Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,697 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 $2.07 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
455,952
shares
|
$107 Million
2.76% of portfolio
|
Q1 2024
Reduced 4.65%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
454,798
shares
|
$107 Million
12.09% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
452,296
shares
|
$106 Million
2.89% of portfolio
|
Q4 2023
Reduced 2.36%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
451,475
shares
|
$106 Million
3.53% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 06, 2024 Q3 2024 |
450,155
shares
|
$106 Million
7.38% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 12, 2024 Q3 2024 |
450,076
shares
|
$106 Million
1.82% of portfolio
|
Q3 2024
Added 21.26%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
449,350
shares
|
$106 Million
2.72% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Wilkinson Global Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
449,142
shares
|
$106 Million
6.55% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Oct 03, 2024 Q3 2024 |
448,210
shares
|
$105 Million
38.82% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
447,534
shares
|
$105 Million
5.69% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
443,693
shares
|
$104 Million
3.56% of portfolio
|
Q2 2024
Added 16.72%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
442,710
shares
|
$104 Million
3.81% of portfolio
|
Q3 2024
Added 4.31%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2024 Q3 2024 |
440,809
shares
|
$104 Million
4.61% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
440,763
shares
|
$104 Million
2.89% of portfolio
|
Q3 2024
Reduced 7.91%
|
|
|
Howard Capital Management Group, LLC
|
Nov 19, 2024 Q3 2024 |
440,750
shares
|
$104 Million
7.22% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
440,621
shares
|
$104 Million
3.9% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 30, 2024 Q3 2024 |
439,469
shares
|
$103 Million
33.8% of portfolio
|
Q3 2024
Added 48.26%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
438,984
shares
|
$103 Million
2.14% of portfolio
|
Q3 2024
Added 4.06%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
438,511
shares
|
$103 Million
3.99% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
437,325
shares
|
$103 Million
1.05% of portfolio
|
Q3 2024
Added 11.51%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
433,946
shares
|
$102 Million
5.15% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Bdf Gestion
Paris, I0 |
Oct 15, 2024 Q3 2024 |
431,516
shares
|
$101 Million
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Nippon Life Global Investors Americas, Inc.
|
Nov 14, 2024 Q3 2024 |
431,310
shares
|
$101 Million
4.38% of portfolio
|
Q3 2024
Added 5.72%
|
|
|
Kempen Capital Management N.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
431,254
shares
|
$101 Million
1.05% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
429,804
shares
|
$101 Million
1.78% of portfolio
|
Q3 2024
Added 34.97%
|