Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,172 institutions that hold shares in the stock, with a total of 9.03 Billion shares, which have been reported (via 13F filing form) to have a value of $2.21 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
806,303
shares
|
$197 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
|
$197 Million
4.78% of portfolio
|
Q4 2024
Added 21.9%
|
|
|
Spears Abacus Advisors LLC
|
Feb 12, 2025 Q4 2024 |
799,798
shares
|
$196 Million
4.61% of portfolio
|
Q4 2024
Reduced 6.31%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
799,497
shares
|
$196 Million
5.19% of portfolio
|
Q4 2024
Reduced 8.79%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
792,773
shares
|
$194 Million
2.86% of portfolio
|
Q4 2024
Added 9.91%
|
|
|
Bahl & Gaynor Inc
|
Feb 06, 2025 Q4 2024 |
782,908
shares
|
$191 Million
1.04% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Maryland State Retirement & Pension System
|
Feb 10, 2025 Q4 2024 |
773,738
shares
|
$189 Million
4.31% of portfolio
|
Q4 2024
Reduced 7.44%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
767,733
shares
|
$188 Million
4.62% of portfolio
|
Q4 2024
Added 7.05%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
766,156
shares
|
$187 Million
1.56% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Feb 10, 2025 Q4 2024 |
764,075
shares
|
$187 Million
7.34% of portfolio
|
Q4 2024
Added 12.35%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
760,075
shares
|
$186 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
|
$184 Million
3.8% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
749,682
shares
|
$183 Million
10.43% of portfolio
|
Q4 2024
Added 19.06%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Feb 11, 2025 Q4 2024 |
747,245
shares
|
$183 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
|
$182 Million
6.18% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
742,456
shares
|
$182 Million
4.91% of portfolio
|
Q1 2024
Reduced 3.17%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
740,786
shares
|
$181 Million
12.97% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Feb 07, 2025 Q4 2024 |
740,600
shares
|
$181 Million
7.47% of portfolio
|
Q4 2024
Reduced 4.14%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
740,508
shares
|
$181 Million
4.91% of portfolio
|
Q3 2024
Reduced 21.29%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
738,227
shares
|
$181 Million
4.66% of portfolio
|
Q4 2024
Added 12.88%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
736,292
shares
|
$180 Million
4.6% of portfolio
|
Q4 2023
Added 1.09%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Feb 10, 2025 Q4 2024 |
736,215
shares
|
$180 Million
4.87% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Heritage Investors Management Corp
|
Feb 04, 2025 Q4 2024 |
736,090
shares
|
$180 Million
5.95% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
734,077
shares
|
$180 Million
5.24% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Feb 06, 2025 Q4 2024 |
732,188
shares
|
$179 Million
1.65% of portfolio
|
Q4 2024
Reduced 16.51%
|