Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,280 institutions that hold shares in the stock, with a total of 9.06 Billion shares, which have been reported (via 13F filing form) to have a value of $1.95 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
815,335
shares
|
$175 Million
3.04% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Securian Asset Management, Inc
|
Feb 10, 2025 Q4 2024 |
812,411
shares
|
$174 Million
6.01% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
806,344
shares
|
$173 Million
4.72% of portfolio
|
Q2 2020
Added 0.53%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
806,303
shares
|
$173 Million
1.38% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
804,697
shares
|
$172 Million
4.78% of portfolio
|
Q4 2024
Added 21.9%
|
|
|
Spears Abacus Advisors LLC
|
Feb 12, 2025 Q4 2024 |
799,798
shares
|
$171 Million
4.61% of portfolio
|
Q4 2024
Reduced 6.31%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
799,497
shares
|
$171 Million
5.19% of portfolio
|
Q4 2024
Reduced 8.79%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
792,773
shares
|
$170 Million
2.86% of portfolio
|
Q4 2024
Added 9.91%
|
|
|
Bahl & Gaynor Inc
|
Feb 06, 2025 Q4 2024 |
782,908
shares
|
$168 Million
1.04% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Maryland State Retirement & Pension System
|
Feb 10, 2025 Q4 2024 |
773,738
shares
|
$166 Million
4.31% of portfolio
|
Q4 2024
Reduced 7.44%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
767,733
shares
|
$164 Million
4.62% of portfolio
|
Q4 2024
Added 7.05%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
766,156
shares
|
$164 Million
1.56% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Feb 10, 2025 Q4 2024 |
764,075
shares
|
$164 Million
7.34% of portfolio
|
Q4 2024
Added 12.35%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
760,075
shares
|
$163 Million
33.27% of portfolio
|
Q4 2024
Reduced 3.69%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
753,773
shares
|
$161 Million
3.8% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
749,682
shares
|
$161 Million
10.43% of portfolio
|
Q4 2024
Added 19.06%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Feb 11, 2025 Q4 2024 |
747,245
shares
|
$160 Million
4.05% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Greenwoods Asset Management Hong Kong Ltd.
Hong Kong, K3 |
Feb 07, 2025 Q4 2024 |
744,308
shares
|
$159 Million
6.18% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
742,456
shares
|
$159 Million
4.91% of portfolio
|
Q1 2024
Reduced 3.17%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
740,786
shares
|
$159 Million
12.97% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Feb 07, 2025 Q4 2024 |
740,600
shares
|
$159 Million
7.47% of portfolio
|
Q4 2024
Reduced 4.14%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
738,227
shares
|
$158 Million
4.66% of portfolio
|
Q4 2024
Added 12.88%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
736,292
shares
|
$158 Million
4.6% of portfolio
|
Q4 2023
Added 1.09%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Feb 10, 2025 Q4 2024 |
736,215
shares
|
$158 Million
4.87% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Heritage Investors Management Corp
|
Feb 04, 2025 Q4 2024 |
736,090
shares
|
$158 Million
5.95% of portfolio
|
Q4 2024
Added 0.59%
|