Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,711 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 $2.06 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
1,244,083
shares
|
$295 Million
5.81% of portfolio
|
Q3 2024
Added 6.9%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
1,236,533
shares
|
$293 Million
0.89% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Tom Gayner
Markel Corp
|
Nov 01, 2024 Q3 2024 |
1,227,290
shares
|
$291 Million
2.78% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
1,224,060
shares
|
$290 Million
0.14% of portfolio
|
Q3 2024
Reduced 90.44%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
1,220,514
shares
|
$289 Million
10.49% of portfolio
|
Q3 2022
Reduced 2.37%
|
|
|
Independent Investors Inc
|
Oct 24, 2024 Q3 2024 |
1,191,039
shares
|
$282 Million
56.63% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,173,282
shares
|
$278 Million
2.94% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
1,164,950
shares
|
$276 Million
7.4% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Gulf International Bank (Uk) LTD
|
Oct 30, 2024 Q3 2024 |
1,152,474
shares
|
$273 Million
6.88% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
1,152,358
shares
|
$273 Million
0.63% of portfolio
|
Q3 2024
Reduced 16.61%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
1,152,243
shares
|
$273 Million
2.7% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,152,026
shares
|
$273 Million
1.67% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Aristotle Atlantic Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,149,957
shares
|
$272 Million
8.38% of portfolio
|
Q3 2024
Added 6.64%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
1,149,239
shares
|
$272 Million
4.92% of portfolio
|
Q3 2024
Added 180.28%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
1,145,114
shares
|
$271 Million
3.0% of portfolio
|
Q3 2024
Reduced 10.41%
|
|
|
Bristol John W & CO Inc
|
Nov 14, 2024 Q3 2024 |
1,139,959
shares
|
$270 Million
4.32% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Quilter PLC
|
Nov 12, 2024 Q3 2024 |
1,139,330
shares
|
$270 Million
5.55% of portfolio
|
Q3 2024
Added 5.32%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Oct 23, 2024 Q3 2024 |
1,133,978
shares
|
$269 Million
6.54% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
1,131,151
shares
|
$268 Million
4.53% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Van Eck Associates Corp
|
Oct 29, 2024 Q3 2024 |
1,121,107
shares
|
$266 Million
0.32% of portfolio
|
Q3 2024
Added 10.52%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
1,119,159
shares
|
$265 Million
5.12% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Jul 19, 2024 Q2 2024 |
1,118,291
shares
|
$265 Million
5.84% of portfolio
|
Q2 2024
Added 22.82%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
1,115,430
shares
|
$264 Million
5.25% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
1,113,641
shares
|
$264 Million
1.74% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
1,113,008
shares
|
$264 Million
3.82% of portfolio
|
Q3 2024
Added 5.79%
|