Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,479 institutions that hold shares in the stock, with a total of 9.35 Billion shares, which have been reported (via 13F filing form) to have a value of $2.4 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
1,907,412
shares
|
$490 Million
2.75% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
1,905,789
shares
|
$490 Million
3.59% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
1,883,649
shares
|
$484 Million
1.19% of portfolio
|
Q4 2022
Added 0.81%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,880,484
shares
|
$484 Million
1.32% of portfolio
|
Q2 2023
Reduced 2.5%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,878,302
shares
|
$483 Million
3.21% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Aug 08, 2025 Q2 2025 |
1,867,667
shares
|
$480 Million
3.74% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,861,716
shares
|
$479 Million
1.9% of portfolio
|
Q2 2025
Added 43.43%
|
|
|
Yousif Capital Management, LLC
|
Jul 25, 2025 Q2 2025 |
1,852,890
shares
|
$476 Million
4.25% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
1,846,239
shares
|
$475 Million
0.99% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
1,841,704
shares
|
$474 Million
1.42% of portfolio
|
Q2 2025
Reduced 20.56%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Aug 07, 2025 Q2 2025 |
1,825,221
shares
|
$469 Million
4.17% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,803,941
shares
|
$464 Million
3.15% of portfolio
|
Q2 2025
Added 6.47%
|
|
|
Yarbrough Capital, LLC
|
Jul 15, 2025 Q2 2025 |
1,783,410
shares
|
$459 Million
13.29% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,782,169
shares
|
$458 Million
7.08% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
1,766,469
shares
|
$454 Million
4.45% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Jul 29, 2025 Q2 2025 |
1,765,268
shares
|
$454 Million
4.01% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Lgt Group Foundation
|
Jul 22, 2025 Q2 2025 |
1,760,687
shares
|
$453 Million
4.64% of portfolio
|
Q2 2025
Reduced 12.39%
|
|
|
Boston Trust Walden Corp
|
Jul 28, 2025 Q2 2025 |
1,755,454
shares
|
$451 Million
2.61% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
1,735,567
shares
|
$446 Million
4.52% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
1,729,819
shares
|
$445 Million
4.95% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Aug 12, 2025 Q2 2025 |
1,709,447
shares
|
$440 Million
1.02% of portfolio
|
Q2 2025
Added 54.26%
|
|
|
Aegon Asset Management Uk PLC
|
Jul 28, 2025 Q2 2025 |
1,705,523
shares
|
$439 Million
4.48% of portfolio
|
Q1 2023
Added 66.29%
|
|
|
Jupiter Asset Management LTD
|
Aug 08, 2025 Q2 2025 |
1,687,351
shares
|
$434 Million
3.11% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
1,651,143
shares
|
$425 Million
2.58% of portfolio
|
Q2 2025
Added 15.65%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
1,650,790
shares
|
$424 Million
6.48% of portfolio
|
Q1 2024
Added 7.2%
|