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 8 sales; 6,150 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
- 5,106
- +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
- 2,629 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 | 6,150 | $2.80T |
| Q1 2026 | 6,135 | $2.40T |
| Q4 2025 | 6,131 | $2.61T |
| Q3 2025 | 5,617 | $2.35T |
| Q2 2025 | 5,600 | $1.93T |
| Q1 2025 | 5,608 | $2.08T |
| Q4 2024 | 5,672 | $2.36T |
| Q3 2024 | 5,106 | $2.17T |
| Q2 2024 | 5,133 | $1.98T |
| Q1 2024 | 5,024 | $1.61T |
| Q4 2023 | 4,977 | $1.81T |
| Q3 2023 | 4,619 | $1.60T |
| Q2 2023 | 4,595 | $1.82T |
| Q1 2023 | 4,525 | $1.55T |
| Q4 2022 | 4,556 | $1.21T |
| Q3 2022 | 4,347 | $1.29T |
| Q2 2022 | 4,340 | $1.28T |
| Q1 2022 | 4,391 | $1.66T |
| Q4 2021 | 4,403 | $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 |
|---|---|---|---|---|---|
| Arbor Capital Management Inc | 11,352 | $2.56M | 2.42% | −671−5.6% | Reduced |
| DecisionPoint Financial, LLC | 11,026 | $2.57M | 0.81% | +211+2.0% | Added |
| Able Wealth Management LLC | 11,051 | $2.58M | 1.95% | −34−0.3% | Reduced |
| FDx Advisors, Inc. | 11,057 | $2.58M | 0.70% | +823+8.0% | Added |
| Legacy Financial Group LLC | 11,067 | $2.58M | 0.50% | +237+2.2% | Added |
| Monte Financial Group, LLC | 11,079 | $2.58M | 1.07% | −324−2.8% | Reduced |
| Wealthcare Capital Management LLC | 11,089 | $2.58M | 0.26% | +362+3.4% | Added |
| Ami Investment Management Inc | 11,093 | $2.58M | 0.87% | −393−3.4% | Reduced |
| Pring Turner Capital Group Inc | 11,109 | $2.59M | 1.63% | −302−2.6% | Reduced |
| Wallace Advisory Group, LLC | 12,331 | $2.60M | 1.90% | −2,400−16.3% | Reduced |
| Forthright Family Wealth Advisory LLC | 10,717 | $2.60M | 1.67% | −2,738−20.3% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 11,176 | $2.60M | 0.59% | −246−2.2% | Reduced |
| Gouws Capital LLC | 11,193 | $2.61M | 1.76% | −46−0.4% | Reduced |
| Threadgill Financial, LLC | 11,198 | $2.61M | 1.55% | +222+2.0% | Added |
| Howard Bailey Securities, LLC | 11,200 | $2.61M | 0.99% | +11,200 | New |
| HGK Asset Management Inc | 11,233 | $2.62M | 0.49% | −252−2.2% | Reduced |
| Orin Green Financial, LLC | 11,275 | $2.63M | 1.13% | +2,718+31.8% | Added |
| Rosenberg Matthew Hamilton | 11,277 | $2.63M | 0.69% | +150+1.3% | Added |
| Element Capital Management LLC | 11,285 | $2.63M | 0.12% | +11,285 | New |
| Kelman-Lazarov, Inc. | 11,293 | $2.63M | 0.45% | −7−0.1% | Reduced |
| Insight Wealth Partners, LLC | 11,307 | $2.63M | 1.61% | +2,357+26.3% | Added |
| Financial & Tax Architects, LLC | 11,326 | $2.64M | 0.68% | +1,934+20.6% | Added |
| Legal Advantage Investments, Inc. | 11,337 | $2.64M | 1.45% | −200−1.7% | Reduced |
| Mma Asset Management LLC | 13,084 | $2.64M | 0.70% | +4,510+52.6% | Added |
| St. Louis Financial Planners Asset Management, LLC | 11,654 | $2.64M | 2.10% | −2,003−14.7% | Reduced |
| Financial Planning & Information Services, Inc. | 11,380 | $2.65M | 0.37% | −30.0% | Reduced |
