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 |
|---|---|---|---|---|---|
| Hickory Point Bank & Trust | 10,340 | $2.59M | 2.30% | +10,340 | New |
| Sar Wealth Management Group, LLC | 10,341 | $2.59M | 1.74% | −117−1.1% | Reduced |
| Prosperity Planning, Inc. | 10,349 | $2.59M | 0.83% | −25−0.2% | Reduced |
| Master's Wealth Management Inc. | 10,361 | $2.59M | 1.39% | +10,361 | New |
| Future You Wealth LLC | 10,374 | $2.60M | 1.84% | +10,374 | New |
| Axis Wealth Partners, LLC | 10,381 | $2.60M | 2.19% | +10,381 | New |
| HBC Financial Services, PLLC | 10,413 | $2.61M | 1.60% | 00.0% | Unchanged |
| Goodman Financial Corp | 10,420 | $2.61M | 0.56% | +10,420 | New |
| Newton One Investments LLC | 10,423 | $2.61M | 1.01% | +132+1.3% | Added |
| Wiser Wealth Management, Inc | 10,448 | $2.62M | 0.73% | +1,115+11.9% | Added |
| Uncommon Cents Investing LLC | 10,457 | $2.62M | 0.78% | +59+0.6% | Added |
| 360 Financial, Inc. | 10,461 | $2.62M | 0.95% | −264−2.5% | Reduced |
| Peak Retirement Planning, Inc. | 10,476 | $2.62M | 1.77% | +10,476 | New |
| JDH Wealth Management, LLC | 10,478 | $2.62M | 2.30% | +10,478 | New |
| Lakeside Advisors, INC. | 10,497 | $2.63M | 1.74% | +213+2.1% | Added |
| Tandem Investment Partners LLC | 10,504 | $2.63M | 2.52% | +10,504 | New |
| FDx Advisors, Inc. | 10,524 | $2.63M | 0.77% | −533−4.8% | Reduced |
| Blue Capital, Inc. | 10,540 | $2.64M | 1.86% | +10,540 | New |
| Vermillion Wealth Management, Inc. | 10,540 | $2.64M | 1.35% | +10,540 | New |
| Arcus Capital Partners, LLC | 15,396 | $2.64M | 0.84% | +487+3.3% | Added |
| Powers Advisory Group, LLC | 10,546 | $2.64M | 1.32% | −136−1.3% | Reduced |
| Wilkins Miller Wealth Management, LLC | 10,557 | $2.64M | 2.77% | +10,557 | New |
| Franklin, Parlapiano, Turner & Welch, LLC | 10,568 | $2.65M | 0.72% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 10,572 | $2.65M | 1.65% | +129+1.2% | Added |
| Landmark Wealth Management, LLC | 10,575 | $2.65M | 1.17% | −293−2.7% | Reduced |
| Stark Wealth Management LLC | 10,586 | $2.65M | 1.95% | +10,586 | New |
| Clifford Group, LLC | 10,604 | $2.66M | 2.02% | +24+0.2% | Added |
| Lake Hills Wealth Management, LLC | 10,642 | $2.67M | 1.82% | −124−1.2% | Reduced |
| Conrad Siegel Investment Advisors, Inc. | 10,653 | $2.67M | 0.72% | +204+2.0% | Added |
| Two Sigma Securities, LLC | 10,669 | $2.67M | 0.48% | −130,951−92.5% | Reduced |
| Pinnacle Wealth Management, LLC | 10,670 | $2.67M | 2.97% | −101−0.9% | Reduced |
| Wulff, Hansen & Co. | 10,687 | $2.68M | 2.53% | −157−1.4% | Reduced |
| Shayne & Co., LLC | 10,702 | $2.68M | 0.70% | +10.0% | Added |
| Altiora Financial Group, LLC | 10,715 | $2.68M | 0.58% | +4,209+64.7% | Added |
| Maiden Cove Capital, LLC | 10,717 | $2.68M | 4.10% | −184−1.7% | Reduced |
| Graham Capital Management, L.P. | 10,743 | $2.69M | 0.08% | +6,512+153.9% | Added |
| Farnam Financial LLC | 10,750 | $2.69M | 2.81% | −80−0.7% | Reduced |
| National Wealth Management Group, LLC | 10,759 | $2.69M | 1.79% | +3,335+44.9% | Added |
| Avenue 1 Advisors, LLC | 10,765 | $2.70M | 1.03% | +351+3.4% | Added |
| Roth Financial Partners LLC | 10,765 | $2.70M | 1.07% | −800−6.9% | Reduced |
| Eaton-Cambridge Inc. | 10,797 | $2.70M | 1.21% | −10−0.1% | Reduced |
| Carmel Capital Partners, LLC | 10,819 | $2.71M | 1.09% | +103+1.0% | Added |
| Monte Financial Group, LLC | 10,847 | $2.72M | 1.16% | −232−2.1% | Reduced |
| Burns Matteson Capital Management, LLC | 10,853 | $2.72M | 1.52% | +1,865+20.7% | Added |
| Causey Wealth LLC | 10,875 | $2.72M | 1.59% | +10,875 | New |
| Pinnacle Financial Group, LLC | 10,877 | $2.72M | 1.07% | −1,657−13.2% | Reduced |
| Blueshift Asset Management, LLC | 10,890 | $2.73M | 1.00% | −1,794−14.1% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 10,893 | $2.73M | 0.63% | −283−2.5% | Reduced |
