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 |
|---|---|---|---|---|---|
| Clarus Wealth Advisors | 36,873 | $8.17M | 4.16% | −741−2.0% | Reduced |
| Ulland Investment Advisors, LLC | 35,055 | $8.17M | 5.98% | −332−0.9% | Reduced |
| Gratus Wealth Advisors, LLC | 36,829 | $8.16M | 1.33% | +2,767+8.1% | Added |
| ODonnell Financial Services, LLC | 35,003 | $8.16M | 3.31% | +1,359+4.0% | Added |
| Paradiem, LLC | 34,976 | $8.15M | 1.92% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 34,856 | $8.12M | 2.70% | +965+2.8% | Added |
| Capital Group Investment Management Pte. Ltd. | 34,824 | $8.11M | 1.63% | +198+0.6% | Added |
| Teza Capital Management LLC | 34,820 | $8.11M | 0.89% | +373+1.1% | Added |
| Legacy Financial Group, Inc. | 35,912 | $8.11M | 2.76% | +1,400+4.1% | Added |
| Wellington Wealth Strategies, LLC. | 35,891 | $8.11M | 6.15% | +35,891 | New |
| Bridge Advisory, LLC | 34,797 | $8.11M | 3.86% | +384+1.1% | Added |
| Aurora Private Wealth, Inc. | 34,771 | $8.10M | 6.36% | −650−1.8% | Reduced |
| Sutton Place Investors LLC | 34,710 | $8.09M | 4.94% | +763+2.2% | Added |
| StrongBox Wealth, LLC | 34,709 | $8.09M | 3.47% | −1,512−4.2% | Reduced |
| Cora Capital Advisors LLC | 34,678 | $8.08M | 3.98% | −293−0.8% | Reduced |
| Abound Wealth Management | 34,655 | $8.07M | 2.68% | +749+2.2% | Added |
| Palo Alto Wealth Advisors, LLC | 34,136 | $8.07M | 3.34% | +14,337+72.4% | Added |
| Arnhold LLC | 34,617 | $8.07M | 0.78% | −450−1.3% | Reduced |
| Redwood Investment Management, LLC | 34,748 | $8.06M | 0.72% | −69,616−66.7% | Reduced |
| Shoker Investment Counsel, Inc. | 34,572 | $8.06M | 2.71% | −1,396−3.9% | Reduced |
| Icapital Wealth LLC | 34,555 | $8.05M | 4.40% | +7,434+27.4% | Added |
| Correct Capital Wealth Management | 34,487 | $8.04M | 1.78% | −180−0.5% | Reduced |
| Gitterman Wealth Management, LLC | 34,469 | $8.03M | 3.35% | −735−2.1% | Reduced |
| Youngs Advisory Group, Inc. | 34,453 | $8.03M | 3.33% | −1,199−3.4% | Reduced |
| Kennebec Savings Bank | 34,447 | $8.03M | 7.94% | +34,447 | New |
| Wealth Quarterback LLC | 34,398 | $8.01M | 4.17% | +1,965+6.1% | Added |
| HBW Advisory Services LLC | 34,374 | $8.01M | 1.17% | +1,876+5.8% | Added |
| Long Road Investment Counsel, LLC | 34,351 | $8.00M | 3.19% | 00.0% | Unchanged |
| Shum Financial Group, Inc. | 35,783 | $8.00M | 6.67% | +35,783 | New |
| Allred Capital Management, LLC | 34,285 | $7.99M | 3.14% | −1,125−3.2% | Reduced |
| Fruth Investment Management | 34,262 | $7.98M | 2.07% | −262−0.8% | Reduced |
| Andrew Hill Investment Advisors, Inc. | 34,254 | $7.98M | 5.98% | +984+3.0% | Added |
| Ellsworth Advisors, LLC | 34,252 | $7.98M | 2.07% | +574+1.7% | Added |
