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 |
|---|---|---|---|---|---|
| Summit Trail Advisors, LLC | 317,612 | $74.0M | 1.83% | +30,434+10.6% | Added |
| Farther Finance Advisors, LLC | 317,153 | $73.9M | 2.77% | +74,778+30.9% | Added |
| Philadelphia Trust Co | 316,932 | $73.8M | 5.36% | +1,697+0.5% | Added |
| North Star Asset Management Inc | 316,509 | $73.7M | 3.31% | −10,527−3.2% | Reduced |
| General American Investors Co Inc | 316,000 | $73.6M | 5.12% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 315,416 | $73.5M | 4.76% | +9,397+3.1% | Added |
| Montag A & Associates Inc | 315,325 | $73.5M | 3.47% | −130.0% | Reduced |
| NBT Bank N A | 315,059 | $73.4M | 4.95% | −7,881−2.4% | Reduced |
| Northwest & Ethical Investments L.P. | 314,787 | $73.3M | 1.94% | +25,329+8.8% | Added |
| Washington Trust Advisors, Inc. | 314,311 | $73.2M | 6.31% | −450.0% | Reduced |
| Ocean Capital Management, LLC | 313,323 | $73.0M | 17.07% | +84,276+36.8% | Added |
| Longbow Finance SA | 312,708 | $72.9M | 7.77% | −26,096−7.7% | Reduced |
| Meiji Yasuda Life Insurance Co | 312,691 | $72.9M | 1.35% | −7,484−2.3% | Reduced |
| GW Henssler & Associates Ltd | 311,500 | $72.6M | 4.11% | −1,260−0.4% | Reduced |
| Beese Fulmer Investment Management, Inc. | 310,744 | $72.4M | 6.22% | −3,667−1.2% | Reduced |
| TRB Advisors LP | 310,000 | $72.2M | 13.30% | 00.0% | Unchanged |
| Comgest Global Investors S.A.S. | 309,404 | $72.1M | 1.03% | −8,477−2.7% | Reduced |
| IFP Advisors, Inc | 309,234 | $72.1M | 2.60% | −5,630−1.8% | Reduced |
| Capital International Sarl | 309,230 | $72.1M | 1.85% | +30,289+10.9% | Added |
| Sound View Wealth Advisors Group, LLC | 308,775 | $71.9M | 5.87% | +80,313+35.2% | Added |
| Kimelman & Baird, LLC | 308,098 | $71.8M | 5.73% | −4,861−1.6% | Reduced |
| Cincinnati Specialty Underwriters Insurance CO | 308,000 | $71.8M | 21.10% | 00.0% | Unchanged |
| Rothschild Investment LLC | 307,732 | $71.7M | 4.70% | −15,955−4.9% | Reduced |
| Stonebridge Capital Advisors LLC | 306,693 | $71.5M | 5.83% | −1,327−0.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 306,682 | $71.5M | 6.42% | −1,924−0.6% | Reduced |
| Nwam LLC | 306,430 | $71.4M | 4.35% | +11,922+4.0% | Added |
| Richard Bernstein Advisors LLC | 306,207 | $71.3M | 1.53% | −2,311−0.7% | Reduced |
| Moody Lynn & Lieberson, LLC | 305,478 | $71.2M | 4.39% | +186+0.1% | Added |
| Bragg Financial Advisors, Inc | 304,916 | $71.0M | 2.92% | +5,206+1.7% | Added |
| LMCG Investments, LLC | 304,846 | $71.0M | 4.27% | −11,675−3.7% | Reduced |
| Lowe Brockenbrough & Co Inc | 304,777 | $71.0M | 4.53% | −16,323−5.1% | Reduced |
| Aspiriant, LLC | 304,551 | $71.0M | 2.69% | −1,730−0.6% | Reduced |
| Chesley Taft & Associates LLC | 304,548 | $71.0M | 3.38% | −832−0.3% | Reduced |
| Forum Financial Management, LP | 304,477 | $70.9M | 1.18% | −3,248−1.1% | Reduced |
| MPS Loria Financial Planners, LLC | 303,545 | $70.7M | 21.08% | +200+0.1% | Added |
| RB Capital Management, LLC | 302,430 | $70.5M | 16.62% | −3,546−1.2% | Reduced |
| Roundview Capital LLC | 301,166 | $70.2M | 5.08% | −831−0.3% | Reduced |
| Mirae Asset Securities (USA) Inc. | 300,962 | $70.1M | 4.05% | +200,543+199.7% | Added |
| Wendell David Associates Inc | 300,428 | $70.0M | 6.69% | −1,167−0.4% | Reduced |
| Bamco Inc | 300,328 | $70.0M | 0.19% | +280.0% | Added |
| CFM Wealth Partners LLC | 299,891 | $69.9M | 12.20% | +155+0.1% | Added |
| Southeast Asset Advisors Inc. | 299,074 | $69.7M | 7.71% | −2,860−0.9% | Reduced |
| Close Asset Management Ltd | 298,682 | $69.6M | 2.14% | +7,207+2.5% | Added |
| Annex Advisory Services, LLC | 298,608 | $69.6M | 2.23% | +97,567+48.5% | Added |
| First Trust Investment Solutions L.P. | 295,822 | $68.9M | 7.77% | +30,554+11.5% | Added |
| Cito Capital Group, LLC | 294,296 | $68.6M | 25.59% | −10,280−3.4% | Reduced |
| South State Corp. | 293,839 | $68.5M | 4.72% | −1,457−0.5% | Reduced |
| Fort Sheridan Advisors LLC | 293,721 | $68.4M | 10.39% | +5,733+2.0% | Added |
| Simon Quick Advisors, LLC | 293,674 | $68.4M | 4.32% | +52,796+21.9% | Added |
