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 |
|---|---|---|---|---|---|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
742,456
shares
|
$176 Million
4.91% of portfolio
|
Q1 2024
Reduced 3.17%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
742,360
shares
|
$176 Million
5.63% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
740,508
shares
|
$175 Million
4.91% of portfolio
|
Q3 2024
Reduced 21.29%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
738,210
shares
|
$175 Million
1.47% of portfolio
|
Q3 2024
Added 10.84%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
736,292
shares
|
$174 Million
4.6% of portfolio
|
Q4 2023
Added 1.09%
|
|
|
Heritage Investors Management Corp
|
Oct 30, 2024 Q3 2024 |
731,786
shares
|
$173 Million
5.68% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
731,708
shares
|
$173 Million
4.37% of portfolio
|
Q3 2024
Reduced 6.71%
|
|
|
Harding Loevner LP
Bridgewater, NJ |
Nov 14, 2024 Q3 2024 |
731,140
shares
|
$173 Million
1.0% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
Nov 12, 2024 Q3 2024 |
723,800
shares
|
$171 Million
2.54% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
723,674
shares
|
$171 Million
3.71% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
721,728
shares
|
$171 Million
4.83% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
721,264
shares
|
$171 Million
2.33% of portfolio
|
Q3 2024
Added 32.74%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
719,662
shares
|
$170 Million
5.01% of portfolio
|
Q1 2023
Reduced 2.39%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
717,149
shares
|
$170 Million
4.37% of portfolio
|
Q3 2024
Added 7.97%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
713,248
shares
|
$169 Million
5.14% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Surgo Cap Partners LP
New York, NY |
Nov 13, 2024 Q3 2024 |
711,707
shares
|
$169 Million
8.28% of portfolio
|
Q3 2024
Added 49.15%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
709,439
shares
|
$168 Million
5.12% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
706,898
shares
|
$167 Million
7.72% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
New Mexico Educational Retirement Board
|
Nov 12, 2024 Q3 2024 |
704,864
shares
|
$167 Million
5.54% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
703,672
shares
|
$167 Million
5.9% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
702,624
shares
|
$166 Million
1.46% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
702,402
shares
|
$166 Million
2.6% of portfolio
|
Q2 2024
Added 2.32%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
701,458
shares
|
$166 Million
3.36% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
700,784
shares
|
$166 Million
7.32% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
7 G Capital Management, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
700,000
shares
|
$166 Million
71.77% of portfolio
|
Q4 2020
New holding
|