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 8 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
- 5,106
- +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
- 2,001 more added
- Sold out
- 132
- 2,629 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 | 6,135 | $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 | 4,403 | $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 |
|---|---|---|---|---|---|
| Mengis Capital Management, Inc. | 170,006 | $39.6M | 7.79% | −6,602−3.7% | Reduced |
| Mirabaud & Cie SA | 169,657 | $39.5M | 11.49% | +88,927+110.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 169,679 | $39.5M | 1.57% | −3,387−2.0% | Reduced |
| Fiduciary Financial Group, LLC | 174,987 | $39.5M | 9.07% | +5,134+3.0% | Added |
| Sittner & Nelson, LLC | 169,425 | $39.5M | 17.65% | −393−0.2% | Reduced |
| Mitchell Capital Management Co | 169,079 | $39.4M | 6.88% | +5,647+3.5% | Added |
| Pure Financial Advisors, Inc. | 169,060 | $39.4M | 0.95% | −1,213−0.7% | Reduced |
| GHP Investment Advisors, Inc. | 168,984 | $39.4M | 1.81% | −4,495−2.6% | Reduced |
| Perennial Investment Advisors, LLC | 168,817 | $39.3M | 5.11% | −141−0.1% | Reduced |
| Miller Wealth Advisors, LLC | 169,140 | $39.3M | 21.40% | −3,042−1.8% | Reduced |
| Knuff & Co LLC | 168,077 | $39.2M | 11.95% | +417+0.2% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 168,038 | $39.2M | 6.67% | −1,422−0.8% | Reduced |
| SignalPoint Asset Management, LLC | 171,820 | $39.1M | 9.14% | −1,957−1.1% | Reduced |
| Sage Capital Advisors,llc | 167,854 | $39.1M | 10.21% | −8,244−4.7% | Reduced |
| Azzad Asset Management Inc | 167,486 | $39.0M | 4.38% | −1,265−0.7% | Reduced |
| Rokos Capital Management LLP | 167,433 | $39.0M | 1.37% | +167,433 | New |
| United Bank | 167,042 | $38.9M | 4.53% | +662+0.4% | Added |
| Trust Asset Management LLC | 166,876 | $38.9M | 3.10% | −2,636−1.6% | Reduced |
| Saybrook Capital | 166,747 | $38.9M | 10.97% | −15,093−8.3% | Reduced |
| First National Advisers, LLC | 166,023 | $38.7M | 6.17% | +13,097+8.6% | Added |
| Wedgewood Partners Inc | 171,782 | $38.7M | 7.02% | −1,758−1.0% | Reduced |
| CBOE Vest Financial, LLC | 165,771 | $38.6M | 0.74% | +33,826+25.6% | Added |
| Schnieders Capital Management LLC | 165,466 | $38.6M | 7.35% | −279−0.2% | Reduced |
| RFG Advisory, LLC | 165,382 | $38.5M | 1.17% | −4,767−2.8% | Reduced |
| Pennsylvania Capital Management Inc | 165,158 | $38.5M | 13.82% | −5,642−3.3% | Reduced |
| 1st Source Bank | 165,148 | $38.5M | 2.17% | −1,541−0.9% | Reduced |
| Smith, Moore & Co. | 165,055 | $38.5M | 3.67% | +570.0% | Added |
| Trust Co of Virginia | 164,874 | $38.4M | 3.44% | −3,854−2.3% | Reduced |
| Westmount Partners, LLC | 164,653 | $38.4M | 11.54% | +780.0% | Added |
| Solidarilty Wealth, LLC | 164,452 | $38.3M | 10.38% | +9,507+6.1% | Added |
| Oakmont Corp | 171,705 | $38.3M | 7.36% | −120,459−41.2% | Reduced |
