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 |
|---|---|---|---|---|---|
| Stony Point Capital LLC | 48,856 | $11.4M | 2.72% | +1,312+2.8% | Added |
| Garrett Wealth Advisory Group, LLC | 48,850 | $11.4M | 2.81% | +9,875+25.3% | Added |
| Searcy Financial Services Inc | 48,834 | $11.4M | 5.34% | −602−1.2% | Reduced |
| Laraway Financial Inc | 48,815 | $11.4M | 9.07% | −526−1.1% | Reduced |
| Carl P. Sherr & Co., LLC | 48,815 | $11.4M | 5.99% | −1,000−2.0% | Reduced |
| MTM Investment Management, LLC | 50,070 | $11.4M | 4.42% | −2,465−4.7% | Reduced |
| Sandhill Capital Partners LLC | 48,679 | $11.3M | 0.81% | +2,629+5.7% | Added |
| Canopy Partners, LLC | 48,659 | $11.3M | 4.88% | +1,008+2.1% | Added |
| Prosperitas Financial LLC | 48,491 | $11.3M | 6.08% | +965+2.0% | Added |
| Stokes Capital Advisors, LLC | 48,462 | $11.3M | 2.89% | −130−0.3% | Reduced |
| Heron Bay Capital Management | 48,312 | $11.3M | 2.37% | −3,197−6.2% | Reduced |
| Wealthquest Corp | 49,732 | $11.3M | 0.99% | +457+0.9% | Added |
| Caldwell Sutter Capital, Inc. | 48,230 | $11.2M | 5.24% | −3,156−6.1% | Reduced |
| Linden Thomas Advisory Services, LLC | 48,178 | $11.2M | 1.53% | +10,096+26.5% | Added |
| Aprio Wealth Management, LLC | 47,993 | $11.2M | 1.79% | +13,245+38.1% | Added |
| Gs Investments, Inc. | 47,896 | $11.2M | 4.97% | +25+0.1% | Added |
| Advocate Group LLC | 47,784 | $11.1M | 2.02% | −3,056−6.0% | Reduced |
| Atticus Wealth Management, LLC | 47,667 | $11.1M | 3.57% | −175−0.4% | Reduced |
| Wisconsin Capital Management LLC | 47,651 | $11.1M | 5.83% | +1,800+3.9% | Added |
| Lynch & Associates | 47,632 | $11.1M | 2.35% | −228−0.5% | Reduced |
| Osterweis Capital Management Inc | 47,621 | $11.1M | 0.56% | +13,872+41.1% | Added |
| REAP Financial Group, LLC | 47,604 | $11.1M | 2.72% | +2,443+5.4% | Added |
| Spinnaker Investment Group, LLC | 47,561 | $11.1M | 2.71% | +957+2.1% | Added |
| Barometer Capital Management Inc. | 47,608 | $11.1M | 3.20% | +47,016+7,941.9% | Added |
| West Wealth Group, LLC | 47,507 | $11.1M | 3.59% | −301−0.6% | Reduced |
| Tudor Investment Corp Et Al | 47,382 | $11.0M | 0.12% | −438,378−90.2% | Reduced |
| Gilder Gagnon Howe & Co LLC | 47,325 | $11.0M | 0.13% | −8,490−15.2% | Reduced |
| Pettinga Financial Advisors, LLC | 47,325 | $11.0M | 2.61% | −297−0.6% | Reduced |
| Vista Investment Partners LLC | 47,320 | $11.0M | 3.53% | +125+0.3% | Added |
| Cascades Capital Asset Management, LLC | 47,265 | $11.0M | 6.07% | +47,265 | New |
| Stiles Financial Services Inc | 47,247 | $11.0M | 3.88% | −571−1.2% | Reduced |
| Buck Wealth Strategies, LLC | 47,200 | $11.0M | 3.46% | −5,767−10.9% | Reduced |
| Milestone Asset Management, LLC | 47,165 | $11.0M | 2.47% | +10,950+30.2% | Added |
