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 7 sales; 6,150 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
- 5,105
- +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
- 2,001 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 | 6,150 | $2.80T |
| Q1 2026 | 6,134 | $2.40T |
| Q4 2025 | 6,130 | $2.61T |
| Q3 2025 | 5,616 | $2.35T |
| Q2 2025 | 5,599 | $1.93T |
| Q1 2025 | 5,607 | $2.08T |
| Q4 2024 | 5,671 | $2.36T |
| Q3 2024 | 5,105 | $2.17T |
| Q2 2024 | 5,132 | $1.98T |
| Q1 2024 | 5,023 | $1.61T |
| Q4 2023 | 4,976 | $1.81T |
| Q3 2023 | 4,618 | $1.60T |
| Q2 2023 | 4,594 | $1.82T |
| Q1 2023 | 4,524 | $1.55T |
| Q4 2022 | 4,555 | $1.21T |
| Q3 2022 | 4,346 | $1.29T |
| Q2 2022 | 4,339 | $1.28T |
| Q1 2022 | 4,390 | $1.66T |
| Q4 2021 | 4,402 | $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 |
|---|---|---|---|---|---|
| Essex Private Wealth Management, LLC | 6,005 | $1.40M | 3.29% | −398−6.2% | Reduced |
| Atlas Wealth Partners, LLC | 6,010 | $1.40M | 2.13% | −60−1.0% | Reduced |
| Hiley Hunt Wealth Management | 6,011 | $1.40M | 0.80% | −182−2.9% | Reduced |
| Ridgepath Capital Management LLC | 6,028 | $1.40M | 1.12% | +1,140+23.3% | Added |
| Mokosak Advisory Group, LLC | 6,067 | $1.41M | 0.42% | +6+0.1% | Added |
| Donald L. Hagan, LLC | 6,087 | $1.42M | 0.72% | −700−10.3% | Reduced |
| Wheelhouse Advisory Group LLC | 6,097 | $1.42M | 0.91% | −289−4.5% | Reduced |
| Stephen J. Garry & Associates, LLC | 6,100 | $1.42M | 1.35% | +203+3.4% | Added |
| Aull & Monroe Investment Management Corp | 6,103 | $1.42M | 0.66% | 00.0% | Unchanged |
| Greenhouse Wealth Management, LLC | 6,107 | $1.42M | 0.96% | +6+0.1% | Added |
| Stone House Investment Management, LLC | 6,112 | $1.42M | 0.29% | −23−0.4% | Reduced |
| Silver Lake Advisory, LLC | 6,118 | $1.43M | 0.58% | +5+0.1% | Added |
| Monument Group Wealth Advisors, LLC | 6,136 | $1.43M | 0.86% | −14−0.2% | Reduced |
| GoalFusion Wealth Management, LLC | 6,142 | $1.43M | 0.79% | 00.0% | Unchanged |
| Asset Planning Corporation | 6,149 | $1.43M | 0.93% | 00.0% | Unchanged |
| ASB Consultores, LLC | 6,161 | $1.44M | 0.57% | +529+9.4% | Added |
| Turim 21 Investimentos Ltda. | 6,170 | $1.44M | 0.40% | 00.0% | Unchanged |
| Presilium Private Wealth, LLC | 6,179 | $1.44M | 0.33% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 6,189 | $1.44M | 3.56% | −1,427−18.7% | Reduced |
| Voya Financial Advisors, Inc. | 6,338 | $1.44M | 0.16% | −687−9.8% | Reduced |
| Thompson Davis & Co., Inc. | 6,209 | $1.45M | 1.07% | −83−1.3% | Reduced |
| MorganRosel Wealth Management, LLC | 6,214 | $1.45M | 0.48% | +5+0.1% | Added |
| First International Bank & Trust | 6,215 | $1.45M | 0.46% | +458+8.0% | Added |
| Highland Financial Advisors, LLC | 6,221 | $1.45M | 0.52% | −396−6.0% | Reduced |
| True Wealth Design, LLC | 6,229 | $1.45M | 0.57% | −3,591−36.6% | Reduced |
