Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,695 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 $2.02 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
701,458
shares
|
$161 Million
3.36% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
700,784
shares
|
$161 Million
7.32% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 14, 2024 Q2 2024 |
700,027
shares
|
$161 Million
6.57% of portfolio
|
Q2 2024
Reduced 0.75%
|
|
|
7 G Capital Management, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
700,000
shares
|
$161 Million
71.77% of portfolio
|
Q4 2020
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
691,576
shares
|
$159 Million
6.65% of portfolio
|
Q2 2022
Added 1.89%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
686,330
shares
|
$158 Million
1.9% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
686,229
shares
|
$158 Million
3.67% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
682,059
shares
|
$157 Million
3.8% of portfolio
|
Q3 2024
Added 20.23%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Nov 13, 2024 Q3 2024 |
680,078
shares
|
$156 Million
6.55% of portfolio
|
Q3 2024
Added 13.19%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
677,724
shares
|
$156 Million
3.14% of portfolio
|
Q1 2023
Added 11.56%
|
|
|
Cohen Klingenstein LLC
|
Oct 15, 2024 Q3 2024 |
677,546
shares
|
$156 Million
5.73% of portfolio
|
Q1 2024
Reduced -0.0%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
675,958
shares
|
$155 Million
4.5% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Capital International, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
674,635
shares
|
$155 Million
2.08% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
674,178
shares
|
$155 Million
14.5% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
673,739
shares
|
$155 Million
0.4% of portfolio
|
Q3 2022
Reduced 0.98%
|
|
|
Argent Capital Management LLC
|
Oct 22, 2024 Q3 2024 |
673,706
shares
|
$155 Million
4.44% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
671,569
shares
|
$154 Million
5.01% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Northeast Investment Management
|
Oct 29, 2024 Q3 2024 |
671,557
shares
|
$154 Million
7.17% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
670,692
shares
|
$154 Million
5.1% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
670,530
shares
|
$154 Million
5.13% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
665,837
shares
|
$153 Million
2.63% of portfolio
|
Q4 2022
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
664,314
shares
|
$153 Million
4.81% of portfolio
|
Q4 2023
New holding
|
|
|
Artemis Investment Management LLP
|
Oct 08, 2024 Q3 2024 |
664,287
shares
|
$153 Million
2.51% of portfolio
|
Q3 2024
Reduced 39.51%
|
|
|
First American Bank
Dundee, IL |
Oct 24, 2024 Q3 2024 |
663,661
shares
|
$153 Million
11.11% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
662,801
shares
|
$152 Million
6.89% of portfolio
|
Q3 2024
Reduced 6.37%
|