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 |
|---|---|---|---|---|---|
| Heritage Wealth Management, Inc. | 25,021 | $5.83M | 5.26% | +258+1.0% | Added |
| Green Square Capital Advisors LLC | 25,576 | $5.83M | 0.82% | −28−0.1% | Reduced |
| Auto-Owners Insurance Co | 25,000 | $5.83M | 0.14% | 00.0% | Unchanged |
| Herald Investment Management Ltd | 25,000 | $5.82M | 1.00% | 00.0% | Unchanged |
| Second Line Capital, LLC | 24,995 | $5.82M | 1.59% | +823+3.4% | Added |
| New Republic Capital, LLC | 24,942 | $5.81M | 3.34% | −2,156−8.0% | Reduced |
| Raelipskie Partnership | 24,924 | $5.81M | 2.83% | +2,025+8.8% | Added |
| Windsor Capital Management, LLC | 24,916 | $5.81M | 1.68% | +2,480+11.1% | Added |
| Curran Financial Partners, LLC | 24,890 | $5.80M | 1.65% | −43−0.2% | Reduced |
| Firethorn Wealth Partners, LLC | 24,887 | $5.80M | 2.94% | −129−0.5% | Reduced |
| Sunburst Financial Group, LLC | 24,870 | $5.79M | 1.47% | −323−1.3% | Reduced |
| DDFG, Inc | 24,843 | $5.79M | 1.65% | −2,171−8.0% | Reduced |
| Traveka Wealth, LLC | 24,830 | $5.79M | 2.94% | +657+2.7% | Added |
| Trustco Bank Corp N Y | 24,828 | $5.78M | 5.81% | −1,413−5.4% | Reduced |
| Mountain Pacific Investment Advisers Inc | 24,756 | $5.77M | 0.39% | −273−1.1% | Reduced |
| KWMG, LLC | 24,734 | $5.76M | 0.58% | +189+0.8% | Added |
| My Personal CFO, LLC | 24,718 | $5.76M | 3.16% | −3,284−11.7% | Reduced |
| Global Strategic Investment Solutions, LLC | 24,716 | $5.76M | 0.67% | −286−1.1% | Reduced |
| FinDec Wealth Services, Inc. | 24,710 | $5.76M | 3.34% | −120−0.5% | Reduced |
| CWC Advisors, LLC. | 24,707 | $5.76M | 5.69% | +24,707 | New |
| Capital Planning LLC | 24,651 | $5.74M | 1.61% | +780+3.3% | Added |
| Schrum Private Wealth Management LLC | 24,616 | $5.74M | 2.96% | −1,432−5.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 24,599 | $5.73M | 2.54% | −15,477−38.6% | Reduced |
| Corundum Group, Inc. | 24,593 | $5.73M | 2.61% | −3,768−13.3% | Reduced |
| Rockingstone Advisors LLC | 24,577 | $5.73M | 2.81% | +85+0.3% | Added |
| Sykon Capital LLC | 24,572 | $5.73M | 2.02% | −49−0.2% | Reduced |
| MBA Advisors LLC | 24,571 | $5.73M | 2.75% | −853−3.4% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 24,552 | $5.72M | 4.11% | +24,552 | New |
| Somerset Group LLC | 24,545 | $5.72M | 5.27% | −3,105−11.2% | Reduced |
| Connective Capital Management, LLC | 25,295 | $5.71M | 5.30% | 00.0% | Unchanged |
| Red Wave Investments LLC | 24,521 | $5.71M | 1.99% | +66+0.3% | Added |
| Argus Investors' Counsel, Inc. | 24,518 | $5.71M | 3.73% | −2,606−9.6% | Reduced |
| Advisory Resource Group | 24,463 | $5.70M | 1.22% | −668−2.7% | Reduced |
| Birmingham Capital Management Co Inc | 24,462 | $5.70M | 2.07% | +4,675+23.6% | Added |
| IronBridge Private Wealth, LLC | 24,395 | $5.68M | 2.12% | −988−3.9% | Reduced |
| Wilkins Investment Counsel Inc | 24,393 | $5.68M | 0.79% | −165−0.7% | Reduced |
| West Paces Advisors Inc. | 24,374 | $5.68M | 1.39% | −229−0.9% | Reduced |
| Court Place Advisors, LLC | 24,370 | $5.68M | 1.66% | −944−3.7% | Reduced |
| American Institute for Advanced Investment Management, LLP | 24,358 | $5.68M | 4.06% | −1,439−5.6% | Reduced |
| Crescent Sterling, Ltd. | 24,311 | $5.66M | 5.40% | −363−1.5% | Reduced |
| Parkside Advisors LLC | 24,295 | $5.66M | 1.34% | −394−1.6% | Reduced |
| Shaker Investments LLC | 24,265 | $5.65M | 2.36% | +10,784+80.0% | Added |
| Financial Connections Group, Inc. | 24,265 | $5.65M | 2.78% | −469−1.9% | Reduced |
| Emprise Bank | 24,258 | $5.65M | 3.26% | −1,531−5.9% | Reduced |
| Symmetry Investments LP | 24,243 | $5.65M | 1.20% | −76,452−75.9% | Reduced |
| Verum Partners LLC | 24,199 | $5.64M | 1.65% | +232+1.0% | Added |
| Cooper/Haims Advisors, LLC | 24,143 | $5.63M | 3.09% | −7,400−23.5% | Reduced |
| MGO Private Wealth, LLC | 24,109 | $5.62M | 4.00% | −2,089−8.0% | Reduced |
| 44 Wealth Management LLC | 24,329 | $5.61M | 1.98% | +24,329 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 24,076 | $5.61M | 3.56% | −400−1.6% | Reduced |
