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 |
|---|---|---|---|---|---|
| Von Berge Wealth Management Group, LLC | 14,570 | $3.24M | 2.01% | −951−6.1% | Reduced |
| Barden Capital Management, Inc. | 13,927 | $3.24M | 2.85% | −47−0.3% | Reduced |
| Chicago Wealth Management, Inc. | 13,933 | $3.25M | 1.73% | −30.0% | Reduced |
| Professional Financial Advisors, LLC | 13,938 | $3.25M | 0.84% | +68+0.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 13,947 | $3.25M | 0.45% | −219−1.5% | Reduced |
| Cherry Tree Wealth Management, LLC | 13,984 | $3.26M | 0.77% | +20.0% | Added |
| Fiduciary Planning LLC | 14,015 | $3.27M | 1.11% | +1,510+12.1% | Added |
| Burkett Financial Services, LLC | 14,044 | $3.27M | 1.35% | +20+0.1% | Added |
| MinichMacGregor Wealth Management, LLC | 14,050 | $3.27M | 0.70% | 00.0% | Unchanged |
| Allegiance Financial Group Advisory Services LLC | 14,070 | $3.28M | 1.14% | −699−4.7% | Reduced |
| Garrison Asset Management, LLC | 14,079 | $3.28M | 1.66% | −223−1.6% | Reduced |
| Terra Nova Asset Management LLC | 14,148 | $3.30M | 2.45% | +7,081+100.2% | Added |
| Rather & Kittrell, Inc. | 14,151 | $3.30M | 0.81% | +74+0.5% | Added |
| Seven Springs Wealth Group, LLC | 14,154 | $3.30M | 1.20% | +55+0.4% | Added |
| SK Wealth Management, LLC | 12,927 | $3.30M | 1.69% | +12,927 | New |
| WealthTrust Asset Management, LLC | 14,196 | $3.31M | 2.47% | −2,744−16.2% | Reduced |
| Cannon Wealth Management Services, LLC | 14,233 | $3.32M | 3.03% | +14,233 | New |
| Compass Financial Group, INC | 14,250 | $3.32M | 0.65% | −144−1.0% | Reduced |
| Tanglewood Legacy Advisors, LLC | 14,263 | $3.32M | 1.48% | +50.0% | Added |
| Apeiron RIA LLC | 14,268 | $3.32M | 0.95% | +522+3.8% | Added |
| Davidson Capital Management Inc. | 14,275 | $3.33M | 0.96% | −2,282−13.8% | Reduced |
| Grace & White Inc | 14,283 | $3.33M | 0.60% | −3,306−18.8% | Reduced |
| One + One Wealth Management, LLC | 14,284 | $3.33M | 1.97% | −199−1.4% | Reduced |
| Fortune Financial Advisors, LLC | 14,301 | $3.33M | 3.02% | −9,720−40.5% | Reduced |
| Constant Guidance Financial LLC | 14,303 | $3.33M | 2.73% | −5,703−28.5% | Reduced |
| Nebula Research & Development LLC | 14,341 | $3.34M | 0.40% | +2,188+18.0% | Added |
| Frazier Financial Advisors, LLC | 14,361 | $3.35M | 2.60% | +1,682+13.3% | Added |
| Stonebridge Financial Planning Group, LLC | 14,365 | $3.35M | 1.59% | +164+1.2% | Added |
| Evergreen Wealth Management, LLC | 14,366 | $3.35M | 2.01% | +2,549+21.6% | Added |
| Uhlmann Price Securities, LLC | 14,390 | $3.35M | 2.67% | +14,390 | New |
| Compass Capital Management, Inc | 14,396 | $3.35M | 0.21% | −425−2.9% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 14,400 | $3.36M | 2.12% | +70+0.5% | Added |
