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 |
|---|---|---|---|---|---|
| Planning Alternatives Ltd | 53,223 | $12.4M | 1.89% | +34+0.1% | Added |
| Invesco, LLC | 53,247 | $12.4M | 4.95% | −286−0.5% | Reduced |
| Sheets Smith Wealth Management | 53,274 | $12.4M | 1.52% | −11,688−18.0% | Reduced |
| Port Capital LLC | 53,307 | $12.4M | 0.56% | −3,013−5.3% | Reduced |
| Brass Tax Wealth Management, Inc | 53,337 | $12.4M | 2.66% | −1,130−2.1% | Reduced |
| Kessler Investment Group, LLC | 53,439 | $12.5M | 6.40% | +718+1.4% | Added |
| Montgomery Investment Management Inc | 53,455 | $12.5M | 4.51% | −37−0.1% | Reduced |
| Parisi Gray Wealth Management | 53,458 | $12.5M | 4.11% | −47−0.1% | Reduced |
| CV Advisors LLC | 53,577 | $12.5M | 6.38% | +727+1.4% | Added |
| Fountainhead AM, LLC | 53,590 | $12.5M | 2.62% | +1,653+3.2% | Added |
| Sandy Cove Advisors, LLC | 53,592 | $12.5M | 5.09% | −1,496−2.7% | Reduced |
| DT Investment Partners, LLC | 53,630 | $12.5M | 1.01% | +2,420+4.7% | Added |
| New Millennium Group LLC | 53,648 | $12.5M | 8.08% | +1,653+3.2% | Added |
| Cherry Creek Investment Advisors, Inc. | 53,714 | $12.5M | 6.47% | −459−0.8% | Reduced |
| Sterling Financial Group, Inc. | 53,753 | $12.5M | 5.35% | −60−0.1% | Reduced |
| Scissortail Wealth Management, LLC | 438 | $12.5M | 3.04% | −53,055−99.2% | Reduced |
| Eagle Capital Management, LLC | 53,813 | $12.5M | 5.22% | −76−0.1% | Reduced |
| Sovereign Financial Group, Inc. | 53,839 | $12.5M | 2.93% | −464−0.9% | Reduced |
| White Pine Capital LLC | 53,847 | $12.5M | 4.29% | +265+0.5% | Added |
| TSFG, LLC | 53,882 | $12.6M | 2.74% | +431+0.8% | Added |
| NovaPoint Capital, LLC | 53,894 | $12.6M | 3.89% | −776−1.4% | Reduced |
| Seamount Financial Group Inc | 53,968 | $12.6M | 9.46% | −1,128−2.0% | Reduced |
| Xcel Wealth Management, LLC | 54,084 | $12.6M | 3.69% | +381+0.7% | Added |
| Benson Investment Management Company, Inc. | 54,247 | $12.6M | 5.00% | −129−0.2% | Reduced |
| Bonness Enterprises Inc | 54,440 | $12.7M | 4.22% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 54,441 | $12.7M | 2.44% | −233−0.4% | Reduced |
| Wealth Management Partners, LLC | 54,462 | $12.7M | 5.88% | −1,666−3.0% | Reduced |
| DGS Capital Management, LLC | 54,499 | $12.7M | 3.44% | +2,132+4.1% | Added |
| Ninety One SA (PTY) Ltd | 54,562 | $12.7M | 2.77% | −117,703−68.3% | Reduced |
| Prospect Financial Services LLC | 54,524 | $12.7M | 7.89% | +1,685+3.2% | Added |
| Horizon Wealth Management, LLC | 54,525 | $12.7M | 2.54% | −2,941−5.1% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 54,537 | $12.7M | 3.70% | −2,212−3.9% | Reduced |
| Sage Rhino Capital LLC | 54,551 | $12.7M | 2.81% | −625−1.1% | Reduced |
| Menlo Advisors LLC | 54,576 | $12.7M | 6.55% | +165+0.3% | Added |
| Broadwater Capital Management LLC | 54,591 | $12.7M | 9.37% | −1,109−2.0% | Reduced |
| Investment Advisory Services Inc | 54,611 | $12.7M | 4.49% | −3,296−5.7% | Reduced |
| Zimmermann Investment Management & Planning LLC | 54,655 | $12.7M | 3.91% | +416+0.8% | Added |
| Freemont Management S.A. | 55,000 | $12.8M | 6.69% | −73,000−57.0% | Reduced |
| HHM Wealth Advisors, LLC | 55,090 | $12.8M | 1.82% | +1,863+3.5% | Added |
| Somerset Trust Co | 55,106 | $12.8M | 4.80% | −573−1.0% | Reduced |
| Fairfield Financial Advisors, LTD | 55,122 | $12.8M | 4.37% | −2,295−4.0% | Reduced |
| Alhambra Investment Partners LLC | 55,160 | $12.9M | 6.67% | −74−0.1% | Reduced |
| Reuter James Wealth Management, LLC | 55,202 | $12.9M | 2.37% | +39,744+257.1% | Added |
| Excalibur Management Corp | 55,229 | $12.9M | 4.91% | −1,895−3.3% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 55,269 | $12.9M | 2.42% | −4,185−7.0% | Reduced |
| Abundance Wealth Counselors | 55,354 | $12.9M | 2.67% | +151+0.3% | Added |
| Private Portfolio Partners LLC | 55,354 | $12.9M | 2.42% | +55,354 | New |
| Eukles Asset Management | 55,380 | $12.9M | 5.18% | −63−0.1% | Reduced |
| Noked Israel Ltd | 55,450 | $12.9M | 2.82% | −4,750−7.9% | Reduced |
