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 |
|---|---|---|---|---|---|
| Second Line Capital, LLC | 24,995 | $5.82M | 1.59% | +823+3.4% | Added |
| Herald Investment Management Ltd | 25,000 | $5.82M | 1.00% | 00.0% | Unchanged |
| Auto-Owners Insurance Co | 25,000 | $5.83M | 0.14% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 25,576 | $5.83M | 0.82% | −28−0.1% | Reduced |
| Heritage Wealth Management, Inc. | 25,021 | $5.83M | 5.26% | +258+1.0% | Added |
| Sentinus, LLC | 25,029 | $5.83M | 2.19% | −55−0.2% | Reduced |
| Archvest Wealth Advisors, Inc. | 25,036 | $5.83M | 3.72% | −1,162−4.4% | Reduced |
| Ewa, LLC | 25,606 | $5.84M | 2.09% | +4,044+18.8% | Added |
| Wagner Wealth Management, LLC | 25,082 | $5.84M | 1.58% | −3,024−10.8% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 25,091 | $5.85M | 1.92% | −44−0.2% | Reduced |
| ICW Investment Advisors LLC | 25,090 | $5.85M | 2.43% | −214−0.8% | Reduced |
| Hyperion Partners, LLC | 25,104 | $5.85M | 3.73% | −24−0.1% | Reduced |
| Castleview Partners, LLC | 25,116 | $5.85M | 3.37% | −1,476−5.6% | Reduced |
| Intellectus Partners, LLC | 25,166 | $5.86M | 1.50% | +4,470+21.6% | Added |
| Mendel Capital Management LLC | 25,206 | $5.87M | 3.60% | −464−1.8% | Reduced |
| Center For Asset Management LLC | 25,206 | $5.87M | 3.51% | +536+2.2% | Added |
| Creekmur Asset Management LLC | 25,241 | $5.88M | 1.38% | −347−1.4% | Reduced |
| Summit Wealth Group, LLC | 25,277 | $5.89M | 1.70% | −125−0.5% | Reduced |
| Seeds Investor LLC | 25,283 | $5.89M | 2.20% | +6,286+33.1% | Added |
| Eldridge Investment Advisors, Inc. | 25,293 | $5.89M | 1.38% | +98+0.4% | Added |
| Elser Financial Planning, Inc | 25,322 | $5.90M | 8.56% | +297+1.2% | Added |
| Fortem Financial Group, LLC | 25,351 | $5.91M | 2.40% | +899+3.7% | Added |
| Blackston Financial Advisory Group, LLC | 25,358 | $5.91M | 3.05% | +2,330+10.1% | Added |
| American State Bank (Iowa) | 25,388 | $5.92M | 3.59% | −471−1.8% | Reduced |
| PrairieView Partners, LLC | 25,414 | $5.92M | 0.62% | −457−1.8% | Reduced |
| Castle Wealth Management LLC | 25,428 | $5.92M | 2.37% | +1,532+6.4% | Added |
| American Capital Advisory, LLC | 25,428 | $5.92M | 3.43% | +917+3.7% | Added |
| Financial Advisors, LLC | 25,446 | $5.93M | 1.13% | +581+2.3% | Added |
| Tanaka Capital Management Inc | 25,464 | $5.93M | 13.72% | −251−1.0% | Reduced |
| Creative Capital Management Investments LLC | 25,464 | $5.93M | 2.48% | −32−0.1% | Reduced |
| Tevis Investment Management | 25,520 | $5.95M | 4.40% | +1,024+4.2% | Added |
| Addison Capital Co | 25,527 | $5.95M | 2.40% | −60−0.2% | Reduced |
| Tandem Capital Management Corp | 25,561 | $5.96M | 3.14% | −376−1.4% | Reduced |
| Marest Capital, LLC | 25,590 | $5.96M | 5.05% | −80.0% | Reduced |
| Certus Wealth Management, LLC | 25,606 | $5.97M | 4.15% | −485−1.9% | Reduced |
| Tennessee Valley Asset Management Partners | 25,533 | $5.97M | 0.99% | −229−0.9% | Reduced |
| Wiser Advisor Group LLC | 25,642 | $5.97M | 8.92% | +150+0.6% | Added |
| New World Advisors LLC | 25,647 | $5.98M | 1.56% | +2,519+10.9% | Added |
| Well Done, LLC | 25,664 | $5.98M | 1.09% | −3,504−12.0% | Reduced |
| Midwest Professional Planners, LTD. | 25,672 | $5.98M | 1.83% | +4,443+20.9% | Added |
| ShoreHaven Wealth Partners, LLC | 25,730 | $6.00M | 2.89% | −205−0.8% | Reduced |
| Aberdeen Wealth Management LLC | 25,762 | $6.00M | 3.95% | −7,373−22.3% | Reduced |
| Evergreen Private Wealth LLC | 25,801 | $6.01M | 2.79% | −87−0.3% | Reduced |
| Lynx Investment Advisory | 25,860 | $6.03M | 4.34% | +975+3.9% | Added |
| E&G Advisors, LP | 25,884 | $6.03M | 1.67% | +21+0.1% | Added |
| Alaska Permanent Fund Corp | 25,886 | $6.03M | 0.09% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 25,925 | $6.04M | 5.45% | −230−0.9% | Reduced |
| Doliver Advisors, LP | 25,930 | $6.04M | 1.66% | +1,094+4.4% | Added |
| McRae Capital Management Inc | 25,989 | $6.06M | 1.18% | −214−0.8% | Reduced |
