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 |
|---|---|---|---|---|---|
|
Blue Chip Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
213,749
shares
|
$49.7 Million
4.73% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
213,390
shares
|
$49.6 Million
2.69% of portfolio
|
Q4 2022
Added 82.42%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
212,614
shares
|
$49.4 Million
2.68% of portfolio
|
Q3 2024
Added 11.47%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
210,899
shares
|
$49 Million
3.53% of portfolio
|
Q4 2024
Added 11.02%
|
|
|
Baker Chad R
Perrysburg, OH |
Jan 15, 2025 Q4 2024 |
210,474
shares
|
$48.9 Million
10.62% of portfolio
|
Q4 2024
Reduced 8.68%
|
|
|
American Assets Investment Management, LLC
|
Nov 05, 2024 Q3 2024 |
210,000
shares
|
$48.8 Million
4.35% of portfolio
|
Q3 2020
Added 300.0%
|
|
|
Strategic Advisors LLC
|
Jan 31, 2025 Q4 2024 |
209,940
shares
|
$48.8 Million
9.65% of portfolio
|
Q4 2024
Added 14.85%
|
|
|
Cypress Capital Group
|
Feb 06, 2025 Q4 2024 |
209,307
shares
|
$48.7 Million
6.58% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
208,310
shares
|
$48.4 Million
2.94% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Estabrook Capital Management
New York, NY |
Nov 13, 2024 Q3 2024 |
208,205
shares
|
$48.4 Million
7.23% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Blue Fin Capital, Inc.
|
Nov 05, 2024 Q3 2024 |
208,179
shares
|
$48.4 Million
9.38% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
208,075
shares
|
$48.4 Million
5.8% of portfolio
|
Q2 2024
Reduced 8.26%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
207,934
shares
|
$48.3 Million
3.6% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
207,802
shares
|
$48.3 Million
10.52% of portfolio
|
Q4 2024
Reduced 17.98%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
207,656
shares
|
$48.3 Million
6.53% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
207,555
shares
|
$48.3 Million
4.89% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
207,429
shares
|
$48.2 Million
3.34% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jan 21, 2025 Q4 2024 |
207,369
shares
|
$48.2 Million
5.37% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
207,305
shares
|
$48.2 Million
6.0% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
206,529
shares
|
$48 Million
3.27% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
206,511
shares
|
$48 Million
0.67% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
205,590
shares
|
$47.8 Million
2.0% of portfolio
|
Q3 2022
Added 6718.91%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
205,069
shares
|
$47.7 Million
6.48% of portfolio
|
Q3 2022
Reduced 2.12%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
205,001
shares
|
$47.7 Million
3.69% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Lannebo Fonder Ab
|
Jan 24, 2024 Q4 2023 |
205,000
shares
|
$47.7 Million
5.23% of portfolio
|
Q4 2022
Reduced 6.82%
|