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 |
|---|---|---|---|---|---|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
913,541
shares
|
$210 Million
9.9% of portfolio
|
Q3 2024
Added 8.99%
|
|
|
Abeille Asset Management Sa
|
Jan 20, 2023 Q4 2022 |
904,418
shares
|
$208 Million
4.22% of portfolio
|
Q4 2022
Reduced 27.12%
|
|
|
Adams Diversified Equity Fund, Inc.
|
Oct 25, 2024 Q3 2024 |
904,200
shares
|
$208 Million
7.82% of portfolio
|
Q3 2024
Reduced 10.48%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
900,678
shares
|
$207 Million
3.07% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Nov 12, 2024 Q3 2024 |
899,994
shares
|
$207 Million
3.15% of portfolio
|
Q3 2024
Added 20.2%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
897,159
shares
|
$206 Million
7.09% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 04, 2024 Q3 2024 |
893,993
shares
|
$206 Million
3.72% of portfolio
|
Q3 2024
Added 5.68%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
892,455
shares
|
$205 Million
1.84% of portfolio
|
Q1 2024
Reduced 3.19%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
890,979
shares
|
$205 Million
2.66% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
884,492
shares
|
$203 Million
2.18% of portfolio
|
Q3 2024
Added 6.98%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
877,420
shares
|
$202 Million
7.08% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Nov 12, 2024 Q3 2024 |
877,000
shares
|
$202 Million
1.81% of portfolio
|
Q3 2024
Reduced 24.43%
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
876,572
shares
|
$201 Million
5.12% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
872,654
shares
|
$201 Million
2.49% of portfolio
|
Q3 2024
Added 36.93%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
867,866
shares
|
$199 Million
7.46% of portfolio
|
Q3 2024
Reduced 5.74%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
866,440
shares
|
$199 Million
7.62% of portfolio
|
Q2 2024
Added 34.03%
|
|
|
Destination Wealth Management
|
Jul 24, 2024 Q2 2024 |
866,029
shares
|
$199 Million
6.09% of portfolio
|
Q2 2024
Reduced 1.76%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Nov 04, 2024 Q3 2024 |
865,097
shares
|
$199 Million
3.94% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
853,696
shares
|
$196 Million
4.2% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
849,468
shares
|
$195 Million
5.21% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
847,414
shares
|
$195 Million
4.02% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2024 Q3 2024 |
846,551
shares
|
$195 Million
6.25% of portfolio
|
Q3 2024
Added 5.32%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
843,586
shares
|
$194 Million
4.7% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
842,007
shares
|
$194 Million
8.73% of portfolio
|
Q3 2024
Added 6.28%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
841,393
shares
|
$193 Million
3.12% of portfolio
|
Q3 2024
Reduced 3.64%
|