| Fernwood Investment Management, LLC | 55,472 | $12.9M | 4.21% | −7,872−12.4% | Reduced |
| Sugarloaf Wealth Management, LLC | 55,477 | $12.9M | 2.44% | +262+0.5% | Added |
| High Falls Advisors, Inc | 55,479 | $12.9M | 2.96% | +746+1.4% | Added |
| City State Bank | 55,553 | $12.9M | 4.72% | −1,078−1.9% | Reduced |
| Financial Security Advisor, Inc. | 55,599 | $13.0M | 3.23% | +810+1.5% | Added |
| Woodward Diversified Capital, LLC | 55,628 | $13.0M | 8.22% | −1,110−2.0% | Reduced |
| WealthBridge Capital Management, LLC | 55,741 | $13.0M | 3.73% | −317−0.6% | Reduced |
| TLW Wealth Management, LLC | 55,945 | $13.0M | 7.74% | −69−0.1% | Reduced |
| CFS Investment Advisory Services, LLC | 55,952 | $13.0M | 1.10% | +55,952 | New |
| Roberts Capital Advisors, LLC | 55,974 | $13.0M | 11.16% | 00.0% | Unchanged |
| Asio Capital, LLC | 56,066 | $13.1M | 2.48% | −246−0.4% | Reduced |
| Provenance Wealth Advisors, LLC | 56,133 | $13.1M | 1.63% | +2,798+5.2% | Added |
| Chiron Investment Management, LLC | 56,204 | $13.1M | 4.61% | −718−1.3% | Reduced |
| Redhawk Wealth Advisors, Inc. | 56,212 | $13.1M | 1.87% | −1,027−1.8% | Reduced |
| McIlrath & Eck, LLC | 56,230 | $13.1M | 1.69% | +940+1.7% | Added |
| Wescott Financial Advisory Group, LLC | 56,240 | $13.1M | 1.41% | −388−0.7% | Reduced |
| Marshall Financial Group LLC | 56,295 | $13.1M | 3.13% | +3,797+7.2% | Added |
| Miramar Capital, LLC | 56,311 | $13.1M | 3.06% | −5,254−8.5% | Reduced |
| Abbot Financial Management, Inc. | 56,328 | $13.1M | 6.60% | −183−0.3% | Reduced |
| Trail Ridge Investment Advisors, LLC | 56,922 | $13.1M | 6.26% | −266−0.5% | Reduced |
| Lederer & Associates Investment Counsel | 56,416 | $13.1M | 9.25% | −528−0.9% | Reduced |
| Nkcfo LLC | 56,550 | $13.2M | 6.29% | +900+1.6% | Added |
| Parkside Investments, LLC | 56,560 | $13.2M | 1.99% | +2,371+4.4% | Added |
| Dover Advisors, LLC | 56,588 | $13.2M | 7.48% | −1,347−2.3% | Reduced |
| Alkeon Capital Management LLC | 56,627 | $13.2M | 0.07% | 00.0% | Unchanged |
| Bulltick Wealth Management, LLC | 56,673 | $13.2M | 3.28% | −6,231−9.9% | Reduced |
| WFA of San Diego, LLC | 56,683 | $13.2M | 11.14% | −910−1.6% | Reduced |
| Promethium Advisors,llc | 56,687 | $13.2M | 9.33% | +56,687 | New |
| Alpha Family Trust | 56,700 | $13.2M | 7.38% | 00.0% | Unchanged |
| Eastover Investment Advisors LLC | 56,767 | $13.2M | 6.19% | −5,137−8.3% | Reduced |
| Buffington Mohr McNeal | 56,824 | $13.2M | 2.18% | +3,524+6.6% | Added |
| JT Stratford LLC | 56,843 | $13.2M | 2.26% | +2,296+4.2% | Added |
| Carmel Capital Management L.L.C. | 56,847 | $13.2M | 4.97% | −720−1.3% | Reduced |
| Ballast, Inc. | 56,860 | $13.2M | 3.76% | −2,236−3.8% | Reduced |
| Foster Victor Wealth Advisors, LLC | 57,903 | $13.3M | 1.06% | −881−1.5% | Reduced |
| Clay Northam Wealth Management, LLC | 57,063 | $13.3M | 9.15% | −150.0% | Reduced |
| Capstone Triton Financial Group, LLC | 57,080 | $13.3M | 8.51% | −805−1.4% | Reduced |
| Consolidated Portfolio Review Corp | 57,093 | $13.3M | 2.97% | +1,743+3.1% | Added |
| Sawyer & Company, Inc | 57,136 | $13.3M | 4.93% | +114+0.2% | Added |
| Satovsky Asset Management LLC | 57,150 | $13.3M | 3.00% | +1,443+2.6% | Added |
| Alaethes Wealth LLC | 57,173 | $13.3M | 4.91% | +312+0.5% | Added |
| Rock Point Advisors, LLC | 57,228 | $13.3M | 3.64% | +4,661+8.9% | Added |
| SPC Financial, Inc. | 57,254 | $13.3M | 1.18% | +5,493+10.6% | Added |
| Texas Capital Bancshares Inc | 57,315 | $13.4M | 5.39% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 57,162 | $13.4M | 4.02% | +110+0.2% | Added |
| Simplicity Wealth,LLC | 57,404 | $13.4M | 1.24% | −587,294−91.1% | Reduced |
| Citizens & Northern Corp | 57,579 | $13.4M | 4.03% | +3,599+6.7% | Added |
| Kemnay Advisory Services Inc. | 57,594 | $13.4M | 2.43% | −8,232−12.5% | Reduced |
| Navellier & Associates Inc | 57,634 | $13.4M | 1.82% | −2,473−4.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 57,681 | $13.4M | 0.50% | +11,135+23.9% | Added |
| CNB Bank | 57,705 | $13.4M | 6.22% | −1,230−2.1% | Reduced |