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 |
|---|---|---|---|---|---|
| NWF Advisory Services Inc. | 136,616 | $31.8M | 4.63% | +485+0.4% | Added |
| James Investment Research Inc | 136,548 | $31.8M | 3.67% | −4,085−2.9% | Reduced |
| Sterling Investment Advisors, Ltd. | 136,525 | $31.8M | 8.06% | −2,276−1.6% | Reduced |
| Bourne Lent Asset Management Inc | 136,444 | $31.8M | 12.06% | +430+0.3% | Added |
| Hamilton Wealth, LLC | 135,929 | $31.7M | 7.74% | +750+0.6% | Added |
| RPG Investment Advisory, LLC | 135,857 | $31.7M | 4.52% | +2,684+2.0% | Added |
| Hilton Capital Management, LLC | 135,717 | $31.6M | 2.45% | −16,053−10.6% | Reduced |
| Hardy Reed LLC | 135,617 | $31.6M | 2.83% | +1,036+0.8% | Added |
| Litman Gregory Asset Management LLC | 135,555 | $31.6M | 2.64% | −3,735−2.7% | Reduced |
| Covington Investment Advisors Inc. | 135,436 | $31.6M | 4.74% | −315−0.2% | Reduced |
| Oddo BHF Asset Management SAS | 135,226 | $31.5M | 1.56% | +135,226 | New |
| L & S Advisors Inc | 134,868 | $31.4M | 3.28% | −15,171−10.1% | Reduced |
| CIC Wealth, LLC | 134,709 | $31.4M | 8.11% | −1,325−1.0% | Reduced |
| Embree Financial Group | 134,547 | $31.3M | 5.58% | −1,024−0.8% | Reduced |
| Resolute Wealth Strategies, LLC | 134,187 | $31.3M | 16.24% | −2,478−1.8% | Reduced |
| Hills Bank & Trust Co | 134,155 | $31.3M | 2.36% | −2,009−1.5% | Reduced |
| Regal Investment Advisors LLC | 134,109 | $31.2M | 2.19% | −8,573−6.0% | Reduced |
| Ironwood Investment Counsel, LLC | 133,615 | $31.1M | 5.18% | −1,433−1.1% | Reduced |
| Cypress Wealth Services, LLC | 133,518 | $31.1M | 6.43% | +817+0.6% | Added |
| Augustine Asset Management Inc | 133,515 | $31.1M | 10.86% | −2,012−1.5% | Reduced |
| Howard Financial Services, Ltd. | 133,404 | $31.1M | 4.49% | −650−0.5% | Reduced |
| Inscription Capital, LLC | 133,124 | $31.0M | 4.61% | −4,596−3.3% | Reduced |
| Alley Investment Management Company, LLC | 133,098 | $31.0M | 3.93% | +160.0% | Added |
| Simmons Bank | 132,641 | $30.9M | 2.24% | +2,086+1.6% | Added |
| Bensler, LLC | 132,548 | $30.9M | 3.90% | +2,768+2.1% | Added |
| Oxford Financial Group Ltd | 132,368 | $30.8M | 1.96% | −1,667−1.2% | Reduced |
| Steele Capital Management, Inc. | 132,207 | $30.8M | 1.61% | −910−0.7% | Reduced |
| Clarity Wealth Advisors, LLC | 131,793 | $30.7M | 8.93% | +485+0.4% | Added |
| CCM Investment Advisers LLC | 131,655 | $30.7M | 3.42% | +1,045+0.8% | Added |
| Platform Technology Partners | 133,028 | $30.7M | 9.64% | +1,671+1.3% | Added |
| Callan Capital, LLC | 131,573 | $30.7M | 2.14% | −12,278−8.5% | Reduced |
| Wallington Asset Management, LLC | 131,557 | $30.7M | 4.27% | +7,095+5.7% | Added |
| Regatta Capital Group, LLC | 131,520 | $30.6M | 5.95% | +2,924+2.3% | Added |
| Chickasaw Capital Management LLC | 130,917 | $30.5M | 1.31% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 130,770 | $30.5M | 3.37% | −9,479−6.8% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 130,550 | $30.4M | 7.46% | +96+0.1% | Added |
| OMC Financial Services LTD | 144,315 | $30.4M | 14.37% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 133,153 | $30.3M | 3.68% | +34,961+35.6% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 130,001 | $30.3M | 1.38% | −33,920−20.7% | Reduced |
| XML Financial, LLC | 129,840 | $30.3M | 2.81% | −1,276−1.0% | Reduced |
| Strategic Planning Group, LLC | 129,312 | $30.1M | 5.94% | +2,767+2.2% | Added |
| Q Capital Solutions | 129,248 | $30.1M | 10.44% | −114,694−47.0% | Reduced |
| Pettyjohn, Wood & White, Inc | 129,166 | $30.1M | 5.54% | −72−0.1% | Reduced |
| Intrust Bank NA | 128,780 | $30.0M | 3.00% | −4,274−3.2% | Reduced |
| Atwood & Palmer Inc | 128,776 | $30.0M | 2.04% | +932+0.7% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 128,731 | $30.0M | 0.04% | +1,068+0.8% | Added |
| Legacy Capital Group California, Inc. | 128,617 | $30.0M | 9.97% | −613−0.5% | Reduced |
| StoneX Group Inc. | 128,119 | $29.9M | 2.17% | −9,952−7.2% | Reduced |
| Institute for Wealth Management, LLC. | 127,905 | $29.8M | 3.76% | −477−0.4% | Reduced |
