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 |
|---|---|---|---|---|---|
| Inlet Private Wealth, LLC | 89,587 | $20.9M | 5.30% | −266−0.3% | Reduced |
| MCF Advisors LLC | 89,496 | $20.9M | 1.46% | −1,324−1.5% | Reduced |
| First Interstate Bank | 89,388 | $20.8M | 1.27% | −241−0.3% | Reduced |
| Mayflower Financial Advisors, LLC | 89,338 | $20.8M | 3.14% | −1,916−2.1% | Reduced |
| Kapstone Financial Advisors LLC | 91,355 | $20.8M | 12.62% | +170.0% | Added |
| Proficio Capital Partners LLC | 89,008 | $20.7M | 2.06% | −17,342−16.3% | Reduced |
| Rheos Capital Works Inc. | 89,000 | $20.7M | 1.08% | +89,000 | New |
| Legacy Trust | 88,608 | $20.6M | 4.74% | −2,214−2.4% | Reduced |
| Guardian Capital Advisors LP | 91,236 | $20.6M | 2.03% | +1,401+1.6% | Added |
| Sound Income Strategies, LLC | 88,531 | $20.6M | 1.33% | +1,262+1.4% | Added |
| Puzo Michael J | 88,350 | $20.6M | 5.38% | −558−0.6% | Reduced |
| AIMZ Investment Advisors, LLC | 88,232 | $20.6M | 7.02% | −388−0.4% | Reduced |
| Laffer Tengler Investments | 88,176 | $20.5M | 4.16% | +989+1.1% | Added |
| Raab & Moskowitz Asset Management LLC | 88,137 | $20.5M | 5.20% | −1,259−1.4% | Reduced |
| Westside Investment Management, Inc. | 90,003 | $20.4M | 4.35% | −903−1.0% | Reduced |
| EPG Wealth Management LLC | 87,547 | $20.4M | 5.15% | +87,547 | Added |
| Unisphere Establishment | 87,500 | $20.4M | 0.19% | −6,750−7.2% | Reduced |
| Carroll Investors, Inc | 87,623 | $20.4M | 13.36% | +1,354+1.6% | Added |
| Wright Investors Service Inc | 87,347 | $20.4M | 5.33% | +5,841+7.2% | Added |
| Foster Dykema Cabot & Partners, LLC | 87,322 | $20.3M | 1.71% | +2,938+3.5% | Added |
| Berkshire Bank | 87,220 | $20.3M | 4.77% | +2,883+3.4% | Added |
| EULAV Asset Management | 87,056 | $20.3M | 0.49% | +4,003+4.8% | Added |
| Ausdal Financial Partners, Inc. | 87,025 | $20.3M | 2.11% | +2,943+3.5% | Added |
| Round Rock Advisors, LLC | 86,847 | $20.2M | 4.73% | −4,314−4.7% | Reduced |
| Pegasus Asset Management, Inc. | 86,480 | $20.1M | 7.69% | −2,777−3.1% | Reduced |
| Atlas Wealth LLC | 86,406 | $20.1M | 8.69% | +68+0.1% | Added |
| DF Dent & Co Inc | 86,381 | $20.1M | 0.24% | −8,190−8.7% | Reduced |
| Great Lakes Retirement, Inc. | 86,245 | $20.1M | 2.58% | +2,575+3.1% | Added |
| BCJ Capital Management, LLC | 86,223 | $20.1M | 1.50% | −49,589−36.5% | Reduced |
| FinTrust Capital Advisors, LLC | 86,154 | $20.1M | 3.41% | +2,135+2.5% | Added |
| SFE Investment Counsel | 85,984 | $20.0M | 4.17% | −1,087−1.2% | Reduced |
| Intrua Financial, LLC | 85,710 | $20.0M | 3.25% | −20,681−19.4% | Reduced |
| Mattern Capital Management, LLC | 85,552 | $19.9M | 2.51% | −412−0.5% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 85,329 | $19.9M | 1.65% | −29,067−25.4% | Reduced |
