Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,373 institutions that hold shares in the stock, with a total of 9.17 Billion shares, which have been reported (via 13F filing form) to have a value of $1.94 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
May 12, 2025 Q1 2025 |
305
shares
|
$64,397
0.03% of portfolio
|
Q1 2025
Reduced 7.58%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
275
shares
|
$58,063
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
264
shares
|
$55,740
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Conquis Financial LLC
Milbrae, CA |
May 09, 2025 Q1 2025 |
248
shares
|
$52,362
0.06% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
May 14, 2025 Q1 2025 |
246
shares
|
$51,940
0.08% of portfolio
|
Q4 2024
Reduced 6.46%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
236
shares
|
$49,829
0.06% of portfolio
|
Q4 2022
Added 98.32%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
May 13, 2025 Q1 2025 |
235
shares
|
$49,617
0.01% of portfolio
|
Q1 2025
Reduced 59.9%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2025 Q1 2025 |
227
shares
|
$47,928
2.88% of portfolio
|
Q1 2025
Reduced 30.58%
|
|
|
Gilfoyle & CO LLC
New York, NY |
Jan 23, 2024 Q4 2023 |
218
shares
|
$46,028
20.0% of portfolio
|
Q4 2023
Added 22.94%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
217
shares
|
$45,817
0.01% of portfolio
|
Q1 2024
Reduced 26.94%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
190
shares
|
$40,116
0.72% of portfolio
|
Q1 2025
Added 1800.0%
|
|
|
Wyrmwood Management LLC
New York, NY |
Jan 02, 2024 Q4 2023 |
169
shares
|
$35,682
31.14% of portfolio
|
Q4 2023
Added 69.0%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
168
shares
|
$35,471
0.01% of portfolio
|
Q1 2025
Reduced 45.28%
|
|
|
Ryan Investment Management, Inc.
Basalt, CO |
Jul 10, 2025 Q2 2025 |
152
shares
|
$32,093
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
120
shares
|
$25,336
0.0% of portfolio
|
Q1 2025
Reduced 99.31%
|
|
|
Xy Capital LTD
Central, K3 |
May 12, 2025 Q1 2025 |
111
shares
|
$23,436
0.01% of portfolio
|
Q1 2025
Reduced 87.51%
|
|
|
Bright Valley Capital LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
100
shares
|
$21,114
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Drystone LLC
|
May 01, 2025 Q1 2025 |
98
shares
|
$20,691
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
May 12, 2025 Q1 2025 |
81
shares
|
$17,102
0.0% of portfolio
|
Q2 2023
Reduced 16.49%
|
|
|
Bayforest Capital LTD
London, X0 |
May 08, 2025 Q1 2025 |
78
shares
|
$16,468
0.0% of portfolio
|
Q1 2025
Reduced 78.03%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Jul 11, 2025 Q2 2025 |
64
shares
|
$13,512
0.01% of portfolio
|
Q1 2025
Reduced 89.13%
|
|
|
Nexus Investment Management Ulc
|
Apr 07, 2025 Q1 2025 |
60
shares
|
$12,668
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
58
shares
|
$12,246
0.03% of portfolio
|
Q3 2024
Reduced 98.27%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
May 15, 2025 Q1 2025 |
42
shares
|
$8,867
5.39% of portfolio
|
Q1 2025
Added 54180.95%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
24
shares
|
$5,067
0.17% of portfolio
|
Q3 2024
Reduced 99.93%
|