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 |
|---|---|---|---|---|---|
| Paradiem, LLC | 34,976 | $8.15M | 1.92% | 00.0% | Unchanged |
| ODonnell Financial Services, LLC | 35,003 | $8.16M | 3.31% | +1,359+4.0% | Added |
| Gratus Wealth Advisors, LLC | 36,829 | $8.16M | 1.33% | +2,767+8.1% | Added |
| Ulland Investment Advisors, LLC | 35,055 | $8.17M | 5.98% | −332−0.9% | Reduced |
| Clarus Wealth Advisors | 36,873 | $8.17M | 4.16% | −741−2.0% | Reduced |
| Ashton Thomas Securities, LLC | 35,109 | $8.18M | 1.59% | +7,196+25.8% | Added |
| OneAscent Financial Services LLC | 35,190 | $8.20M | 5.90% | −3,916−10.0% | Reduced |
| Brio Consultants, LLC | 35,200 | $8.20M | 1.30% | +873+2.5% | Added |
| First Personal Financial Services | 35,226 | $8.21M | 1.74% | −727−2.0% | Reduced |
| Trueblood Wealth Management, LLC | 35,235 | $8.21M | 4.12% | −231−0.7% | Reduced |
| Ellenbecker Investment Group | 35,291 | $8.22M | 1.55% | −1,525−4.1% | Reduced |
| Fingerlakes Wealth Management, Inc. | 35,313 | $8.23M | 6.84% | −470−1.3% | Reduced |
| Parkwood LLC | 35,330 | $8.23M | 1.00% | +35,330 | New |
| Strategic Advocates LLC | 35,351 | $8.24M | 2.95% | +3,659+11.5% | Added |
| Hudock, Inc. | 35,382 | $8.24M | 1.42% | +1,025+3.0% | Added |
| Hourglass Capital, LLC | 35,387 | $8.25M | 2.30% | −546−1.5% | Reduced |
| Yarger Wealth Strategies, LLC | 35,404 | $8.25M | 4.56% | −986−2.7% | Reduced |
| My Legacy Advisors, LLC | 35,410 | $8.25M | 3.26% | −7,659−17.8% | Reduced |
| PPS&V Asset Management Consultants, Inc. | 35,415 | $8.25M | 5.66% | −34−0.1% | Reduced |
| Pacific Center for Financial Services | 35,498 | $8.27M | 2.18% | −565−1.6% | Reduced |
| Fortis Capital Management LLC | 35,500 | $8.27M | 1.67% | +764+2.2% | Added |
| Colorado Capital Management, Inc. | 35,583 | $8.29M | 4.09% | −23−0.1% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 35,639 | $8.30M | 3.19% | −6,400−15.2% | Reduced |
| Meridian Wealth Partners, LLC | 35,731 | $8.33M | 1.29% | −3,504−8.9% | Reduced |
| Asset Advisors Investment Management, LLC | 35,748 | $8.33M | 0.87% | −443−1.2% | Reduced |
| Kinsale Capital Group, Inc. | 35,774 | $8.34M | 2.46% | +4,705+15.1% | Added |
| Leelyn Smith, LLC | 35,798 | $8.34M | 1.51% | +1,306+3.8% | Added |
| Planning Center, Inc. | 35,809 | $8.34M | 1.03% | +66+0.2% | Added |
| GFG Capital, LLC | 113,887 | $8.35M | 3.38% | +231+0.2% | Added |
| Seven Mile Advisory | 35,900 | $8.36M | 5.53% | +5,932+19.8% | Added |
| WR Wealth Planners, LLC | 35,920 | $8.37M | 2.33% | −308−0.9% | Reduced |
| Capital Management Associates, Inc | 35,940 | $8.37M | 3.42% | +820+2.3% | Added |
| Constitution Capital LLC | 35,944 | $8.37M | 4.47% | −3,807−9.6% | Reduced |
| Oxinas Partners Wealth Management LLC | 35,996 | $8.39M | 5.14% | −190−0.5% | Reduced |
| Marion Wealth Management | 36,002 | $8.39M | 2.24% | +820+2.3% | Added |
| Chaney Capital Management, Inc. | 36,022 | $8.39M | 4.71% | −421−1.2% | Reduced |
| Cary Street Partners Asset Management LLC | 36,184 | $8.43M | 1.11% | −1,232−3.3% | Reduced |
| Trilogy Capital Inc. | 36,190 | $8.43M | 0.43% | −227−0.6% | Reduced |
| Forge First Asset Management Inc. | 36,200 | $8.43M | 4.62% | −21,500−37.3% | Reduced |
| Ceera Investments, LLC | 36,246 | $8.45M | 3.18% | −1,005−2.7% | Reduced |
| tru Independence LLC | 36,281 | $8.45M | 2.47% | +1,007+2.9% | Added |
| Seelaus Asset Management LLC | 36,291 | $8.46M | 7.74% | +8,045+28.5% | Added |
| Granite Bay Wealth Management, LLC | 36,293 | $8.46M | 4.74% | +36,293 | New |
| Wellspring Financial Advisors, LLC | 61,735 | $8.46M | 1.01% | +4,538+7.9% | Added |
| Omnia Family Wealth, LLC | 36,307 | $8.46M | 3.63% | +1,611+4.6% | Added |
| Weaver Consulting Group | 36,326 | $8.46M | 2.69% | +906+2.6% | Added |
| Alcosta Capital Management, Inc. | 36,347 | $8.47M | 5.06% | +246+0.7% | Added |
| New England Research & Management, Inc. | 36,348 | $8.47M | 3.98% | +95+0.3% | Added |
| O'Brien Wealth Partners LLC | 36,391 | $8.48M | 1.66% | −63−0.2% | Reduced |
