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 |
|---|---|---|---|---|---|
| Transcendent Capital Group LLC | 44,223 | $10.3M | 5.29% | −12,902−22.6% | Reduced |
| Dynasty Wealth Management, LLC | 44,254 | $10.3M | 0.31% | +10,704+31.9% | Added |
| Advisors Management Group Inc | 44,256 | $10.3M | 2.44% | −344−0.8% | Reduced |
| Drexel Morgan & Co. | 44,296 | $10.3M | 1.92% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 44,305 | $10.3M | 3.11% | +2,768+6.7% | Added |
| Advisor Resource Council | 44,410 | $10.3M | 4.70% | +3,839+9.5% | Added |
| Stansberry Asset Management, LLC | 44,452 | $10.4M | 1.29% | +305+0.7% | Added |
| Cross Staff Investments Inc | 44,460 | $10.4M | 8.00% | −88−0.2% | Reduced |
| ORG Partners LLC | 44,479 | $10.4M | 1.66% | −12,838−22.4% | Reduced |
| Sienna Gestion | 44,772 | $10.4M | 0.69% | +27,327+156.6% | Added |
| First County Bank | 44,677 | $10.4M | 5.14% | +720+1.6% | Added |
| Keynote Financial Services LLC | 44,678 | $10.4M | 7.95% | −130−0.3% | Reduced |
| Smallwood Wealth Investment Management, LLC | 44,690 | $10.4M | 7.43% | −221−0.5% | Reduced |
| Alan B. Lancz & Associates, Inc. | 44,724 | $10.4M | 9.56% | −1,134−2.5% | Reduced |
| Shorepath Capital Management LLC | 44,732 | $10.4M | 7.63% | −977−2.1% | Reduced |
| Delaney Dennis R | 44,758 | $10.4M | 5.38% | −1,367−3.0% | Reduced |
| Beacon Financial Group | 44,763 | $10.4M | 1.13% | −1,360−2.9% | Reduced |
| Reliant Investment Management, LLC | 44,787 | $10.4M | 4.91% | +359+0.8% | Added |
| Wealth Advisors of Tampa Bay, LLC | 44,835 | $10.4M | 4.36% | −4,327−8.8% | Reduced |
| Elevated Capital Advisors, LLC | 44,870 | $10.5M | 2.78% | +9,515+26.9% | Added |
| Banyan Capital Management, Inc. | 44,886 | $10.5M | 6.06% | −18,192−28.8% | Reduced |
| Opinicus Capital, Inc. | 44,901 | $10.5M | 8.36% | −724−1.6% | Reduced |
| Colonial River Wealth Management, LLC | 44,901 | $10.5M | 5.19% | −22,489−33.4% | Reduced |
| MUFG Securities EMEA plc | 45,000 | $10.5M | 0.43% | −305,000−87.1% | Reduced |
| KP Management LLC | 45,000 | $10.5M | 3.69% | −4,000−8.2% | Reduced |
| Painted Porch Advisors LLC | 45,016 | $10.5M | 5.31% | +405+0.9% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 45,103 | $10.5M | 2.90% | +1,739+4.0% | Added |
| Carlson Capital Management | 45,114 | $10.5M | 0.45% | +7,662+20.5% | Added |
| Agate Pass Investment Management, LLC | 45,120 | $10.5M | 5.25% | −898−2.0% | Reduced |
| Providence Wealth Advisors, LLC | 44,883 | $10.5M | 7.77% | −112−0.2% | Reduced |
| Leeward Financial Partners, LLC | 45,139 | $10.5M | 3.97% | +2,786+6.6% | Added |
| Clear Street Derivatives LLC | 45,199 | $10.5M | 0.18% | −39,252−46.5% | Reduced |