| GuideStone Capital Management, LLC | 293,577 | $68.4M | 100.00% | 00.0% | Unchanged |
| M&G Plc | 292,852 | $68.2M | 0.35% | +87,242+42.4% | Added |
| Diversify Advisory Services, LLC | 288,349 | $68.0M | 3.66% | −418−0.1% | Reduced |
| Courier Capital LLC | 291,858 | $68.0M | 4.66% | −2,720−0.9% | Reduced |
| S&CO Inc | 291,739 | $68.0M | 4.44% | +6,580+2.3% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 291,208 | $67.9M | 2.13% | −14,373−4.7% | Reduced |
| Fulton Bank, N.A. | 289,970 | $67.6M | 2.58% | +395+0.1% | Added |
| Allen Investment Management LLC | 289,755 | $67.5M | 0.80% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 289,607 | $67.5M | 10.43% | −17,149−5.6% | Reduced |
| Fragasso Group Inc. | 288,815 | $67.3M | 5.17% | −692−0.2% | Reduced |
| Wesleyan Assurance Society | 288,700 | $67.3M | 5.33% | 00.0% | Unchanged |
| Shikiar Asset Management Inc | 288,270 | $67.2M | 17.65% | −5,507−1.9% | Reduced |
| First National Bank of Omaha | 287,817 | $67.1M | 4.28% | −10,361−3.5% | Reduced |
| Bath Savings Trust Co | 287,427 | $67.0M | 6.65% | +650+0.2% | Added |
| Heritage Wealth Advisors | 286,513 | $66.8M | 3.13% | +410+0.1% | Added |
| Skye Global Management LP | 286,500 | $66.8M | 1.61% | −317,500−52.6% | Reduced |
| Avestar Capital, LLC | 285,667 | $66.6M | 7.24% | +6,591+2.4% | Added |
| SlateStone Wealth, LLC | 285,536 | $66.5M | 5.99% | +24,249+9.3% | Added |
| Beaumont Financial Advisors, LLC | 285,404 | $66.5M | 5.20% | −5,564−1.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 285,248 | $66.5M | 3.54% | −2,196−0.8% | Reduced |
| ZWJ Investment Counsel Inc | 285,061 | $66.4M | 2.71% | −2,547−0.9% | Reduced |
| NZS Capital, LLC | 284,174 | $66.2M | 2.58% | +29,889+11.8% | Added |
| Wedge Capital Management L L P | 283,813 | $66.1M | 1.14% | −61,338−17.8% | Reduced |
| Pictet & Cie (Europe) SA | 283,781 | $66.1M | 1.56% | −2,211−0.8% | Reduced |
| Arkadios Wealth Advisors | 280,824 | $65.4M | 3.71% | +23,565+9.2% | Added |
| First Nebraska Trust Co | 280,419 | $65.3M | 6.36% | −7,810−2.7% | Reduced |
| Dillon & Associates Inc | 280,371 | $65.3M | 9.19% | −1,835−0.7% | Reduced |
| Bouchey Financial Group Ltd | 280,259 | $65.3M | 5.84% | −2,473−0.9% | Reduced |
| Smithfield Trust Co | 280,138 | $65.3M | 3.20% | −180−0.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 278,784 | $65.0M | 3.98% | +35,171+14.4% | Added |
| KMG Fiduciary Partners, LLC | 278,746 | $64.9M | 5.61% | −6,872−2.4% | Reduced |
| Granite Investment Partners, LLC | 278,135 | $64.8M | 2.77% | −11,286−3.9% | Reduced |
| Harbour Investments, Inc. | 277,840 | $64.7M | 1.95% | −8,976−3.1% | Reduced |
| Hilltop Holdings Inc. | 277,720 | $64.7M | 4.22% | +126,522+83.7% | Added |
| Marco Investment Management LLC | 277,146 | $64.6M | 5.58% | −1,993−0.7% | Reduced |
| Osborne Partners Capital Management, LLC | 276,798 | $64.5M | 3.66% | −9,738−3.4% | Reduced |
| Narwhal Capital Management | 276,791 | $64.5M | 5.80% | +6,711+2.5% | Added |
| Private Capital Advisors, Inc. | 276,209 | $64.4M | 7.05% | −2,403−0.9% | Reduced |
| Sonora Investment Management Group, LLC | 274,946 | $64.1M | 4.75% | −9,877−3.5% | Reduced |
| Nixon Peabody Trust Co | 274,835 | $64.0M | 5.33% | −1,542−0.6% | Reduced |
| SCS Capital Management LLC | 274,406 | $63.9M | 1.29% | +30,257+12.4% | Added |
| DuPont Capital Management Corp | 272,580 | $63.5M | 5.30% | +11,633+4.5% | Added |
| Mechanics Bank Trust Department | 271,007 | $63.1M | 8.41% | +124,686+85.2% | Added |
| Marble Harbor Investment Counsel, LLC | 270,270 | $63.0M | 6.89% | −2,266−0.8% | Reduced |
| Insight Holdings Group, LLC | 269,800 | $62.9M | 2.73% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 269,664 | $62.8M | 4.97% | −9,285−3.3% | Reduced |
| Falcon Wealth Planning | 269,437 | $62.8M | 7.37% | +1,190+0.4% | Added |
| Transform Wealth, LLC | 269,033 | $62.7M | 4.15% | +20,897+8.4% | Added |
| Ledyard National Bank | 268,406 | $62.5M | 5.72% | −4,819−1.8% | Reduced |
| Hartline Investment Corp | 266,818 | $62.2M | 7.75% | −9,268−3.4% | Reduced |
| Aureus Asset Management, LLC | 266,409 | $62.1M | 4.06% | −1,788−0.7% | Reduced |