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 |
|---|---|---|---|---|---|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
205,177
shares
|
$45.7 Million
3.61% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
205,069
shares
|
$45.7 Million
6.48% of portfolio
|
Q3 2022
Reduced 2.12%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
205,001
shares
|
$45.7 Million
3.69% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Lannebo Fonder Ab
|
Jan 24, 2024 Q4 2023 |
205,000
shares
|
$45.7 Million
5.23% of portfolio
|
Q4 2022
Reduced 6.82%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
204,685
shares
|
$45.6 Million
2.18% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Btc Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
204,404
shares
|
$45.5 Million
4.76% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
203,947
shares
|
$45.4 Million
3.22% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
203,364
shares
|
$45.3 Million
5.4% of portfolio
|
Q2 2023
Reduced 0.17%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
203,221
shares
|
$45.3 Million
1.93% of portfolio
|
Q3 2024
Added 11.44%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
203,080
shares
|
$45.2 Million
4.07% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
202,881
shares
|
$45.2 Million
1.14% of portfolio
|
Q3 2024
Added 11.82%
|
|
|
Ug Investment Advisers Ltd.
Taipei, F5 |
Jan 22, 2025 Q4 2024 |
202,663
shares
|
$45.1 Million
19.86% of portfolio
|
Q4 2024
Reduced 11.9%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
202,442
shares
|
$45.1 Million
3.28% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Jackson Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
202,301
shares
|
$45.1 Million
7.93% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
John Armitage
Egerton Capital (Uk) LLP
|
Nov 05, 2024 Q3 2024 |
201,738
shares
|
$44.9 Million
0.62% of portfolio
|
Q3 2024
New holding
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jan 16, 2025 Q4 2024 |
201,196
shares
|
$44.8 Million
5.7% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
200,985
shares
|
$44.8 Million
9.02% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
200,953
shares
|
$44.8 Million
5.0% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Keystone Financial Group
|
Nov 12, 2024 Q3 2024 |
200,899
shares
|
$44.8 Million
15.82% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
200,559
shares
|
$44.7 Million
2.03% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Renaissance Group LLC
Covington, KY |
Nov 12, 2024 Q3 2024 |
200,542
shares
|
$44.7 Million
1.98% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Unigestion Holding Sa
|
Nov 19, 2024 Q3 2024 |
200,231
shares
|
$44.6 Million
2.27% of portfolio
|
Q3 2024
Added 358.24%
|
|
|
Honeycomb Asset Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
200,000
shares
|
$44.6 Million
17.83% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
198,857
shares
|
$44.3 Million
3.76% of portfolio
|
Q3 2022
Added 0.1%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
198,765
shares
|
$44.3 Million
3.13% of portfolio
|
Q3 2024
Added 0.23%
|