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 |
|---|---|---|---|---|---|
| Ellis Investment Partners, LLC | 98,114 | $22.9M | 4.46% | −336−0.3% | Reduced |
| Aaron Wealth Advisors | 97,771 | $22.8M | 2.71% | +13,669+16.3% | Added |
| Harbor Island Capital LLC | 97,688 | $22.8M | 10.77% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 97,602 | $22.7M | 13.14% | −5,103−5.0% | Reduced |
| Northstar Asset Management Inc | 97,493 | $22.7M | 5.58% | −4,596−4.5% | Reduced |
| Monograph Wealth Advisors, LLC | 97,480 | $22.7M | 2.96% | −22,424−18.7% | Reduced |
| Atlas Private Wealth Advisors | 97,372 | $22.7M | 3.29% | −79−0.1% | Reduced |
| Perkins Coie Trust Co | 97,265 | $22.7M | 5.03% | −1,919−1.9% | Reduced |
| Villere St Denis J & Co LLC | 97,247 | $22.7M | 1.85% | −1,948−2.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 97,173 | $22.6M | 3.08% | +8,006+9.0% | Added |
| Herold Advisors, Inc. | 96,926 | $22.6M | 4.90% | −648−0.7% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 96,685 | $22.5M | 3.42% | +490+0.5% | Added |
| Paragon Capital Management LLC | 96,611 | $22.5M | 11.65% | −184−0.2% | Reduced |
| Catalyst Financial Partners LLC | 96,589 | $22.5M | 4.40% | +3,935+4.2% | Added |
| Insight Advisors, LLC | 96,465 | $22.5M | 3.91% | −3,130−3.1% | Reduced |
| Zuckerman Investment Group, LLC | 96,377 | $22.5M | 2.31% | +2,129+2.3% | Added |
| Meridian Wealth Advisors, LLC | 96,369 | $22.5M | 3.75% | −3,268−3.3% | Reduced |
| Lathrop Investment Management Corp | 96,301 | $22.4M | 4.17% | −1,243−1.3% | Reduced |
| CenterBook Partners LP | 96,271 | $22.4M | 1.38% | +39,585+69.8% | Added |
| HFR Wealth Management, LLC | 96,252 | $22.4M | 5.45% | −400.0% | Reduced |
| Elyxium Wealth, LLC | 96,014 | $22.4M | 12.31% | +96,014 | New |
| BFSG, LLC | 95,690 | $22.3M | 2.59% | −1,959−2.0% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 95,685 | $22.3M | 1.46% | −1,120−1.2% | Reduced |
| WoodTrust Financial Corp | 95,648 | $22.3M | 3.17% | −2,565−2.6% | Reduced |
| EagleClaw Capital Managment, LLC | 95,493 | $22.2M | 3.72% | +4,985+5.5% | Added |
| Montis Financial, LLC | 95,187 | $22.2M | 7.88% | −7,245−7.1% | Reduced |
| Loomis Sayles & Co L P | 95,106 | $22.2M | 0.03% | −11,671−10.9% | Reduced |
| Osher Van de Voorde Investment Management | 95,093 | $22.2M | 4.79% | −7,297−7.1% | Reduced |
| Jacobi Capital Management LLC | 94,951 | $22.1M | 1.67% | +2,276+2.5% | Added |
| Armstrong, Fleming & Moore, Inc | 94,857 | $22.1M | 12.88% | −2,385−2.5% | Reduced |
| Family Management Corp | 94,828 | $22.1M | 3.68% | +149+0.2% | Added |
| O'Dell Group, LLC | 94,774 | $22.1M | 4.90% | −5,092−5.1% | Reduced |
| Grandfield & Dodd, LLC | 94,557 | $22.0M | 1.31% | −132−0.1% | Reduced |