| Vaughan & Co Securities, Inc. | 11,424 | $2.66M | 1.57% | −134−1.2% | Reduced |
| Tower Wealth Partners, Inc. | 11,457 | $2.67M | 1.55% | −218−1.9% | Reduced |
| UBS Oconnor LLC | 11,466 | $2.67M | 0.07% | −61,440−84.3% | Reduced |
| Summa Corp. | 11,477 | $2.67M | 1.28% | +1,411+14.0% | Added |
| Vista Investment Management | 11,479 | $2.67M | 1.01% | +434+3.9% | Added |
| Builder Investment Group Inc | 11,484 | $2.68M | 0.72% | +79+0.7% | Added |
| Delos Wealth Advisors, LLC | 11,498 | $2.68M | 2.34% | −326−2.8% | Reduced |
| Financial Network Wealth Advisors LLC | 11,504 | $2.68M | 2.21% | −10,389−47.5% | Reduced |
| GoalVest Advisory LLC | 11,509 | $2.68M | 0.77% | +1,129+10.9% | Added |
| Commonwealth Retirement Investments LLC | 11,521 | $2.68M | 1.13% | +1,592+16.0% | Added |
| Roth Financial Partners LLC | 11,565 | $2.69M | 1.08% | 00.0% | Unchanged |
| RWWM, Inc. | 11,622 | $2.71M | 0.25% | −10.0% | Reduced |
| Financial Symmetry Inc | 11,635 | $2.71M | 1.89% | −161−1.4% | Reduced |
| Prentice Wealth Management LLC | 11,648 | $2.71M | 0.81% | −201−1.7% | Reduced |
| Private Wealth Advisors | 12,003 | $2.72M | 1.11% | −210−1.7% | Reduced |
| Barings LLC | 11,666 | $2.72M | 0.06% | +1,098+10.4% | Added |
| Raffa Wealth Management, LLC | 11,715 | $2.73M | 0.66% | −224−1.9% | Reduced |
| Mraz, Amerine & Associates, Inc. | 11,739 | $2.74M | 0.49% | −49−0.4% | Reduced |
| Wedgewood Investors Inc | 11,775 | $2.74M | 3.00% | −300−2.5% | Reduced |
| Financial Freedom, LLC | 11,793 | $2.75M | 1.45% | +9+0.1% | Added |
| Palouse Capital Management, Inc. | 11,808 | $2.75M | 1.74% | −87−0.7% | Reduced |
| Canandaigua National Trust Co of Florida | 11,813 | $2.75M | 2.37% | +11,813 | New |
| Hill Island Financial LLC | 11,838 | $2.76M | 0.83% | +606+5.4% | Added |
| Hara Capital LLC | 11,856 | $2.76M | 1.72% | −300−2.5% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 12,246 | $2.77M | 1.54% | +2,000+19.5% | Added |
| Richwood Investment Advisors, LLC | 11,905 | $2.77M | 2.29% | −82−0.7% | Reduced |
| Cottonwood Capital Advisors, LLC | 11,912 | $2.78M | 2.04% | −300−2.5% | Reduced |
| Red Cedar Investment Management, LLC | 11,921 | $2.78M | 0.35% | 00.0% | Unchanged |
| Iams Wealth Management, LLC | 11,937 | $2.78M | 1.37% | +1,648+16.0% | Added |
| Clear Point Advisors Inc. | 11,942 | $2.78M | 2.15% | +109+0.9% | Added |
| Seven Post Investment Office LP | 11,980 | $2.79M | 0.42% | +10.0% | Added |
| Penobscot Wealth Management | 11,982 | $2.79M | 1.51% | −56−0.5% | Reduced |
| RHS Financial, LLC | 11,995 | $2.79M | 1.41% | −1,054−8.1% | Reduced |
| Factorial Partners, LLC | 12,000 | $2.80M | 1.61% | −5,800−32.6% | Reduced |
| Value Star Asset Management (Hong Kong) Ltd | 12,000 | $2.80M | 10.48% | +12,000 | New |
| Sycomore Asset Management | 12,296 | $2.80M | 0.46% | +12,296 | New |
| Gray Private Wealth, LLC | 12,037 | $2.80M | 1.68% | −201−1.6% | Reduced |
