Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,369 institutions that hold shares in the stock, with a total of 8.96 Billion shares, which have been reported (via 13F filing form) to have a value of $1.8 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
May 07, 2025 Q1 2025 |
1,876,782
shares
|
$377 Million
5.67% of portfolio
|
Q1 2025
Reduced 13.38%
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
1,870,468
shares
|
$376 Million
9.97% of portfolio
|
Q1 2025
Added 31.56%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
1,866,407
shares
|
$375 Million
3.42% of portfolio
|
Q1 2025
Added 11.73%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
1,852,096
shares
|
$372 Million
1.29% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Apr 17, 2025 Q1 2025 |
1,851,021
shares
|
$372 Million
4.85% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
May 20, 2025 Q1 2025 |
1,846,759
shares
|
$371 Million
4.37% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Aegon Asset Management Uk PLC
|
Apr 10, 2025 Q1 2025 |
1,845,164
shares
|
$371 Million
5.97% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Boston Trust Walden Corp
|
Apr 21, 2025 Q1 2025 |
1,804,596
shares
|
$363 Million
2.98% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
May 09, 2025 Q1 2025 |
1,801,605
shares
|
$362 Million
4.72% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Yarbrough Capital, LLC
|
Apr 14, 2025 Q1 2025 |
1,797,645
shares
|
$361 Million
17.39% of portfolio
|
Q1 2025
Reduced 6.31%
|
|
|
Jupiter Asset Management LTD
|
May 09, 2025 Q1 2025 |
1,791,655
shares
|
$360 Million
4.08% of portfolio
|
Q1 2025
Added 12.33%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
1,790,932
shares
|
$360 Million
5.63% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Sarasin & Partners LLP
|
Apr 15, 2025 Q1 2025 |
1,783,846
shares
|
$359 Million
4.41% of portfolio
|
Q1 2025
Reduced 36.39%
|
|
|
Ossiam
Paris, I0 |
May 14, 2025 Q1 2025 |
1,783,566
shares
|
$359 Million
5.64% of portfolio
|
Q1 2025
Added 303.19%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,782,169
shares
|
$358 Million
7.08% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
1,769,573
shares
|
$356 Million
3.83% of portfolio
|
Q1 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,760,497
shares
|
$354 Million
4.95% of portfolio
|
Q1 2025
Added 122.07%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
1,742,665
shares
|
$350 Million
5.17% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
1,732,390
shares
|
$348 Million
5.67% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Mufg Securities Emea PLC
London, X0 |
May 12, 2025 Q1 2025 |
1,727,163
shares
|
$347 Million
9.02% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
May 14, 2025 Q1 2025 |
1,721,237
shares
|
$346 Million
1.32% of portfolio
|
Q1 2025
Reduced 16.29%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,702,132
shares
|
$342 Million
6.28% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,694,316
shares
|
$341 Million
3.6% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
1,657,228
shares
|
$333 Million
4.2% of portfolio
|
Q1 2025
Reduced 7.24%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
1,650,790
shares
|
$332 Million
6.48% of portfolio
|
Q1 2024
Added 7.2%
|