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 7 sales; 6,150 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
- 5,105
- +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
- 2,001 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 | 6,150 | $2.80T |
| Q1 2026 | 6,134 | $2.40T |
| Q4 2025 | 6,130 | $2.61T |
| Q3 2025 | 5,616 | $2.35T |
| Q2 2025 | 5,599 | $1.93T |
| Q1 2025 | 5,607 | $2.08T |
| Q4 2024 | 5,671 | $2.36T |
| Q3 2024 | 5,105 | $2.17T |
| Q2 2024 | 5,132 | $1.98T |
| Q1 2024 | 5,023 | $1.61T |
| Q4 2023 | 4,976 | $1.81T |
| Q3 2023 | 4,618 | $1.60T |
| Q2 2023 | 4,594 | $1.82T |
| Q1 2023 | 4,524 | $1.55T |
| Q4 2022 | 4,555 | $1.21T |
| Q3 2022 | 4,346 | $1.29T |
| Q2 2022 | 4,339 | $1.28T |
| Q1 2022 | 4,390 | $1.66T |
| Q4 2021 | 4,402 | $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 |
|---|---|---|---|---|---|
| Gradient Investments LLC | 394,806 | $92.0M | 1.92% | −353−0.1% | Reduced |
| Global Retirement Partners, LLC | 393,824 | $91.8M | 2.77% | −7,272−1.8% | Reduced |
| Community Bank, N.A. | 393,315 | $91.6M | 11.56% | −2,906−0.7% | Reduced |
| Locust Wood Capital Advisers, LLC | 393,229 | $91.6M | 3.21% | +40,937+11.6% | Added |
| Tritonpoint Wealth, LLC | 401,225 | $91.4M | 8.35% | −6,763−1.7% | Reduced |
| Eagle Global Advisors LLC | 391,438 | $91.2M | 4.53% | −1,031−0.3% | Reduced |
| Smith, Salley & Associates | 390,796 | $91.1M | 5.95% | +32,810+9.2% | Added |
| Klingenstein Fields & Co LP | 387,610 | $90.3M | 3.59% | −4,842−1.2% | Reduced |
| Davidson Investment Advisors | 385,649 | $89.9M | 4.34% | +10,590+2.8% | Added |
| Colonial Trust Advisors | 385,477 | $89.8M | 7.77% | +7,491+2.0% | Added |
| Banque Pictet & Cie SA | 384,470 | $89.6M | 0.89% | −6,577−1.7% | Reduced |
| Westpac Banking Corp | 384,314 | $89.5M | 6.00% | −31,580−7.6% | Reduced |
| Vident Advisory, LLC | 383,913 | $89.5M | 2.25% | +36,900+10.6% | Added |
| Thoroughbred Financial Services, LLC | 383,052 | $89.3M | 5.76% | −8,460−2.2% | Reduced |
| Oriental Harbor Investment Fund | 375,756 | $89.2M | 9.20% | +375,756 | New |
| Appleton Partners Inc | 381,867 | $89.0M | 6.55% | −9,202−2.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 381,376 | $88.9M | 7.46% | +32,554+9.3% | Added |
| Campbell Newman Asset Management Inc | 379,252 | $88.4M | 6.65% | −1,459−0.4% | Reduced |
| Talbot Financial, LLC | 378,843 | $88.3M | 10.75% | +733+0.2% | Added |
| Vestcor Inc | 375,539 | $87.5M | 2.76% | +34,414+10.1% | Added |
| Community Trust & Investment Co | 372,795 | $86.9M | 5.51% | +5,683+1.5% | Added |
| Edgemoor Investment Advisors, Inc. | 372,556 | $86.8M | 7.55% | −7,692−2.0% | Reduced |
| GuoLine Advisory Pte Ltd | 371,700 | $86.6M | 8.82% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 370,553 | $86.3M | 9.59% | −6,303−1.7% | Reduced |
| Principle Wealth Partners LLC | 369,901 | $86.2M | 6.10% | +794+0.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 369,159 | $86.0M | 4.60% | −5,502−1.5% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 368,983 | $86.0M | 3.96% | +3,880+1.1% | Added |
