Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,479 institutions that hold shares in the stock, with a total of 9.35 Billion shares, which have been reported (via 13F filing form) to have a value of $2.4 Trillion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Marsico Capital Management LLC
Denver, CO |
May 14, 2025 Q1 2025 |
562,712
shares
|
$145 Million
4.6% of portfolio
|
Q1 2025
Reduced 51.16%
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
561,790
shares
|
$144 Million
4.26% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
560,496
shares
|
$144 Million
2.63% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
559,373
shares
|
$144 Million
3.52% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
559,032
shares
|
$144 Million
2.13% of portfolio
|
Q2 2025
Added 1.33%
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Jul 31, 2025 Q2 2025 |
558,148
shares
|
$144 Million
6.0% of portfolio
|
Q2 2025
Added 0.81%
|
|
Ns Partners LTD
|
Aug 07, 2025 Q2 2025 |
557,598
shares
|
$143 Million
4.7% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Aug 05, 2025 Q2 2025 |
556,836
shares
|
$143 Million
11.86% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
Tcw Group Inc
|
Aug 14, 2025 Q2 2025 |
556,746
shares
|
$143 Million
0.97% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
Investment House LLC
Las Vegas, NV |
Aug 14, 2025 Q2 2025 |
553,357
shares
|
$142 Million
5.96% of portfolio
|
Q2 2025
Added 3.38%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
551,862
shares
|
$142 Million
2.15% of portfolio
|
Q2 2025
Reduced 22.94%
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
550,957
shares
|
$142 Million
3.62% of portfolio
|
Q3 2021
Added 5.97%
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
547,750
shares
|
$141 Million
4.07% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
Abn Amro Investment Solutions
Paris Cedex 008, |
Aug 08, 2025 Q2 2025 |
545,976
shares
|
$140 Million
2.24% of portfolio
|
Q1 2024
Reduced 7.16%
|
|
Oak Ridge Investments LLC
|
Jul 25, 2025 Q2 2025 |
542,495
shares
|
$139 Million
8.19% of portfolio
|
Q2 2025
Added 1.07%
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
541,915
shares
|
$139 Million
1.15% of portfolio
|
Q3 2024
Added 13.71%
|
|
Nichols & Pratt Advisers LLP
|
Aug 05, 2025 Q2 2025 |
541,338
shares
|
$139 Million
7.69% of portfolio
|
Q2 2025
Added 0.54%
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
541,186
shares
|
$139 Million
0.89% of portfolio
|
Q2 2025
Added 30.25%
|
|
Mill Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
539,358
shares
|
$139 Million
9.15% of portfolio
|
Q2 2025
Added 0.24%
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 14, 2025 Q2 2025 |
537,912
shares
|
$138 Million
5.37% of portfolio
|
Q2 2025
Reduced 14.55%
|
|
Traynor Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
537,181
shares
|
$138 Million
7.89% of portfolio
|
Q2 2025
Added 1.5%
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
536,460
shares
|
$138 Million
0.75% of portfolio
|
Q3 2024
Added 16.66%
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
535,107
shares
|
$138 Million
2.47% of portfolio
|
Q2 2025
Added 2.7%
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
530,470
shares
|
$136 Million
3.11% of portfolio
|
Q2 2025
Added 3.09%
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
530,032
shares
|
$136 Million
5.27% of portfolio
|
Q3 2022
Reduced 0.27%
|