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
- 2,002 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 | 6,135 | $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 |
|---|---|---|---|---|---|
| Whitener Capital Management, Inc. | 110,023 | $25.6M | 7.27% | −1,783−1.6% | Reduced |
| Alexander Labrunerie & Co., Inc. | 109,912 | $25.6M | 11.73% | −6,555−5.6% | Reduced |
| Mattern Wealth Management LLC | 109,894 | $25.6M | 5.63% | +280+0.3% | Added |
| Romano Brothers and Company | 109,727 | $25.6M | 3.18% | −1,020−0.9% | Reduced |
| Prestige Wealth Management Group LLC | 109,384 | $25.5M | 5.28% | −1,629−1.5% | Reduced |
| Smith Anglin Financial, LLC | 109,383 | $25.5M | 2.45% | +134+0.1% | Added |
| Montag & Caldwell, LLC | 109,364 | $25.5M | 5.18% | −4,535−4.0% | Reduced |
| Asset Dedication, LLC | 109,278 | $25.5M | 1.72% | −5,117−4.5% | Reduced |
| Peddock Capital Advisors, LLC | 108,869 | $25.4M | 6.10% | −661−0.6% | Reduced |
| Balentine LLC | 108,534 | $25.3M | 1.00% | +50,801+88.0% | Added |
| Trustmark National Bank Trust Department | 107,867 | $25.1M | 1.90% | −14,705−12.0% | Reduced |
| MSA Advisors, LLC | 107,690 | $25.1M | 6.47% | −400−0.4% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 107,586 | $25.1M | 8.70% | +470.0% | Added |
| HTLF Bank | 107,155 | $25.0M | 2.71% | −2,860−2.6% | Reduced |
| Ellevest, Inc. | 106,977 | $24.9M | 1.38% | +298+0.3% | Added |
| Elk River Wealth Management, LLC | 106,964 | $24.9M | 4.53% | +937+0.9% | Added |
| 180 Wealth Advisors, LLC | 106,947 | $24.9M | 3.92% | −790−0.7% | Reduced |
| TD Private Client Wealth LLC | 106,889 | $24.9M | 0.72% | +6,543+6.5% | Added |
| Financial Partners Group, Inc | 106,714 | $24.9M | 3.68% | +778+0.7% | Added |
| Zions Bancorporation, N.A. | 106,630 | $24.8M | 1.81% | +3,924+3.8% | Added |
| LM Advisors LLC | 106,592 | $24.8M | 5.05% | −2,014−1.9% | Reduced |
| Ithaka Group LLC | 106,432 | $24.8M | 4.70% | −3,201−2.9% | Reduced |
| Winning Points Advisors, LLC | 145,174 | $24.8M | 46.93% | +145,174 | New |
| Keel Point, LLC | 106,168 | $24.7M | 2.06% | +4,916+4.9% | Added |
| CMH Wealth Management LLC | 106,162 | $24.7M | 5.82% | −650−0.6% | Reduced |
| Personal Cfo Solutions, LLC | 106,029 | $24.7M | 3.45% | +9,514+9.9% | Added |
| Paulson Wealth Management Inc. | 105,990 | $24.7M | 6.61% | −2,028−1.9% | Reduced |
| Vishria Bird Financial Group, LLC | 105,749 | $24.6M | 9.34% | −1,549−1.4% | Reduced |
| Ridgecrest Wealth Partners, LLC | 105,427 | $24.6M | 12.81% | +854+0.8% | Added |
| Rappaport Reiches Capital Management, LLC | 105,358 | $24.5M | 6.53% | +5,241+5.2% | Added |
| Altfest L J & Co Inc | 105,269 | $24.5M | 3.27% | −2,028−1.9% | Reduced |
| Empire Life Investments Inc. | 105,173 | $24.5M | 1.49% | +14,774+16.3% | Added |
