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 |
|---|---|---|---|---|---|
| First National Bank | 29,673 | $6.91M | 4.81% | −528−1.7% | Reduced |
| Provident Trust Co | 29,700 | $6.92M | 0.12% | +915+3.2% | Added |
| Vectors Research Management, LLC | 30,655 | $6.92M | 2.10% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 29,724 | $6.93M | 0.89% | +29,724 | New |
| Accel Wealth Management | 29,743 | $6.93M | 2.58% | +380+1.3% | Added |
| Hanson & Doremus Investment Management | 29,781 | $6.94M | 1.10% | −375−1.2% | Reduced |
| Ramirez Asset Management, Inc. | 29,877 | $6.96M | 1.34% | 00.0% | Unchanged |
| Guinness Atkinson Asset Management Inc | 29,883 | $6.96M | 3.39% | +51+0.2% | Added |
| Advance Capital Management, Inc. | 29,905 | $6.97M | 0.31% | +689+2.4% | Added |
| Ameliora Wealth Management Ltd. | 29,924 | $6.97M | 2.91% | −2,987−9.1% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 29,925 | $6.97M | 3.25% | +790+2.7% | Added |
| Black Diamond Financial, LLC | 29,956 | $6.98M | 1.18% | +1,194+4.2% | Added |
| Cascade Investment Group, Inc. | 29,988 | $6.99M | 5.12% | −449−1.5% | Reduced |
| Hamilton Capital, LLC | 30,938 | $6.99M | 0.52% | +4,175+15.6% | Added |
| Miura Global Management, LLC | 30,000 | $6.99M | 8.03% | −20,000−40.0% | Reduced |
| Intrinsic Edge Capital Management LLC | 30,000 | $6.99M | 0.87% | 00.0% | Unchanged |
| Snider Financial Group | 30,006 | $6.99M | 2.56% | −818−2.7% | Reduced |
| Emerald Advisers, LLC | 30,075 | $7.01M | 0.27% | +1,735+6.1% | Added |
| Shorepoint Capital Partners LLC | 30,083 | $7.01M | 1.60% | −2,360−7.3% | Reduced |
| Kolinsky Wealth Management, LLC | 30,132 | $7.02M | 4.57% | +2,106+7.5% | Added |
| Infusive Asset Management Inc. | 30,284 | $7.06M | 2.98% | −8,499−21.9% | Reduced |
| Colton Groome Financial Advisors, LLC | 30,374 | $7.08M | 2.65% | −135−0.4% | Reduced |
| JBR Co Financial Management Inc | 30,444 | $7.09M | 4.64% | −115−0.4% | Reduced |
| McAlister, Sweet & Associates, Inc. | 30,477 | $7.10M | 5.86% | +849+2.9% | Added |
| White Lighthouse Investment Management Inc. | 30,481 | $7.10M | 1.27% | −3,572−10.5% | Reduced |
| Chesapeake Asset Management LLC | 30,489 | $7.10M | 6.17% | −1,926−5.9% | Reduced |
| Riverview Trust Co | 30,490 | $7.10M | 6.23% | −79−0.3% | Reduced |
| G2 Capital Management, LLC | 30,508 | $7.11M | 2.09% | +25+0.1% | Added |
| Counterweight Ventures, LLC | 30,536 | $7.11M | 5.04% | +50.0% | Added |
| Baron Wealth Management LLC | 30,553 | $7.12M | 3.43% | −1,527−4.8% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 30,592 | $7.13M | 4.78% | −907−2.9% | Reduced |
| Fiera Capital Corp | 30,626 | $7.14M | 0.02% | −420−1.4% | Reduced |
| Eclectic Associates Inc | 30,629 | $7.14M | 2.82% | +460+1.5% | Added |
| Hilltop Partners LLC | 30,632 | $7.14M | 2.40% | −245−0.8% | Reduced |
| Jacobsen Capital Management | 30,640 | $7.14M | 3.00% | −75−0.2% | Reduced |
| Phoenix Wealth Advisors | 30,657 | $7.14M | 3.32% | −53,439−63.5% | Reduced |
| Needham Investment Management LLC | 30,750 | $7.16M | 0.55% | 00.0% | Unchanged |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 30,753 | $7.17M | 1.80% | −9,933−24.4% | Reduced |
| Seascape Capital Management | 30,766 | $7.17M | 2.56% | −907−2.9% | Reduced |
| Garrison Point Advisors, LLC | 30,790 | $7.17M | 4.44% | +149+0.5% | Added |
| FWL Investment Management, LLC | 30,852 | $7.19M | 2.75% | +11,835+62.2% | Added |
| PAX Financial Group, LLC | 30,892 | $7.20M | 1.29% | +11,203+56.9% | Added |
| Criterion Capital Advisors, LLC | 34,213 | $7.21M | 4.54% | 00.0% | Unchanged |
| PSI Advisors, LLC | 30,933 | $7.21M | 2.11% | −4,389−12.4% | Reduced |
| Eley Financial Management, Inc | 30,937 | $7.21M | 2.90% | −669−2.1% | Reduced |
| Monument Capital Management | 30,956 | $7.21M | 1.99% | −744−2.3% | Reduced |
| Long Run Wealth Advisors, LLC | 30,957 | $7.21M | 1.70% | −2,306−6.9% | Reduced |
| Alesco Advisors LLC | 31,029 | $7.23M | 0.22% | −478−1.5% | Reduced |
| Evolution Wealth Advisors, LLC | 31,091 | $7.23M | 1.30% | −18−0.1% | Reduced |
