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 |
|---|---|---|---|---|---|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
455,952
shares
|
$96.3 Million
2.76% of portfolio
|
Q1 2024
Reduced 4.65%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
455,588
shares
|
$96.2 Million
3.2% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
453,545
shares
|
$95.8 Million
2.04% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
453,528
shares
|
$95.8 Million
3.59% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
452,296
shares
|
$95.5 Million
2.89% of portfolio
|
Q4 2023
Reduced 2.36%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
May 08, 2025 Q1 2025 |
451,847
shares
|
$95.4 Million
0.77% of portfolio
|
Q1 2025
Added 19.54%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
451,444
shares
|
$95.3 Million
2.69% of portfolio
|
Q1 2025
Added 12.82%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
451,282
shares
|
$95.3 Million
3.23% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
449,725
shares
|
$95 Million
3.75% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
448,414
shares
|
$94.7 Million
4.54% of portfolio
|
Q1 2025
Added 8.23%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
447,896
shares
|
$94.6 Million
4.42% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
447,882
shares
|
$94.6 Million
7.91% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
May 12, 2025 Q1 2025 |
445,379
shares
|
$94 Million
32.92% of portfolio
|
Q1 2025
Added 21604.63%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
444,776
shares
|
$93.9 Million
1.61% of portfolio
|
Q1 2025
Added 19.26%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
443,612
shares
|
$93.7 Million
5.19% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
443,169
shares
|
$93.6 Million
2.89% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
May 13, 2025 Q1 2025 |
441,926
shares
|
$93.3 Million
4.07% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
439,189
shares
|
$92.7 Million
4.79% of portfolio
|
Q1 2025
Reduced 16.2%
|
|
|
Wilkinson Global Asset Management LLC
|
May 01, 2025 Q1 2025 |
437,707
shares
|
$92.4 Million
6.28% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
437,614
shares
|
$92.4 Million
3.05% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
437,603
shares
|
$92.4 Million
2.35% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
437,416
shares
|
$92.4 Million
11.34% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Franklin Street Advisors Inc
|
Apr 15, 2025 Q1 2025 |
437,005
shares
|
$92.3 Million
6.86% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
436,904
shares
|
$92.2 Million
1.32% of portfolio
|
Q1 2025
Reduced 7.51%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
436,540
shares
|
$92.2 Million
4.39% of portfolio
|
Q1 2025
Reduced 0.24%
|