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
- 2,002 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 | 6,150 | $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 |
|---|---|---|---|---|---|
| 25 LLC | 15,228 | $3.55M | 1.54% | +294+2.0% | Added |
| McCarthy Asset Management, Inc. | 15,228 | $3.55M | 2.21% | −15,816−50.9% | Reduced |
| Flaharty Asset Management, LLC | 15,234 | $3.55M | 0.50% | −133−0.9% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 15,237 | $3.55M | 0.82% | −95−0.6% | Reduced |
| Lionsbridge Wealth Management LLC | 15,239 | $3.55M | 2.81% | −230−1.5% | Reduced |
| R. W. Roge & Company, Inc. | 15,253 | $3.55M | 1.90% | −3,569−19.0% | Reduced |
| Ade, LLC | 15,255 | $3.55M | 2.18% | −258−1.7% | Reduced |
| Enzi Wealth | 15,380 | $3.56M | 1.39% | +7,873+104.9% | Added |
| Eagle Harbor Asset Management Inc | 15,302 | $3.57M | 3.53% | −315−2.0% | Reduced |
| ORG Wealth Partners, LLC | 15,303 | $3.57M | 1.19% | +15,303 | New |
| Valtinson Bruner Financial Planning LLC | 15,332 | $3.57M | 1.25% | −13,474−46.8% | Reduced |
| Grant Street Asset Management, Inc. | 15,333 | $3.57M | 1.05% | −45−0.3% | Reduced |
| Brogan Financial, Inc. | 15,342 | $3.57M | 2.03% | −622−3.9% | Reduced |
| Pinnacle Holdings, LLC | 15,280 | $3.58M | 1.40% | −330−2.1% | Reduced |
| KFA Private Wealth Group, LLC | 15,381 | $3.58M | 1.71% | +522+3.5% | Added |
| Collective Family Office LLC | 15,392 | $3.59M | 0.97% | −995−6.1% | Reduced |
| Avion Wealth | 15,405 | $3.59M | 0.94% | +1,294+9.2% | Added |
| Pinpoint Asset Management Ltd | 15,415 | $3.59M | 0.77% | −6,734−30.4% | Reduced |
| Eads & Heald Wealth Management | 15,415 | $3.59M | 1.70% | −1,072−6.5% | Reduced |
| Robinson Smith Wealth Advisors LLC | 15,471 | $3.60M | 3.06% | −4,607−22.9% | Reduced |
| RAM Investment Partners, LLC | 15,503 | $3.61M | 0.94% | +307+2.0% | Added |
| Bollard Group LLC | 15,541 | $3.62M | 0.10% | +18+0.1% | Added |
| Rainey & Randall Investment Management Inc. | 15,616 | $3.64M | 0.78% | −162−1.0% | Reduced |
| Running Point Capital Advisors, LLC | 15,646 | $3.65M | 1.41% | +1,570+11.2% | Added |
| Harvest Investment Services, LLC | 15,663 | $3.65M | 1.17% | +3,255+26.2% | Added |
| Lorne Steinberg Wealth Management Inc. | 15,676 | $3.65M | 1.06% | −44−0.3% | Reduced |
| FOCUS Wealth Advisors, LLC | 15,676 | $3.65M | 1.82% | −273−1.7% | Reduced |
| Brasada Capital Management, LP | 16,138 | $3.66M | 0.64% | −2,877−15.1% | Reduced |
| Ssi Investment Management LLC | 15,725 | $3.66M | 0.27% | −15−0.1% | Reduced |
| Keb Asset Management, LLC | 15,734 | $3.67M | 1.10% | +1,979+14.4% | Added |
| First Bank & Trust | 15,745 | $3.67M | 0.70% | −241−1.5% | Reduced |
