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 |
|---|---|---|---|---|---|
| Compass Wealth Management LLC | 12,558 | $2.93M | 0.69% | −641−4.9% | Reduced |
| Wealth Forward, LLC | 12,583 | $2.93M | 2.06% | +901+7.7% | Added |
| Hibernia Wealth Partners, LLC | 12,605 | $2.94M | 1.02% | +6,963+123.4% | Added |
| Net Worth Advisory Group | 12,613 | $2.94M | 0.87% | +12,613 | New |
| Flagstone Financial Management | 12,621 | $2.94M | 0.99% | +6,451+104.6% | Added |
| Waterway Wealth Management, LLC | 12,645 | $2.95M | 1.27% | −1,175−8.5% | Reduced |
| Drake & Associates, LLC | 12,646 | $2.95M | 0.95% | +1,101+9.5% | Added |
| Clarity Capital Advisors, LLC | 12,651 | $2.95M | 2.12% | −82−0.6% | Reduced |
| Fortress Wealth Management, Inc. | 12,661 | $2.95M | 1.47% | −400−3.1% | Reduced |
| Rooted Wealth Advisors, Inc. | 13,311 | $2.95M | 1.32% | −391−2.9% | Reduced |
| TLWM | 12,668 | $2.95M | 0.60% | −3,421−21.3% | Reduced |
| Halter Ferguson Financial Inc. | 12,671 | $2.95M | 1.67% | +150+1.2% | Added |
| Talisman Wealth Advisors LLC | 12,897 | $2.95M | 3.11% | +7+0.1% | Added |
| Blueshift Asset Management, LLC | 12,684 | $2.96M | 0.73% | −4,557−26.4% | Reduced |
| Marquette Asset Management, LLC | 12,686 | $2.96M | 0.47% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 12,688 | $2.96M | 1.21% | +108+0.9% | Added |
| New Perspectives, Inc | 12,699 | $2.96M | 1.58% | +99+0.8% | Added |
| Three Bridge Wealth Advisors, LLC | 12,699 | $2.96M | 1.09% | −351−2.7% | Reduced |
| Catalyst Private Wealth, LLC | 12,705 | $2.96M | 1.45% | −14−0.1% | Reduced |
| Williams & Novak, LLC | 12,708 | $2.96M | 2.76% | +1,604+14.4% | Added |
| Neo Ivy Capital Management | 12,716 | $2.96M | 0.96% | −13,428−51.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 12,716 | $2.96M | 0.37% | +8,452+198.2% | Added |
| Riverpoint Wealth Management Holdings, LLC | 12,719 | $2.96M | 0.76% | +12+0.1% | Added |
| WealthCollab, LLC | 12,739 | $2.97M | 1.95% | +122+1.0% | Added |
| Hel Ved Capital Management Ltd | 12,780 | $2.98M | 1.40% | +12,780 | New |
| Refined Wealth Management | 12,785 | $2.98M | 2.30% | +146+1.2% | Added |
| Mid-American Wealth Advisory Group, Inc. | 12,799 | $2.98M | 1.87% | −1,206−8.6% | Reduced |
| Bank & Trust Co | 12,812 | $2.99M | 2.42% | −12−0.1% | Reduced |
| HTG Investment Advisors, Inc. | 12,823 | $2.99M | 1.41% | +40.0% | Added |
| Tobam | 12,836 | $2.99M | 0.55% | +11+0.1% | Added |
| Portfolio Strategies, Inc. | 12,844 | $2.99M | 0.40% | +69+0.5% | Added |
| Wrenne Financial Planning LLC | 12,897 | $3.01M | 1.79% | +112+0.9% | Added |
| Old West Investment Management, LLC | 12,914 | $3.01M | 1.16% | −500−3.7% | Reduced |
| Marvin & Palmer Associates Inc | 12,928 | $3.01M | 2.53% | +12,928 | New |
| Perissos Private Wealth Management, LLC | 12,943 | $3.02M | 2.42% | +3,737+40.6% | Added |
| JFG Wealth Management, LLC | 12,952 | $3.02M | 0.83% | +9,296+254.3% | Added |
| APCM Wealth Management for Individuals | 12,963 | $3.02M | 0.45% | −400−3.0% | Reduced |
| Client 1st Advisory Group, LLC | 12,976 | $3.02M | 1.20% | +962+8.0% | Added |
| Basepoint Wealth LLC | 12,984 | $3.03M | 2.23% | +354+2.8% | Added |
| FSC Wealth Advisors, LLC | 12,996 | $3.03M | 2.17% | −330−2.5% | Reduced |
| Olstein Capital Management, L.P. | 13,000 | $3.03M | 0.52% | −1,500−10.3% | Reduced |
| Cohen Capital Management, Inc. | 13,005 | $3.03M | 0.49% | +1,476+12.8% | Added |
| Allstate Corp | 13,018 | $3.03M | 0.29% | −35,585−73.2% | Reduced |
| Curtis Advisory Group, LLC | 13,061 | $3.04M | 0.86% | +62+0.5% | Added |
| Pension & Wealth Management Advisors, Inc. | 13,078 | $3.05M | 1.56% | +439+3.5% | Added |
| Elkhorn Partners Limited Partnership | 13,100 | $3.05M | 1.96% | −355−2.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 13,113 | $3.06M | 0.23% | +11,924+1,002.9% | Added |
| Sage Private Wealth Group, LLC | 13,128 | $3.06M | 2.41% | −992−7.0% | Reduced |
| Diker Management LLC | 13,142 | $3.06M | 2.44% | −150−1.1% | Reduced |
