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 |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
1,098,662
shares
|
$260 Million
0.26% of portfolio
|
Q3 2024
Added 42.92%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
1,091,062
shares
|
$258 Million
4.64% of portfolio
|
Q3 2024
Added 29.8%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
1,090,242
shares
|
$258 Million
6.64% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
1,082,414
shares
|
$256 Million
4.76% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
1,076,711
shares
|
$255 Million
3.91% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Fishman Jay A LTD
Troy, MI |
Oct 30, 2024 Q3 2024 |
1,075,584
shares
|
$255 Million
24.89% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
1,074,876
shares
|
$255 Million
10.61% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
1,072,252
shares
|
$254 Million
2.76% of portfolio
|
Q3 2023
Reduced 2.05%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
1,072,165
shares
|
$254 Million
4.62% of portfolio
|
Q3 2024
Added 18.63%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
1,065,244
shares
|
$252 Million
4.83% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 13, 2024 Q3 2024 |
1,061,418
shares
|
$251 Million
19.35% of portfolio
|
Q3 2024
Reduced 18.46%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Nov 06, 2024 Q3 2024 |
1,059,203
shares
|
$251 Million
7.37% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Groupama Asset Managment
Paris, I0 |
Nov 15, 2024 Q3 2024 |
1,056,473
shares
|
$250 Million
5.13% of portfolio
|
Q3 2024
Added 6.96%
|
|
|
Illinois Municipal Retirement Fund
|
Nov 04, 2024 Q3 2024 |
1,040,520
shares
|
$246 Million
3.52% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
1,033,502
shares
|
$245 Million
4.4% of portfolio
|
Q1 2024
Added 4.57%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Oct 17, 2024 Q3 2024 |
1,032,890
shares
|
$245 Million
6.56% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Nov 13, 2024 Q3 2024 |
1,031,856
shares
|
$244 Million
1.39% of portfolio
|
Q3 2024
Added 119.86%
|
|
|
Windward Capital Management CO
|
Nov 01, 2024 Q3 2024 |
1,024,219
shares
|
$243 Million
18.99% of portfolio
|
Q3 2024
Added 4.95%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
1,024,113
shares
|
$243 Million
7.94% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
1,018,046
shares
|
$241 Million
6.05% of portfolio
|
Q3 2022
Added 1.95%
|
|
|
Lazard Freres Gestion S.A.S.
|
Nov 13, 2024 Q3 2024 |
1,016,234
shares
|
$241 Million
5.02% of portfolio
|
Q3 2024
Added 20.28%
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
1,015,842
shares
|
$241 Million
5.97% of portfolio
|
Q3 2024
Reduced 8.89%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
1,010,705
shares
|
$239 Million
3.83% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
1,006,990
shares
|
$239 Million
2.77% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
1,002,539
shares
|
$237 Million
3.7% of portfolio
|
Q3 2024
Added 13.5%
|