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 |
|---|---|---|---|---|---|
| Anderson Hoagland & Co | 153,704 | $34.9M | 3.56% | −492−0.3% | Reduced |
| Sander Capital Advisors Inc | 149,433 | $34.8M | 16.13% | −190−0.1% | Reduced |
| Private Trust Co NA | 149,338 | $34.8M | 3.51% | −2,632−1.7% | Reduced |
| SNS Financial Group, LLC | 149,329 | $34.8M | 3.49% | −4,596−3.0% | Reduced |
| David Loasby | 154,131 | $34.8M | 3.28% | +563+0.4% | Added |
| GLOBALT Investments LLC | 149,275 | $34.8M | 1.30% | −3,062−2.0% | Reduced |
| Chicago Trust Co NA | 149,219 | $34.8M | 5.99% | +19,670+15.2% | Added |
| Journey Advisory Group, LLC | 165,009 | $34.8M | 4.16% | +757+0.5% | Added |
| Fortitude Family Office, LLC | 149,117 | $34.7M | 13.77% | +7,883+5.6% | Added |
| Marietta Investment Partners LLC | 149,028 | $34.7M | 7.37% | −2,683−1.8% | Reduced |
| Rockline Wealth Management, LLC | 149,027 | $34.7M | 9.80% | +2,895+2.0% | Added |
| Capital Investment Advisory Services, LLC | 148,973 | $34.7M | 3.29% | −5,489−3.6% | Reduced |
| Cooper Financial Group | 148,644 | $34.6M | 4.50% | +4,366+3.0% | Added |
| Diamant Asset Management, Inc. | 148,481 | $34.6M | 21.68% | −945−0.6% | Reduced |
| Harbor Advisors LLC | 148,400 | $34.6M | 5.79% | 00.0% | Unchanged |
| Cypress Funds LLC | 148,297 | $34.6M | 4.49% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 148,157 | $34.5M | 8.61% | −4,070−2.7% | Reduced |
| Morningstar Investment Management LLC | 149,112 | $34.5M | 3.41% | +2,797+1.9% | Added |
| Legacy Advisors, LLC | 147,941 | $34.5M | 3.73% | +1,281+0.9% | Added |
| Nemes Rush Group LLC | 200,953 | $34.5M | 5.00% | −1,417−0.7% | Reduced |
| Missouri Trust & Investment Co | 147,889 | $34.5M | 12.03% | −850−0.6% | Reduced |
| NatWest Group plc | 147,832 | $34.4M | 10.18% | +63,377+75.0% | Added |
| Segment Wealth Management, LLC | 147,780 | $34.4M | 2.37% | −1,314−0.9% | Reduced |
| Lazari Capital Management, Inc. | 147,748 | $34.4M | 14.73% | −2,711−1.8% | Reduced |
| Baader Bank INC | 149,928 | $34.4M | 2.90% | −68,609−31.4% | Reduced |
| IFG Advisory, LLC | 147,118 | $34.3M | 2.18% | −148−0.1% | Reduced |
| Greenwood Capital Associates LLC | 147,043 | $34.3M | 4.46% | −3,319−2.2% | Reduced |
| Capital Asset Advisory Services LLC | 151,479 | $34.2M | 1.71% | −1,264−0.8% | Reduced |
| Signet Financial Management, LLC | 146,471 | $34.1M | 4.35% | −1,298−0.9% | Reduced |
| Occidental Asset Management, LLC | 146,301 | $34.1M | 5.50% | +4,360+3.1% | Added |
| Greatmark Investment Partners, Inc. | 146,232 | $34.1M | 4.62% | −1,129−0.8% | Reduced |
| Whalerock Point Partners, LLC | 146,135 | $34.0M | 8.10% | +5,709+4.1% | Added |
| Clarity Financial LLC | 146,122 | $34.0M | 4.00% | +4,873+3.4% | Added |
