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 |
|---|---|---|---|---|---|
| LMG Wealth Partners, LLC | 73,595 | $17.1M | 3.93% | −705−0.9% | Reduced |
| Baldwin Investment Management, LLC | 73,567 | $17.1M | 2.15% | −352−0.5% | Reduced |
| Capital Investment Counsel, LLC | 73,567 | $17.1M | 2.97% | +1,224+1.7% | Added |
| FLC Capital Advisors | 73,544 | $17.1M | 3.95% | 00.0% | Unchanged |
| Callan Family Office, LLC | 73,507 | $17.1M | 2.88% | +25,653+53.6% | Added |
| Souders Financial Advisors | 73,487 | $17.1M | 2.39% | −3,516−4.6% | Reduced |
| Financial Insights, Inc. | 73,396 | $17.1M | 5.40% | −30,939−29.7% | Reduced |
| JSF Financial, LLC | 73,195 | $17.1M | 4.98% | −734−1.0% | Reduced |
| Centurion Wealth Management LLC | 73,182 | $17.1M | 5.44% | +73,182 | New |
| Strengthening Families & Communities, LLC | 73,171 | $17.0M | 4.37% | +1,065+1.5% | Added |
| Quotient Wealth Partners, LLC | 73,147 | $17.0M | 0.56% | −690−0.9% | Reduced |
| Kercheville Advisors, LLC | 73,135 | $17.0M | 7.19% | −84−0.1% | Reduced |
| Kennedy Investment Group | 73,108 | $17.0M | 7.84% | −999−1.3% | Reduced |
| Roberts Glore & Co Inc | 72,964 | $17.0M | 4.92% | −1,293−1.7% | Reduced |
| Burford Brothers, Inc. | 72,936 | $17.0M | 8.86% | +322+0.4% | Added |
| Hirtle Callaghan & Co LLC | 72,927 | $17.0M | 0.69% | +1,535+2.2% | Added |
| Dominguez Wealth Management Solutions, Inc. | 72,906 | $17.0M | 12.30% | −320.0% | Reduced |
| Kesler, Norman & Wride, LLC | 72,885 | $17.0M | 3.33% | −8,232−10.1% | Reduced |
| Sweeney & Michel, LLC | 72,212 | $17.0M | 6.69% | −125−0.2% | Reduced |
| Moseley Investment Management Inc | 72,814 | $17.0M | 6.77% | −2,136−2.8% | Reduced |
| Consilium Wealth Advisory, LLC | 72,705 | $16.9M | 9.25% | +735+1.0% | Added |
| Intelligence Driven Advisers, LLC | 72,547 | $16.9M | 2.42% | +1,734+2.4% | Added |
| Balboa Wealth Partners | 72,512 | $16.9M | 4.21% | −4,171−5.4% | Reduced |
| Charter Research & Investment Group, Inc. | 72,402 | $16.9M | 12.44% | −1,828−2.5% | Reduced |
| Adirondack Trust Co | 72,392 | $16.9M | 6.50% | −380−0.5% | Reduced |
| Stablepoint Partners, LLC | 72,386 | $16.9M | 3.07% | −812−1.1% | Reduced |
| Moss Adams Wealth Advisors LLC | 72,384 | $16.9M | 1.85% | +4,908+7.3% | Added |
| Gladius Capital Management LP | 72,301 | $16.8M | 10.11% | +26,974+59.5% | Added |
| London & Capital Asset Management Ltd | 72,188 | $16.8M | 1.33% | +6,945+10.6% | Added |
| Birch Capital Management, LLC | 72,029 | $16.8M | 8.20% | +20.0% | Added |
| Rbo & Co LLC | 71,864 | $16.7M | 2.64% | −1,238−1.7% | Reduced |
| Ignite Planners, LLC | 71,707 | $16.7M | 3.83% | −9,524−11.7% | Reduced |
| Global Financial Private Client, LLC | 71,622 | $16.7M | 6.51% | +1,013+1.4% | Added |