| AMJ Financial Wealth Management | 6,237 | $1.45M | 0.42% | −381−5.8% | Reduced |
| Higgins & Schmidt Wealth Strategies LLC | 6,252 | $1.46M | 0.94% | −138−2.2% | Reduced |
| Ehrlich Financial Group | 6,255 | $1.46M | 1.04% | +14+0.2% | Added |
| Alpha Financial Partners, LLC | 6,255 | $1.46M | 1.04% | +498+8.7% | Added |
| Black Point Wealth Management | 6,265 | $1.46M | 1.69% | −2,308−26.9% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 6,274 | $1.46M | 0.02% | −525−7.7% | Reduced |
| Valley Financial Group, Inc. | 6,286 | $1.46M | 1.02% | +10.0% | Added |
| Hyperion Capital Advisors LP | 6,293 | $1.47M | 0.69% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 6,366 | $1.48M | 2.51% | +311+5.1% | Added |
| Retirement Investment Advisors, Inc. | 6,377 | $1.49M | 0.16% | −22−0.3% | Reduced |
| Lutz Financial Services LLC | 6,386 | $1.49M | 0.12% | +345+5.7% | Added |
| North Point Portfolio Managers Corp | 6,401 | $1.49M | 0.24% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 6,404 | $1.49M | 0.44% | +30+0.5% | Added |
| Sequent Planning LLC | 6,421 | $1.50M | 0.52% | −24−0.4% | Reduced |
| Adapt Wealth Advisors, LLC | 6,424 | $1.50M | 0.80% | +87+1.4% | Added |
| Cullen Capital Management LLC | 6,444 | $1.50M | 0.02% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 6,456 | $1.50M | 0.78% | 00.0% | Unchanged |
| TPG Financial Advisors, LLC | 6,468 | $1.51M | 0.68% | +195+3.1% | Added |
| Smart Money Group LLC | 6,699 | $1.51M | 0.54% | +250+3.9% | Added |
| Altiora Financial Group, LLC | 6,506 | $1.52M | 0.34% | 00.0% | Unchanged |
| Verde Capital Management | 6,506 | $1.52M | 0.45% | +2,954+83.2% | Added |
| Unique Wealth Strategies, LLC | 6,522 | $1.52M | 0.66% | +594+10.0% | Added |
| Caxton Associates LP | 6,523 | $1.52M | 0.07% | −502,100−98.7% | Reduced |
| Rodgers & Associates, LTD | 6,541 | $1.52M | 0.18% | +74+1.1% | Added |
| Omega Financial Group, LLC | 6,567 | $1.53M | 0.58% | −3,261−33.2% | Reduced |
| Delta Wealth Advisors LLC | 6,585 | $1.53M | 1.47% | −1,829−21.7% | Reduced |
| Ti-Trust, Inc | 6,587 | $1.53M | 1.10% | −40−0.6% | Reduced |
| PFS Partners, LLC | 6,590 | $1.54M | 0.88% | −255−3.7% | Reduced |
| Stonekeep Investments, LLC | 6,627 | $1.54M | 1.19% | +95+1.5% | Added |
| Battery Global Advisors, LLC | 6,635 | $1.55M | 0.84% | +6,635 | New |
| Tilson Financial Group, Inc. | 6,661 | $1.55M | 0.67% | +5+0.1% | Added |
| Heritage Wealth Management, Inc./Texas | 6,672 | $1.55M | 0.90% | −78−1.2% | Reduced |
| Boulder Wealth Advisors, LLC | 6,685 | $1.56M | 0.85% | +86+1.3% | Added |
| IAG Wealth Partners, LLC | 6,686 | $1.56M | 0.29% | +57+0.9% | Added |
| Ping Capital Management, Inc. | 6,700 | $1.56M | 0.87% | −37,700−84.9% | Reduced |
| Independent Family Office, LLC | 6,824 | $1.56M | 0.78% | +1,796+35.7% | Added |
| Alamar Capital Management, LLC | 6,716 | $1.56M | 0.86% | +10.0% | Added |
