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 |
|---|---|---|---|---|---|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
653,988
shares
|
$155 Million
4.0% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
652,688
shares
|
$155 Million
13.41% of portfolio
|
Q3 2023
Reduced 3.17%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
649,856
shares
|
$154 Million
4.54% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Braun Stacey Associates Inc
|
Nov 07, 2024 Q3 2024 |
643,882
shares
|
$153 Million
5.9% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
640,436
shares
|
$152 Million
3.39% of portfolio
|
Q4 2023
Added 3.09%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 17, 2024 Q3 2024 |
637,689
shares
|
$151 Million
9.1% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
630,978
shares
|
$149 Million
1.59% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
629,649
shares
|
$149 Million
9.49% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
626,964
shares
|
$148 Million
1.89% of portfolio
|
Q3 2024
Added 208.51%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
626,422
shares
|
$148 Million
1.32% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
625,682
shares
|
$148 Million
28.33% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
624,531
shares
|
$148 Million
2.51% of portfolio
|
Q3 2024
Added 28.52%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
622,252
shares
|
$147 Million
4.78% of portfolio
|
Q3 2022
Added 3.99%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
622,180
shares
|
$147 Million
1.15% of portfolio
|
Q3 2024
Reduced 26.28%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
619,291
shares
|
$147 Million
4.39% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
617,410
shares
|
$146 Million
4.81% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Impax Asset Management Group PLC
|
Nov 06, 2024 Q3 2024 |
616,311
shares
|
$146 Million
0.62% of portfolio
|
Q2 2024
Added 3.25%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
615,888
shares
|
$146 Million
3.32% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
613,795
shares
|
$145 Million
5.05% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
609,849
shares
|
$144 Million
1.43% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Calamos Wealth Management LLC
|
Nov 12, 2024 Q3 2024 |
603,464
shares
|
$143 Million
7.42% of portfolio
|
Q3 2024
Reduced 9.47%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2025 Q4 2024 |
601,228
shares
|
$142 Million
10.98% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Fundsmith Investment Services Ltd.
Grande Riviere Noire, O4 |
Nov 14, 2024 Q3 2024 |
600,898
shares
|
$142 Million
1.77% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
599,311
shares
|
$142 Million
4.26% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
598,443
shares
|
$142 Million
9.61% of portfolio
|
Q2 2024
Reduced 4.24%
|