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 |
|---|---|---|---|---|---|
| Royal Harbor Partners, LLC | 27,280 | $6.36M | 2.47% | −1,152−4.1% | Reduced |
| Betterment LLC | 27,260 | $6.35M | 0.02% | +3,295+13.7% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 27,257 | $6.35M | 2.22% | +418+1.6% | Added |
| First Affirmative Financial Network | 27,252 | $6.35M | 3.48% | +4,432+19.4% | Added |
| Ullmann Financial Group, Inc. | 27,217 | $6.34M | 0.82% | +640+2.4% | Added |
| Aveo Capital Partners, LLC | 27,125 | $6.32M | 0.67% | −1,588−5.5% | Reduced |
| Wormser Freres Gestion | 27,175 | $6.31M | 3.86% | −14,776−35.2% | Reduced |
| Old North State Wealth Management, LLC | 27,050 | $6.31M | 3.53% | +13,472+99.2% | Added |
| Quaker Wealth Management, LLC | 27,061 | $6.31M | 2.31% | +27,061 | New |
| Redwood Investments, LLC | 27,046 | $6.30M | 1.88% | −3,851−12.5% | Reduced |
| EdgeRock Capital LLC | 27,025 | $6.30M | 4.43% | +27,025 | New |
| Magnolia Capital Management Ltd | 27,016 | $6.29M | 5.01% | 00.0% | Unchanged |
| Madison Park Capital Advisors, LLC | 26,999 | $6.29M | 4.72% | +13,982+107.4% | Added |
| Cahaba Wealth Management, Inc. | 26,995 | $6.29M | 0.52% | −606−2.2% | Reduced |
| Planning Capital Management Corp | 26,978 | $6.29M | 4.17% | +5,046+23.0% | Added |
| Spreng Capital Management, Inc. | 26,974 | $6.29M | 2.92% | −15,728−36.8% | Reduced |
| Amica Retiree Medical Trust | 26,958 | $6.28M | 5.21% | +26,958 | New |
| Prudent Man Advisors, LLC | 26,456 | $6.28M | 2.09% | −1,711−6.1% | Reduced |
| Financial Advisory Corp | 26,933 | $6.28M | 2.32% | +3,055+12.8% | Added |
| Herbst Group, LLC | 26,916 | $6.27M | 3.88% | −568−2.1% | Reduced |
| Compass Ion Advisors, LLC | 26,903 | $6.27M | 0.77% | +928+3.6% | Added |
| Pinnacle Family Advisors, LLC | 26,891 | $6.27M | 3.25% | −185−0.7% | Reduced |
| Gibbs Wealth Management | 26,875 | $6.26M | 2.03% | +11,805+78.3% | Added |
| Alliance Wealth Advisors, LLC | 26,849 | $6.26M | 1.64% | +18,062+205.6% | Added |
| Breed's Hill Capital LLC | 26,811 | $6.25M | 5.12% | +271+1.0% | Added |
| Impact Asset Management GmbH | 26,801 | $6.24M | 2.40% | +26,801 | New |
| Lion Street Advisors, LLC | 26,717 | $6.23M | 2.17% | −1,461−5.2% | Reduced |
| Salvus Wealth Management, LLC | 26,693 | $6.22M | 3.82% | +2,755+11.5% | Added |
| Fullcircle Wealth LLC | 26,597 | $6.21M | 2.79% | +312+1.2% | Added |
| Addison Advisors LLC | 26,604 | $6.20M | 1.72% | −2,121−7.4% | Reduced |
| Trinity Financial Advisors LLC | 28,837 | $6.20M | 2.77% | −590−2.0% | Reduced |
| Polymer Capital Management (HK) LTD | 26,587 | $6.19M | 1.43% | −108,441−80.3% | Reduced |
