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 |
|---|---|---|---|---|---|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
269,567
shares
|
$62.7 Million
6.73% of portfolio
|
Q3 2022
Reduced 3.55%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
269,020
shares
|
$62.5 Million
0.36% of portfolio
|
Q3 2022
Reduced 28.14%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Jan 23, 2025 Q4 2024 |
268,894
shares
|
$62.5 Million
6.53% of portfolio
|
Q4 2024
Added 17.23%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
266,409
shares
|
$61.9 Million
4.11% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
265,834
shares
|
$61.8 Million
8.45% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
265,733
shares
|
$61.8 Million
4.91% of portfolio
|
Q3 2024
Added 171.54%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
265,588
shares
|
$61.7 Million
0.14% of portfolio
|
Q3 2024
Added 10.22%
|
|
|
Avenir Corp
Washington, DC |
Nov 14, 2024 Q3 2024 |
264,852
shares
|
$61.6 Million
6.28% of portfolio
|
Q3 2024
Reduced 6.92%
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
264,696
shares
|
$61.5 Million
4.17% of portfolio
|
Q3 2024
Added 14.15%
|
|
|
M&G Investment Management LTD
London, X0 |
May 08, 2024 Q4 2023 |
264,485
shares
|
$61.5 Million
0.18% of portfolio
|
Q4 2023
Reduced 6.75%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
264,322
shares
|
$61.4 Million
5.2% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
263,662
shares
|
$61.3 Million
4.89% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Lee Danner & Bass Inc
|
Oct 30, 2024 Q3 2024 |
262,844
shares
|
$61.1 Million
4.31% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Jan 29, 2025 Q4 2024 |
262,525
shares
|
$61 Million
7.71% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Blackhill Capital Inc
Morristown, NJ |
Nov 12, 2024 Q3 2024 |
261,400
shares
|
$60.8 Million
3.51% of portfolio
|
Q2 2023
Reduced 0.61%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
261,105
shares
|
$60.7 Million
4.32% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
260,412
shares
|
$60.5 Million
4.23% of portfolio
|
Q2 2022
Reduced 9.57%
|
|
|
Middleton & CO Inc
|
Feb 05, 2025 Q4 2024 |
260,031
shares
|
$60.4 Million
7.3% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
259,247
shares
|
$60.3 Million
6.14% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
259,244
shares
|
$60.3 Million
6.06% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
258,856
shares
|
$60.2 Million
4.22% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
258,823
shares
|
$60.2 Million
3.38% of portfolio
|
Q4 2024
Reduced 10.24%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
258,160
shares
|
$60 Million
2.89% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
258,068
shares
|
$60 Million
7.76% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Twin Capital Management Inc
|
Nov 12, 2024 Q3 2024 |
257,633
shares
|
$59.9 Million
7.04% of portfolio
|
Q3 2024
Reduced 0.98%
|