| JBF Capital, Inc. | 26,000 | $6.06M | 0.90% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 26,014 | $6.06M | 1.19% | −1,440−5.2% | Reduced |
| Leslie Global Wealth, LLC | 26,042 | $6.07M | 2.95% | +5,254+25.3% | Added |
| Options Solutions, LLC | 26,062 | $6.07M | 2.93% | −705−2.6% | Reduced |
| Butensky & Cohen Financial Security, Inc | 26,081 | $6.08M | 1.80% | −985−3.6% | Reduced |
| WPWealth LLP | 26,081 | $6.08M | 1.26% | +1,197+4.8% | Added |
| Maia Wealth LLC | 26,424 | $6.09M | 1.51% | +4,642+21.3% | Added |
| Austin Asset Management Co Inc | 26,148 | $6.09M | 1.19% | +215+0.8% | Added |
| Quartz Partners, LLC | 26,159 | $6.10M | 3.82% | +26,159 | New |
| Affinity Wealth Management LLC | 26,160 | $6.10M | 1.08% | −260−1.0% | Reduced |
| Hengehold Capital Management LLC | 26,184 | $6.10M | 0.58% | +757+3.0% | Added |
| Ardsley Advisory Partners LP | 26,200 | $6.10M | 1.15% | +2,700+11.5% | Added |
| Swisher Financial Concepts, Inc. | 27,220 | $6.11M | 3.85% | +27,220 | New |
| Dunhill Financial, LLC | 26,301 | $6.13M | 3.15% | +3,376+14.7% | Added |
| Prosperity Wealth Management, Inc. | 26,304 | $6.13M | 2.45% | +309+1.2% | Added |
| Triton Wealth Management, PLLC | 27,139 | $6.13M | 3.49% | +523+2.0% | Added |
| Lee Johnson Capital Management, LLC | 26,335 | $6.14M | 3.16% | +17,835+209.8% | Added |
| Legacy Capital Wealth Partners, LLC | 26,346 | $6.14M | 1.23% | +453+1.7% | Added |
| Saranac Partners Ltd | 26,375 | $6.15M | 9.28% | +7,798+42.0% | Added |
| Collaborative Wealth Managment Inc. | 26,439 | $6.16M | 2.79% | −72−0.3% | Reduced |
| Exchange Capital Management, Inc. | 26,441 | $6.16M | 0.98% | −1,311−4.7% | Reduced |
| Napa Wealth Management | 26,515 | $6.18M | 2.92% | +20,092+312.8% | Added |
| Clarity Capital Partners LLC | 26,555 | $6.19M | 3.65% | −1,960−6.9% | Reduced |
| Values Added Financial LLC | 26,561 | $6.19M | 3.90% | +87+0.3% | Added |
| Polymer Capital Management (HK) LTD | 26,587 | $6.19M | 1.43% | −108,441−80.3% | Reduced |
| Trinity Financial Advisors LLC | 28,837 | $6.20M | 2.77% | −590−2.0% | Reduced |
| Addison Advisors LLC | 26,604 | $6.20M | 1.72% | −2,121−7.4% | Reduced |
| Fullcircle Wealth LLC | 26,597 | $6.21M | 2.79% | +312+1.2% | Added |
| Salvus Wealth Management, LLC | 26,693 | $6.22M | 3.82% | +2,755+11.5% | Added |
| Lion Street Advisors, LLC | 26,717 | $6.23M | 2.17% | −1,461−5.2% | Reduced |
| Impact Asset Management GmbH | 26,801 | $6.24M | 2.40% | +26,801 | New |
| Breed's Hill Capital LLC | 26,811 | $6.25M | 5.12% | +271+1.0% | Added |
| Alliance Wealth Advisors, LLC | 26,849 | $6.26M | 1.64% | +18,062+205.6% | Added |
| Gibbs Wealth Management | 26,875 | $6.26M | 2.03% | +11,805+78.3% | Added |
| Pinnacle Family Advisors, LLC | 26,891 | $6.27M | 3.25% | −185−0.7% | Reduced |
| Compass Ion Advisors, LLC | 26,903 | $6.27M | 0.77% | +928+3.6% | Added |
| Herbst Group, LLC | 26,916 | $6.27M | 3.88% | −568−2.1% | Reduced |
| Financial Advisory Corp | 26,933 | $6.28M | 2.32% | +3,055+12.8% | Added |
| Prudent Man Advisors, LLC | 26,456 | $6.28M | 2.09% | −1,711−6.1% | Reduced |
| Amica Retiree Medical Trust | 26,958 | $6.28M | 5.21% | +26,958 | New |
| Spreng Capital Management, Inc. | 26,974 | $6.29M | 2.92% | −15,728−36.8% | Reduced |
| Planning Capital Management Corp | 26,978 | $6.29M | 4.17% | +5,046+23.0% | Added |
| Cahaba Wealth Management, Inc. | 26,995 | $6.29M | 0.52% | −606−2.2% | Reduced |
| Madison Park Capital Advisors, LLC | 26,999 | $6.29M | 4.72% | +13,982+107.4% | Added |
| Magnolia Capital Management Ltd | 27,016 | $6.29M | 5.01% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 27,025 | $6.30M | 4.43% | +27,025 | New |
| Redwood Investments, LLC | 27,046 | $6.30M | 1.88% | −3,851−12.5% | Reduced |
| Quaker Wealth Management, LLC | 27,061 | $6.31M | 2.31% | +27,061 | New |
| Old North State Wealth Management, LLC | 27,050 | $6.31M | 3.53% | +13,472+99.2% | Added |
| Wormser Freres Gestion | 27,175 | $6.31M | 3.86% | −14,776−35.2% | Reduced |
| Aveo Capital Partners, LLC | 27,125 | $6.32M | 0.67% | −1,588−5.5% | Reduced |