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 11 sales; 6,152 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 | 6,152 | $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 |
|---|---|---|---|---|---|
| Copperwynd Financial, LLC | 44,305 | $10.3M | 3.11% | +2,768+6.7% | Added |
| Drexel Morgan & Co. | 44,296 | $10.3M | 1.92% | 00.0% | Unchanged |
| Advisors Management Group Inc | 44,256 | $10.3M | 2.44% | −344−0.8% | Reduced |
| Dynasty Wealth Management, LLC | 44,254 | $10.3M | 0.31% | +10,704+31.9% | Added |
| Transcendent Capital Group LLC | 44,223 | $10.3M | 5.29% | −12,902−22.6% | Reduced |
| Hikari Tsushin, Inc. | 44,207 | $10.3M | 0.73% | −22,815−34.0% | Reduced |
| WealthBridge Investment Counsel Inc. | 44,168 | $10.3M | 3.65% | −410−0.9% | Reduced |
| Palumbo Wealth Management LLC | 44,159 | $10.3M | 4.00% | −134−0.3% | Reduced |
| Encompass Wealth Advisors, LLC | 44,095 | $10.3M | 2.57% | +870+2.0% | Added |
| Horst & Graben Wealth Management LLC | 44,087 | $10.3M | 1.84% | −373−0.8% | Reduced |
| North Growth Management Ltd. | 44,000 | $10.3M | 1.91% | 00.0% | Unchanged |
| DAGCO, Inc. | 44,041 | $10.3M | 4.21% | −439−1.0% | Reduced |
| Chou Associates Management Inc.SuperinvestorChou Associates | 44,000 | $10.3M | 6.51% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 43,985 | $10.2M | 3.13% | −187−0.4% | Reduced |
| Summit Asset Management, LLC | 43,952 | $10.2M | 1.92% | −617−1.4% | Reduced |
| Marino, Stram & Associates LLC | 43,939 | $10.2M | 2.28% | −130.0% | Reduced |
| Spring Capital Management, LLC | 59,779 | $10.2M | 8.30% | −5,486−8.4% | Reduced |
| Joseph P. Lucia & Associates, LLC | 43,897 | $10.2M | 4.71% | −126−0.3% | Reduced |
| Thompson Investment Management, Inc. | 43,895 | $10.2M | 1.46% | −2,154−4.7% | Reduced |
| Tranquility Partners, LLC | 43,864 | $10.2M | 3.71% | −971−2.2% | Reduced |
| Old North State Trust, LLC | 43,854 | $10.2M | 8.31% | −137−0.3% | Reduced |
| Freedom Day Solutions, LLC | 43,825 | $10.2M | 3.17% | +508+1.2% | Added |
| Garner Asset Management Corp | 43,691 | $10.2M | 4.68% | +1,343+3.2% | Added |
| Congress Park Capital LLC | 43,670 | $10.2M | 3.77% | −3,235−6.9% | Reduced |
| United Bank | 43,664 | $10.2M | 4.69% | −374−0.8% | Reduced |
| East Coast Asset Management, LLC. | 43,661 | $10.2M | 3.38% | −245−0.6% | Reduced |
| Royal Fund Management, LLC | 43,556 | $10.2M | 0.72% | −5,023−10.3% | Reduced |
| Next Capital Management LLC | 43,570 | $10.2M | 4.14% | −1,316−2.9% | Reduced |
| Exeter Financial, LLC | 43,530 | $10.1M | 4.49% | −725−1.6% | Reduced |
| Matisse Capital | 43,480 | $10.1M | 4.93% | +111+0.3% | Added |
| D.B. Root & Company, LLC | 43,471 | $10.1M | 3.34% | −3,233−6.9% | Reduced |
| Windle Wealth, LLC | 43,436 | $10.1M | 5.50% | −1,198−2.7% | Reduced |
| RBA Wealth Management, LLC | 43,419 | $10.1M | 3.90% | −375−0.9% | Reduced |
| Pine Haven Investment Counsel, Inc | 43,393 | $10.1M | 8.18% | −280−0.6% | Reduced |
| LaSalle St. Investment Advisors, LLC | 43,366 | $10.1M | 3.97% | +9,118+26.6% | Added |
| ABLE Financial Group, LLC | 43,363 | $10.1M | 3.12% | −276−0.6% | Reduced |
| Stanley-Laman Group, Ltd. | 43,357 | $10.1M | 1.42% | +393+0.9% | Added |
| VCI Wealth Management LLC | 43,335 | $10.1M | 4.49% | +18,454+74.2% | Added |
| Intact Investment Management Inc. | 43,300 | $10.1M | 0.34% | +320+0.7% | Added |
| Alta Advisers Ltd | 43,260 | $10.1M | 4.60% | +2,760+6.8% | Added |
| Bank of Stockton | 43,251 | $10.1M | 3.04% | −1,483−3.3% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 43,206 | $10.1M | 1.25% | +233+0.5% | Added |
| Planning Directions Inc | 43,145 | $10.1M | 5.99% | −754−1.7% | Reduced |
| Morling Financial Advisors, LLC | 43,105 | $10.0M | 3.83% | −845−1.9% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 43,098 | $10.0M | 0.68% | +12,204+39.5% | Added |
| Boyd Watterson Asset Management LLC | 43,067 | $10.0M | 2.75% | −195−0.5% | Reduced |
| Oxler Private Wealth LLC | 43,023 | $10.0M | 3.49% | +835+2.0% | Added |
| ERn Financial, LLC | 42,986 | $10.0M | 1.52% | +1,220+2.9% | Added |
| Saxon Interests, Inc. | 42,959 | $10.0M | 4.56% | +1,042+2.5% | Added |
