Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,576 institutions that hold shares in the stock, with a total of 8.98 Billion shares, which have been reported (via 13F filing form) to have a value of $2.4 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
M&G Investment Management LTD
London, X0 |
May 08, 2024 Q4 2023 |
264,485
shares
|
$70.7 Million
0.18% of portfolio
|
Q4 2023
Reduced 6.75%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
264,038
shares
|
$70.6 Million
8.52% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
262,927
shares
|
$70.3 Million
3.78% of portfolio
|
Q3 2025
Reduced 4.86%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
262,608
shares
|
$70.2 Million
6.79% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
262,373
shares
|
$70.2 Million
1.1% of portfolio
|
Q3 2025
Added 6.76%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Oct 30, 2025 Q3 2025 |
262,323
shares
|
$70.2 Million
3.74% of portfolio
|
Q3 2025
Added 5.55%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
261,875
shares
|
$70 Million
2.76% of portfolio
|
Q3 2025
Added 11.16%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
261,723
shares
|
$70 Million
5.16% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
261,659
shares
|
$70 Million
4.95% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Tcw Group Inc
|
Nov 14, 2025 Q3 2025 |
261,559
shares
|
$70 Million
0.61% of portfolio
|
Q3 2025
Reduced 53.02%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
260,565
shares
|
$69.7 Million
4.94% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
260,412
shares
|
$69.6 Million
4.23% of portfolio
|
Q2 2022
Reduced 9.57%
|
|
|
Hemenway Trust CO LLC
|
Nov 07, 2025 Q3 2025 |
260,282
shares
|
$69.6 Million
5.35% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 13, 2025 Q3 2025 |
260,109
shares
|
$69.6 Million
8.89% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Zwj Investment Counsel Inc
|
Oct 15, 2025 Q3 2025 |
259,899
shares
|
$69.5 Million
2.39% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
259,728
shares
|
$69.5 Million
3.84% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
258,697
shares
|
$69.2 Million
3.65% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
258,030
shares
|
$69 Million
1.03% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
257,853
shares
|
$69 Million
2.86% of portfolio
|
Q3 2025
Added 4.84%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
257,693
shares
|
$68.9 Million
3.94% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Dillon & Associates Inc
|
Oct 28, 2025 Q3 2025 |
257,384
shares
|
$68.8 Million
8.44% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Longbow Finance Sa
Lutry, V8 |
Nov 06, 2025 Q3 2025 |
256,333
shares
|
$68.6 Million
6.44% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
253,776
shares
|
$67.9 Million
3.91% of portfolio
|
Q3 2025
Added 16.4%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 06, 2025 Q3 2025 |
252,799
shares
|
$67.6 Million
4.57% of portfolio
|
Q3 2025
Reduced 6.68%
|
|
|
Archon Partners LLC
Princeton Junction, NJ |
Nov 14, 2025 Q3 2025 |
252,000
shares
|
$67.4 Million
6.98% of portfolio
|
Q3 2025
Reduced 1.18%
|
|