Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,694 institutions that hold shares in the stock, with a total of 8.8 Billion shares, which have been reported (via 13F filing form) to have a value of $2.01 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
977
shares
|
$223,733
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Melia Wealth LLC
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
956
shares
|
$218,924
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Causeway Capital Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
939
shares
|
$215,031
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mizuho Securities Co. Ltd.
|
Nov 05, 2024 Q3 2024 |
930
shares
|
$212,970
0.56% of portfolio
|
Q3 2024
Reduced 76.03%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Nov 14, 2024 Q3 2024 |
930
shares
|
$212,970
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Brookmont Capital Management
Dallas, TX |
Oct 16, 2024 Q3 2024 |
930
shares
|
$212,970
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Williams Financial, LLC
Bennington, VT |
Oct 22, 2024 Q3 2024 |
930
shares
|
$212,970
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Investment Advisors LLC
|
Oct 21, 2024 Q3 2024 |
928
shares
|
$212,512
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Tfo Tdc, LLC
|
Nov 12, 2024 Q3 2024 |
922
shares
|
$211,138
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
914
shares
|
$209,306
0.34% of portfolio
|
Q3 2024
Reduced 60.74%
|
|
|
Emc Capital Management
Houston, TX |
Oct 28, 2024 Q3 2024 |
892
shares
|
$204,268
0.13% of portfolio
|
Q3 2024
Added 7.34%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
837
shares
|
$191,673
0.08% of portfolio
|
Q3 2022
Reduced 27.53%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
792
shares
|
$181,368
0.13% of portfolio
|
Q3 2024
Reduced 27.74%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
751
shares
|
$171,979
0.09% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Bochk Asset Management LTD
Hong Kong, K3 |
Oct 22, 2024 Q3 2024 |
700
shares
|
$160,300
0.05% of portfolio
|
Q3 2024
Reduced 97.97%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
688
shares
|
$157,552
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2024 Q3 2024 |
678
shares
|
$155,262
0.08% of portfolio
|
Q3 2024
Added 34.26%
|
|
|
Disciplined Equity Management, Inc.
|
Oct 11, 2024 Q3 2024 |
666
shares
|
$152,514
0.1% of portfolio
|
Q1 2024
Reduced 90.76%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Nov 14, 2024 Q3 2024 |
588
shares
|
$134,652
0.21% of portfolio
|
Q2 2022
New holding
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Nov 04, 2024 Q3 2024 |
585
shares
|
$133,965
0.02% of portfolio
|
Q3 2024
Reduced 14.35%
|
|
|
Friedenthal Financial
|
Oct 17, 2024 Q3 2024 |
578
shares
|
$132,362
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
518
shares
|
$118,622
0.05% of portfolio
|
Q2 2022
Added 26.96%
|
|
|
West Tower Group, LLC
Richmond, VA |
Nov 13, 2024 Q3 2024 |
500
shares
|
$114,500
0.25% of portfolio
|
Q3 2024
Reduced 75.0%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
484
shares
|
$110,836
0.16% of portfolio
|
Q3 2022
New holding
|
|
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
Oct 31, 2024 Q3 2024 |
474
shares
|
$108,546
0.0% of portfolio
|
Q3 2024
New holding
|