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 |
|---|---|---|---|---|---|
| Roanoke Asset Management Corp | 22,758 | $5.30M | 1.67% | 00.0% | Unchanged |
| Sprott Inc. | 22,840 | $5.32M | 0.34% | −10,592−31.7% | Reduced |
| Mountain Capital Investment Advisors, Inc | 23,739 | $5.32M | 1.17% | +785+3.4% | Added |
| PCA Investment Advisory Services Inc. | 22,846 | $5.32M | 2.51% | −596−2.5% | Reduced |
| BCS Wealth Management | 22,853 | $5.33M | 2.26% | −9,589−29.6% | Reduced |
| Invenio Wealth Partners LLC | 22,911 | $5.34M | 2.31% | +3,320+16.9% | Added |
| Union Savings Bank | 22,942 | $5.35M | 2.62% | −96−0.4% | Reduced |
| Socorro Asset Management LP | 22,988 | $5.36M | 2.03% | −7,047−23.5% | Reduced |
| Financial Management Professionals, Inc. | 23,068 | $5.38M | 0.67% | −458−1.9% | Reduced |
| Horan Securities, Inc. | 23,078 | $5.38M | 2.08% | −127−0.5% | Reduced |
| Accuvest Global Advisors | 22,254 | $5.38M | 4.62% | +3,099+16.2% | Added |
| WESCAP Management Group, Inc. | 23,155 | $5.40M | 1.35% | −4,772−17.1% | Reduced |
| New Wave Wealth Advisors LLC | 23,156 | $5.40M | 2.49% | −178−0.8% | Reduced |
| Heritage Oak Wealth Advisors LLC | 23,156 | $5.40M | 2.49% | +2,065+9.8% | Added |
| Mayport, LLC | 23,176 | $5.40M | 1.73% | +1,907+9.0% | Added |
| Seldon Capital LP | 23,268 | $5.42M | 3.06% | 00.0% | Unchanged |
| TPG Advisors LLC | 23,306 | $5.43M | 4.25% | −2,997−11.4% | Reduced |
| Rational Advisors LLC | 23,313 | $5.43M | 0.52% | +145+0.6% | Added |
| Angeles Investment Advisors, LLC | 23,320 | $5.43M | 0.28% | +1,309+5.9% | Added |
| Massachusetts Wealth Management | 23,327 | $5.44M | 3.43% | +909+4.1% | Added |
| Legacy CG, LLC | 23,331 | $5.44M | 1.78% | −1,860−7.4% | Reduced |
| Luts & Greenleigh Group, Inc | 23,362 | $5.44M | 5.23% | +634+2.8% | Added |
| Dechtman Wealth Management, LLC | 23,367 | $5.44M | 1.11% | +987+4.4% | Added |
| Vickerman Investment Advisors, Inc. | 23,368 | $5.44M | 1.60% | −672−2.8% | Reduced |
| Warwick Investment Management, Inc. | 23,375 | $5.45M | 1.29% | +3,638+18.4% | Added |
| Austin Wealth Management, LLC | 24,147 | $5.45M | 1.20% | −227−0.9% | Reduced |
| IAM Advisory, LLC | 23,440 | $5.46M | 1.38% | −383−1.6% | Reduced |
| Fonville Wealth Management LLC | 23,475 | $5.47M | 1.89% | +1,591+7.3% | Added |
| Elmwood Wealth Management, Inc. | 23,485 | $5.47M | 2.26% | −1,062−4.3% | Reduced |
| Financial Advisory Partners, LLC | 23,531 | $5.48M | 1.82% | −365−1.5% | Reduced |
| American Planning Services, Inc. | 23,538 | $5.48M | 4.34% | +427+1.8% | Added |
| LVZ Advisors, Inc. | 23,583 | $5.49M | 0.70% | −309−1.3% | Reduced |
| Ibex Wealth Advisors | 273,862 | $5.50M | 1.77% | +165,940+153.8% | Added |
| Spectrum Wealth Advisory Group, LLC | 23,593 | $5.50M | 3.08% | −2,416−9.3% | Reduced |
| Great Diamond Partners, LLC | 23,615 | $5.50M | 1.40% | −3,789−13.8% | Reduced |
| Outlook Wealth Advisors, LLC | 23,617 | $5.50M | 1.58% | −730−3.0% | Reduced |
| Almanack Investment Partners, LLC. | 23,697 | $5.52M | 0.87% | +35+0.1% | Added |
| Richardson Financial Services Inc. | 26,219 | $5.52M | 3.51% | +34+0.1% | Added |
| Melfa Wealth Management, LLC | 23,719 | $5.53M | 3.65% | −615−2.5% | Reduced |
| Hofer & Associates. Inc | 23,763 | $5.54M | 3.82% | −158−0.7% | Reduced |
| Alpine Bank Wealth Management | 23,792 | $5.54M | 0.89% | +23,792 | New |
| Worth Asset Management, LLC | 23,794 | $5.54M | 3.02% | +4,609+24.0% | Added |
| Cutler Investment Counsel LLC | 23,796 | $5.54M | 0.70% | −207−0.9% | Reduced |
| Fiducient Advisors LLC | 23,799 | $5.55M | 0.64% | +671+2.9% | Added |
| Annandale Capital, LLC | 23,811 | $5.55M | 1.11% | −328−1.4% | Reduced |
| Dodge & Cox | 23,868 | $5.56M | 0.00% | −450−1.9% | Reduced |
| David J Yvars Group | 23,909 | $5.57M | 3.45% | +93+0.4% | Added |
| Summitry LLC | 23,915 | $5.57M | 0.27% | +1,564+7.0% | Added |
| Legacy Wealth Asset Management, LLC | 23,932 | $5.58M | 1.50% | −370−1.5% | Reduced |
| Eight 31 Financial LLC | 23,939 | $5.58M | 4.29% | −439−1.8% | Reduced |