| CFO4Life Group, LLC | 127,892 | $29.8M | 5.27% | −3,816−2.9% | Reduced |
| Founders Financial Alliance, LLC | 127,841 | $29.8M | 8.29% | −591−0.5% | Reduced |
| Tyche Wealth Partners LLC | 127,668 | $29.7M | 6.74% | −1,728−1.3% | Reduced |
| Benin Management CORP | 127,628 | $29.7M | 8.36% | +256+0.2% | Added |
| LVW Advisors, LLC | 127,411 | $29.7M | 3.80% | −4,691−3.6% | Reduced |
| City Holding Co | 127,237 | $29.6M | 4.11% | −3,862−2.9% | Reduced |
| Angeles Wealth Management, LLC | 127,059 | $29.6M | 2.55% | +7,308+6.1% | Added |
| Gilliland Jeter Wealth Management LLC | 127,013 | $29.6M | 9.56% | −3,831−2.9% | Reduced |
| New Hampshire Trust | 126,784 | $29.5M | 6.33% | −1,224−1.0% | Reduced |
| Parthenon LLC | 126,393 | $29.4M | 3.52% | +1,578+1.3% | Added |
| Sigma Investment Counselors Inc | 126,349 | $29.4M | 1.73% | +265+0.2% | Added |
| Nwi Management LP | 126,100 | $29.4M | 3.50% | −409,900−76.5% | Reduced |
| Norden Group LLC | 126,057 | $29.4M | 3.47% | +58,597+86.9% | Added |
| Cornerstone Advisory, LLC | 125,992 | $29.4M | 3.86% | −745−0.6% | Reduced |
| Anchor Investment Management, LLC | 125,723 | $29.3M | 2.76% | +184+0.1% | Added |
| Activest Wealth Management | 125,615 | $29.3M | 9.04% | −198−0.2% | Reduced |
| Nikko Asset Management Americas, Inc. | 125,597 | $29.3M | 0.33% | −7,565−5.7% | Reduced |
| 1776 Wealth LLC | 125,511 | $29.2M | 13.09% | −4,302−3.3% | Reduced |
| Facet Wealth, Inc. | 131,068 | $29.2M | 0.83% | +5,407+4.3% | Added |
| Holderness Investments Co | 125,343 | $29.2M | 6.38% | +1,588+1.3% | Added |
| Bogart Wealth, LLC | 125,305 | $29.2M | 1.38% | −559−0.4% | Reduced |
| Southland Equity Partners LLC | 125,301 | $29.2M | 7.10% | +4,768+4.0% | Added |
| Clear Street Markets LLC | 125,000 | $29.1M | 18.77% | −75,885−37.8% | Reduced |
| Golden State Equity Partners | 124,972 | $29.1M | 4.55% | +11,539+10.2% | Added |
| Arete Wealth Advisors, LLC | 125,411 | $29.1M | 2.49% | −64,492−34.0% | Reduced |
| Algert Global LLC | 124,862 | $29.1M | 0.78% | +121,843+4,035.9% | Added |
| Gluskin Sheff & Assoc Inc | 124,757 | $29.1M | 3.40% | −1,035−0.8% | Reduced |
| Canal Capital Management, LLC | 124,656 | $29.0M | 4.64% | +888+0.7% | Added |
| Retirement Planning Group | 124,681 | $29.0M | 1.58% | +22,532+22.1% | Added |
| Hutchinson Capital Management | 124,561 | $29.0M | 5.50% | −27,273−18.0% | Reduced |
| Horiko Capital Management LLC | 125,036 | $29.0M | 8.39% | −5,939−4.5% | Reduced |
| Galvin, Gaustad & Stein, LLC | 124,485 | $29.0M | 2.58% | −17,368−12.2% | Reduced |
| Tradition Wealth Management, LLC | 124,473 | $29.0M | 2.59% | −2,089−1.7% | Reduced |
| King Wealth | 124,360 | $29.0M | 4.52% | −880−0.7% | Reduced |
| Vista Wealth Management Group, LLC | 123,989 | $28.9M | 1.92% | −1,096−0.9% | Reduced |
| GenTrust, LLC | 123,830 | $28.9M | 1.41% | +4,550+3.8% | Added |
| Icon Wealth Advisors, LLC | 123,487 | $28.8M | 2.40% | +2,333+1.9% | Added |
| Citizens National Bank Trust Department | 123,433 | $28.8M | 6.05% | −433−0.3% | Reduced |
| Claro Advisors LLC | 123,266 | $28.7M | 3.72% | +5,117+4.3% | Added |
| Jackson Square Capital, LLC | 123,232 | $28.7M | 7.13% | +6,921+6.0% | Added |
| MJP Associates Inc | 123,077 | $28.7M | 5.44% | +3,131+2.6% | Added |
| Continuum Advisory, LLC | 125,641 | $28.7M | 3.66% | +7,641+6.5% | Added |
| Hoertkorn Richard Charles | 123,029 | $28.7M | 12.37% | −3,403−2.7% | Reduced |
| Concentrum Wealth Management | 123,005 | $28.7M | 11.15% | +1,337+1.1% | Added |
| Selway Asset Management | 122,762 | $28.6M | 11.18% | −560−0.5% | Reduced |
| Patton Albertson Miller Group, LLC | 122,306 | $28.5M | 3.88% | −3,877−3.1% | Reduced |
| J. W. Coons Advisors, LLC | 122,250 | $28.5M | 7.11% | −1,437−1.2% | Reduced |
| Trust Point Inc. | 122,232 | $28.5M | 2.14% | +605+0.5% | Added |
| Dundas Partners LLP | 122,222 | $28.5M | 2.05% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 121,660 | $28.3M | 7.25% | −4,720−3.7% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 121,603 | $28.3M | 3.48% | −38,407−24.0% | Reduced |