| Stephenson National Bank & Trust | 12,047 | $2.81M | 0.89% | +264+2.2% | Added |
| A. D. Beadell Investment Counsel, Inc. | 12,050 | $2.81M | 2.24% | −434−3.5% | Reduced |
| Solitude Financial Services | 12,049 | $2.81M | 1.20% | −800−6.2% | Reduced |
| Accelerate Investment Advisors LLC | 12,053 | $2.81M | 2.74% | +12,053 | New |
| Motive Wealth Advisors | 13,351 | $2.81M | 1.69% | 00.0% | Unchanged |
| Weinberger Asset Management, Inc | 12,101 | $2.82M | 1.20% | +172+1.4% | Added |
| Stephens Consulting, LLC | 12,106 | $2.82M | 0.72% | +39+0.3% | Added |
| SWAN Capital LLC | 12,154 | $2.83M | 1.39% | −10.0% | Reduced |
| Prelude Capital Management, LLC | 12,179 | $2.84M | 0.22% | −14,687−54.7% | Reduced |
| Matrix Trust Co | 12,184 | $2.84M | 0.53% | +138+1.1% | Added |
| Silphium Asset Management Ltd | 12,210 | $2.84M | 1.02% | +10+0.1% | Added |
| Birchbrook, Inc. | 12,221 | $2.85M | 1.58% | −261−2.1% | Reduced |
| Menard Financial Group LLC | 12,221 | $2.85M | 1.88% | +48+0.4% | Added |
| Holistic Financial Partners | 12,224 | $2.85M | 1.37% | +494+4.2% | Added |
| Market Street Wealth Management Advisors LLC | 12,232 | $2.85M | 0.47% | +104+0.9% | Added |
| Blossom Wealth Management | 12,243 | $2.85M | 5.75% | +437+3.7% | Added |
| Live Oak Investment Partners | – | $2.87M | 2.23% | – | – |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 12,306 | $2.87M | 0.40% | −7,731−38.6% | Reduced |
| Paladin Wealth, LLC | 12,320 | $2.87M | 2.51% | +12,320 | New |
| Christensen, King & Associates Investment Services, Inc. | 12,323 | $2.87M | 1.35% | −427−3.3% | Reduced |
| Systematic Financial Management LP | 12,335 | $2.87M | 0.07% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 12,335 | $2.87M | 1.03% | +171+1.4% | Added |
| TrueWealth Advisors, LLC | 12,376 | $2.88M | 0.96% | −292−2.3% | Reduced |
| Adams Wealth Management | 12,381 | $2.88M | 0.62% | −864−6.5% | Reduced |
| CacheTech Inc. | 12,381 | $2.88M | 0.62% | −864−6.5% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 12,382 | $2.89M | 1.71% | −149−1.2% | Reduced |
| Wallace Capital Management Inc. | 12,388 | $2.89M | 0.39% | +367+3.1% | Added |
| Cherrydale Wealth Management, LLC | 12,424 | $2.89M | 1.18% | +81+0.7% | Added |
| Paradigm Capital Management, LLC | 12,431 | $2.90M | 2.78% | +12,431 | New |
| Peterson Wealth Advisors, LLC | 12,443 | $2.90M | 0.55% | +482+4.0% | Added |
| AlphaMark Advisors, LLC | 12,490 | $2.91M | 1.00% | −149−1.2% | Reduced |
| Brendel Financial Advisors LLC | 12,526 | $2.92M | 1.65% | −404−3.1% | Reduced |
| MKT Advisors LLC | 12,872 | $2.92M | 1.37% | +231+1.8% | Added |
| Pinnacle Financial Group, LLC | 12,534 | $2.92M | 1.14% | +30+0.2% | Added |
| B&L Asset Management LLC | 12,536 | $2.92M | 1.85% | +12,536 | New |
| Helen Stephens Group, LLC | 12,536 | $2.92M | 0.89% | −1,877−13.0% | Reduced |
| Solutions 4 Wealth, Ltd | 12,546 | $2.92M | 5.72% | −741−5.6% | Reduced |