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 |
|---|---|---|---|---|---|
|
Quattro Financial Advisors LLC
|
Oct 16, 2024 Q3 2024 |
231
shares
|
$54,712
1.43% of portfolio
|
Q3 2024
Reduced 99.23%
|
|
|
Gilfoyle & CO LLC
New York, NY |
Jan 23, 2024 Q4 2023 |
218
shares
|
$51,633
20.0% of portfolio
|
Q4 2023
Added 22.94%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
217
shares
|
$51,396
0.01% of portfolio
|
Q1 2024
Reduced 26.94%
|
|
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
Nov 01, 2024 Q3 2024 |
210
shares
|
$49,738
0.01% of portfolio
|
Q2 2024
Reduced 66.67%
|
|
|
4 Thought Financial Group Inc.
|
Oct 24, 2024 Q3 2024 |
206
shares
|
$48,791
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
200
shares
|
$47,370
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Wyrmwood Management LLC
New York, NY |
Jan 02, 2024 Q4 2023 |
169
shares
|
$40,027
31.14% of portfolio
|
Q4 2023
Added 69.0%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
155
shares
|
$36,711
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2024 Q3 2024 |
105
shares
|
$24,869
0.01% of portfolio
|
Q3 2024
Added 90.91%
|
|
|
Avenir Tech LTD
Hong Kong, K3 |
Nov 14, 2024 Q3 2024 |
100
shares
|
$23,685
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Drystone LLC
|
Nov 01, 2022 Q3 2022 |
98
shares
|
$23,211
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
81
shares
|
$19,184
0.0% of portfolio
|
Q2 2023
Reduced 16.49%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Oct 28, 2024 Q3 2024 |
80
shares
|
$18,948
0.01% of portfolio
|
Q3 2024
Reduced 93.78%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 14, 2024 Q3 2024 |
70
shares
|
$16,579
0.13% of portfolio
|
Q3 2024
Added 32.08%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
58
shares
|
$13,737
0.03% of portfolio
|
Q3 2024
Reduced 98.27%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
37
shares
|
$8,763
0.0% of portfolio
|
Q3 2024
Reduced 86.04%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
24
shares
|
$5,684
0.17% of portfolio
|
Q3 2024
Reduced 99.93%
|
|
|
Berkshire Capital Holdings Inc
San Jose, CA |
Nov 12, 2024 Q3 2024 |
10
shares
|
$2,368
0.0% of portfolio
|
Q3 2024
Reduced 99.98%
|
|
|
Capco Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
8
shares
|
$1,894
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
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|
|
|
Astrantus Investment Management Srl
Milano, L6 |
Apr 05, 2023 Q1 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2023
New holding
|