| WestHill Financial Advisors, Inc. | 47,164 | $11.0M | 2.46% | +7,751+19.7% | Added |
| Gunn & Co Investment Management, Inc. | 47,048 | $11.0M | 7.54% | −475,038−91.0% | Reduced |
| Investmark Advisory Group LLC | 47,024 | $11.0M | 5.32% | +200.0% | Added |
| BWM Planning, LLC | 46,934 | $10.9M | 4.85% | +46,934 | New |
| Patron Partners Advisors, LLC | 46,930 | $10.9M | 6.04% | −1,277−2.6% | Reduced |
| Thomas Story & Son LLC | 46,926 | $10.9M | 4.46% | −1,595−3.3% | Reduced |
| RPg Family Wealth Advisory, LLC | 46,924 | $10.9M | 3.53% | +734+1.6% | Added |
| Atlantic Edge Private Wealth Management, LLC | 46,908 | $10.9M | 3.33% | −535−1.1% | Reduced |
| Clear Creek Financial Management, LLC | 46,831 | $10.9M | 1.24% | −379−0.8% | Reduced |
| GSB Wealth Management, LLC | 46,806 | $10.9M | 2.79% | −142−0.3% | Reduced |
| Game Plan Financial Advisors, LLC | 46,804 | $10.9M | 5.27% | −109−0.2% | Reduced |
| Pecaut & Co. | 46,741 | $10.9M | 3.85% | −11,596−19.9% | Reduced |
| Centerpoint Advisors, LLC | 46,727 | $10.9M | 3.79% | +941+2.1% | Added |
| SeaTown Holdings Pte. Ltd. | 46,722 | $10.9M | 8.04% | +46,722 | New |
| Chris Bulman Inc | 46,646 | $10.9M | 7.40% | −249−0.5% | Reduced |
| Cornerstone Capital, Inc. | 46,608 | $10.9M | 1.01% | −807−1.7% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 46,557 | $10.8M | 8.18% | −1,282−2.7% | Reduced |
| Advanced Asset Management Advisors Inc | 51,438 | $10.8M | 2.90% | 00.0% | Unchanged |
| American Trust Investment Advisors, LLC | 46,483 | $10.8M | 4.43% | −1,149−2.4% | Reduced |
| Sage Advisors, LLC | 46,181 | $10.8M | 8.48% | +1,778+4.0% | Added |
| Abacus Wealth Partners, LLC | 46,161 | $10.8M | 1.61% | +8,352+22.1% | Added |
| Ellerson Group Inc | 46,148 | $10.8M | 8.44% | −1,231−2.6% | Reduced |
| Goodman Advisory Group, LLC | 46,096 | $10.7M | 3.07% | +881+1.9% | Added |
| Cypress Capital, LLC | 46,063 | $10.7M | 2.77% | −1,138−2.4% | Reduced |
| LCM Capital Management Inc | 46,014 | $10.7M | 6.17% | −2,395−4.9% | Reduced |
| Paloma Partners Management Co | 46,000 | $10.7M | 0.57% | +46,000 | New |
| Invst, LLC | 45,966 | $10.7M | 1.30% | −8,002−14.8% | Reduced |
| Sonata Capital Group Inc | 45,823 | $10.7M | 4.51% | +602+1.3% | Added |
| Enterprise Financial Services Corp | 45,766 | $10.7M | 6.21% | −2,484−5.1% | Reduced |
| West Family Investments, Inc. | 45,722 | $10.7M | 3.63% | +6,546+16.7% | Added |
| Dantai Capital Ltd | 45,715 | $10.7M | 13.52% | +5,215+12.9% | Added |
| Northwest Wealth Management, LLC | 45,694 | $10.6M | 2.48% | +657+1.5% | Added |
| Cohen Investment Advisors LLC | 45,601 | $10.6M | 6.49% | −973−2.1% | Reduced |
