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 |
|---|---|---|---|---|---|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
316,509
shares
|
$73.6 Million
3.46% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
General American Investors CO Inc
|
Oct 31, 2024 Q3 2024 |
316,000
shares
|
$73.5 Million
5.24% of portfolio
|
Q2 2024
Reduced 9.97%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
315,416
shares
|
$73.3 Million
4.76% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
315,059
shares
|
$73.2 Million
4.98% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
314,787
shares
|
$73.2 Million
1.94% of portfolio
|
Q3 2024
Added 8.75%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
314,311
shares
|
$73.1 Million
6.48% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
312,984
shares
|
$72.8 Million
3.77% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
312,691
shares
|
$72.7 Million
1.35% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Ocean Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
311,164
shares
|
$72.3 Million
17.02% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Trb Advisors LP
New York, NY |
Oct 09, 2024 Q3 2024 |
310,000
shares
|
$72.1 Million
13.29% of portfolio
|
Q2 2024
Reduced 8.82%
|
|
|
Comgest Global Investors S.A.S.
|
Nov 06, 2024 Q3 2024 |
309,404
shares
|
$71.9 Million
1.14% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Capital International Sarl
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
309,230
shares
|
$71.9 Million
1.94% of portfolio
|
Q3 2024
Added 10.86%
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
309,098
shares
|
$71.9 Million
4.71% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
308,927
shares
|
$71.8 Million
6.8% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
308,775
shares
|
$71.8 Million
5.92% of portfolio
|
Q3 2024
Added 35.15%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
308,098
shares
|
$71.6 Million
5.73% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Cincinnati Specialty Underwriters Insurance CO
|
Nov 07, 2024 Q3 2024 |
308,000
shares
|
$71.6 Million
21.14% of portfolio
|
Q3 2020
Added 300.0%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
307,273
shares
|
$71.4 Million
3.98% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
306,693
shares
|
$71.3 Million
5.99% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
306,682
shares
|
$71.3 Million
6.74% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 21, 2025 Q4 2024 |
305,264
shares
|
$71 Million
4.95% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
304,916
shares
|
$70.9 Million
2.96% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
304,777
shares
|
$70.9 Million
4.58% of portfolio
|
Q3 2024
Reduced 5.08%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
304,477
shares
|
$70.8 Million
1.35% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Mps Loria Financial Planners, LLC
|
Jan 14, 2025 Q4 2024 |
303,845
shares
|
$70.6 Million
22.54% of portfolio
|
Q4 2024
Added 0.1%
|