| Richmond Brothers, Inc. | 24,018 | $5.60M | 3.45% | −3,740−13.5% | Reduced |
| Peterson Wealth Management | 24,013 | $5.60M | 3.58% | +121+0.5% | Added |
| Pathway Financial Advisers, LLC | 23,994 | $5.59M | 2.53% | −344−1.4% | Reduced |
| Versant Capital Management, Inc | 23,980 | $5.59M | 1.27% | +1,753+7.9% | Added |
| InTrack Investment Management Inc | 23,961 | $5.58M | 3.96% | +483+2.1% | Added |
| Eight 31 Financial LLC | 23,939 | $5.58M | 4.29% | −439−1.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 23,932 | $5.58M | 1.50% | −370−1.5% | Reduced |
| Summitry LLC | 23,915 | $5.57M | 0.27% | +1,564+7.0% | Added |
| David J Yvars Group | 23,909 | $5.57M | 3.45% | +93+0.4% | Added |
| Dodge & Cox | 23,868 | $5.56M | 0.00% | −450−1.9% | Reduced |
| Annandale Capital, LLC | 23,811 | $5.55M | 1.11% | −328−1.4% | Reduced |
| Fiducient Advisors LLC | 23,799 | $5.55M | 0.64% | +671+2.9% | Added |
| Cutler Investment Counsel LLC | 23,796 | $5.54M | 0.70% | −207−0.9% | Reduced |
| Worth Asset Management, LLC | 23,794 | $5.54M | 3.02% | +4,609+24.0% | Added |
| Alpine Bank Wealth Management | 23,792 | $5.54M | 0.89% | +23,792 | New |
| Hofer & Associates. Inc | 23,763 | $5.54M | 3.82% | −158−0.7% | Reduced |
| Melfa Wealth Management, LLC | 23,719 | $5.53M | 3.65% | −615−2.5% | Reduced |
| Richardson Financial Services Inc. | 26,219 | $5.52M | 3.51% | +34+0.1% | Added |
| Almanack Investment Partners, LLC. | 23,697 | $5.52M | 0.87% | +35+0.1% | Added |
| Outlook Wealth Advisors, LLC | 23,617 | $5.50M | 1.58% | −730−3.0% | Reduced |
| Great Diamond Partners, LLC | 23,615 | $5.50M | 1.40% | −3,789−13.8% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 23,593 | $5.50M | 3.08% | −2,416−9.3% | Reduced |
| Ibex Wealth Advisors | 273,862 | $5.50M | 1.77% | +165,940+153.8% | Added |
| LVZ Advisors, Inc. | 23,583 | $5.49M | 0.70% | −309−1.3% | Reduced |
| American Planning Services, Inc. | 23,538 | $5.48M | 4.34% | +427+1.8% | Added |
| Financial Advisory Partners, LLC | 23,531 | $5.48M | 1.82% | −365−1.5% | Reduced |
| Elmwood Wealth Management, Inc. | 23,485 | $5.47M | 2.26% | −1,062−4.3% | Reduced |
| Fonville Wealth Management LLC | 23,475 | $5.47M | 1.89% | +1,591+7.3% | Added |
| IAM Advisory, LLC | 23,440 | $5.46M | 1.38% | −383−1.6% | Reduced |
| Austin Wealth Management, LLC | 24,147 | $5.45M | 1.20% | −227−0.9% | Reduced |
| Warwick Investment Management, Inc. | 23,375 | $5.45M | 1.29% | +3,638+18.4% | Added |
| Vickerman Investment Advisors, Inc. | 23,368 | $5.44M | 1.60% | −672−2.8% | Reduced |
| Dechtman Wealth Management, LLC | 23,367 | $5.44M | 1.11% | +987+4.4% | Added |
| Luts & Greenleigh Group, Inc | 23,362 | $5.44M | 5.23% | +634+2.8% | Added |
| Legacy CG, LLC | 23,331 | $5.44M | 1.78% | −1,860−7.4% | Reduced |
| Massachusetts Wealth Management | 23,327 | $5.44M | 3.43% | +909+4.1% | Added |
| Angeles Investment Advisors, LLC | 23,320 | $5.43M | 0.28% | +1,309+5.9% | Added |
| Rational Advisors LLC | 23,313 | $5.43M | 0.52% | +145+0.6% | Added |
| TPG Advisors LLC | 23,306 | $5.43M | 4.25% | −2,997−11.4% | Reduced |
| Seldon Capital LP | 23,268 | $5.42M | 3.06% | 00.0% | Unchanged |
| Mayport, LLC | 23,176 | $5.40M | 1.73% | +1,907+9.0% | Added |
| New Wave Wealth Advisors LLC | 23,156 | $5.40M | 2.49% | −178−0.8% | Reduced |
| Heritage Oak Wealth Advisors LLC | 23,156 | $5.40M | 2.49% | +2,065+9.8% | Added |
| WESCAP Management Group, Inc. | 23,155 | $5.40M | 1.35% | −4,772−17.1% | Reduced |
| Accuvest Global Advisors | 22,254 | $5.38M | 4.62% | +3,099+16.2% | Added |
| Horan Securities, Inc. | 23,078 | $5.38M | 2.08% | −127−0.5% | Reduced |
| Financial Management Professionals, Inc. | 23,068 | $5.38M | 0.67% | −458−1.9% | Reduced |
| Socorro Asset Management LP | 22,988 | $5.36M | 2.03% | −7,047−23.5% | Reduced |
| Union Savings Bank | 22,942 | $5.35M | 2.62% | −96−0.4% | Reduced |
| Invenio Wealth Partners LLC | 22,911 | $5.34M | 2.31% | +3,320+16.9% | Added |