| Hamilton Capital Partners Inc. | 145,956 | $34.0M | 2.94% | −3,630−2.4% | Reduced |
| Zevin Asset Management LLC | 145,836 | $34.0M | 5.26% | −1,032−0.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 145,560 | $33.9M | 7.08% | −3,260−2.2% | Reduced |
| McKinley Carter Wealth Services, Inc. | 145,453 | $33.9M | 2.05% | +151+0.1% | Added |
| SageView Advisory Group, LLC | 145,289 | $33.9M | 1.72% | −28,872−16.6% | Reduced |
| Bridgeway Capital Management, LLC | 144,236 | $33.6M | 0.73% | −4,628−3.1% | Reduced |
| Addenda Capital Inc. | 144,061 | $33.6M | 1.20% | +345+0.2% | Added |
| TCI Wealth Advisors, Inc. | 144,042 | $33.6M | 2.83% | +3,312+2.4% | Added |
| South Street Advisors LLC | 143,738 | $33.5M | 5.09% | −7,095−4.7% | Reduced |
| Hemington Wealth Management | 148,117 | $33.5M | 9.01% | −1,387−0.9% | Reduced |
| Financial Advisory Service, Inc. | 143,582 | $33.5M | 2.66% | +2,649+1.9% | Added |
| Auxano Advisors, LLC | 143,274 | $33.4M | 8.64% | +984+0.7% | Added |
| Simplex Trading, LLC | 143,113 | $33.3M | 1.12% | +143,113 | New |
| Schonfeld Strategic Advisors LLC | 143,011 | $33.3M | 0.27% | −442,162−75.6% | Reduced |
| Tamar Securities, LLC | 142,900 | $33.3M | 4.68% | +40,601+39.7% | Added |
| Advisor OS, LLC | 142,658 | $33.2M | 3.31% | +6,916+5.1% | Added |
| Sand Hill Global Advisors, LLC | 142,604 | $33.2M | 1.40% | −3,486−2.4% | Reduced |
| Westwood Wealth Management | 142,501 | $33.2M | 13.02% | +10,275+7.8% | Added |
| Ardent Capital Management, Inc. | 142,416 | $33.2M | 15.08% | −3,357−2.3% | Reduced |
| Ascent Wealth Partners, LLC | 142,258 | $33.1M | 4.62% | −1,883−1.3% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 142,182 | $33.1M | 2.26% | +70,125+97.3% | Added |
| Wittenberg Investment Management, Inc. | 142,145 | $33.1M | 10.81% | −16,150−10.2% | Reduced |
| Front Row Advisors LLC | 142,124 | $33.1M | 11.81% | −2,911−2.0% | Reduced |
| First Financial Bank - Trust Division | 142,114 | $33.1M | 3.03% | −2,789−1.9% | Reduced |
| Lodestar Private Asset Management LLC | 141,973 | $33.1M | 4.21% | −1,073−0.8% | Reduced |
| Somerville Kurt F | 141,651 | $33.0M | 5.31% | −3,345−2.3% | Reduced |
| Two Sigma Securities, LLC | 141,620 | $33.0M | 2.60% | −61,541−30.3% | Reduced |
| Summit Rock Advisors, LP | 141,544 | $33.0M | 12.90% | +107+0.1% | Added |
| Fairview Capital Investment Management, LLC | 141,527 | $33.0M | 1.78% | +1,379+1.0% | Added |
| Ostrum Asset Management | 141,512 | $33.0M | 2.73% | −6,915−4.7% | Reduced |
| BetterWealth, LLC | 141,249 | $32.9M | 9.73% | −5,249−3.6% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 141,124 | $32.9M | 10.88% | −949−0.7% | Reduced |
| Hayek Kallen Investment Management | 140,878 | $32.8M | 11.63% | −1,638−1.1% | Reduced |