| Values Added Financial LLC | 26,561 | $6.19M | 3.90% | +87+0.3% | Added |
| Clarity Capital Partners LLC | 26,555 | $6.19M | 3.65% | −1,960−6.9% | Reduced |
| Napa Wealth Management | 26,515 | $6.18M | 2.92% | +20,092+312.8% | Added |
| Exchange Capital Management, Inc. | 26,441 | $6.16M | 0.98% | −1,311−4.7% | Reduced |
| Collaborative Wealth Managment Inc. | 26,439 | $6.16M | 2.79% | −72−0.3% | Reduced |
| Saranac Partners Ltd | 26,375 | $6.15M | 9.28% | +7,798+42.0% | Added |
| Legacy Capital Wealth Partners, LLC | 26,346 | $6.14M | 1.23% | +453+1.7% | Added |
| Lee Johnson Capital Management, LLC | 26,335 | $6.14M | 3.16% | +17,835+209.8% | Added |
| Triton Wealth Management, PLLC | 27,139 | $6.13M | 3.49% | +523+2.0% | Added |
| Prosperity Wealth Management, Inc. | 26,304 | $6.13M | 2.45% | +309+1.2% | Added |
| Dunhill Financial, LLC | 26,301 | $6.13M | 3.15% | +3,376+14.7% | Added |
| Swisher Financial Concepts, Inc. | 27,220 | $6.11M | 3.85% | +27,220 | New |
| Ardsley Advisory Partners LP | 26,200 | $6.10M | 1.15% | +2,700+11.5% | Added |
| Hengehold Capital Management LLC | 26,184 | $6.10M | 0.58% | +757+3.0% | Added |
| Affinity Wealth Management LLC | 26,160 | $6.10M | 1.08% | −260−1.0% | Reduced |
| Quartz Partners, LLC | 26,159 | $6.10M | 3.82% | +26,159 | New |
| Austin Asset Management Co Inc | 26,148 | $6.09M | 1.19% | +215+0.8% | Added |
| Maia Wealth LLC | 26,424 | $6.09M | 1.51% | +4,642+21.3% | Added |
| Butensky & Cohen Financial Security, Inc | 26,081 | $6.08M | 1.80% | −985−3.6% | Reduced |
| WPWealth LLP | 26,081 | $6.08M | 1.26% | +1,197+4.8% | Added |
| Options Solutions, LLC | 26,062 | $6.07M | 2.93% | −705−2.6% | Reduced |
| Leslie Global Wealth, LLC | 26,042 | $6.07M | 2.95% | +5,254+25.3% | Added |
| Lifeworks Advisors, LLC | 26,014 | $6.06M | 1.19% | −1,440−5.2% | Reduced |
| JBF Capital, Inc. | 26,000 | $6.06M | 0.90% | 00.0% | Unchanged |
| McRae Capital Management Inc | 25,989 | $6.06M | 1.18% | −214−0.8% | Reduced |
| Doliver Advisors, LP | 25,930 | $6.04M | 1.66% | +1,094+4.4% | Added |
| MeadowBrook Investment Advisors LLC | 25,925 | $6.04M | 5.45% | −230−0.9% | Reduced |
| Alaska Permanent Fund Corp | 25,886 | $6.03M | 0.09% | 00.0% | Unchanged |
| E&G Advisors, LP | 25,884 | $6.03M | 1.67% | +21+0.1% | Added |
| Lynx Investment Advisory | 25,860 | $6.03M | 4.34% | +975+3.9% | Added |
| Evergreen Private Wealth LLC | 25,801 | $6.01M | 2.79% | −87−0.3% | Reduced |
| Aberdeen Wealth Management LLC | 25,762 | $6.00M | 3.95% | −7,373−22.3% | Reduced |
| ShoreHaven Wealth Partners, LLC | 25,730 | $6.00M | 2.89% | −205−0.8% | Reduced |
| Midwest Professional Planners, LTD. | 25,672 | $5.98M | 1.83% | +4,443+20.9% | Added |