| Warner Financial, Inc | 13,154 | $3.06M | 1.36% | +30+0.2% | Added |
| Capitol Family Office, Inc. | 13,212 | $3.08M | 3.81% | −21−0.2% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 13,223 | $3.08M | 4.87% | +547+4.3% | Added |
| Conservest Capital Advisors, Inc. | 18,054 | $3.10M | 0.32% | +588+3.4% | Added |
| Northern Capital Management, Inc. | 13,290 | $3.10M | 1.96% | +10.0% | Added |
| CarsonAllaria Wealth Management, Ltd. | 13,293 | $3.10M | 1.78% | +149+1.1% | Added |
| Mach-1 Financial Group, Inc. | 13,320 | $3.10M | 1.90% | +1,158+9.5% | Added |
| Arrowroot Family Office, LLC | 13,335 | $3.11M | 1.81% | +1,145+9.4% | Added |
| Fortune 45 LLC | 13,341 | $3.11M | 2.20% | −428−3.1% | Reduced |
| CMT Capital Markets Trading GmbH | 13,350 | $3.11M | 1.42% | +2,800+26.5% | Added |
| Financial Alternatives, Inc | 13,363 | $3.11M | 2.19% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 13,371 | $3.12M | 4.57% | −399−2.9% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 13,379 | $3.12M | 2.23% | −156−1.2% | Reduced |
| WBI Investments | 13,425 | $3.13M | 0.75% | −15,695−53.9% | Reduced |
| International Private Wealth Advisors LLC | 13,429 | $3.13M | 4.58% | +9,893+279.8% | Added |
| Stonehearth Capital Management, LLC | 13,434 | $3.13M | 1.24% | −236−1.7% | Reduced |
| Maripau Wealth Management LLC | 13,465 | $3.14M | 2.72% | +2,614+24.1% | Added |
| Guardian Financial Partners, LLC | 13,483 | $3.14M | 1.96% | −293−2.1% | Reduced |
| Smith & Howard Wealth Management, LLC | 13,484 | $3.14M | 0.88% | +107+0.8% | Added |
| Power Wealth Management LLC | 13,501 | $3.15M | 1.34% | −4,613−25.5% | Reduced |
| Latko Wealth Management, Ltd. | 13,537 | $3.15M | 1.91% | +13,537 | New |
| Fenimore Asset Management Inc | 13,537 | $3.15M | 0.06% | +56+0.4% | Added |
| Harvey Investment Co LLC | 13,548 | $3.16M | 0.36% | −177−1.3% | Reduced |
| Forza Wealth Management, LLC | 13,558 | $3.16M | 1.45% | +298+2.2% | Added |
| EWG Elevate Inc. | 13,588 | $3.17M | 1.27% | −1,729−11.3% | Reduced |
| Sterling Manor Financial, LLC | 13,593 | $3.17M | 2.15% | +182+1.4% | Added |
| Renasant Bank | 13,611 | $3.17M | 2.09% | −603−4.2% | Reduced |
| Audent Global Asset Management, LLC | 13,623 | $3.17M | 5.41% | −11,669−46.1% | Reduced |
| West Financial Advisors, LLC | 13,630 | $3.18M | 0.61% | +418+3.2% | Added |
| Three Seasons Wealth, LLC | 13,635 | $3.18M | 1.67% | +4,164+44.0% | Added |
| X-Square Capital, LLC | 13,636 | $3.18M | 1.40% | +7+0.1% | Added |
| Flower City Capital | 13,638 | $3.18M | 1.87% | +2,612+23.7% | Added |
| Intergy Private Wealth, LLC | 13,655 | $3.18M | 1.21% | +568+4.3% | Added |
| Sunflower Bank, N.A. | 13,661 | $3.18M | 0.87% | +1,042+8.3% | Added |
| Dodds Wealth, LLC | 13,903 | $3.18M | 1.06% | −113−0.8% | Reduced |
| US Financial Advisors, LLC | 13,680 | $3.19M | 0.99% | −856−5.9% | Reduced |
| SFG Wealth Management, LLC. | 13,727 | $3.20M | 1.70% | +159+1.2% | Added |
| Second Half Financial Partners, LLC | 13,728 | $3.20M | 1.70% | +13,728 | New |
| BluePointe Capital Management, LLC | 13,733 | $3.20M | 2.07% | +354+2.6% | Added |
| CCG Wealth Management, LLC | 13,734 | $3.20M | 1.79% | −50−0.4% | Reduced |
| Core Wealth Advisors, Inc. | 13,739 | $3.20M | 1.03% | +1,371+11.1% | Added |
| Banco BTG Pactual S.A. | 13,749 | $3.20M | 0.83% | −47,656−77.6% | Reduced |
| Weik Capital Management | 13,762 | $3.21M | 1.29% | 00.0% | Unchanged |
| Advanced Portfolio Management, LLC | 13,768 | $3.21M | 3.30% | −11,934−46.4% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 13,774 | $3.21M | 0.06% | −713−4.9% | Reduced |
| MA Private Wealth | 13,780 | $3.21M | 0.60% | +24+0.2% | Added |
| Orion Investment Co | 13,793 | $3.21M | 1.26% | 00.0% | Unchanged |
| One Degree Advisors Inc | 14,122 | $3.22M | 1.36% | −374−2.6% | Reduced |
| Oldfather Financial Services, LLC | 13,806 | $3.22M | 1.24% | +142+1.0% | Added |
| Campbell Wealth Management | 13,805 | $3.22M | 0.29% | −8,746−38.8% | Reduced |
| Vivid Wealth Management, LLC | 13,833 | $3.22M | 1.68% | −1,224−8.1% | Reduced |