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; 6,151 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 | 6,151 | $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 | 4,404 | $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 |
|---|---|---|---|---|---|
| Ullmann Financial Group, Inc. | 27,217 | $6.34M | 0.82% | +640+2.4% | Added |
| First Affirmative Financial Network | 27,252 | $6.35M | 3.48% | +4,432+19.4% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 27,257 | $6.35M | 2.22% | +418+1.6% | Added |
| Betterment LLC | 27,260 | $6.35M | 0.02% | +3,295+13.7% | Added |
| Royal Harbor Partners, LLC | 27,280 | $6.36M | 2.47% | −1,152−4.1% | Reduced |
| Barrett & Company, Inc. | 27,322 | $6.37M | 2.76% | −3,727−12.0% | Reduced |
| RW Investment Management LLC | 27,331 | $6.37M | 0.79% | 00.0% | Unchanged |
| Marshall & Sullivan Inc | 27,360 | $6.37M | 3.06% | +120.0% | Added |
| Royal Capital Wealth Management, LLC | 27,426 | $6.39M | 4.52% | +1,497+5.8% | Added |
| Pure Portfolios Holdings LLC | 27,431 | $6.39M | 2.41% | +27,431 | New |
| Burt Wealth Advisors | 27,436 | $6.39M | 1.57% | −1,395−4.8% | Reduced |
| Auxier Asset Management | 27,445 | $6.39M | 0.95% | −1,495−5.2% | Reduced |
| MWA Asset Management | 27,475 | $6.40M | 4.26% | −490−1.8% | Reduced |
| One Charles Private Wealth Services, LLC | 27,478 | $6.40M | 2.43% | −90.0% | Reduced |
| Selective Wealth Management, Inc. | 28,389 | $6.41M | 2.66% | +6,385+29.0% | Added |
| M. Kraus & Co | 27,522 | $6.41M | 1.88% | −362−1.3% | Reduced |
| Sunpointe, LLC | 27,557 | $6.42M | 5.28% | −1,460−5.0% | Reduced |
| Edge Financial Advisors LLC | 27,571 | $6.42M | 5.69% | −450−1.6% | Reduced |
| Total Clarity Wealth Management, Inc. | 27,585 | $6.43M | 2.07% | −274−1.0% | Reduced |
| Cavalier Investments, LLC | 27,624 | $6.44M | 1.97% | +6,390+30.1% | Added |
| Blankinship & Foster, LLC | 27,646 | $6.44M | 1.57% | −1,390−4.8% | Reduced |
| Hoxton Planning & Management, LLC | 27,661 | $6.44M | 2.50% | +1,751+6.8% | Added |
| SFI Advisors, LLC | 27,670 | $6.45M | 4.60% | −22−0.1% | Reduced |
| Westshore Wealth, LLC | 27,723 | $6.46M | 2.64% | −99−0.4% | Reduced |
| Hansen & Associates Financial Group, Inc. | 27,440 | $6.47M | 3.42% | +27,440 | New |
| Graphene Investments SAS | 27,800 | $6.48M | 4.15% | −2,300−7.6% | Reduced |
| Cranbrook Wealth Management, LLC | 27,807 | $6.48M | 1.48% | +6,066+27.9% | Added |
| Libra Wealth LLC | 27,810 | $6.48M | 2.59% | +10.0% | Added |
| Act Wealth Management, LLC | 27,852 | $6.49M | 2.88% | −1,146−4.0% | Reduced |
| Baxter Bros Inc | 27,876 | $6.50M | 0.84% | −13,048−31.9% | Reduced |
| Sentinel Pension Advisors Inc | 27,903 | $6.50M | 1.25% | −244−0.9% | Reduced |
| Cortland Associates Inc | 27,905 | $6.50M | 0.79% | −379−1.3% | Reduced |
| Michael B. Yongue | 27,910 | $6.50M | 5.24% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 27,919 | $6.51M | 2.94% | +1,630+6.2% | Added |
| Raleigh Capital Management Inc. | 27,937 | $6.51M | 2.51% | +2,050+7.9% | Added |
| Bell Investment Advisors, Inc | 27,941 | $6.51M | 1.19% | −477−1.7% | Reduced |
| NorthStar Asset Management LLC | 27,979 | $6.52M | 4.35% | +1,908+7.3% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 28,000 | $6.52M | 3.37% | −12,000−30.0% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 28,009 | $6.53M | 1.45% | +171+0.6% | Added |
| Crew Capital Management, Ltd. | 28,011 | $6.53M | 5.22% | −4,081−12.7% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 28,062 | $6.54M | 2.09% | +5,021+21.8% | Added |
| Grey Fox Wealth Advisors, LLC | 28,082 | $6.54M | 1.82% | +1,637+6.2% | Added |
| Pacific Wealth Strategies Group, Inc. | 28,082 | $6.54M | 4.85% | +475+1.7% | Added |
| Bigelow Investment Advisors, LLC | 28,178 | $6.57M | 2.93% | −241−0.8% | Reduced |
| Regency Capital Management Inc. | 28,216 | $6.57M | 3.61% | +682+2.5% | Added |
| Orrstown Financial Services Inc | 28,235 | $6.58M | 1.94% | +16,845+147.9% | Added |
| Argent Advisors, Inc. | 28,267 | $6.59M | 2.45% | +57+0.2% | Added |
| RF&L Wealth Management, LLC | 28,289 | $6.59M | 4.66% | −20−0.1% | Reduced |
