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 |
|---|---|---|---|---|---|
| Kensington Investment Counsel, LLC | 57,908 | $13.5M | 5.64% | +591+1.0% | Added |
| Vivaldi Capital Management, LLC | 57,825 | $13.5M | 3.91% | −3,430−5.6% | Reduced |
| Lincoln Capital LLC | 57,785 | $13.5M | 2.85% | −331−0.6% | Reduced |
| Clearwater Capital Advisors, LLC | 57,766 | $13.5M | 1.31% | +7,297+14.5% | Added |
| Vicus Capital | 57,708 | $13.4M | 1.19% | −4,269−6.9% | Reduced |
| CNB Bank | 57,705 | $13.4M | 6.22% | −1,230−2.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 57,681 | $13.4M | 0.50% | +11,135+23.9% | Added |
| Navellier & Associates Inc | 57,634 | $13.4M | 1.82% | −2,473−4.1% | Reduced |
| Kemnay Advisory Services Inc. | 57,594 | $13.4M | 2.43% | −8,232−12.5% | Reduced |
| Citizens & Northern Corp | 57,579 | $13.4M | 4.03% | +3,599+6.7% | Added |
| Simplicity Wealth,LLC | 57,404 | $13.4M | 1.24% | −587,294−91.1% | Reduced |
| Roman Butler Fullerton & Co | 57,162 | $13.4M | 4.02% | +110+0.2% | Added |
| Texas Capital Bancshares Inc | 57,315 | $13.4M | 5.39% | 00.0% | Unchanged |
| SPC Financial, Inc. | 57,254 | $13.3M | 1.18% | +5,493+10.6% | Added |
| Rock Point Advisors, LLC | 57,228 | $13.3M | 3.64% | +4,661+8.9% | Added |
| Alaethes Wealth LLC | 57,173 | $13.3M | 4.91% | +312+0.5% | Added |
| Satovsky Asset Management LLC | 57,150 | $13.3M | 3.00% | +1,443+2.6% | Added |
| Sawyer & Company, Inc | 57,136 | $13.3M | 4.93% | +114+0.2% | Added |
| Consolidated Portfolio Review Corp | 57,093 | $13.3M | 2.97% | +1,743+3.1% | Added |
| Capstone Triton Financial Group, LLC | 57,080 | $13.3M | 8.51% | −805−1.4% | Reduced |
| Clay Northam Wealth Management, LLC | 57,063 | $13.3M | 9.15% | −150.0% | Reduced |
| Foster Victor Wealth Advisors, LLC | 57,903 | $13.3M | 1.06% | −881−1.5% | Reduced |
| Ballast, Inc. | 56,860 | $13.2M | 3.76% | −2,236−3.8% | Reduced |
| Carmel Capital Management L.L.C. | 56,847 | $13.2M | 4.97% | −720−1.3% | Reduced |
| JT Stratford LLC | 56,843 | $13.2M | 2.26% | +2,296+4.2% | Added |
| Buffington Mohr McNeal | 56,824 | $13.2M | 2.18% | +3,524+6.6% | Added |
| Eastover Investment Advisors LLC | 56,767 | $13.2M | 6.19% | −5,137−8.3% | Reduced |
| Alpha Family Trust | 56,700 | $13.2M | 7.38% | 00.0% | Unchanged |
| Promethium Advisors,llc | 56,687 | $13.2M | 9.33% | +56,687 | New |
| WFA of San Diego, LLC | 56,683 | $13.2M | 11.14% | −910−1.6% | Reduced |
| Bulltick Wealth Management, LLC | 56,673 | $13.2M | 3.28% | −6,231−9.9% | Reduced |
| Alkeon Capital Management LLC | 56,627 | $13.2M | 0.07% | 00.0% | Unchanged |
| Dover Advisors, LLC | 56,588 | $13.2M | 7.48% | −1,347−2.3% | Reduced |
