Apple Inc.
AAPL- Exchange
- Nasdaq
- Industry
- Electronic Computers
- SEC CIK
- 0000320193
In the last 90 days, Apple Inc. insiders filed 0 open-market purchases and 7 sales; 6,149 institutions reported holding it in 13F filings for Q2 2026, worth $2.80T in total; 11 superinvestors hold it, including Berkshire Hathaway and H&H International Investment.
13F holders, Q3 2024
Institutional positions in Apple Inc. as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 5,105
- +39 vs. Q2 2024
- Shares held
- 9.40B
- +1.14B (+13.8%) vs. Q2 2024
- Total value
- $2.17T
- +$414.0B (+23.6%) vs. Q2 2024
- New holders
- 171
- 2,001 more added
- Sold out
- 132
- 2,628 more reduced
66 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AAPL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 6,149 | $2.80T |
| Q1 2026 | 6,134 | $2.40T |
| Q4 2025 | 6,130 | $2.61T |
| Q3 2025 | 5,616 | $2.35T |
| Q2 2025 | 5,599 | $1.93T |
| Q1 2025 | 5,607 | $2.08T |
| Q4 2024 | 5,671 | $2.36T |
| Q3 2024 | 5,105 | $2.17T |
| Q2 2024 | 5,132 | $1.98T |
| Q1 2024 | 5,023 | $1.61T |
| Q4 2023 | 4,976 | $1.81T |
| Q3 2023 | 4,618 | $1.60T |
| Q2 2023 | 4,594 | $1.82T |
| Q1 2023 | 4,524 | $1.55T |
| Q4 2022 | 4,555 | $1.21T |
| Q3 2022 | 4,346 | $1.29T |
| Q2 2022 | 4,339 | $1.28T |
| Q1 2022 | 4,390 | $1.66T |
| Q4 2021 | 4,402 | $1.69T |
| Q3 2021 | 3,859 | $1.34T |
| Q2 2021 | 3,879 | $1.31T |
| Q1 2021 | 3,855 | $1.17T |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Apple Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capco Asset Management, LLC | 8 | $1.86K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 2,000 | $1.98K | 0.00% | +2,000 | New |
| Berkshire Capital Holdings Inc | 10 | $2.33K | 0.00% | −57,620−100.0% | Reduced |
| SYSTM Wealth Solutions LLC | 24 | $5.59K | 0.17% | −34,681−99.9% | Reduced |
| Quarry LP | 37 | $8.62K | 0.00% | −228−86.0% | Reduced |
| Abich Financial Wealth Management LLC | 58 | $13.5K | 0.03% | −3,291−98.3% | Reduced |
| Consultiva Wealth Management, Corp. | 70 | $16.3K | 0.13% | +17+32.1% | Added |
| Longfellow Investment Management Co LLC | 81 | $18.9K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 80 | $19.0K | 0.01% | −1,207−93.8% | Reduced |
| Avenir Tech Ltd | 100 | $23.3K | 0.10% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 105 | $24.5K | 0.02% | +50+90.9% | Added |
| Bull Oak Capital, LLC | 155 | $36.1K | 0.02% | +111+252.3% | Added |
| 4Thought Financial Group Inc. | 206 | $48.0K | 0.03% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 210 | $48.9K | 0.01% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 263 | $61.0K | 0.07% | −47−15.2% | Reduced |
| Christopher J. Hasenberg, Inc | 306 | $69.1K | 0.03% | +144+88.9% | Added |
| SPX Equities Gestao de Recursos Ltda | 305 | $71.1K | 0.01% | +305 | New |
| Morgan Dempsey Capital Management LLC | 330 | $76.9K | 0.03% | 00.0% | Unchanged |
| Teachers Insurance & Annuity Association of America | 330 | $76.9K | 0.12% | +330 | New |
| PayPay Securities Corp | 401 | $93.4K | 8.32% | +169+72.8% | Added |
