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; 6,151 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 | 6,151 | $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, 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 |
|---|---|---|---|---|---|
| Bellwether Advisors, LLC | 9,281 | $2.32M | 0.42% | +871+10.4% | Added |
| Econ Financial Services Corp | 9,284 | $2.32M | 1.33% | +9,284 | New |
| Rezny Wealth Management, Inc. | 9,285 | $2.33M | 0.57% | +169+1.9% | Added |
| HFG Wealth Management, LLC | 9,982 | $2.33M | 1.51% | +366+3.8% | Added |
| Family Wealth Group, LLC | 9,308 | $2.33M | 1.81% | +106+1.2% | Added |
| Harbor Group, Inc. | 9,313 | $2.33M | 0.52% | −64−0.7% | Reduced |
| GenWealth Group, Inc. | 9,315 | $2.33M | 0.53% | −321−3.3% | Reduced |
| Signature Wealth Management Group | 9,315 | $2.33M | 0.94% | +229+2.5% | Added |
| Phocas Financial Corp. | 9,325 | $2.34M | 0.31% | −196−2.1% | Reduced |
| OneAscent Wealth Management LLC | 9,332 | $2.34M | 0.96% | +409+4.6% | Added |
| EnRich Financial Partners LLC | 9,355 | $2.34M | 0.78% | −10.0% | Reduced |
| SkyView Investment Advisors, LLC | 9,357 | $2.34M | 0.37% | +7,044+304.5% | Added |
| Cornerstone Wealth Advisors, Inc. | 9,367 | $2.35M | 0.64% | +40.0% | Added |
| Discipline Wealth Solutions, LLC | 9,374 | $2.35M | 1.09% | +733+8.5% | Added |
| FMA Wealth Management, LLC | 9,376 | $2.35M | 1.75% | −972−9.4% | Reduced |
| Sovereign Investment Advisors, LLC | 9,390 | $2.35M | 0.70% | +9,390 | New |
| Retirement Planning Group, LLC | 9,412 | $2.36M | 2.59% | +9,412 | New |
| Brueske Advisory Services, LLC | 9,425 | $2.36M | 2.10% | +9,425 | New |
| Lakeshore Capital Group, Inc. | 9,428 | $2.36M | 3.57% | +9,428 | New |
| IronOak Wealth LLC. | 9,441 | $2.36M | 2.65% | +9,441 | New |
| Vawter Financial, Ltd. | 9,444 | $2.37M | 1.42% | −414−4.2% | Reduced |
| Access Financial Services, Inc. | 9,450 | $2.37M | 1.05% | −120−1.3% | Reduced |
| NDVR, Inc. | 9,451 | $2.37M | 2.27% | +425+4.7% | Added |
| Eagle Wealth Strategies LLC | 9,459 | $2.37M | 1.72% | +634+7.2% | Added |
| Miller Investment Management, LP | 9,503 | $2.38M | 0.26% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 10,091 | $2.38M | 0.62% | +3,921+63.5% | Added |
| Accredited Wealth Management, LLC | 9,528 | $2.39M | 2.09% | +9,528 | New |
| Flywheel Private Wealth LLC | 9,535 | $2.39M | 2.20% | +9,535 | New |
| Provident Wealth Management, LLC | 9,537 | $2.39M | 0.80% | −121−1.3% | Reduced |
| Hudson Portfolio Management LLC | 9,543 | $2.39M | 2.34% | −123−1.3% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 9,548 | $2.39M | 1.37% | −361−3.6% | Reduced |
| Richmond Investment Services, LLC | 9,549 | $2.39M | 1.34% | +9,549 | New |
| Bonfire Financial | 9,565 | $2.40M | 2.17% | +9,565 | New |
| Foguth Wealth Management, LLC. | 10,785 | $2.40M | 0.63% | +3,108+40.5% | Added |
| RFG Holdings, Inc. | 9,593 | $2.40M | 0.80% | +416+4.5% | Added |
| Ariadne Wealth Management, LP | 10,568 | $2.41M | 1.10% | +1,211+12.9% | Added |
| Stelac Advisory Services LLC | 9,652 | $2.42M | 0.94% | −532−5.2% | Reduced |
| Strid Group, LLC | 9,692 | $2.43M | 0.38% | −32−0.3% | Reduced |
| Macroview Investment Management LLC | 9,692 | $2.43M | 2.47% | −35−0.4% | Reduced |
| Delphi Management Inc | 9,707 | $2.43M | 2.35% | −285−2.9% | Reduced |
| BKA Wealth Consulting, Inc. | 9,712 | $2.43M | 2.46% | −172−1.7% | Reduced |
| Cynosure Management, LLC | 9,716 | $2.43M | 0.36% | −8,531−46.8% | Reduced |
| Blue Oak Capital, LLC | 9,728 | $2.44M | 1.48% | +9,728 | New |
| Insight Wealth Partners, LLC | 9,731 | $2.44M | 1.54% | −1,576−13.9% | Reduced |
| Future Financial Wealth Managment LLC | 9,739 | $2.44M | 1.78% | −499−4.9% | Reduced |
| 1620 Investment Advisors, Inc. | 9,740 | $2.44M | 1.85% | +86+0.9% | Added |
| Pilgrim Partners Asia Pte Ltd | 9,741 | $2.44M | 2.12% | +9,741 | New |
| Valley Forge Investment Consultants Inc Adv | 9,750 | $2.44M | 0.84% | +63+0.7% | Added |
