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 |
|---|---|---|---|---|---|
| Masso Torrence Wealth Management Inc. | 61,978 | $14.4M | 7.79% | −1,594−2.5% | Reduced |
| Cladis Investment Advisory, LLC | 61,959 | $14.4M | 10.00% | −3,700−5.6% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 61,935 | $14.4M | 8.30% | −10,056−14.0% | Reduced |
| Coston, McIsaac & Partners | 61,888 | $14.4M | 4.07% | +2,040+3.4% | Added |
| Twin Focus Capital Partners, LLC | 61,831 | $14.4M | 2.27% | −150−0.2% | Reduced |
| Thames Capital Management LLC | 61,806 | $14.4M | 4.49% | −21,273−25.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 61,788 | $14.4M | 1.84% | −1,587−2.5% | Reduced |
| Global Assets Advisory, LLC | 63,613 | $14.4M | 7.88% | +6,821+12.0% | Added |
| Bray Capital Advisors | 61,735 | $14.4M | 3.52% | −1,155−1.8% | Reduced |
| Castle Rock Wealth Management, LLC | 63,861 | $14.4M | 3.43% | +101+0.2% | Added |
| Olistico Wealth, LLC | 61,654 | $14.4M | 8.78% | −2,621−4.1% | Reduced |
| Titleist Asset Management, LLC | 61,629 | $14.4M | 2.08% | −2,855−4.4% | Reduced |
| Torray LLC | 61,568 | $14.3M | 2.01% | +30.0% | Added |
| Ervin Investment Management, LLC | 61,559 | $14.3M | 9.20% | −1,217−1.9% | Reduced |
| VeraBank, N.A. | 61,497 | $14.3M | 4.19% | −929−1.5% | Reduced |
| Wall Street Access Asset Management, LLC | 61,486 | $14.3M | 5.46% | −1,462−2.3% | Reduced |
| Stolper Co | 61,472 | $14.3M | 4.69% | −1,700−2.7% | Reduced |
| Wealth Dimensions Group, Ltd. | 61,467 | $14.3M | 3.63% | −327−0.5% | Reduced |
| Willow Creek Wealth Management Inc. | 61,463 | $14.3M | 1.51% | −545−0.9% | Reduced |
| Coastal Bridge Advisors, LLC | 61,446 | $14.3M | 3.55% | −963−1.5% | Reduced |
| Bridge Creek Capital Management LLC | 61,330 | $14.3M | 4.31% | −2,099−3.3% | Reduced |
| National Philanthropic Trust | 61,311 | $14.3M | 0.26% | −1,461−2.3% | Reduced |
| Gardner Lewis Asset Management L P | 61,250 | $14.3M | 4.04% | −1,825−2.9% | Reduced |
| Diversified, LLC | 61,209 | $14.3M | 1.57% | −399−0.6% | Reduced |
| Diversified Enterprises, LLC | 61,209 | $14.3M | 1.57% | +61,209 | New |
| Symmetry Partners, LLC | 61,188 | $14.3M | 3.38% | −42,523−41.0% | Reduced |
| IMS Capital Management | 61,162 | $14.3M | 6.40% | −625−1.0% | Reduced |
| Chronos Wealth Management, LLC | 61,104 | $14.2M | 7.42% | +182+0.3% | Added |
| Wimmer Associates 1, LLC | 61,091 | $14.2M | 6.97% | −338−0.6% | Reduced |
| IFG Advisors, LLC | 61,051 | $14.2M | 3.04% | +590+1.0% | Added |
| Zweig-DiMenna Associates LLC | 60,981 | $14.2M | 1.44% | −11,115−15.4% | Reduced |
| DeDora Capital, Inc. | 60,945 | $14.2M | 3.97% | −126−0.2% | Reduced |
| Sphera Funds Management Ltd. | 60,847 | $14.2M | 2.32% | −653−1.1% | Reduced |