| Nabity-Jensen Investment Management Inc | 15,790 | $3.68M | 2.82% | +602+4.0% | Added |
| Whalen Wealth Management Inc. | 15,791 | $3.68M | 2.60% | −6,361−28.7% | Reduced |
| Triumph Capital Management | 15,809 | $3.68M | 1.31% | +204+1.3% | Added |
| Coyle Financial Counsel LLC | 17,518 | $3.69M | 1.29% | +783+4.7% | Added |
| Abel Hall, LLC | 15,848 | $3.69M | 2.42% | +344+2.2% | Added |
| Stableford Capital II LLC | 16,238 | $3.69M | 1.48% | −731−4.3% | Reduced |
| Cox Capital Mgt LLC | 15,865 | $3.70M | 2.21% | +34+0.2% | Added |
| Scarborough Advisors, LLC | 15,889 | $3.70M | 0.60% | −80−0.5% | Reduced |
| Whitaker-Myers Wealth Managers, LTD. | 15,900 | $3.70M | 1.23% | +519+3.4% | Added |
| Pointe Capital Management LLC | 15,923 | $3.71M | 2.16% | +201+1.3% | Added |
| VisionPoint Advisory Group, LLC | 15,938 | $3.71M | 1.25% | −1,798−10.1% | Reduced |
| Cambridge Financial Group, LLC | 15,958 | $3.72M | 1.55% | +1,162+7.9% | Added |
| Halbert Hargrove Global Advisors, LLC | 15,968 | $3.72M | 0.21% | −455−2.8% | Reduced |
| Aspen Wealth Strategies, LLC | 15,976 | $3.72M | 2.40% | −227−1.4% | Reduced |
| Covenant Partners, LLC | 15,995 | $3.73M | 1.08% | −235−1.4% | Reduced |
| Matrix Private Capital Group LLC | 16,113 | $3.75M | 2.16% | −199−1.2% | Reduced |
| Affinity Investment Advisors, LLC | 16,203 | $3.78M | 2.59% | −619−3.7% | Reduced |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 16,250 | $3.79M | 1.48% | −1,244−7.1% | Reduced |
| Cookson Peirce & Co Inc | 16,276 | $3.79M | 0.18% | +2,128+15.0% | Added |
| V2 Financial group LLC | 16,289 | $3.80M | 2.45% | 00.0% | Unchanged |
| Centennial Bank | 16,331 | $3.81M | 1.74% | −898−5.2% | Reduced |
| Main Street Group, LTD | 16,345 | $3.81M | 1.50% | −323−1.9% | Reduced |
| Foundation Wealth Management, LLC | 16,378 | $3.82M | 2.90% | −1,431−8.0% | Reduced |
| John W. Brooker & Co., CPAs | 16,430 | $3.83M | 1.76% | +408+2.5% | Added |
| Watershed Private Wealth LLC | 16,434 | $3.83M | 1.53% | −147−0.9% | Reduced |
| Verus Financial Partners, Inc. | 16,947 | $3.83M | 0.42% | +18+0.1% | Added |
| Hobbs Group Advisors, LLC | 16,473 | $3.84M | 1.38% | +248+1.5% | Added |
| Wade Financial Advisory, Inc | 16,492 | $3.84M | 1.29% | −380−2.3% | Reduced |
| 4J Wealth Management LLC | 16,496 | $3.84M | 2.98% | −40.0% | Reduced |
| apricus wealth, LLC | 16,501 | $3.84M | 2.53% | −56−0.3% | Reduced |
| Malaga Cove Capital, LLC | 16,523 | $3.85M | 1.55% | +103+0.6% | Added |
| Avaii Wealth Management, LLC | 16,555 | $3.86M | 1.95% | −1,030−5.9% | Reduced |
| Integrity Wealth Solutions LLC | 16,557 | $3.86M | 2.25% | −46−0.3% | Reduced |
| Thrive Capital Management, LLC | 16,576 | $3.86M | 1.82% | −335−2.0% | Reduced |
| AllSquare Wealth Management LLC | 16,601 | $3.87M | 2.20% | +189+1.2% | Added |