| Hunter Associates Investment Management LLC | 164,235 | $38.3M | 5.93% | −1,772−1.1% | Reduced |
| Waters Parkerson & Co., LLC | 163,815 | $38.2M | 1.94% | −2,529−1.5% | Reduced |
| Buckley Wealth Management, LLC | 163,769 | $38.2M | 11.75% | −5,080−3.0% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 163,662 | $38.1M | 9.11% | −4,426−2.6% | Reduced |
| Nadler Financial Group, Inc. | 163,512 | $38.1M | 4.20% | −661−0.4% | Reduced |
| Rehmann Capital Advisory Group | 163,414 | $38.1M | 2.49% | −4,517−2.7% | Reduced |
| Koshinski Asset Management, Inc. | 163,641 | $38.1M | 3.29% | −4,508−2.7% | Reduced |
| First Long Island Investors, LLC | 163,068 | $38.0M | 2.99% | +77,914+91.5% | Added |
| DRW Securities, LLC | 162,991 | $38.0M | 2.09% | −24,423−13.0% | Reduced |
| Kelly Lawrence W & Associates Inc | 162,495 | $37.9M | 8.54% | −1,319−0.8% | Reduced |
| Cozad Asset Management Inc | 162,494 | $37.9M | 3.62% | −10,915−6.3% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 162,324 | $37.8M | 3.74% | −12,598−7.2% | Reduced |
| M&R Capital Management Inc | 162,112 | $37.8M | 8.32% | −5,839−3.5% | Reduced |
| Capital International Ltd | 161,729 | $37.7M | 1.62% | −339−0.2% | Reduced |
| Affinity Capital Advisors, LLC | 161,602 | $37.7M | 7.29% | −1,458−0.9% | Reduced |
| Ameritas Advisory Services, LLC | 161,502 | $37.6M | 1.62% | −246,267−60.4% | Reduced |
| Peachtree Investment Partners, LLC | 161,447 | $37.6M | 14.15% | −183−0.1% | Reduced |
| West Coast Financial LLC | 161,347 | $37.6M | 4.14% | +490.0% | Added |
| Staley Capital Advisers Inc | 161,182 | $37.6M | 1.68% | −1,473−0.9% | Reduced |
| Colonial Trust Co | 161,078 | $37.5M | 5.79% | +29,086+22.0% | Added |
| Mill Creek Capital Advisors, LLC | 160,964 | $37.5M | 0.90% | −10,969−6.4% | Reduced |
| Progressive Investment Management Corp | 160,896 | $37.5M | 9.62% | −1,863−1.1% | Reduced |
| Moody National Bank Trust Division | 160,653 | $37.4M | 4.01% | +11,213+7.5% | Added |
| Camden Capital, LLC | 160,199 | $37.3M | 4.03% | −63,382−28.3% | Reduced |
| GAM Holding AG | 159,970 | $37.3M | 2.97% | −2,264−1.4% | Reduced |
| Cabot Wealth Management Inc | 159,352 | $37.1M | 4.64% | −2,363−1.5% | Reduced |
| Capstone Financial Advisors, Inc. | 159,051 | $37.1M | 2.28% | −1,196−0.7% | Reduced |
| Concentric Capital Strategies, LP | 158,844 | $37.0M | 2.33% | −4,754−2.9% | Reduced |
| Schmidt P J Investment Management Inc | 158,816 | $37.0M | 6.39% | −1,749−1.1% | Reduced |
| Kiley Juergens Wealth Management, LLC | 158,631 | $37.0M | 9.59% | −1,228−0.8% | Reduced |
| Kavar Capital Partners Group, LLC | 158,536 | $36.9M | 5.84% | −1,707−1.1% | Reduced |
| CX Institutional | 158,484 | $36.9M | 1.64% | −5,336−3.3% | Reduced |
| Cooper Creek Partners Management LLC | 158,352 | $36.9M | 1.19% | +28,476+21.9% | Added |