| Norway Savings Bank | 45,581 | $10.6M | 5.76% | −1,560−3.3% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 45,464 | $10.6M | 3.19% | −3,712−7.5% | Reduced |
| BKM Wealth Management, LLC | 45,416 | $10.6M | 4.30% | +22,502+98.2% | Added |
| Spirit of America Management Corp | 45,382 | $10.6M | 2.11% | −1,000−2.2% | Reduced |
| Evexia Wealth LLC | 47,692 | $10.6M | 3.75% | −8,019−14.4% | Reduced |
| Cetera Trust Company, N.A | 45,360 | $10.6M | 6.46% | −1,245−2.7% | Reduced |
| Pacific Sun Financial Corp | 45,342 | $10.6M | 5.83% | −27−0.1% | Reduced |
| Clear Street Derivatives LLC | 45,199 | $10.5M | 0.18% | −39,252−46.5% | Reduced |
| Leeward Financial Partners, LLC | 45,139 | $10.5M | 3.97% | +2,786+6.6% | Added |
| Providence Wealth Advisors, LLC | 44,883 | $10.5M | 7.77% | −112−0.2% | Reduced |
| Agate Pass Investment Management, LLC | 45,120 | $10.5M | 5.25% | −898−2.0% | Reduced |
| Carlson Capital Management | 45,114 | $10.5M | 0.45% | +7,662+20.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 45,103 | $10.5M | 2.90% | +1,739+4.0% | Added |
| Painted Porch Advisors LLC | 45,016 | $10.5M | 5.31% | +405+0.9% | Added |
| MUFG Securities EMEA plc | 45,000 | $10.5M | 0.43% | −305,000−87.1% | Reduced |
| KP Management LLC | 45,000 | $10.5M | 3.69% | −4,000−8.2% | Reduced |
| Colonial River Wealth Management, LLC | 44,901 | $10.5M | 5.19% | −22,489−33.4% | Reduced |
| Opinicus Capital, Inc. | 44,901 | $10.5M | 8.36% | −724−1.6% | Reduced |
| Banyan Capital Management, Inc. | 44,886 | $10.5M | 6.06% | −18,192−28.8% | Reduced |
| Elevated Capital Advisors, LLC | 44,870 | $10.5M | 2.78% | +9,515+26.9% | Added |
| Wealth Advisors of Tampa Bay, LLC | 44,835 | $10.4M | 4.36% | −4,327−8.8% | Reduced |
| Reliant Investment Management, LLC | 44,787 | $10.4M | 4.91% | +359+0.8% | Added |
| Beacon Financial Group | 44,763 | $10.4M | 1.13% | −1,360−2.9% | Reduced |
| Delaney Dennis R | 44,758 | $10.4M | 5.38% | −1,367−3.0% | Reduced |
| Shorepath Capital Management LLC | 44,732 | $10.4M | 7.63% | −977−2.1% | Reduced |
| Alan B. Lancz & Associates, Inc. | 44,724 | $10.4M | 9.56% | −1,134−2.5% | Reduced |
| Smallwood Wealth Investment Management, LLC | 44,690 | $10.4M | 7.43% | −221−0.5% | Reduced |
| Keynote Financial Services LLC | 44,678 | $10.4M | 7.95% | −130−0.3% | Reduced |
| First County Bank | 44,677 | $10.4M | 5.14% | +720+1.6% | Added |
| Sienna Gestion | 44,772 | $10.4M | 0.69% | +27,327+156.6% | Added |
| ORG Partners LLC | 44,479 | $10.4M | 1.66% | −12,838−22.4% | Reduced |
| Cross Staff Investments Inc | 44,460 | $10.4M | 8.00% | −88−0.2% | Reduced |
| Stansberry Asset Management, LLC | 44,452 | $10.4M | 1.29% | +305+0.7% | Added |
| Advisor Resource Council | 44,410 | $10.3M | 4.70% | +3,839+9.5% | Added |