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 |
|---|---|---|---|---|---|
| Clark Financial Services Group Inc | 32,332 | $7.53M | 6.85% | −2,081−6.0% | Reduced |
| Aft, Forsyth & Sober, LLC | 32,300 | $7.53M | 2.48% | 00.0% | Unchanged |
| Beacon Harbor Wealth Advisors, Inc. | 32,264 | $7.52M | 1.79% | +3,834+13.5% | Added |
| JNBA Financial Advisors | 32,220 | $7.51M | 0.76% | −745−2.3% | Reduced |
| Sensible Money, LLC | 32,217 | $7.51M | 3.28% | +15,474+92.4% | Added |
| Security National Bank of Sioux City Iowa | 32,165 | $7.49M | 4.58% | +517+1.6% | Added |
| Byrne Asset Management LLC | 32,148 | $7.49M | 5.11% | −1,006−3.0% | Reduced |
| Gries Financial LLC | 32,145 | $7.49M | 1.40% | +5,343+19.9% | Added |
| Fortitude Advisory Group L.L.C. | 32,117 | $7.48M | 4.72% | −1,334−4.0% | Reduced |
| Financial Strategies Group, Inc. | 32,316 | $7.47M | 1.75% | −11,152−25.7% | Reduced |
| Madden Securities Corp | 32,033 | $7.46M | 3.22% | +546+1.7% | Added |
| Financial Partners Group, LLC | 32,012 | $7.46M | 2.80% | +17+0.1% | Added |
| Smith Shellnut Wilson LLC | 31,997 | $7.46M | 3.37% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 31,962 | $7.45M | 0.20% | +109+0.3% | Added |
| Coppell Advisory Solutions LLC | 32,647 | $7.44M | 1.11% | −112,078−77.4% | Reduced |
| Keeler Thomas Management LLC | 31,897 | $7.43M | 2.35% | −292−0.9% | Reduced |
| Triangle Securities Wealth Management | 31,895 | $7.43M | 1.92% | −655−2.0% | Reduced |
| BEAM Asset Management, LLC | 31,884 | $7.43M | 2.25% | +272+0.9% | Added |
| Symphony Financial Services, Inc. | 33,065 | $7.43M | 6.32% | +1,156+3.6% | Added |
| Hillsdale Investment Management Inc. | 31,869 | $7.42M | 0.57% | +9,400+41.8% | Added |
| Pinkerton Retirement Specialists, LLC | 31,864 | $7.42M | 1.08% | +1,891+6.3% | Added |
| Next Level Private LLC | 31,859 | $7.42M | 3.04% | −16−0.1% | Reduced |
| Prossimo Advisors, LLC | 31,838 | $7.42M | 5.42% | +31,838 | New |
| Ergawealth Advisors, Inc. | 31,826 | $7.42M | 3.68% | −26−0.1% | Reduced |
| River Street Advisors LLC | 31,690 | $7.38M | 4.01% | +150.0% | Added |
| RiverPark Advisors, LLC | 31,685 | $7.38M | 6.03% | +2,368+8.1% | Added |
| Echo Wealth Management, LLC | 32,153 | $7.38M | 5.16% | +2,968+10.2% | Added |
| Petix & Botte Co | 31,653 | $7.38M | 1.96% | +229+0.7% | Added |
| Entropy Technologies, LP | 31,639 | $7.37M | 0.77% | −15,230−32.5% | Reduced |
| Noesis Capital Mangement Corp | 31,632 | $7.37M | 1.46% | +1,625+5.4% | Added |
| Wolverine Trading, LLC | 32,354 | $7.37M | 0.19% | −1,107,810−97.2% | Reduced |
| Beaton Management Co. Inc. | 31,620 | $7.37M | 3.73% | +28+0.1% | Added |
| Goldstein Advisors, LLC | 31,601 | $7.36M | 1.12% | +606+2.0% | Added |
| Check Capital Management Inc | 31,582 | $7.36M | 0.52% | −1,808−5.4% | Reduced |
| Gerber, LLC | 31,575 | $7.36M | 5.41% | −239−0.8% | Reduced |
| Altus Wealth Group LLC | 31,547 | $7.35M | 3.14% | +805+2.6% | Added |
| Farrell Financial LLC | 32,383 | $7.35M | 5.19% | +160.0% | Added |
| ZRC Wealth Management, LLC | 31,541 | $7.35M | 3.15% | −232−0.7% | Reduced |
| Archer Investment Corp | 31,460 | $7.33M | 1.97% | −453−1.4% | Reduced |
| Sather Financial Group Inc | 31,448 | $7.33M | 0.47% | −1,837−5.5% | Reduced |
| Legacy Financial Strategies, LLC | 31,438 | $7.32M | 1.62% | +1,825+6.2% | Added |
| Mattson Financial Services, LLC | 34,767 | $7.32M | 2.63% | −231−0.7% | Reduced |
| Burton Enright Welch | 31,401 | $7.32M | 1.57% | −60−0.2% | Reduced |
| Vaughan David Investments LLC | 31,396 | $7.32M | 0.17% | −835−2.6% | Reduced |
| Wynn Capital, LLC | 31,366 | $7.31M | 4.79% | +320+1.0% | Added |
| Barton Investment Management | 31,344 | $7.30M | 0.91% | 00.0% | Unchanged |
| Schear Investment Advisers, LLC | 31,310 | $7.30M | 4.51% | +2,361+8.2% | Added |
| Ahl Investment Management, Inc. | 31,307 | $7.29M | 5.03% | −1,850−5.6% | Reduced |
| Granite Harbor Advisors, Inc. | 31,306 | $7.29M | 4.22% | +3,697+13.4% | Added |
| Altshuler Shaham Ltd | 31,280 | $7.29M | 0.44% | +25,144+409.8% | Added |
