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 |
|---|---|---|---|---|---|
| Vicus Capital | 57,708 | $13.4M | 1.19% | −4,269−6.9% | Reduced |
| Clearwater Capital Advisors, LLC | 57,766 | $13.5M | 1.31% | +7,297+14.5% | Added |
| Lincoln Capital LLC | 57,785 | $13.5M | 2.85% | −331−0.6% | Reduced |
| Vivaldi Capital Management, LLC | 57,825 | $13.5M | 3.91% | −3,430−5.6% | Reduced |
| Kensington Investment Counsel, LLC | 57,908 | $13.5M | 5.64% | +591+1.0% | Added |
| Bellevue Asset Management, LLC | 57,937 | $13.5M | 6.93% | −92−0.2% | Reduced |
| Marathon Capital Management | 57,940 | $13.5M | 3.27% | −1,019−1.7% | Reduced |
| Insight Wealth Strategies, LLC | 57,954 | $13.5M | 1.78% | −847−1.4% | Reduced |
| Hollow Brook Wealth Management LLC | 57,981 | $13.5M | 4.01% | +1,515+2.7% | Added |
| Gables Capital Management Inc. | 58,018 | $13.5M | 6.82% | −4,822−7.7% | Reduced |
| Opal Wealth Advisors, LLC | 58,048 | $13.5M | 4.24% | +26,121+81.8% | Added |
| Walkner Condon Financial Advisors LLC | 58,059 | $13.5M | 2.76% | +742+1.3% | Added |
| KG&L Capital Management,LLC | 58,256 | $13.5M | 4.36% | +2,240+4.0% | Added |
| Timber Creek Capital Management LLC | 58,091 | $13.5M | 3.79% | −76−0.1% | Reduced |
| Boston Research & Management Inc | 58,101 | $13.5M | 3.13% | +102+0.2% | Added |
| First Business Financial Services, Inc. | 58,144 | $13.5M | 1.36% | +5,458+10.4% | Added |
| Chemung Canal Trust Co | 58,152 | $13.5M | 2.74% | +16,746+40.4% | Added |
| Princeton Global Asset Management LLC | 58,160 | $13.6M | 2.64% | +2,257+4.0% | Added |
| Lafayette Investments, Inc. | 58,299 | $13.6M | 2.86% | −56−0.1% | Reduced |
| Channel Wealth LLC | 58,323 | $13.6M | 4.48% | −7,213−11.0% | Reduced |
| Prosperity Financial Group, Inc. | 58,328 | $13.6M | 7.64% | −925−1.6% | Reduced |
| O'Brien Greene & Co. Inc | 58,352 | $13.6M | 4.23% | −3,802−6.1% | Reduced |
| Blue Edge Capital, LLC | 58,406 | $13.6M | 2.12% | +48+0.1% | Added |
| First Community Trust NA | 58,608 | $13.7M | 11.16% | −775−1.3% | Reduced |
| Garden State Investment Advisory Services LLC | 58,597 | $13.7M | 4.38% | −1,566−2.6% | Reduced |
| Eagle Bay Advisors LLC | 58,718 | $13.7M | 5.24% | −463−0.8% | Reduced |
| Old Second National Bank of Aurora | 58,720 | $13.7M | 3.30% | +1,336+2.3% | Added |
| Mathes Company, Inc. | 58,743 | $13.7M | 4.83% | −5,618−8.7% | Reduced |
| Kestra Investment Management, LLC | 58,797 | $13.7M | 0.59% | +3,784+6.9% | Added |
| Buckhead Capital Management LLC | 58,812 | $13.7M | 4.33% | −1,943−3.2% | Reduced |
| Inspirion Wealth Advisors, LLC | 58,872 | $13.7M | 1.92% | −145−0.2% | Reduced |
| Midland Wealth Advisors LLC | 58,923 | $13.7M | 0.80% | −3,601−5.8% | Reduced |
