Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,373 institutions that hold shares in the stock, with a total of 9.17 Billion shares, which have been reported (via 13F filing form) to have a value of $1.94 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aristotle Atlantic Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
997,924
shares
|
$211 Million
7.53% of portfolio
|
Q1 2025
Reduced 8.76%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
996,072
shares
|
$210 Million
6.1% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
975,375
shares
|
$206 Million
6.52% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
973,700
shares
|
$206 Million
3.04% of portfolio
|
Q1 2025
Added 65.12%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
970,615
shares
|
$205 Million
11.27% of portfolio
|
Q3 2022
Reduced 0.67%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
966,669
shares
|
$204 Million
4.0% of portfolio
|
Q3 2022
Added 3.37%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
966,540
shares
|
$204 Million
6.2% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
964,160
shares
|
$204 Million
3.4% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
960,370
shares
|
$203 Million
7.22% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Metis Global Partners, LLC
|
May 07, 2025 Q1 2025 |
959,258
shares
|
$203 Million
6.12% of portfolio
|
Q1 2025
Added 9.95%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
959,240
shares
|
$203 Million
2.3% of portfolio
|
Q1 2025
Added 1679.5%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
958,647
shares
|
$202 Million
3.87% of portfolio
|
Q1 2025
Added 9.61%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
948,914
shares
|
$200 Million
6.7% of portfolio
|
Q1 2025
Added 68.86%
|
|
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
May 02, 2025 Q1 2025 |
941,804
shares
|
$199 Million
2.89% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
May 14, 2025 Q1 2025 |
940,419
shares
|
$199 Million
1.01% of portfolio
|
Q1 2025
Added 52.37%
|
|
|
Fishman Jay A LTD
Troy, MI |
Apr 22, 2025 Q1 2025 |
939,776
shares
|
$198 Million
23.16% of portfolio
|
Q1 2025
Reduced 11.64%
|
|
|
Magellan Asset Management LTD
Sydney, C3 |
May 12, 2025 Q1 2025 |
932,266
shares
|
$197 Million
2.52% of portfolio
|
Q1 2025
Reduced 24.91%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
930,756
shares
|
$197 Million
12.16% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
929,883
shares
|
$196 Million
3.92% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
May 14, 2025 Q1 2025 |
929,015
shares
|
$196 Million
3.85% of portfolio
|
Q1 2025
Added 26.97%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
May 12, 2025 Q1 2025 |
928,670
shares
|
$196 Million
8.4% of portfolio
|
Q1 2025
Reduced 13.9%
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Apr 30, 2025 Q1 2025 |
928,331
shares
|
$196 Million
3.18% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
928,218
shares
|
$196 Million
2.5% of portfolio
|
Q2 2025
Added 35.35%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
927,659
shares
|
$196 Million
3.95% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
926,612
shares
|
$196 Million
3.15% of portfolio
|
Q1 2025
Reduced 4.53%
|