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 |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
468,063
shares
|
$120 Million
4.46% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
467,591
shares
|
$120 Million
2.39% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Cohen Klingenstein LLC
|
Jul 18, 2025 Q2 2025 |
466,450
shares
|
$120 Million
3.31% of portfolio
|
Q2 2025
Reduced -0.0%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
465,265
shares
|
$120 Million
2.16% of portfolio
|
Q2 2025
Added 5.66%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
464,853
shares
|
$120 Million
3.72% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
464,742
shares
|
$119 Million
3.61% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
464,527
shares
|
$119 Million
2.26% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
464,372
shares
|
$119 Million
5.36% of portfolio
|
Q2 2025
Reduced 5.42%
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
463,863
shares
|
$119 Million
11.65% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Aug 14, 2025 Q2 2025 |
463,564
shares
|
$119 Million
5.75% of portfolio
|
Q2 2025
Added 6.54%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
462,884
shares
|
$119 Million
1.64% of portfolio
|
Q2 2025
Reduced 8.19%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
462,017
shares
|
$119 Million
1.2% of portfolio
|
Q2 2025
Added 371.62%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
461,210
shares
|
$119 Million
1.78% of portfolio
|
Q2 2025
New holding
|
|
|
Neville Rodie & Shaw Inc
|
Oct 01, 2025 Q3 2025 |
461,180
shares
|
$119 Million
8.49% of portfolio
|
Q3 2025
Reduced 14.72%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
460,447
shares
|
$118 Million
2.75% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
459,850
shares
|
$118 Million
23.2% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
458,846
shares
|
$118 Million
2.64% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
457,461
shares
|
$118 Million
0.86% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Aug 05, 2025 Q2 2025 |
457,159
shares
|
$118 Million
5.61% of portfolio
|
Q2 2025
Reduced 4.7%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
456,368
shares
|
$117 Million
2.77% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
455,952
shares
|
$117 Million
2.76% of portfolio
|
Q1 2024
Reduced 4.65%
|
|
|
Cullinan Associates Inc
|
Jul 22, 2025 Q2 2025 |
453,593
shares
|
$117 Million
6.22% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
452,296
shares
|
$116 Million
2.89% of portfolio
|
Q4 2023
Reduced 2.36%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
452,277
shares
|
$116 Million
2.4% of portfolio
|
Q2 2025
Added 8.82%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
450,235
shares
|
$116 Million
3.03% of portfolio
|
Q2 2025
Reduced 0.73%
|