| Kampmann Melissa S. | 31,228 | $7.28M | 5.14% | −50.0% | Reduced |
| Beacon Financial Advisory LLC | 31,221 | $7.27M | 2.47% | −3,634−10.4% | Reduced |
| Dempze Nancy E | 31,172 | $7.26M | 4.05% | +465+1.5% | Added |
| Maxwell Wealth Strategies Inc. | 32,444 | $7.25M | 3.08% | +717+2.3% | Added |
| Everpar Advisors LLC | 31,105 | $7.25M | 3.75% | −14,316−31.5% | Reduced |
| Five Oceans Advisors | 31,080 | $7.24M | 3.47% | +1,719+5.9% | Added |
| Evolution Wealth Advisors, LLC | 31,091 | $7.23M | 1.30% | −18−0.1% | Reduced |
| Alesco Advisors LLC | 31,029 | $7.23M | 0.22% | −478−1.5% | Reduced |
| Long Run Wealth Advisors, LLC | 30,957 | $7.21M | 1.70% | −2,306−6.9% | Reduced |
| Monument Capital Management | 30,956 | $7.21M | 1.99% | −744−2.3% | Reduced |
| Eley Financial Management, Inc | 30,937 | $7.21M | 2.90% | −669−2.1% | Reduced |
| PSI Advisors, LLC | 30,933 | $7.21M | 2.11% | −4,389−12.4% | Reduced |
| Criterion Capital Advisors, LLC | 34,213 | $7.21M | 4.54% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 30,892 | $7.20M | 1.29% | +11,203+56.9% | Added |
| FWL Investment Management, LLC | 30,852 | $7.19M | 2.75% | +11,835+62.2% | Added |
| Garrison Point Advisors, LLC | 30,790 | $7.17M | 4.44% | +149+0.5% | Added |
| Seascape Capital Management | 30,766 | $7.17M | 2.56% | −907−2.9% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 30,753 | $7.17M | 1.80% | −9,933−24.4% | Reduced |
| Needham Investment Management LLC | 30,750 | $7.16M | 0.55% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 30,657 | $7.14M | 3.32% | −53,439−63.5% | Reduced |
| Jacobsen Capital Management | 30,640 | $7.14M | 3.00% | −75−0.2% | Reduced |
| Hilltop Partners LLC | 30,632 | $7.14M | 2.40% | −245−0.8% | Reduced |
| Eclectic Associates Inc | 30,629 | $7.14M | 2.82% | +460+1.5% | Added |
| Fiera Capital Corp | 30,626 | $7.14M | 0.02% | −420−1.4% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 30,592 | $7.13M | 4.78% | −907−2.9% | Reduced |
| Baron Wealth Management LLC | 30,553 | $7.12M | 3.43% | −1,527−4.8% | Reduced |
| Counterweight Ventures, LLC | 30,536 | $7.11M | 5.04% | +50.0% | Added |
| G2 Capital Management, LLC | 30,508 | $7.11M | 2.09% | +25+0.1% | Added |
| Riverview Trust Co | 30,490 | $7.10M | 6.23% | −79−0.3% | Reduced |
| Chesapeake Asset Management LLC | 30,489 | $7.10M | 6.17% | −1,926−5.9% | Reduced |
| White Lighthouse Investment Management Inc. | 30,481 | $7.10M | 1.27% | −3,572−10.5% | Reduced |
| McAlister, Sweet & Associates, Inc. | 30,477 | $7.10M | 5.86% | +849+2.9% | Added |
| JBR Co Financial Management Inc | 30,444 | $7.09M | 4.64% | −115−0.4% | Reduced |
| Colton Groome Financial Advisors, LLC | 30,374 | $7.08M | 2.65% | −135−0.4% | Reduced |
| Infusive Asset Management Inc. | 30,284 | $7.06M | 2.98% | −8,499−21.9% | Reduced |
| Kolinsky Wealth Management, LLC | 30,132 | $7.02M | 4.57% | +2,106+7.5% | Added |
| Shorepoint Capital Partners LLC | 30,083 | $7.01M | 1.60% | −2,360−7.3% | Reduced |
| Emerald Advisers, LLC | 30,075 | $7.01M | 0.27% | +1,735+6.1% | Added |
| Snider Financial Group | 30,006 | $6.99M | 2.56% | −818−2.7% | Reduced |
| Miura Global Management, LLC | 30,000 | $6.99M | 8.03% | −20,000−40.0% | Reduced |
| Intrinsic Edge Capital Management LLC | 30,000 | $6.99M | 0.87% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 30,938 | $6.99M | 0.52% | +4,175+15.6% | Added |
| Cascade Investment Group, Inc. | 29,988 | $6.99M | 5.12% | −449−1.5% | Reduced |
| Black Diamond Financial, LLC | 29,956 | $6.98M | 1.18% | +1,194+4.2% | Added |
| Mitchell & Pahl Private Wealth, LLC | 29,925 | $6.97M | 3.25% | +790+2.7% | Added |
| Ameliora Wealth Management Ltd. | 29,924 | $6.97M | 2.91% | −2,987−9.1% | Reduced |
| Advance Capital Management, Inc. | 29,905 | $6.97M | 0.31% | +689+2.4% | Added |
| Guinness Atkinson Asset Management Inc | 29,883 | $6.96M | 3.39% | +51+0.2% | Added |
| Ramirez Asset Management, Inc. | 29,877 | $6.96M | 1.34% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 29,781 | $6.94M | 1.10% | −375−1.2% | Reduced |