| Etesian Wealth Advisors, Inc. | 34,243 | $7.98M | 3.61% | +796+2.4% | Added |
| LWM Advisory Services, LLC | 34,235 | $7.98M | 5.91% | +7,639+28.7% | Added |
| NavPoint Financial, Inc. | 34,233 | $7.98M | 6.43% | +80.0% | Added |
| WFA Asset Management Corp | 34,161 | $7.96M | 4.32% | −547−1.6% | Reduced |
| Denver Wealth Management, Inc. | 34,117 | $7.95M | 3.68% | −1,001−2.9% | Reduced |
| Summit Place Financial Advisors, LLC | 34,116 | $7.95M | 4.43% | −1,225−3.5% | Reduced |
| Nova R Wealth, Inc. | 34,104 | $7.95M | 3.91% | +595+1.8% | Added |
| Meridian Financial Partners LLC | 34,088 | $7.94M | 4.02% | +34,088 | New |
| Montz Harcus Wealth Management LLC | 34,069 | $7.94M | 4.64% | −593−1.7% | Reduced |
| Coastwise Capital Group, LLC | 34,053 | $7.93M | 6.53% | +2,010+6.3% | Added |
| Choice Wealth Advisors, LLC | 34,050 | $7.93M | 3.96% | −2,491−6.8% | Reduced |
| BOS Asset Management, LLC | 34,019 | $7.93M | 2.92% | −504−1.5% | Reduced |
| Investment Partners, Ltd. | 33,991 | $7.92M | 3.30% | +30+0.1% | Added |
| Davies Financial Advisors, Inc. | 33,953 | $7.91M | 6.90% | −164−0.5% | Reduced |
| Tempus Wealth Planning, LLC | 33,951 | $7.91M | 2.90% | +21+0.1% | Added |
| Northstar Advisory Group, LLC | 33,900 | $7.90M | 4.10% | −6,702−16.5% | Reduced |
| Ayrshire Capital Management LLC | 33,899 | $7.90M | 3.76% | +485+1.5% | Added |
| Diversified Portfolios, Inc. | 33,859 | $7.89M | 0.89% | +8,893+35.6% | Added |
| Tarbox Family Office, Inc. | 33,857 | $7.89M | 1.29% | +2,457+7.8% | Added |
| American Financial Advisors, LLC | 33,842 | $7.89M | 1.08% | −2,387−6.6% | Reduced |
| Corrigan Financial, Inc. | 33,828 | $7.88M | 1.81% | −538−1.6% | Reduced |
| IMA Wealth, Inc. | 33,728 | $7.86M | 1.71% | −5,533−14.1% | Reduced |
| Meridian Management Co | 33,724 | $7.86M | 2.00% | +67+0.2% | Added |
| Retirement Planning Co of New England, Inc. | 33,705 | $7.85M | 3.91% | −921−2.7% | Reduced |
| Register Financial Advisors LLC | 33,684 | $7.85M | 4.03% | −547−1.6% | Reduced |
| Cutter & CO Brokerage, Inc. | 33,669 | $7.84M | 1.77% | −2,135−6.0% | Reduced |
| Samalin Investment Counsel, LLC | 33,652 | $7.84M | 3.41% | −320−0.9% | Reduced |
| Mason & Associates Inc | 33,644 | $7.84M | 1.96% | +88+0.3% | Added |
| Barry Investment Advisors, LLC | 33,581 | $7.82M | 2.39% | −1,651−4.7% | Reduced |
| Wolf Group Capital Advisors | 40,313 | $7.82M | 3.73% | −3,972−9.0% | Reduced |
| Nvest Financial, LLC | 33,548 | $7.82M | 4.46% | −317−0.9% | Reduced |
| Riverbridge Partners LLC | 33,532 | $7.81M | 0.10% | −606−1.8% | Reduced |
| Pinnacle Bancorp, Inc. | 33,530 | $7.81M | 2.09% | +333+1.0% | Added |