| Access Investment Management LLC | 417 | $97.2K | 0.03% | 00.0% | Unchanged |
| ARK Investment Management LLCSuperinvestorARK Invest | 474 | $110.4K | 0.00% | +474 | New |
| West Tower Group, LLC | 500 | $116.5K | 0.25% | −1,500−75.0% | Reduced |
| Friedenthal Financial | 578 | $134.7K | 0.08% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 585 | $136.3K | 0.02% | −98−14.3% | Reduced |
| Grayhawk Investment Strategies Inc. | 588 | $137.0K | 0.21% | 00.0% | Unchanged |
| Disciplined Equity Management, Inc. | 666 | $155.2K | 0.10% | 00.0% | Unchanged |
| Cordant, Inc. | 678 | $158.0K | 0.08% | +173+34.3% | Added |
| MidAtlantic Capital Management, Inc. | 688 | $160.3K | 0.12% | 00.0% | Unchanged |
| BOCHK Asset Management Ltd | 700 | $163.1K | 0.05% | −33,700−98.0% | Reduced |
| Perritt Capital Management Inc | 751 | $174.9K | 0.09% | −19−2.5% | Reduced |
| Talon Private Wealth, LLC | 790 | $184.1K | 0.04% | +790 | New |
| Clarity Asset Management, Inc. | 792 | $184.4K | 0.13% | −304−27.7% | Reduced |
| EMC Capital Management | 892 | $201.0K | 0.17% | +61+7.3% | Added |
| Family CFO Inc | 890 | $207.4K | 0.12% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 914 | $213.0K | 0.33% | −1,414−60.7% | Reduced |
| Tfo-TDC, LLC | 922 | $214.9K | 0.04% | +922 | New |
| Coco Enterprises, LLC | 930 | $215.9K | 0.13% | +930 | New |
| Sterling Investment Advisors LLC | 928 | $216.3K | 0.12% | +928 | New |
| Mizuho Securities Co. Ltd. | 930 | $216.7K | 0.53% | −2,950−76.0% | Reduced |
| Williams Financial, LLC | 930 | $216.7K | 0.14% | +930 | New |
| Brookmont Capital Management | 930 | $216.7K | 0.11% | +930 | New |
| SIMA Wealth Partners, LLC | 938 | $218.6K | 0.19% | −22−2.3% | Reduced |
| Causeway Capital Management LLC | 939 | $218.8K | 0.01% | +939 | New |
| LBJ Family Wealth Advisors, Ltd. | 944 | $220.0K | 0.13% | +944 | New |
| Melia Wealth LLC | 956 | $222.7K | 0.12% | +956 | New |
| Sage Financial Group Inc | 977 | $227.6K | 0.02% | 00.0% | Unchanged |
| Triune Financial Partners, LLC | 980 | $228.3K | 0.07% | +1+0.1% | Added |
| Simplify Asset Management Inc. | 997 | $232.3K | 0.02% | 00.0% | Unchanged |
| Theory Financial LLC | 1,031 | $232.9K | 0.10% | 00.0% | Unchanged |
| SMH Capital Advisors Inc | 1,004 | $233.9K | 0.72% | +13+1.3% | Added |
| Twin City Private Wealth, LLC | 1,004 | $234.0K | 0.20% | +34+3.5% | Added |
| Cornerstone Management, Inc. | 1,022 | $238.1K | 0.05% | −247−19.5% | Reduced |
| Swan Global Investments, LLC | 1,029 | $239.8K | 0.01% | −192−15.7% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 1,040 | $242.3K | 0.17% | 00.0% | Unchanged |
| Robotti Robert | 1,048 | $244.2K | 0.04% | +1+0.1% | Added |
| 1492 Capital Management LLC | 1,052 | $245.1K | 0.12% | −15−1.4% | Reduced |
| Mills Wealth Advisors LLC | 1,059 | $246.8K | 0.17% | 00.0% | Unchanged |
| Chartist Inc | 1,067 | $248.5K | 0.16% | −9−0.8% | Reduced |
| Axim Planning & Wealth | 1,087 | $253.3K | 0.29% | +121+12.5% | Added |
| FIDELIS iM, LLC | 1,096 | $255.0K | 0.12% | +1,096 | New |