| STF Management LP | 85,324 | $19.9M | 9.05% | −9,300−9.8% | Reduced |
| Guardian Wealth Advisors, LLC | 85,296 | $19.9M | 2.15% | −2,884−3.3% | Reduced |
| Paradigm Financial Partners, LLC | 88,182 | $19.9M | 2.77% | +1,619+1.9% | Added |
| Breakwater Capital Group | 85,155 | $19.8M | 4.00% | −816−0.9% | Reduced |
| Rockport Wealth LLC | 84,969 | $19.8M | 5.28% | +7,468+9.6% | Added |
| Schwerin Boyle Capital Management Inc | 84,950 | $19.8M | 2.07% | −71,365−45.7% | Reduced |
| Leonteq Securities AG | 84,946 | $19.8M | 2.33% | +13,800+19.4% | Added |
| Renaissance Investment Group LLC | 84,718 | $19.7M | 4.11% | −2,491−2.9% | Reduced |
| Grandview Asset Management LLC | 84,711 | $19.7M | 11.31% | −3,807−4.3% | Reduced |
| Frisch Financial Group, Inc. | 84,680 | $19.7M | 5.93% | −1,719−2.0% | Reduced |
| Armstrong Advisory Group, Inc | 84,639 | $19.7M | 1.63% | −5,010−5.6% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 84,547 | $19.7M | 0.76% | +9,710+13.0% | Added |
| Montchanin Asset Management, LLC | 84,407 | $19.7M | 18.12% | +363+0.4% | Added |
| Vise Technologies, Inc. | 84,372 | $19.7M | 2.50% | +27,244+47.7% | Added |
| RVW Wealth, LLC | 84,328 | $19.6M | 1.83% | −145−0.2% | Reduced |
| Diligent Investors, LLC | 84,127 | $19.6M | 4.55% | −923−1.1% | Reduced |
| NBW Capital LLC | 84,026 | $19.6M | 3.69% | −1,655−1.9% | Reduced |
| Cim, LLC | 83,976 | $19.6M | 2.82% | −271−0.3% | Reduced |
| Fusion Capital, LLC | 83,957 | $19.6M | 8.39% | −1,149−1.4% | Reduced |
| World Equity Group, Inc. | 83,873 | $19.5M | 7.06% | −3,396−3.9% | Reduced |
| Overbrook Management Corp | 83,722 | $19.5M | 4.48% | −577−0.7% | Reduced |
| Merriman Wealth Management, LLC | 83,640 | $19.5M | 0.79% | −1,740−2.0% | Reduced |
| Sassicaia Capital Advisers LLC | 83,640 | $19.5M | 56.55% | +79,640+1,991.0% | Added |
| Harbor Capital Advisors, Inc. | 83,575 | $19.5M | 0.85% | +258+0.3% | Added |
| Cardinal Capital Management | 83,501 | $19.5M | 3.03% | +260+0.3% | Added |
| Investment Research & Advisory Group, Inc. | 83,482 | $19.5M | 8.27% | −1,245−1.5% | Reduced |
| Blume Capital Management, Inc. | 83,347 | $19.4M | 4.39% | −1,106−1.3% | Reduced |
| Cypress Capital Management LLC (WY) | 83,347 | $19.4M | 21.00% | −10,580−11.3% | Reduced |
| New Capital Management LP | 83,267 | $19.4M | 5.48% | −177−0.2% | Reduced |
| Union Heritage Capital, LLC | 83,238 | $19.4M | 7.16% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 83,230 | $19.4M | 3.36% | −1,410−1.7% | Reduced |
| Bank of New Hampshire | 83,208 | $19.4M | 4.86% | −1,432−1.7% | Reduced |
