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 |
|---|---|---|---|---|---|
| Shepherd Financial Partners LLC | 121,519 | $28.3M | 3.41% | +2,492+2.1% | Added |
| Winch Advisory Services, LLC | 121,460 | $28.3M | 7.83% | −3,004−2.4% | Reduced |
| Magnus Financial Group LLC | 121,443 | $28.3M | 2.88% | +1,182+1.0% | Added |
| Stevens Capital Management LP | 121,216 | $28.2M | 4.02% | +115,330+1,959.4% | Added |
| Cardiff Park Advisors, LLC | 121,131 | $28.2M | 2.55% | +1,551+1.3% | Added |
| Lee Financial Co | 121,066 | $28.2M | 4.01% | +45,217+59.6% | Added |
| RNC Capital Management LLC | 133,906 | $28.2M | 1.56% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 120,972 | $28.2M | 5.31% | −6,359−5.0% | Reduced |
| Creative Financial Designs Inc | 120,926 | $28.2M | 2.38% | +3,125+2.7% | Added |
| Proequities, Inc. | 140,592 | $28.2M | 1.68% | −3,765−2.6% | Reduced |
| Red Door Wealth Management, LLC | 120,849 | $28.2M | 4.68% | +7,746+6.8% | Added |
| Maryland Capital Advisors Inc. | 120,600 | $28.1M | 13.65% | −4,500−3.6% | Reduced |
| Te Ahumairangi Investment Management Ltd | 121,033 | $28.0M | 4.97% | +2,033+1.7% | Added |
| Gamco Investors, Inc. Et Al | 120,315 | $28.0M | 0.29% | −3,534−2.9% | Reduced |
| Money Concepts Capital Corp | 120,311 | $28.0M | 2.13% | −2,851−2.3% | Reduced |
| Conning Inc. | 120,282 | $28.0M | 0.93% | −1,160−1.0% | Reduced |
| Security National Bank | 120,185 | $28.0M | 3.80% | −705−0.6% | Reduced |
| Main Street Financial Solutions, LLC | 120,115 | $28.0M | 2.57% | −12,650−9.5% | Reduced |
| RBF Capital, LLC | 120,000 | $28.0M | 1.43% | 00.0% | Unchanged |
| Verity & Verity, LLC | 119,973 | $28.0M | 2.74% | +1,213+1.0% | Added |
| Texas Capital Bank Wealth Management Services Inc | 119,879 | $27.9M | 2.75% | −8,151−6.4% | Reduced |
| Arcadia Investment Management Corp | 119,862 | $27.9M | 4.59% | +1,350+1.1% | Added |
| GW&K Investment Management, LLC | 119,779 | $27.9M | 0.24% | +106,998+837.2% | Added |
| Valley National Advisers Inc | 119,376 | $27.8M | 5.02% | −24,431−17.0% | Reduced |
| Community Financial Services Group, LLC | 119,299 | $27.8M | 5.69% | −1,883−1.6% | Reduced |
| Broadleaf Partners, LLC | 119,158 | $27.8M | 6.57% | −435−0.4% | Reduced |
| Quantum Private Wealth, LLC | 119,037 | $27.7M | 9.39% | −3,001−2.5% | Reduced |
| Cypress Asset Management Inc | 118,903 | $27.7M | 6.90% | +1,917+1.6% | Added |
| Old Mission Investment Co LLC | 118,653 | $27.6M | 8.44% | +285+0.2% | Added |
| RPS Advisory Solutions LLC | 118,630 | $27.6M | 19.79% | +30,795+35.1% | Added |
| RMR Wealth Builders | 118,476 | $27.6M | 2.93% | +1,601+1.4% | Added |
| Liberty Wealth Management LLC | 118,449 | $27.6M | 4.69% | −63,102−34.8% | Reduced |
