Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,711 institutions that hold shares in the stock, with a total of 8.68 Billion shares, which have been reported (via 13F filing form) to have a value of $2.06 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
914
shares
|
$216,480
0.34% of portfolio
|
Q3 2024
Reduced 60.74%
|
|
|
Emc Capital Management
Houston, TX |
Oct 28, 2024 Q3 2024 |
892
shares
|
$211,270
0.13% of portfolio
|
Q3 2024
Added 7.34%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
837
shares
|
$198,243
0.08% of portfolio
|
Q3 2022
Reduced 27.53%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
792
shares
|
$187,585
0.13% of portfolio
|
Q3 2024
Reduced 27.74%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
751
shares
|
$177,874
0.09% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Bochk Asset Management LTD
Hong Kong, K3 |
Oct 22, 2024 Q3 2024 |
700
shares
|
$165,795
0.05% of portfolio
|
Q3 2024
Reduced 97.97%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
688
shares
|
$162,952
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2024 Q3 2024 |
678
shares
|
$160,584
0.08% of portfolio
|
Q3 2024
Added 34.26%
|
|
|
Disciplined Equity Management, Inc.
|
Oct 11, 2024 Q3 2024 |
666
shares
|
$157,742
0.1% of portfolio
|
Q1 2024
Reduced 90.76%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Nov 14, 2024 Q3 2024 |
588
shares
|
$139,267
0.21% of portfolio
|
Q2 2022
New holding
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Nov 04, 2024 Q3 2024 |
585
shares
|
$138,557
0.02% of portfolio
|
Q3 2024
Reduced 14.35%
|
|
|
Friedenthal Financial
|
Oct 17, 2024 Q3 2024 |
578
shares
|
$136,899
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
518
shares
|
$122,688
0.05% of portfolio
|
Q2 2022
Added 26.96%
|
|
|
West Tower Group, LLC
Richmond, VA |
Nov 13, 2024 Q3 2024 |
500
shares
|
$118,425
0.25% of portfolio
|
Q3 2024
Reduced 75.0%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
484
shares
|
$114,635
0.16% of portfolio
|
Q3 2022
New holding
|
|
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
Oct 31, 2024 Q3 2024 |
474
shares
|
$112,266
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
438
shares
|
$103,740
2.94% of portfolio
|
Q3 2024
Reduced 99.18%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2024 Q3 2024 |
417
shares
|
$98,766
0.03% of portfolio
|
Q2 2024
Reduced 48.96%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 31, 2024 Q3 2024 |
401
shares
|
$94,976
8.32% of portfolio
|
Q3 2024
Added 72.84%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
400
shares
|
$94,740
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Nov 08, 2024 Q3 2024 |
330
shares
|
$78,160
0.03% of portfolio
|
Q1 2024
Reduced 5.71%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Oct 09, 2024 Q3 2024 |
306
shares
|
$72,476
0.03% of portfolio
|
Q3 2024
Added 88.89%
|
|
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
Dec 12, 2024 Q3 2024 |
305
shares
|
$72,239
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
|
$62,291
0.07% of portfolio
|
Q3 2024
Reduced 15.16%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
236
shares
|
$55,896
0.06% of portfolio
|
Q4 2022
Added 98.32%
|