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 |
|---|---|---|---|---|---|
| Patrick M Sweeney & Associates, Inc | 38,079 | $8.87M | 6.52% | +20.0% | Added |
| Greenspring Advisors, LLC | 38,043 | $8.86M | 1.93% | +2,431+6.8% | Added |
| Cheviot Value Management, LLC | 37,942 | $8.84M | 1.67% | −3,374−8.2% | Reduced |
| Strategic Financial Concepts, LLC | 37,931 | $8.84M | 2.81% | −7,574,330−99.5% | Reduced |
| Sky Investment Group LLC | 37,922 | $8.84M | 1.59% | −1,052−2.7% | Reduced |
| Gilbert & Cook, Inc. | 37,871 | $8.82M | 1.21% | +259+0.7% | Added |
| Headinvest, LLC | 37,805 | $8.81M | 1.63% | −621−1.6% | Reduced |
| Convergence Investment Partners, LLC | 37,770 | $8.80M | 2.37% | +8,436+28.8% | Added |
| LMR Partners LLP | 37,764 | $8.80M | 0.19% | −118,170−75.8% | Reduced |
| Boxwood Ventures, Inc. | 37,745 | $8.79M | 13.61% | 00.0% | Unchanged |
| US Asset Management LLC | 39,061 | $8.79M | 7.77% | −1,770−4.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 37,667 | $8.78M | 0.86% | +37,667 | New |
| Inspire Trust Co, N.A. | 37,654 | $8.77M | 2.42% | +2,126+6.0% | Added |
| Greenline Partners, LLC | 37,651 | $8.77M | 1.26% | −2,677−6.6% | Reduced |
| Dash Acquisitions Inc. | 37,897 | $8.77M | 2.13% | +637+1.7% | Added |
| Ritter Daniher Financial Advisory LLC | 37,637 | $8.77M | 2.55% | −609−1.6% | Reduced |
| Verity Asset Management, Inc. | 38,046 | $8.77M | 3.30% | −406−1.1% | Reduced |
| Safeguard Investment Advisory Group, LLC | 37,609 | $8.76M | 2.50% | −2,623−6.5% | Reduced |
| New Potomac Partners, LLC | 37,588 | $8.76M | 4.50% | −405−1.1% | Reduced |
| Beacon Investment Advisors LLC | 37,502 | $8.74M | 4.13% | +53+0.1% | Added |
| Vigilare Wealth Management | 37,440 | $8.72M | 3.53% | −551−1.5% | Reduced |
| Financial Enhancement Group LLC | 50,697 | $8.72M | 1.71% | +5,014+11.0% | Added |
| Acima Private Wealth, LLC | 37,403 | $8.71M | 2.92% | 00.0% | Unchanged |
| Studio Investment Management LLC | 37,351 | $8.70M | 1.83% | −55−0.1% | Reduced |
| Cowa, LLC | 37,259 | $8.68M | 4.13% | +961+2.6% | Added |
| Benchmark Financial Wealth Advisors, LLC | 37,189 | $8.66M | 2.89% | +1,902+5.4% | Added |
| Vista Capital Partners, Inc. | 37,138 | $8.65M | 1.00% | +262+0.7% | Added |
| Summit Financial Wealth Advisors, LLC | 37,086 | $8.64M | 1.62% | −1,259−3.3% | Reduced |
| Pasadena Private Wealth, LLC | 37,079 | $8.64M | 1.84% | −341−0.9% | Reduced |
| J. Goldman & Co LP | 37,068 | $8.64M | 0.38% | −35,682−49.0% | Reduced |
| SC&H Financial Advisors, Inc. | 37,039 | $8.63M | 1.89% | −252−0.7% | Reduced |
| Boltwood Capital Management | 37,027 | $8.63M | 2.56% | +1,381+3.9% | Added |
| State of Wyoming | 37,007 | $8.62M | 1.23% | +21,650+141.0% | Added |
| Wilson & Boucher Capital Management, LLC | 36,991 | $8.62M | 5.94% | −70−0.2% | Reduced |
| Legacy Edge Advisors, LLC | 36,975 | $8.62M | 1.38% | +3,481+10.4% | Added |
| Orser Capital Management, LLC | 36,949 | $8.61M | 6.69% | −265−0.7% | Reduced |
| Sterling Group Wealth Management, LLC | 36,938 | $8.61M | 4.56% | +83+0.2% | Added |
| Indie Asset Partners, LLC | 36,880 | $8.59M | 6.44% | −649−1.7% | Reduced |
| Clayton Financial Group LLC | 36,862 | $8.59M | 3.22% | +4,168+12.7% | Added |
| Lokken Investment Group LLC | 36,860 | $8.59M | 3.58% | −21−0.1% | Reduced |
| Cape Ann Savings Bank | 36,855 | $8.59M | 4.98% | −861−2.3% | Reduced |
| O'Neil Global Advisors, Inc. | 36,840 | $8.58M | 2.19% | +25,090+213.5% | Added |
| Pettee Investors, Inc. | 36,767 | $8.57M | 4.17% | −60.0% | Reduced |
| Investment Partners Asset Management, Inc. | 36,757 | $8.56M | 7.02% | −55−0.1% | Reduced |
| Promethos Capital, LLC | 36,750 | $8.56M | 3.05% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 36,713 | $8.55M | 4.95% | −269−0.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 36,704 | $8.55M | 2.41% | −2,353−6.0% | Reduced |
| Rip Road Capital Partners LP | 36,700 | $8.55M | 7.63% | +1,400+4.0% | Added |
| Arista Wealth Management, LLC | 36,650 | $8.54M | 2.05% | +655+1.8% | Added |
| McBroom & Associates, LLC | 36,637 | $8.54M | 5.22% | +396+1.1% | Added |
