Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,697 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 $2.11 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
518
shares
|
$124,107
0.05% of portfolio
|
Q2 2022
Added 26.96%
|
|
|
West Tower Group, LLC
Richmond, VA |
Nov 13, 2024 Q3 2024 |
500
shares
|
$119,795
0.25% of portfolio
|
Q3 2024
Reduced 75.0%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
484
shares
|
$115,961
0.16% of portfolio
|
Q3 2022
New holding
|
|
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
Oct 31, 2024 Q3 2024 |
474
shares
|
$113,565
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
438
shares
|
$104,940
2.94% of portfolio
|
Q3 2024
Reduced 99.18%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2024 Q3 2024 |
417
shares
|
$99,909
0.03% of portfolio
|
Q2 2024
Reduced 48.96%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 31, 2024 Q3 2024 |
401
shares
|
$96,075
8.32% of portfolio
|
Q3 2024
Added 72.84%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
400
shares
|
$95,836
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Nov 08, 2024 Q3 2024 |
330
shares
|
$79,064
0.03% of portfolio
|
Q1 2024
Reduced 5.71%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Oct 09, 2024 Q3 2024 |
306
shares
|
$73,314
0.03% of portfolio
|
Q3 2024
Added 88.89%
|
|
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
Nov 13, 2024 Q3 2024 |
263
shares
|
$63,012
0.07% of portfolio
|
Q3 2024
Reduced 15.16%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
236
shares
|
$56,543
0.06% of portfolio
|
Q4 2022
Added 98.32%
|
|
|
Quattro Financial Advisors LLC
|
Oct 16, 2024 Q3 2024 |
231
shares
|
$55,345
1.43% of portfolio
|
Q3 2024
Reduced 99.23%
|
|
|
Gilfoyle & CO LLC
New York, NY |
Jan 23, 2024 Q4 2023 |
218
shares
|
$52,230
20.0% of portfolio
|
Q4 2023
Added 22.94%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
217
shares
|
$51,991
0.01% of portfolio
|
Q1 2024
Reduced 26.94%
|
|
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
Nov 01, 2024 Q3 2024 |
210
shares
|
$50,313
0.01% of portfolio
|
Q2 2024
Reduced 66.67%
|
|
|
4 Thought Financial Group Inc.
|
Oct 24, 2024 Q3 2024 |
206
shares
|
$49,355
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
200
shares
|
$47,918
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Wyrmwood Management LLC
New York, NY |
Jan 02, 2024 Q4 2023 |
169
shares
|
$40,490
31.14% of portfolio
|
Q4 2023
Added 69.0%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
155
shares
|
$37,136
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2024 Q3 2024 |
105
shares
|
$25,156
0.01% of portfolio
|
Q3 2024
Added 90.91%
|
|
|
Avenir Tech LTD
Hong Kong, K3 |
Nov 14, 2024 Q3 2024 |
100
shares
|
$23,959
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Drystone LLC
|
Nov 01, 2022 Q3 2022 |
98
shares
|
$23,479
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
81
shares
|
$19,406
0.0% of portfolio
|
Q2 2023
Reduced 16.49%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Oct 28, 2024 Q3 2024 |
80
shares
|
$19,167
0.01% of portfolio
|
Q3 2024
Reduced 93.78%
|