| SeaBridge Investment Advisors LLC | 83,050 | $19.4M | 4.73% | −244−0.3% | Reduced |
| Janney Capital Management LLC | 82,913 | $19.3M | 1.30% | +1,641+2.0% | Added |
| Marex Group plc | 82,754 | $19.3M | 0.44% | +9,982+13.7% | Added |
| Allied Investment Advisors, LLC | 82,730 | $19.3M | 3.82% | −769−0.9% | Reduced |
| Twin Lakes Capital Management, LLC | 82,675 | $19.3M | 12.41% | +46+0.1% | Added |
| Bremer Bank National Association | 82,662 | $19.3M | 3.63% | −3,441−4.0% | Reduced |
| Greystone Financial Group, LLC | 82,647 | $19.3M | 3.44% | +830+1.0% | Added |
| Stonebrook Private Inc. | 82,324 | $19.2M | 5.07% | −866−1.0% | Reduced |
| Cahill Financial Advisors Inc | 82,293 | $19.2M | 2.62% | +439+0.5% | Added |
| Chatham Capital Group, Inc. | 82,257 | $19.2M | 3.13% | −414−0.5% | Reduced |
| Mezzasalma Advisors, LLC | 82,229 | $19.2M | 7.55% | +217+0.3% | Added |
| Nicollet Investment Management, Inc. | 82,196 | $19.2M | 6.62% | −1,548−1.8% | Reduced |
| Duncker Streett & Co Inc | 82,078 | $19.1M | 3.49% | −87−0.1% | Reduced |
| Eagle Rock Investment Company, LLC | 82,056 | $19.1M | 3.20% | −1,655−2.0% | Reduced |
| Acropolis Investment Management, LLC | 81,959 | $19.1M | 1.13% | +545+0.7% | Added |
| Flynn Zito Capital Management, LLC | 81,928 | $19.1M | 9.24% | +1,666+2.1% | Added |
| Norris Perne & French LLP | 81,627 | $19.0M | 1.30% | −3,410−4.0% | Reduced |
| L2 Asset Management, LLC | 81,523 | $19.0M | 5.16% | −3,194−3.8% | Reduced |
| Gradient Capital Advisors, LLC | 81,447 | $19.0M | 6.28% | −3,925−4.6% | Reduced |
| Summit Global Investments | 81,314 | $18.9M | 1.21% | −8,601−9.6% | Reduced |
| Aviso Wealth Management | 81,267 | $18.9M | 10.27% | +4,003+5.2% | Added |
| Leisure Capital Management | 81,242 | $18.9M | 8.09% | +716+0.9% | Added |
| Resonant Capital Advisors, LLC | 81,233 | $18.9M | 1.39% | +3,745+4.8% | Added |
| Gifford Fong Associates | 81,169 | $18.9M | 4.73% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 81,105 | $18.9M | 1.77% | +3,139+4.0% | Added |
| SS&H Financial Advisors, Inc. | 80,886 | $18.8M | 6.87% | +976+1.2% | Added |
| Cable Hill Partners, LLC | 80,871 | $18.8M | 1.85% | +20,356+33.6% | Added |
| Hodges Capital Management Inc. | 80,713 | $18.8M | 1.20% | −802−1.0% | Reduced |
| Edgestream Partners, L.P. | 80,657 | $18.8M | 0.83% | −50,094−38.3% | Reduced |
| Patten Group, Inc. | 80,637 | $18.8M | 4.17% | −1,085−1.3% | Reduced |
| Wambolt & Associates, LLC | 83,027 | $18.8M | 5.13% | +358+0.4% | Added |
| Tradewinds, LLC. | 80,569 | $18.8M | 5.78% | +1,668+2.1% | Added |
| Ironvine Capital Partners, LLC | 80,467 | $18.7M | 2.01% | +764+1.0% | Added |
| WealthTrust Axiom LLC | 80,458 | $18.7M | 5.55% | +3,497+4.5% | Added |