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 |
|---|---|---|---|---|---|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
853,565
shares
|
$180 Million
6.69% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Adams Diversified Equity Fund, Inc.
|
Apr 23, 2025 Q1 2025 |
843,400
shares
|
$178 Million
7.7% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Silvant Capital Management LLC
|
May 14, 2025 Q1 2025 |
838,894
shares
|
$177 Million
8.79% of portfolio
|
Q1 2025
Reduced 10.83%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
838,129
shares
|
$177 Million
5.81% of portfolio
|
Q3 2023
Added 6.55%
|
|
|
Windward Capital Management CO
|
May 13, 2025 Q1 2025 |
836,148
shares
|
$177 Million
17.5% of portfolio
|
Q1 2025
Reduced 17.23%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
831,258
shares
|
$176 Million
2.67% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
825,042
shares
|
$174 Million
0.9% of portfolio
|
Q1 2025
Added 9133.82%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
817,686
shares
|
$173 Million
7.69% of portfolio
|
Q1 2025
Reduced 6.04%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Apr 30, 2025 Q1 2025 |
814,440
shares
|
$172 Million
4.45% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
807,698
shares
|
$171 Million
2.76% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
806,344
shares
|
$170 Million
4.72% of portfolio
|
Q2 2020
Added 0.53%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
805,110
shares
|
$170 Million
1.31% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
803,984
shares
|
$170 Million
5.68% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Spears Abacus Advisors LLC
|
May 14, 2025 Q1 2025 |
801,903
shares
|
$169 Million
4.33% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
795,747
shares
|
$168 Million
5.47% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
794,740
shares
|
$168 Million
1.53% of portfolio
|
Q1 2025
Added 28.02%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
793,984
shares
|
$168 Million
7.47% of portfolio
|
Q1 2025
Added 11.07%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
790,483
shares
|
$167 Million
4.19% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Baillie Gifford & CO
|
May 07, 2025 Q1 2025 |
785,534
shares
|
$166 Million
0.16% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Greenwoods Asset Management Hong Kong Ltd.
Hong Kong, K3 |
May 14, 2025 Q1 2025 |
782,255
shares
|
$165 Million
5.51% of portfolio
|
Q1 2025
Added 5.1%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
May 13, 2025 Q1 2025 |
781,497
shares
|
$165 Million
6.76% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
775,631
shares
|
$164 Million
4.5% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Capital International, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
768,749
shares
|
$162 Million
2.18% of portfolio
|
Q1 2025
Added 5.03%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
May 15, 2025 Q1 2025 |
768,522
shares
|
$162 Million
3.68% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
768,417
shares
|
$162 Million
3.94% of portfolio
|
Q1 2025
Added 4.09%
|