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 |
|---|---|---|---|---|---|
|
Meritage Portfolio Management
|
Nov 04, 2024 Q3 2024 |
475,250
shares
|
$113 Million
6.78% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
474,589
shares
|
$112 Million
7.66% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Bnp Paribas
New York, NY |
Nov 13, 2024 Q3 2024 |
473,816
shares
|
$112 Million
4.56% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Covea Finance
|
Oct 10, 2024 Q3 2024 |
472,482
shares
|
$112 Million
4.85% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
471,462
shares
|
$112 Million
7.68% of portfolio
|
Q4 2024
Reduced 99.5%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
470,914
shares
|
$112 Million
4.58% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
470,564
shares
|
$111 Million
0.58% of portfolio
|
Q3 2024
Reduced 24.66%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
469,619
shares
|
$111 Million
3.1% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
468,866
shares
|
$111 Million
6.1% of portfolio
|
Q3 2022
Reduced 10.6%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
468,522
shares
|
$111 Million
3.43% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
468,107
shares
|
$111 Million
4.28% of portfolio
|
Q3 2024
Reduced 10.46%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
466,193
shares
|
$110 Million
3.66% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
465,537
shares
|
$110 Million
4.63% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
465,256
shares
|
$110 Million
3.83% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
Nov 14, 2024 Q3 2024 |
465,026
shares
|
$110 Million
6.53% of portfolio
|
Q3 2024
Added 21.39%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
464,853
shares
|
$110 Million
3.72% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
463,903
shares
|
$110 Million
4.45% of portfolio
|
Q3 2024
Reduced 12.49%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
462,808
shares
|
$110 Million
7.97% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
461,237
shares
|
$109 Million
1.42% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 12, 2024 Q3 2024 |
460,809
shares
|
$109 Million
4.33% of portfolio
|
Q3 2024
Added 19.27%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
460,167
shares
|
$109 Million
5.85% of portfolio
|
Q3 2024
Added 9.12%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
459,912
shares
|
$109 Million
2.43% of portfolio
|
Q3 2024
Reduced 58.1%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
459,091
shares
|
$109 Million
7.75% of portfolio
|
Q3 2024
Reduced 15.35%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
455,952
shares
|
$108 Million
2.76% of portfolio
|
Q1 2024
Reduced 4.65%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
454,798
shares
|
$108 Million
12.09% of portfolio
|
Q3 2024
Added 3.21%
|