| Five Oceans Advisors | 31,080 | $7.24M | 3.47% | +1,719+5.9% | Added |
| Everpar Advisors LLC | 31,105 | $7.25M | 3.75% | −14,316−31.5% | Reduced |
| Maxwell Wealth Strategies Inc. | 32,444 | $7.25M | 3.08% | +717+2.3% | Added |
| Dempze Nancy E | 31,172 | $7.26M | 4.05% | +465+1.5% | Added |
| Beacon Financial Advisory LLC | 31,221 | $7.27M | 2.47% | −3,634−10.4% | Reduced |
| Kampmann Melissa S. | 31,228 | $7.28M | 5.14% | −50.0% | Reduced |
| Altshuler Shaham Ltd | 31,280 | $7.29M | 0.44% | +25,144+409.8% | Added |
| Granite Harbor Advisors, Inc. | 31,306 | $7.29M | 4.22% | +3,697+13.4% | Added |
| Ahl Investment Management, Inc. | 31,307 | $7.29M | 5.03% | −1,850−5.6% | Reduced |
| Schear Investment Advisers, LLC | 31,310 | $7.30M | 4.51% | +2,361+8.2% | Added |
| Barton Investment Management | 31,344 | $7.30M | 0.91% | 00.0% | Unchanged |
| Wynn Capital, LLC | 31,366 | $7.31M | 4.79% | +320+1.0% | Added |
| Vaughan David Investments LLC | 31,396 | $7.32M | 0.17% | −835−2.6% | Reduced |
| Burton Enright Welch | 31,401 | $7.32M | 1.57% | −60−0.2% | Reduced |
| Mattson Financial Services, LLC | 34,767 | $7.32M | 2.63% | −231−0.7% | Reduced |
| Legacy Financial Strategies, LLC | 31,438 | $7.32M | 1.62% | +1,825+6.2% | Added |
| Sather Financial Group Inc | 31,448 | $7.33M | 0.47% | −1,837−5.5% | Reduced |
| Archer Investment Corp | 31,460 | $7.33M | 1.97% | −453−1.4% | Reduced |
| ZRC Wealth Management, LLC | 31,541 | $7.35M | 3.15% | −232−0.7% | Reduced |
| Farrell Financial LLC | 32,383 | $7.35M | 5.19% | +160.0% | Added |
| Altus Wealth Group LLC | 31,547 | $7.35M | 3.14% | +805+2.6% | Added |
| Gerber, LLC | 31,575 | $7.36M | 5.41% | −239−0.8% | Reduced |
| Check Capital Management Inc | 31,582 | $7.36M | 0.52% | −1,808−5.4% | Reduced |
| Goldstein Advisors, LLC | 31,601 | $7.36M | 1.12% | +606+2.0% | Added |
| Beaton Management Co. Inc. | 31,620 | $7.37M | 3.73% | +28+0.1% | Added |
| Wolverine Trading, LLC | 32,354 | $7.37M | 0.19% | −1,107,810−97.2% | Reduced |
| Noesis Capital Mangement Corp | 31,632 | $7.37M | 1.46% | +1,625+5.4% | Added |
| Entropy Technologies, LP | 31,639 | $7.37M | 0.77% | −15,230−32.5% | Reduced |
| Petix & Botte Co | 31,653 | $7.38M | 1.96% | +229+0.7% | Added |
| Echo Wealth Management, LLC | 32,153 | $7.38M | 5.16% | +2,968+10.2% | Added |
| RiverPark Advisors, LLC | 31,685 | $7.38M | 6.03% | +2,368+8.1% | Added |
| River Street Advisors LLC | 31,690 | $7.38M | 4.01% | +150.0% | Added |
| Ergawealth Advisors, Inc. | 31,826 | $7.42M | 3.68% | −26−0.1% | Reduced |
| Prossimo Advisors, LLC | 31,838 | $7.42M | 5.42% | +31,838 | New |
| Next Level Private LLC | 31,859 | $7.42M | 3.04% | −16−0.1% | Reduced |
| Pinkerton Retirement Specialists, LLC | 31,864 | $7.42M | 1.08% | +1,891+6.3% | Added |
| Hillsdale Investment Management Inc. | 31,869 | $7.42M | 0.57% | +9,400+41.8% | Added |
| Symphony Financial Services, Inc. | 33,065 | $7.43M | 6.32% | +1,156+3.6% | Added |
| BEAM Asset Management, LLC | 31,884 | $7.43M | 2.25% | +272+0.9% | Added |
| Triangle Securities Wealth Management | 31,895 | $7.43M | 1.92% | −655−2.0% | Reduced |
| Keeler Thomas Management LLC | 31,897 | $7.43M | 2.35% | −292−0.9% | Reduced |
| Coppell Advisory Solutions LLC | 32,647 | $7.44M | 1.11% | −112,078−77.4% | Reduced |
| Anchor Capital Advisors LLC | 31,962 | $7.45M | 0.20% | +109+0.3% | Added |
| Smith Shellnut Wilson LLC | 31,997 | $7.46M | 3.37% | 00.0% | Unchanged |
| Financial Partners Group, LLC | 32,012 | $7.46M | 2.80% | +17+0.1% | Added |
| Madden Securities Corp | 32,033 | $7.46M | 3.22% | +546+1.7% | Added |
| Financial Strategies Group, Inc. | 32,316 | $7.47M | 1.75% | −11,152−25.7% | Reduced |
| Fortitude Advisory Group L.L.C. | 32,117 | $7.48M | 4.72% | −1,334−4.0% | Reduced |
| Gries Financial LLC | 32,145 | $7.49M | 1.40% | +5,343+19.9% | Added |
| Byrne Asset Management LLC | 32,148 | $7.49M | 5.11% | −1,006−3.0% | Reduced |
| Security National Bank of Sioux City Iowa | 32,165 | $7.49M | 4.58% | +517+1.6% | Added |