| Horizon Investments, LLC | 60,914 | $14.2M | 0.38% | +3,459+6.0% | Added |
| All Terrain Financial Advisors, LLC | 60,845 | $14.2M | 5.43% | −1,148−1.9% | Reduced |
| Engineers Gate Manager LP | 60,787 | $14.2M | 0.28% | +14,964+32.7% | Added |
| Lincoln Capital Corp | 60,723 | $14.1M | 5.78% | −159−0.3% | Reduced |
| DCM Advisors, LLC | 60,687 | $14.1M | 7.12% | −554−0.9% | Reduced |
| Perpetual Ltd | 60,676 | $14.1M | 0.15% | −7,048−10.4% | Reduced |
| Umpqua Bank | 60,644 | $14.1M | 5.17% | −3,424−5.3% | Reduced |
| Meridian Investment Counsel Inc. | 60,557 | $14.1M | 4.26% | −5,510−8.3% | Reduced |
| KPP Advisory Services LLC | 60,399 | $14.1M | 3.38% | −794−1.3% | Reduced |
| Oak Harbor Wealth Partners, LLC | 60,355 | $14.1M | 4.08% | −575−0.9% | Reduced |
| Davidson Trust Co | 60,332 | $14.1M | 7.22% | +8,970+17.5% | Added |
| Capital Insight Partners, LLC | 60,290 | $14.0M | 2.46% | −81−0.1% | Reduced |
| Pictet North America Advisors SA | 60,031 | $14.0M | 1.38% | −565−0.9% | Reduced |
| Arbor Investment Advisors, LLC | 60,011 | $14.0M | 1.85% | +34,508+135.3% | Added |
| Hartford Financial Management Inc. | 60,010 | $14.0M | 2.86% | −2,169−3.5% | Reduced |
| Grand Alliance Asset Management Ltd | 60,000 | $14.0M | 9.31% | +60,000 | New |
| Hall Laurie J Trustee | 59,942 | $14.0M | 4.43% | −855−1.4% | Reduced |
| Alera Investment Advisors, LLC | 59,919 | $14.0M | 1.64% | +2,847+5.0% | Added |
| Lewis Asset Management, LLC | 59,917 | $14.0M | 10.19% | −6,586−9.9% | Reduced |
| Garrett Investment Advisors LLC | 59,860 | $13.9M | 1.40% | +14,596+32.2% | Added |
| Evermay Wealth Management LLC | 59,822 | $13.9M | 2.24% | −735−1.2% | Reduced |
| Artemis Wealth Advisors, LLC | 59,810 | $13.9M | 2.46% | +11,001+22.5% | Added |
| Central Valley Advisors, LLC | 59,807 | $13.9M | 7.86% | −758−1.3% | Reduced |
| Vanguard Capital Wealth Advisors | 59,739 | $13.9M | 14.65% | −738−1.2% | Reduced |
| Sculati Wealth Management, LLC | 59,701 | $13.9M | 5.55% | −1,147−1.9% | Reduced |
| WNY Asset Management, LLC | 59,690 | $13.9M | 1.62% | −1,902−3.1% | Reduced |
| Carnegie Lake Advisors LLC | 59,625 | $13.9M | 5.50% | +59,625 | New |
| Concentric Wealth Management, LLC | 59,556 | $13.9M | 3.38% | +4,968+9.1% | Added |
| Carderock Capital Management Inc | 59,491 | $13.9M | 3.27% | +680+1.2% | Added |
| Twin Peaks Wealth Advisors, LLC | 59,462 | $13.9M | 6.39% | −1,888−3.1% | Reduced |
| Strong Tower Advisory Services | 59,444 | $13.9M | 3.86% | −240−0.4% | Reduced |
| Mechanics Financial Corp | 59,415 | $13.8M | 6.06% | −4,984−7.7% | Reduced |
| SJS Investment Consulting Inc. | 59,402 | $13.8M | 2.44% | +1,061+1.8% | Added |
| Towercrest Capital Management | 59,382 | $13.8M | 2.23% | −4,009−6.3% | Reduced |
