Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,697 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 $2.07 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Securian Asset Management, Inc
|
Nov 13, 2024 Q3 2024 |
840,917
shares
|
$198 Million
5.72% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
839,830
shares
|
$197 Million
7.23% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
838,129
shares
|
$197 Million
5.81% of portfolio
|
Q3 2023
Added 6.55%
|
|
|
Maryland State Retirement & Pension System
|
Nov 12, 2024 Q3 2024 |
835,965
shares
|
$197 Million
4.18% of portfolio
|
Q3 2024
Reduced 26.23%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
834,004
shares
|
$196 Million
2.44% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
830,077
shares
|
$195 Million
3.94% of portfolio
|
Q2 2024
Added 1.64%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 08, 2024 Q3 2024 |
827,005
shares
|
$194 Million
1.02% of portfolio
|
Q3 2024
Reduced 68.25%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
819,331
shares
|
$193 Million
1.33% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
815,114
shares
|
$192 Million
18.47% of portfolio
|
Q3 2024
Reduced 12.91%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
814,379
shares
|
$191 Million
4.46% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Bahl & Gaynor Inc
|
Nov 12, 2024 Q3 2024 |
813,827
shares
|
$191 Million
0.98% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
810,798
shares
|
$191 Million
2.79% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
808,421
shares
|
$190 Million
2.74% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
806,454
shares
|
$190 Million
4.58% of portfolio
|
Q3 2024
Added 4.18%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
806,344
shares
|
$190 Million
4.72% of portfolio
|
Q2 2020
Added 0.53%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
803,936
shares
|
$189 Million
2.79% of portfolio
|
Q3 2024
Added 865.62%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
798,504
shares
|
$188 Million
0.66% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
789,206
shares
|
$186 Million
32.47% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
785,700
shares
|
$185 Million
2.96% of portfolio
|
Q3 2024
Reduced 20.29%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 08, 2024 Q3 2024 |
772,600
shares
|
$182 Million
7.16% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
759,631
shares
|
$179 Million
4.42% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Greenwoods Asset Management Hong Kong Ltd.
Hong Kong, K3 |
Nov 08, 2024 Q3 2024 |
756,708
shares
|
$178 Million
5.6% of portfolio
|
Q3 2024
Added 356.95%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
755,304
shares
|
$178 Million
3.46% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Cullinan Associates Inc
|
Oct 23, 2024 Q3 2024 |
754,368
shares
|
$177 Million
9.73% of portfolio
|
Q3 2024
Reduced 5.12%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
753,572
shares
|
$177 Million
12.28% of portfolio
|
Q3 2024
Reduced 1.26%
|