Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,785 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 $1.93 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sebold Capital Management, Inc.
Lisle, IL |
Jan 14, 2025 Q4 2024 |
811
shares
|
$180,674
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
792
shares
|
$176,441
0.13% of portfolio
|
Q3 2024
Reduced 27.74%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
751
shares
|
$167,307
0.09% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
688
shares
|
$153,272
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Cordant, Inc.
Portland, OR |
Jan 14, 2025 Q4 2024 |
678
shares
|
$151,044
0.09% of portfolio
|
Q3 2024
Added 34.26%
|
|
|
Disciplined Equity Management, Inc.
|
Jan 21, 2025 Q4 2024 |
666
shares
|
$148,371
0.11% of portfolio
|
Q1 2024
Reduced 90.76%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Nov 14, 2024 Q3 2024 |
588
shares
|
$130,994
0.21% of portfolio
|
Q2 2022
New holding
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Nov 04, 2024 Q3 2024 |
585
shares
|
$130,326
0.02% of portfolio
|
Q3 2024
Reduced 14.35%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
518
shares
|
$115,400
0.05% of portfolio
|
Q2 2022
Added 26.96%
|
|
|
West Tower Group, LLC
Richmond, VA |
Nov 13, 2024 Q3 2024 |
500
shares
|
$111,390
0.25% of portfolio
|
Q3 2024
Reduced 75.0%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
484
shares
|
$107,825
0.16% of portfolio
|
Q3 2022
New holding
|
|
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
Oct 31, 2024 Q3 2024 |
474
shares
|
$105,597
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
438
shares
|
$97,577
2.94% of portfolio
|
Q3 2024
Reduced 99.18%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2024 Q3 2024 |
417
shares
|
$92,899
0.03% of portfolio
|
Q2 2024
Reduced 48.96%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 31, 2024 Q3 2024 |
401
shares
|
$89,334
8.32% of portfolio
|
Q3 2024
Added 72.84%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
400
shares
|
$89,112
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Bochk Asset Management LTD
Hong Kong, K3 |
Jan 22, 2025 Q4 2024 |
400
shares
|
$89,112
0.03% of portfolio
|
Q4 2024
Reduced 42.86%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Nov 08, 2024 Q3 2024 |
330
shares
|
$73,517
0.03% of portfolio
|
Q1 2024
Reduced 5.71%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
307
shares
|
$68,393
0.03% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
Dec 12, 2024 Q3 2024 |
305
shares
|
$67,947
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
|
$58,591
0.07% of portfolio
|
Q3 2024
Reduced 15.16%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
236
shares
|
$52,576
0.06% of portfolio
|
Q4 2022
Added 98.32%
|
|
|
Quattro Financial Advisors LLC
|
Oct 16, 2024 Q3 2024 |
231
shares
|
$51,462
1.43% of portfolio
|
Q3 2024
Reduced 99.23%
|
|
|
Gilfoyle & CO LLC
New York, NY |
Jan 23, 2024 Q4 2023 |
218
shares
|
$48,566
20.0% of portfolio
|
Q4 2023
Added 22.94%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
217
shares
|
$48,343
0.01% of portfolio
|
Q1 2024
Reduced 26.94%
|