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 11 sales; 6,152 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 | 6,152 | $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 |
|---|---|---|---|---|---|
| Sky Investment Group LLC | 37,922 | $8.84M | 1.59% | −1,052−2.7% | Reduced |
| Strategic Financial Concepts, LLC | 37,931 | $8.84M | 2.81% | −7,574,330−99.5% | Reduced |
| Cheviot Value Management, LLC | 37,942 | $8.84M | 1.67% | −3,374−8.2% | Reduced |
| Greenspring Advisors, LLC | 38,043 | $8.86M | 1.93% | +2,431+6.8% | Added |
| Patrick M Sweeney & Associates, Inc | 38,079 | $8.87M | 6.52% | +20.0% | Added |
| Per Stirling Capital Management, LLC. | 38,108 | $8.88M | 1.23% | −6,894−15.3% | Reduced |
| Midwest Financial Group LLC | 38,117 | $8.88M | 5.22% | −416−1.1% | Reduced |
| Alta Wealth Advisors LLC | 38,139 | $8.89M | 4.06% | +2,269+6.3% | Added |
| Sweet Financial Partners, LLC | 38,146 | $8.89M | 1.92% | −1,396−3.5% | Reduced |
| Signal Advisors Wealth, LLC | 38,197 | $8.90M | 1.27% | +24,748+184.0% | Added |
| Pacific Capital Wealth Advisors, Inc | 38,219 | $8.91M | 1.50% | +252+0.7% | Added |
| Peregrine Asset Advisers, Inc. | 38,220 | $8.91M | 3.07% | +2,016+5.6% | Added |
| Family Firm, Inc. | 38,260 | $8.91M | 1.95% | +893+2.4% | Added |
| W Advisors, LLC | 38,336 | $8.93M | 5.50% | +185+0.5% | Added |
| Harfst & Associates, Inc. | 38,569 | $8.99M | 2.02% | +756+2.0% | Added |
| KKM Financial LLC | 38,595 | $8.99M | 4.45% | −3,260−7.8% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 38,606 | $9.00M | 5.69% | −1,525−3.8% | Reduced |
| Pacitti Group Inc. | 38,660 | $9.01M | 4.25% | −161−0.4% | Reduced |
| Signet Investment Advisory Group, Inc. | 38,701 | $9.02M | 4.51% | −89−0.2% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 38,773 | $9.03M | 0.46% | −314−0.8% | Reduced |
| Convergence Financial, LLC | 38,778 | $9.04M | 1.92% | −7,270−15.8% | Reduced |
| Lavaca Capital LLC | 38,810 | $9.04M | 4.33% | −4,603−10.6% | Reduced |
| Lynch Asset Management, Inc. | 38,825 | $9.05M | 3.80% | −125−0.3% | Reduced |
| Kades & Cheifetz LLC | 38,828 | $9.05M | 5.18% | −290−0.7% | Reduced |
| Wayfinding Financial, LLC | 38,857 | $9.05M | 6.73% | −394−1.0% | Reduced |
| Hohimer Wealth Management, LLC | 38,881 | $9.06M | 1.95% | −245−0.6% | Reduced |
| Paragon Private Wealth Management, LLC | 38,909 | $9.07M | 4.49% | +4,451+12.9% | Added |
| Virtue Capital Management, LLC | 38,914 | $9.07M | 1.82% | −15,533−28.5% | Reduced |
| Morse Asset Management, Inc | 38,943 | $9.07M | 1.96% | +1,795+4.8% | Added |
| Creekside Partners | 38,950 | $9.08M | 4.69% | −124−0.3% | Reduced |
| Patriot Investment Management Inc. | 38,957 | $9.08M | 0.67% | −901−2.3% | Reduced |
| Bull Street Advisors, LLC | 38,979 | $9.08M | 4.22% | −845−2.1% | Reduced |
| BHK Investment Advisors, LLC | 39,005 | $9.09M | 3.39% | −1,583−3.9% | Reduced |
| C2C Wealth Management, LLC | 40,325 | $9.11M | 8.48% | −199−0.5% | Reduced |
| Worth Financial Advisory Group, LLC | 39,214 | $9.14M | 5.37% | +13,085+50.1% | Added |
| Lantern Wealth Advisors, LLC | 39,226 | $9.14M | 6.33% | −26−0.1% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 39,241 | $9.14M | 3.53% | +9,444+31.7% | Added |
| Laidlaw Wealth Management LLC | 39,247 | $9.14M | 4.52% | +9,598+32.4% | Added |
| OV Management LLC | 39,272 | $9.15M | 6.08% | +446+1.1% | Added |
| Pinnacle West Asset Management, Inc. | 39,340 | $9.17M | 6.57% | −570−1.4% | Reduced |
| Ayalon Holdings Ltd. | 39,422 | $9.19M | 2.86% | −81−0.2% | Reduced |
| Chapman Investment Management, LLC | 39,439 | $9.19M | 6.71% | −630−1.6% | Reduced |
| Integral Investment Advisors, Inc. | 39,459 | $9.19M | 3.08% | −366−0.9% | Reduced |
| Quattro Financial Advisors LLC | 39,891 | $9.20M | 2.69% | +9,962+33.3% | Added |
| Processus Wealth & Capital Management, LLC | 39,509 | $9.21M | 7.59% | −2,118−5.1% | Reduced |
| Novak & Powell Financial Services, Inc. | 39,516 | $9.21M | 5.34% | −1,701−4.1% | Reduced |
| Founders Capital Management | 39,547 | $9.21M | 5.61% | −4,292−9.8% | Reduced |