| Bullock Wealth Management Group | 17,098 | $3.87M | 2.34% | +460+2.8% | Added |
| Beirne Wealth Consulting Services, LLC | 16,619 | $3.87M | 1.36% | −2,600−13.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 16,634 | $3.88M | 1.49% | −1,583−8.7% | Reduced |
| Private Client Services, LLC | 16,645 | $3.88M | 2.09% | −5,423−24.6% | Reduced |
| Human Investing LLC | 16,680 | $3.89M | 0.70% | +142+0.9% | Added |
| WorthPointe, LLC | 16,701 | $3.89M | 1.64% | +397+2.4% | Added |
| Capital Management Associates | 16,715 | $3.89M | 4.33% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 16,723 | $3.90M | 0.49% | −9−0.1% | Reduced |
| AXS Investments LLC | 16,731 | $3.90M | 1.04% | −5,961−26.3% | Reduced |
| Bright Financial Advisors, Inc. | 16,767 | $3.91M | 2.49% | +163+1.0% | Added |
| Scharf Investments, LLC | 16,769 | $3.91M | 0.11% | +944+6.0% | Added |
| Del-Sette Capital Management, LLC | 16,785 | $3.91M | 3.05% | −1,075−6.0% | Reduced |
| Single Point Partners, LLC | 16,791 | $3.91M | 6.24% | −230−1.4% | Reduced |
| Pictet Bank & Trust Ltd | 16,850 | $3.93M | 3.98% | −4,700−21.8% | Reduced |
| Paul Damon & Associates, Inc. | 16,862 | $3.93M | 2.53% | −50.0% | Reduced |
| Epiq Partners, LLC | 16,882 | $3.93M | 2.18% | +247+1.5% | Added |
| Investors Research Corp | 16,884 | $3.93M | 0.86% | +504+3.1% | Added |
| Sterling Investment Management, Inc. | 16,888 | $3.93M | 2.99% | −859−4.8% | Reduced |
| Jackson Thornton Asset Management, LLC | 16,895 | $3.94M | 0.52% | +145+0.9% | Added |
| WESPAC Advisors, LLC | 16,907 | $3.94M | 2.92% | +13+0.1% | Added |
| G&S Capital LLC | 16,922 | $3.94M | 1.65% | +103+0.6% | Added |
| Cape Investment Advisory, Inc. | 16,927 | $3.94M | 1.60% | −19−0.1% | Reduced |
| Murphy Pohlad Asset Management LLC | 16,949 | $3.95M | 1.64% | −689−3.9% | Reduced |
| Nottingham Advisors, Inc. | 16,966 | $3.95M | 0.44% | −5,104−23.1% | Reduced |
| Dixon Fnancial Services, Inc. | 16,967 | $3.95M | 2.10% | +205+1.2% | Added |
| Athena Investment Management | 16,989 | $3.96M | 2.26% | −147−0.9% | Reduced |
| B&D White Capital Company, LLC | 16,993 | $3.96M | 0.68% | +1,665+10.9% | Added |
| Crestline Management, LP | 17,000 | $3.96M | 0.23% | −97,000−85.1% | Reduced |
| Caerus Investment Advisors, LLC | 17,004 | $3.96M | 3.76% | −70.0% | Reduced |
| Community Bank of Raymore | 17,028 | $3.97M | 3.00% | +189+1.1% | Added |
| Investors Asset Management of Georgia Inc | 17,055 | $3.97M | 1.87% | +240+1.4% | Added |
| Fielder Capital Group LLC | 17,061 | $3.98M | 1.31% | +231+1.4% | Added |
| Wick Capital Partners, LLC | 17,078 | $3.98M | 1.29% | +7,956+87.2% | Added |
| Permanens Capital L.P. | 17,079 | $3.98M | 0.81% | −13,933−44.9% | Reduced |