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 |
|---|---|---|---|---|---|
| Guerra Pan Advisors, LLC | 17,086 | $3.98M | 3.18% | 00.0% | Unchanged |
| HMS Capital Management, LLC | 17,107 | $3.99M | 1.95% | +22+0.1% | Added |
| Consilio Wealth Advisors, LLC | 17,146 | $3.99M | 1.65% | +3,324+24.0% | Added |
| Kelly Financial Services LLC | 17,147 | $4.00M | 1.47% | +382+2.3% | Added |
| Wealthstream Advisors, Inc. | 17,171 | $4.00M | 0.73% | +399+2.4% | Added |
| Camden National Bank | 17,189 | $4.01M | 0.57% | +163+1.0% | Added |
| Aspen Investment Management Inc | 17,230 | $4.01M | 1.87% | −65−0.4% | Reduced |
| Latitude Advisors, LLC | 17,236 | $4.02M | 2.27% | +50+0.3% | Added |
| M3 Advisory Group, LLC | 17,236 | $4.02M | 2.95% | +1,148+7.1% | Added |
| Firestone Capital Management | 17,254 | $4.02M | 1.01% | +2,468+16.7% | Added |
| Loudon Investment Management, LLC | 17,266 | $4.02M | 2.20% | −65−0.4% | Reduced |
| Todd Asset Management LLC | 17,266 | $4.02M | 0.09% | 00.0% | Unchanged |
| SilverOak Wealth Management LLC | 17,293 | $4.03M | 0.90% | +55+0.3% | Added |
| Guild Investment Management, Inc. | 17,298 | $4.03M | 4.43% | +940+5.7% | Added |
| Integrated Capital Management, LLC | 17,318 | $4.04M | 2.14% | +17,318 | New |
| CBIZ Investment Advisory Services, LLC | 17,323 | $4.04M | 0.21% | −3,114−15.2% | Reduced |
| IMZ Advisory Inc | 17,800 | $4.04M | 1.87% | −127−0.7% | Reduced |
| Shilanski & Associates, Inc. | 17,331 | $4.04M | 1.32% | −1,952−10.1% | Reduced |
| OMNI 360 Wealth, Inc. | 17,335 | $4.04M | 2.77% | +1,901+12.3% | Added |
| Elios Financial Group Inc. | 17,377 | $4.05M | 1.87% | +17,377 | New |
| Obsidian Personal Planning Solutions LLC | 17,941 | $4.05M | 2.12% | −95−0.5% | Reduced |
| Regimen Wealth, LLC | 17,411 | $4.06M | 1.31% | +65+0.4% | Added |
| Delap Wealth Advisory, LLC | 17,424 | $4.06M | 2.57% | −1,803−9.4% | Reduced |
| Joseph Group Capital Management | 17,435 | $4.06M | 1.55% | +2,733+18.6% | Added |
| Creegan & Nassoura Financial Group, LLC | 17,445 | $4.06M | 2.56% | −20−0.1% | Reduced |
| John G Ullman & Associates Inc | 17,457 | $4.07M | 0.58% | −798−4.4% | Reduced |
| Waller Financial Planning Group, Inc | 17,534 | $4.09M | 1.01% | +2,356+15.5% | Added |
| Narus Financial Partners, LLC | 17,536 | $4.09M | 1.46% | −482−2.7% | Reduced |
| Sterling Wealth Management, Inc. | 17,570 | $4.09M | 1.53% | +5,954+51.3% | Added |
| Private Wealth Management Group, LLC | 17,576 | $4.10M | 1.62% | −351−2.0% | Reduced |
| Berkeley Capital Partners, LLC | 17,617 | $4.10M | 1.17% | +1,392+8.6% | Added |
| Geometric Wealth Advisors | 17,632 | $4.11M | 0.76% | −444−2.5% | Reduced |
| Arlington Partners LLC | 17,663 | $4.12M | 1.61% | +2,398+15.7% | Added |
| Hutner Capital Management Inc | 17,773 | $4.14M | 2.06% | −36−0.2% | Reduced |
| Trust Co | 17,789 | $4.14M | 0.50% | −819−4.4% | Reduced |
| Better Money Decisions, LLC | 17,836 | $4.16M | 2.95% | +190+1.1% | Added |
| Truepoint, Inc. | 17,853 | $4.16M | 0.11% | +2,464+16.0% | Added |
| Pinnbrook Capital Management LP | 17,879 | $4.17M | 1.26% | −67,029−78.9% | Reduced |
| Prairie Wealth Advisors, Inc. | 17,880 | $4.17M | 2.06% | −324−1.8% | Reduced |
| M.D. Sass Investors Services, Inc. | 17,900 | $4.17M | 0.32% | +4,800+36.6% | Added |
| Jump Financial, LLC | 17,943 | $4.18M | 0.09% | −466,547−96.3% | Reduced |
| Autumn Glory Partners, LLC | 17,933 | $4.18M | 1.61% | +4,100+29.6% | Added |
| EPIQ Capital Group, LLC | 17,960 | $4.18M | 1.20% | +211+1.2% | Added |
| Tributary Capital Management, LLC | 17,967 | $4.19M | 0.33% | −110−0.6% | Reduced |
| Donoghue Forlines LLC | 17,973 | $4.19M | 1.19% | +1,283+7.7% | Added |
| Granite Group Advisors, LLC | 17,979 | $4.19M | 2.69% | −170−0.9% | Reduced |
| Wealth Advisors of Iowa, LLC | 17,994 | $4.19M | 2.13% | +104+0.6% | Added |
| Reik & Co., LLC | 17,999 | $4.19M | 1.00% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 18,011 | $4.20M | 0.36% | +262+1.5% | Added |
