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 |
|---|---|---|---|---|---|
| Sensible Money, LLC | 32,217 | $7.51M | 3.28% | +15,474+92.4% | Added |
| JNBA Financial Advisors | 32,220 | $7.51M | 0.76% | −745−2.3% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 32,264 | $7.52M | 1.79% | +3,834+13.5% | Added |
| Aft, Forsyth & Sober, LLC | 32,300 | $7.53M | 2.48% | 00.0% | Unchanged |
| Clark Financial Services Group Inc | 32,332 | $7.53M | 6.85% | −2,081−6.0% | Reduced |
| BTG Pactual Asset Management US LLC | 32,378 | $7.54M | 1.10% | −2,604−7.4% | Reduced |
| Opus Investment Management Inc | 32,400 | $7.55M | 5.30% | 00.0% | Unchanged |
| Essex LLC | 32,508 | $7.57M | 1.55% | −67−0.2% | Reduced |
| Horizon Investment Services, LLC | 32,548 | $7.58M | 3.24% | +27+0.1% | Added |
| Lantz Financial LLC | 32,582 | $7.59M | 2.06% | +2,831+9.5% | Added |
| Deltec Asset Management LLC | 32,613 | $7.60M | 1.50% | +6,093+23.0% | Added |
| WD Rutherford LLC | 32,635 | $7.60M | 3.71% | −409−1.2% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 36,209 | $7.63M | 4.00% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 32,733 | $7.63M | 0.23% | −21−0.1% | Reduced |
| Pacific Sage Partners, LLC | 32,745 | $7.63M | 1.82% | −115−0.3% | Reduced |
| McMahon Financial Advisors, LLC | 32,796 | $7.64M | 1.67% | −18,067−35.5% | Reduced |
| Partners Capital Investment Group, LLP | 32,800 | $7.64M | 0.12% | +18,313+126.4% | Added |
| Total Investment Management Inc | 32,809 | $7.64M | 0.86% | +1,984+6.4% | Added |
| CMG Global Holdings, LLC | 32,811 | $7.64M | 4.32% | +926+2.9% | Added |
| Tilia Fiduciary Partners, Inc. | 32,816 | $7.65M | 5.30% | +1,656+5.3% | Added |
| Retirement Solution Inc. | 32,845 | $7.65M | 1.86% | +20,467+165.3% | Added |
| Peoples Bank | 32,924 | $7.67M | 3.92% | +161+0.5% | Added |
| Ruggaard & Associates LLC | 32,970 | $7.68M | 3.34% | −6,107−15.6% | Reduced |
| LifeSteps Financial, Inc. | 32,979 | $7.68M | 6.01% | +120.0% | Added |
| Integrity Financial Corp | 32,980 | $7.68M | 4.51% | +5,225+18.8% | Added |
| Monetta Financial Services Inc | 33,000 | $7.69M | 6.55% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 33,009 | $7.69M | 2.67% | +286+0.9% | Added |
| ELCO Management Co., LLC | 33,104 | $7.71M | 4.16% | −227−0.7% | Reduced |
| 1858 Wealth Management, LLC | 33,116 | $7.72M | 6.35% | +1,846+5.9% | Added |
| Front Street Capital Management, Inc. | 33,237 | $7.74M | 1.25% | −160−0.5% | Reduced |
| Howard Wealth Management, LLC | 33,259 | $7.75M | 4.51% | −179−0.5% | Reduced |
| Sachetta, LLC | 33,268 | $7.75M | 3.07% | +252+0.8% | Added |
| Norris Financial Group, LLC | 33,269 | $7.75M | 3.82% | −307−0.9% | Reduced |
| Altman Advisors, Inc. | 33,280 | $7.75M | 3.45% | −344−1.0% | Reduced |
| Gateway Wealth Partners, LLC | 33,293 | $7.76M | 2.14% | −2,260−6.4% | Reduced |
| Lodestone Wealth Management LLC | 33,296 | $7.76M | 3.92% | −969−2.8% | Reduced |
| Duncan Williams Asset Management, LLC | 33,363 | $7.77M | 4.28% | +21,755+187.4% | Added |
| Lakeshore Financial Planning, Inc. | 33,386 | $7.78M | 3.43% | +147+0.4% | Added |
| LCNB Corp | 33,411 | $7.78M | 2.76% | −458−1.4% | Reduced |
| Pinnacle Bancorp, Inc. | 33,530 | $7.81M | 2.09% | +333+1.0% | Added |
| Riverbridge Partners LLC | 33,532 | $7.81M | 0.10% | −606−1.8% | Reduced |
| Nvest Financial, LLC | 33,548 | $7.82M | 4.46% | −317−0.9% | Reduced |
| Wolf Group Capital Advisors | 40,313 | $7.82M | 3.73% | −3,972−9.0% | Reduced |
| Barry Investment Advisors, LLC | 33,581 | $7.82M | 2.39% | −1,651−4.7% | Reduced |
| Mason & Associates Inc | 33,644 | $7.84M | 1.96% | +88+0.3% | Added |
| Samalin Investment Counsel, LLC | 33,652 | $7.84M | 3.41% | −320−0.9% | Reduced |
| Cutter & CO Brokerage, Inc. | 33,669 | $7.84M | 1.77% | −2,135−6.0% | Reduced |
| Register Financial Advisors LLC | 33,684 | $7.85M | 4.03% | −547−1.6% | Reduced |
| Retirement Planning Co of New England, Inc. | 33,705 | $7.85M | 3.91% | −921−2.7% | Reduced |
| Meridian Management Co | 33,724 | $7.86M | 2.00% | +67+0.2% | Added |
