Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,384 institutions that hold shares in the stock, with a total of 9.1 Billion shares, which have been reported (via 13F filing form) to have a value of $1.91 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
1,256,165
shares
|
$264 Million
2.92% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Louisiana State Employees Retirement System
|
May 01, 2025 Q1 2025 |
1,254,000
shares
|
$263 Million
5.69% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
1,252,066
shares
|
$263 Million
1.73% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
1,245,752
shares
|
$262 Million
4.67% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
1,231,172
shares
|
$259 Million
1.67% of portfolio
|
Q1 2025
Reduced 8.22%
|
|
|
Tom Gayner
Markel Corp
|
May 02, 2025 Q1 2025 |
1,227,290
shares
|
$258 Million
2.65% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
1,220,514
shares
|
$256 Million
10.49% of portfolio
|
Q3 2022
Reduced 2.37%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
1,206,003
shares
|
$253 Million
3.95% of portfolio
|
Q2 2025
Reduced 8.57%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
1,202,814
shares
|
$253 Million
6.65% of portfolio
|
Q1 2025
Reduced 16.04%
|
|
|
Quilter PLC
|
Apr 24, 2025 Q1 2025 |
1,189,494
shares
|
$250 Million
5.58% of portfolio
|
Q1 2025
Added 6.36%
|
|
|
Groupama Asset Managment
Paris, I0 |
May 14, 2025 Q1 2025 |
1,162,698
shares
|
$244 Million
5.06% of portfolio
|
Q1 2025
Added 5.86%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
1,148,191
shares
|
$241 Million
5.14% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
1,138,299
shares
|
$239 Million
3.93% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
1,130,892
shares
|
$238 Million
6.43% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
1,124,660
shares
|
$236 Million
4.43% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Rja Asset Management LLC
Stamford, CT |
Jul 14, 2025 Q2 2025 |
1,123,300
shares
|
$236 Million
79.36% of portfolio
|
Q2 2025
Reduced 11.58%
|
|
|
Independent Investors Inc
|
Jul 18, 2025 Q2 2025 |
1,122,721
shares
|
$236 Million
50.57% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Davis R M Inc
Portland, ME |
May 08, 2025 Q1 2025 |
1,121,734
shares
|
$236 Million
5.07% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
May 09, 2025 Q1 2025 |
1,121,320
shares
|
$235 Million
6.06% of portfolio
|
Q1 2025
Added 12.57%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
1,108,179
shares
|
$233 Million
0.69% of portfolio
|
Q1 2025
Reduced 28.08%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
1,102,812
shares
|
$232 Million
4.99% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
1,096,447
shares
|
$230 Million
5.39% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
May 12, 2025 Q1 2025 |
1,091,663
shares
|
$229 Million
1.15% of portfolio
|
Q1 2025
Added 11.29%
|
|
|
Bristol John W & CO Inc
|
May 14, 2025 Q1 2025 |
1,090,861
shares
|
$229 Million
4.37% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Altshuler Shaham LTD
|
May 15, 2025 Q1 2025 |
1,075,759
shares
|
$226 Million
5.62% of portfolio
|
Q1 2025
Added 2782.53%
|