| Washburn Capital Management, Inc. | 18,015 | $4.20M | 3.01% | −543−2.9% | Reduced |
| Acorn Creek Capital LLC | 18,024 | $4.20M | 2.23% | +804+4.7% | Added |
| Mendel Money Management | 18,031 | $4.20M | 1.82% | −176−1.0% | Reduced |
| Vantage Financial Partners, LLC | 18,038 | $4.20M | 1.04% | −117−0.6% | Reduced |
| Lane & Associates LLC | 18,047 | $4.20M | 2.29% | −1,098−5.7% | Reduced |
| Private Capital Management, LLC | 18,133 | $4.22M | 0.46% | −839−4.4% | Reduced |
| Waypoint Wealth Partners Inc. | 18,149 | $4.23M | 1.12% | +85+0.5% | Added |
| GEM Asset Management, LLC | 19,087 | $4.23M | 2.42% | −158−0.8% | Reduced |
| Encompass More Asset Management | 18,178 | $4.24M | 1.61% | +14,113+347.2% | Added |
| Arvest Investments, Inc. | 18,185 | $4.24M | 0.64% | −144−0.8% | Reduced |
| Redwood Wealth Management Group, LLC | 18,200 | $4.24M | 2.10% | −550−2.9% | Reduced |
| Cynosure Management, LLC | 18,247 | $4.25M | 0.62% | −9,160−33.4% | Reduced |
| New Covenant Trust Company, N.A. | 18,667 | $4.25M | 4.12% | +2,119+12.8% | Added |
| Cedrus LLC | 18,256 | $4.25M | 1.58% | +757+4.3% | Added |
| Viawealth, LLC | 18,289 | $4.26M | 2.48% | +650+3.7% | Added |
| Spectrum Strategic Capital Management, LLC | 18,387 | $4.28M | 2.91% | −128−0.7% | Reduced |
| Hanlon Investment Management, Inc. | 18,398 | $4.29M | 1.20% | +2,677+17.0% | Added |
| Warren Street Wealth Advisors, LLC | 18,403 | $4.29M | 1.78% | +1,315+7.7% | Added |
| KilterHowling LLC | 18,425 | $4.29M | 2.70% | +2,333+14.5% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 18,433 | $4.29M | 2.69% | +57+0.3% | Added |
| Gilman Hill Asset Management, LLC | 18,458 | $4.30M | 0.72% | −274−1.5% | Reduced |
| Schulhoff & Co Inc | 18,468 | $4.30M | 1.80% | −495−2.6% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 18,485 | $4.31M | 1.15% | −2,692−12.7% | Reduced |
| Twelve Points Wealth Management LLC | 18,513 | $4.31M | 1.36% | −513−2.7% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 18,519 | $4.31M | 0.54% | +13,054+238.9% | Added |
| STAR Financial Bank | 18,524 | $4.32M | 2.91% | −3,384−15.4% | Reduced |
| CPA Asset Management LLC | 18,541 | $4.32M | 2.09% | 00.0% | Unchanged |
| Francis Financial, Inc. | 18,552 | $4.32M | 1.14% | +1,298+7.5% | Added |
| Oak Family Advisors, LLC | 18,558 | $4.32M | 1.56% | −312−1.7% | Reduced |
| Proffitt & Goodson Inc | 18,573 | $4.33M | 0.71% | +254+1.4% | Added |
| Vienna Asset Management LLC | 18,588 | $4.33M | 3.20% | −4,230−18.5% | Reduced |
| St. Louis Trust Co | 18,620 | $4.34M | 0.61% | −939−4.8% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 18,624 | $4.34M | 1.79% | −109−0.6% | Reduced |
| Strata Wealth Advisors, LLC | 18,655 | $4.35M | 1.40% | +663+3.7% | Added |
| Weaver Capital Management LLC | 18,655 | $4.35M | 1.31% | +1,046+5.9% | Added |
| Fortress Wealth Group, LLC | 18,625 | $4.35M | 2.16% | −1,187−6.0% | Reduced |
| Tidemark, LLC | 18,663 | $4.35M | 1.78% | +794+4.4% | Added |
| Alliance Wealth Advisors, LLC | 18,689 | $4.35M | 2.51% | +33+0.2% | Added |
| Taylor Financial Group, Inc. | 18,703 | $4.36M | 3.01% | 00.0% | Unchanged |
| Campion Asset Management LLC | 18,704 | $4.36M | 3.20% | +1,199+6.8% | Added |
| New Insight Wealth Advisors | 18,730 | $4.36M | 2.30% | −1,049−5.3% | Reduced |
| CAP Partners, LLC | 18,740 | $4.37M | 3.26% | −119−0.6% | Reduced |
| Triad Wealth Partners, LLC | 18,796 | $4.38M | 2.33% | +6,852+57.4% | Added |
| AAFMAA Wealth Management & Trust LLC | 18,816 | $4.38M | 1.93% | +597+3.3% | Added |
| BCGM Wealth Management, LLC | 18,841 | $4.39M | 1.42% | −766−3.9% | Reduced |
| Mosaic Advisors LLC | 18,867 | $4.40M | 3.37% | +32+0.2% | Added |
| Quantbot Technologies LP | 18,882 | $4.40M | 0.17% | −2,946−13.5% | Reduced |
| Kaye Capital Management | 18,913 | $4.41M | 1.77% | −52−0.3% | Reduced |
| Praetorian Wealth Management, Inc. | 18,947 | $4.41M | 1.10% | +594+3.2% | Added |
| Acorn Wealth Advisors, LLC | 18,978 | $4.42M | 1.90% | +620+3.4% | Added |
| Napatree Capital LLC | 18,989 | $4.42M | 3.09% | +1,134+6.4% | Added |