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 |
|---|---|---|---|---|---|
|
Saratoga Research & Investment Management
|
Nov 21, 2024 Q3 2024 |
332,200
shares
|
$77.2 Million
3.39% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
330,874
shares
|
$76.9 Million
6.09% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
329,448
shares
|
$76.6 Million
2.97% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
328,658
shares
|
$76.4 Million
1.27% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
328,278
shares
|
$76.3 Million
2.99% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Longbow Finance Sa
Lutry, V8 |
Feb 04, 2025 Q4 2024 |
328,254
shares
|
$76.3 Million
8.98% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Taurus Asset Management, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
328,236
shares
|
$76.3 Million
7.83% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
326,534
shares
|
$75.9 Million
6.47% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
325,533
shares
|
$75.7 Million
5.43% of portfolio
|
Q3 2024
Reduced 7.54%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
325,301
shares
|
$75.6 Million
1.82% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
324,005
shares
|
$75.3 Million
4.1% of portfolio
|
Q4 2024
Added 21.69%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
322,887
shares
|
$75.1 Million
3.83% of portfolio
|
Q3 2022
Reduced 0.39%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
322,877
shares
|
$75.1 Million
4.24% of portfolio
|
Q3 2023
Added 77.28%
|
|
|
Ls Investment Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
322,542
shares
|
$75 Million
12.51% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
322,369
shares
|
$74.9 Million
10.36% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
322,192
shares
|
$74.9 Million
3.52% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
320,842
shares
|
$74.6 Million
3.32% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
Jan 31, 2025 Q4 2024 |
319,400
shares
|
$74.3 Million
0.69% of portfolio
|
Q3 2023
Reduced 4.49%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
319,397
shares
|
$74.3 Million
4.31% of portfolio
|
Q3 2024
Added 20.09%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
319,128
shares
|
$74.2 Million
5.03% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
318,764
shares
|
$74.1 Million
4.6% of portfolio
|
Q3 2023
Added 1.8%
|
|
|
Li Lu
Himalaya Capital Management LLC | Seattle, Wa
|
Nov 14, 2024 Q3 2024 |
317,700
shares
|
$73.9 Million
3.03% of portfolio
|
Q3 2024
Reduced 58.18%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
317,619
shares
|
$73.8 Million
3.13% of portfolio
|
Q2 2022
Added 2.23%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
317,153
shares
|
$73.7 Million
2.77% of portfolio
|
Q3 2024
Added 30.85%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
316,932
shares
|
$73.7 Million
5.36% of portfolio
|
Q3 2024
Added 0.54%
|