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 |
|---|---|---|---|---|---|
| Naples Global Advisors, LLC | 193,581 | $45.1M | 4.19% | −4,327−2.2% | Reduced |
| Invictus Private Wealth, LLC | 193,547 | $45.1M | 3.57% | −584−0.3% | Reduced |
| Fiduciary Alliance LLC | 193,392 | $45.1M | 5.98% | +33,056+20.6% | Added |
| Rice Partnership, LLC | 193,127 | $45.0M | 9.06% | −2,043−1.0% | Reduced |
| Blue Investment Partners LLC | 192,821 | $44.9M | 18.52% | +1,250+0.7% | Added |
| Pacific Global Investment Management CO | 192,690 | $44.9M | 8.11% | −7,882−3.9% | Reduced |
| Bowie Capital Management, LLC | 192,126 | $44.8M | 2.52% | +7,007+3.8% | Added |
| Trivest Advisors Ltd | 192,000 | $44.7M | 2.54% | −341,360−64.0% | Reduced |
| Trajan Wealth LLC | 191,920 | $44.7M | 2.64% | +16,707+9.5% | Added |
| SP Asset Management LLC | 191,434 | $44.6M | 3.70% | −1,247−0.6% | Reduced |
| Edge Wealth Management LLC | 191,320 | $44.6M | 8.94% | −1,372−0.7% | Reduced |
| CoreCap Advisors, LLC | 190,917 | $44.5M | 2.09% | +190,917 | New |
| BKD Wealth Advisors, LLC | 190,635 | $44.4M | 1.02% | +14,071+8.0% | Added |
| WestEnd Advisors, LLC | 190,504 | $44.4M | 1.09% | −30,217−13.7% | Reduced |
| NBC Securities, Inc. | 190,366 | $44.4M | 3.72% | +1,169+0.6% | Added |
| Boston Common Asset Management, LLC | 190,272 | $44.3M | 1.16% | −13,163−6.5% | Reduced |
| Texas Yale Capital Corp. | 190,183 | $44.3M | 1.93% | −801−0.4% | Reduced |
| Cassaday & Co Wealth Management LLC | 190,035 | $44.3M | 1.25% | −5,736−2.9% | Reduced |
| Apexium Financial, LP | 189,973 | $44.3M | 2.92% | +355+0.2% | Added |
| Cascade Financial Partners, LLC | 186,989 | $44.1M | 5.53% | −1,795−1.0% | Reduced |
| Larson Financial Group LLC | 188,001 | $43.8M | 2.49% | +36,010+23.7% | Added |
| Winslow Asset Management Inc | 187,935 | $43.8M | 8.10% | −3,913−2.0% | Reduced |
| Nilsine Partners, LLC | 187,125 | $43.6M | 5.65% | −2,681−1.4% | Reduced |
| TBH Global Asset Management, LLC | 186,825 | $43.5M | 9.50% | −3,070−1.6% | Reduced |
| Harvest Portfolios Group Inc. | 186,516 | $43.5M | 1.44% | −35,809−16.1% | Reduced |
| Seizert Capital Partners, LLC | 186,468 | $43.4M | 1.96% | +2,608+1.4% | Added |
| Americana Partners, LLC | 186,062 | $43.4M | 2.96% | +15,079+8.8% | Added |
| Trybe Capital Management LP | 186,042 | $43.3M | 15.04% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 185,967 | $43.3M | 4.85% | −10,452−5.3% | Reduced |
| K.J. Harrison & Partners Inc | 183,054 | $43.3M | 6.54% | −32,970−15.3% | Reduced |
| Penn Davis McFarland Inc | 185,781 | $43.3M | 4.87% | +20,461+12.4% | Added |
| Liontrust Investment Partners LLP | 205,466 | $43.3M | 0.61% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 185,643 | $43.3M | 4.03% | +25,001+15.6% | Added |
| Northstar Asset Management LLC | 185,267 | $43.2M | 9.89% | −740−0.4% | Reduced |
| Lyell Wealth Management, LP | 184,977 | $43.1M | 3.92% | +576+0.3% | Added |
| Ronald Blue Trust, Inc. | 204,525 | $43.1M | 0.56% | +56,525+38.2% | Added |
| City of London Investment Management Co Ltd | 184,534 | $43.0M | 3.73% | −28,780−13.5% | Reduced |
| Sabal Trust CO | 184,343 | $43.0M | 2.34% | +27,840+17.8% | Added |
| Confluence Wealth Services, Inc. | 183,917 | $42.9M | 3.13% | −1,372−0.7% | Reduced |
| German American Bancorp, Inc. | 183,768 | $42.8M | 4.53% | +11,722+6.8% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 183,698 | $42.8M | 7.96% | −3,600−1.9% | Reduced |
| Aire Advisors, LLC | 183,395 | $42.7M | 9.46% | −686−0.4% | Reduced |
| Geneos Wealth Management Inc. | 183,254 | $42.7M | 1.63% | +10,616+6.1% | Added |
| Washington Trust Bank | 183,241 | $42.7M | 4.09% | −3,418−1.8% | Reduced |
| Parcion Private Wealth LLC | 183,060 | $42.7M | 3.55% | −1,363−0.7% | Reduced |
| Strategic Advisors LLC | 182,792 | $42.6M | 7.94% | −25,309−12.2% | Reduced |
| Coastline Trust Co | 182,770 | $42.6M | 5.00% | −9,123−4.8% | Reduced |
| Avitas Wealth Management LLC | 182,767 | $42.6M | 5.99% | −5,151−2.7% | Reduced |
| Douglas Lane & Associates, LLC | 182,640 | $42.6M | 0.58% | −8,487−4.4% | Reduced |
