Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,923 institutions that hold shares in the stock, with a total of 8.74 Billion shares, which have been reported (via 13F filing form) to have a value of $2.04 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bochk Asset Management LTD
Hong Kong, K3 |
Jan 22, 2025 Q4 2024 |
400
shares
|
$93,288
0.03% of portfolio
|
Q4 2024
Reduced 42.86%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Feb 03, 2025 Q4 2024 |
383
shares
|
$89,323
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Feb 05, 2025 Q4 2024 |
330
shares
|
$76,962
0.03% of portfolio
|
Q1 2024
Reduced 5.71%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jan 30, 2025 Q4 2024 |
327
shares
|
$76,262
3.55% of portfolio
|
Q4 2024
Reduced 18.45%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
307
shares
|
$71,598
0.03% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
Dec 12, 2024 Q3 2024 |
305
shares
|
$71,132
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
Nov 13, 2024 Q3 2024 |
263
shares
|
$61,336
0.07% of portfolio
|
Q3 2024
Reduced 15.16%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
236
shares
|
$55,039
0.06% of portfolio
|
Q4 2022
Added 98.32%
|
|
|
Gilfoyle & CO LLC
New York, NY |
Jan 23, 2024 Q4 2023 |
218
shares
|
$50,841
20.0% of portfolio
|
Q4 2023
Added 22.94%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
217
shares
|
$50,608
0.01% of portfolio
|
Q1 2024
Reduced 26.94%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
200
shares
|
$46,644
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Wyrmwood Management LLC
New York, NY |
Jan 02, 2024 Q4 2023 |
169
shares
|
$39,414
31.14% of portfolio
|
Q4 2023
Added 69.0%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
139
shares
|
$32,417
3.21% of portfolio
|
Q4 2024
Reduced 99.93%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2024 Q3 2024 |
105
shares
|
$24,488
0.01% of portfolio
|
Q3 2024
Added 90.91%
|
|
|
Avenir Tech LTD
Hong Kong, K3 |
Nov 14, 2024 Q3 2024 |
100
shares
|
$23,322
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Drystone LLC
|
Jan 23, 2025 Q4 2024 |
98
shares
|
$22,855
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
81
shares
|
$18,890
0.0% of portfolio
|
Q2 2023
Reduced 16.49%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 14, 2024 Q3 2024 |
70
shares
|
$16,325
0.13% of portfolio
|
Q3 2024
Added 32.08%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
58
shares
|
$13,526
0.03% of portfolio
|
Q3 2024
Reduced 98.27%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
37
shares
|
$8,629
0.0% of portfolio
|
Q3 2024
Reduced 86.04%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
24
shares
|
$5,597
0.17% of portfolio
|
Q3 2024
Reduced 99.93%
|
|
|
Berkshire Capital Holdings Inc
San Jose, CA |
Nov 12, 2024 Q3 2024 |
10
shares
|
$2,332
0.0% of portfolio
|
Q3 2024
Reduced 99.98%
|
|
|
Capco Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
8
shares
|
$1,865
0.0% of portfolio
|
Q2 2022
Reduced 99.45%
|
|
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
Oct 09, 2024 Q3 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|