| ORBA Wealth Advisors, L.L.C. | 71,551 | $16.7M | 8.44% | −713−1.0% | Reduced |
| Citizens Business Bank | 71,543 | $16.7M | 3.36% | −1,222−1.7% | Reduced |
| Glassy Mountain Advisors, Inc. | 71,524 | $16.7M | 5.85% | −5,357−7.0% | Reduced |
| Enterprise Bank & Trust Co | 71,475 | $16.7M | 5.36% | +210.0% | Added |
| Lattice Capital Management, LLC | 71,434 | $16.6M | 15.15% | 00.0% | Unchanged |
| Borer Denton & Associates, Inc. | 71,405 | $16.6M | 5.68% | −170−0.2% | Reduced |
| First Dallas Securities Inc. | 71,398 | $16.6M | 6.95% | +58+0.1% | Added |
| Bay Rivers Group | 71,348 | $16.6M | 8.26% | −373−0.5% | Reduced |
| Centre Asset Management, LLC | 71,231 | $16.6M | 3.58% | −62,334−46.7% | Reduced |
| Tiff Advisory Services Inc | 71,155 | $16.6M | 5.51% | +4,398+6.6% | Added |
| DLK Investment Management, LLC | 71,157 | $16.6M | 6.35% | −411−0.6% | Reduced |
| Koa Wealth Management, LLC | 71,021 | $16.5M | 12.78% | −3,322−4.5% | Reduced |
| Settian Capital LP | 70,900 | $16.5M | 12.04% | 00.0% | Unchanged |
| Stoneridge Investment Partners LLC | 70,818 | $16.5M | 6.13% | −11,047−13.5% | Reduced |
| Hendley & Co Inc | 70,765 | $16.5M | 5.75% | −17,076−19.4% | Reduced |
| Bangor Savings Bank | 70,742 | $16.5M | 1.55% | −1,650−2.3% | Reduced |
| Georgetown University | 70,735 | $16.5M | 5.14% | +78+0.1% | Added |
| Shulman DeMeo Asset Management LLC | 70,043 | $16.5M | 4.04% | +88+0.1% | Added |
| Alapocas Investment Partners, Inc. | 70,618 | $16.5M | 9.66% | −996−1.4% | Reduced |
| Dumont & Blake Investment Advisors LLC | 70,602 | $16.5M | 4.39% | −71,337−50.3% | Reduced |
| Revisor Wealth Management LLC | 70,587 | $16.4M | 10.28% | −3,766−5.1% | Reduced |
| Solstein Capital, LLC | 70,561 | $16.4M | 8.71% | 00.0% | Unchanged |
| Wills Financial Group, Inc. | 70,555 | $16.4M | 6.90% | +290.0% | Added |
| Glen Eagle Advisors, LLC | 70,514 | $16.4M | 2.77% | −756−1.1% | Reduced |
| Acorn Financial Advisory Services Inc | 70,490 | $16.4M | 2.91% | −30,660−30.3% | Reduced |
| Hudson Value Partners, LLC | 70,476 | $16.4M | 6.38% | +3,007+4.5% | Added |
| NVWM, LLC | 70,475 | $16.4M | 4.18% | +6,852+10.8% | Added |
| Hoey Investments, Inc | 77,922 | $16.4M | 3.14% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 70,378 | $16.4M | 3.72% | −1,979−2.7% | Reduced |
| Keudell/Morrison Wealth Management | 70,347 | $16.4M | 4.45% | +2,725+4.0% | Added |
| Headlands Technologies LLC | 70,258 | $16.4M | 1.88% | −292,216−80.6% | Reduced |
| Full Sail Capital, LLC | 70,252 | $16.4M | 1.05% | −25,329−26.5% | Reduced |
| Summit Financial Strategies, Inc. | 70,251 | $16.4M | 1.84% | −545−0.8% | Reduced |
