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 |
|---|---|---|---|---|---|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
249,087
shares
|
$57.9 Million
5.68% of portfolio
|
Q4 2024
Added 12.99%
|
|
|
Newlands Management Operations LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
248,975
shares
|
$57.9 Million
0.42% of portfolio
|
Q4 2022
New holding
|
|
|
Jacobs & CO
|
Jan 10, 2025 Q4 2024 |
248,949
shares
|
$57.9 Million
6.34% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
248,868
shares
|
$57.9 Million
5.37% of portfolio
|
Q3 2022
Reduced 0.26%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Jan 15, 2025 Q4 2024 |
248,706
shares
|
$57.8 Million
3.67% of portfolio
|
Q4 2024
Added 30.71%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Nov 14, 2024 Q3 2024 |
248,369
shares
|
$57.7 Million
5.6% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Nov 14, 2024 Q3 2024 |
248,356
shares
|
$57.7 Million
1.8% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
247,505
shares
|
$57.5 Million
4.05% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Violich Capital Management, Inc.
|
Jan 29, 2025 Q4 2024 |
246,947
shares
|
$57.4 Million
8.04% of portfolio
|
Q4 2024
Reduced 5.13%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
246,608
shares
|
$57.3 Million
4.02% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Gladstone Capital Management LLP
London, X0 |
Nov 13, 2024 Q3 2024 |
245,603
shares
|
$57.1 Million
5.67% of portfolio
|
Q3 2024
Reduced 28.6%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jan 21, 2025 Q4 2024 |
244,389
shares
|
$56.8 Million
2.0% of portfolio
|
Q4 2024
Reduced 16.08%
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
244,354
shares
|
$56.8 Million
6.84% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
242,442
shares
|
$56.4 Million
3.36% of portfolio
|
Q3 2024
Added 4995.46%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
242,382
shares
|
$56.3 Million
5.67% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Nov 13, 2024 Q3 2024 |
241,077
shares
|
$56 Million
7.44% of portfolio
|
Q3 2024
Reduced 21.86%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
240,849
shares
|
$56 Million
4.31% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
240,664
shares
|
$55.9 Million
5.83% of portfolio
|
Q4 2024
Added 15.11%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
240,458
shares
|
$55.9 Million
4.59% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
239,710
shares
|
$55.7 Million
3.89% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
239,383
shares
|
$55.6 Million
8.45% of portfolio
|
Q3 2024
Added 7.77%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 28, 2025 Q4 2024 |
239,051
shares
|
$55.6 Million
11.25% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Guardian Capital LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
238,750
shares
|
$55.5 Million
2.25% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
238,701
shares
|
$55.5 Million
2.42% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
237,826
shares
|
$55.3 Million
7.35% of portfolio
|
Q4 2024
Reduced 11.73%
|