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 |
|---|---|---|---|---|---|
| Seneca Financial Advisors LLC | 7,099 | $1.65M | 0.80% | −272−3.7% | Reduced |
| Kanen Wealth Management LLC | 7,100 | $1.65M | 0.88% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 7,115 | $1.66M | 0.82% | −1,753−19.8% | Reduced |
| Paragon Advisors, LLC | 7,128 | $1.66M | 0.54% | +370+5.5% | Added |
| Prepared Retirement Institute LLC | 7,147 | $1.67M | 1.01% | −43−0.6% | Reduced |
| Prentiss Smith & Co Inc | 7,174 | $1.67M | 1.07% | 00.0% | Unchanged |
| Proquility Private Wealth Partners, LLC | 7,181 | $1.67M | 0.54% | −1,170−14.0% | Reduced |
| Advisory Research Inc | 7,194 | $1.68M | 0.30% | +1,003+16.2% | Added |
| Defender Capital, LLC. | 7,195 | $1.68M | 0.56% | −598−7.7% | Reduced |
| Braun-Bostich & Associates Inc. | 7,196 | $1.68M | 1.17% | −708−9.0% | Reduced |
| Bayshore Asset Management, LLC | 7,210 | $1.68M | 0.75% | −75−1.0% | Reduced |
| FSA Advisors, Inc. | 7,698 | $1.68M | 1.68% | −207−2.6% | Reduced |
| Financial Sense Advisors, Inc. | 7,259 | $1.69M | 0.47% | −132−1.8% | Reduced |
| USA Financial Portformulas Corp | 7,260 | $1.69M | 0.26% | +7,230+24,100.0% | Added |
| Strategic Point Investment Advisors, LLC | 7,262 | $1.69M | 0.28% | 00.0% | Unchanged |
| Sanchez Wealth Management Group | 7,267 | $1.69M | 0.52% | +47+0.7% | Added |
| Gainplan LLC | 8,049 | $1.70M | 0.80% | +6,669+483.3% | Added |
| Barnes Pettey Financial Advisors, LLC | 7,278 | $1.70M | 1.35% | −1,049−12.6% | Reduced |
| Robinswood Financial LLC | 7,282 | $1.70M | 0.63% | +152+2.1% | Added |
| ACT Advisors, LLC. | 7,299 | $1.70M | 0.80% | +277+3.9% | Added |
| TCM Advisors, LLC | – | $1.70M | 1.41% | – | – |
| GGM Financials LLC | 7,324 | $1.71M | 1.47% | +189+2.6% | Added |
| Plum Street Advisors, LLC | 7,334 | $1.71M | 0.87% | +2,540+53.0% | Added |
| Lowery Thomas, LLC | 7,337 | $1.71M | 1.16% | −270−3.5% | Reduced |
| Boston Mountain Money Management Inc | 7,349 | $1.71M | 0.99% | −105−1.4% | Reduced |
| Shore Point Advisors, LLC | 7,349 | $1.71M | 0.92% | −20.0% | Reduced |
| Aufman Associates Inc | 7,350 | $1.71M | 1.10% | −218−2.9% | Reduced |
| Millington Financial Advisors, LLC | 7,374 | $1.72M | 1.07% | −1,466−16.6% | Reduced |
| Stegent Equity Advisors, Inc. | 7,421 | $1.73M | 1.91% | −466−5.9% | Reduced |
| Probity Advisors, Inc. | 7,423 | $1.73M | 0.33% | −189−2.5% | Reduced |
| National Wealth Management Group, LLC | 7,424 | $1.73M | 1.17% | −217−2.8% | Reduced |
| Yost Capital Management, LP | 7,430 | $1.73M | 1.79% | 00.0% | Unchanged |
| Sippican Capital Advisors | 7,436 | $1.73M | 1.21% | 00.0% | Unchanged |
| Foguth Wealth Management, LLC. | 7,677 | $1.73M | 0.63% | −760−9.0% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 7,446 | $1.73M | 0.53% | −4,900−39.7% | Reduced |
| Gibson Capital, LLC | 7,454 | $1.74M | 0.35% | 00.0% | Unchanged |
| Tandem Investment Advisors, Inc. | 7,522 | $1.75M | 0.07% | +1,808+31.6% | Added |
| Oliver Luxxe Assets LLC | 7,532 | $1.75M | 0.31% | −164−2.1% | Reduced |
| Slocum, Gordon & Co LLP | 7,536 | $1.76M | 0.71% | −1,000−11.7% | Reduced |
| Asset Allocation Strategies LLC | 7,581 | $1.77M | 0.50% | +589+8.4% | Added |
| Schwartz Investment Counsel Inc | 7,600 | $1.77M | 0.06% | −100−1.3% | Reduced |
| VitalStone Financial, LLC | 7,611 | $1.77M | 1.21% | −584−7.1% | Reduced |
| Morris Financial Concepts, Inc. | 7,626 | $1.78M | 0.76% | +684+9.9% | Added |
| Plan Group Financial, LLC | 7,629 | $1.78M | 0.94% | +1,232+19.3% | Added |
| Dogwood Wealth Management LLC | 7,640 | $1.78M | 1.02% | +110+1.5% | Added |
| New England Capital Financial Advisors LLC | 7,648 | $1.78M | 0.93% | −59−0.8% | Reduced |
| Ballew Advisors, Inc | 7,770 | $1.78M | 1.20% | +23+0.3% | Added |
| Hubbell Strickland Wealth Management, LLC | 7,685 | $1.79M | 0.84% | +80+1.1% | Added |
| RTD Financial Advisors, Inc. | 7,699 | $1.79M | 0.23% | +157+2.1% | Added |
| Horizon Family Wealth, Inc. | 7,799 | $1.82M | 1.30% | −930−10.7% | Reduced |
