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 |
|---|---|---|---|---|---|
| BCS Wealth Management | 22,853 | $5.33M | 2.26% | −9,589−29.6% | Reduced |
| PCA Investment Advisory Services Inc. | 22,846 | $5.32M | 2.51% | −596−2.5% | Reduced |
| Mountain Capital Investment Advisors, Inc | 23,739 | $5.32M | 1.17% | +785+3.4% | Added |
| Sprott Inc. | 22,840 | $5.32M | 0.34% | −10,592−31.7% | Reduced |
| Roanoke Asset Management Corp | 22,758 | $5.30M | 1.67% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 22,747 | $5.30M | 0.46% | −1,245−5.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 22,741 | $5.30M | 0.02% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 22,725 | $5.29M | 1.49% | −7,136−23.9% | Reduced |
| Cadinha & Co LLC | 22,725 | $5.29M | 0.91% | +117+0.5% | Added |
| First National Bank Sioux Falls | 22,671 | $5.28M | 2.40% | 00.0% | Unchanged |
| Gould Capital, LLC | 22,671 | $5.28M | 3.47% | −472−2.0% | Reduced |
| Blue Square Asset Management, LLC | 22,658 | $5.28M | 2.84% | +791+3.6% | Added |
| Hartford Funds Management Co LLC | 22,627 | $5.27M | 0.49% | +3,366+17.5% | Added |
| Dimension Capital Management LLC | 22,621 | $5.27M | 1.00% | −380−1.7% | Reduced |
| Morris Retirement Advisors, LLC | 22,619 | $5.27M | 2.88% | +2,771+14.0% | Added |
| Camarda Financial Advisors, LLC | 22,615 | $5.27M | 1.97% | −430−1.9% | Reduced |
| Richard P Slaughter Associates Inc | 22,593 | $5.26M | 1.22% | −385−1.7% | Reduced |
| Walker Asset Management, LLC | 22,560 | $5.26M | 3.26% | +100.0% | Added |
| Mascoma Wealth Management LLC | 22,544 | $5.25M | 1.31% | −1,321−5.5% | Reduced |
| Cassady Schiller Wealth Management, LLC | 22,507 | $5.24M | 1.92% | +73+0.3% | Added |
| RS Crum Inc. | 22,502 | $5.24M | 1.23% | −472−2.1% | Reduced |
| Carson Advisory Inc. | 22,481 | $5.24M | 3.29% | −1,614−6.7% | Reduced |
| S.A. Mason LLC | 22,478 | $5.24M | 2.78% | −116−0.5% | Reduced |
| Carr Financial Group Corp | 22,465 | $5.23M | 1.56% | −643−2.8% | Reduced |
| Ogorek Anthony Joseph | 22,455 | $5.23M | 1.80% | −80.0% | Reduced |
| Dougherty Wealth Advisers LLC | 22,422 | $5.22M | 4.15% | −166−0.7% | Reduced |
| First Citizens Financial Corp | 22,401 | $5.22M | 2.76% | +38+0.2% | Added |
| Goldstone Financial Group, LLC | 22,377 | $5.21M | 0.91% | +1,531+7.3% | Added |
| Richard W. Paul & Associates, LLC | 22,369 | $5.21M | 1.87% | −630−2.7% | Reduced |
| Leibman Financial Services, Inc. | 22,364 | $5.21M | 3.69% | −891−3.8% | Reduced |
| Peavine Capital, LLC | 22,360 | $5.21M | 1.27% | 00.0% | Unchanged |
| Valueworks LLC | 22,313 | $5.20M | 1.66% | −270−1.2% | Reduced |
| Fairscale Capital, LLC | 22,298 | $5.20M | 4.55% | −62−0.3% | Reduced |
| Aspire Private Capital, LLC | 22,298 | $5.20M | 1.24% | +1,080+5.1% | Added |
| Aspire Capital Advisors LLC | 22,295 | $5.19M | 1.55% | +1,467+7.0% | Added |
| Driehaus Capital Management LLC | 22,290 | $5.19M | 0.04% | +80+0.4% | Added |
| White Knight Strategic Wealth Advisors, LLC | 22,270 | $5.19M | 4.70% | −146−0.7% | Reduced |
| Bluesphere Advisors, LLC | 22,242 | $5.18M | 2.56% | −639−2.8% | Reduced |
| Robbins Farley LLC | 22,239 | $5.18M | 2.61% | −3,219−12.6% | Reduced |
| Palisades Hudson Asset Management, L.P. | 22,109 | $5.15M | 2.17% | −847−3.7% | Reduced |
| Primoris Wealth Advisors, LLC | 22,064 | $5.14M | 3.73% | −115−0.5% | Reduced |
| Florida Financial Advisors, LLC | 22,028 | $5.13M | 2.65% | +2,133+10.7% | Added |
| Landscape Capital Management, L.L.C. | 22,025 | $5.13M | 0.52% | +7,574+52.4% | Added |
| Burr Financial Services, LLC | 22,013 | $5.13M | 3.63% | −7,540−25.5% | Reduced |
| Liberty One Investment Management, LLC | 21,943 | $5.11M | 0.52% | +697+3.3% | Added |
| KFG Wealth Management, LLC | 21,932 | $5.11M | 1.11% | −2,317−9.6% | Reduced |
| Wintrust Investments LLC | 21,921 | $5.11M | 3.78% | −197,189−90.0% | Reduced |
| Successful Portfolios LLC | 21,911 | $5.11M | 3.45% | −642−2.8% | Reduced |
| Heartwood Wealth Advisors LLC | 21,867 | $5.10M | 0.56% | −557−2.5% | Reduced |
