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 |
|---|---|---|---|---|---|
| Lakewood Asset Management LLC | 19,012 | $4.43M | 3.03% | −3,507−15.6% | Reduced |
| Cook Wealth Management Group LLC | 19,273 | $4.43M | 2.23% | +777+4.2% | Added |
| Stone Point Wealth LLC | 19,045 | $4.44M | 1.43% | −229−1.2% | Reduced |
| Fca Corp | 19,094 | $4.45M | 1.36% | +49+0.3% | Added |
| Cahill Wealth Management, LLC | 19,099 | $4.45M | 2.30% | −12−0.1% | Reduced |
| WJ Wealth Management, LLC | 19,106 | $4.45M | 1.57% | +3,026+18.8% | Added |
| Glynn Capital Management LLC | 19,112 | $4.45M | 1.02% | −12,911−40.3% | Reduced |
| FFT Wealth Management LLC | 19,117 | $4.45M | 0.34% | +8,452+79.2% | Added |
| Ledgewood Wealth Advisors, LLC | 19,144 | $4.46M | 3.00% | +3,301+20.8% | Added |
| Towerpoint Wealth, LLC | 19,225 | $4.48M | 2.12% | −701−3.5% | Reduced |
| Select Asset Management & Trust | 19,226 | $4.48M | 1.65% | +1,611+9.1% | Added |
| United Community Bank | 19,234 | $4.48M | 1.75% | −2,825−12.8% | Reduced |
| Acorns Advisers, LLC | 19,237 | $4.48M | 0.04% | +2,806+17.1% | Added |
| Source Financial Advisors LLC | 19,237 | $4.48M | 1.32% | +199+1.0% | Added |
| Cornerstone Planning Group LLC | 19,227 | $4.49M | 1.19% | +115+0.6% | Added |
| Westfuller Advisors, LLC | 19,291 | $4.49M | 3.23% | +19,291 | New |
| FMB Wealth Management | 19,291 | $4.49M | 2.54% | +500+2.7% | Added |
| Dupree Financial Group, LLC | 19,308 | $4.50M | 1.80% | −453−2.3% | Reduced |
| Aspire Wealth Management Corp | 19,317 | $4.50M | 2.42% | −162−0.8% | Reduced |
| Dohj, LLC | 19,867 | $4.51M | 1.05% | −50−0.3% | Reduced |
| Glass Jacobson Investment Advisors llc | 19,348 | $4.51M | 1.49% | −160−0.8% | Reduced |
| Element Pointe Advisors, LLC | 19,353 | $4.51M | 1.10% | +182+0.9% | Added |
| Up Strategic Wealth Investment Advisors LLC | 19,374 | $4.51M | 5.05% | +5,649+41.2% | Added |
| NCP Inc. | 19,381 | $4.52M | 2.57% | +327+1.7% | Added |
| Hurlow Wealth Management Group, Inc. | 19,383 | $4.52M | 1.41% | −235−1.2% | Reduced |
| Paladin Advisory Group, LLC | 19,384 | $4.52M | 3.33% | −107−0.5% | Reduced |
| Tradewinds Capital Management, LLC | 19,419 | $4.52M | 1.21% | +511+2.7% | Added |
| Kuhn & Co Investment Counsel | 19,444 | $4.53M | 3.87% | −67−0.3% | Reduced |
| Cumberland Advisors Inc | 19,487 | $4.54M | 1.80% | +1,300+7.1% | Added |
| Aperture Investors, LLC | 19,505 | $4.54M | 0.58% | +19,505 | New |
| Nicholas Investment Partners, LP | 19,507 | $4.55M | 0.42% | +4,591+30.8% | Added |
| Northern Financial Advisors Inc | 19,527 | $4.55M | 3.45% | −187−0.9% | Reduced |
| Brown Financial Advisors | 19,548 | $4.55M | 1.88% | −1,367−6.5% | Reduced |
| Wolff Financial Management LLC | 19,586 | $4.56M | 1.24% | +234+1.2% | Added |
| Crumly & Associates Inc. | 19,594 | $4.57M | 1.26% | +826+4.4% | Added |
| Cascade Investment Advisors, Inc. | 19,603 | $4.57M | 2.91% | −265−1.3% | Reduced |
| Davis Investment Partners, LLC | 20,143 | $4.57M | 1.91% | −2,670−11.7% | Reduced |
| Wolff Wiese Magana LLC | 19,646 | $4.58M | 3.13% | −283−1.4% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 19,700 | $4.59M | 0.95% | −2,010−9.3% | Reduced |
| Great Point Wealth Advisors, LLC | 19,721 | $4.60M | 0.98% | +763+4.0% | Added |
| Kerusso Capital Management LLC | 19,748 | $4.60M | 2.92% | +1,199+6.5% | Added |
| Fogel Capital Management, Inc. | 19,750 | $4.60M | 2.37% | −114−0.6% | Reduced |
| AA Financial Advisors, LLC | 19,798 | $4.61M | 1.34% | −2,302−10.4% | Reduced |
| Ruedi Wealth Management, Inc. | 19,827 | $4.62M | 1.59% | −436−2.2% | Reduced |
| Foresight Capital Management Advisors, Inc. | 19,828 | $4.62M | 2.74% | +823+4.3% | Added |
| TNF LLC | 20,041 | $4.62M | 1.67% | +16+0.1% | Added |
| Gallagher Fiduciary Advisors, LLC | 19,841 | $4.62M | 0.94% | −740−3.6% | Reduced |
| Paragon Capital Management Ltd | 19,841 | $4.62M | 0.91% | −503−2.5% | Reduced |
| Winthrop Capital Management, LLC | 19,975 | $4.65M | 2.22% | −1,090−5.2% | Reduced |
| Signify Wealth | 19,975 | $4.65M | 5.70% | −3,345−14.3% | Reduced |