| Pacific Sun Financial Corp | 45,342 | $10.6M | 5.83% | −27−0.1% | Reduced |
| Cetera Trust Company, N.A | 45,360 | $10.6M | 6.46% | −1,245−2.7% | Reduced |
| Evexia Wealth LLC | 47,692 | $10.6M | 3.75% | −8,019−14.4% | Reduced |
| Spirit of America Management Corp | 45,382 | $10.6M | 2.11% | −1,000−2.2% | Reduced |
| BKM Wealth Management, LLC | 45,416 | $10.6M | 4.30% | +22,502+98.2% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 45,464 | $10.6M | 3.19% | −3,712−7.5% | Reduced |
| Norway Savings Bank | 45,581 | $10.6M | 5.76% | −1,560−3.3% | Reduced |
| Cohen Investment Advisors LLC | 45,601 | $10.6M | 6.49% | −973−2.1% | Reduced |
| Northwest Wealth Management, LLC | 45,694 | $10.6M | 2.48% | +657+1.5% | Added |
| Dantai Capital Ltd | 45,715 | $10.7M | 13.52% | +5,215+12.9% | Added |
| West Family Investments, Inc. | 45,722 | $10.7M | 3.63% | +6,546+16.7% | Added |
| Enterprise Financial Services Corp | 45,766 | $10.7M | 6.21% | −2,484−5.1% | Reduced |
| Sonata Capital Group Inc | 45,823 | $10.7M | 4.51% | +602+1.3% | Added |
| Invst, LLC | 45,966 | $10.7M | 1.30% | −8,002−14.8% | Reduced |
| Paloma Partners Management Co | 46,000 | $10.7M | 0.57% | +46,000 | New |
| LCM Capital Management Inc | 46,014 | $10.7M | 6.17% | −2,395−4.9% | Reduced |
| Cypress Capital, LLC | 46,063 | $10.7M | 2.77% | −1,138−2.4% | Reduced |
| Goodman Advisory Group, LLC | 46,096 | $10.7M | 3.07% | +881+1.9% | Added |
| Ellerson Group Inc | 46,148 | $10.8M | 8.44% | −1,231−2.6% | Reduced |
| Abacus Wealth Partners, LLC | 46,161 | $10.8M | 1.61% | +8,352+22.1% | Added |
| Sage Advisors, LLC | 46,181 | $10.8M | 8.48% | +1,778+4.0% | Added |
| American Trust Investment Advisors, LLC | 46,483 | $10.8M | 4.43% | −1,149−2.4% | Reduced |
| Advanced Asset Management Advisors Inc | 51,438 | $10.8M | 2.90% | 00.0% | Unchanged |
| Shepherd Kaplan Krochuk, LLC | 46,557 | $10.8M | 8.18% | −1,282−2.7% | Reduced |
| Cornerstone Capital, Inc. | 46,608 | $10.9M | 1.01% | −807−1.7% | Reduced |
| Chris Bulman Inc | 46,646 | $10.9M | 7.40% | −249−0.5% | Reduced |
| SeaTown Holdings Pte. Ltd. | 46,722 | $10.9M | 8.04% | +46,722 | New |
| Centerpoint Advisors, LLC | 46,727 | $10.9M | 3.79% | +941+2.1% | Added |
| Pecaut & Co. | 46,741 | $10.9M | 3.85% | −11,596−19.9% | Reduced |
| Game Plan Financial Advisors, LLC | 46,804 | $10.9M | 5.27% | −109−0.2% | Reduced |
| GSB Wealth Management, LLC | 46,806 | $10.9M | 2.79% | −142−0.3% | Reduced |
| Clear Creek Financial Management, LLC | 46,831 | $10.9M | 1.24% | −379−0.8% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 46,908 | $10.9M | 3.33% | −535−1.1% | Reduced |
| RPg Family Wealth Advisory, LLC | 46,924 | $10.9M | 3.53% | +734+1.6% | Added |