| Quadcap Wealth Management, LLC | 94,401 | $22.0M | 3.44% | +7,268+8.3% | Added |
| Oak Harvest Investment Services | 94,206 | $21.9M | 3.16% | −47,177−33.4% | Reduced |
| Arlington Financial Advisors, LLC | 94,161 | $21.9M | 4.51% | −1,379−1.4% | Reduced |
| Act Two Investors LLC | 94,125 | $21.9M | 4.14% | −149−0.2% | Reduced |
| Adams Asset Advisors, LLC | 94,026 | $21.9M | 2.90% | −3,294−3.4% | Reduced |
| Stonebridge Capital Management Inc | 93,883 | $21.9M | 8.68% | −1,050−1.1% | Reduced |
| SOL Capital Management CO | 93,813 | $21.9M | 2.43% | −8,283−8.1% | Reduced |
| IPG Investment Advisors LLC | 93,673 | $21.8M | 4.75% | −43,446−31.7% | Reduced |
| Capital City Trust Co | 93,669 | $21.8M | 5.42% | +482+0.5% | Added |
| Bill Few Associates, Inc. | 93,643 | $21.8M | 7.74% | −825−0.9% | Reduced |
| First PREMIER Bank | 93,467 | $21.8M | 5.43% | +1,551+1.7% | Added |
| Skopos Labs, Inc. | 93,437 | $21.8M | 7.16% | +6,366+7.3% | Added |
| Jessup Wealth Management, Inc | 93,402 | $21.8M | 9.98% | −8,031−7.9% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 93,381 | $21.8M | 3.31% | +239+0.3% | Added |
| Taylor Hoffman Capital Management LLC | 96,271 | $21.7M | 8.34% | +96,271 | New |
| Toth Financial Advisory Corp | 93,224 | $21.7M | 2.57% | −797−0.8% | Reduced |
| Ransom Advisory, Ltd | 93,111 | $21.7M | 10.14% | −1,760−1.9% | Reduced |
| Walter & Keenan Financial Consulting Co | 92,894 | $21.6M | 6.58% | −413−0.4% | Reduced |
| Liberty Capital Management, Inc. | 92,891 | $21.6M | 4.79% | −1,836−1.9% | Reduced |
| GDS Wealth Management | 92,753 | $21.6M | 2.11% | +2,728+3.0% | Added |
| Titan Global Capital Management USA LLC | 92,660 | $21.6M | 3.37% | −2,969−3.1% | Reduced |
| Lakeview Capital Partners, LLC | 92,547 | $21.6M | 3.44% | −79,316−46.2% | Reduced |
| Rench Wealth Management, Inc. | 92,403 | $21.5M | 7.39% | −887−1.0% | Reduced |
| St. Clair Advisors, LLC | 92,364 | $21.5M | 6.11% | −130−0.1% | Reduced |
| Aries Wealth Management | 92,352 | $21.5M | 5.91% | −642−0.7% | Reduced |
| Brave Asset Management Inc | 92,351 | $21.5M | 5.34% | −331−0.4% | Reduced |
| Private Capital Management LLC | 92,297 | $21.5M | 3.89% | +18,790+25.6% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 92,263 | $21.5M | 9.98% | +595+0.6% | Added |
| Riversedge Advisors, LLC | 92,255 | $21.5M | 4.88% | +393+0.4% | Added |
| Onyx Bridge Wealth Group LLC | 92,252 | $21.5M | 3.24% | −632−0.7% | Reduced |
| Central Bank & Trust Co | 92,068 | $21.5M | 2.96% | −6,304−6.4% | Reduced |
| Everhart Financial Group, Inc. | 94,815 | $21.4M | 4.75% | +10,979+13.1% | Added |
| ProVise Management Group, LLC | 91,951 | $21.4M | 1.70% | −1,627−1.7% | Reduced |
| Marcum Wealth, LLC | 91,734 | $21.4M | 1.99% | +674+0.7% | Added |
