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 8 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, Q4 2024
Institutional positions in Apple Inc. as of Dec 31, 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
- 5,672
- +660 vs. Q3 2024
- Shares held
- 9.45B
- +87.4M (+0.9%) vs. Q3 2024
- Total value
- $2.36T
- +$204.1B (+9.5%) vs. Q3 2024
- New holders
- 756
- 2,010 more added
- Sold out
- 96
- 2,610 more reduced
94 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 6,135 | $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 | 4,403 | $1.69T |
| Q3 2021 | 3,859 | $1.34T |
| Q2 2021 | 3,879 | $1.31T |
| Q1 2021 | 3,855 | $1.17T |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Apple Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Smart Money Group LLC | 7,291 | $1.83M | 0.63% | +592+8.8% | Added |
| Croban | 7,299 | $1.83M | 1.79% | +7,299 | New |
| Blalock Williams, LLC | 7,315 | $1.83M | 2.13% | +7,315 | New |
| GGM Financials LLC | 7,332 | $1.84M | 1.96% | +8+0.1% | Added |
| Cypress Point Wealth Management, LLC | 7,333 | $1.84M | 0.57% | −3,084−29.6% | Reduced |
| Shore Point Advisors, LLC | 7,350 | $1.84M | 0.99% | +10.0% | Added |
| Instrumental Wealth, LLC | 7,525 | $1.85M | 1.75% | +518+7.4% | Added |
| Mason & Associates, LLC | 7,386 | $1.85M | 0.55% | +402+5.8% | Added |
| Cannon Financial Strategists, Inc. | 7,388 | $1.85M | 0.32% | +590+8.7% | Added |
| Yost Capital Management, LP | 7,430 | $1.86M | 2.07% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 7,432 | $1.86M | 0.70% | +1,604+27.5% | Added |
| Ballew Advisors, Inc | 7,944 | $1.86M | 1.19% | +174+2.2% | Added |
| Sippican Capital Advisors | 7,436 | $1.86M | 1.36% | 00.0% | Unchanged |
| Ascension Capital Advisors, Inc. | 7,466 | $1.87M | 0.81% | +681+10.0% | Added |
| Plan Group Financial, LLC | 7,475 | $1.87M | 0.99% | −154−2.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 7,489 | $1.88M | 0.30% | −13,149−63.7% | Reduced |
| Post Resch Tallon Group Inc. | 7,696 | $1.88M | 1.81% | +7,696 | New |
| CMT Capital Markets Trading GmbH | 7,500 | $1.88M | 1.12% | −5,850−43.8% | Reduced |
| Oakland Financial Corp | 7,500 | $1.88M | 21.50% | +7,500 | New |
| Investment Counsel Co of Nevada | 7,500 | $1.88M | 4.76% | +7,500 | New |
| Auour Investments LLC | 7,961 | $1.88M | 0.66% | −420−5.0% | Reduced |
| Slocum, Gordon & Co LLP | 7,508 | $1.88M | 1.55% | −28−0.4% | Reduced |
| Promus Capital, LLC | 7,558 | $1.89M | 1.45% | +7,558 | New |
| New England Capital Financial Advisors LLC | 7,586 | $1.90M | 0.93% | −62−0.8% | Reduced |
| Plum Street Advisors, LLC | 7,588 | $1.90M | 0.94% | +254+3.5% | Added |
| Real Talk Capital, LLC | 7,591 | $1.90M | 2.49% | +7,591 | New |
| Schwartz Investment Counsel Inc | 7,600 | $1.90M | 0.07% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 7,606 | $1.90M | 1.32% | +7,606 | New |
