.31%
|