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 |
|---|---|---|---|---|---|
| Live Oak Private Wealth LLC | 80,444 | $18.7M | 3.04% | −796−1.0% | Reduced |
| Bedel Financial Consulting, Inc. | 80,380 | $18.7M | 2.64% | −1,462−1.8% | Reduced |
| Crescent Grove Advisors, LLC | 80,358 | $18.7M | 1.91% | −1,831−2.2% | Reduced |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 80,077 | $18.7M | 4.55% | +10,206+14.6% | Added |
| Davy Global Fund Management Ltd | 80,036 | $18.6M | 1.94% | +2,073+2.7% | Added |
| Udine Wealth Management, Inc. | 79,938 | $18.6M | 13.14% | −2,181−2.7% | Reduced |
| Radnor Capital Management, LLC | 79,929 | $18.6M | 2.77% | +6,857+9.4% | Added |
| Kingfisher Capital LLC | 79,887 | $18.6M | 4.26% | −1,584−1.9% | Reduced |
| CapWealth Advisors, LLC | 79,789 | $18.6M | 2.03% | −9,546−10.7% | Reduced |
| Horan Capital Advisors, LLC. | 79,625 | $18.6M | 6.16% | −1,954−2.4% | Reduced |
| Neumann Capital Management, LLC | 79,557 | $18.5M | 6.17% | −2,496−3.0% | Reduced |
| Portfolio Design Labs, LLC | 79,538 | $18.5M | 5.17% | −6,069−7.1% | Reduced |
| Aragon Global Management, LP | 79,403 | $18.5M | 7.75% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 79,396 | $18.5M | 2.81% | +173+0.2% | Added |
| Hamel Associates, Inc. | 79,210 | $18.5M | 5.64% | −757−0.9% | Reduced |
| KLCM Advisors, Inc. | 79,211 | $18.5M | 2.19% | +8,715+12.4% | Added |
| Allegheny Financial Group LTD | 79,186 | $18.5M | 4.55% | −874−1.1% | Reduced |
| General Partner, Inc. | 79,158 | $18.4M | 11.46% | −7,275−8.4% | Reduced |
| McDonald Partners LLC | 79,131 | $18.4M | 4.61% | +1,673+2.2% | Added |
| Nikulski Financial, Inc. | 79,106 | $18.4M | 5.52% | −447−0.6% | Reduced |
| Knightsbridge Asset Management, LLC | 79,087 | $18.4M | 4.13% | +66+0.1% | Added |
| Legacy Financial Advisors, Inc. | 79,052 | $18.4M | 3.09% | +3,389+4.5% | Added |
| Argonautica Private Wealth Management, Inc | 79,028 | $18.4M | 6.11% | +220+0.3% | Added |
| Richard C. Young & CO., LTD. | 79,005 | $18.4M | 2.01% | +1,245+1.6% | Added |
| Fairhaven Wealth Management, LLC | 78,921 | $18.4M | 5.63% | −229−0.3% | Reduced |
| Fort Point Capital Partners LLC | 78,677 | $18.3M | 2.30% | +3,181+4.2% | Added |
| Concord Wealth Partners | 78,496 | $18.3M | 3.05% | +2,547+3.4% | Added |
| Schubert & Co | 78,452 | $18.3M | 13.00% | −19,617−20.0% | Reduced |
| EFG Asset Management (North America) Corp. | 78,412 | $18.3M | 3.06% | +4,739+6.4% | Added |
| Cidel Asset Management Inc | 78,395 | $18.3M | 1.29% | −338−0.4% | Reduced |
| McAdam, LLC | 78,385 | $18.3M | 1.02% | +4,883+6.6% | Added |
| Symphony Financial, Ltd. Co. | 80,434 | $18.3M | 3.02% | +2,015+2.6% | Added |
| United Capital Management of KS, Inc. | 78,335 | $18.3M | 3.97% | −14,809−15.9% | Reduced |
| Avalon Global Asset Management LLC | 78,320 | $18.2M | 5.62% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 78,227 | $18.2M | 8.86% | −520−0.7% | Reduced |
| Empirical Asset Management, LLC | 288,961 | $18.2M | 6.49% | −5,108−1.7% | Reduced |
| Iowa State Bank | 78,174 | $18.2M | 3.75% | −4,932−5.9% | Reduced |
| Jackson Hole Capital Partners, LLC | 78,113 | $18.2M | 3.80% | −68−0.1% | Reduced |
| Certified Advisory Corp | 78,084 | $18.2M | 2.02% | −788−1.0% | Reduced |
| Heritage Wealth Management, Inc. | 78,067 | $18.2M | 5.96% | −4,584−5.5% | Reduced |
| AlphaCore Capital LLC | 77,865 | $18.1M | 4.10% | −973−1.2% | Reduced |
| Keebeck Wealth Management, LLC | 77,855 | $18.1M | 2.63% | −209−0.3% | Reduced |
| High Note Wealth, LLC | 77,822 | $18.1M | 5.18% | −128−0.2% | Reduced |
| TFG Advisers LLC | 77,800 | $18.1M | 6.52% | −2,296−2.9% | Reduced |
| WESPAC Advisors SoCal, LLC | 77,719 | $18.1M | 4.19% | +1,190+1.6% | Added |
| Monterey Private Wealth, Inc. | 77,684 | $18.1M | 6.17% | −385−0.5% | Reduced |
| Catalina Capital Group, LLC | 77,681 | $18.1M | 6.14% | +5,812+8.1% | Added |
| First Commonwealth Financial Corp | 77,656 | $18.1M | 4.33% | +1,588+2.1% | Added |
| Capital Counsel LLC | 77,610 | $18.1M | 0.78% | +450+0.6% | Added |
