Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,695 institutions that hold shares in the stock, with a total of 8.8 Billion shares, which have been reported (via 13F filing form) to have a value of $2.02 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
1,750,633
shares
|
$402 Million
7.01% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 12, 2024 Q3 2024 |
1,736,650
shares
|
$399 Million
8.9% of portfolio
|
Q3 2024
Added 3891.75%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
1,709,940
shares
|
$393 Million
6.54% of portfolio
|
Q3 2024
Added 9.13%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
1,696,113
shares
|
$390 Million
3.9% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2024 Q3 2024 |
1,684,262
shares
|
$387 Million
9.08% of portfolio
|
Q3 2024
Added 9.4%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,658,830
shares
|
$381 Million
0.61% of portfolio
|
Q3 2024
Reduced 19.14%
|
|
|
Achmea Investment Management B.V.
|
Nov 12, 2024 Q3 2024 |
1,656,013
shares
|
$381 Million
6.36% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Epoch Investment Partners, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
1,654,703
shares
|
$380 Million
1.78% of portfolio
|
Q3 2024
Reduced 9.84%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
1,650,790
shares
|
$379 Million
6.48% of portfolio
|
Q1 2024
Added 7.2%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
1,612,385
shares
|
$371 Million
2.71% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
1,603,496
shares
|
$369 Million
1.97% of portfolio
|
Q3 2024
Reduced 9.22%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,602,167
shares
|
$368 Million
5.35% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
1,568,982
shares
|
$361 Million
5.08% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
|
Terry Smith
Fundsmith LLP | London, X0
|
Nov 14, 2024 Q3 2024 |
1,558,589
shares
|
$358 Million
1.47% of portfolio
|
Q2 2024
Reduced 2.44%
|
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
1,542,156
shares
|
$354 Million
1.17% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Axiom Investors LLC
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
1,541,168
shares
|
$354 Million
3.21% of portfolio
|
Q3 2024
Added 12.6%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
1,532,986
shares
|
$352 Million
3.66% of portfolio
|
Q3 2024
Reduced 6.48%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
1,524,556
shares
|
$350 Million
3.21% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
1,509,115
shares
|
$347 Million
2.94% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Rja Asset Management LLC
Stamford, CT |
Oct 04, 2024 Q3 2024 |
1,485,179
shares
|
$341 Million
87.61% of portfolio
|
Q1 2024
Reduced 5.49%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
1,484,927
shares
|
$341 Million
2.72% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
1,473,420
shares
|
$339 Million
1.73% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
1,472,758
shares
|
$339 Million
3.17% of portfolio
|
Q3 2024
Added 12.23%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Nov 12, 2024 Q3 2024 |
1,471,257
shares
|
$338 Million
0.82% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
1,458,210
shares
|
$335 Million
6.69% of portfolio
|
Q3 2024
Added 0.42%
|