| Pollock Investment Advisors, LLC | 7,648 | $1.92M | 1.56% | +7,648 | New |
| Loup Funds, LLC | 7,654 | $1.92M | 0.63% | +7,654 | New |
| FSA Advisors, Inc. | 7,690 | $1.92M | 2.35% | −8−0.1% | Reduced |
| Endeavor Private Wealth, Inc. | 7,669 | $1.92M | 1.83% | +7,669 | New |
| FF Advisors,LLC | 7,778 | $1.93M | 1.33% | −120−1.5% | Reduced |
| Novus Advisors, LLC | 7,713 | $1.93M | 1.92% | +7,713 | New |
| Corundum Trust Company, INC | 7,741 | $1.94M | 5.82% | −608−7.3% | Reduced |
| Murphy & Mullick Capital Management Corp | 7,755 | $1.94M | 1.79% | +7,755 | New |
| Atlantic Family Wealth, LLC | 7,757 | $1.94M | 2.31% | +7,757 | New |
| Morris Financial Concepts, Inc. | 7,788 | $1.95M | 0.84% | +162+2.1% | Added |
| FreeGulliver LLC | 7,821 | $1.96M | 1.02% | −1,816−18.8% | Reduced |
| M.E. Allison & Co., Inc. | 7,827 | $1.96M | 2.16% | +7,827 | New |
| Beck Bode, LLC | 7,831 | $1.96M | 0.36% | −24−0.3% | Reduced |
| RMR Capital Management, LLC | 7,832 | $1.96M | 1.46% | 00.0% | Unchanged |
| Wisconsin Wealth Advisors, LLC | 7,835 | $1.96M | 2.89% | +7,835 | New |
| Eliot Finkel Investment Counsel, LLC | 7,840 | $1.96M | 1.25% | −196−2.4% | Reduced |
| Holland Advisory Services, Inc. | 7,846 | $1.96M | 2.57% | +10.0% | Added |
| Horrell Capital Management, Inc. | 7,846 | $1.97M | 0.57% | −100−1.3% | Reduced |
| Penney Financial, LLC | 7,854 | $1.97M | 1.32% | +20.0% | Added |
| RiverGlades Family Offices LLC | 7,871 | $1.97M | 1.41% | 00.0% | Unchanged |
| Lowery Thomas, LLC | 7,882 | $1.97M | 1.29% | +545+7.4% | Added |
| Osprey Private Wealth LLC | 7,885 | $1.97M | 1.38% | +75+1.0% | Added |
| Wealth Group Ltd | 7,895 | $1.98M | 0.57% | −549−6.5% | Reduced |
| Rempart Asset Management Inc. | 7,897 | $1.98M | 0.39% | −550−6.5% | Reduced |
| Horizon Family Wealth, Inc. | 7,902 | $1.98M | 1.31% | +103+1.3% | Added |
| Alpha Zero LLC | 7,909 | $1.98M | 1.51% | +7,909 | New |
| Range Financial Group LLC | 7,912 | $1.98M | 0.91% | +3,153+66.3% | Added |
| Gunderson Capital Management Inc. | 7,931 | $1.99M | 0.98% | +938+13.4% | Added |
| Orgel Wealth Management, LLC | 7,938 | $1.99M | 0.05% | +40+0.5% | Added |
| BW Gestao de Investimentos Ltda. | 7,966 | $1.99M | 0.09% | 00.0% | Unchanged |
| ACT Advisors, LLC. | 7,968 | $2.00M | 1.07% | +669+9.2% | Added |
| Costello Asset Management, INC | 7,970 | $2.00M | 1.32% | +31+0.4% | Added |
| Impact Investors, Inc | 7,975 | $2.00M | 1.55% | +7,975 | New |
| BCM Advisors, LLC | 8,598 | $2.00M | 0.45% | −138−1.6% | Reduced |
| Legend Financial Advisors, Inc. | 7,982 | $2.00M | 1.41% | +71+0.9% | Added |
| Intrepid Capital Management Inc | 7,984 | $2.00M | 1.02% | +27+0.3% | Added |
| Nordwand Advisors, LLC | 7,985 | $2.00M | 0.82% | −65−0.8% | Reduced |
