Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,999 institutions that hold shares in the stock, with a total of 8.81 Billion shares, which have been reported (via 13F filing form) to have a value of $2.05 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Access Investment Management LLC
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
417
shares
|
$97,002
0.03% of portfolio
|
Q2 2024
Reduced 48.96%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
400
shares
|
$93,048
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Bochk Asset Management LTD
Hong Kong, K3 |
Jan 22, 2025 Q4 2024 |
400
shares
|
$93,048
0.03% of portfolio
|
Q4 2024
Reduced 42.86%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Feb 03, 2025 Q4 2024 |
383
shares
|
$89,093
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Feb 11, 2025 Q4 2024 |
333
shares
|
$77,462
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Feb 05, 2025 Q4 2024 |
330
shares
|
$76,764
0.03% of portfolio
|
Q1 2024
Reduced 5.71%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Feb 07, 2025 Q4 2024 |
328
shares
|
$76,299
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jan 30, 2025 Q4 2024 |
327
shares
|
$76,066
3.55% of portfolio
|
Q4 2024
Reduced 18.45%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
307
shares
|
$71,414
0.03% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
Feb 11, 2025 Q4 2024 |
246
shares
|
$57,224
0.08% of portfolio
|
Q4 2024
Reduced 6.46%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
236
shares
|
$54,898
0.06% of portfolio
|
Q4 2022
Added 98.32%
|
|
|
Gilfoyle & CO LLC
New York, NY |
Jan 23, 2024 Q4 2023 |
218
shares
|
$50,711
20.0% of portfolio
|
Q4 2023
Added 22.94%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
217
shares
|
$50,478
0.01% of portfolio
|
Q1 2024
Reduced 26.94%
|
|
|
Wyrmwood Management LLC
New York, NY |
Jan 02, 2024 Q4 2023 |
169
shares
|
$39,312
31.14% of portfolio
|
Q4 2023
Added 69.0%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
139
shares
|
$32,334
3.21% of portfolio
|
Q4 2024
Reduced 99.93%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2024 Q3 2024 |
105
shares
|
$24,425
0.01% of portfolio
|
Q3 2024
Added 90.91%
|
|
|
Avenir Tech LTD
Hong Kong, K3 |
Nov 14, 2024 Q3 2024 |
100
shares
|
$23,262
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Drystone LLC
|
Jan 23, 2025 Q4 2024 |
98
shares
|
$22,796
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
81
shares
|
$18,842
0.0% of portfolio
|
Q2 2023
Reduced 16.49%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 14, 2024 Q3 2024 |
70
shares
|
$16,283
0.13% of portfolio
|
Q3 2024
Added 32.08%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
58
shares
|
$13,491
0.03% of portfolio
|
Q3 2024
Reduced 98.27%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
37
shares
|
$8,606
0.0% of portfolio
|
Q3 2024
Reduced 86.04%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
24
shares
|
$5,582
0.17% of portfolio
|
Q3 2024
Reduced 99.93%
|
|
|
Berkshire Capital Holdings Inc
San Jose, CA |
Feb 11, 2025 Q4 2024 |
10
shares
|
$2,326
0.0% of portfolio
|
Q3 2024
Reduced 99.98%
|
|
|
Capco Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
8
shares
|
$1,860
0.0% of portfolio
|
Q2 2022
Reduced 99.45%
|