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 |
|---|---|---|---|---|---|
| Webster Bank, N. A. | 224,579 | $52.3M | 5.57% | −9,881−4.2% | Reduced |
| CapitalatWork S.A. | 223,163 | $52.0M | 1.77% | −334,140−60.0% | Reduced |
| Fiduciary Group LLC | 222,534 | $51.9M | 5.25% | +387+0.2% | Added |
| SFMG, LLC | 222,415 | $51.8M | 4.20% | −2,108−0.9% | Reduced |
| Formidable Asset Management, LLC | 221,889 | $51.7M | 8.26% | −4,818−2.1% | Reduced |
| Pallas Capital Advisors LLC | 223,982 | $51.6M | 2.21% | +7,365+3.4% | Added |
| Churchill Management Corp | 220,910 | $51.5M | 0.59% | +3,348+1.5% | Added |
| Trust Co of Toledo NA | 220,445 | $51.4M | 6.95% | −1,388−0.6% | Reduced |
| Greenwood Gearhart Inc | 220,439 | $51.4M | 4.27% | +13,907+6.7% | Added |
| Trexquant Investment LP | 220,358 | $51.3M | 0.65% | +22,604+11.4% | Added |
| JGP Wealth Management, LLC | 219,895 | $51.2M | 6.60% | +10,945+5.2% | Added |
| Nan Shan Life Insurance Co., Ltd. | 219,189 | $51.1M | 1.20% | −236,575−51.9% | Reduced |
| Equitable Trust Co | 218,913 | $51.0M | 3.27% | +928+0.4% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 218,804 | $51.0M | 4.07% | +3,222+1.5% | Added |
| Spinnaker Trust | 218,563 | $50.9M | 3.14% | −1,589−0.7% | Reduced |
| Visionary Wealth Advisors | 218,526 | $50.9M | 3.10% | −3,710−1.7% | Reduced |
| Physicians Financial Services, Inc. | 218,429 | $50.9M | 15.83% | −2,638−1.2% | Reduced |
| Wedmont Private Capital | 229,507 | $50.9M | 2.90% | +24,928+12.2% | Added |
| Fidelis Capital Partners, LLC | 220,444 | $50.9M | 6.06% | +14,616+7.1% | Added |
| Graypoint LLC | 218,290 | $50.9M | 3.26% | −4,020−1.8% | Reduced |
| Alps Advisors Inc | 218,010 | $50.8M | 0.34% | −12,514−5.4% | Reduced |
| Bristlecone Advisors, LLC | 217,230 | $50.6M | 4.06% | +7,205+3.4% | Added |
| Verdence Capital Advisors LLC | 217,010 | $50.6M | 4.03% | +1,819+0.8% | Added |
| Secure Asset Management, LLC | 216,557 | $50.5M | 8.52% | +7,112+3.4% | Added |
| GYL Financial Synergies, LLC | 216,537 | $50.5M | 3.79% | −7,519−3.4% | Reduced |
| Community Bank & Trust, Waco, Texas | 216,411 | $50.4M | 11.36% | +1,197+0.6% | Added |
| Blue Chip Partners, Inc. | 216,003 | $50.3M | 4.37% | −2,819−1.3% | Reduced |
| Wealthcare Advisory Partners LLC | 215,946 | $50.3M | 1.43% | −2,363−1.1% | Reduced |
| Elite Wealth Management, Inc. | 215,308 | $50.2M | 11.54% | −8,482−3.8% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 215,217 | $50.1M | 2.70% | +1,304+0.6% | Added |
| Cullen Investment Group, Ltd. | 215,198 | $50.1M | 7.48% | −4,791−2.2% | Reduced |
| CORDA Investment Management, LLC. | 215,174 | $50.1M | 3.91% | −7,348−3.3% | Reduced |
| Mullaney, Keating & Wright, Inc. | 215,092 | $50.1M | 34.79% | −434−0.2% | Reduced |
