Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,280 institutions that hold shares in the stock, with a total of 9.06 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 |
|---|---|---|---|---|---|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
576,490
shares
|
$123 Million
5.13% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
576,462
shares
|
$123 Million
7.17% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
576,144
shares
|
$123 Million
5.35% of portfolio
|
Q1 2022
Added 1.64%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
568,037
shares
|
$122 Million
2.38% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jan 28, 2025 Q4 2024 |
567,835
shares
|
$122 Million
7.67% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
561,961
shares
|
$120 Million
5.82% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Impax Asset Management Group PLC
|
Feb 04, 2025 Q4 2024 |
561,672
shares
|
$120 Million
0.71% of portfolio
|
Q4 2024
Reduced 8.87%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Feb 13, 2025 Q4 2024 |
560,986
shares
|
$120 Million
1.96% of portfolio
|
Q4 2024
Added 5.66%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Feb 04, 2025 Q4 2024 |
558,891
shares
|
$120 Million
15.38% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
558,254
shares
|
$120 Million
4.47% of portfolio
|
Q4 2024
Added 5.36%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Feb 07, 2025 Q4 2024 |
556,872
shares
|
$119 Million
5.43% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Investment House LLC
Las Vegas, NV |
Feb 10, 2025 Q4 2024 |
555,435
shares
|
$119 Million
7.69% of portfolio
|
Q4 2024
Reduced 5.07%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
555,401
shares
|
$119 Million
1.44% of portfolio
|
Q4 2022
Reduced 6.59%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
555,206
shares
|
$119 Million
1.97% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Nichols & Pratt Advisers LLP
|
Feb 05, 2025 Q4 2024 |
552,753
shares
|
$118 Million
9.56% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
551,748
shares
|
$118 Million
2.65% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
550,957
shares
|
$118 Million
3.62% of portfolio
|
Q3 2021
Added 5.97%
|
|
|
Mill Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
548,390
shares
|
$117 Million
11.45% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
548,080
shares
|
$117 Million
1.73% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Lgt Capital Partners Ltd.
|
Feb 07, 2025 Q4 2024 |
544,979
shares
|
$117 Million
5.31% of portfolio
|
Q4 2024
Reduced 7.45%
|
|
|
Dje Kapital Ag
82049 Pullach, 2M |
Feb 06, 2025 Q4 2024 |
542,229
shares
|
$116 Million
3.18% of portfolio
|
Q4 2024
New holding
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
541,915
shares
|
$116 Million
1.15% of portfolio
|
Q3 2024
Added 13.71%
|
|
|
Cacti Asset Management LLC
Atlanta, GA |
Jan 02, 2025 Q4 2024 |
540,239
shares
|
$116 Million
12.43% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
537,411
shares
|
$115 Million
2.36% of portfolio
|
Q4 2024
Added 39.98%
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
537,314
shares
|
$115 Million
4.05% of portfolio
|
Q4 2024
Added 14.78%
|