| Baker Ellis Asset Management LLC | 42,930 | $10.0M | 1.42% | −216−0.5% | Reduced |
| Trust Co of Kansas | 42,829 | $9.98M | 4.85% | +2,865+7.2% | Added |
| One Day In July LLC | 42,806 | $9.97M | 1.12% | +2,918+7.3% | Added |
| Savoie Capital LLC | 42,752 | $9.96M | 1.22% | +10.0% | Added |
| Gordian Capital Singapore Pte Ltd | 42,699 | $9.95M | 3.78% | −1,825−4.1% | Reduced |
| Trinity Legacy Partners, LLC | 43,009 | $9.95M | 2.56% | −2,373−5.2% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 42,597 | $9.93M | 1.73% | −1,541−3.5% | Reduced |
| Empire Financial Management Company, LLC | 42,586 | $9.92M | 3.05% | −4,803−10.1% | Reduced |
| Security National Bank of So Dak | 42,572 | $9.92M | 5.51% | −317−0.7% | Reduced |
| Security Financial Services, INC. | 42,563 | $9.92M | 2.02% | +244+0.6% | Added |
| White Pine Investment CO | 42,553 | $9.91M | 2.72% | −176−0.4% | Reduced |
| Clarus Group, Inc. | 42,529 | $9.91M | 4.18% | −1,279−2.9% | Reduced |
| Acas, LLC | 42,405 | $9.88M | 8.15% | +127+0.3% | Added |
| Hudson Canyon Capital Management | 42,380 | $9.87M | 6.38% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 42,329 | $9.86M | 1.51% | −31,630−42.8% | Reduced |
| Goepper Burkhardt LLC | 42,329 | $9.86M | 4.07% | +2,160+5.4% | Added |
| Delta Capital Management LLC | 42,324 | $9.86M | 5.69% | −7,510−15.1% | Reduced |
| PBMares Wealth Management LLC | 42,296 | $9.86M | 2.06% | +214+0.5% | Added |
| Jmac Enterprises LLC | 42,256 | $9.85M | 1.57% | −1,457−3.3% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 42,249 | $9.84M | 3.91% | +1,044+2.5% | Added |
| Essex Investment Management Co LLC | 42,234 | $9.84M | 1.72% | −12,865−23.3% | Reduced |
| Townsend Asset Management Corp | 42,224 | $9.84M | 3.65% | −229−0.5% | Reduced |
| Bright Futures Wealth Management, LLC. | 42,734 | $9.83M | 4.75% | +3,062+7.7% | Added |
| SWP Financial LLC | 42,155 | $9.82M | 5.99% | +94+0.2% | Added |
| Genesee Capital Advisors, LLC | 42,154 | $9.82M | 4.73% | −1,323−3.0% | Reduced |
| ROI Financial Advisors, LLC | 42,116 | $9.81M | 6.78% | −890−2.1% | Reduced |
| Brown Capital Management LLC | 42,104 | $9.81M | 0.21% | −923−2.1% | Reduced |
| GP Brinson Investments LLC | 42,000 | $9.79M | 4.00% | 00.0% | Unchanged |
| Glass Wealth Management Co LLC | 41,969 | $9.78M | 5.40% | +7,697+22.5% | Added |
| Oder Investment Management, LLC | 41,949 | $9.77M | 8.40% | −572−1.3% | Reduced |
| Savvy Advisors, Inc. | 41,934 | $9.77M | 1.98% | +13,372+46.8% | Added |
| Transatlantique Private Wealth LLC | 41,896 | $9.76M | 3.76% | +303+0.7% | Added |
| Meritas Wealth Management, LLC | 41,854 | $9.75M | 6.03% | +273+0.7% | Added |
| Intrepid Financial Planning Group LLC | 41,819 | $9.74M | 4.17% | −2,110−4.8% | Reduced |
| Y.D. More Investments Ltd | 41,784 | $9.74M | 1.02% | −9,203−18.0% | Reduced |
| Gray Wealth Management Inc. | 41,763 | $9.73M | 3.84% | +445+1.1% | Added |
| Brophy Wealth Management, LLC | 41,744 | $9.73M | 3.48% | +41,744 | New |
| Amarillo National Bank | 41,730 | $9.72M | 1.78% | +210+0.5% | Added |
| Darden Wealth Group Inc | 41,706 | $9.72M | 6.97% | +1,892+4.8% | Added |
| Susquehanna International Group Ltd. | 41,563 | $9.68M | 2.05% | +41,563 | New |
| Palmer Knight Co | 41,539 | $9.68M | 4.25% | −554−1.3% | Reduced |
| Lummis Asset Management, LP | 41,518 | $9.67M | 11.30% | +2,447+6.3% | Added |
| Custom Index Systems, LLC | 41,466 | $9.66M | 5.23% | +3,683+9.7% | Added |
| Avanda Investment Management Pte. Ltd. | 41,450 | $9.66M | 1.88% | −45,180−52.2% | Reduced |
| Cornerstone Enterprises, LLC | 41,423 | $9.65M | 6.04% | −787−1.9% | Reduced |
| Demars Financial Group, LLC | 41,421 | $9.65M | 4.40% | +218+0.5% | Added |
| Interchange Capital Partners, LLC | 41,371 | $9.64M | 3.43% | −3,732−8.3% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 41,350 | $9.63M | 5.83% | +2,118+5.4% | Added |
| Madrona Financial Services, LLC | 41,344 | $9.63M | 2.68% | +4,450+12.1% | Added |
| Woodard & Co Asset Management Group Inc | 41,325 | $9.63M | 2.16% | +43+0.1% | Added |
| Family Legacy, Inc. | 41,304 | $9.62M | 3.20% | −320−0.8% | Reduced |