| Balyasny Asset Management LLC | 215,008 | $50.1M | 0.13% | −2,409,338−91.8% | Reduced |
| Keywise Capital Management (HK) Ltd | 214,600 | $50.0M | 4.99% | +900+0.4% | Added |
| Private Advisory Group LLC | 214,353 | $49.9M | 6.29% | −4,229−1.9% | Reduced |
| Alberta Investment Management Corp | 214,000 | $49.9M | 0.43% | +102,600+92.1% | Added |
| Dorsey & Whitney Trust CO LLC | 212,614 | $49.5M | 2.63% | +21,875+11.5% | Added |
| ClariVest Asset Management LLC | 234,802 | $49.5M | 5.05% | 00.0% | Unchanged |
| Tompkins Financial Corp | 212,004 | $49.4M | 4.73% | −531−0.2% | Reduced |
| Cypress Capital Group | 211,745 | $49.3M | 5.54% | −2,441−1.1% | Reduced |
| Fagan Associates, Inc. | 211,659 | $49.3M | 8.29% | −2,252−1.1% | Reduced |
| Petredis Investment Advisors LLC | 211,287 | $49.2M | 5.24% | +575+0.3% | Added |
| American Assets Investment Management, LLC | 210,000 | $48.9M | 4.28% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 209,312 | $48.8M | 3.36% | −54,838−20.8% | Reduced |
| Soltis Investment Advisors LLC | 209,065 | $48.7M | 4.76% | +11,612+5.9% | Added |
| GM Advisory Group, Inc. | 208,310 | $48.5M | 2.91% | +2,267+1.1% | Added |
| Estabrook Capital Management | 208,205 | $48.5M | 7.23% | −2,093−1.0% | Reduced |
| Blue Fin Capital, Inc. | 208,179 | $48.5M | 9.22% | −702−0.3% | Reduced |
| Resources Management Corp | 207,656 | $48.4M | 6.53% | +3,558+1.7% | Added |
| BancorpSouth Bank | 207,429 | $48.3M | 3.33% | −950−0.5% | Reduced |
| BTC Capital Management, Inc. | 207,284 | $48.3M | 4.29% | −6,701−3.1% | Reduced |
| Oakworth Capital, Inc. | 207,271 | $48.3M | 3.35% | −13,935−6.3% | Reduced |
| Rossmore Private Capital | 207,305 | $48.3M | 5.97% | −1,116−0.5% | Reduced |
| Waycross Partners, LLC | 207,105 | $48.3M | 6.67% | +18,859+10.0% | Added |
| Lake Street Advisors Group, LLC | 206,918 | $48.2M | 2.23% | −6,575−3.1% | Reduced |
| Greenwich Wealth Management LLC | 206,529 | $48.1M | 3.27% | +1,718+0.8% | Added |
| Csenge Advisory Group | 211,074 | $48.0M | 2.50% | −3,302−1.5% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 205,599 | $47.9M | 5.22% | +1,132+0.6% | Added |
| Hallmark Capital Management Inc | 205,177 | $47.8M | 3.54% | +2,579+1.3% | Added |
| Ascent Group, LLC | 205,001 | $47.8M | 3.62% | −5,989−2.8% | Reduced |
| Johnson Financial Group, Inc. | 204,685 | $47.7M | 2.18% | −3,056−1.5% | Reduced |
| EverSource Wealth Advisors, LLC | 203,947 | $47.5M | 3.01% | −2,413−1.2% | Reduced |
| Mather Group, LLC. | 203,473 | $47.4M | 0.61% | −199,566−49.5% | Reduced |
| Capital Analysts, LLC | 203,221 | $47.4M | 1.93% | +20,856+11.4% | Added |
| Executive Wealth Management, LLC | 203,080 | $47.3M | 3.71% | +203,080 | New |
