Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,785 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 $1.93 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jacobs & CO
|
Jan 10, 2025 Q4 2024 |
248,949
shares
|
$55.5 Million
6.34% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
248,868
shares
|
$55.4 Million
5.37% of portfolio
|
Q3 2022
Reduced 0.26%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Jan 15, 2025 Q4 2024 |
248,706
shares
|
$55.4 Million
3.67% of portfolio
|
Q4 2024
Added 30.71%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Nov 14, 2024 Q3 2024 |
248,369
shares
|
$55.3 Million
5.6% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Nov 14, 2024 Q3 2024 |
248,356
shares
|
$55.3 Million
1.8% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
247,505
shares
|
$55.1 Million
4.05% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Nov 04, 2024 Q3 2024 |
247,100
shares
|
$55 Million
6.99% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
246,608
shares
|
$54.9 Million
4.02% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Gladstone Capital Management LLP
London, X0 |
Nov 13, 2024 Q3 2024 |
245,603
shares
|
$54.7 Million
5.67% of portfolio
|
Q3 2024
Reduced 28.6%
|
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
245,119
shares
|
$54.6 Million
6.79% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Hardman Johnston Global Advisors LLC
|
Oct 30, 2024 Q3 2024 |
244,631
shares
|
$54.5 Million
2.32% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Forbes J M & CO LLP
|
Oct 24, 2024 Q3 2024 |
244,614
shares
|
$54.5 Million
5.68% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jan 21, 2025 Q4 2024 |
244,389
shares
|
$54.4 Million
2.0% of portfolio
|
Q4 2024
Reduced 16.08%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
243,299
shares
|
$54.2 Million
2.27% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
242,442
shares
|
$54 Million
3.36% of portfolio
|
Q3 2024
Added 4995.46%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
242,382
shares
|
$54 Million
5.67% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
242,231
shares
|
$54 Million
10.92% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Nov 13, 2024 Q3 2024 |
241,077
shares
|
$53.7 Million
7.44% of portfolio
|
Q3 2024
Reduced 21.86%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
240,849
shares
|
$53.7 Million
4.31% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
240,458
shares
|
$53.6 Million
4.59% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
239,710
shares
|
$53.4 Million
3.89% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
239,383
shares
|
$53.3 Million
8.45% of portfolio
|
Q3 2024
Added 7.77%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
238,905
shares
|
$53.2 Million
2.79% of portfolio
|
Q3 2024
Added 10.83%
|
|
|
Suncoast Equity Management
|
Oct 21, 2024 Q3 2024 |
238,868
shares
|
$53.2 Million
6.45% of portfolio
|
Q3 2024
Reduced 5.24%
|
|
|
Guardian Capital LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
238,750
shares
|
$53.2 Million
2.25% of portfolio
|
Q3 2024
Reduced 0.45%
|