| Bosman Wealth Management, LLC | 7,985 | $2.00M | 1.92% | +7,985 | New |
| DCF Advisers, LLC | 8,000 | $2.00M | 1.01% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 8,008 | $2.01M | 0.02% | +10.0% | Added |
| Aristotle Capital Management, LLC | 8,010 | $2.01M | 0.00% | +10+0.1% | Added |
| McNaughton Wealth Management, LLC | 8,035 | $2.01M | 0.97% | −91−1.1% | Reduced |
| Marotta Asset Management | 8,256 | $2.01M | 0.42% | −248−2.9% | Reduced |
| William Howard & Co Financial Advisors Inc | 8,049 | $2.02M | 1.82% | −759−8.6% | Reduced |
| Hopwood Financial Services, Inc. | 8,061 | $2.02M | 1.53% | +8,061 | New |
| Noble Wealth Management PBC | 8,077 | $2.02M | 1.40% | +8,077 | New |
| Interactive Financial Advisors | 8,096 | $2.03M | 1.06% | 00.0% | Unchanged |
| White Wing Wealth Management | 8,103 | $2.03M | 1.51% | +41+0.5% | Added |
| Cooper Capital Advisors LLC | 8,119 | $2.03M | 2.11% | +8,119 | New |
| CogentBlue Wealth Advisors, LLC | 8,128 | $2.04M | 1.79% | +8,128 | New |
| Emerald Mutual Fund Advisers Trust | 8,139 | $2.04M | 0.12% | −887−9.8% | Reduced |
| Syverson Strege & Co | 8,155 | $2.04M | 0.68% | +2,305+39.4% | Added |
| Motiv8 Investments LLC | 8,156 | $2.04M | 1.43% | +1,306+19.1% | Added |
| Dogwood Wealth Management LLC | 8,158 | $2.04M | 1.08% | +518+6.8% | Added |
| Campbell Deegan Wealth Management, LLC | 8,163 | $2.04M | 2.46% | +8,163 | New |
| Unified Investment Management | 8,167 | $2.05M | 2.32% | +8,167 | New |
| Golden Road Advisors LLC | 8,169 | $2.05M | 1.55% | +16+0.2% | Added |
| Gen-Wealth Partners Inc | 8,170 | $2.05M | 0.88% | +27+0.3% | Added |
| Wingate Wealth Advisors, Inc. | 8,173 | $2.05M | 2.01% | +8,173 | New |
| Schwab Charitable Fund | 8,173 | $2.05M | 0.05% | +73+0.9% | Added |
| Oakwell Private Wealth Management, LLC | 8,187 | $2.05M | 0.57% | −102−1.2% | Reduced |
| Lifestyle Asset Management, Inc. | 8,195 | $2.05M | 1.12% | +203+2.5% | Added |
| Virtus Investment Advisers, Inc. | 8,208 | $2.06M | 1.61% | +60+0.7% | Added |
| Keeler & Nadler Financial Planning & Wealth Management | 8,241 | $2.06M | 0.97% | −168−2.0% | Reduced |
| Trevian Wealth Management LLC | 8,240 | $2.06M | 1.52% | 00.0% | Unchanged |
| Easterly Investment Partners LLC | 8,267 | $2.07M | 0.16% | 00.0% | Unchanged |
| Kooman & Associates | 8,274 | $2.07M | 0.75% | −108−1.3% | Reduced |
| Leicht Financial Planning & Wealth Management, Inc. | 8,277 | $2.07M | 1.06% | −14−0.2% | Reduced |
| M Wealth Management, LLC | 8,296 | $2.08M | 1.90% | +8,296 | New |
| Strategic Point Investment Advisors, LLC | 8,298 | $2.08M | 0.34% | +1,036+14.3% | Added |
| Eubel Brady & Suttman Asset Management Inc | 8,308 | $2.08M | 0.27% | +172+2.1% | Added |
| Prospect Financial Group LLC | 8,326 | $2.08M | 2.57% | +8,326 | New |