| Brick & Kyle, Associates | 62,191 | $13.7M | 5.89% | −1,283−2.0% | Reduced |
| PKO Investment Management Joint-Stock Co | 59,000 | $13.7M | 1.70% | −6,000−9.2% | Reduced |
| Northside Capital Management, LLC | 59,057 | $13.8M | 2.15% | −384−0.6% | Reduced |
| Amplius Wealth Advisors, LLC | 59,163 | $13.8M | 1.50% | +385+0.7% | Added |
| Jupiter Wealth Management LLC | 59,192 | $13.8M | 7.06% | +404+0.7% | Added |
| 3Chopt Investment Partners, LLC | 59,302 | $13.8M | 4.94% | −1,443−2.4% | Reduced |
| Towercrest Capital Management | 59,382 | $13.8M | 2.23% | −4,009−6.3% | Reduced |
| SJS Investment Consulting Inc. | 59,402 | $13.8M | 2.44% | +1,061+1.8% | Added |
| Mechanics Financial Corp | 59,415 | $13.8M | 6.06% | −4,984−7.7% | Reduced |
| Strong Tower Advisory Services | 59,444 | $13.9M | 3.86% | −240−0.4% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 59,462 | $13.9M | 6.39% | −1,888−3.1% | Reduced |
| Carderock Capital Management Inc | 59,491 | $13.9M | 3.27% | +680+1.2% | Added |
| Concentric Wealth Management, LLC | 59,556 | $13.9M | 3.38% | +4,968+9.1% | Added |
| Carnegie Lake Advisors LLC | 59,625 | $13.9M | 5.50% | +59,625 | New |
| WNY Asset Management, LLC | 59,690 | $13.9M | 1.62% | −1,902−3.1% | Reduced |
| Sculati Wealth Management, LLC | 59,701 | $13.9M | 5.55% | −1,147−1.9% | Reduced |
| Vanguard Capital Wealth Advisors | 59,739 | $13.9M | 14.65% | −738−1.2% | Reduced |
| Central Valley Advisors, LLC | 59,807 | $13.9M | 7.86% | −758−1.3% | Reduced |
| Artemis Wealth Advisors, LLC | 59,810 | $13.9M | 2.46% | +11,001+22.5% | Added |
| Evermay Wealth Management LLC | 59,822 | $13.9M | 2.24% | −735−1.2% | Reduced |
| Garrett Investment Advisors LLC | 59,860 | $13.9M | 1.40% | +14,596+32.2% | Added |
| Lewis Asset Management, LLC | 59,917 | $14.0M | 10.19% | −6,586−9.9% | Reduced |
| Alera Investment Advisors, LLC | 59,919 | $14.0M | 1.64% | +2,847+5.0% | Added |
| Hall Laurie J Trustee | 59,942 | $14.0M | 4.43% | −855−1.4% | Reduced |
| Grand Alliance Asset Management Ltd | 60,000 | $14.0M | 9.31% | +60,000 | New |
| Hartford Financial Management Inc. | 60,010 | $14.0M | 2.86% | −2,169−3.5% | Reduced |
| Arbor Investment Advisors, LLC | 60,011 | $14.0M | 1.85% | +34,508+135.3% | Added |
| Pictet North America Advisors SA | 60,031 | $14.0M | 1.38% | −565−0.9% | Reduced |
| Capital Insight Partners, LLC | 60,290 | $14.0M | 2.46% | −81−0.1% | Reduced |
| Davidson Trust Co | 60,332 | $14.1M | 7.22% | +8,970+17.5% | Added |
| Oak Harbor Wealth Partners, LLC | 60,355 | $14.1M | 4.08% | −575−0.9% | Reduced |
| KPP Advisory Services LLC | 60,399 | $14.1M | 3.38% | −794−1.3% | Reduced |
| Meridian Investment Counsel Inc. | 60,557 | $14.1M | 4.26% | −5,510−8.3% | Reduced |