| Guardian Asset Advisors, LLC | 91,662 | $21.4M | 14.51% | −471−0.5% | Reduced |
| united american securities inc. (d/b/a uas asset management) | 91,651 | $21.4M | 5.19% | −3,543−3.7% | Reduced |
| Sterneck Capital Management, LLC | 91,598 | $21.3M | 11.55% | −1,321−1.4% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 91,584 | $21.3M | 1.82% | −2,080−2.2% | Reduced |
| Strategic Investment Advisors | 91,440 | $21.3M | 2.33% | +5,088+5.9% | Added |
| Roberts Wealth Advisors, LLC | 94,309 | $21.3M | 6.89% | +2,068+2.2% | Added |
| Slow Capital, Inc. | 91,353 | $21.3M | 3.26% | +576+0.6% | Added |
| SkyOak Wealth, LLC | 91,338 | $21.3M | 4.71% | −2,418−2.6% | Reduced |
| Levin Capital Strategies, L.P. | 91,280 | $21.3M | 2.06% | −10,356−10.2% | Reduced |
| Warther Private Wealth, LLC | 91,274 | $21.3M | 7.50% | −26,692−22.6% | Reduced |
| Northwest Bank & Trust Co | 91,256 | $21.3M | 16.17% | +116+0.1% | Added |
| Central Pacific Bank - Trust Division | 91,229 | $21.3M | 2.68% | −13,518−12.9% | Reduced |
| Westhampton Capital, LLC | 91,186 | $21.2M | 10.78% | −6,660−6.8% | Reduced |
| Global Endowment Management, LP | 91,074 | $21.2M | 2.14% | −2,551−2.7% | Reduced |
| Westbourne Investment Advisors, Inc. | 91,024 | $21.2M | 7.41% | −404−0.4% | Reduced |
| McCollum Christoferson Group LLC | 90,945 | $21.2M | 6.14% | −642−0.7% | Reduced |
| Mission Creek Capital Partners, Inc. | 90,845 | $21.2M | 4.92% | +2,605+3.0% | Added |
| Isthmus Partners, LLC | 90,722 | $21.1M | 2.51% | −1,923−2.1% | Reduced |
| Carolinas Wealth Consulting LLC | 90,696 | $21.1M | 3.83% | +119+0.1% | Added |
| MBL Wealth, LLC | 90,663 | $21.1M | 2.28% | −9,955−9.9% | Reduced |
| Tanager Wealth Management LLP | 90,642 | $21.1M | 2.84% | +266+0.3% | Added |
| Wealth Effects LLC | 90,612 | $21.1M | 7.40% | −1,339−1.5% | Reduced |
| HWG Holdings LP | 90,599 | $21.1M | 7.26% | +21,595+31.3% | Added |
| Carmichael Hill & Associates, Inc. | 90,530 | $21.1M | 7.80% | −292−0.3% | Reduced |
| BNC Wealth Management, LLC | 90,501 | $21.1M | 7.77% | +295+0.3% | Added |
| Vertex Planning Partners, LLC | 90,365 | $21.1M | 5.03% | +5,421+6.4% | Added |
| Ipswich Investment Management Co., Inc. | 90,320 | $21.0M | 4.87% | −2,033−2.2% | Reduced |
| Allen Capital Group, LLC | 90,316 | $21.0M | 2.67% | +3,224+3.7% | Added |
| O'Rourke & Company, Inc | 90,188 | $21.0M | 10.52% | −238−0.3% | Reduced |
| Lineweaver Wealth Advisors, LLC | 90,086 | $21.0M | 4.00% | +1,735+2.0% | Added |
| Red Lighthouse Investment Management, LLC | 89,712 | $20.9M | 8.17% | −909−1.0% | Reduced |
| Optimum Investment Advisors | 89,688 | $20.9M | 9.03% | −1,651−1.8% | Reduced |
| MV Capital Management, Inc. | 89,615 | $20.9M | 2.22% | +9,880+12.4% | Added |