| Wealth Architects, LLC | 182,203 | $42.5M | 4.80% | +12,052+7.1% | Added |
| Mark Asset Management LP | 181,906 | $42.4M | 5.24% | −776−0.4% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 181,888 | $42.4M | 6.91% | −366−0.2% | Reduced |
| TruWealth Advisors, LLC | 181,552 | $42.3M | 2.59% | +1,441+0.8% | Added |
| Oak Grove Capital LLC | 180,487 | $42.1M | 9.31% | +5,642+3.2% | Added |
| Arthur M. Cohen & Associates, LLC | 185,877 | $42.1M | 7.60% | −511−0.3% | Reduced |
| CSM Advisors, LLC | 179,905 | $41.9M | 2.73% | −15,457−7.9% | Reduced |
| Good Life Advisors, LLC | 179,865 | $41.9M | 2.58% | +5,803+3.3% | Added |
| Legacy Private Trust Co. | 179,826 | $41.9M | 2.82% | +2,511+1.4% | Added |
| Woodmont Investment Counsel LLC | 179,658 | $41.9M | 3.15% | −873−0.5% | Reduced |
| PFG Advisors | 179,572 | $41.8M | 2.64% | −6,436−3.5% | Reduced |
| Rothschild Capital Partners, LLC | 179,478 | $41.8M | 11.66% | +226+0.1% | Added |
| ARS Wealth Advisors Group, LLC | 179,334 | $41.8M | 5.13% | +1,492+0.8% | Added |
| Avidian Wealth Solutions, LLC | 178,930 | $41.7M | 1.89% | −2,823−1.6% | Reduced |
| Shared Vision Wealth Group LLC | 178,919 | $41.7M | 22.27% | −120−0.1% | Reduced |
| Kovack Advisors, Inc. | 178,382 | $41.6M | 4.40% | −5,969−3.2% | Reduced |
| Buckingham Capital Management, Inc. | 177,896 | $41.4M | 4.74% | −4,509−2.5% | Reduced |
| WP Advisors, LLC | 177,794 | $41.4M | 15.14% | −1,689−0.9% | Reduced |
| Qtron Investments LLC | 177,284 | $41.3M | 5.64% | −1,055−0.6% | Reduced |
| River Wealth Advisors LLC | 177,111 | $41.3M | 5.50% | +344+0.2% | Added |
| Bank of Hawaii | 176,801 | $41.2M | 1.72% | −292−0.2% | Reduced |
| Barr E S & Co | 176,729 | $41.2M | 2.57% | −488−0.3% | Reduced |
| Strategic Wealth Designers | 181,847 | $41.1M | 4.41% | −49,433−21.4% | Reduced |
| Lake Street Financial LLC | 176,331 | $41.1M | 6.58% | −41,462−19.0% | Reduced |
| Cercano Management LLC | 176,043 | $41.0M | 0.98% | −238,765−57.6% | Reduced |
| DDD Partners, LLC | 176,006 | $41.0M | 4.45% | −9,333−5.0% | Reduced |
| Checchi Capital Advisers, LLC | 175,228 | $40.8M | 3.04% | −9,869−5.3% | Reduced |
| Novare Capital Management LLC | 174,909 | $40.8M | 3.45% | −2,920−1.6% | Reduced |
| Cyndeo Wealth Partners, LLC | 174,698 | $40.7M | 2.84% | +46,261+36.0% | Added |
| Campbell Capital Management Inc | 174,474 | $40.7M | 16.11% | −617−0.4% | Reduced |
| Ironwood Financial, llc | 174,405 | $40.6M | 8.54% | −23,115−11.7% | Reduced |
| Callahan Advisors, LLC | 174,243 | $40.6M | 3.96% | −557−0.3% | Reduced |
| L.M. Kohn & Company | 174,072 | $40.6M | 10.28% | −633−0.4% | Reduced |
| AIA Group Ltd | 173,990 | $40.5M | 1.05% | +2,495+1.5% | Added |
| Shufro Rose & Co LLC | 192,155 | $40.5M | 3.30% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 173,325 | $40.4M | 5.37% | −24,572−12.4% | Reduced |
| Grove Bank & Trust | 173,323 | $40.4M | 5.97% | +10,280+6.3% | Added |
| Avantax Planning Partners, Inc. | 173,240 | $40.4M | 1.45% | −15,597−8.3% | Reduced |
| Manitou Investment Management Ltd. | 173,187 | $40.4M | 7.68% | −18,849−9.8% | Reduced |
| JLB & Associates Inc | 172,682 | $40.2M | 5.18% | −4,001−2.3% | Reduced |
| Woodstock Corp | 172,459 | $40.2M | 3.87% | −7,508−4.2% | Reduced |
| Zullo Investment Group, Inc. | 172,402 | $40.2M | 16.68% | +1,055+0.6% | Added |
| Smithbridge Asset Management Inc | 171,895 | $40.1M | 6.90% | +31,608+22.5% | Added |
| Vantage Investment Partners, LLC | 171,865 | $40.0M | 3.36% | −46,891−21.4% | Reduced |
| TriaGen Wealth Management LLC | 171,691 | $40.0M | 13.40% | +98,984+136.1% | Added |
| Bordeaux Wealth Advisors LLC | 171,682 | $40.0M | 7.24% | +3,006+1.8% | Added |
| Parkside Financial Bank & Trust | 171,474 | $40.0M | 5.58% | +2,762+1.6% | Added |
| Berger Financial Group, Inc | 171,186 | $39.9M | 2.88% | +3,731+2.2% | Added |
| Draper Asset Management, LLC | 170,976 | $39.8M | 28.77% | −2,122−1.2% | Reduced |
| Synergy Financial Management, LLC | 170,552 | $39.7M | 6.04% | +51,648+43.4% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 170,327 | $39.7M | 0.91% | +74,306+77.4% | Added |