| 9258 Wealth Management, LLC | 105,163 | $24.5M | 3.62% | −1,707−1.6% | Reduced |
| Little House Capital LLC | 105,070 | $24.5M | 7.02% | +13,055+14.2% | Added |
| Goldstream Capital Management Ltd | 104,879 | $24.4M | 11.05% | −11,803−10.1% | Reduced |
| Tufton Capital Management | 104,878 | $24.4M | 4.58% | −883−0.8% | Reduced |
| Kozak & Associates, Inc. | 105,163 | $24.4M | 5.76% | +214+0.2% | Added |
| Focused Wealth Management, Inc | 104,572 | $24.4M | 3.36% | −5,979−5.4% | Reduced |
| Cyrus J. Lawrence, LLC | 104,554 | $24.4M | 4.78% | −838−0.8% | Reduced |
| MEMBERS Trust Co | 104,458 | $24.3M | 0.79% | −3,327−3.1% | Reduced |
| Clean Yield Group | 104,448 | $24.3M | 7.74% | +7,864+8.1% | Added |
| D L Carlson Investment Group Inc | 104,407 | $24.3M | 4.40% | −1,236−1.2% | Reduced |
| Accurate Wealth Management, LLC | 103,801 | $24.3M | 4.87% | +8,354+8.8% | Added |
| Modern Wealth Management, LLC | 103,983 | $24.2M | 1.48% | +1,724+1.7% | Added |
| Avala Global LP | 103,790 | $24.2M | 1.59% | −132,810−56.1% | Reduced |
| Canvas Wealth Advisors, LLC | 103,596 | $24.1M | 6.67% | +11,727+12.8% | Added |
| AlphaStar Capital Management, LLC | 103,575 | $24.1M | 1.91% | +12,437+13.6% | Added |
| Summit X, LLC | 114,375 | $24.1M | 5.87% | −6,073−5.0% | Reduced |
| PFC Capital Group, Inc. | 103,409 | $24.1M | 11.61% | −1,064−1.0% | Reduced |
| Marks Group Wealth Management, Inc | 103,325 | $24.1M | 2.30% | −844−0.8% | Reduced |
| Harvey Capital Management Inc | 103,191 | $24.0M | 6.01% | −3,490−3.3% | Reduced |
| Ballast Advisors LLC | 103,154 | $24.0M | 7.43% | −11,776−10.2% | Reduced |
| Abner Herrman & Brock LLC | 103,074 | $24.0M | 2.90% | −307−0.3% | Reduced |
| Harrell Investment Partners, LLC | 103,016 | $24.0M | 6.79% | −1,524−1.5% | Reduced |
| Naviter Wealth, LLC | 102,859 | $24.0M | 3.34% | −1,184−1.1% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 102,842 | $24.0M | 3.89% | +32,076+45.3% | Added |
| Spectrum Wealth Counsel, LLC | 102,819 | $24.0M | 2.83% | −6,584−6.0% | Reduced |
| BSW Wealth Partners | 102,798 | $24.0M | 3.59% | +2,134+2.1% | Added |
| Laird Norton Trust Company, LLC | 102,781 | $23.9M | 3.14% | +13,910+15.7% | Added |
| Motco | 102,532 | $23.9M | 2.39% | −6,069−5.6% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 102,489 | $23.9M | 15.43% | −9,118−8.2% | Reduced |
| Stockman Wealth Management, Inc. | 102,466 | $23.9M | 3.71% | +1,357+1.3% | Added |
| Green Harvest Asset Management LLC | 102,464 | $23.9M | 0.48% | +1,057+1.0% | Added |
| Absher Wealth Management, LLC | 102,283 | $23.8M | 3.07% | −11,513−10.1% | Reduced |
| Haverford Financial Services, Inc. | 102,240 | $23.8M | 6.82% | −11,010−9.7% | Reduced |
| Covenant Asset Management, LLC | 102,222 | $23.8M | 5.28% | −575−0.6% | Reduced |