| Charles Schwab Trust Co | 28,333 | $6.60M | 0.57% | +3,259+13.0% | Added |
| First National Bank of Hutchinson | 28,337 | $6.60M | 4.27% | −40.0% | Reduced |
| Centennial Wealth Advisory LLC | 28,374 | $6.61M | 2.58% | −399−1.4% | Reduced |
| Tectonic Advisors LLC | 28,470 | $6.63M | 0.44% | +4,048+16.6% | Added |
| Park Place Capital Corp | 28,476 | $6.63M | 1.91% | +3,827+15.5% | Added |
| Alliance Wealth Management Group | 28,477 | $6.64M | 1.77% | +420+1.5% | Added |
| Cannon Advisors, Inc. | 29,181 | $6.65M | 5.44% | +29,181 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 28,533 | $6.65M | 2.43% | −729−2.5% | Reduced |
| RE Dickinson Investment Advisors, LLC | 28,553 | $6.65M | 3.75% | −192−0.7% | Reduced |
| West Oak Capital, LLC | 28,558 | $6.65M | 1.24% | +1,888+7.1% | Added |
| Widmann Financial Services, Inc. | 28,564 | $6.66M | 5.04% | −368−1.3% | Reduced |
| 49 Wealth Management, LLC | 28,580 | $6.66M | 1.08% | −1,251−4.2% | Reduced |
| Landaas & Co | 28,608 | $6.67M | 1.86% | −1,665−5.5% | Reduced |
| Sym Financial Corp | 28,626 | $6.67M | 0.89% | +1,695+6.3% | Added |
| Paragon Financial Partners, Inc. | 28,633 | $6.67M | 4.89% | +110.0% | Added |
| Exchange Bank | 28,641 | $6.67M | 5.46% | −514−1.8% | Reduced |
| Rockbridge Investment Management, LCC | 28,692 | $6.69M | 0.87% | −767−2.6% | Reduced |
| Cardinal Point Capital Management, ULC | 28,702 | $6.69M | 1.11% | +245+0.9% | Added |
| Plotkin Financial Advisors, LLC | 28,731 | $6.69M | 4.01% | −21−0.1% | Reduced |
| MGB Wealth Management, LLC | 28,828 | $6.70M | 2.44% | −2,518−8.0% | Reduced |
| Greenup Street Wealth Management LLC | 28,754 | $6.70M | 1.38% | +2,693+10.3% | Added |
| Bey-Douglas LLC | 28,841 | $6.72M | 5.90% | +1,936+7.2% | Added |
| Sage Capital Management, LLC | 28,866 | $6.73M | 3.23% | +306+1.1% | Added |
| Eaton Financial Holdings Company, LLC | 28,938 | $6.74M | 2.74% | +28,938 | New |
| Unison Asset Management LLC | 28,957 | $6.75M | 3.21% | −45−0.2% | Reduced |
| Insight Inv LLC | 29,000 | $6.76M | 5.67% | −245−0.8% | Reduced |
| Landmark Wealth Management, Inc. | 29,005 | $6.76M | 3.37% | −153−0.5% | Reduced |
| Adamsbrown Wealth Consultants LLC | 29,011 | $6.76M | 2.35% | +5,600+23.9% | Added |
| Center for Financial Planning, Inc. | 29,073 | $6.77M | 0.92% | −1,917−6.2% | Reduced |
| Retirement Capital Strategies | 29,082 | $6.78M | 2.65% | −308−1.0% | Reduced |
| Hudson Capital Management LLC | 29,084 | $6.78M | 2.16% | −661−2.2% | Reduced |
| Crown Wealth Group, LLC | 29,086 | $6.78M | 2.95% | +62+0.2% | Added |
| Boit C F David | 29,902 | $6.78M | 3.36% | −100−0.3% | Reduced |
| Bowman & Co S.C. | 29,098 | $6.78M | 3.56% | +520+1.8% | Added |
| Lakeridge Wealth Management LLC | 29,136 | $6.79M | 3.73% | −394−1.3% | Reduced |
| Unio Capital LLC | 29,169 | $6.80M | 2.75% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 29,897 | $6.80M | 2.32% | −40.0% | Reduced |
| Monticello Wealth Management, LLC | 29,223 | $6.81M | 0.58% | +10.0% | Added |
| TFB Advisors LLC | 29,252 | $6.82M | 2.03% | +600+2.1% | Added |
| Syntax Research, Inc. | 29,254 | $6.82M | 4.61% | −990−3.3% | Reduced |
| Aldebaran Financial Inc. | 29,312 | $6.83M | 8.05% | −331−1.1% | Reduced |
| Home Federal Bank of Tennessee | 29,397 | $6.85M | 1.96% | −1,153−3.8% | Reduced |
| W.H. Cornerstone Investments Inc. | 29,406 | $6.85M | 4.63% | +307+1.1% | Added |
| Pin Oak Investment Advisors Inc | 29,422 | $6.86M | 6.23% | −469−1.6% | Reduced |
| Sentry LLC | 29,487 | $6.87M | 1.32% | −923−3.0% | Reduced |
| waypoint wealth counsel | 29,507 | $6.88M | 4.66% | +1,317+4.7% | Added |
| Schneider Downs Wealth Management Advisors, LP | 29,518 | $6.88M | 1.41% | −9,907−25.1% | Reduced |
| Shira Ridge Wealth Management | 29,579 | $6.89M | 3.51% | −129−0.4% | Reduced |
| Mayfair Advisory Group, LLC | 30,390 | $6.89M | 4.35% | +289+1.0% | Added |
| Gould Asset Management LLC | 29,598 | $6.90M | 1.48% | +158+0.5% | Added |
| ESG Planning | 29,600 | $6.90M | 4.52% | +11,212+61.0% | Added |
| Penserra Capital Management LLC | 29,605 | $6.90M | 0.15% | −801,367−96.4% | Reduced |