| Synergy Financial Group, LTD | 21,839 | $5.09M | 4.83% | −840−3.7% | Reduced |
| Forbes Financial Planning, Inc. | 21,833 | $5.09M | 3.67% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 21,830 | $5.09M | 2.37% | −1,186−5.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 21,741 | $5.07M | 1.89% | +16+0.1% | Added |
| Deseret Mutual Benefit Administrators | 21,723 | $5.06M | 2.58% | −886−3.9% | Reduced |
| Stony Point Wealth Management Inc. | 21,637 | $5.04M | 2.12% | −119−0.5% | Reduced |
| Fairfield, Bush & Co. | 21,632 | $5.04M | 3.00% | +202+0.9% | Added |
| Islay Capital Management, LLC | 21,609 | $5.03M | 3.38% | 00.0% | Unchanged |
| Outfitter Financial LLC | 21,560 | $5.02M | 4.15% | −1,210−5.3% | Reduced |
| Pathway Financial Advisors LLC | 21,556 | $5.02M | 1.29% | +313+1.5% | Added |
| Whelan Financial | 21,545 | $5.02M | 2.07% | +745+3.6% | Added |
| Virginia Wealth Management Group, Inc. | 21,516 | $5.01M | 3.14% | +5,368+33.2% | Added |
| Unique Wealth, LLC | 21,504 | $5.01M | 1.15% | +1,951+10.0% | Added |
| Mosaic Financial Group, LLC | 21,449 | $5.00M | 3.55% | −2,281−9.6% | Reduced |
| Heritage Investment Group, Inc. | 21,443 | $5.00M | 0.95% | +3,905+22.3% | Added |
| Granger Management LLC | 21,422 | $4.99M | 0.98% | −3,433−13.8% | Reduced |
| Safe Harbor Fiduciary, LLC | 21,340 | $4.97M | 4.66% | +21,340 | New |
| Measured Wealth Private Client Group, LLC | 21,318 | $4.97M | 1.66% | −2,010−8.6% | Reduced |
| Brooks, Moore & Associates, Inc. | 21,306 | $4.96M | 2.93% | −711−3.2% | Reduced |
| Cloverfields Capital Group, LP | 21,305 | $4.96M | 1.60% | +21,305 | New |
| Rogco, LP | 21,288 | $4.96M | 1.94% | +605+2.9% | Added |
| Johnson & White Wealth Management, LLC | 21,207 | $4.94M | 4.25% | +154+0.7% | Added |
| Finivi Inc. | 21,183 | $4.94M | 4.00% | −517−2.4% | Reduced |
| LGL Partners, LLC | 21,174 | $4.93M | 0.69% | −1,381−6.1% | Reduced |
| Red Mountain Financial, LLC | 21,171 | $4.93M | 5.25% | −427−2.0% | Reduced |
| Phillips Financial Management, LLC | 21,168 | $4.93M | 0.38% | +82+0.4% | Added |
| BlueChip Wealth Advisors LLC | 21,154 | $4.93M | 2.58% | +612+3.0% | Added |
| Detalus Advisors, LLC | 21,138 | $4.93M | 1.64% | −68−0.3% | Reduced |
| Family Asset Management, LLC | 21,111 | $4.92M | 2.96% | 00.0% | Unchanged |
| First Financial Corp | 21,062 | $4.91M | 2.34% | −374−1.7% | Reduced |
| Arcataur Capital Management LLC | 21,053 | $4.91M | 1.66% | −173−0.8% | Reduced |
| Benchmark Investment Advisors LLC | 21,053 | $4.91M | 3.50% | −269−1.3% | Reduced |
| Philip James Wealth Mangement, LLC | 21,018 | $4.90M | 0.60% | +13,960+197.8% | Added |
| Baker Boyer National Bank | 21,015 | $4.90M | 1.64% | +650+3.2% | Added |
| Viking Fund Management LLC | 21,000 | $4.89M | 0.79% | −2,000−8.7% | Reduced |
| McGowan Group Asset Management, Inc. | 20,992 | $4.89M | 0.64% | −30−0.1% | Reduced |
| Accretive Wealth Partners, LLC | 20,949 | $4.88M | 2.04% | −40,068−65.7% | Reduced |
| HRC Wealth Management, LLC | 20,948 | $4.88M | 3.15% | +80.0% | Added |
| Ferguson Shapiro LLC | 20,943 | $4.88M | 1.82% | +1,197+6.1% | Added |
| IMPACTfolio, LLC | 20,940 | $4.88M | 2.52% | −34−0.2% | Reduced |
| Canton Hathaway, LLC | 20,928 | $4.88M | 1.22% | −102−0.5% | Reduced |
| JDM Financial Group LLC | 20,903 | $4.87M | 2.65% | +365+1.8% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 20,889 | $4.87M | 0.13% | −279−1.3% | Reduced |
| OmniStar Financial Group, Inc. | 20,841 | $4.86M | 3.64% | +2,925+16.3% | Added |
| Unionview, LLC | 20,796 | $4.85M | 3.77% | −86−0.4% | Reduced |
| ERTS Wealth Advisors, LLC | 20,756 | $4.84M | 0.91% | −150−0.7% | Reduced |
| Pine Ridge Advisers LLC | 20,755 | $4.84M | 0.48% | −4,455−17.7% | Reduced |
| Beta Wealth Group, Inc. | 20,754 | $4.84M | 2.18% | −1,086−5.0% | Reduced |
| Birchcreek Wealth Management, LLC | 20,734 | $4.83M | 3.17% | −1,027−4.7% | Reduced |
| Kearns & Associates LLC | 20,728 | $4.83M | 3.18% | 00.0% | Unchanged |
| Wealthspan Partners, LLC | 20,719 | $4.83M | 2.38% | −43−0.2% | Reduced |