| MONECO Advisors, LLC | 102,145 | $23.8M | 2.96% | −13,984−12.0% | Reduced |
| Mirador Capital Partners LP | 101,693 | $23.7M | 4.26% | −3,236−3.1% | Reduced |
| Brandywine Oak Private Wealth LLC | 101,428 | $23.6M | 2.29% | +690+0.7% | Added |
| Riverview Capital Advisers, LLC | 101,415 | $23.6M | 7.28% | −218−0.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 101,307 | $23.6M | 2.01% | +2,887+2.9% | Added |
| GSG Advisors LLC | 104,157 | $23.6M | 7.79% | +1,357+1.3% | Added |
| Mitchell Sinkler & Starr | 105,184 | $23.5M | 5.92% | +1,948+1.9% | Added |
| Sentinel Trust Co Lba | 100,545 | $23.4M | 2.67% | −2,396−2.3% | Reduced |
| Watts Gwilliam & Co., LLC | 103,719 | $23.4M | 5.11% | +103,719 | New |
| NFJ Investment Group, LLC | 100,482 | $23.4M | 0.69% | −11,828−10.5% | Reduced |
| True North Advisors, LLC | 100,322 | $23.4M | 6.12% | −19,588−16.3% | Reduced |
| Fundamentun, LLC | 100,320 | $23.4M | 1.63% | −3,546−3.4% | Reduced |
| Independence Bank of Kentucky | 100,257 | $23.4M | 5.02% | +20,846+26.3% | Added |
| Chapin Davis, Inc. | 100,236 | $23.4M | 7.57% | −389−0.4% | Reduced |
| Navalign, LLC | 100,188 | $23.3M | 6.87% | +3,813+4.0% | Added |
| Martin Investment Management, LLC | 100,179 | $23.3M | 5.71% | −5,027−4.8% | Reduced |
| Manhattan West Asset Management, LLC | 100,115 | $23.3M | 6.03% | +3,473+3.6% | Added |
| Benedict Financial Advisors Inc | 100,108 | $23.3M | 5.51% | −4,106−3.9% | Reduced |
| Capital Planning Advisors, LLC | 99,950 | $23.3M | 3.52% | +4,436+4.6% | Added |
| Moloney Securities Asset Management, LLC | 99,898 | $23.3M | 3.12% | −718−0.7% | Reduced |
| Jeppson Wealth Management, LLC | 99,881 | $23.3M | 8.34% | −404−0.4% | Reduced |
| Asset Management Group, Inc. | 99,834 | $23.3M | 4.07% | −400−0.4% | Reduced |
| Key Financial Inc | 99,772 | $23.2M | 5.14% | −340.0% | Reduced |
| Hamilton Point Investment Advisors, LLC | 99,657 | $23.2M | 4.19% | −103−0.1% | Reduced |
| PDS Planning, Inc | 99,602 | $23.2M | 2.08% | +1,543+1.6% | Added |
| Weil Company, Inc. | 99,245 | $23.1M | 7.59% | −539−0.5% | Reduced |
| Chelsea Counsel Co | 99,183 | $23.1M | 11.39% | −1,741−1.7% | Reduced |
| FRG Family Wealth Advisors LLC | 99,163 | $23.1M | 4.13% | −364−0.4% | Reduced |
| Guyasuta Investment Advisors Inc | 98,812 | $23.0M | 1.42% | −650−0.7% | Reduced |
| Peak Planning Group, LLC | 98,732 | $23.0M | 10.09% | −140−0.1% | Reduced |
| Peterson Wealth Services | 98,794 | $23.0M | 7.35% | +1,411+1.4% | Added |
| Guardian Investment Management | 98,729 | $23.0M | 19.94% | +6,647+7.2% | Added |
| Traphagen Investment Advisors LLC | 98,586 | $23.0M | 2.32% | +9,302+10.4% | Added |
| Nelson Capital Management, LLC | 98,209 | $22.9M | 3.86% | +1,206+1.2% | Added |