| Parkside Investments, LLC | 56,560 | $13.2M | 1.99% | +2,371+4.4% | Added |
| Nkcfo LLC | 56,550 | $13.2M | 6.29% | +900+1.6% | Added |
| Lederer & Associates Investment Counsel | 56,416 | $13.1M | 9.25% | −528−0.9% | Reduced |
| Trail Ridge Investment Advisors, LLC | 56,922 | $13.1M | 6.26% | −266−0.5% | Reduced |
| Abbot Financial Management, Inc. | 56,328 | $13.1M | 6.60% | −183−0.3% | Reduced |
| Miramar Capital, LLC | 56,311 | $13.1M | 3.06% | −5,254−8.5% | Reduced |
| Marshall Financial Group LLC | 56,295 | $13.1M | 3.13% | +3,797+7.2% | Added |
| Wescott Financial Advisory Group, LLC | 56,240 | $13.1M | 1.41% | −388−0.7% | Reduced |
| McIlrath & Eck, LLC | 56,230 | $13.1M | 1.69% | +940+1.7% | Added |
| Redhawk Wealth Advisors, Inc. | 56,212 | $13.1M | 1.87% | −1,027−1.8% | Reduced |
| Chiron Investment Management, LLC | 56,204 | $13.1M | 4.61% | −718−1.3% | Reduced |
| Provenance Wealth Advisors, LLC | 56,133 | $13.1M | 1.63% | +2,798+5.2% | Added |
| Asio Capital, LLC | 56,066 | $13.1M | 2.48% | −246−0.4% | Reduced |
| Roberts Capital Advisors, LLC | 55,974 | $13.0M | 11.16% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 55,952 | $13.0M | 1.10% | +55,952 | New |
| TLW Wealth Management, LLC | 55,945 | $13.0M | 7.74% | −69−0.1% | Reduced |
| WealthBridge Capital Management, LLC | 55,741 | $13.0M | 3.73% | −317−0.6% | Reduced |
| Woodward Diversified Capital, LLC | 55,628 | $13.0M | 8.22% | −1,110−2.0% | Reduced |
| Financial Security Advisor, Inc. | 55,599 | $13.0M | 3.23% | +810+1.5% | Added |
| City State Bank | 55,553 | $12.9M | 4.72% | −1,078−1.9% | Reduced |
| High Falls Advisors, Inc | 55,479 | $12.9M | 2.96% | +746+1.4% | Added |
| Sugarloaf Wealth Management, LLC | 55,477 | $12.9M | 2.44% | +262+0.5% | Added |
| Fernwood Investment Management, LLC | 55,472 | $12.9M | 4.21% | −7,872−12.4% | Reduced |
| Noked Israel Ltd | 55,450 | $12.9M | 2.82% | −4,750−7.9% | Reduced |
| Eukles Asset Management | 55,380 | $12.9M | 5.18% | −63−0.1% | Reduced |
| Private Portfolio Partners LLC | 55,354 | $12.9M | 2.42% | +55,354 | New |
| Abundance Wealth Counselors | 55,354 | $12.9M | 2.67% | +151+0.3% | Added |
| B & T Capital Management DBA Alpha Capital Management | 55,269 | $12.9M | 2.42% | −4,185−7.0% | Reduced |
| Excalibur Management Corp | 55,229 | $12.9M | 4.91% | −1,895−3.3% | Reduced |
| Reuter James Wealth Management, LLC | 55,202 | $12.9M | 2.37% | +39,744+257.1% | Added |
| Alhambra Investment Partners LLC | 55,160 | $12.9M | 6.67% | −74−0.1% | Reduced |
| Fairfield Financial Advisors, LTD | 55,122 | $12.8M | 4.37% | −2,295−4.0% | Reduced |
| Somerset Trust Co | 55,106 | $12.8M | 4.80% | −573−1.0% | Reduced |
| HHM Wealth Advisors, LLC | 55,090 | $12.8M | 1.82% | +1,863+3.5% | Added |