| Eagle Strategies LLC | 36,546 | $8.52M | 1.54% | −1,085−2.9% | Reduced |
| Great Waters Wealth Management | 36,589 | $8.53M | 1.15% | −2,197−5.7% | Reduced |
| New Century Financial Group, LLC | 36,616 | $8.53M | 3.13% | +1,439+4.1% | Added |
| Heritage Financial Services, LLC | 36,619 | $8.53M | 1.13% | +3,036+9.0% | Added |
| Veracity Capital LLC | 36,629 | $8.53M | 3.26% | +392+1.1% | Added |
| NCM Capital Management, LLC | 36,633 | $8.54M | 4.10% | −307−0.8% | Reduced |
| McBroom & Associates, LLC | 36,637 | $8.54M | 5.22% | +396+1.1% | Added |
| Arista Wealth Management, LLC | 36,650 | $8.54M | 2.05% | +655+1.8% | Added |
| Rip Road Capital Partners LP | 36,700 | $8.55M | 7.63% | +1,400+4.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 36,704 | $8.55M | 2.41% | −2,353−6.0% | Reduced |
| Aua Capital Management, LLC | 36,713 | $8.55M | 4.95% | −269−0.7% | Reduced |
| Promethos Capital, LLC | 36,750 | $8.56M | 3.05% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 36,757 | $8.56M | 7.02% | −55−0.1% | Reduced |
| Pettee Investors, Inc. | 36,767 | $8.57M | 4.17% | −60.0% | Reduced |
| O'Neil Global Advisors, Inc. | 36,840 | $8.58M | 2.19% | +25,090+213.5% | Added |
| Cape Ann Savings Bank | 36,855 | $8.59M | 4.98% | −861−2.3% | Reduced |
| Lokken Investment Group LLC | 36,860 | $8.59M | 3.58% | −21−0.1% | Reduced |
| Clayton Financial Group LLC | 36,862 | $8.59M | 3.22% | +4,168+12.7% | Added |
| Indie Asset Partners, LLC | 36,880 | $8.59M | 6.44% | −649−1.7% | Reduced |
| Sterling Group Wealth Management, LLC | 36,938 | $8.61M | 4.56% | +83+0.2% | Added |
| Orser Capital Management, LLC | 36,949 | $8.61M | 6.69% | −265−0.7% | Reduced |
| Legacy Edge Advisors, LLC | 36,975 | $8.62M | 1.38% | +3,481+10.4% | Added |
| Wilson & Boucher Capital Management, LLC | 36,991 | $8.62M | 5.94% | −70−0.2% | Reduced |
| State of Wyoming | 37,007 | $8.62M | 1.23% | +21,650+141.0% | Added |
| Boltwood Capital Management | 37,027 | $8.63M | 2.56% | +1,381+3.9% | Added |
| SC&H Financial Advisors, Inc. | 37,039 | $8.63M | 1.89% | −252−0.7% | Reduced |
| J. Goldman & Co LP | 37,068 | $8.64M | 0.38% | −35,682−49.0% | Reduced |
| Pasadena Private Wealth, LLC | 37,079 | $8.64M | 1.84% | −341−0.9% | Reduced |
| Summit Financial Wealth Advisors, LLC | 37,086 | $8.64M | 1.62% | −1,259−3.3% | Reduced |
| Vista Capital Partners, Inc. | 37,138 | $8.65M | 1.00% | +262+0.7% | Added |
| Benchmark Financial Wealth Advisors, LLC | 37,189 | $8.66M | 2.89% | +1,902+5.4% | Added |
| Cowa, LLC | 37,259 | $8.68M | 4.13% | +961+2.6% | Added |
| Studio Investment Management LLC | 37,351 | $8.70M | 1.83% | −55−0.1% | Reduced |
| Acima Private Wealth, LLC | 37,403 | $8.71M | 2.92% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 50,697 | $8.72M | 1.71% | +5,014+11.0% | Added |
| Vigilare Wealth Management | 37,440 | $8.72M | 3.53% | −551−1.5% | Reduced |
| Beacon Investment Advisors LLC | 37,502 | $8.74M | 4.13% | +53+0.1% | Added |
| New Potomac Partners, LLC | 37,588 | $8.76M | 4.50% | −405−1.1% | Reduced |
| Safeguard Investment Advisory Group, LLC | 37,609 | $8.76M | 2.50% | −2,623−6.5% | Reduced |
| Verity Asset Management, Inc. | 38,046 | $8.77M | 3.30% | −406−1.1% | Reduced |
| Ritter Daniher Financial Advisory LLC | 37,637 | $8.77M | 2.55% | −609−1.6% | Reduced |
| Dash Acquisitions Inc. | 37,897 | $8.77M | 2.13% | +637+1.7% | Added |
| Greenline Partners, LLC | 37,651 | $8.77M | 1.26% | −2,677−6.6% | Reduced |
| Inspire Trust Co, N.A. | 37,654 | $8.77M | 2.42% | +2,126+6.0% | Added |
| Transamerica Financial Advisors, Inc. | 37,667 | $8.78M | 0.86% | +37,667 | New |
| US Asset Management LLC | 39,061 | $8.79M | 7.77% | −1,770−4.3% | Reduced |
| Boxwood Ventures, Inc. | 37,745 | $8.79M | 13.61% | 00.0% | Unchanged |
| LMR Partners LLP | 37,764 | $8.80M | 0.19% | −118,170−75.8% | Reduced |
| Convergence Investment Partners, LLC | 37,770 | $8.80M | 2.37% | +8,436+28.8% | Added |
| Headinvest, LLC | 37,805 | $8.81M | 1.63% | −621−1.6% | Reduced |
| Gilbert & Cook, Inc. | 37,871 | $8.82M | 1.21% | +259+0.7% | Added |