| Principal Securities, Inc. | 202,881 | $47.3M | 1.14% | +21,439+11.8% | Added |
| Centaurus Financial, Inc. | 202,442 | $47.2M | 3.00% | +4,306+2.2% | Added |
| Egerton Capital (UK) LLP | 201,738 | $47.0M | 0.47% | +201,738 | New |
| Waldron Private Wealth LLC | 201,703 | $47.0M | 1.95% | +962+0.5% | Added |
| CRA Financial Services, LLC | 200,985 | $46.8M | 8.59% | −586−0.3% | Reduced |
| Keystone Financial Group | 200,899 | $46.8M | 5.99% | −3,108−1.5% | Reduced |
| Renaissance Group LLC | 200,542 | $46.7M | 1.92% | −9,390−4.5% | Reduced |
| Unigestion Holding SA | 200,231 | $46.7M | 2.25% | +156,535+358.2% | Added |
| GAMMA Investing LLC | 200,214 | $46.6M | 4.62% | +51,842+34.9% | Added |
| Honeycomb Asset Management LP | 200,000 | $46.6M | 18.36% | −50,000−20.0% | Reduced |
| Zhang Financial LLC | 199,665 | $46.5M | 2.94% | +1,701+0.9% | Added |
| WCG Wealth Advisors LLC | 198,765 | $46.3M | 3.13% | +460+0.2% | Added |
| Kennedy Capital Management, Inc. | 198,593 | $46.3M | 1.02% | +43,301+27.9% | Added |
| Once Capital Management, LLC | 197,850 | $46.1M | 20.91% | +134,400+211.8% | Added |
| Thompson Siegel & Walmsley LLC | 197,768 | $46.1M | 0.69% | −12,623−6.0% | Reduced |
| Jackson Wealth Management, LLC | 197,641 | $46.0M | 5.50% | +87,887+80.1% | Added |
| Ycg, LLC | 197,501 | $46.0M | 3.55% | +476+0.2% | Added |
| Culbertson A N & Co Inc | 197,421 | $46.0M | 7.41% | −4,456−2.2% | Reduced |
| Madison Asset Management, LLC | 197,303 | $46.0M | 0.52% | −3,796−1.9% | Reduced |
| Valmark Advisers, Inc. | 197,176 | $45.9M | 0.72% | +1,998+1.0% | Added |
| One Wealth Advisors, LLC | 197,106 | $45.9M | 7.05% | +14,032+7.7% | Added |
| Kinneret Advisory, LLC | 196,631 | $45.8M | 4.20% | −2,576−1.3% | Reduced |
| American National Bank | 196,243 | $45.7M | 5.39% | −227−0.1% | Reduced |
| Bridgewater Advisors Inc. | 195,646 | $45.7M | 4.79% | −259−0.1% | Reduced |
| Nations Financial Group Inc, | 195,351 | $45.5M | 3.30% | +6,515+3.5% | Added |
| GTS Securities LLC | 195,212 | $45.5M | 0.91% | −99,015−33.7% | Reduced |
| BBR Partners, LLC | 195,056 | $45.4M | 3.46% | −3,844−1.9% | Reduced |
| Fullerton Fund Management Co Ltd. | 195,012 | $45.4M | 1.91% | −179,238−47.9% | Reduced |
| Octavia Wealth Advisors, LLC | 194,974 | $45.4M | 5.60% | −16,503−7.8% | Reduced |
| Hendershot Investments Inc. | 194,831 | $45.4M | 6.17% | −22,137−10.2% | Reduced |
| Principal Street Partners, LLC | 215,308 | $45.4M | 7.42% | +107,022+98.8% | Added |
| Change Path, LLC | 194,628 | $45.3M | 1.54% | +55,478+39.9% | Added |
| Venturi Wealth Management, LLC | 194,502 | $45.3M | 2.37% | +9,738+5.3% | Added |
| MayTech Global Investments, LLC | 194,132 | $45.2M | 5.97% | +22,284+13.0% | Added |