| Thomas Story & Son LLC | 46,926 | $10.9M | 4.46% | −1,595−3.3% | Reduced |
| Patron Partners Advisors, LLC | 46,930 | $10.9M | 6.04% | −1,277−2.6% | Reduced |
| BWM Planning, LLC | 46,934 | $10.9M | 4.85% | +46,934 | New |
| Investmark Advisory Group LLC | 47,024 | $11.0M | 5.32% | +200.0% | Added |
| Gunn & Co Investment Management, Inc. | 47,048 | $11.0M | 7.54% | −475,038−91.0% | Reduced |
| WestHill Financial Advisors, Inc. | 47,164 | $11.0M | 2.46% | +7,751+19.7% | Added |
| Milestone Asset Management, LLC | 47,165 | $11.0M | 2.47% | +10,950+30.2% | Added |
| Buck Wealth Strategies, LLC | 47,200 | $11.0M | 3.46% | −5,767−10.9% | Reduced |
| Stiles Financial Services Inc | 47,247 | $11.0M | 3.88% | −571−1.2% | Reduced |
| Cascades Capital Asset Management, LLC | 47,265 | $11.0M | 6.07% | +47,265 | New |
| Vista Investment Partners LLC | 47,320 | $11.0M | 3.53% | +125+0.3% | Added |
| Pettinga Financial Advisors, LLC | 47,325 | $11.0M | 2.61% | −297−0.6% | Reduced |
| Gilder Gagnon Howe & Co LLC | 47,325 | $11.0M | 0.13% | −8,490−15.2% | Reduced |
| Tudor Investment Corp Et Al | 47,382 | $11.0M | 0.12% | −438,378−90.2% | Reduced |
| West Wealth Group, LLC | 47,507 | $11.1M | 3.59% | −301−0.6% | Reduced |
| Barometer Capital Management Inc. | 47,608 | $11.1M | 3.20% | +47,016+7,941.9% | Added |
| Spinnaker Investment Group, LLC | 47,561 | $11.1M | 2.71% | +957+2.1% | Added |
| REAP Financial Group, LLC | 47,604 | $11.1M | 2.72% | +2,443+5.4% | Added |
| Osterweis Capital Management Inc | 47,621 | $11.1M | 0.56% | +13,872+41.1% | Added |
| Lynch & Associates | 47,632 | $11.1M | 2.35% | −228−0.5% | Reduced |
| Wisconsin Capital Management LLC | 47,651 | $11.1M | 5.83% | +1,800+3.9% | Added |
| Atticus Wealth Management, LLC | 47,667 | $11.1M | 3.57% | −175−0.4% | Reduced |
| Advocate Group LLC | 47,784 | $11.1M | 2.02% | −3,056−6.0% | Reduced |
| Gs Investments, Inc. | 47,896 | $11.2M | 4.97% | +25+0.1% | Added |
| Aprio Wealth Management, LLC | 47,993 | $11.2M | 1.79% | +13,245+38.1% | Added |
| Linden Thomas Advisory Services, LLC | 48,178 | $11.2M | 1.53% | +10,096+26.5% | Added |
| Caldwell Sutter Capital, Inc. | 48,230 | $11.2M | 5.24% | −3,156−6.1% | Reduced |
| Wealthquest Corp | 49,732 | $11.3M | 0.99% | +457+0.9% | Added |
| Heron Bay Capital Management | 48,312 | $11.3M | 2.37% | −3,197−6.2% | Reduced |
| Stokes Capital Advisors, LLC | 48,462 | $11.3M | 2.89% | −130−0.3% | Reduced |
| Prosperitas Financial LLC | 48,491 | $11.3M | 6.08% | +965+2.0% | Added |
| Canopy Partners, LLC | 48,659 | $11.3M | 4.88% | +1,008+2.1% | Added |
| Sandhill Capital Partners LLC | 48,679 | $11.3M | 0.81% | +2,629+5.7% | Added |
| MTM Investment Management, LLC | 50,070 | $11.4M | 4.42% | −2,465−4.7% | Reduced |