| Valicenti Advisory Services Inc | 118,204 | $27.5M | 7.07% | −1,881−1.6% | Reduced |
| TRUE Private Wealth Advisors | 118,197 | $27.5M | 3.29% | −31,176−20.9% | Reduced |
| Wells Trecaso Financial Group, LLC | 118,158 | $27.5M | 9.06% | −571−0.5% | Reduced |
| American Money Management, LLC | 118,047 | $27.5M | 5.50% | −3,556−2.9% | Reduced |
| First Hawaiian Bank | 118,009 | $27.5M | 0.88% | −16,187−12.1% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 117,896 | $27.5M | 5.53% | +9,484+8.7% | Added |
| BSN Capital Partners Ltd | 120,000 | $27.4M | 5.39% | −2,455,000−95.3% | Reduced |
| Nicholas Hoffman & Company, LLC. | 117,720 | $27.4M | 1.16% | −1,853−1.5% | Reduced |
| Sanders Morris Harris LLC | 117,715 | $27.4M | 4.55% | −11,275−8.7% | Reduced |
| Northern Oak Wealth Management Inc | 117,676 | $27.4M | 3.19% | −13,734−10.5% | Reduced |
| Arrow Financial Corp | 117,384 | $27.4M | 2.53% | +144+0.1% | Added |
| Broderick Brian C | 117,271 | $27.3M | 5.35% | −3,073−2.6% | Reduced |
| Sowa Financial Group, Inc. | 117,113 | $27.3M | 17.25% | −2,462−2.1% | Reduced |
| Scott & Selber, Inc. | 117,071 | $27.3M | 8.47% | −477−0.4% | Reduced |
| TrimTabs Asset Management, LLC | 117,003 | $27.3M | 6.32% | +20.0% | Added |
| Jamison Private Wealth Management, Inc. | 116,833 | $27.2M | 4.14% | +1,452+1.3% | Added |
| Catalytic Wealth RIA, LLC | 116,813 | $27.2M | 4.75% | +10,601+10.0% | Added |
| AdvisorNet Financial, Inc | 116,746 | $27.2M | 2.03% | +4,498+4.0% | Added |
| Grand Jean Capital Management Inc | 116,591 | $27.2M | 6.08% | +250.0% | Added |
| Marietta Wealth Management, LLC | 116,518 | $27.1M | 3.94% | −235−0.2% | Reduced |
| Tyler-Stone Wealth Management | 116,344 | $27.1M | 5.12% | +60,145+107.0% | Added |
| Supplemental Annuity Collective Trust of NJ | 116,200 | $27.1M | 8.00% | −3,000−2.5% | Reduced |
| Jasper Ridge Partners, L.P. | 115,577 | $26.9M | 0.77% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 115,493 | $26.9M | 2.64% | +4,326+3.9% | Added |
| First Western Trust Bank | 115,423 | $26.9M | 1.21% | −2,645−2.2% | Reduced |
| Millennium Capital Advisors, LLC | 115,247 | $26.9M | 17.54% | −3,078−2.6% | Reduced |
| Decatur Capital Management, Inc. | 115,203 | $26.8M | 12.36% | +177+0.2% | Added |
| Beverly Hills Private Wealth, LLC | 115,016 | $26.8M | 5.42% | −1,609−1.4% | Reduced |
| McGuire Investment Group, LLC | 114,915 | $26.8M | 3.77% | −2,300−2.0% | Reduced |
| James J. Burns & Company, LLC | 114,839 | $26.8M | 4.84% | +3,388+3.0% | Added |
| GeoWealth Management, LLC | 114,470 | $26.7M | 0.94% | −3,730−3.2% | Reduced |
| Westover Capital Advisors, LLC | 114,336 | $26.6M | 5.12% | +5,839+5.4% | Added |
| Biechele Royce Advisors | 114,250 | $26.6M | 8.77% | −2,063−1.8% | Reduced |
