Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,105 institutions that hold shares in the stock, with a total of 8.96 Billion shares, which have been reported (via 13F filing form) to have a value of $2.16 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
|
$168,284
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Cordant, Inc.
Portland, OR |
Jan 14, 2025 Q4 2024 |
678
shares
|
$165,838
0.09% of portfolio
|
Q3 2024
Added 34.26%
|
|
|
Disciplined Equity Management, Inc.
|
Jan 21, 2025 Q4 2024 |
666
shares
|
$162,903
0.11% of portfolio
|
Q1 2024
Reduced 90.76%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
603
shares
|
$147,493
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Feb 11, 2025 Q4 2024 |
589
shares
|
$144,069
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Nov 14, 2024 Q3 2024 |
588
shares
|
$143,824
0.21% of portfolio
|
Q2 2022
New holding
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Feb 12, 2025 Q4 2024 |
586
shares
|
$143,335
0.02% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
561
shares
|
$137,220
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
518
shares
|
$126,702
0.05% of portfolio
|
Q2 2022
Added 26.96%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
484
shares
|
$118,386
0.16% of portfolio
|
Q3 2022
New holding
|
|
|
Access Investment Management LLC
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
417
shares
|
$101,998
0.03% of portfolio
|
Q2 2024
Reduced 48.96%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
400
shares
|
$97,840
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Bochk Asset Management LTD
Hong Kong, K3 |
Jan 22, 2025 Q4 2024 |
400
shares
|
$97,840
0.03% of portfolio
|
Q4 2024
Reduced 42.86%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Feb 03, 2025 Q4 2024 |
383
shares
|
$93,681
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Feb 11, 2025 Q4 2024 |
333
shares
|
$81,451
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Feb 05, 2025 Q4 2024 |
330
shares
|
$80,718
0.03% of portfolio
|
Q1 2024
Reduced 5.71%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Feb 07, 2025 Q4 2024 |
328
shares
|
$80,228
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jan 30, 2025 Q4 2024 |
327
shares
|
$79,984
3.55% of portfolio
|
Q4 2024
Reduced 18.45%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
307
shares
|
$75,092
0.03% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Lsv Asset Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
260
shares
|
$63,596
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Conquis Financial LLC
Milbrae, CA |
Feb 12, 2025 Q4 2024 |
251
shares
|
$61,394
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
Feb 11, 2025 Q4 2024 |
246
shares
|
$60,171
0.08% of portfolio
|
Q4 2024
Reduced 6.46%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
236
shares
|
$57,725
0.06% of portfolio
|
Q4 2022
Added 98.32%
|
|
|
Gilfoyle & CO LLC
New York, NY |
Jan 23, 2024 Q4 2023 |
218
shares
|
$53,322
20.0% of portfolio
|
Q4 2023
Added 22.94%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
217
shares
|
$53,078
0.01% of portfolio
|
Q1 2024
Reduced 26.94%
|