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 |
|---|---|---|---|---|---|
| Heirloom Wealth Management | 41,272 | $9.62M | 3.00% | +744+1.8% | Added |
| Ravenstone Capital Management Inc. | 41,261 | $9.61M | 5.78% | +130+0.3% | Added |
| Lindenwold Advisors | 41,244 | $9.61M | 4.84% | +431+1.1% | Added |
| Beech Hill Advisors, Inc. | 41,224 | $9.61M | 3.64% | −758−1.8% | Reduced |
| Northcape Wealth Management, LLC | 41,208 | $9.60M | 3.14% | −46−0.1% | Reduced |
| Aurora Investment Managers, LLC. | 41,182 | $9.60M | 6.15% | −713−1.7% | Reduced |
| Cadent Capital Advisors, LLC | 41,147 | $9.59M | 3.26% | −1,038−2.5% | Reduced |
| Silvia McColl Wealth Management, LLC | 41,139 | $9.59M | 7.17% | −8,329−16.8% | Reduced |
| Cresta Advisors, Ltd. | 41,129 | $9.58M | 5.01% | −1,454−3.4% | Reduced |
| Objective Capital Management, LLC | 41,111 | $9.58M | 5.63% | +41,111 | New |
| One Wealth Management Investment & Advisory Services, LLC | 41,043 | $9.56M | 16.77% | −4,484−9.8% | Reduced |
| Sivia Capital Partners, LLC | 40,998 | $9.55M | 5.64% | +1,582+4.0% | Added |
| Blackhawk Capital Partners LLC. | 40,970 | $9.55M | 5.10% | −686−1.6% | Reduced |
| FPC Investment Advisory, Inc. | 42,994 | $9.53M | 8.09% | +800+1.9% | Added |
| Berry Wealth Group, LP | 40,903 | $9.53M | 6.83% | +597+1.5% | Added |
| Portland Global Advisors LLC | 40,867 | $9.52M | 1.20% | −200.0% | Reduced |
| Martin & Co Inc | 40,855 | $9.52M | 2.24% | −165−0.4% | Reduced |
| Hilltop National Bank | 40,806 | $9.51M | 2.89% | −484−1.2% | Reduced |
| Waddell & Associates, LLC | 40,806 | $9.51M | 1.16% | +35+0.1% | Added |
| RDA Financial Network | 40,788 | $9.50M | 2.95% | +20.0% | Added |
| Bernardo Wealth Planning LLC | 40,825 | $9.48M | 2.30% | +1,137+2.9% | Added |
| Aft, Forsyth & Company, Inc. | 40,628 | $9.47M | 4.67% | −48−0.1% | Reduced |
| D'Orazio & Associates, Inc. | 40,615 | $9.46M | 1.35% | +2,817+7.5% | Added |
| Impact Partnership Wealth, LLC | 40,560 | $9.45M | 2.13% | −1,024−2.5% | Reduced |
| Cromwell Holdings LLC | 40,528 | $9.44M | 6.07% | +1,782+4.6% | Added |
| Asset Management Advisors, LLC | 40,450 | $9.42M | 6.58% | −5,286−11.6% | Reduced |
| Truvestments Capital LLC | 40,421 | $9.42M | 2.53% | +10,323+34.3% | Added |
| Oarsman Capital, Inc. | 40,420 | $9.42M | 1.74% | +1,605+4.1% | Added |
| Beck Capital Management, LLC | 40,415 | $9.42M | 2.52% | +18,462+84.1% | Added |
| Altrafin AG | 40,350 | $9.40M | 3.39% | 00.0% | Unchanged |
| WT Wealth Management | 39,974 | $9.39M | 3.00% | −4,104−9.3% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 42,312 | $9.39M | 3.58% | +63+0.1% | Added |
| First Command Advisory Services, Inc. | 40,257 | $9.38M | 0.09% | −255−0.6% | Reduced |
| Madison Wealth Partners, Inc | 40,194 | $9.37M | 2.77% | +5,142+14.7% | Added |
| Johnson Bixby & Associates, LLC | 40,185 | $9.36M | 1.43% | −1,211−2.9% | Reduced |
| Integris Wealth Management, LLC | 40,183 | $9.36M | 2.62% | +570+1.4% | Added |
| Legato Capital Management LLC | 40,154 | $9.36M | 1.16% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 40,142 | $9.35M | 1.19% | −289−0.7% | Reduced |
| Cambridge Advisors Inc. | 40,110 | $9.35M | 2.04% | +433+1.1% | Added |
| Orca Investment Management, LLC | 40,046 | $9.33M | 8.42% | +2,116+5.6% | Added |
| NFP Retirement, Inc. | 40,008 | $9.32M | 0.75% | −1,468−3.5% | Reduced |
| Piscataqua Savings Bank | 39,972 | $9.31M | 7.91% | −547−1.3% | Reduced |
| FSM Wealth Advisors, LLC | 39,955 | $9.31M | 2.47% | +1,509+3.9% | Added |
| NewSquare Capital LLC | 39,891 | $9.29M | 0.74% | +2,736+7.4% | Added |
| First United Bank Trust | 39,870 | $9.29M | 3.34% | −2,530−6.0% | Reduced |
| Hixon Zuercher, LLC | 39,866 | $9.29M | 3.64% | −3,962−9.0% | Reduced |
| Onefund, LLC | 39,844 | $9.28M | 9.43% | +1,820+4.8% | Added |
| William Allan, LLC | 39,821 | $9.28M | 5.76% | −3,723−8.5% | Reduced |
| SGL Investment Advisors, Inc. | 40,616 | $9.27M | 4.76% | +40,616 | New |
| Capital Advisors, Ltd. LLC | 39,704 | $9.25M | 1.15% | +477+1.2% | Added |
