Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,366 institutions that hold shares in the stock, with a total of 8.96 Billion shares, which have been reported (via 13F filing form) to have a value of $1.8 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
405,162
shares
|
$81.6 Million
4.14% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
404,964
shares
|
$81.6 Million
0.93% of portfolio
|
Q1 2025
Reduced 44.69%
|
|
|
Nippon Life Global Investors Americas, Inc.
|
May 15, 2025 Q1 2025 |
403,420
shares
|
$81.3 Million
4.52% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
402,541
shares
|
$81.1 Million
1.79% of portfolio
|
Q1 2025
Reduced 11.66%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
402,328
shares
|
$81.1 Million
5.45% of portfolio
|
Q1 2025
Reduced 13.13%
|
|
|
Baldwin Brothers LLC
|
Apr 14, 2025 Q1 2025 |
401,625
shares
|
$80.9 Million
6.74% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
May 15, 2025 Q1 2025 |
401,485
shares
|
$80.9 Million
2.46% of portfolio
|
Q1 2025
Added 100.17%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
399,743
shares
|
$80.5 Million
4.21% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
F
|
May 14, 2025 Q1 2025 |
399,170
shares
|
$80.4 Million
4.28% of portfolio
|
Q1 2025
Reduced 9.96%
|
|
|
Smith, Salley & Associates
|
Apr 25, 2025 Q1 2025 |
398,461
shares
|
$80.3 Million
6.07% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
397,911
shares
|
$80.2 Million
5.95% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
396,699
shares
|
$79.9 Million
0.83% of portfolio
|
Q2 2022
Added 1.09%
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
395,708
shares
|
$79.7 Million
5.35% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
394,417
shares
|
$79.5 Million
8.34% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Bli Banque De Luxembourg Investments
Luxembourg City, N4 |
May 15, 2025 Q1 2025 |
394,412
shares
|
$79.5 Million
2.6% of portfolio
|
Q1 2025
Reduced 17.77%
|
|
|
Banque Pictet & Cie Sa
|
Apr 30, 2025 Q1 2025 |
393,221
shares
|
$79.2 Million
0.71% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
392,443
shares
|
$79.1 Million
5.99% of portfolio
|
Q4 2022
Reduced 4.95%
|
|
|
Annex Advisory Services, LLC
|
Apr 10, 2025 Q1 2025 |
391,808
shares
|
$78.9 Million
3.02% of portfolio
|
Q1 2025
Added 14.22%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
391,532
shares
|
$78.9 Million
4.29% of portfolio
|
Q1 2025
Added 9.27%
|
|
|
Lvm Capital Management LTD
|
Apr 08, 2025 Q1 2025 |
390,913
shares
|
$78.8 Million
9.68% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Capital International Sarl
Los Angeles, CA |
May 12, 2025 Q1 2025 |
390,024
shares
|
$78.6 Million
2.06% of portfolio
|
Q1 2025
Added 33.45%
|
|
|
Sienna Gestion
Paris, I0 |
May 13, 2025 Q1 2025 |
389,133
shares
|
$78.4 Million
6.99% of portfolio
|
Q1 2025
Reduced 9.54%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
387,717
shares
|
$78.1 Million
3.52% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
385,015
shares
|
$77.6 Million
2.88% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
384,349
shares
|
$77.4 Million
11.63% of portfolio
|
Q1 2025
Reduced 1.57%
|