Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,880 institutions that hold shares in the stock, with a total of 8.71 Billion shares, which have been reported (via 13F filing form) to have a value of $2.03 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
688
shares
|
$160,166
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Cordant, Inc.
Portland, OR |
Jan 14, 2025 Q4 2024 |
678
shares
|
$157,838
0.09% of portfolio
|
Q3 2024
Added 34.26%
|
|
|
Disciplined Equity Management, Inc.
|
Jan 21, 2025 Q4 2024 |
666
shares
|
$155,044
0.11% of portfolio
|
Q1 2024
Reduced 90.76%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
603
shares
|
$140,378
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Nov 14, 2024 Q3 2024 |
588
shares
|
$136,886
0.21% of portfolio
|
Q2 2022
New holding
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Nov 04, 2024 Q3 2024 |
585
shares
|
$136,188
0.02% of portfolio
|
Q3 2024
Reduced 14.35%
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
561
shares
|
$130,600
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
518
shares
|
$120,590
0.05% of portfolio
|
Q2 2022
Added 26.96%
|
|
|
West Tower Group, LLC
Richmond, VA |
Nov 13, 2024 Q3 2024 |
500
shares
|
$116,400
0.25% of portfolio
|
Q3 2024
Reduced 75.0%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
484
shares
|
$112,675
0.16% of portfolio
|
Q3 2022
New holding
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
438
shares
|
$101,966
2.94% of portfolio
|
Q3 2024
Reduced 99.18%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
417
shares
|
$97,077
0.03% of portfolio
|
Q2 2024
Reduced 48.96%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
400
shares
|
$93,120
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Bochk Asset Management LTD
Hong Kong, K3 |
Jan 22, 2025 Q4 2024 |
400
shares
|
$93,120
0.03% of portfolio
|
Q4 2024
Reduced 42.86%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Feb 03, 2025 Q4 2024 |
383
shares
|
$89,162
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Feb 05, 2025 Q4 2024 |
330
shares
|
$76,824
0.03% of portfolio
|
Q1 2024
Reduced 5.71%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jan 30, 2025 Q4 2024 |
327
shares
|
$76,125
3.55% of portfolio
|
Q4 2024
Reduced 18.45%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
307
shares
|
$71,469
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
|
$71,004
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
|
$61,226
0.07% of portfolio
|
Q3 2024
Reduced 15.16%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
236
shares
|
$54,940
0.06% of portfolio
|
Q4 2022
Added 98.32%
|
|
|
Gilfoyle & CO LLC
New York, NY |
Jan 23, 2024 Q4 2023 |
218
shares
|
$50,750
20.0% of portfolio
|
Q4 2023
Added 22.94%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
217
shares
|
$50,517
0.01% of portfolio
|
Q1 2024
Reduced 26.94%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
200
shares
|
$46,560
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Wyrmwood Management LLC
New York, NY |
Jan 02, 2024 Q4 2023 |
169
shares
|
$39,343
31.14% of portfolio
|
Q4 2023
Added 69.0%
|