| Park Circle Co | 10,900 | $2.73M | 2.48% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 10,910 | $2.73M | 2.00% | +10,910 | New |
| Forefront Wealth Partners, LLC | 10,954 | $2.74M | 2.04% | +10,954 | New |
| Pennington Partners & Co., LLC | 10,961 | $2.74M | 1.36% | +10,961 | New |
| My Purposeful Wealth Corp. | 10,969 | $2.75M | 1.24% | +1,405+14.7% | Added |
| Allen Wealth Management, LLC | 10,973 | $2.75M | 1.97% | +105+1.0% | Added |
| Latitude Advisors, LLC | 10,973 | $2.75M | 1.55% | −6,263−36.3% | Reduced |
| Ally Financial Inc. | 11,000 | $2.75M | 0.34% | +11,000 | New |
| Chiron Capital Management, LLC | 11,010 | $2.76M | 2.60% | +1,217+12.4% | Added |
| Ami Investment Management Inc | 11,040 | $2.76M | 0.90% | −53−0.5% | Reduced |
| Vested Financial Planning, LLC | 11,046 | $2.77M | 2.62% | +11,046 | New |
| Family Office Research LLC | 11,075 | $2.77M | 1.22% | +11,075 | New |
| Defined Financial Planning LLC | 11,087 | $2.78M | 2.96% | +11,087 | New |
| ETF Portfolio Partners, Inc. | 11,087 | $2.78M | 0.83% | +500+4.7% | Added |
| GK Wealth Management LLC | 11,088 | $2.78M | 3.52% | +11,088 | New |
| Constant Guidance Financial LLC | 11,088 | $2.78M | 2.39% | −3,215−22.5% | Reduced |
| Rakuten Securities, Inc. | 11,096 | $2.78M | 1.09% | −4,103−27.0% | Reduced |
| Cohen & Steers, Inc. | 11,111 | $2.78M | 0.01% | +635+6.1% | Added |
| ShankerValleau Wealth Advisors, Inc. | 11,110 | $2.78M | 0.89% | +6,000+117.4% | Added |
| Solitude Financial Services | 11,149 | $2.79M | 1.22% | −900−7.5% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 11,154 | $2.79M | 2.67% | +11,154 | New |
| Pring Turner Capital Group Inc | 11,169 | $2.80M | 1.87% | +60+0.5% | Added |
| Legacy Financial Group LLC | 11,169 | $2.80M | 0.45% | +102+0.9% | Added |
| Rebalance, LLC | 11,179 | $2.80M | 0.21% | +256+2.3% | Added |
| Vista Investment Management | 11,185 | $2.80M | 1.06% | −294−2.6% | Reduced |
| Gouws Capital LLC | 11,193 | $2.80M | 1.92% | 00.0% | Unchanged |
| Fidato Wealth LLC | 11,195 | $2.80M | 2.10% | +11,195 | New |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 11,214 | $2.81M | 2.76% | +11,214 | New |
| Vaughan & Co Securities, Inc. | 11,221 | $2.81M | 1.69% | −203−1.8% | Reduced |
| Element Wealth, LLC | 11,238 | $2.81M | 1.47% | +343+3.1% | Added |
| Kera Capital Partners, Inc. | 11,248 | $2.82M | 0.81% | +11,248 | New |
| Waterway Wealth Management, LLC | 11,250 | $2.82M | 1.24% | −1,395−11.0% | Reduced |
| Black Swift Group, LLC | 11,253 | $2.82M | 0.60% | +1,004+9.8% | Added |
| Defined Wealth Management, LLC | 11,256 | $2.82M | 1.87% | +286+2.6% | Added |
| VSM Wealth Advisory, LLC | 11,354 | $2.82M | 1.01% | +11,354 | New |
| Park Edge Advisors, LLC | 11,287 | $2.83M | 0.82% | +1,380+13.9% | Added |
| TrueWealth Advisors, LLC | 11,308 | $2.83M | 0.95% | −1,068−8.6% | Reduced |
| Kelman-Lazarov, Inc. | 11,316 | $2.83M | 0.51% | +23+0.2% | Added |
| Brucke Financial, Inc. | 12,021 | $2.84M | 2.44% | +12,021 | New |
| Rosenberg Matthew Hamilton | 11,330 | $2.84M | 0.74% | +53+0.5% | Added |
| Bravias Capital Group, LLC | 12,032 | $2.84M | 2.31% | +12,032 | New |
| GoalVest Advisory LLC | 11,362 | $2.85M | 0.78% | −147−1.3% | Reduced |
| Gibson Capital, LLC | 11,374 | $2.85M | 0.58% | +3,920+52.6% | Added |
| BIP Alliance, LLC | 11,384 | $2.85M | 1.21% | +11,384 | New |
| Financial Symmetry Inc | 11,391 | $2.85M | 1.93% | −244−2.1% | Reduced |
| PYA Waltman Capital, LLC | 11,392 | $2.85M | 0.92% | +579+5.4% | Added |
| 4WEALTH Advisors, Inc. | 11,401 | $2.86M | 2.92% | +11,401 | New |
| GR Financial Group, LLC | 11,407 | $2.86M | 0.48% | +1,238+12.2% | Added |
| Builder Investment Group Inc | 11,409 | $2.86M | 0.78% | −75−0.7% | Reduced |
| Mraz, Amerine & Associates, Inc. | 11,423 | $2.86M | 0.51% | −316−2.7% | Reduced |
| Threadgill Financial, LLC | 11,429 | $2.86M | 1.52% | +231+2.1% | Added |
| SIH Partners, LLLP | 11,458 | $2.87M | 0.20% | +11,458 | New |