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 |
|---|---|---|---|---|---|
| Brass Tax Wealth Management, Inc | 53,337 | $12.4M | 2.66% | −1,130−2.1% | Reduced |
| Port Capital LLC | 53,307 | $12.4M | 0.56% | −3,013−5.3% | Reduced |
| Sheets Smith Wealth Management | 53,274 | $12.4M | 1.52% | −11,688−18.0% | Reduced |
| Invesco, LLC | 53,247 | $12.4M | 4.95% | −286−0.5% | Reduced |
| Planning Alternatives Ltd | 53,223 | $12.4M | 1.89% | +34+0.1% | Added |
| Eqis Capital Management, Inc. | 53,075 | $12.4M | 0.99% | −11,635−18.0% | Reduced |
| TFC Financial Management | 53,030 | $12.4M | 1.95% | +120+0.2% | Added |
| Peoples Financial Services Corp. | 53,030 | $12.4M | 5.60% | −1,823−3.3% | Reduced |
| Signature Wealth Management Partners, LLC | 53,028 | $12.4M | 8.95% | +154+0.3% | Added |
| Curated Wealth Partners LLC | 53,013 | $12.4M | 1.58% | +2,913+5.8% | Added |
| Pflug Koory, LLC | 52,988 | $12.3M | 6.07% | +52,988 | New |
| DMG Group, LLC | 52,943 | $12.3M | 9.98% | −319−0.6% | Reduced |
| Wealth Alliance Advisory Group, LLC | 52,907 | $12.3M | 2.59% | +1,060+2.0% | Added |
| REDW Wealth LLC | 52,838 | $12.3M | 3.15% | −839−1.6% | Reduced |
| Global Trust Asset Management, LLC | 52,833 | $12.3M | 4.56% | +1,767+3.5% | Added |
| Wrapmanager Inc | 52,810 | $12.3M | 3.18% | +12,630+31.4% | Added |
| Strategic Investment Solutions, Inc. | 52,811 | $12.3M | 3.69% | −54−0.1% | Reduced |
| Cairn Investment Group, Inc. | 52,796 | $12.3M | 6.80% | −50.0% | Reduced |
| jvl associates llc | 52,739 | $12.3M | 4.74% | −162−0.3% | Reduced |
| Gateway Advisory, LLC | 52,667 | $12.3M | 1.98% | −2,688−4.9% | Reduced |
| Delta Asset Management LLC | 52,632 | $12.3M | 1.06% | −1,390−2.6% | Reduced |
| Old Point Trust & Financial Services N A | 52,591 | $12.3M | 4.40% | −1,145−2.1% | Reduced |
| Capital Advantage, Inc. | 52,559 | $12.2M | 2.35% | −4,492−7.9% | Reduced |
| Consolidated Capital Management, LLC | 52,469 | $12.2M | 5.34% | −6,757−11.4% | Reduced |
| Greater Midwest Financial Group, LLC | 52,435 | $12.2M | 7.17% | +652+1.3% | Added |
| Grace & Mercy Foundation, Inc. | 52,300 | $12.2M | 2.77% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 52,190 | $12.2M | 5.60% | +374+0.7% | Added |
| Harbor Advisory Corp | 52,195 | $12.2M | 3.97% | −614−1.2% | Reduced |
| Connable Office Inc | 52,170 | $12.2M | 1.22% | −429−0.8% | Reduced |
| Gemmer Asset Management LLC | 52,151 | $12.2M | 1.22% | +9,013+20.9% | Added |
| Jarislowsky, Fraser Ltd | 52,131 | $12.1M | 0.07% | −1,454−2.7% | Reduced |
| BigSur Wealth Management LLC | 52,127 | $12.1M | 3.35% | +240.0% | Added |
| Calton & Associates, Inc. | 52,118 | $12.1M | 4.64% | +11,794+29.2% | Added |
| Beacon Capital Management, LLC | 52,055 | $12.1M | 1.72% | +3,215+6.6% | Added |
| Walleye Capital LLC | 51,986 | $12.1M | 0.13% | −229,448−81.5% | Reduced |
| Darwin Advisors, LLC | 51,943 | $12.1M | 3.32% | +51,943 | New |
| Cove Private Wealth, LLC | 51,924 | $12.1M | 9.39% | −117−0.2% | Reduced |
| Blue Zone Wealth Advisors, LLC | 51,863 | $12.1M | 3.76% | +1,298+2.6% | Added |
| Mark Sheptoff Financial Planning, LLC | 51,830 | $12.1M | 6.42% | −364−0.7% | Reduced |
| Ethos Financial Group, LLC | 51,799 | $12.1M | 1.99% | −225−0.4% | Reduced |
| Peninsula Wealth, LLC | 52,013 | $12.1M | 2.11% | +765+1.5% | Added |
| Key Client Fiduciary Advisors, LLC | 51,708 | $12.0M | 5.49% | +418+0.8% | Added |
| FCG Investment Co | 51,707 | $12.0M | 7.90% | +2,554+5.2% | Added |
| Harbour Investment Management LLC | 51,603 | $12.0M | 5.33% | −515−1.0% | Reduced |
| Childress Capital Advisors, LLC | 51,559 | $12.0M | 3.24% | +309+0.6% | Added |
| GPM Growth Investors, Inc. | 51,464 | $12.0M | 4.99% | −1,511−2.9% | Reduced |
| Northwest Capital Management Inc | 51,430 | $12.0M | 4.32% | −9,158−15.1% | Reduced |
| Syntegra Private Wealth Group, LLC | 51,361 | $12.0M | 1.38% | −237−0.5% | Reduced |
| CVA Family Office, LLC | 51,360 | $12.0M | 1.94% | −268−0.5% | Reduced |
| 626 Financial, LLC | 51,225 | $11.9M | 6.61% | −1,279−2.4% | Reduced |