| Jaffetilchin Investment Partners, LLC | 368,336 | $85.8M | 6.52% | +66,351+22.0% | Added |
| Main Street Research LLC | 367,344 | $85.6M | 5.39% | +2,562+0.7% | Added |
| ARS Investment Partners, LLC | 366,907 | $85.5M | 7.66% | −1,126−0.3% | Reduced |
| Buckingham Strategic Partners | 366,516 | $85.4M | 1.80% | +23,882+7.0% | Added |
| Financial Advocates Investment Management | 366,327 | $85.4M | 4.84% | −10,221−2.7% | Reduced |
| Belmont Capital, LLC | 365,671 | $85.2M | 14.16% | −77,232−17.4% | Reduced |
| Weatherly Asset Management L. P. | 365,668 | $85.2M | 7.47% | −6,028−1.6% | Reduced |
| LVM Capital Management Ltd | 404,507 | $85.2M | 9.69% | 00.0% | Unchanged |
| Welch Group, LLC | 363,921 | $84.8M | 3.69% | −2,079−0.6% | Reduced |
| Meridian Wealth Management, LLC | 362,097 | $84.4M | 4.15% | +362,097 | New |
| Siemens Fonds Invest GmbH | 412,076 | $84.3M | 6.71% | −1,625−0.4% | Reduced |
| Wealth Alliance | 360,218 | $83.9M | 10.02% | −4,294−1.2% | Reduced |
| McDaniel Terry & Co | 360,084 | $83.9M | 7.03% | +528+0.1% | Added |
| E Fund Management Co., Ltd. | 359,348 | $83.7M | 4.30% | +52,464+17.1% | Added |
| We Are One Seven, LLC | 359,027 | $83.7M | 3.62% | +12,808+3.7% | Added |
| Evergreen Capital Management LLC | 358,675 | $83.6M | 2.80% | −2,501−0.7% | Reduced |
| Am Investment Strategies LLC | 358,144 | $83.4M | 20.29% | −9,504−2.6% | Reduced |
| YHB Investment Advisors, Inc. | 357,094 | $83.2M | 6.89% | −4,294−1.2% | Reduced |
| WealthPlan Investment Management, LLC | 356,886 | $83.2M | 8.42% | +87,839+32.6% | Added |
| Plato Investment Management Ltd | 355,760 | $82.8M | 6.72% | +6,237+1.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 354,994 | $82.7M | 2.92% | +28,891+8.9% | Added |
| SeaCrest Wealth Management, LLC | 352,114 | $82.0M | 8.84% | −3,128−0.9% | Reduced |
| Wahed Invest LLC | 351,354 | $81.9M | 14.56% | +34,097+10.7% | Added |
| Venture Visionary Partners LLC | 349,192 | $81.4M | 3.55% | +2,021+0.6% | Added |
| Cornerstone Wealth Management, LLC | 348,894 | $81.3M | 5.72% | +993+0.3% | Added |
| Albion Financial Group | 348,794 | $81.3M | 5.64% | +1,719+0.5% | Added |
| Cobblestone Capital Advisors LLC | 348,141 | $81.1M | 4.55% | +34,995+11.2% | Added |
| Harbor Investment Advisory, LLC | 363,646 | $80.7M | 7.96% | −434−0.1% | Reduced |
| Atlantic Union Bankshares Corp | 346,350 | $80.7M | 4.69% | −3,991−1.1% | Reduced |
| Brickley Wealth Management | 346,180 | $80.7M | 16.46% | −962−0.3% | Reduced |
| Ballentine Partners, LLC | 345,869 | $80.6M | 1.38% | +11,707+3.5% | Added |
| Birinyi Associates Inc | 345,873 | $80.6M | 23.13% | −9,947−2.8% | Reduced |
| Josh Arnold Investment Consultant, LLC | 344,919 | $80.4M | 65.66% | −2,915−0.8% | Reduced |
| Academy Capital Management Inc | 344,271 | $80.2M | 13.89% | −1,496−0.4% | Reduced |
| United Services Automobile Association | 344,070 | $80.2M | 2.04% | −67,117−16.3% | Reduced |
| Baskin Financial Services Inc. | 343,315 | $80.0M | 6.55% | −8,024−2.3% | Reduced |
| Birch Hill Investment Advisors LLC | 342,317 | $79.8M | 3.75% | −412−0.1% | Reduced |
