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 |
|---|---|---|---|---|---|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
483,810
shares
|
$102 Million
1.05% of portfolio
|
Q1 2025
Reduced 19.2%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
481,246
shares
|
$102 Million
5.65% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Apr 29, 2025 Q1 2025 |
479,722
shares
|
$101 Million
6.7% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
478,791
shares
|
$101 Million
3.43% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
May 14, 2025 Q1 2025 |
477,777
shares
|
$101 Million
1.7% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
477,045
shares
|
$101 Million
3.3% of portfolio
|
Q1 2025
Added 5.63%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
476,686
shares
|
$101 Million
1.57% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Zevenbergen Capital Investments LLC
Seattle, WA |
Jul 07, 2025 Q2 2025 |
475,911
shares
|
$100 Million
1.96% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
475,526
shares
|
$100 Million
1.36% of portfolio
|
Q1 2025
Reduced 13.24%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
May 08, 2025 Q1 2025 |
471,257
shares
|
$99.5 Million
3.16% of portfolio
|
Q1 2025
Reduced 86.25%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
469,619
shares
|
$99.2 Million
3.1% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Waverton Investment Management LTD
|
Apr 24, 2025 Q1 2025 |
469,312
shares
|
$99.1 Million
1.82% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
468,866
shares
|
$99 Million
6.1% of portfolio
|
Q3 2022
Reduced 10.6%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
468,063
shares
|
$98.8 Million
4.46% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Chicago Capital, LLC
|
Apr 17, 2025 Q1 2025 |
467,876
shares
|
$98.8 Million
2.96% of portfolio
|
Q1 2025
Reduced 12.01%
|
|
|
Cohen Klingenstein LLC
|
Apr 15, 2025 Q1 2025 |
466,472
shares
|
$98.5 Million
3.87% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Locust Wood Capital Advisers, LLC
|
May 12, 2025 Q1 2025 |
466,107
shares
|
$98.4 Million
3.83% of portfolio
|
Q1 2025
Added 23.21%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
465,265
shares
|
$98.2 Million
2.16% of portfolio
|
Q2 2025
Added 5.66%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
464,853
shares
|
$98.1 Million
3.72% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
463,863
shares
|
$97.9 Million
11.65% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
463,601
shares
|
$97.9 Million
7.42% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
462,041
shares
|
$97.6 Million
3.35% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Cullinan Associates Inc
|
Apr 22, 2025 Q1 2025 |
460,720
shares
|
$97.3 Million
7.33% of portfolio
|
Q1 2025
Reduced 29.86%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
459,850
shares
|
$97.1 Million
23.2% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Belmont Capital, LLC
|
May 15, 2025 Q1 2025 |
459,358
shares
|
$97 Million
18.92% of portfolio
|
Q1 2025
Added 48.29%
|