Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,785 institutions that hold shares in the stock, with a total of 8.68 Billion shares, which have been reported (via 13F filing form) to have a value of $1.93 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mutual Of America Capital Management LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
1,932,077
shares
|
$430 Million
4.83% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
1,931,684
shares
|
$430 Million
6.22% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
1,930,857
shares
|
$430 Million
1.52% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Oct 17, 2024 Q3 2024 |
1,929,624
shares
|
$430 Million
4.91% of portfolio
|
Q3 2024
Added 4.31%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
1,923,632
shares
|
$429 Million
3.31% of portfolio
|
Q3 2024
Added 452.67%
|
|
|
Yarbrough Capital, LLC
|
Jan 14, 2025 Q4 2024 |
1,918,654
shares
|
$427 Million
18.66% of portfolio
|
Q4 2024
Reduced 5.99%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,913,556
shares
|
$426 Million
6.01% of portfolio
|
Q4 2023
Reduced 0.51%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
1,900,164
shares
|
$423 Million
4.38% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
1,892,158
shares
|
$422 Million
1.32% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
1,883,649
shares
|
$420 Million
1.19% of portfolio
|
Q4 2022
Added 0.81%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,880,484
shares
|
$419 Million
1.32% of portfolio
|
Q2 2023
Reduced 2.5%
|
|
|
Boston Trust Walden Corp
|
Jan 24, 2025 Q4 2024 |
1,856,306
shares
|
$414 Million
3.32% of portfolio
|
Q4 2024
Reduced 5.07%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Nov 18, 2024 Q3 2024 |
1,855,531
shares
|
$413 Million
3.77% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Lgt Group Foundation
|
Nov 13, 2024 Q3 2024 |
1,835,499
shares
|
$409 Million
7.05% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
1,792,646
shares
|
$399 Million
5.66% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
1,783,153
shares
|
$397 Million
5.51% of portfolio
|
Q3 2024
Added 31.0%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
1,778,628
shares
|
$396 Million
5.15% of portfolio
|
Q3 2024
Added 6.14%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
1,772,556
shares
|
$395 Million
5.34% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
1,766,209
shares
|
$393 Million
4.81% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
1,765,460
shares
|
$393 Million
5.81% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,764,354
shares
|
$393 Million
6.17% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
1,760,160
shares
|
$392 Million
6.39% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
1,750,633
shares
|
$390 Million
7.01% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Integrated Investment Consultants, LLC
|
Jan 15, 2025 Q4 2024 |
1,736,299
shares
|
$387 Million
9.24% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
1,709,940
shares
|
$381 Million
6.54% of portfolio
|
Q3 2024
Added 9.13%
|