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 |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
702,402
shares
|
$148 Million
2.6% of portfolio
|
Q2 2024
Added 2.32%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
May 12, 2025 Q1 2025 |
702,057
shares
|
$148 Million
4.58% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
New Mexico Educational Retirement Board
|
Apr 30, 2025 Q1 2025 |
701,864
shares
|
$148 Million
5.59% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
700,823
shares
|
$148 Million
2.27% of portfolio
|
Q1 2025
Added 30.41%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
700,210
shares
|
$148 Million
3.27% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
May 14, 2025 Q1 2025 |
697,772
shares
|
$147 Million
4.63% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
694,515
shares
|
$147 Million
5.11% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
694,300
shares
|
$147 Million
3.5% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
693,817
shares
|
$146 Million
7.8% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
691,576
shares
|
$146 Million
6.65% of portfolio
|
Q2 2022
Added 1.89%
|
|
|
Maryland State Retirement & Pension System
|
May 09, 2025 Q1 2025 |
690,638
shares
|
$146 Million
3.76% of portfolio
|
Q1 2025
Reduced 10.74%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Apr 16, 2025 Q1 2025 |
689,413
shares
|
$146 Million
3.53% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
688,970
shares
|
$145 Million
5.86% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
May 15, 2025 Q1 2025 |
687,788
shares
|
$145 Million
3.77% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
682,871
shares
|
$144 Million
13.62% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
677,724
shares
|
$143 Million
3.14% of portfolio
|
Q1 2023
Added 11.56%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
673,739
shares
|
$142 Million
0.4% of portfolio
|
Q3 2022
Reduced 0.98%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
May 13, 2025 Q1 2025 |
671,200
shares
|
$142 Million
2.55% of portfolio
|
Q1 2025
Added 15.05%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
669,867
shares
|
$141 Million
2.29% of portfolio
|
Q1 2025
Added 9.45%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
668,030
shares
|
$141 Million
3.53% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
667,482
shares
|
$141 Million
5.68% of portfolio
|
Q4 2024
Reduced 9.86%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
665,837
shares
|
$141 Million
2.63% of portfolio
|
Q4 2022
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
665,801
shares
|
$141 Million
1.39% of portfolio
|
Q1 2025
Added 8.8%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
664,314
shares
|
$140 Million
4.81% of portfolio
|
Q4 2023
New holding
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
663,055
shares
|
$140 Million
7.67% of portfolio
|
Q1 2025
Added 8.43%
|