| Commons Capital, LLC | 39,558 | $9.22M | 10.17% | −953−2.4% | Reduced |
| Vance Wealth, Inc. | 39,590 | $9.22M | 3.49% | −212−0.5% | Reduced |
| Bank Hapoalim BM | 39,622 | $9.23M | 1.40% | −1,265−3.1% | Reduced |
| Mainstream Capital Management LLC | 39,625 | $9.23M | 7.85% | +39,625 | New |
| Resurgent Financial Advisors LLC | 39,627 | $9.23M | 5.40% | −30.0% | Reduced |
| Old Port Advisors | 39,635 | $9.24M | 2.57% | −840−2.1% | Reduced |
| Peak Financial Management, Inc. | 39,660 | $9.24M | 2.71% | −4,585−10.4% | Reduced |
| Bruce & Co., Inc. | 39,700 | $9.25M | 2.69% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 39,704 | $9.25M | 1.15% | +477+1.2% | Added |
| SGL Investment Advisors, Inc. | 40,616 | $9.27M | 4.76% | +40,616 | New |
| William Allan, LLC | 39,821 | $9.28M | 5.76% | −3,723−8.5% | Reduced |
| Onefund, LLC | 39,844 | $9.28M | 9.43% | +1,820+4.8% | Added |
| Hixon Zuercher, LLC | 39,866 | $9.29M | 3.64% | −3,962−9.0% | Reduced |
| First United Bank Trust | 39,870 | $9.29M | 3.34% | −2,530−6.0% | Reduced |
| NewSquare Capital LLC | 39,891 | $9.29M | 0.74% | +2,736+7.4% | Added |
| FSM Wealth Advisors, LLC | 39,955 | $9.31M | 2.47% | +1,509+3.9% | Added |
| Piscataqua Savings Bank | 39,972 | $9.31M | 7.91% | −547−1.3% | Reduced |
| NFP Retirement, Inc. | 40,008 | $9.32M | 0.75% | −1,468−3.5% | Reduced |
| Orca Investment Management, LLC | 40,046 | $9.33M | 8.42% | +2,116+5.6% | Added |
| Cambridge Advisors Inc. | 40,110 | $9.35M | 2.04% | +433+1.1% | Added |
| Rodgers Brothers Inc. | 40,142 | $9.35M | 1.19% | −289−0.7% | Reduced |
| Legato Capital Management LLC | 40,154 | $9.36M | 1.16% | 00.0% | Unchanged |
| Integris Wealth Management, LLC | 40,183 | $9.36M | 2.62% | +570+1.4% | Added |
| Johnson Bixby & Associates, LLC | 40,185 | $9.36M | 1.43% | −1,211−2.9% | Reduced |
| Madison Wealth Partners, Inc | 40,194 | $9.37M | 2.77% | +5,142+14.7% | Added |
| First Command Advisory Services, Inc. | 40,257 | $9.38M | 0.09% | −255−0.6% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 42,312 | $9.39M | 3.58% | +63+0.1% | Added |
| WT Wealth Management | 39,974 | $9.39M | 3.00% | −4,104−9.3% | Reduced |
| Altrafin AG | 40,350 | $9.40M | 3.39% | 00.0% | Unchanged |
| Beck Capital Management, LLC | 40,415 | $9.42M | 2.52% | +18,462+84.1% | Added |
| Oarsman Capital, Inc. | 40,420 | $9.42M | 1.74% | +1,605+4.1% | Added |
| Truvestments Capital LLC | 40,421 | $9.42M | 2.53% | +10,323+34.3% | Added |
| Asset Management Advisors, LLC | 40,450 | $9.42M | 6.58% | −5,286−11.6% | Reduced |
| Cromwell Holdings LLC | 40,528 | $9.44M | 6.07% | +1,782+4.6% | Added |
| Impact Partnership Wealth, LLC | 40,560 | $9.45M | 2.13% | −1,024−2.5% | Reduced |
| D'Orazio & Associates, Inc. | 40,615 | $9.46M | 1.35% | +2,817+7.5% | Added |
| Aft, Forsyth & Company, Inc. | 40,628 | $9.47M | 4.67% | −48−0.1% | Reduced |
| Bernardo Wealth Planning LLC | 40,825 | $9.48M | 2.30% | +1,137+2.9% | Added |
| RDA Financial Network | 40,788 | $9.50M | 2.95% | +20.0% | Added |
| Waddell & Associates, LLC | 40,806 | $9.51M | 1.16% | +35+0.1% | Added |
| Hilltop National Bank | 40,806 | $9.51M | 2.89% | −484−1.2% | Reduced |
| Martin & Co Inc | 40,855 | $9.52M | 2.24% | −165−0.4% | Reduced |
| Portland Global Advisors LLC | 40,867 | $9.52M | 1.20% | −200.0% | Reduced |
| Berry Wealth Group, LP | 40,903 | $9.53M | 6.83% | +597+1.5% | Added |
| FPC Investment Advisory, Inc. | 42,994 | $9.53M | 8.09% | +800+1.9% | Added |
| Blackhawk Capital Partners LLC. | 40,970 | $9.55M | 5.10% | −686−1.6% | Reduced |
| Sivia Capital Partners, LLC | 40,998 | $9.55M | 5.64% | +1,582+4.0% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 41,043 | $9.56M | 16.77% | −4,484−9.8% | Reduced |
| Objective Capital Management, LLC | 41,111 | $9.58M | 5.63% | +41,111 | New |
| Cresta Advisors, Ltd. | 41,129 | $9.58M | 5.01% | −1,454−3.4% | Reduced |
| Silvia McColl Wealth Management, LLC | 41,139 | $9.59M | 7.17% | −8,329−16.8% | Reduced |
| Cadent Capital Advisors, LLC | 41,147 | $9.59M | 3.26% | −1,038−2.5% | Reduced |
| Aurora Investment Managers, LLC. | 41,182 | $9.60M | 6.15% | −713−1.7% | Reduced |