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; 6,151 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 | 6,151 | $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 | 4,404 | $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 |
|---|---|---|---|---|---|
| Hexagon Capital Partners LLC | 67,750 | $15.8M | 3.09% | −147−0.2% | Reduced |
| David R. Rahn & Associates Inc. | 67,668 | $15.8M | 4.78% | −1,247−1.8% | Reduced |
| N.E.W. Advisory Services LLC | 67,663 | $15.8M | 1.55% | −2,852−4.0% | Reduced |
| United Advisor Group, LLC | 67,613 | $15.8M | 3.56% | +16,684+32.8% | Added |
| Providence Capital Advisors, LLC | 67,598 | $15.8M | 3.13% | +770+1.2% | Added |
| RWM Asset Management, LLC | 67,593 | $15.7M | 2.76% | −10,160−13.1% | Reduced |
| KRS Capital Management, LLC | 67,480 | $15.7M | 11.46% | −290−0.4% | Reduced |
| Bryant Woods Investment Advisors, LLC | 67,445 | $15.7M | 8.00% | +1,576+2.4% | Added |
| First National Corp | 67,325 | $15.7M | 3.49% | +159+0.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 67,267 | $15.7M | 5.70% | +25,606+61.5% | Added |
| LJI Wealth Management, LLC | 67,252 | $15.7M | 3.20% | +153+0.2% | Added |
| Gibraltar Capital Management, Inc. | 67,005 | $15.6M | 7.01% | +2,036+3.1% | Added |
| Harbour Capital Advisors, LLC | 67,985 | $15.6M | 3.60% | +110.0% | Added |
| Western Pacific Wealth Management, LP | 66,872 | $15.6M | 10.36% | +5,604+9.1% | Added |
| Iyo Bank, Ltd. | 66,690 | $15.5M | 5.52% | 00.0% | Unchanged |
| TCFG Wealth Management, LLC | 66,608 | $15.5M | 7.80% | +66,608 | New |
| Turtle Creek Wealth Advisors, LLC | 66,556 | $15.5M | 3.11% | +2,909+4.6% | Added |
| Morton Capital Management LLC | 66,499 | $15.5M | 3.05% | +2,719+4.3% | Added |
| LongView Wealth Management | 66,465 | $15.5M | 4.94% | −379−0.6% | Reduced |
| Concord Asset Management, LLC | 66,396 | $15.5M | 3.50% | +6,071+10.1% | Added |
| Sentry Investment Management LLC | 66,285 | $15.4M | 6.49% | +1,541+2.4% | Added |
| Harrington Investments, INC | 66,280 | $15.4M | 8.43% | −1,904−2.8% | Reduced |
| Consolidated Investment Group LLC | 66,172 | $15.4M | 2.29% | 00.0% | Unchanged |
| Northwest Financial Advisors | 66,122 | $15.4M | 12.26% | +558+0.9% | Added |
| Burke & Herbert Bank & Trust Co | 66,088 | $15.4M | 3.58% | −1,519−2.2% | Reduced |
| Capital Performance Advisors LLP | 66,025 | $15.4M | 4.68% | +2,636+4.2% | Added |
| Geller Advisors LLC | 66,022 | $15.4M | 1.06% | +2,723+4.3% | Added |
| Quad-Cities Investment Group, LLC | 65,904 | $15.4M | 7.71% | −1,348−2.0% | Reduced |
| S.E.E.D. Planning Group LLC | 65,761 | $15.3M | 5.08% | −2,631−3.8% | Reduced |
| Mycio Wealth Partners, LLC | 65,727 | $15.3M | 3.51% | −60.0% | Reduced |
| Monarch Capital Management Inc | 65,590 | $15.3M | 4.11% | +593+0.9% | Added |