| Cedar Wealth Management, LLC | 7,801 | $1.82M | 0.56% | −735−8.6% | Reduced |
| Osprey Private Wealth LLC | 7,810 | $1.82M | 1.27% | +7,810 | New |
| RMR Capital Management, LLC | 7,832 | $1.82M | 1.55% | 00.0% | Unchanged |
| FF Advisors,LLC | 7,898 | $1.83M | 1.19% | +300+3.9% | Added |
| Holland Advisory Services, Inc. | 7,845 | $1.83M | 2.39% | −228−2.8% | Reduced |
| Penney Financial, LLC | 7,852 | $1.83M | 1.25% | +124+1.6% | Added |
| ARK & TLK Investments, LLC | 7,855 | $1.83M | 0.65% | 00.0% | Unchanged |
| Beck Bode, LLC | 7,855 | $1.83M | 0.34% | −529−6.3% | Reduced |
| RiverGlades Family Offices LLC | 7,871 | $1.83M | 1.31% | +20+0.3% | Added |
| Orgel Wealth Management, LLC | 7,898 | $1.84M | 0.05% | −597−7.0% | Reduced |
| Legend Financial Advisors, Inc. | 7,911 | $1.84M | 1.27% | −1,006−11.3% | Reduced |
| Copperleaf Capital, LLC | 7,936 | $1.85M | 1.42% | −895−10.1% | Reduced |
| Costello Asset Management, INC | 7,939 | $1.85M | 1.24% | +620+8.5% | Added |
| Horrell Capital Management, Inc. | 7,946 | $1.85M | 0.55% | −99−1.2% | Reduced |
| Intrepid Capital Management Inc | 7,957 | $1.85M | 1.03% | −310−3.7% | Reduced |
| BW Gestao de Investimentos Ltda. | 7,966 | $1.86M | 0.31% | +2,370+42.4% | Added |
| Lifestyle Asset Management, Inc. | 7,992 | $1.86M | 1.03% | +51+0.6% | Added |
| America First Investment Advisors, LLC | 7,998 | $1.86M | 0.42% | 00.0% | Unchanged |
| DCF Advisers, LLC | 8,000 | $1.86M | 0.96% | −10,000−55.6% | Reduced |
| Aristotle Capital Management, LLC | 8,000 | $1.86M | 0.00% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 8,007 | $1.87M | 0.03% | −350−4.2% | Reduced |
| Essential Planning, LLC. | 8,024 | $1.87M | 0.77% | −381−4.5% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 8,036 | $1.87M | 1.15% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 8,143 | $1.87M | 0.82% | −912−10.1% | Reduced |
| Nordwand Advisors, LLC | 8,050 | $1.88M | 0.50% | −457−5.4% | Reduced |
| White Wing Wealth Management | 8,062 | $1.88M | 1.45% | −81−1.0% | Reduced |
| Brown Wealth Management, LLC | 8,063 | $1.88M | 0.68% | +606+8.1% | Added |
| Interactive Financial Advisors | 8,096 | $1.89M | 0.97% | 00.0% | Unchanged |
| Schwab Charitable Fund | 8,100 | $1.89M | 0.05% | 00.0% | Unchanged |
| Verdad Advisers, LP | 8,120 | $1.89M | 2.53% | +6,059+294.0% | Added |
| McNaughton Wealth Management, LLC | 8,126 | $1.89M | 0.92% | −319−3.8% | Reduced |
| Naples Money Management LLC | 8,128 | $1.89M | 1.60% | +12+0.1% | Added |
| Eubel Brady & Suttman Asset Management Inc | 8,136 | $1.90M | 0.25% | −966−10.6% | Reduced |
| Virtus Investment Advisers, Inc. | 8,148 | $1.90M | 1.49% | −1,875−18.7% | Reduced |
| Golden Road Advisors LLC | 8,153 | $1.90M | 1.49% | −181−2.2% | Reduced |
| Cypress Financial Planning LLC | 8,173 | $1.90M | 0.70% | +256+3.2% | Added |
| McNamara Financial Services, Inc. | 8,176 | $1.91M | 0.38% | −136−1.6% | Reduced |
| Tolleson Wealth Management, Inc. | 8,179 | $1.91M | 0.36% | −37−0.5% | Reduced |
| Matthew Goff Investment Advisor, LLC | 8,203 | $1.91M | 0.36% | −2,194−21.1% | Reduced |
| CM Wealth Advisors LLC | 8,219 | $1.92M | 0.62% | 00.0% | Unchanged |
| Thornburg Investment Management Inc | 8,230 | $1.92M | 0.02% | +3,335+68.1% | Added |
| Trevian Wealth Management LLC | 8,240 | $1.92M | 1.57% | +10.0% | Added |
| Guidance Point Advisors, LLC | 8,265 | $1.93M | 0.56% | −60−0.7% | Reduced |
| Easterly Investment Partners LLC | 8,267 | $1.93M | 0.15% | 00.0% | Unchanged |
| Code Waechter LLC | 8,272 | $1.93M | 1.84% | +8,272 | New |
| Oakwell Private Wealth Management, LLC | 8,289 | $1.93M | 0.56% | −428−4.9% | Reduced |
| Leicht Financial Planning & Wealth Management, Inc. | 8,291 | $1.93M | 0.97% | +202+2.5% | Added |
| LifePro Asset Management | 8,313 | $1.94M | 1.19% | +752+9.9% | Added |
| BCM Advisors, LLC | 8,736 | $1.94M | 0.45% | +213+2.5% | Added |
| Elevate Wealth Advisory, Inc | 8,344 | $1.94M | 1.44% | +20.0% | Added |