| BluePath Capital Management, LLC | 14,430 | $3.36M | 2.11% | +352+2.5% | Added |
| Kirtland Hills Capital Management, LLC | 14,432 | $3.36M | 1.85% | −33−0.2% | Reduced |
| Saxony Capital Management, LLC | 14,436 | $3.36M | 3.08% | −659−4.4% | Reduced |
| Riverstone Advisors, LLC | 14,448 | $3.37M | 1.96% | −868−5.7% | Reduced |
| Viewpoint Capital Management LLC | 14,784 | $3.37M | 1.88% | −40.0% | Reduced |
| Custos Family Office, LLC | 14,486 | $3.38M | 1.22% | −1,449−9.1% | Reduced |
| Townsend & Associates, Inc | 14,636 | $3.38M | 0.35% | −98−0.7% | Reduced |
| CGC Financial Services, LLC | 14,510 | $3.38M | 1.36% | +456+3.2% | Added |
| Capital Advisory Group Advisory Services, LLC | 14,524 | $3.38M | 1.35% | −13−0.1% | Reduced |
| Capital Square, LLC | 14,532 | $3.39M | 2.06% | −204−1.4% | Reduced |
| Edentree Asset Management Ltd | 14,538 | $3.39M | 0.98% | 00.0% | Unchanged |
| First Pacific Financial | 14,544 | $3.39M | 0.79% | −84−0.6% | Reduced |
| MN Wealth Advisors, LLC | 14,545 | $3.39M | 1.93% | 00.0% | Unchanged |
| Avondale Wealth Management | 14,578 | $3.40M | 2.21% | +450+3.2% | Added |
| SMART Wealth LLC | 14,580 | $3.40M | 1.33% | +507+3.6% | Added |
| Wetzel Investment Advisors, Inc. | 14,595 | $3.40M | 1.71% | +700+5.0% | Added |
| Gallacher Capital Management LLC | 14,611 | $3.40M | 1.56% | +728+5.2% | Added |
| One River Asset Management, LLC | 14,960 | $3.41M | 3.84% | +4,804+47.3% | Added |
| Tucker Asset Management LLC | 14,633 | $3.41M | 0.79% | −2,105−12.6% | Reduced |
| Concorde Asset Management, LLC | 14,723 | $3.43M | 1.94% | +1,619+12.4% | Added |
| Safeguard Financial, LLC | 14,734 | $3.43M | 0.81% | +2,223+17.8% | Added |
| MRP Capital Investments, LLC | 14,738 | $3.43M | 3.27% | −969−6.2% | Reduced |
| Boomfish Wealth Group, LLC | 14,750 | $3.44M | 2.11% | −416−2.7% | Reduced |
| Commonwealth Financial Services, LLC | 15,206 | $3.44M | 0.68% | −106−0.7% | Reduced |
| Kennicott Capital Management LLC | 14,767 | $3.44M | 1.32% | 00.0% | Unchanged |
| Colony Family Offices, LLC | 14,773 | $3.44M | 1.07% | −2,050−12.2% | Reduced |
| Davis Capital Management | 14,775 | $3.44M | 2.72% | +35+0.2% | Added |
| Channing Global Advisors, LLC | 14,797 | $3.45M | 2.91% | −59−0.4% | Reduced |
| MBM Wealth Consultants, LLC | 14,808 | $3.45M | 1.09% | +1,057+7.7% | Added |
| Marathon Trading Investment Management LLC | 14,809 | $3.45M | 1.61% | −197,862−93.0% | Reduced |
| Sharper & Granite LLC | 14,830 | $3.46M | 1.54% | −433−2.8% | Reduced |
| Heritage Wealth Partners, LLC | 14,831 | $3.46M | 4.06% | −482−3.1% | Reduced |
| Objectivity Squared, LLC | 15,594 | $3.46M | 2.40% | −43−0.3% | Reduced |