| Field & Main Bank | 77,475 | $18.1M | 6.43% | −1,450−1.8% | Reduced |
| Optas, LLC | 77,407 | $18.0M | 4.15% | +6,601+9.3% | Added |
| Professional Advisory Services Inc | 77,339 | $18.0M | 2.37% | −512−0.7% | Reduced |
| American Trust | 77,292 | $18.0M | 1.49% | +5,118+7.1% | Added |
| Alpine Woods Capital Investors, LLC | 80,259 | $18.0M | 3.16% | −2,755−3.3% | Reduced |
| Kathmere Capital Management, LLC | 77,210 | $18.0M | 1.69% | +6,632+9.4% | Added |
| BOK Financial Private Wealth, Inc. | 77,139 | $18.0M | 1.30% | −952−1.2% | Reduced |
| Silver Oak Securities, Inc | 79,514 | $18.0M | 1.90% | +15,136+23.5% | Added |
| Fortis Capital Advisors, LLC | 77,092 | $18.0M | 6.01% | +3,033+4.1% | Added |
| Apella Capital, LLC | 79,072 | $17.9M | 0.74% | +1,255+1.6% | Added |
| Bell Asset Management Ltd | 76,901 | $17.9M | 3.28% | −124,835−61.9% | Reduced |
| Leuthold Group, LLC | 76,886 | $17.9M | 1.99% | −16,715−17.9% | Reduced |
| RFP Financial Group LLC | 76,897 | $17.9M | 5.83% | −6,504−7.8% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 76,845 | $17.9M | 1.89% | +11,628+17.8% | Added |
| Lipe & Dalton | 76,633 | $17.9M | 9.02% | −1,141−1.5% | Reduced |
| Two Point Capital Management, Inc. | 76,625 | $17.9M | 6.52% | +505+0.7% | Added |
| Austin Private Wealth, LLC | 76,527 | $17.8M | 1.75% | +375+0.5% | Added |
| Founders Financial Securities LLC | 76,276 | $17.8M | 1.64% | −14,455−15.9% | Reduced |
| Ifrah Financial Services, Inc. | 76,255 | $17.8M | 4.79% | −198−0.3% | Reduced |
| Humankind Investments LLC | 76,212 | $17.8M | 6.41% | −1,894−2.4% | Reduced |
| Alpha Omega Wealth Management LLC | 76,190 | $17.8M | 3.26% | −2,291−2.9% | Reduced |
| Strategic Global Advisors, LLC | 76,113 | $17.7M | 3.50% | −1,951−2.5% | Reduced |
| Crane Advisory, LLC | 78,471 | $17.7M | 3.20% | +61,738+369.0% | Added |
| Beach Investment Counsel Inc | 75,955 | $17.7M | 2.19% | −975−1.3% | Reduced |
| Atlantic Trust, LLC | 75,908 | $17.7M | 4.23% | +349+0.5% | Added |
| Financial Network Wealth Management LLC | 75,888 | $17.7M | 6.34% | −450−0.6% | Reduced |
| Atlas Brown,Inc. | 75,605 | $17.6M | 6.10% | −60−0.1% | Reduced |
| Coastal Investment Advisors, Inc. | 76,098 | $17.6M | 8.10% | −73,030−49.0% | Reduced |
| UMA Financial Services, Inc. | 75,131 | $17.6M | 3.17% | +333+0.4% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 75,388 | $17.6M | 1.00% | −2,907−3.7% | Reduced |
| Waterloo Capital, L.P. | 75,143 | $17.5M | 1.91% | +907+1.2% | Added |
| LRI Investments, LLC | 76,638 | $17.5M | 1.70% | +18,003+30.7% | Added |
| WBH Advisory Inc | 75,039 | $17.5M | 1.66% | +1,342+1.8% | Added |
| American Investment Services, Inc. | 74,844 | $17.4M | 2.91% | +228+0.3% | Added |
| Keystone Wealth Services, LLC | 74,587 | $17.4M | 4.81% | +3,449+4.8% | Added |
| Mane Global Capital Management LP | 74,542 | $17.4M | 1.21% | −193,811−72.2% | Reduced |
| Sustainable Insight Capital Management, LLC | 74,401 | $17.3M | 7.86% | −3,400−4.4% | Reduced |
| Strategic Financial Services, Inc, | 74,392 | $17.3M | 1.03% | +966+1.3% | Added |
| Monolith Management Ltd | 74,250 | $17.3M | 10.11% | +74,250 | New |
| Wealth Group, Ltd. | 74,215 | $17.3M | 11.60% | +673+0.9% | Added |
| Harmony Asset Management LLC | 74,175 | $17.3M | 6.35% | +1,149+1.6% | Added |
| Verition Fund Management LLC | 74,124 | $17.3M | 0.12% | −903,072−92.4% | Reduced |
| Bell Bank | 73,994 | $17.2M | 2.04% | +10,065+15.7% | Added |
| Consolidated Planning Corp | 73,964 | $17.2M | 2.56% | +1,908+2.6% | Added |
| Legacy Wealth Management, LLC | 73,945 | $17.2M | 6.33% | +5,231+7.6% | Added |
| Trust Co of the South | 73,943 | $17.2M | 3.65% | −44−0.1% | Reduced |
| McDonough Capital Management, Inc | 73,888 | $17.2M | 11.85% | +366+0.5% | Added |
| Morningstar Investment Services LLC | 75,573 | $17.2M | 0.18% | +19,160+34.0% | Added |
| Managed Asset Portfolios, LLC | 73,793 | $17.2M | 2.43% | −8,139−9.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 73,673 | $17.2M | 2.31% | −2,680−3.5% | Reduced |
| Newman Dignan & Sheerar, Inc. | 73,529 | $17.2M | 4.11% | −1,800−2.4% | Reduced |