| Country Club Bank | 143,857 | $32.8M | 2.19% | −1,789−1.2% | Reduced |
| Matrix Asset Advisors Inc | 140,607 | $32.8M | 3.64% | +2,178+1.6% | Added |
| Core Alternative Capital | 140,541 | $32.7M | 6.33% | −5,111−3.5% | Reduced |
| Clarius Group, LLC | 140,698 | $32.7M | 2.29% | −4,246−2.9% | Reduced |
| Chemistry Wealth Management LLC | 140,268 | $32.7M | 7.82% | −9,171−6.1% | Reduced |
| JFS Wealth Advisors, LLC | 140,049 | $32.6M | 2.18% | +12,637+9.9% | Added |
| Kidder Stephen W | 139,974 | $32.6M | 9.63% | −1,123−0.8% | Reduced |
| Premier Path Wealth Partners, LLC | 139,901 | $32.6M | 5.14% | +206+0.1% | Added |
| Martin Capital Advisors, LLP | 139,857 | $32.6M | 23.21% | −365−0.3% | Reduced |
| Princeton Capital Management LLC | 139,854 | $32.6M | 10.26% | +1,537+1.1% | Added |
| Searle & Co. | 139,507 | $32.5M | 8.11% | −600.0% | Reduced |
| SevenBridge Financial Group, LLC | 144,834 | $32.5M | 6.26% | +156+0.1% | Added |
| NTV Asset Management LLC | 139,359 | $32.5M | 4.34% | −518−0.4% | Reduced |
| Canandaigua National Bank & Trust Co | 139,337 | $32.5M | 3.09% | +3,963+2.9% | Added |
| Leo Wealth, LLC | 139,213 | $32.4M | 2.96% | −2,414−1.7% | Reduced |
| Arjuna Capital | 138,830 | $32.3M | 8.38% | −1,953−1.4% | Reduced |
| FourThought Financial Partners, LLC | 138,719 | $32.3M | 3.83% | −35,377−20.3% | Reduced |
| Wellington Shields Capital Management, LLC | 138,689 | $32.3M | 5.62% | −570−0.4% | Reduced |
| Rowland & Co Investment Counsel | 138,280 | $32.2M | 6.54% | −1,003−0.7% | Reduced |
| Foster Group, Inc. | 138,213 | $32.2M | 1.20% | −8,815−6.0% | Reduced |
| MidWestOne Financial Group, Inc. | 138,154 | $32.2M | 4.44% | −1,987−1.4% | Reduced |
| Monetary Management Group Inc | 137,983 | $32.2M | 8.26% | −3,370−2.4% | Reduced |
| San Luis Wealth Advisors LLC | 137,973 | $32.1M | 6.64% | +2,654+2.0% | Added |
| Svenska Handelsbanken AB (publ) | 137,966 | $32.1M | 16.21% | +137,966 | New |
| LGT Fund Management Co Ltd. | 141,596 | $32.1M | 3.33% | +11,912+9.2% | Added |
| Manchester Global Management (UK) Ltd | 137,668 | $32.1M | 5.18% | +5,168+3.9% | Added |
| Quent Capital, LLC | 137,845 | $32.0M | 3.25% | +8,483+6.6% | Added |
| Spirepoint Private Client, LLC | 136,941 | $31.9M | 4.22% | −230−0.2% | Reduced |
| Semus Wealth Partners LLC | 136,904 | $31.9M | 22.31% | +566+0.4% | Added |
| Laurel Wealth Advisors LLC | 136,839 | $31.9M | 5.12% | −507−0.4% | Reduced |
| Syon Capital LLC | 136,805 | $31.9M | 2.82% | −6,142−4.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 136,934 | $31.9M | 4.25% | +2,200+1.6% | Added |
| Firetrail Investments Pty Ltd | 136,907 | $31.9M | 9.18% | +136,907 | New |
| M Holdings Securities, Inc. | 136,732 | $31.9M | 8.01% | −182,091−57.1% | Reduced |