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 |
|---|---|---|---|---|---|
| Carl P. Sherr & Co., LLC | 48,815 | $11.4M | 5.99% | −1,000−2.0% | Reduced |
| Laraway Financial Inc | 48,815 | $11.4M | 9.07% | −526−1.1% | Reduced |
| Searcy Financial Services Inc | 48,834 | $11.4M | 5.34% | −602−1.2% | Reduced |
| Garrett Wealth Advisory Group, LLC | 48,850 | $11.4M | 2.81% | +9,875+25.3% | Added |
| Stony Point Capital LLC | 48,856 | $11.4M | 2.72% | +1,312+2.8% | Added |
| Thrive Wealth Management, LLC | 48,880 | $11.4M | 2.09% | −661−1.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 48,944 | $11.4M | 3.47% | −2,440−4.7% | Reduced |
| Palogic Value Management, L.P. | 49,036 | $11.4M | 4.56% | −1,164−2.3% | Reduced |
| Slagle Financial, LLC | 49,073 | $11.4M | 5.07% | +2,859+6.2% | Added |
| Highview Capital Management LLC | 49,109 | $11.4M | 4.65% | +1,498+3.1% | Added |
| Yoder Wealth Management, Inc. | 49,220 | $11.5M | 6.89% | −4,735−8.8% | Reduced |
| Cim Investment Mangement Inc | 49,322 | $11.5M | 3.40% | −2,037−4.0% | Reduced |
| Kowal Investment Group, LLC | 49,326 | $11.5M | 2.11% | +1,862+3.9% | Added |
| Waterfront Wealth Inc. | 49,246 | $11.5M | 2.82% | +1,214+2.5% | Added |
| Nia Impact Advisors, LLC | 49,358 | $11.5M | 3.82% | −750−1.5% | Reduced |
| Chesapeake Wealth Management | 49,403 | $11.5M | 3.93% | −695−1.4% | Reduced |
| Lebenthal Global Advisors, LLC | 49,489 | $11.5M | 2.34% | +213+0.4% | Added |
| Purus Wealth Management, LLC | 49,548 | $11.5M | 4.89% | −914−1.8% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 49,602 | $11.6M | 4.34% | −117−0.2% | Reduced |
| Cottage Street Advisors LLC | 49,678 | $11.6M | 6.30% | −465−0.9% | Reduced |
| Modus Advisors, LLC | 49,688 | $11.6M | 3.80% | −253−0.5% | Reduced |
| Trust Investment Advisors | 49,830 | $11.6M | 7.40% | −4,513−8.3% | Reduced |
| Orion Capital Management LLC | 49,832 | $11.6M | 5.64% | −1,766−3.4% | Reduced |
| St. Johns Investment Management Company, LLC | 49,879 | $11.6M | 5.46% | −8,103−14.0% | Reduced |
| Silverlake Wealth Management LLC | 49,943 | $11.6M | 4.47% | −3,904−7.3% | Reduced |
| Orleans Capital Management Corp | 49,954 | $11.6M | 6.61% | −4,154−7.7% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 50,000 | $11.7M | 2.51% | 00.0% | Unchanged |
| Willis Johnson & Associates, Inc. | 50,012 | $11.7M | 0.89% | +18,807+60.3% | Added |
| CoreFirst Bank & Trust | 50,098 | $11.7M | 6.74% | −1,277−2.5% | Reduced |
| Payden & Rygel | 50,100 | $11.7M | 0.90% | −47,800−48.8% | Reduced |
| Ambassador Advisors, LLC | 50,336 | $11.7M | 2.04% | −1,260−2.4% | Reduced |
| Rede Wealth, LLC | 50,407 | $11.7M | 4.49% | +973+2.0% | Added |
| Financial Council Asset Management Inc | 50,436 | $11.8M | 6.12% | −230.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 50,439 | $11.8M | 3.21% | +1,741+3.6% | Added |
| Eagle Ridge Investment Management | 50,485 | $11.8M | 1.03% | +279+0.6% | Added |
| Sitrin Capital Management LLC | 50,501 | $11.8M | 5.88% | +11,936+31.0% | Added |
| Capital Advisors Wealth Management, LLC | 50,530 | $11.8M | 2.17% | −1,083−2.1% | Reduced |
| Valley Brook Capital Group | 50,562 | $11.8M | 8.46% | +113+0.2% | Added |
| LWMG, LLC | 50,580 | $11.8M | 2.24% | +171+0.3% | Added |
| Peninsula Asset Management Inc | 50,606 | $11.8M | 5.95% | −1,340−2.6% | Reduced |
| Notis-McConarty Edward | 50,629 | $11.8M | 5.34% | −13,893−21.5% | Reduced |
| Family Capital Trust Co | 50,650 | $11.8M | 3.79% | −160−0.3% | Reduced |
| Waypoint Capital Advisors, LLC | 50,660 | $11.8M | 2.51% | +525+1.0% | Added |
| Mystic Asset Management, Inc. | 50,726 | $11.8M | 4.46% | +1,023+2.1% | Added |
| Enclave Advisors LLC | 50,777 | $11.8M | 2.01% | +50,777 | New |
| Merrion Investment Management Co, LLC | 50,781 | $11.8M | 7.81% | −2,575−4.8% | Reduced |
| Tsai Capital Corp | 50,941 | $11.9M | 9.65% | −23,589−31.7% | Reduced |
| Fox Hill Wealth Management | 50,977 | $11.9M | 6.55% | +10,914+27.2% | Added |
| Affiance Financial, LLC | 50,977 | $11.9M | 2.88% | −283−0.6% | Reduced |