| Umpqua Bank | 60,644 | $14.1M | 5.17% | −3,424−5.3% | Reduced |
| Perpetual Ltd | 60,676 | $14.1M | 0.15% | −7,048−10.4% | Reduced |
| DCM Advisors, LLC | 60,687 | $14.1M | 7.12% | −554−0.9% | Reduced |
| Lincoln Capital Corp | 60,723 | $14.1M | 5.78% | −159−0.3% | Reduced |
| Engineers Gate Manager LP | 60,787 | $14.2M | 0.28% | +14,964+32.7% | Added |
| All Terrain Financial Advisors, LLC | 60,845 | $14.2M | 5.43% | −1,148−1.9% | Reduced |
| Horizon Investments, LLC | 60,914 | $14.2M | 0.38% | +3,459+6.0% | Added |
| Sphera Funds Management Ltd. | 60,847 | $14.2M | 2.32% | −653−1.1% | Reduced |
| DeDora Capital, Inc. | 60,945 | $14.2M | 3.97% | −126−0.2% | Reduced |
| Zweig-DiMenna Associates LLC | 60,981 | $14.2M | 1.44% | −11,115−15.4% | Reduced |
| IFG Advisors, LLC | 61,051 | $14.2M | 3.04% | +590+1.0% | Added |
| Wimmer Associates 1, LLC | 61,091 | $14.2M | 6.97% | −338−0.6% | Reduced |
| Chronos Wealth Management, LLC | 61,104 | $14.2M | 7.42% | +182+0.3% | Added |
| IMS Capital Management | 61,162 | $14.3M | 6.40% | −625−1.0% | Reduced |
| Symmetry Partners, LLC | 61,188 | $14.3M | 3.38% | −42,523−41.0% | Reduced |
| Diversified, LLC | 61,209 | $14.3M | 1.57% | −399−0.6% | Reduced |
| Diversified Enterprises, LLC | 61,209 | $14.3M | 1.57% | +61,209 | New |
| Gardner Lewis Asset Management L P | 61,250 | $14.3M | 4.04% | −1,825−2.9% | Reduced |
| National Philanthropic Trust | 61,311 | $14.3M | 0.26% | −1,461−2.3% | Reduced |
| Bridge Creek Capital Management LLC | 61,330 | $14.3M | 4.31% | −2,099−3.3% | Reduced |
| Coastal Bridge Advisors, LLC | 61,446 | $14.3M | 3.55% | −963−1.5% | Reduced |
| Willow Creek Wealth Management Inc. | 61,463 | $14.3M | 1.51% | −545−0.9% | Reduced |
| Wealth Dimensions Group, Ltd. | 61,467 | $14.3M | 3.63% | −327−0.5% | Reduced |
| Stolper Co | 61,472 | $14.3M | 4.69% | −1,700−2.7% | Reduced |
| Wall Street Access Asset Management, LLC | 61,486 | $14.3M | 5.46% | −1,462−2.3% | Reduced |
| VeraBank, N.A. | 61,497 | $14.3M | 4.19% | −929−1.5% | Reduced |
| Ervin Investment Management, LLC | 61,559 | $14.3M | 9.20% | −1,217−1.9% | Reduced |
| Torray LLC | 61,568 | $14.3M | 2.01% | +30.0% | Added |
| Titleist Asset Management, LLC | 61,629 | $14.4M | 2.08% | −2,855−4.4% | Reduced |
| Olistico Wealth, LLC | 61,654 | $14.4M | 8.78% | −2,621−4.1% | Reduced |
| Castle Rock Wealth Management, LLC | 63,861 | $14.4M | 3.43% | +101+0.2% | Added |
| Bray Capital Advisors | 61,735 | $14.4M | 3.52% | −1,155−1.8% | Reduced |
| Global Assets Advisory, LLC | 63,613 | $14.4M | 7.88% | +6,821+12.0% | Added |
| Pekin Hardy Strauss, Inc. | 61,788 | $14.4M | 1.84% | −1,587−2.5% | Reduced |
| Thames Capital Management LLC | 61,806 | $14.4M | 4.49% | −21,273−25.6% | Reduced |