| Conway Capital Management, Inc. | 158,045 | $36.8M | 17.87% | −755−0.5% | Reduced |
| Winthrop Advisory Group LLC | 157,689 | $36.7M | 4.54% | +3,819+2.5% | Added |
| Global X Japan Co., Ltd. | 157,464 | $36.7M | 4.69% | +25,643+19.5% | Added |
| Manning & Napier Advisors LLC | 157,074 | $36.6M | 0.40% | −351,217−69.1% | Reduced |
| Clarkston Capital Partners, LLC | 157,043 | $36.6M | 0.67% | +643+0.4% | Added |
| Sandbox Financial Partners, LLC | 157,004 | $36.6M | 12.95% | −3,263−2.0% | Reduced |
| Northstar Group, Inc. | 156,329 | $36.4M | 6.34% | −3,403−2.1% | Reduced |
| Strategic Blueprint, LLC | 156,236 | $36.4M | 2.27% | −114−0.1% | Reduced |
| Westchester Capital Management, Inc. | 156,149 | $36.4M | 8.84% | −18,138−10.4% | Reduced |
| Gryphon Financial Partners LLC | 155,891 | $36.3M | 4.91% | +4,137+2.7% | Added |
| Linscomb & Williams, Inc. | 155,833 | $36.3M | 1.80% | −5,999−3.7% | Reduced |
| Sargent Investment Group, LLC | 155,565 | $36.2M | 6.51% | −997−0.6% | Reduced |
| Pitcairn Co | 155,540 | $36.2M | 2.14% | −14,368−8.5% | Reduced |
| HughesLittle Investment Management Ltd. | 155,386 | $36.2M | 7.36% | −350−0.2% | Reduced |
| Howe & Rusling Inc | 155,331 | $36.2M | 3.11% | +3,236+2.1% | Added |
| TrinityPoint Wealth, LLC | 154,655 | $36.0M | 5.18% | −1,336−0.9% | Reduced |
| Guinness Asset Management LTD | 154,282 | $35.9M | 0.68% | −2,703−1.7% | Reduced |
| Sompo Asset Management Co., Ltd. | 153,986 | $35.9M | 5.62% | +1,644+1.1% | Added |
| Condor Capital Management | 153,824 | $35.8M | 3.23% | −2,654−1.7% | Reduced |
| De Burlo Group Inc | 153,158 | $35.7M | 4.39% | −56,965−27.1% | Reduced |
| Skylands Capital, LLC | 153,055 | $35.7M | 4.84% | −21,470−12.3% | Reduced |
| West Branch Capital LLC | 152,742 | $35.6M | 12.31% | +598+0.4% | Added |
| Cumberland Partners Ltd | 152,558 | $35.5M | 2.47% | −660−0.4% | Reduced |
| Goelzer Investment Management, Inc. | 152,108 | $35.4M | 1.94% | −4,454−2.8% | Reduced |
| Terril Brothers, Inc. | 152,011 | $35.4M | 11.72% | 00.0% | Unchanged |
| JB Capital LLC | 151,869 | $35.4M | 2.03% | +1,653+1.1% | Added |
| Arvest Bank Trust Division | 151,860 | $35.4M | 2.04% | +151,860 | New |
| Cape Cod Five Cents Savings Bank | 151,758 | $35.4M | 3.24% | −3,786−2.4% | Reduced |
| Godsey & Gibb Associates | 151,564 | $35.3M | 3.38% | +485+0.3% | Added |
| Evernest Financial Advisors, LLC | 151,345 | $35.3M | 9.51% | +113,406+298.9% | Added |
| Denali Advisors LLC | 150,684 | $35.1M | 3.77% | +150,684 | New |
| First National Bank & Trust Co of Newtown | 150,505 | $35.1M | 6.72% | +277+0.2% | Added |
| Cigna Investments Inc | 150,069 | $35.0M | 6.21% | −2,057−1.4% | Reduced |
| Bennett Selby Investments LP | 149,866 | $34.9M | 14.68% | −402−0.3% | Reduced |
| Oak Asset Management, LLC | 149,863 | $34.9M | 12.36% | −5,450−3.5% | Reduced |
| Knollwood Investment Advisory, LLC | 149,835 | $34.9M | 3.74% | 00.0% | Unchanged |