| Well Done, LLC | 25,664 | $5.98M | 1.09% | −3,504−12.0% | Reduced |
| New World Advisors LLC | 25,647 | $5.98M | 1.56% | +2,519+10.9% | Added |
| Wiser Advisor Group LLC | 25,642 | $5.97M | 8.92% | +150+0.6% | Added |
| Tennessee Valley Asset Management Partners | 25,533 | $5.97M | 0.99% | −229−0.9% | Reduced |
| Certus Wealth Management, LLC | 25,606 | $5.97M | 4.15% | −485−1.9% | Reduced |
| Marest Capital, LLC | 25,590 | $5.96M | 5.05% | −80.0% | Reduced |
| Tandem Capital Management Corp | 25,561 | $5.96M | 3.14% | −376−1.4% | Reduced |
| Addison Capital Co | 25,527 | $5.95M | 2.40% | −60−0.2% | Reduced |
| Tevis Investment Management | 25,520 | $5.95M | 4.40% | +1,024+4.2% | Added |
| Creative Capital Management Investments LLC | 25,464 | $5.93M | 2.48% | −32−0.1% | Reduced |
| Tanaka Capital Management Inc | 25,464 | $5.93M | 13.72% | −251−1.0% | Reduced |
| Financial Advisors, LLC | 25,446 | $5.93M | 1.13% | +581+2.3% | Added |
| American Capital Advisory, LLC | 25,428 | $5.92M | 3.43% | +917+3.7% | Added |
| Castle Wealth Management LLC | 25,428 | $5.92M | 2.37% | +1,532+6.4% | Added |
| PrairieView Partners, LLC | 25,414 | $5.92M | 0.62% | −457−1.8% | Reduced |
| American State Bank (Iowa) | 25,388 | $5.92M | 3.59% | −471−1.8% | Reduced |
| Blackston Financial Advisory Group, LLC | 25,358 | $5.91M | 3.05% | +2,330+10.1% | Added |
| Fortem Financial Group, LLC | 25,351 | $5.91M | 2.40% | +899+3.7% | Added |
| Elser Financial Planning, Inc | 25,322 | $5.90M | 8.56% | +297+1.2% | Added |
| Eldridge Investment Advisors, Inc. | 25,293 | $5.89M | 1.38% | +98+0.4% | Added |
| Seeds Investor LLC | 25,283 | $5.89M | 2.20% | +6,286+33.1% | Added |
| Summit Wealth Group, LLC | 25,277 | $5.89M | 1.70% | −125−0.5% | Reduced |
| Creekmur Asset Management LLC | 25,241 | $5.88M | 1.38% | −347−1.4% | Reduced |
| Center For Asset Management LLC | 25,206 | $5.87M | 3.51% | +536+2.2% | Added |
| Mendel Capital Management LLC | 25,206 | $5.87M | 3.60% | −464−1.8% | Reduced |
| Intellectus Partners, LLC | 25,166 | $5.86M | 1.50% | +4,470+21.6% | Added |
| Castleview Partners, LLC | 25,116 | $5.85M | 3.37% | −1,476−5.6% | Reduced |
| Hyperion Partners, LLC | 25,104 | $5.85M | 3.73% | −24−0.1% | Reduced |
| ICW Investment Advisors LLC | 25,090 | $5.85M | 2.43% | −214−0.8% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 25,091 | $5.85M | 1.92% | −44−0.2% | Reduced |
| Wagner Wealth Management, LLC | 25,082 | $5.84M | 1.58% | −3,024−10.8% | Reduced |
| Ewa, LLC | 25,606 | $5.84M | 2.09% | +4,044+18.8% | Added |
| Archvest Wealth Advisors, Inc. | 25,036 | $5.83M | 3.72% | −1,162−4.4% | Reduced |
| Sentinus, LLC | 25,029 | $5.83M | 2.19% | −55−0.2% | Reduced |