| LCNB Corp | 33,411 | $7.78M | 2.76% | −458−1.4% | Reduced |
| Lakeshore Financial Planning, Inc. | 33,386 | $7.78M | 3.43% | +147+0.4% | Added |
| Duncan Williams Asset Management, LLC | 33,363 | $7.77M | 4.28% | +21,755+187.4% | Added |
| Lodestone Wealth Management LLC | 33,296 | $7.76M | 3.92% | −969−2.8% | Reduced |
| Gateway Wealth Partners, LLC | 33,293 | $7.76M | 2.14% | −2,260−6.4% | Reduced |
| Altman Advisors, Inc. | 33,280 | $7.75M | 3.45% | −344−1.0% | Reduced |
| Norris Financial Group, LLC | 33,269 | $7.75M | 3.82% | −307−0.9% | Reduced |
| Sachetta, LLC | 33,268 | $7.75M | 3.07% | +252+0.8% | Added |
| Howard Wealth Management, LLC | 33,259 | $7.75M | 4.51% | −179−0.5% | Reduced |
| Front Street Capital Management, Inc. | 33,237 | $7.74M | 1.25% | −160−0.5% | Reduced |
| 1858 Wealth Management, LLC | 33,116 | $7.72M | 6.35% | +1,846+5.9% | Added |
| ELCO Management Co., LLC | 33,104 | $7.71M | 4.16% | −227−0.7% | Reduced |
| Investment Advisory Group, LLC | 33,009 | $7.69M | 2.67% | +286+0.9% | Added |
| Monetta Financial Services Inc | 33,000 | $7.69M | 6.55% | 00.0% | Unchanged |
| Integrity Financial Corp | 32,980 | $7.68M | 4.51% | +5,225+18.8% | Added |
| LifeSteps Financial, Inc. | 32,979 | $7.68M | 6.01% | +120.0% | Added |
| Ruggaard & Associates LLC | 32,970 | $7.68M | 3.34% | −6,107−15.6% | Reduced |
| Peoples Bank | 32,924 | $7.67M | 3.92% | +161+0.5% | Added |
| Retirement Solution Inc. | 32,845 | $7.65M | 1.86% | +20,467+165.3% | Added |
| Tilia Fiduciary Partners, Inc. | 32,816 | $7.65M | 5.30% | +1,656+5.3% | Added |
| CMG Global Holdings, LLC | 32,811 | $7.64M | 4.32% | +926+2.9% | Added |
| Total Investment Management Inc | 32,809 | $7.64M | 0.86% | +1,984+6.4% | Added |
| Partners Capital Investment Group, LLP | 32,800 | $7.64M | 0.12% | +18,313+126.4% | Added |
| McMahon Financial Advisors, LLC | 32,796 | $7.64M | 1.67% | −18,067−35.5% | Reduced |
| Pacific Sage Partners, LLC | 32,745 | $7.63M | 1.82% | −115−0.3% | Reduced |
| Moran Wealth Management, LLC | 32,733 | $7.63M | 0.23% | −21−0.1% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 36,209 | $7.63M | 4.00% | 00.0% | Unchanged |
| WD Rutherford LLC | 32,635 | $7.60M | 3.71% | −409−1.2% | Reduced |
| Deltec Asset Management LLC | 32,613 | $7.60M | 1.50% | +6,093+23.0% | Added |
| Lantz Financial LLC | 32,582 | $7.59M | 2.06% | +2,831+9.5% | Added |
| Horizon Investment Services, LLC | 32,548 | $7.58M | 3.24% | +27+0.1% | Added |
| Essex LLC | 32,508 | $7.57M | 1.55% | −67−0.2% | Reduced |
| Opus Investment Management Inc | 32,400 | $7.55M | 5.30% | 00.0% | Unchanged |
| BTG Pactual Asset Management US LLC | 32,378 | $7.54M | 1.10% | −2,604−7.4% | Reduced |