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 |
|---|---|---|---|---|---|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
765,143
shares
|
$162 Million
7.67% of portfolio
|
Q1 2025
Reduced 12.28%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
764,653
shares
|
$161 Million
0.72% of portfolio
|
Q1 2025
Reduced 12.68%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
763,563
shares
|
$161 Million
30.01% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Bahl & Gaynor Inc
|
May 14, 2025 Q1 2025 |
759,601
shares
|
$160 Million
0.86% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
758,928
shares
|
$160 Million
1.28% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
756,328
shares
|
$160 Million
2.79% of portfolio
|
Q1 2025
Reduced 9.83%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
750,170
shares
|
$158 Million
5.19% of portfolio
|
Q1 2025
Added 15.02%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
742,456
shares
|
$157 Million
4.91% of portfolio
|
Q1 2024
Reduced 3.17%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
741,110
shares
|
$156 Million
6.84% of portfolio
|
Q1 2025
Reduced 53.82%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 09, 2025 Q1 2025 |
740,600
shares
|
$156 Million
7.17% of portfolio
|
Q4 2024
Reduced 4.14%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
738,819
shares
|
$156 Million
2.09% of portfolio
|
Q1 2025
Reduced 13.11%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
736,292
shares
|
$155 Million
4.6% of portfolio
|
Q4 2023
Added 1.09%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
731,511
shares
|
$154 Million
11.46% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Heritage Investors Management Corp
|
May 05, 2025 Q1 2025 |
730,807
shares
|
$154 Million
5.57% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
728,021
shares
|
$154 Million
5.39% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
727,580
shares
|
$154 Million
1.48% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
May 14, 2025 Q1 2025 |
726,783
shares
|
$153 Million
3.14% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
723,674
shares
|
$153 Million
3.71% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Parsons Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
723,422
shares
|
$153 Million
9.02% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
721,426
shares
|
$152 Million
3.26% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
719,662
shares
|
$152 Million
5.01% of portfolio
|
Q1 2023
Reduced 2.39%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
716,496
shares
|
$151 Million
5.65% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
716,147
shares
|
$151 Million
3.36% of portfolio
|
Q1 2025
Added 24.12%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
713,415
shares
|
$151 Million
5.34% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
711,878
shares
|
$150 Million
3.95% of portfolio
|
Q2 2025
Added 0.96%
|