| Belpointe Asset Management LLC | 342,195 | $79.7M | 4.78% | −20,527−5.7% | Reduced |
| Foundations Investment Advisors, LLC | 341,617 | $79.6M | 1.67% | +49,749+17.0% | Added |
| Grassi Investment Management | 340,872 | $79.4M | 6.86% | −653−0.2% | Reduced |
| Gillespie Robinson & Grimm Inc | 340,499 | $79.3M | 6.18% | −6,033−1.7% | Reduced |
| JPB Foundation | 339,737 | $79.2M | 8.36% | −511,000−60.1% | Reduced |
| First Horizon Advisors, Inc. | 338,200 | $78.8M | 2.19% | −5,992−1.7% | Reduced |
| Clear Harbor Asset Management, LLC | 338,064 | $78.8M | 6.47% | −287−0.1% | Reduced |
| Carret Asset Management, LLC | 337,029 | $78.5M | 8.52% | −1,765−0.5% | Reduced |
| GFI Investment Counsel Ltd. | 336,597 | $78.4M | 9.10% | −3,424−1.0% | Reduced |
| Sloy Dahl & Holst, LLC | 336,388 | $78.4M | 13.38% | −25,077−6.9% | Reduced |
| Suvretta Capital Management, LLC | 336,147 | $78.3M | 2.81% | −27,210−7.5% | Reduced |
| Kingswood Wealth Advisors, LLC | 336,881 | $78.2M | 5.57% | +37,083+12.4% | Added |
| Martin Currie Ltd | 337,577 | $78.1M | 2.77% | +337,577 | New |
| TCTC Holdings, LLC | 335,012 | $78.1M | 2.64% | −5,436−1.6% | Reduced |
| RMB Capital Management, LLC | 334,583 | $78.0M | 1.77% | +22,880+7.3% | Added |
| Rollins Financial Advisors, LLC | 333,745 | $77.8M | 12.91% | −3,747−1.1% | Reduced |
| AMG National Trust Bank | 333,504 | $77.7M | 2.10% | −63,512−16.0% | Reduced |
| Fulton Breakefield Broenniman LLC | 333,367 | $77.7M | 5.42% | −9,096−2.7% | Reduced |
| Burns J W & Co Inc | 332,334 | $77.4M | 10.07% | −14,393−4.2% | Reduced |
| Saratoga Research & Investment Management | 332,200 | $77.4M | 3.39% | −19,933−5.7% | Reduced |
| Kanawha Capital Management LLC | 330,801 | $77.1M | 5.60% | −9,785−2.9% | Reduced |
| First Foundation Advisors | 329,448 | $76.8M | 2.89% | −9,478−2.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 328,658 | $76.6M | 1.23% | +14,384+4.6% | Added |
| HBK Sorce Advisory LLC | 328,278 | $76.5M | 2.33% | −4,803−1.4% | Reduced |
| Taurus Asset Management, LLC | 328,236 | $76.5M | 7.44% | +7,681+2.4% | Added |
| Essex Financial Services, Inc. | 322,522 | $76.1M | 5.47% | −21,757−6.3% | Reduced |
| LS Investment Advisors, LLC | 326,251 | $76.0M | 11.23% | +2,148+0.7% | Added |
| Frank, Rimerman Advisors LLC | 325,533 | $75.8M | 5.38% | −26,528−7.5% | Reduced |
| AlTi Global, Inc. | 325,301 | $75.8M | 1.82% | +14,791+4.8% | Added |
| Northeast Financial Consultants Inc | 320,842 | $74.8M | 3.27% | −5,880−1.8% | Reduced |
| Beacon Investment Advisory Services, Inc. | 320,756 | $74.7M | 3.11% | −1,988−0.6% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 319,400 | $74.4M | 0.67% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 319,397 | $74.4M | 4.24% | +53,427+20.1% | Added |
| Boston Family Office LLC | 319,128 | $74.4M | 5.03% | −6,275−1.9% | Reduced |
| BLB&B Advisors, LLC | 318,284 | $74.2M | 3.79% | −7,436−2.3% | Reduced |
| Himalaya Capital Management LLCSuperinvestorHimalaya Capital | 317,700 | $74.0M | 2.99% | −441,900−58.2% | Reduced |