| Covestor Ltd | 6,721 | $1.57M | 0.98% | −336−4.8% | Reduced |
| Financial Guidance Group, Inc. | 6,740 | $1.57M | 0.92% | +20.0% | Added |
| Cedar Point Capital Partners, LLC | 6,749 | $1.57M | 1.08% | +73+1.1% | Added |
| BCK Capital Management LP | 6,758 | $1.57M | 0.94% | +1,309+24.0% | Added |
| Lesa Sroufe & Co | 6,758 | $1.57M | 1.47% | +10.0% | Added |
| All Season Financial Advisors, Inc. | 6,760 | $1.58M | 1.34% | +27+0.4% | Added |
| Rocky Mountain Advisers, LLC | 6,761 | $1.58M | 0.48% | +10.0% | Added |
| Sensible Financial Planning & Management, LLC. | 6,770 | $1.58M | 0.31% | +6,770 | New |
| Newport Capital Group, LLC | 6,770 | $1.58M | 1.16% | +416+6.5% | Added |
| Eagle Bluffs Wealth Management LLC | 6,775 | $1.58M | 0.85% | 00.0% | Unchanged |
| Partners in Financial Planning | 6,782 | $1.58M | 0.32% | −10.0% | Reduced |
| Ascension Capital Advisors, Inc. | 6,785 | $1.58M | 0.74% | −304−4.3% | Reduced |
| Cannon Financial Strategists, Inc. | 6,798 | $1.58M | 0.28% | +4,123+154.1% | Added |
| PFG Private Wealth Management, LLC | 6,799 | $1.58M | 0.92% | −14−0.2% | Reduced |
| Biltmore Wealth Management, LLC | 6,827 | $1.59M | 0.65% | −206−2.9% | Reduced |
| Continental Investors Services, Inc. | 7,048 | $1.59M | 3.28% | −253−3.5% | Reduced |
| D. Scott Neal, Inc. | 6,847 | $1.60M | 0.84% | −10−0.1% | Reduced |
| Motiv8 Investments LLC | 6,850 | $1.60M | 1.07% | −729−9.6% | Reduced |
| Arkansas Financial Group, Inc. | 6,863 | $1.60M | 0.26% | +2,187+46.8% | Added |
| Trellis Wealth Advisors LLC | 6,865 | $1.60M | 0.80% | +2,777+67.9% | Added |
| Gibson Wealth Advisors LLC | 6,895 | $1.61M | 1.31% | +10.0% | Added |
| Baron Financial Group, LLC | 6,899 | $1.61M | 0.98% | −168−2.4% | Reduced |
| Albert D Mason Inc | 6,931 | $1.61M | 1.03% | −101−1.4% | Reduced |
| Shelton Wealth Management, LLC | 6,931 | $1.61M | 0.92% | +110+1.6% | Added |
| Mason Investment Advisory Services, Inc. | 6,933 | $1.62M | 0.09% | −818−10.6% | Reduced |
| Axecap Investments, LLC | 6,943 | $1.62M | 1.23% | +6,943 | New |
| Instrumental Wealth, LLC | 7,007 | $1.62M | 1.58% | +95+1.4% | Added |
| Stephenson & Company, Inc. | 6,964 | $1.62M | 1.10% | −24−0.3% | Reduced |
| Mason & Associates, LLC | 6,984 | $1.63M | 0.50% | 00.0% | Unchanged |
| Gunderson Capital Management Inc. | 6,993 | $1.63M | 0.69% | +2,331+50.0% | Added |
| Jordan Park Group LLC | 7,000 | $1.63M | 0.11% | +7,000 | New |
| Fortis Advisors, LLC | 7,005 | $1.63M | 1.06% | +4+0.1% | Added |
| Earnest Partners LLC | 7,016 | $1.63M | 0.01% | −118−1.7% | Reduced |
| HighMark Wealth Management LLC | 7,030 | $1.64M | 0.90% | +88+1.3% | Added |
| SWMG, LLC | 7,280 | $1.64M | 0.68% | +5,827+401.0% | Added |
| Marshall Financial Group Inc | 7,045 | $1.64M | 0.50% | +20.0% | Added |
| Stone Run Capital, LLC | 7,080 | $1.65M | 0.61% | 00.0% | Unchanged |
| SFM, LLC | 7,089 | $1.65M | 1.24% | −78−1.1% | Reduced |