| Operose Advisors LLC | 14,883 | $3.47M | 1.12% | +1,655+12.5% | Added |
| Powell Investment Advisors, LLC | 14,890 | $3.47M | 1.62% | −495−3.2% | Reduced |
| Arcus Capital Partners, LLC | 14,909 | $3.47M | 1.26% | −1,123−7.0% | Reduced |
| KWB Wealth | 16,506 | $3.48M | 0.45% | −1,326−7.4% | Reduced |
| Buttonwood Financial Advisors Inc. | 14,961 | $3.49M | 1.52% | −67−0.4% | Reduced |
| Archetype Wealth Partners | 14,979 | $3.49M | 0.51% | −217−1.4% | Reduced |
| Inspire Advisors, LLC | 14,979 | $3.49M | 0.42% | +1,112+8.0% | Added |
| Lombard Odier Asset Management (USA) Corp | 15,000 | $3.50M | 1.30% | −2,000−11.8% | Reduced |
| Clear Investment Research, LLC | 15,002 | $3.50M | 4.55% | +100+0.7% | Added |
| Myecfo, LLC | 15,007 | $3.50M | 1.89% | −349−2.3% | Reduced |
| Lumbard & Kellner, LLC | 15,010 | $3.50M | 1.54% | −225−1.5% | Reduced |
| KC Investment Advisors, LLC | 15,019 | $3.50M | 1.46% | +1,379+10.1% | Added |
| Aletheian Wealth Advisors LLC | 15,036 | $3.50M | 2.05% | −402−2.6% | Reduced |
| West Bancorporation Inc | 15,051 | $3.51M | 2.34% | +115+0.8% | Added |
| Holistic Planning, LLC | 15,052 | $3.51M | 1.48% | +903+6.4% | Added |
| Sterling Financial Planning, Inc. | 15,067 | $3.51M | 1.29% | −237−1.5% | Reduced |
| Bond & Devick Financial Network, Inc. | 15,080 | $3.51M | 1.50% | −2,085−12.1% | Reduced |
| Heritage Family Offices, LLP | 15,084 | $3.51M | 1.81% | −730−4.6% | Reduced |
| Riverpark Capital Management LLC | 15,091 | $3.52M | 6.39% | −1,732−10.3% | Reduced |
| 5th Street Advisors, LLC | 15,100 | $3.52M | 1.71% | +3,736+32.9% | Added |
| RCS Financial Planning, LLC | 15,108 | $3.52M | 1.95% | −162−1.1% | Reduced |
| Cardinal Strategic Wealth Guidance | 15,132 | $3.53M | 1.15% | +392+2.7% | Added |
| JRM Investment Counsel, LLC | 15,133 | $3.53M | 1.21% | −1,613−9.6% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 15,136 | $3.53M | 0.87% | +5,804+62.2% | Added |
| Mosley Wealth Management | 14,914 | $3.53M | 2.41% | +1,126+8.2% | Added |
| Werlinich Asset Management, LLC | 15,145 | $3.53M | 2.05% | 00.0% | Unchanged |
| Elgethun Capital Management | 15,160 | $3.53M | 0.83% | −890−5.5% | Reduced |
| Valued Retirements, Inc. | 15,184 | $3.54M | 4.88% | +240+1.6% | Added |
| Etfidea, LLC | 15,190 | $3.54M | 1.12% | −68−0.4% | Reduced |
| Lansing Street Advisors | 15,193 | $3.54M | 1.30% | +1,805+13.5% | Added |
| Lynx Capital Group Ltd | 15,195 | $3.54M | 2.29% | −395−2.5% | Reduced |
| Rakuten Securities, Inc. | 15,199 | $3.54M | 1.54% | −1,307−7.9% | Reduced |
| CKW Financial Group | 15,678 | $3.55M | 0.43% | +30.0% | Added |
| Droms Strauss Advisors Inc | 15,224 | $3.55M | 1.26% | −1,995−11.6% | Reduced |
| 25 LLC | 15,228 | $3.55M | 1.54% | +294+2.0% | Added |