| Lionsbridge Wealth Management LLC | 9,768 | $2.45M | 2.05% | −5,471−35.9% | Reduced |
| Silver Oak Advisory Group, Inc. | 9,773 | $2.45M | 1.29% | −198−2.0% | Reduced |
| RHS Financial, LLC | 9,779 | $2.45M | 1.27% | −2,216−18.5% | Reduced |
| One Wealth Capital Management, LLC | 9,791 | $2.45M | 1.24% | +9,791 | New |
| Lauterbach Financial Advisors, LLC | 9,826 | $2.46M | 1.49% | +30.0% | Added |
| Michael A. Dubis Financial Planning, LLC | 9,832 | $2.46M | 2.38% | +9,832 | New |
| TCP Asset Management, LLC | 9,835 | $2.46M | 0.54% | +27+0.3% | Added |
| Hikari Tsushin, Inc. | 9,843 | $2.46M | 0.18% | −34,364−77.7% | Reduced |
| Coordinated Financial Services, Inc. | 9,843 | $2.46M | 1.92% | +9,843 | New |
| Sierra Ocean, LLC | 9,859 | $2.47M | 2.02% | +9,859 | New |
| Cassia Capital Partners, LLC | 9,905 | $2.48M | 1.58% | +4,154+72.2% | Added |
| New Jersey Better Educational Savings Trust | 9,936 | $2.49M | 4.78% | 00.0% | Unchanged |
| Sheets Smith Investment Management | 9,937 | $2.49M | 2.11% | +9,937 | New |
| HT Partners LLC | 9,939 | $2.49M | 0.85% | −404−3.9% | Reduced |
| Navigoe, LLC | 9,959 | $2.49M | 2.43% | +9,959 | New |
| Nicholson Wealth Management Group, LLC | 9,959 | $2.49M | 1.67% | +1,377+16.0% | Added |
| Sprinkle Financial Consultants LLC | 9,989 | $2.50M | 1.70% | −745−6.9% | Reduced |
| SCP Investment, LP | 10,000 | $2.50M | 1.91% | 00.0% | Unchanged |
| SPX Equities Gestao de Recursos Ltda | 10,000 | $2.50M | 0.38% | +9,695+3,178.7% | Added |
| Telligent Fund, LP | 10,000 | $2.50M | 2.38% | +10,000 | New |
| PCG Wealth Advisors, LLC | 10,000 | $2.50M | 0.92% | +10.0% | Added |
| Shakespeare Wealth Management, Inc. | 10,008 | $2.51M | 0.68% | −138−1.4% | Reduced |
| Fidelity D & D Bancorp Inc | 10,026 | $2.51M | 1.67% | +147+1.5% | Added |
| Brooktree Capital Management | 10,032 | $2.51M | 1.86% | −71−0.7% | Reduced |
| Rik Saylor Financial, Inc. | 10,037 | $2.51M | 2.32% | +10,037 | New |
| FC Advisory LLC | 10,040 | $2.51M | 0.84% | −30.0% | Reduced |
| DHJJ Financial Advisors, Ltd. | 10,065 | $2.52M | 0.98% | +29+0.3% | Added |
| Meredith Wealth Planning | 10,069 | $2.52M | 1.12% | +886+9.6% | Added |
| Baring Financial LLC | 10,083 | $2.52M | 2.25% | +10,083 | New |
| Members Wealth LLC | 10,672 | $2.53M | 1.89% | +10,672 | New |
| Crestline Management, LP | 10,104 | $2.53M | 0.09% | −6,896−40.6% | Reduced |
| Innova Wealth Partners | 10,106 | $2.53M | 1.59% | +7,603+303.8% | Added |
| Everest Management Corp. | 10,122 | $2.53M | 2.23% | +10,122 | New |
| Poinciana Advisors Group, LLC | 10,122 | $2.53M | 2.57% | +10,122 | New |
| Maxele Advisors, LLC | 10,124 | $2.54M | 2.42% | +10,124 | New |
| Wooster Corthell Wealth Management, Inc. | 10,129 | $2.54M | 0.55% | +187+1.9% | Added |
| ForthRight Wealth Management, LLC | 10,129 | $2.54M | 0.85% | +16+0.2% | Added |
| Smart Portfolios, LLC | 10,140 | $2.54M | 2.66% | −281−2.7% | Reduced |
| Kaydan Wealth Management, Inc. | 10,140 | $2.54M | 0.84% | −83−0.8% | Reduced |
| Financial Harvest, LLC | 10,151 | $2.54M | 2.15% | +10,151 | New |
| Forthright Family Wealth Advisory LLC | 10,155 | $2.54M | 1.65% | −562−5.2% | Reduced |
| Family Investment Center, Inc. | 10,177 | $2.55M | 0.65% | +207+2.1% | Added |
| Brand Asset Management Group, Inc. | 10,180 | $2.55M | 1.04% | −303−2.9% | Reduced |
| Abound Financial, LLC | 10,194 | $2.55M | 1.29% | +10,194 | New |
| Brightwater Advisory LLC | 10,199 | $2.55M | 2.00% | −611−5.7% | Reduced |
| Gordian Advisors LLC | 10,223 | $2.56M | 2.03% | +237+2.4% | Added |
| Woodward Financial Advisors, Inc. | 10,233 | $2.56M | 1.27% | −682−6.2% | Reduced |
| HGK Asset Management Inc | 10,248 | $2.57M | 0.47% | −985−8.8% | Reduced |
| Pavion Blue Capital, LLC | 10,288 | $2.58M | 1.21% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 10,309 | $2.58M | 2.08% | 00.0% | Unchanged |
| Mustard Seed Financial, LLC | 10,317 | $2.58M | 2.10% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 10,321 | $2.58M | 1.05% | +3,865+59.9% | Added |