| InTrack Investment Management Inc | 23,961 | $5.58M | 3.96% | +483+2.1% | Added |
| Versant Capital Management, Inc | 23,980 | $5.59M | 1.27% | +1,753+7.9% | Added |
| Pathway Financial Advisers, LLC | 23,994 | $5.59M | 2.53% | −344−1.4% | Reduced |
| Peterson Wealth Management | 24,013 | $5.60M | 3.58% | +121+0.5% | Added |
| Richmond Brothers, Inc. | 24,018 | $5.60M | 3.45% | −3,740−13.5% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 24,076 | $5.61M | 3.56% | −400−1.6% | Reduced |
| 44 Wealth Management LLC | 24,329 | $5.61M | 1.98% | +24,329 | New |
| MGO Private Wealth, LLC | 24,109 | $5.62M | 4.00% | −2,089−8.0% | Reduced |
| Cooper/Haims Advisors, LLC | 24,143 | $5.63M | 3.09% | −7,400−23.5% | Reduced |
| Verum Partners LLC | 24,199 | $5.64M | 1.65% | +232+1.0% | Added |
| Symmetry Investments LP | 24,243 | $5.65M | 1.20% | −76,452−75.9% | Reduced |
| Emprise Bank | 24,258 | $5.65M | 3.26% | −1,531−5.9% | Reduced |
| Financial Connections Group, Inc. | 24,265 | $5.65M | 2.78% | −469−1.9% | Reduced |
| Shaker Investments LLC | 24,265 | $5.65M | 2.36% | +10,784+80.0% | Added |
| Parkside Advisors LLC | 24,295 | $5.66M | 1.34% | −394−1.6% | Reduced |
| Crescent Sterling, Ltd. | 24,311 | $5.66M | 5.40% | −363−1.5% | Reduced |
| American Institute for Advanced Investment Management, LLP | 24,358 | $5.68M | 4.06% | −1,439−5.6% | Reduced |
| Court Place Advisors, LLC | 24,370 | $5.68M | 1.66% | −944−3.7% | Reduced |
| West Paces Advisors Inc. | 24,374 | $5.68M | 1.39% | −229−0.9% | Reduced |
| Wilkins Investment Counsel Inc | 24,393 | $5.68M | 0.79% | −165−0.7% | Reduced |
| IronBridge Private Wealth, LLC | 24,395 | $5.68M | 2.12% | −988−3.9% | Reduced |
| Birmingham Capital Management Co Inc | 24,462 | $5.70M | 2.07% | +4,675+23.6% | Added |
| Advisory Resource Group | 24,463 | $5.70M | 1.22% | −668−2.7% | Reduced |
| Argus Investors' Counsel, Inc. | 24,518 | $5.71M | 3.73% | −2,606−9.6% | Reduced |
| Red Wave Investments LLC | 24,521 | $5.71M | 1.99% | +66+0.3% | Added |
| Connective Capital Management, LLC | 25,295 | $5.71M | 5.30% | 00.0% | Unchanged |
| Somerset Group LLC | 24,545 | $5.72M | 5.27% | −3,105−11.2% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 24,552 | $5.72M | 4.11% | +24,552 | New |
| MBA Advisors LLC | 24,571 | $5.73M | 2.75% | −853−3.4% | Reduced |
| Sykon Capital LLC | 24,572 | $5.73M | 2.02% | −49−0.2% | Reduced |
| Rockingstone Advisors LLC | 24,577 | $5.73M | 2.81% | +85+0.3% | Added |
| Corundum Group, Inc. | 24,593 | $5.73M | 2.61% | −3,768−13.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 24,599 | $5.73M | 2.54% | −15,477−38.6% | Reduced |
| Schrum Private Wealth Management LLC | 24,616 | $5.74M | 2.96% | −1,432−5.5% | Reduced |
| Capital Planning LLC | 24,651 | $5.74M | 1.61% | +780+3.3% | Added |
| CWC Advisors, LLC. | 24,707 | $5.76M | 5.69% | +24,707 | New |
| FinDec Wealth Services, Inc. | 24,710 | $5.76M | 3.34% | −120−0.5% | Reduced |
| Global Strategic Investment Solutions, LLC | 24,716 | $5.76M | 0.67% | −286−1.1% | Reduced |
| My Personal CFO, LLC | 24,718 | $5.76M | 3.16% | −3,284−11.7% | Reduced |
| KWMG, LLC | 24,734 | $5.76M | 0.58% | +189+0.8% | Added |
| Mountain Pacific Investment Advisers Inc | 24,756 | $5.77M | 0.39% | −273−1.1% | Reduced |
| Trustco Bank Corp N Y | 24,828 | $5.78M | 5.81% | −1,413−5.4% | Reduced |
| Traveka Wealth, LLC | 24,830 | $5.79M | 2.94% | +657+2.7% | Added |
| DDFG, Inc | 24,843 | $5.79M | 1.65% | −2,171−8.0% | Reduced |
| Sunburst Financial Group, LLC | 24,870 | $5.79M | 1.47% | −323−1.3% | Reduced |
| Firethorn Wealth Partners, LLC | 24,887 | $5.80M | 2.94% | −129−0.5% | Reduced |
| Curran Financial Partners, LLC | 24,890 | $5.80M | 1.65% | −43−0.2% | Reduced |
| Windsor Capital Management, LLC | 24,916 | $5.81M | 1.68% | +2,480+11.1% | Added |
| Raelipskie Partnership | 24,924 | $5.81M | 2.83% | +2,025+8.8% | Added |
| New Republic Capital, LLC | 24,942 | $5.81M | 3.34% | −2,156−8.0% | Reduced |