| 3Chopt Investment Partners, LLC | 59,302 | $13.8M | 4.94% | −1,443−2.4% | Reduced |
| Jupiter Wealth Management LLC | 59,192 | $13.8M | 7.06% | +404+0.7% | Added |
| Amplius Wealth Advisors, LLC | 59,163 | $13.8M | 1.50% | +385+0.7% | Added |
| Northside Capital Management, LLC | 59,057 | $13.8M | 2.15% | −384−0.6% | Reduced |
| PKO Investment Management Joint-Stock Co | 59,000 | $13.7M | 1.70% | −6,000−9.2% | Reduced |
| Brick & Kyle, Associates | 62,191 | $13.7M | 5.89% | −1,283−2.0% | Reduced |
| Midland Wealth Advisors LLC | 58,923 | $13.7M | 0.80% | −3,601−5.8% | Reduced |
| Inspirion Wealth Advisors, LLC | 58,872 | $13.7M | 1.92% | −145−0.2% | Reduced |
| Buckhead Capital Management LLC | 58,812 | $13.7M | 4.33% | −1,943−3.2% | Reduced |
| Kestra Investment Management, LLC | 58,797 | $13.7M | 0.59% | +3,784+6.9% | Added |
| Mathes Company, Inc. | 58,743 | $13.7M | 4.83% | −5,618−8.7% | Reduced |
| Old Second National Bank of Aurora | 58,720 | $13.7M | 3.30% | +1,336+2.3% | Added |
| Eagle Bay Advisors LLC | 58,718 | $13.7M | 5.24% | −463−0.8% | Reduced |
| Garden State Investment Advisory Services LLC | 58,597 | $13.7M | 4.38% | −1,566−2.6% | Reduced |
| First Community Trust NA | 58,608 | $13.7M | 11.16% | −775−1.3% | Reduced |
| Blue Edge Capital, LLC | 58,406 | $13.6M | 2.12% | +48+0.1% | Added |
| O'Brien Greene & Co. Inc | 58,352 | $13.6M | 4.23% | −3,802−6.1% | Reduced |
| Prosperity Financial Group, Inc. | 58,328 | $13.6M | 7.64% | −925−1.6% | Reduced |
| Channel Wealth LLC | 58,323 | $13.6M | 4.48% | −7,213−11.0% | Reduced |
| Lafayette Investments, Inc. | 58,299 | $13.6M | 2.86% | −56−0.1% | Reduced |
| Princeton Global Asset Management LLC | 58,160 | $13.6M | 2.64% | +2,257+4.0% | Added |
| Chemung Canal Trust Co | 58,152 | $13.5M | 2.74% | +16,746+40.4% | Added |
| First Business Financial Services, Inc. | 58,144 | $13.5M | 1.36% | +5,458+10.4% | Added |
| Boston Research & Management Inc | 58,101 | $13.5M | 3.13% | +102+0.2% | Added |
| Timber Creek Capital Management LLC | 58,091 | $13.5M | 3.79% | −76−0.1% | Reduced |
| KG&L Capital Management,LLC | 58,256 | $13.5M | 4.36% | +2,240+4.0% | Added |
| Walkner Condon Financial Advisors LLC | 58,059 | $13.5M | 2.76% | +742+1.3% | Added |
| Opal Wealth Advisors, LLC | 58,048 | $13.5M | 4.24% | +26,121+81.8% | Added |
| Gables Capital Management Inc. | 58,018 | $13.5M | 6.82% | −4,822−7.7% | Reduced |
| Hollow Brook Wealth Management LLC | 57,981 | $13.5M | 4.01% | +1,515+2.7% | Added |
| Insight Wealth Strategies, LLC | 57,954 | $13.5M | 1.78% | −847−1.4% | Reduced |
| Marathon Capital Management | 57,940 | $13.5M | 3.27% | −1,019−1.7% | Reduced |
| Bellevue Asset Management, LLC | 57,937 | $13.5M | 6.93% | −92−0.2% | Reduced |