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 |
|---|---|---|---|---|---|
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
236,259
shares
|
$56 Million
2.77% of portfolio
|
Q3 2024
Reduced 60.26%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
235,449
shares
|
$55.8 Million
0.91% of portfolio
|
Q3 2022
Added 189.75%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
234,802
shares
|
$55.6 Million
5.47% of portfolio
|
Q2 2024
Reduced 2.9%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
234,352
shares
|
$55.5 Million
7.33% of portfolio
|
Q3 2024
Reduced 25.97%
|
|
|
First Merchants Corp
|
Oct 24, 2024 Q3 2024 |
234,180
shares
|
$55.5 Million
3.83% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
234,033
shares
|
$55.4 Million
5.36% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
233,997
shares
|
$55.4 Million
0.74% of portfolio
|
Q2 2023
Added 2.57%
|
|
|
Telos Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
233,615
shares
|
$55.3 Million
5.8% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Nov 12, 2024 Q3 2024 |
233,044
shares
|
$55.2 Million
7.5% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
232,893
shares
|
$55.2 Million
0.95% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
232,665
shares
|
$55.1 Million
4.19% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
231,999
shares
|
$54.9 Million
3.76% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
231,489
shares
|
$54.8 Million
4.0% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Amica Mutual Insurance CO
|
Nov 12, 2024 Q3 2024 |
231,005
shares
|
$54.7 Million
5.21% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
230,722
shares
|
$54.6 Million
4.93% of portfolio
|
Q4 2024
Added 15.24%
|
|
|
Baker Chad R
Perrysburg, OH |
Oct 18, 2024 Q3 2024 |
230,474
shares
|
$54.6 Million
10.81% of portfolio
|
Q3 2024
Reduced 6.11%
|
|
|
Ug Investment Advisers Ltd.
Taipei, F5 |
Oct 28, 2024 Q3 2024 |
230,030
shares
|
$54.5 Million
20.13% of portfolio
|
Q3 2024
Added 14.92%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
229,507
shares
|
$54.4 Million
3.06% of portfolio
|
Q3 2024
Added 12.19%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Oct 25, 2024 Q3 2024 |
229,378
shares
|
$54.3 Million
5.98% of portfolio
|
Q3 2024
Added 93.4%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
229,034
shares
|
$54.2 Million
3.07% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Jag Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
228,659
shares
|
$54.2 Million
6.49% of portfolio
|
Q3 2024
Added 15.79%
|
|
|
La Fleur & Godfrey LLC
|
Oct 16, 2024 Q3 2024 |
228,400
shares
|
$54.1 Million
7.36% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
228,072
shares
|
$54 Million
5.11% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
228,052
shares
|
$54 Million
3.67% of portfolio
|
Q4 2023
Reduced 3.45%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Nov 05, 2024 Q3 2024 |
227,956
shares
|
$54 Million
7.64% of portfolio
|
Q3 2024
Reduced 0.45%
|