| Capasso Planning Partners LLC | 51,203 | $11.9M | 3.52% | −1,614−3.1% | Reduced |
| Bienville Capital Management, LLC | 51,187 | $11.9M | 3.09% | −6,272−10.9% | Reduced |
| McLean Asset Management Corp | 52,492 | $11.9M | 3.59% | +32+0.1% | Added |
| Owen LaRue, LLC | 51,071 | $11.9M | 6.32% | −2,950−5.5% | Reduced |
| Integrated Investment Consultants, LLC | 1,736,650 | $11.9M | 2.59% | +1,693,144+3,891.7% | Added |
| Heartland Bank & Trust Co | 51,019 | $11.9M | 6.41% | +218+0.4% | Added |
| Affiance Financial, LLC | 50,977 | $11.9M | 2.88% | −283−0.6% | Reduced |
| Fox Hill Wealth Management | 50,977 | $11.9M | 6.55% | +10,914+27.2% | Added |
| Tsai Capital Corp | 50,941 | $11.9M | 9.65% | −23,589−31.7% | Reduced |
| Merrion Investment Management Co, LLC | 50,781 | $11.8M | 7.81% | −2,575−4.8% | Reduced |
| Enclave Advisors LLC | 50,777 | $11.8M | 2.01% | +50,777 | New |
| Mystic Asset Management, Inc. | 50,726 | $11.8M | 4.46% | +1,023+2.1% | Added |
| Waypoint Capital Advisors, LLC | 50,660 | $11.8M | 2.51% | +525+1.0% | Added |
| Family Capital Trust Co | 50,650 | $11.8M | 3.79% | −160−0.3% | Reduced |
| Notis-McConarty Edward | 50,629 | $11.8M | 5.34% | −13,893−21.5% | Reduced |
| Peninsula Asset Management Inc | 50,606 | $11.8M | 5.95% | −1,340−2.6% | Reduced |
| LWMG, LLC | 50,580 | $11.8M | 2.24% | +171+0.3% | Added |
| Valley Brook Capital Group | 50,562 | $11.8M | 8.46% | +113+0.2% | Added |
| Capital Advisors Wealth Management, LLC | 50,530 | $11.8M | 2.17% | −1,083−2.1% | Reduced |
| Sitrin Capital Management LLC | 50,501 | $11.8M | 5.88% | +11,936+31.0% | Added |
| Eagle Ridge Investment Management | 50,485 | $11.8M | 1.03% | +279+0.6% | Added |
| Riggs Asset Managment Co. Inc. | 50,439 | $11.8M | 3.21% | +1,741+3.6% | Added |
| Financial Council Asset Management Inc | 50,436 | $11.8M | 6.12% | −230.0% | Reduced |
| Rede Wealth, LLC | 50,407 | $11.7M | 4.49% | +973+2.0% | Added |
| Ambassador Advisors, LLC | 50,336 | $11.7M | 2.04% | −1,260−2.4% | Reduced |
| Payden & Rygel | 50,100 | $11.7M | 0.90% | −47,800−48.8% | Reduced |
| CoreFirst Bank & Trust | 50,098 | $11.7M | 6.74% | −1,277−2.5% | Reduced |
| Willis Johnson & Associates, Inc. | 50,012 | $11.7M | 0.89% | +18,807+60.3% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 50,000 | $11.7M | 2.51% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 49,954 | $11.6M | 6.61% | −4,154−7.7% | Reduced |
| Silverlake Wealth Management LLC | 49,943 | $11.6M | 4.47% | −3,904−7.3% | Reduced |
| St. Johns Investment Management Company, LLC | 49,879 | $11.6M | 5.46% | −8,103−14.0% | Reduced |
| Orion Capital Management LLC | 49,832 | $11.6M | 5.64% | −1,766−3.4% | Reduced |
| Trust Investment Advisors | 49,830 | $11.6M | 7.40% | −4,513−8.3% | Reduced |
| Modus Advisors, LLC | 49,688 | $11.6M | 3.80% | −253−0.5% | Reduced |
| Cottage Street Advisors LLC | 49,678 | $11.6M | 6.30% | −465−0.9% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 49,602 | $11.6M | 4.34% | −117−0.2% | Reduced |
| Purus Wealth Management, LLC | 49,548 | $11.5M | 4.89% | −914−1.8% | Reduced |
| Lebenthal Global Advisors, LLC | 49,489 | $11.5M | 2.34% | +213+0.4% | Added |
| Chesapeake Wealth Management | 49,403 | $11.5M | 3.93% | −695−1.4% | Reduced |
| Nia Impact Advisors, LLC | 49,358 | $11.5M | 3.82% | −750−1.5% | Reduced |
| Waterfront Wealth Inc. | 49,246 | $11.5M | 2.82% | +1,214+2.5% | Added |
| Kowal Investment Group, LLC | 49,326 | $11.5M | 2.11% | +1,862+3.9% | Added |
| Cim Investment Mangement Inc | 49,322 | $11.5M | 3.40% | −2,037−4.0% | Reduced |
| Yoder Wealth Management, Inc. | 49,220 | $11.5M | 6.89% | −4,735−8.8% | Reduced |
| Highview Capital Management LLC | 49,109 | $11.4M | 4.65% | +1,498+3.1% | Added |
| Slagle Financial, LLC | 49,073 | $11.4M | 5.07% | +2,859+6.2% | Added |
| Palogic Value Management, L.P. | 49,036 | $11.4M | 4.56% | −1,164−2.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 48,944 | $11.4M | 3.47% | −2,440−4.7% | Reduced |
| Thrive Wealth Management, LLC | 48,880 | $11.4M | 2.09% | −661−1.3% | Reduced |