| Freemont Management S.A. | 55,000 | $12.8M | 6.69% | −73,000−57.0% | Reduced |
| Zimmermann Investment Management & Planning LLC | 54,655 | $12.7M | 3.91% | +416+0.8% | Added |
| Investment Advisory Services Inc | 54,611 | $12.7M | 4.49% | −3,296−5.7% | Reduced |
| Broadwater Capital Management LLC | 54,591 | $12.7M | 9.37% | −1,109−2.0% | Reduced |
| Menlo Advisors LLC | 54,576 | $12.7M | 6.55% | +165+0.3% | Added |
| Sage Rhino Capital LLC | 54,551 | $12.7M | 2.81% | −625−1.1% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 54,537 | $12.7M | 3.70% | −2,212−3.9% | Reduced |
| Horizon Wealth Management, LLC | 54,525 | $12.7M | 2.54% | −2,941−5.1% | Reduced |
| Prospect Financial Services LLC | 54,524 | $12.7M | 7.89% | +1,685+3.2% | Added |
| Ninety One SA (PTY) Ltd | 54,562 | $12.7M | 2.77% | −117,703−68.3% | Reduced |
| DGS Capital Management, LLC | 54,499 | $12.7M | 3.44% | +2,132+4.1% | Added |
| Wealth Management Partners, LLC | 54,462 | $12.7M | 5.88% | −1,666−3.0% | Reduced |
| Bourgeon Capital Management LLC | 54,441 | $12.7M | 2.44% | −233−0.4% | Reduced |
| Bonness Enterprises Inc | 54,440 | $12.7M | 4.22% | 00.0% | Unchanged |
| Benson Investment Management Company, Inc. | 54,247 | $12.6M | 5.00% | −129−0.2% | Reduced |
| Xcel Wealth Management, LLC | 54,084 | $12.6M | 3.69% | +381+0.7% | Added |
| Seamount Financial Group Inc | 53,968 | $12.6M | 9.46% | −1,128−2.0% | Reduced |
| NovaPoint Capital, LLC | 53,894 | $12.6M | 3.89% | −776−1.4% | Reduced |
| TSFG, LLC | 53,882 | $12.6M | 2.74% | +431+0.8% | Added |
| White Pine Capital LLC | 53,847 | $12.5M | 4.29% | +265+0.5% | Added |
| Sovereign Financial Group, Inc. | 53,839 | $12.5M | 2.93% | −464−0.9% | Reduced |
| Eagle Capital Management, LLC | 53,813 | $12.5M | 5.22% | −76−0.1% | Reduced |
| Scissortail Wealth Management, LLC | 438 | $12.5M | 3.04% | −53,055−99.2% | Reduced |
| Sterling Financial Group, Inc. | 53,753 | $12.5M | 5.35% | −60−0.1% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 53,714 | $12.5M | 6.47% | −459−0.8% | Reduced |
| New Millennium Group LLC | 53,648 | $12.5M | 8.08% | +1,653+3.2% | Added |
| DT Investment Partners, LLC | 53,630 | $12.5M | 1.01% | +2,420+4.7% | Added |
| Sandy Cove Advisors, LLC | 53,592 | $12.5M | 5.09% | −1,496−2.7% | Reduced |
| Fountainhead AM, LLC | 53,590 | $12.5M | 2.62% | +1,653+3.2% | Added |
| CV Advisors LLC | 53,577 | $12.5M | 6.38% | +727+1.4% | Added |
| Parisi Gray Wealth Management | 53,458 | $12.5M | 4.11% | −47−0.1% | Reduced |
| Montgomery Investment Management Inc | 53,455 | $12.5M | 4.51% | −37−0.1% | Reduced |
| Kessler Investment Group, LLC | 53,439 | $12.5M | 6.40% | +718+1.4% | Added |