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 |
|---|---|---|---|---|---|
|
Avity Investment Management Inc.
|
Oct 10, 2024 Q3 2024 |
340,499
shares
|
$80.8 Million
6.35% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Jpb Foundation
New York, NY |
Nov 14, 2024 Q3 2024 |
339,737
shares
|
$80.6 Million
8.36% of portfolio
|
Q3 2024
Reduced 60.07%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
338,200
shares
|
$80.3 Million
2.2% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Clear Harbor Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
338,064
shares
|
$80.2 Million
6.47% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
337,580
shares
|
$80.1 Million
3.45% of portfolio
|
Q2 2022
Added 6.88%
|
|
|
Martin Currie LTD
Edinburgh, X0 |
Nov 12, 2024 Q3 2024 |
337,577
shares
|
$80.1 Million
3.1% of portfolio
|
Q3 2024
New holding
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
337,029
shares
|
$80 Million
8.74% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
336,881
shares
|
$80 Million
5.57% of portfolio
|
Q3 2024
Added 12.37%
|
|
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
336,597
shares
|
$79.9 Million
9.1% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 17, 2024 Q3 2024 |
336,388
shares
|
$79.8 Million
14.22% of portfolio
|
Q3 2024
Reduced 6.94%
|
|
|
Suvretta Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
336,147
shares
|
$79.8 Million
3.08% of portfolio
|
Q3 2024
Reduced 7.49%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
335,012
shares
|
$79.5 Million
2.71% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
334,583
shares
|
$79.4 Million
1.81% of portfolio
|
Q3 2024
Added 7.34%
|
|
|
Alleghany Corp
|
Nov 01, 2022 Q3 2022 |
333,856
shares
|
$79.2 Million
2.08% of portfolio
|
Q1 2021
Reduced 25.41%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
333,745
shares
|
$79.2 Million
12.91% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
333,504
shares
|
$79.2 Million
2.1% of portfolio
|
Q3 2024
Reduced 16.0%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2024 Q3 2024 |
333,367
shares
|
$79.1 Million
5.52% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
332,700
shares
|
$79 Million
6.64% of portfolio
|
Q2 2024
Reduced 2.31%
|
|
|
Burns J W & CO Inc
|
Oct 04, 2024 Q3 2024 |
332,334
shares
|
$78.9 Million
10.1% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Saratoga Research & Investment Management
|
Nov 21, 2024 Q3 2024 |
332,200
shares
|
$78.8 Million
3.39% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Kanawha Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
330,801
shares
|
$78.5 Million
5.95% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
329,448
shares
|
$78.2 Million
2.97% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
328,658
shares
|
$78 Million
1.27% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
328,278
shares
|
$77.9 Million
2.99% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Taurus Asset Management, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
328,236
shares
|
$77.9 Million
7.83% of portfolio
|
Q3 2024
Added 2.4%
|