| Bruce & Co., Inc. | 39,700 | $9.25M | 2.69% | 00.0% | Unchanged |
| Peak Financial Management, Inc. | 39,660 | $9.24M | 2.71% | −4,585−10.4% | Reduced |
| Old Port Advisors | 39,635 | $9.24M | 2.57% | −840−2.1% | Reduced |
| Resurgent Financial Advisors LLC | 39,627 | $9.23M | 5.40% | −30.0% | Reduced |
| Mainstream Capital Management LLC | 39,625 | $9.23M | 7.85% | +39,625 | New |
| Bank Hapoalim BM | 39,622 | $9.23M | 1.40% | −1,265−3.1% | Reduced |
| Vance Wealth, Inc. | 39,590 | $9.22M | 3.49% | −212−0.5% | Reduced |
| Commons Capital, LLC | 39,558 | $9.22M | 10.17% | −953−2.4% | Reduced |
| Founders Capital Management | 39,547 | $9.21M | 5.61% | −4,292−9.8% | Reduced |
| Novak & Powell Financial Services, Inc. | 39,516 | $9.21M | 5.34% | −1,701−4.1% | Reduced |
| Processus Wealth & Capital Management, LLC | 39,509 | $9.21M | 7.59% | −2,118−5.1% | Reduced |
| Quattro Financial Advisors LLC | 39,891 | $9.20M | 2.69% | +9,962+33.3% | Added |
| Integral Investment Advisors, Inc. | 39,459 | $9.19M | 3.08% | −366−0.9% | Reduced |
| Chapman Investment Management, LLC | 39,439 | $9.19M | 6.71% | −630−1.6% | Reduced |
| Ayalon Holdings Ltd. | 39,422 | $9.19M | 2.86% | −81−0.2% | Reduced |
| Pinnacle West Asset Management, Inc. | 39,340 | $9.17M | 6.57% | −570−1.4% | Reduced |
| OV Management LLC | 39,272 | $9.15M | 6.08% | +446+1.1% | Added |
| Laidlaw Wealth Management LLC | 39,247 | $9.14M | 4.52% | +9,598+32.4% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 39,241 | $9.14M | 3.53% | +9,444+31.7% | Added |
| Lantern Wealth Advisors, LLC | 39,226 | $9.14M | 6.33% | −26−0.1% | Reduced |
| Worth Financial Advisory Group, LLC | 39,214 | $9.14M | 5.37% | +13,085+50.1% | Added |
| C2C Wealth Management, LLC | 40,325 | $9.11M | 8.48% | −199−0.5% | Reduced |
| BHK Investment Advisors, LLC | 39,005 | $9.09M | 3.39% | −1,583−3.9% | Reduced |
| Bull Street Advisors, LLC | 38,979 | $9.08M | 4.22% | −845−2.1% | Reduced |
| Patriot Investment Management Inc. | 38,957 | $9.08M | 0.67% | −901−2.3% | Reduced |
| Creekside Partners | 38,950 | $9.08M | 4.69% | −124−0.3% | Reduced |
| Morse Asset Management, Inc | 38,943 | $9.07M | 1.96% | +1,795+4.8% | Added |
| Virtue Capital Management, LLC | 38,914 | $9.07M | 1.82% | −15,533−28.5% | Reduced |
| Paragon Private Wealth Management, LLC | 38,909 | $9.07M | 4.49% | +4,451+12.9% | Added |
| Hohimer Wealth Management, LLC | 38,881 | $9.06M | 1.95% | −245−0.6% | Reduced |
| Wayfinding Financial, LLC | 38,857 | $9.05M | 6.73% | −394−1.0% | Reduced |
| Kades & Cheifetz LLC | 38,828 | $9.05M | 5.18% | −290−0.7% | Reduced |
| Lynch Asset Management, Inc. | 38,825 | $9.05M | 3.80% | −125−0.3% | Reduced |
| Lavaca Capital LLC | 38,810 | $9.04M | 4.33% | −4,603−10.6% | Reduced |
| Convergence Financial, LLC | 38,778 | $9.04M | 1.92% | −7,270−15.8% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 38,773 | $9.03M | 0.46% | −314−0.8% | Reduced |
| Signet Investment Advisory Group, Inc. | 38,701 | $9.02M | 4.51% | −89−0.2% | Reduced |
| Pacitti Group Inc. | 38,660 | $9.01M | 4.25% | −161−0.4% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 38,606 | $9.00M | 5.69% | −1,525−3.8% | Reduced |
| KKM Financial LLC | 38,595 | $8.99M | 4.45% | −3,260−7.8% | Reduced |
| Harfst & Associates, Inc. | 38,569 | $8.99M | 2.02% | +756+2.0% | Added |
| W Advisors, LLC | 38,336 | $8.93M | 5.50% | +185+0.5% | Added |
| Family Firm, Inc. | 38,260 | $8.91M | 1.95% | +893+2.4% | Added |
| Peregrine Asset Advisers, Inc. | 38,220 | $8.91M | 3.07% | +2,016+5.6% | Added |
| Pacific Capital Wealth Advisors, Inc | 38,219 | $8.91M | 1.50% | +252+0.7% | Added |
| Signal Advisors Wealth, LLC | 38,197 | $8.90M | 1.27% | +24,748+184.0% | Added |
| Sweet Financial Partners, LLC | 38,146 | $8.89M | 1.92% | −1,396−3.5% | Reduced |
| Alta Wealth Advisors LLC | 38,139 | $8.89M | 4.06% | +2,269+6.3% | Added |
| Midwest Financial Group LLC | 38,117 | $8.88M | 5.22% | −416−1.1% | Reduced |
| Per Stirling Capital Management, LLC. | 38,108 | $8.88M | 1.23% | −6,894−15.3% | Reduced |