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 |
|---|---|---|---|---|---|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
534,795
shares
|
$127 Million
9.8% of portfolio
|
Q3 2024
Added 9.93%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 05, 2024 Q3 2024 |
530,941
shares
|
$126 Million
1.86% of portfolio
|
Q3 2024
Added 59.99%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
530,528
shares
|
$126 Million
16.33% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
530,032
shares
|
$126 Million
5.27% of portfolio
|
Q3 2022
Reduced 0.27%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
529,850
shares
|
$125 Million
4.19% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
529,675
shares
|
$125 Million
1.31% of portfolio
|
Q3 2024
Added 18.93%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
529,433
shares
|
$125 Million
6.1% of portfolio
|
Q3 2022
Reduced 0.17%
|
|
|
Private Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
528,548
shares
|
$125 Million
9.89% of portfolio
|
Q3 2024
Reduced 11.92%
|
|
|
Traynor Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
528,126
shares
|
$125 Million
7.67% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
524,466
shares
|
$124 Million
6.74% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
524,093
shares
|
$124 Million
6.16% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Cowen And Company, LLC
|
Nov 12, 2024 Q3 2024 |
523,959
shares
|
$124 Million
3.14% of portfolio
|
Q3 2024
Reduced 61.03%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
523,193
shares
|
$124 Million
2.31% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
520,668
shares
|
$123 Million
3.56% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Empirical Finance, LLC
|
Nov 06, 2024 Q3 2024 |
515,494
shares
|
$122 Million
7.08% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
514,384
shares
|
$122 Million
1.84% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Prospect Hill Management, LLC
|
Nov 05, 2024 Q3 2024 |
513,836
shares
|
$122 Million
60.29% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
513,775
shares
|
$122 Million
3.87% of portfolio
|
Q3 2024
Reduced 79.22%
|
|
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
Nov 05, 2024 Q3 2024 |
513,721
shares
|
$122 Million
5.13% of portfolio
|
Q2 2024
Reduced 7.26%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
512,794
shares
|
$121 Million
32.99% of portfolio
|
Q3 2022
Added 3.55%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
512,754
shares
|
$121 Million
7.19% of portfolio
|
Q3 2024
Added 35.14%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
511,999
shares
|
$121 Million
3.14% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
511,025
shares
|
$121 Million
5.17% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
509,991
shares
|
$121 Million
2.86% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2024 Q3 2024 |
509,816
shares
|
$121 Million
2.28% of portfolio
|
Q3 2024
Reduced 0.36%
|