| Silverleafe Capital Partners, LLC | 65,528 | $15.3M | 5.40% | −3,207−4.7% | Reduced |
| Light Street Capital Management, LLC | 65,517 | $15.3M | 3.78% | −11,942−15.4% | Reduced |
| Wealth Management Associates, Inc. | 65,515 | $15.3M | 6.71% | −10,055−13.3% | Reduced |
| Hedeker Wealth, LLC | 65,496 | $15.3M | 4.05% | +729+1.1% | Added |
| Moser Wealth Advisors, LLC | 65,322 | $15.2M | 7.89% | −420−0.6% | Reduced |
| Kaizen Financial Strategies | 65,307 | $15.2M | 8.83% | −1,295−1.9% | Reduced |
| Iron Financial, LLC | 65,303 | $15.2M | 8.28% | −697−1.1% | Reduced |
| CWS Financial Advisors, LLC | 65,215 | $15.2M | 5.38% | +52+0.1% | Added |
| Independent Solutions Wealth Management, LLC | 65,179 | $15.2M | 3.43% | −2,247−3.3% | Reduced |
| Wealth Advisory Solutions, LLC | 65,115 | $15.2M | 4.18% | −9,141−12.3% | Reduced |
| Capital Market Strategies LLC | 64,932 | $15.1M | 9.12% | −2,963−4.4% | Reduced |
| Geneva Partners, LLC | 65,926 | $15.1M | 6.55% | +2,100+3.3% | Added |
| Quantitative Investment Management, LLC | 64,893 | $15.1M | 1.49% | −156,525−70.7% | Reduced |
| Farrow Financial Inc. | 64,768 | $15.1M | 9.51% | −134−0.2% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 71,649 | $15.1M | 5.70% | +6,550+10.1% | Added |
| Armstrong Henry H Associates Inc | 64,547 | $15.0M | 1.44% | −939−1.4% | Reduced |
| Manchester Financial Inc | 64,483 | $15.0M | 3.26% | −1,924−2.9% | Reduced |
| Platte River Wealth Advisors, LLC | 64,444 | $15.0M | 4.03% | +521+0.8% | Added |
| Compton Wealth Advisory Group, LLC | 64,397 | $15.0M | 3.79% | +1,313+2.1% | Added |
| Highline Wealth Partners LLC | 64,330 | $15.0M | 5.01% | −723−1.1% | Reduced |
| Tiemann Investment Advisors, LLC | 64,254 | $15.0M | 6.46% | −978−1.5% | Reduced |
| Indiana Trust & Investment Management CO | 64,176 | $15.0M | 5.10% | −1,163−1.8% | Reduced |
| Revolve Wealth Partners, LLC | 64,162 | $14.9M | 2.28% | +5,116+8.7% | Added |
| Financial Perspectives, Inc | 64,107 | $14.9M | 5.18% | +329+0.5% | Added |
| Arlington Trust Co LLC | 64,021 | $14.9M | 3.25% | −125−0.2% | Reduced |
| Drucker Wealth 3.0, LLC | 64,020 | $14.9M | 3.58% | +478+0.8% | Added |
| High Net Worth Advisory Group LLC | 64,015 | $14.9M | 4.16% | +1,066+1.7% | Added |
| Matthew 25 Management Corp | 64,000 | $14.9M | 5.01% | −2,500−3.8% | Reduced |
| Sendero Wealth Management, LLC | 63,999 | $14.9M | 2.35% | +1,243+2.0% | Added |
| Eos Management, L.P. | 63,875 | $14.9M | 5.21% | −8,756−12.1% | Reduced |
| Dudley Capital Management, LLC | 63,871 | $14.9M | 7.79% | −170.0% | Reduced |
| IVC Wealth Advisors LLC | 63,520 | $14.8M | 8.10% | −4,407−6.5% | Reduced |
| Drive Wealth Management, LLC | 63,498 | $14.8M | 3.85% | +687+1.1% | Added |
