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 |
|---|---|---|---|---|---|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
509,203
shares
|
$121 Million
4.99% of portfolio
|
Q4 2022
Reduced 1.66%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
508,284
shares
|
$120 Million
6.28% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Oct 11, 2024 Q3 2024 |
507,175
shares
|
$120 Million
6.66% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Maple Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
505,854
shares
|
$120 Million
9.01% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
504,828
shares
|
$120 Million
3.36% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
502,291
shares
|
$119 Million
2.55% of portfolio
|
Q3 2024
Reduced 5.11%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
502,193
shares
|
$119 Million
4.69% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Shanda Asset Management Holdings LTD
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
500,000
shares
|
$118 Million
6.59% of portfolio
|
Q3 2024
New holding
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Nov 04, 2024 Q3 2024 |
499,426
shares
|
$118 Million
3.35% of portfolio
|
Q3 2024
Added 23.91%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
499,151
shares
|
$118 Million
4.52% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Nov 15, 2024 Q3 2024 |
498,412
shares
|
$118 Million
7.1% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Zevenbergen Capital Investments LLC
Seattle, WA |
Nov 12, 2024 Q3 2024 |
495,317
shares
|
$117 Million
2.45% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
491,209
shares
|
$116 Million
3.49% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 13, 2024 Q3 2024 |
491,200
shares
|
$116 Million
0.89% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Apg Asset Management N.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
490,484
shares
|
$116 Million
0.73% of portfolio
|
Q3 2024
Reduced 96.33%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
489,842
shares
|
$116 Million
4.19% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Bard Financial Services, Inc.
|
Jan 06, 2025 Q4 2024 |
488,717
shares
|
$116 Million
14.93% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
488,030
shares
|
$116 Million
3.47% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
487,634
shares
|
$115 Million
3.11% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Alta Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
484,969
shares
|
$115 Million
6.83% of portfolio
|
Q3 2024
Reduced 5.52%
|
|
|
Oak Ridge Investments LLC
|
Oct 28, 2024 Q3 2024 |
482,411
shares
|
$114 Million
9.76% of portfolio
|
Q3 2024
Added 7.39%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
481,876
shares
|
$114 Million
2.64% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
481,246
shares
|
$114 Million
5.65% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
480,563
shares
|
$114 Million
2.44% of portfolio
|
Q3 2024
Added 11.69%
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
476,347
shares
|
$113 Million
4.36% of portfolio
|
Q3 2024
Reduced 1.44%
|