| Platinum Investment Management Ltd | 20,000 | $4.66M | 0.21% | −14,133−41.4% | Reduced |
| Soviero Asset Management, LP | 20,000 | $4.66M | 4.69% | −13,000−39.4% | Reduced |
| Summit Wealth Partners, LLC | 20,033 | $4.67M | 0.90% | +130+0.7% | Added |
| Mainsail Asset Management, LLC | 20,051 | $4.67M | 3.46% | +80.0% | Added |
| ICONIQ Capital, LLC | 20,090 | $4.68M | 0.10% | +6,531+48.2% | Added |
| Oxford Wealth Group, LLC | 20,103 | $4.68M | 3.81% | −3,612−15.2% | Reduced |
| Willner & Heller, LLC | 20,104 | $4.68M | 4.17% | −42−0.2% | Reduced |
| Catalyst Capital Advisors LLC | 20,130 | $4.69M | 0.11% | −939−4.5% | Reduced |
| Grant/GrossMendelsohn, LLC | 20,135 | $4.69M | 2.02% | +10.0% | Added |
| Planned Solutions, Inc. | 20,142 | $4.69M | 1.91% | +3,472+20.8% | Added |
| Kendall Capital Management | 20,159 | $4.70M | 1.45% | −60−0.3% | Reduced |
| Cantor Fitzgerald, L. P. | 20,169 | $4.70M | 0.43% | +20,169 | New |
| Kraematon Investment Advisors, Inc | 20,170 | $4.70M | 4.61% | −1,350−6.3% | Reduced |
| Precedent Wealth Partners, LLC | 20,174 | $4.70M | 1.55% | +1,725+9.4% | Added |
| Emerald Advisors, LLC | 20,003 | $4.70M | 0.68% | −475−2.3% | Reduced |
| Arq Wealth Advisors, LLC | 20,528 | $4.70M | 1.78% | +112+0.5% | Added |
| Intelligent Financial Strategies | 20,191 | $4.70M | 2.59% | +10.0% | Added |
| Tobias Financial Advisors, Inc. | 20,227 | $4.71M | 0.94% | −874−4.1% | Reduced |
| Alterna Wealth Management, Inc | 20,280 | $4.73M | 4.24% | −1,383−6.4% | Reduced |
| Meadow Creek Wealth Advisors LLC | 20,289 | $4.73M | 3.75% | +1,212+6.4% | Added |
| Atlanta Consulting Group Advisors, LLC | 20,320 | $4.73M | 1.17% | +776+4.0% | Added |
| Lawson Kroeker Investment Management Inc | 20,322 | $4.74M | 0.86% | −176−0.9% | Reduced |
| Blue Bell Private Wealth Management, LLC | 20,323 | $4.74M | 0.90% | +677+3.4% | Added |
| Southern Capital Advisors, LLC | 20,332 | $4.74M | 2.67% | +19+0.1% | Added |
| Independent Wealth Network Inc. | 20,337 | $4.74M | 2.09% | −497−2.4% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 20,365 | $4.75M | 2.56% | −541−2.6% | Reduced |
| Banco de Sabadell, S.A | 20,363 | $4.75M | 3.56% | −8,649−29.8% | Reduced |
| Bridgewealth Advisory Group, LLC | 20,380 | $4.75M | 1.73% | +1,673+8.9% | Added |
| Sara-Bay Financial | 20,419 | $4.76M | 2.00% | −1,318−6.1% | Reduced |
| Peoples Bank | 20,420 | $4.76M | 3.19% | −100.0% | Reduced |
| Paradigm Asset Management Co LLC | 20,446 | $4.76M | 1.25% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 20,462 | $4.77M | 0.91% | −530−2.5% | Reduced |
| Berkshire Money Management, Inc. | 20,487 | $4.77M | 0.55% | −252−1.2% | Reduced |
| Prostatis Group LLC | 20,488 | $4.77M | 1.56% | +2,996+17.1% | Added |
| Retirement Income Solutions, Inc | 20,503 | $4.78M | 1.09% | −638−3.0% | Reduced |
| Rinkey Investments | 20,507 | $4.78M | 1.55% | +115+0.6% | Added |
| CJM Wealth Advisers, Ltd. | 20,515 | $4.78M | 1.64% | +1,989+10.7% | Added |
| SAM Advisors, LLC | 20,522 | $4.78M | 1.76% | −618−2.9% | Reduced |
| MB, Levis & Associates, LLC | 20,561 | $4.79M | 2.36% | −242−1.2% | Reduced |
| Elevatus Welath Management | 20,574 | $4.79M | 1.57% | +63+0.3% | Added |
| AAFCPAs Wealth Management, LLC | 20,578 | $4.79M | 2.42% | +38+0.2% | Added |
| TAP Consulting, LLC | 20,590 | $4.80M | 0.94% | −2,513−10.9% | Reduced |
| TD Capital Management LLC | 20,602 | $4.80M | 0.48% | +42+0.2% | Added |
| Evergreen Wealth Solutions, LLC | 20,610 | $4.80M | 3.26% | −3,448−14.3% | Reduced |
| Skyline Advisors, Inc. | 20,619 | $4.80M | 1.98% | −2,493−10.8% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 20,632 | $4.81M | 5.06% | −88−0.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 20,638 | $4.81M | 0.51% | −12,805−38.3% | Reduced |
| Alpha DNA Investment Management LLC | 20,643 | $4.81M | 2.63% | +160+0.8% | Added |
| Pine Harbor Wealth Management, LLC | 20,653 | $4.81M | 2.39% | −4,129−16.7% | Reduced |
| FSA Wealth Management LLC | 20,655 | $4.81M | 1.92% | +20,655 | New |