| Fairway Wealth LLC | 1,107 | $257.8K | 0.13% | −693−38.5% | Reduced |
| Pillar Wealth Advisors, LLC | 1,124 | $261.9K | 7.83% | −3,236−74.2% | Reduced |
| WJ Interests, LLC | 1,140 | $265.6K | 0.12% | +1,140 | New |
| Hanover Advisors Inc | 1,146 | $267.0K | 0.11% | 00.0% | Unchanged |
| Eldred Rock Partners, LLC | 1,152 | $268.4K | 0.09% | +1,152 | New |
| Applied Capital LLC | 1,153 | $268.6K | 0.14% | −85−6.9% | Reduced |
| Schaeffer Financial LLC | 1,157 | $269.5K | 0.27% | −33−2.8% | Reduced |
| Midwest Heritage Bank, FSB | 1,160 | $270.2K | 0.13% | −335−22.4% | Reduced |
| Cardinal Capital Management, Inc. | 1,175 | $273.8K | 0.01% | 00.0% | Unchanged |
| Savior LLC | 1,177 | $274.2K | 1.52% | +1+0.1% | Added |
| Envision Financial Planning, LLC | 1,196 | $278.6K | 0.15% | 00.0% | Unchanged |
| Safir Wealth Advisors, LLC | 1,200 | $279.6K | 0.21% | 00.0% | Unchanged |
| Fee-Only Financial Planning, L.C. | 1,202 | $280.1K | 0.18% | 00.0% | Unchanged |
| AlphaQ Advisors LLC | 1,209 | $281.7K | 0.79% | +16+1.3% | Added |
| Thor Investment Management Inc | 1,210 | $281.9K | 0.21% | +23+1.9% | Added |
| Carl Stuart Investment Advisor, Inc | 1,215 | $283.2K | 0.16% | 00.0% | Unchanged |
| Amara Financial, LLC. | 1,238 | $288.4K | 0.28% | +1,238 | New |
| Members Advisory Group LLC | 1,238 | $288.7K | 0.14% | −40−3.1% | Reduced |
| Compass Financial Group, Inc. | 1,249 | $291.0K | 0.13% | −8−0.6% | Reduced |
| Raymond James Trust Co. of NH | 1,251 | $291.5K | 2.40% | +29+2.4% | Added |
| Financial Life Advisors | 1,262 | $294.0K | 0.11% | −5−0.4% | Reduced |
| ONE Advisory Partners, LLC | 1,278 | $297.8K | 0.13% | +1,278 | New |
| Samjo Management, LLC | 1,280 | $298.2K | 0.10% | 00.0% | Unchanged |
| Investment Management Associates Inc | 1,281 | $298.4K | 0.12% | +1,281 | New |
| DSC Advisors, L.P. | 1,300 | $302.9K | 2.76% | −177−12.0% | Reduced |
| Touchstone Capital, Inc. | 1,300 | $302.9K | 0.46% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 1,304 | $303.8K | 0.07% | −799−38.0% | Reduced |
| Revere Asset Management, Inc | 1,305 | $304.1K | 0.24% | −20,506−94.0% | Reduced |
| Summit Investment Advisory Services, LLC | 1,311 | $305.5K | 0.16% | −4,253−76.4% | Reduced |
| Hoese & Co LLP | 1,312 | $305.7K | 0.26% | +400+43.9% | Added |
| Lighthouse Investment Partners, LLC | 1,315 | $306.4K | 0.02% | −38,560−96.7% | Reduced |
| American Capital Management Inc | 1,316 | $306.6K | 0.01% | 00.0% | Unchanged |
| Templeton & Phillips Capital Management, LLC | 1,340 | $312.2K | 0.24% | +84+6.7% | Added |
| MBB Public Markets I LLC | 1,350 | $314.6K | 0.03% | −1,042,571−99.9% | Reduced |
| Crosspoint Financial, LLC | 1,364 | $317.8K | 1.09% | 00.0% | Unchanged |
| Brown Financial Advisory | 1,365 | $317.9K | 0.22% | +1+0.1% | Added |
| Bear Mountain Capital, Inc. | 1,363 | $318.7K | 0.13% | 00.0% | Unchanged |
| OxenFree Capital LLC | 1,377 | $320.8K | 0.25% | −720−34.3% | Reduced |
| Burrus Financial Services, Inc. | 1,378 | $321.0K | 0.16% | +2+0.1% | Added |