| Heartland Bank & Trust Co | 51,019 | $11.9M | 6.41% | +218+0.4% | Added |
| Integrated Investment Consultants, LLC | 1,736,650 | $11.9M | 2.59% | +1,693,144+3,891.7% | Added |
| Owen LaRue, LLC | 51,071 | $11.9M | 6.32% | −2,950−5.5% | Reduced |
| McLean Asset Management Corp | 52,492 | $11.9M | 3.59% | +32+0.1% | Added |
| Bienville Capital Management, LLC | 51,187 | $11.9M | 3.09% | −6,272−10.9% | Reduced |
| Capasso Planning Partners LLC | 51,203 | $11.9M | 3.52% | −1,614−3.1% | Reduced |
| 626 Financial, LLC | 51,225 | $11.9M | 6.61% | −1,279−2.4% | Reduced |
| CVA Family Office, LLC | 51,360 | $12.0M | 1.94% | −268−0.5% | Reduced |
| Syntegra Private Wealth Group, LLC | 51,361 | $12.0M | 1.38% | −237−0.5% | Reduced |
| Northwest Capital Management Inc | 51,430 | $12.0M | 4.32% | −9,158−15.1% | Reduced |
| GPM Growth Investors, Inc. | 51,464 | $12.0M | 4.99% | −1,511−2.9% | Reduced |
| Childress Capital Advisors, LLC | 51,559 | $12.0M | 3.24% | +309+0.6% | Added |
| Harbour Investment Management LLC | 51,603 | $12.0M | 5.33% | −515−1.0% | Reduced |
| FCG Investment Co | 51,707 | $12.0M | 7.90% | +2,554+5.2% | Added |
| Key Client Fiduciary Advisors, LLC | 51,708 | $12.0M | 5.49% | +418+0.8% | Added |
| Peninsula Wealth, LLC | 52,013 | $12.1M | 2.11% | +765+1.5% | Added |
| Ethos Financial Group, LLC | 51,799 | $12.1M | 1.99% | −225−0.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 51,830 | $12.1M | 6.42% | −364−0.7% | Reduced |
| Blue Zone Wealth Advisors, LLC | 51,863 | $12.1M | 3.76% | +1,298+2.6% | Added |
| Cove Private Wealth, LLC | 51,924 | $12.1M | 9.39% | −117−0.2% | Reduced |
| Darwin Advisors, LLC | 51,943 | $12.1M | 3.32% | +51,943 | New |
| Walleye Capital LLC | 51,986 | $12.1M | 0.13% | −229,448−81.5% | Reduced |
| Beacon Capital Management, LLC | 52,055 | $12.1M | 1.72% | +3,215+6.6% | Added |
| Calton & Associates, Inc. | 52,118 | $12.1M | 4.64% | +11,794+29.2% | Added |
| BigSur Wealth Management LLC | 52,127 | $12.1M | 3.35% | +240.0% | Added |
| Jarislowsky, Fraser Ltd | 52,131 | $12.1M | 0.07% | −1,454−2.7% | Reduced |
| Gemmer Asset Management LLC | 52,151 | $12.2M | 1.22% | +9,013+20.9% | Added |
| Connable Office Inc | 52,170 | $12.2M | 1.22% | −429−0.8% | Reduced |
| Harbor Advisory Corp | 52,195 | $12.2M | 3.97% | −614−1.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 52,190 | $12.2M | 5.60% | +374+0.7% | Added |
| Grace & Mercy Foundation, Inc. | 52,300 | $12.2M | 2.77% | 00.0% | Unchanged |
| Greater Midwest Financial Group, LLC | 52,435 | $12.2M | 7.17% | +652+1.3% | Added |
| Consolidated Capital Management, LLC | 52,469 | $12.2M | 5.34% | −6,757−11.4% | Reduced |
| Capital Advantage, Inc. | 52,559 | $12.2M | 2.35% | −4,492−7.9% | Reduced |
| Old Point Trust & Financial Services N A | 52,591 | $12.3M | 4.40% | −1,145−2.1% | Reduced |
| Delta Asset Management LLC | 52,632 | $12.3M | 1.06% | −1,390−2.6% | Reduced |
| Gateway Advisory, LLC | 52,667 | $12.3M | 1.98% | −2,688−4.9% | Reduced |
| jvl associates llc | 52,739 | $12.3M | 4.74% | −162−0.3% | Reduced |
| Cairn Investment Group, Inc. | 52,796 | $12.3M | 6.80% | −50.0% | Reduced |
| Strategic Investment Solutions, Inc. | 52,811 | $12.3M | 3.69% | −54−0.1% | Reduced |
| Wrapmanager Inc | 52,810 | $12.3M | 3.18% | +12,630+31.4% | Added |
| Global Trust Asset Management, LLC | 52,833 | $12.3M | 4.56% | +1,767+3.5% | Added |
| REDW Wealth LLC | 52,838 | $12.3M | 3.15% | −839−1.6% | Reduced |
| Wealth Alliance Advisory Group, LLC | 52,907 | $12.3M | 2.59% | +1,060+2.0% | Added |
| DMG Group, LLC | 52,943 | $12.3M | 9.98% | −319−0.6% | Reduced |
| Pflug Koory, LLC | 52,988 | $12.3M | 6.07% | +52,988 | New |
| Curated Wealth Partners LLC | 53,013 | $12.4M | 1.58% | +2,913+5.8% | Added |
| Signature Wealth Management Partners, LLC | 53,028 | $12.4M | 8.95% | +154+0.3% | Added |
| Peoples Financial Services Corp. | 53,030 | $12.4M | 5.60% | −1,823−3.3% | Reduced |
| TFC Financial Management | 53,030 | $12.4M | 1.95% | +120+0.2% | Added |
| Eqis Capital Management, Inc. | 53,075 | $12.4M | 0.99% | −11,635−18.0% | Reduced |