| IMA Wealth, Inc. | 33,728 | $7.86M | 1.71% | −5,533−14.1% | Reduced |
| Corrigan Financial, Inc. | 33,828 | $7.88M | 1.81% | −538−1.6% | Reduced |
| American Financial Advisors, LLC | 33,842 | $7.89M | 1.08% | −2,387−6.6% | Reduced |
| Tarbox Family Office, Inc. | 33,857 | $7.89M | 1.29% | +2,457+7.8% | Added |
| Diversified Portfolios, Inc. | 33,859 | $7.89M | 0.89% | +8,893+35.6% | Added |
| Ayrshire Capital Management LLC | 33,899 | $7.90M | 3.76% | +485+1.5% | Added |
| Northstar Advisory Group, LLC | 33,900 | $7.90M | 4.10% | −6,702−16.5% | Reduced |
| Tempus Wealth Planning, LLC | 33,951 | $7.91M | 2.90% | +21+0.1% | Added |
| Davies Financial Advisors, Inc. | 33,953 | $7.91M | 6.90% | −164−0.5% | Reduced |
| Investment Partners, Ltd. | 33,991 | $7.92M | 3.30% | +30+0.1% | Added |
| BOS Asset Management, LLC | 34,019 | $7.93M | 2.92% | −504−1.5% | Reduced |
| Choice Wealth Advisors, LLC | 34,050 | $7.93M | 3.96% | −2,491−6.8% | Reduced |
| Coastwise Capital Group, LLC | 34,053 | $7.93M | 6.53% | +2,010+6.3% | Added |
| Montz Harcus Wealth Management LLC | 34,069 | $7.94M | 4.64% | −593−1.7% | Reduced |
| Meridian Financial Partners LLC | 34,088 | $7.94M | 4.02% | +34,088 | New |
| Nova R Wealth, Inc. | 34,104 | $7.95M | 3.91% | +595+1.8% | Added |
| Summit Place Financial Advisors, LLC | 34,116 | $7.95M | 4.43% | −1,225−3.5% | Reduced |
| Denver Wealth Management, Inc. | 34,117 | $7.95M | 3.68% | −1,001−2.9% | Reduced |
| WFA Asset Management Corp | 34,161 | $7.96M | 4.32% | −547−1.6% | Reduced |
| NavPoint Financial, Inc. | 34,233 | $7.98M | 6.43% | +80.0% | Added |
| LWM Advisory Services, LLC | 34,235 | $7.98M | 5.91% | +7,639+28.7% | Added |
| Etesian Wealth Advisors, Inc. | 34,243 | $7.98M | 3.61% | +796+2.4% | Added |
| Ellsworth Advisors, LLC | 34,252 | $7.98M | 2.07% | +574+1.7% | Added |
| Andrew Hill Investment Advisors, Inc. | 34,254 | $7.98M | 5.98% | +984+3.0% | Added |
| Fruth Investment Management | 34,262 | $7.98M | 2.07% | −262−0.8% | Reduced |
| Allred Capital Management, LLC | 34,285 | $7.99M | 3.14% | −1,125−3.2% | Reduced |
| Shum Financial Group, Inc. | 35,783 | $8.00M | 6.67% | +35,783 | New |
| Long Road Investment Counsel, LLC | 34,351 | $8.00M | 3.19% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 34,374 | $8.01M | 1.17% | +1,876+5.8% | Added |
| Wealth Quarterback LLC | 34,398 | $8.01M | 4.17% | +1,965+6.1% | Added |
| Kennebec Savings Bank | 34,447 | $8.03M | 7.94% | +34,447 | New |
| Youngs Advisory Group, Inc. | 34,453 | $8.03M | 3.33% | −1,199−3.4% | Reduced |
| Gitterman Wealth Management, LLC | 34,469 | $8.03M | 3.35% | −735−2.1% | Reduced |
| Correct Capital Wealth Management | 34,487 | $8.04M | 1.78% | −180−0.5% | Reduced |
| Icapital Wealth LLC | 34,555 | $8.05M | 4.40% | +7,434+27.4% | Added |
| Shoker Investment Counsel, Inc. | 34,572 | $8.06M | 2.71% | −1,396−3.9% | Reduced |
| Redwood Investment Management, LLC | 34,748 | $8.06M | 0.72% | −69,616−66.7% | Reduced |
| Arnhold LLC | 34,617 | $8.07M | 0.78% | −450−1.3% | Reduced |
| Palo Alto Wealth Advisors, LLC | 34,136 | $8.07M | 3.34% | +14,337+72.4% | Added |
| Abound Wealth Management | 34,655 | $8.07M | 2.68% | +749+2.2% | Added |
| Cora Capital Advisors LLC | 34,678 | $8.08M | 3.98% | −293−0.8% | Reduced |
| StrongBox Wealth, LLC | 34,709 | $8.09M | 3.47% | −1,512−4.2% | Reduced |
| Sutton Place Investors LLC | 34,710 | $8.09M | 4.94% | +763+2.2% | Added |
| Aurora Private Wealth, Inc. | 34,771 | $8.10M | 6.36% | −650−1.8% | Reduced |
| Bridge Advisory, LLC | 34,797 | $8.11M | 3.86% | +384+1.1% | Added |
| Wellington Wealth Strategies, LLC. | 35,891 | $8.11M | 6.15% | +35,891 | New |
| Legacy Financial Group, Inc. | 35,912 | $8.11M | 2.76% | +1,400+4.1% | Added |
| Teza Capital Management LLC | 34,820 | $8.11M | 0.89% | +373+1.1% | Added |
| Capital Group Investment Management Pte. Ltd. | 34,824 | $8.11M | 1.63% | +198+0.6% | Added |
| Chase Investment Counsel Corp | 34,856 | $8.12M | 2.70% | +965+2.8% | Added |