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 |
|---|---|---|---|---|---|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
256,569
shares
|
$59.6 Million
3.52% of portfolio
|
Q3 2024
Added 20.58%
|
|
|
Nishkama Capital, LLC
Dorado, PR |
Nov 14, 2024 Q3 2024 |
256,007
shares
|
$59.5 Million
4.66% of portfolio
|
Q3 2024
Reduced 37.52%
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
255,865
shares
|
$59.5 Million
3.28% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 12, 2024 Q3 2024 |
255,703
shares
|
$59.4 Million
4.03% of portfolio
|
Q3 2024
Added 4.99%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
255,400
shares
|
$59.4 Million
2.34% of portfolio
|
Q3 2024
Added 25.69%
|
|
|
Archon Partners LLC
Princeton Junction, NJ |
Nov 14, 2024 Q3 2024 |
255,000
shares
|
$59.3 Million
6.99% of portfolio
|
Q3 2023
Reduced 2.67%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
254,803
shares
|
$59.2 Million
5.21% of portfolio
|
Q3 2024
Reduced 11.79%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
254,537
shares
|
$59.2 Million
2.27% of portfolio
|
Q4 2024
Added 5.62%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
254,454
shares
|
$59.2 Million
6.71% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2024 Q3 2024 |
253,849
shares
|
$59 Million
1.57% of portfolio
|
Q3 2024
Added 108.69%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
253,800
shares
|
$59 Million
8.69% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Sloy Dahl & Holst, LLC
|
Jan 24, 2025 Q4 2024 |
253,441
shares
|
$58.9 Million
8.72% of portfolio
|
Q4 2024
Reduced 24.66%
|
|
|
Martingale Asset Management L P
Boston, MA |
Nov 14, 2024 Q3 2024 |
252,816
shares
|
$58.8 Million
1.38% of portfolio
|
Q3 2024
Reduced 15.52%
|
|
|
Papp L Roy & Associates
|
Jan 29, 2025 Q4 2024 |
252,681
shares
|
$58.7 Million
7.82% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Nov 13, 2024 Q3 2024 |
252,520
shares
|
$58.7 Million
0.64% of portfolio
|
Q3 2024
Reduced 82.56%
|
|
|
Stillwater Capital Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
251,690
shares
|
$58.5 Million
7.99% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
251,677
shares
|
$58.5 Million
1.59% of portfolio
|
Q3 2024
Added 8888.46%
|
|
|
Ar Asset Management Inc
|
Feb 03, 2025 Q4 2024 |
251,588
shares
|
$58.5 Million
14.27% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
251,534
shares
|
$58.5 Million
3.88% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
251,471
shares
|
$58.5 Million
5.57% of portfolio
|
Q2 2023
Added 101.16%
|
|
|
Dock Street Asset Management Inc
|
Jan 28, 2025 Q4 2024 |
251,032
shares
|
$58.4 Million
7.68% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
250,656
shares
|
$58.3 Million
3.34% of portfolio
|
Q4 2024
Added 9.21%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
250,566
shares
|
$58.2 Million
2.99% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Jan 22, 2025 Q4 2024 |
249,880
shares
|
$58.1 Million
4.61% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Forbes J M & CO LLP
|
Jan 28, 2025 Q4 2024 |
249,186
shares
|
$57.9 Million
6.19% of portfolio
|
Q4 2024
Added 1.87%
|