| Index Fund Advisors, Inc. | 63,408 | $14.8M | 0.78% | −247−0.4% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 65,135 | $14.8M | 7.15% | −1,021−1.5% | Reduced |
| Roof Eidam & Maycock | 63,389 | $14.8M | 3.76% | −161−0.3% | Reduced |
| Mount Vernon Associates Inc | 63,362 | $14.8M | 11.71% | +735+1.2% | Added |
| WealthShield Partners, LLC | 63,349 | $14.8M | 2.00% | +4,408+7.5% | Added |
| Poehling Capital Management, LLC | 63,340 | $14.8M | 3.77% | +166+0.3% | Added |
| Diversify Wealth Management, LLC | 63,923 | $14.8M | 1.42% | +11,060+20.9% | Added |
| Soundwatch Capital LLC | 63,299 | $14.7M | 2.33% | +57,489+989.5% | Added |
| Fukoku Mutual Life Insurance Co | 63,268 | $14.7M | 1.05% | −1,672−2.6% | Reduced |
| West Michigan Advisors, LLC | 63,032 | $14.7M | 4.43% | +16,807+36.4% | Added |
| Muhlenkamp & Co Inc | 62,914 | $14.7M | 4.49% | +75+0.1% | Added |
| Quantum Financial Advisors, LLC | 62,909 | $14.7M | 2.29% | +1,434+2.3% | Added |
| Northwest Investment Counselors, LLC | 62,809 | $14.6M | 3.31% | −931−1.5% | Reduced |
| Aspen Grove Capital, LLC | 62,767 | $14.6M | 3.23% | −1,313−2.0% | Reduced |
| McGinn Investment Management, Inc. | 62,763 | $14.6M | 9.73% | −530−0.8% | Reduced |
| Financial Management Network Inc | 64,470 | $14.6M | 3.06% | +1,978+3.2% | Added |
| Delta Investment Management, LLC | 62,747 | $14.6M | 2.98% | −321−0.5% | Reduced |
| NWK Group, Inc. | 62,741 | $14.6M | 5.95% | +1,291+2.1% | Added |
| Balanced Wealth Group LLC | 62,672 | $14.6M | 6.46% | −35−0.1% | Reduced |
| Aviso Financial Inc. | 62,662 | $14.6M | 0.72% | +4,601+7.9% | Added |
| Pacifica Partners Inc. | 62,640 | $14.6M | 6.03% | −764−1.2% | Reduced |
| BIP Wealth, LLC | 62,622 | $14.6M | 0.99% | +7,603+13.8% | Added |
| Root Financial Partners, LLC | 62,570 | $14.6M | 2.33% | +9,059+16.9% | Added |
| Portside Wealth Group, LLC | 62,520 | $14.6M | 2.49% | +28,460+83.6% | Added |
| Apollon Financial, LLC | 62,500 | $14.6M | 4.28% | +802+1.3% | Added |
| Abacus Planning Group, Inc. | 62,490 | $14.6M | 2.60% | +2,769+4.6% | Added |
| LBMC Investment Advisors, LLC | 62,454 | $14.6M | 1.15% | −556−0.9% | Reduced |
| Next Century Growth Investors LLC | 62,433 | $14.5M | 1.18% | −5,362−7.9% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 62,414 | $14.5M | 3.14% | +10.0% | Added |
| Bell & Brown Wealth Advisors, LLC | 62,344 | $14.5M | 5.68% | +395+0.6% | Added |
| Strategy Asset Managers LLC | 62,281 | $14.5M | 2.79% | +513+0.8% | Added |
| Salomon & Ludwin, LLC | 62,267 | $14.5M | 1.48% | −1,242−2.0% | Reduced |
| Bank Ozk | 62,240 | $14.5M | 5.99% | −1,538−2.4% | Reduced |
| Blueprint Investment Partners LLC | 62,211 | $14.5M | 2.63% | +196+0.3% | Added |
| Graybill Bartz & Assoc Ltd | 62,132 | $14.5M | 5.37% | +120+0.2% | Added |
| Bright Rock Capital Management, LLC | 62,000 | $14.4M | 2.91% | 00.0% | Unchanged |