Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,475 institutions that hold shares in the stock, with a total of 8.82 Billion shares, which have been reported (via 13F filing form) to have a value of $1.7 Trillion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Perritt Capital Management Inc
Chicago, IL |
May 15, 2024 Q1 2024 |
779
shares
|
$149,762
0.08% of portfolio
|
Q1 2024
Reduced 11.38%
|
|
Disciplina Capital Management LLC
Nashville, TN |
May 14, 2024 Q1 2024 |
682
shares
|
$131,114
0.02% of portfolio
|
Q4 2023
Added 0.15%
|
|
Disciplined Equity Management, Inc.
|
May 03, 2024 Q1 2024 |
666
shares
|
$128,038
0.08% of portfolio
|
Q1 2024
Reduced 90.76%
|
|
Fairway Wealth LLC
Independence, OH |
Apr 30, 2024 Q1 2024 |
644
shares
|
$123,809
0.07% of portfolio
|
Q4 2023
New holding
|
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
May 01, 2024 Q1 2024 |
630
shares
|
$121,117
0.03% of portfolio
|
Q4 2023
Reduced 40.0%
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2024 Q1 2024 |
588
shares
|
$113,043
0.09% of portfolio
|
Q2 2022
New holding
|
|
Friedenthal Financial
|
Apr 25, 2024 Q1 2024 |
578
shares
|
$111,120
0.07% of portfolio
|
Q4 2023
New holding
|
|
Paloma Partners Management CO
Greenwich, CT |
May 15, 2024 Q1 2024 |
553
shares
|
$106,314
0.01% of portfolio
|
Q1 2024
Reduced 71.35%
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
518
shares
|
$99,585
0.05% of portfolio
|
Q2 2022
Added 26.96%
|
|
Cordant, Inc.
Portland, OR |
Apr 16, 2024 Q1 2024 |
505
shares
|
$97,086
0.05% of portfolio
|
Q4 2023
Reduced 21.71%
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
484
shares
|
$93,049
0.16% of portfolio
|
Q3 2022
New holding
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 15, 2024 Q1 2024 |
441
shares
|
$84,782
0.05% of portfolio
|
Q1 2024
Reduced 0.45%
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
400
shares
|
$76,900
0.05% of portfolio
|
Q4 2022
New holding
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2024 Q1 2024 |
381
shares
|
$73,247
3.26% of portfolio
|
Q1 2024
Added 7.02%
|
|
Tfo Tdc, LLC
|
May 13, 2024 Q1 2024 |
366
shares
|
$70,363
0.01% of portfolio
|
Q1 2024
Reduced 99.69%
|
|
Badgley Phelps Wealth Managers, LLC
|
May 15, 2024 Q1 2024 |
353
shares
|
$67,864
0.0% of portfolio
|
Q1 2024
Reduced 99.96%
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
May 02, 2024 Q1 2024 |
330
shares
|
$63,442
0.02% of portfolio
|
Q1 2024
Reduced 5.71%
|
|
Bull Oak Capital, LLC
San Diego, CA |
Apr 11, 2024 Q1 2024 |
328
shares
|
$63,058
0.04% of portfolio
|
Q1 2024
Reduced 99.81%
|
|
Quarry LP
New York, NY |
May 15, 2024 Q1 2024 |
294
shares
|
$56,521
0.01% of portfolio
|
Q1 2024
Added 23.01%
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
236
shares
|
$45,371
0.06% of portfolio
|
Q4 2022
Added 98.32%
|
|
Gilfoyle & CO LLC
New York, NY |
Jan 23, 2024 Q4 2023 |
218
shares
|
$41,910
20.0% of portfolio
|
Q4 2023
Added 22.94%
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
217
shares
|
$41,718
0.01% of portfolio
|
Q1 2024
Reduced 26.94%
|
|
4 Thought Financial Group Inc.
|
Apr 24, 2024 Q1 2024 |
206
shares
|
$39,603
0.02% of portfolio
|
Q4 2023
New holding
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Apr 24, 2024 Q1 2024 |
202
shares
|
$38,834
0.02% of portfolio
|
Q1 2024
New holding
|
|
Wyrmwood Management LLC
New York, NY |
Jan 02, 2024 Q4 2023 |
169
shares
|
$32,490
31.14% of portfolio
|
Q4 2023
Added 69.0%
|
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