| NCM Capital Management, LLC | 36,633 | $8.54M | 4.10% | −307−0.8% | Reduced |
| Veracity Capital LLC | 36,629 | $8.53M | 3.26% | +392+1.1% | Added |
| Heritage Financial Services, LLC | 36,619 | $8.53M | 1.13% | +3,036+9.0% | Added |
| New Century Financial Group, LLC | 36,616 | $8.53M | 3.13% | +1,439+4.1% | Added |
| Great Waters Wealth Management | 36,589 | $8.53M | 1.15% | −2,197−5.7% | Reduced |
| Eagle Strategies LLC | 36,546 | $8.52M | 1.54% | −1,085−2.9% | Reduced |
| O'Brien Wealth Partners LLC | 36,391 | $8.48M | 1.66% | −63−0.2% | Reduced |
| New England Research & Management, Inc. | 36,348 | $8.47M | 3.98% | +95+0.3% | Added |
| Alcosta Capital Management, Inc. | 36,347 | $8.47M | 5.06% | +246+0.7% | Added |
| Weaver Consulting Group | 36,326 | $8.46M | 2.69% | +906+2.6% | Added |
| Omnia Family Wealth, LLC | 36,307 | $8.46M | 3.63% | +1,611+4.6% | Added |
| Wellspring Financial Advisors, LLC | 61,735 | $8.46M | 1.01% | +4,538+7.9% | Added |
| Granite Bay Wealth Management, LLC | 36,293 | $8.46M | 4.74% | +36,293 | New |
| Seelaus Asset Management LLC | 36,291 | $8.46M | 7.74% | +8,045+28.5% | Added |
| tru Independence LLC | 36,281 | $8.45M | 2.47% | +1,007+2.9% | Added |
| Ceera Investments, LLC | 36,246 | $8.45M | 3.18% | −1,005−2.7% | Reduced |
| Forge First Asset Management Inc. | 36,200 | $8.43M | 4.62% | −21,500−37.3% | Reduced |
| Trilogy Capital Inc. | 36,190 | $8.43M | 0.43% | −227−0.6% | Reduced |
| Cary Street Partners Asset Management LLC | 36,184 | $8.43M | 1.11% | −1,232−3.3% | Reduced |
| Chaney Capital Management, Inc. | 36,022 | $8.39M | 4.71% | −421−1.2% | Reduced |
| Marion Wealth Management | 36,002 | $8.39M | 2.24% | +820+2.3% | Added |
| Oxinas Partners Wealth Management LLC | 35,996 | $8.39M | 5.14% | −190−0.5% | Reduced |
| Constitution Capital LLC | 35,944 | $8.37M | 4.47% | −3,807−9.6% | Reduced |
| Capital Management Associates, Inc | 35,940 | $8.37M | 3.42% | +820+2.3% | Added |
| WR Wealth Planners, LLC | 35,920 | $8.37M | 2.33% | −308−0.9% | Reduced |
| Seven Mile Advisory | 35,900 | $8.36M | 5.53% | +5,932+19.8% | Added |
| GFG Capital, LLC | 113,887 | $8.35M | 3.38% | +231+0.2% | Added |
| Planning Center, Inc. | 35,809 | $8.34M | 1.03% | +66+0.2% | Added |
| Leelyn Smith, LLC | 35,798 | $8.34M | 1.51% | +1,306+3.8% | Added |
| Kinsale Capital Group, Inc. | 35,774 | $8.34M | 2.46% | +4,705+15.1% | Added |
| Asset Advisors Investment Management, LLC | 35,748 | $8.33M | 0.87% | −443−1.2% | Reduced |
| Meridian Wealth Partners, LLC | 35,731 | $8.33M | 1.29% | −3,504−8.9% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 35,639 | $8.30M | 3.19% | −6,400−15.2% | Reduced |
| Colorado Capital Management, Inc. | 35,583 | $8.29M | 4.09% | −23−0.1% | Reduced |
| Fortis Capital Management LLC | 35,500 | $8.27M | 1.67% | +764+2.2% | Added |
| Pacific Center for Financial Services | 35,498 | $8.27M | 2.18% | −565−1.6% | Reduced |
| PPS&V Asset Management Consultants, Inc. | 35,415 | $8.25M | 5.66% | −34−0.1% | Reduced |
| My Legacy Advisors, LLC | 35,410 | $8.25M | 3.26% | −7,659−17.8% | Reduced |
| Yarger Wealth Strategies, LLC | 35,404 | $8.25M | 4.56% | −986−2.7% | Reduced |
| Hourglass Capital, LLC | 35,387 | $8.25M | 2.30% | −546−1.5% | Reduced |
| Hudock, Inc. | 35,382 | $8.24M | 1.42% | +1,025+3.0% | Added |
| Strategic Advocates LLC | 35,351 | $8.24M | 2.95% | +3,659+11.5% | Added |
| Parkwood LLC | 35,330 | $8.23M | 1.00% | +35,330 | New |
| Fingerlakes Wealth Management, Inc. | 35,313 | $8.23M | 6.84% | −470−1.3% | Reduced |
| Ellenbecker Investment Group | 35,291 | $8.22M | 1.55% | −1,525−4.1% | Reduced |
| Trueblood Wealth Management, LLC | 35,235 | $8.21M | 4.12% | −231−0.7% | Reduced |
| First Personal Financial Services | 35,226 | $8.21M | 1.74% | −727−2.0% | Reduced |
| Brio Consultants, LLC | 35,200 | $8.20M | 1.30% | +873+2.5% | Added |
| OneAscent Financial Services LLC | 35,190 | $8.20M | 5.90% | −3,916−10.0% | Reduced |
| Ashton Thomas Securities, LLC | 35,109 | $8.18M | 1.59% | +7,196+25.8% | Added |