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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Rb Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
302,430
shares
|
$70.3 Million
17.3% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
302,295
shares
|
$70.3 Million
4.38% of portfolio
|
Q2 2023
Reduced 1.33%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
301,667
shares
|
$70.1 Million
3.55% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
301,166
shares
|
$70 Million
5.2% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
301,018
shares
|
$70 Million
4.94% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
Nov 06, 2024 Q3 2024 |
300,962
shares
|
$70 Million
2.82% of portfolio
|
Q3 2024
Added 199.71%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
300,800
shares
|
$69.9 Million
23.06% of portfolio
|
Q3 2023
Added 1.1%
|
|
|
Bamco Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
300,328
shares
|
$69.8 Million
0.19% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
300,142
shares
|
$69.8 Million
2.73% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 13, 2024 Q3 2024 |
299,074
shares
|
$69.5 Million
7.77% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Close Asset Management LTD
|
Jan 28, 2025 Q4 2024 |
298,682
shares
|
$69.4 Million
2.11% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
297,910
shares
|
$69.3 Million
5.98% of portfolio
|
Q3 2023
Reduced 2.46%
|
|
|
Wendell David Associates Inc
|
Jan 17, 2025 Q4 2024 |
297,451
shares
|
$69.1 Million
7.36% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
295,822
shares
|
$68.8 Million
6.63% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
295,822
shares
|
$68.8 Million
7.76% of portfolio
|
Q3 2024
Added 11.52%
|
|
|
Richard Bernstein Advisors LLC
|
Feb 04, 2025 Q4 2024 |
295,272
shares
|
$68.6 Million
1.69% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Cfm Wealth Partners LLC
|
Jan 24, 2025 Q4 2024 |
294,521
shares
|
$68.5 Million
12.53% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
294,296
shares
|
$68.4 Million
25.59% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
293,839
shares
|
$68.3 Million
4.73% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Guide Stone Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
293,577
shares
|
$68.2 Million
100.0% of portfolio
|
Q3 2022
Reduced 50.13%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
293,349
shares
|
$68.2 Million
4.2% of portfolio
|
Q4 2024
Added 9.04%
|
|
|
M&G PLC
London, X0 |
Oct 31, 2024 Q3 2024 |
292,852
shares
|
$68.1 Million
0.25% of portfolio
|
Q3 2024
Added 42.43%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Feb 05, 2025 Q4 2024 |
291,931
shares
|
$67.9 Million
10.88% of portfolio
|
Q4 2024
Reduced 0.61%
|