| Farmers Trust Co | 114,211 | $26.6M | 4.96% | −1,590−1.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 113,938 | $26.5M | 2.55% | +4,503+4.1% | Added |
| Sierra Summit Advisors LLC | 113,820 | $26.5M | 6.10% | +6,448+6.0% | Added |
| Advisory Alpha, LLC | 113,574 | $26.5M | 0.94% | +12,598+12.5% | Added |
| Sierra Capital LLC | 113,444 | $26.4M | 3.15% | +46,951+70.6% | Added |
| Beck Mack & Oliver LLC | 113,272 | $26.4M | 0.51% | −1,149−1.0% | Reduced |
| Financial Avengers, Inc. | 113,209 | $26.4M | 12.98% | −1,877−1.6% | Reduced |
| Bellecapital International Ltd. | 113,175 | $26.4M | 5.23% | +2,105+1.9% | Added |
| Brady Family Wealth, LLC | 113,124 | $26.4M | 7.91% | +1,177+1.1% | Added |
| Barlow Wealth Partners, Inc. | 118,888 | $26.4M | 3.45% | +524+0.4% | Added |
| Trifecta Capital Advisors, LLC | 113,026 | $26.3M | 5.51% | −30.0% | Reduced |
| Copeland Capital Management, LLC | 112,983 | $26.3M | 0.46% | −4,361−3.7% | Reduced |
| Oak Associates, Ltd | 112,894 | $26.3M | 1.77% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 112,736 | $26.3M | 10.21% | +560+0.5% | Added |
| TTP Investments, Inc. | 112,677 | $26.3M | 9.03% | +5,034+4.7% | Added |
| RKL Wealth Management LLC | 112,526 | $26.2M | 2.37% | +139+0.1% | Added |
| Plancorp, LLC | 112,197 | $26.1M | 1.07% | −11,028−8.9% | Reduced |
| Sage Mountain Advisors LLC | 112,089 | $26.1M | 2.23% | +4,135+3.8% | Added |
| Werba Rubin Papier Wealth Management | 112,056 | $26.1M | 6.12% | +16,841+17.7% | Added |
| Oxbow Advisors, LLC | 111,953 | $26.1M | 2.59% | −6,976−5.9% | Reduced |
| Plimoth Trust Co LLC | 111,896 | $26.1M | 6.57% | +1,093+1.0% | Added |
| Essex Savings Bank | 111,818 | $26.1M | 6.50% | +3,031+2.8% | Added |
| Atwater Malick LLC | 111,726 | $26.0M | 8.38% | +1,443+1.3% | Added |
| Connecticut Wealth Management, LLC | 111,723 | $26.0M | 1.26% | +1,548+1.4% | Added |
| Prairie Sky Financial Group LLC | 111,643 | $26.0M | 14.79% | −226−0.2% | Reduced |
| Financial Engines Advisors L.L.C. | 111,634 | $26.0M | 0.05% | −939−0.8% | Reduced |
| JCIC Asset Management Inc. | 111,561 | $26.0M | 10.66% | +670+0.6% | Added |
| Tenere Capital LLC | 111,031 | $25.9M | 6.88% | +3,499+3.3% | Added |
| Garde Capital, Inc. | 110,910 | $25.8M | 1.70% | −1,836−1.6% | Reduced |
| Regent Peak Wealth Advisors LLC | 110,808 | $25.8M | 5.93% | +1,744+1.6% | Added |
| Wellington Shields & Co., LLC | 110,771 | $25.8M | 7.85% | −564−0.5% | Reduced |
| Fulcrum Capital LLC | 110,619 | $25.8M | 5.61% | +3,588+3.4% | Added |
| Willis Investment Counsel | 110,534 | $25.8M | 1.67% | +160.0% | Added |
| Edge Capital Group, LLC | 110,365 | $25.7M | 1.14% | −2,963−2.6% | Reduced |
| Lester Murray Antman dba SimplyRich | 110,006 | $25.6M | 7.15% | −240−0.2% | Reduced |