| Ashburton (Jersey) Ltd | 72,325 | $16.4M | 5.93% | −823−1.1% | Reduced |
| Trust Co of Oklahoma | 70,192 | $16.4M | 5.31% | −260.0% | Reduced |
| Trivant Custom Portfolio Group, LLC | 69,959 | $16.3M | 9.40% | −657−0.9% | Reduced |
| Centric Wealth Management | 73,166 | $16.3M | 4.38% | +1,339+1.9% | Added |
| SRS Capital Advisors, Inc. | 69,853 | $16.3M | 1.45% | +932+1.4% | Added |
| Sterling Investment Counsel, LLC | 69,824 | $16.3M | 5.80% | +2,565+3.8% | Added |
| Doheny Asset Management | 69,765 | $16.3M | 11.10% | +50.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 69,847 | $16.2M | 0.76% | −2,149−3.0% | Reduced |
| Fortis Group Advisors, LLC | 69,696 | $16.2M | 3.00% | +1,339+2.0% | Added |
| First Heartland Consultants, Inc. | 69,536 | $16.2M | 1.75% | −4,389−5.9% | Reduced |
| Fermata Advisors, LLC | 69,485 | $16.2M | 3.29% | +1,400+2.1% | Added |
| Dnca Finance | 69,470 | $16.2M | 1.39% | +26,720+62.5% | Added |
| M. Kulyk & Associates, LLC | 69,451 | $16.2M | 3.25% | −1,298−1.8% | Reduced |
| Delta Financial Advisors LLC | 69,289 | $16.1M | 5.86% | −1,296−1.8% | Reduced |
| Pegasus Partners Ltd. | 69,229 | $16.1M | 1.51% | −1,221−1.7% | Reduced |
| Sepio Capital, LP | 69,125 | $16.1M | 1.25% | −12,830−15.7% | Reduced |
| Curbstone Financial Management Corp | 69,067 | $16.1M | 3.44% | −3,238−4.5% | Reduced |
| Tortoise Investment Management, LLC | 69,056 | $16.1M | 1.68% | +815+1.2% | Added |
| Northwest Bancshares, Inc. | 69,037 | $16.1M | 2.74% | −8,054−10.4% | Reduced |
| Clark Asset Management, LLC | 68,915 | $16.1M | 3.45% | −2,794−3.9% | Reduced |
| Bank of Nova Scotia Trust Co | 68,787 | $16.0M | 1.63% | −474−0.7% | Reduced |
| Westend Capital Management, LLC | 68,655 | $16.0M | 5.48% | +971+1.4% | Added |
| Nicolet Bankshares Inc | 68,571 | $16.0M | 3.87% | −4,449−6.1% | Reduced |
| Blodgett Wealth Advisors, LLC | 68,566 | $16.0M | 13.43% | −1,303−1.9% | Reduced |
| EFG Asset Management (Americas) Corp. | 68,491 | $16.0M | 3.12% | −8,003−10.5% | Reduced |
| LexAurum Advisors, LLC | 68,165 | $15.9M | 3.49% | −1,085−1.6% | Reduced |
| Finer Wealth Management, Inc. | 68,163 | $15.9M | 9.80% | −159−0.2% | Reduced |
| Greenfield Savings Bank | 68,035 | $15.9M | 7.51% | −533−0.8% | Reduced |
| Councilmark Asset Management, LLC | 68,019 | $15.8M | 10.64% | −450−0.7% | Reduced |
| Baugh & Associates, LLC | 70,363 | $15.8M | 8.15% | +1,842+2.7% | Added |
| Archford Capital Strategies, LLC | 68,421 | $15.8M | 2.38% | −1,751−2.5% | Reduced |
| Core Wealth Partners LLC | 67,870 | $15.8M | 9.59% | +2,493+3.8% | Added |
| Mosaic Family Wealth Partners, LLC | 67,858 | $15.8M | 2.35% | −3,233−4.5% | Reduced |
| Pensionfund Sabic | 67,780 | $15.8M | 4.93% | −12,000−15.0% | Reduced |