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 |
|---|---|---|---|---|---|
| Saiph Capital, LLC | 98,740 | $2.87M | 1.30% | +923+0.9% | Added |
| Summa Corp. | 11,491 | $2.88M | 1.41% | +14+0.1% | Added |
| Maripau Wealth Management LLC | 11,497 | $2.88M | 1.71% | −1,968−14.6% | Reduced |
| Olstein Capital Management, L.P. | 11,500 | $2.88M | 0.51% | −1,500−11.5% | Reduced |
| Global Wealth Strategies & Associates | 11,509 | $2.88M | 0.90% | +838+7.9% | Added |
| Haven Private, LLC | 11,512 | $2.88M | 1.61% | +11,512 | New |
| Kondo Wealth Advisors, Inc. | 11,527 | $2.89M | 1.46% | +11,527 | New |
| Financial Freedom, LLC | 11,530 | $2.89M | 1.52% | −263−2.2% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 11,543 | $2.89M | 1.70% | −1,256−9.8% | Reduced |
| Tolleson Wealth Management, Inc. | 11,566 | $2.90M | 0.59% | +3,387+41.4% | Added |
| Resolute Partners Group | 11,567 | $2.90M | 0.58% | +9,616+492.9% | Added |
| Net Worth Advisory Group | 11,594 | $2.90M | 0.88% | −1,019−8.1% | Reduced |
| Bright Futures Wealth Management, LLC. | 12,135 | $2.90M | 2.58% | −30,599−71.6% | Reduced |
| Factorial Partners, LLC | 11,600 | $2.90M | 1.67% | −400−3.3% | Reduced |
| Wedgewood Investors Inc | 11,601 | $2.91M | 3.42% | −174−1.5% | Reduced |
| Stephenson National Bank & Trust | 11,619 | $2.91M | 0.98% | −428−3.6% | Reduced |
| Helen Stephens Group, LLC | 11,643 | $2.92M | 0.86% | −893−7.1% | Reduced |
| Wealthcare Capital Management LLC | 11,685 | $2.93M | 0.29% | +596+5.4% | Added |
| Momentous Wealth Management, Inc. | 11,695 | $2.93M | 2.43% | +11,695 | New |
| Breakthru Advisory Services, LLC | 11,719 | $2.93M | 2.66% | +11,719 | New |
| Stephens Consulting, LLC | 11,724 | $2.94M | 0.74% | −382−3.2% | Reduced |
| NBZ Investment Advisors LLC | 11,727 | $2.94M | 1.64% | +11,727 | New |
| Advus Financial Partners, LLC | 11,744 | $2.94M | 1.26% | +56+0.5% | Added |
| Raffa Wealth Management, LLC | 11,745 | $2.94M | 0.68% | +30+0.3% | Added |
| Lighthouse Financial LLC | 11,754 | $2.94M | 2.39% | +11,754 | New |
| Tudor Financial Inc. | 11,765 | $2.95M | 1.72% | +1,593+15.7% | Added |
| Able Wealth Management LLC | 11,779 | $2.95M | 1.94% | +728+6.6% | Added |
| Second Half Financial Partners, LLC | 11,783 | $2.95M | 1.44% | −1,945−14.2% | Reduced |
| 5th Street Advisors, LLC | 11,800 | $2.95M | 1.54% | −3,300−21.9% | Reduced |
| Womack Financial LLC | 11,809 | $2.96M | 2.62% | +11,809 | New |
| Clear Point Advisors Inc. | 11,818 | $2.96M | 2.53% | −124−1.0% | Reduced |
| Smith Thornton Advisors LLC | 11,842 | $2.97M | 1.87% | +886+8.1% | Added |
| Gray Private Wealth, LLC | 11,848 | $2.97M | 1.77% | −189−1.6% | Reduced |
| Hara Capital LLC | 11,856 | $2.97M | 1.88% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 11,861 | $2.97M | 1.22% | +340+3.0% | Added |
| Silphium Asset Management Ltd | 11,866 | $2.97M | 1.08% | −344−2.8% | Reduced |
| Apex Wealth Management, LLC | 11,868 | $2.97M | 2.56% | +11,868 | New |
| Cottonwood Capital Advisors, LLC | 11,885 | $2.98M | 2.13% | −27−0.2% | Reduced |
| Compass Wealth Management LLC | 11,902 | $2.98M | 0.72% | −656−5.2% | Reduced |
| Robinson Smith Wealth Advisors LLC | 11,914 | $2.98M | 2.53% | −3,557−23.0% | Reduced |
| Red Cedar Investment Management, LLC | 11,921 | $2.99M | 0.38% | 00.0% | Unchanged |
| Birchbrook, Inc. | 11,935 | $2.99M | 1.70% | −286−2.3% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 11,950 | $2.99M | 2.43% | −100−0.8% | Reduced |
| Legal Advantage Investments, Inc. | 11,965 | $3.00M | 1.58% | +628+5.5% | Added |
| HF Advisory Group, LLC | 11,966 | $3.00M | 1.38% | +1,098+10.1% | Added |
| Soviero Asset Management, LP | 12,000 | $3.01M | 2.09% | −8,000−40.0% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 12,000 | $3.01M | 1.16% | −3,000−20.0% | Reduced |
| Richwood Investment Advisors, LLC | 12,000 | $3.01M | 2.51% | +95+0.8% | Added |
| Private Wealth Advisors | 12,012 | $3.01M | 1.31% | +9+0.1% | Added |
| Alexis Investment Partners, LLC | 11,972 | $3.01M | 1.47% | +11,972 | New |
| Carrera Capital Advisors | 12,081 | $3.03M | 0.71% | +1,714+16.5% | Added |
| Red Crane Wealth Management, LLC | 12,081 | $3.03M | 2.87% | +12,081 | New |
| Weinberger Asset Management, Inc | 12,099 | $3.03M | 1.27% | −20.0% | Reduced |
| RWWM, Inc. | 12,102 | $3.03M | 0.28% | +480+4.1% | Added |
| Williams & Novak, LLC | 12,111 | $3.03M | 2.92% | −597−4.7% | Reduced |
| Rather & Kittrell, Inc. | 12,121 | $3.04M | 0.71% | −2,030−14.3% | Reduced |
| Live Oak Investment Partners | – | $3.04M | 2.31% | – | – |
| Climber Capital SA | 12,148 | $3.04M | 2.50% | +12,148 | New |
| AlphaMark Advisors, LLC | 12,164 | $3.05M | 1.32% | −326−2.6% | Reduced |
| Retirement Solution Inc. | 12,166 | $3.05M | 0.80% | −20,679−63.0% | Reduced |
| Palouse Capital Management, Inc. | 12,167 | $3.05M | 2.03% | +359+3.0% | Added |
| SWAN Capital LLC | 12,167 | $3.05M | 1.49% | +13+0.1% | Added |
| Penobscot Wealth Management | 12,187 | $3.05M | 1.41% | +205+1.7% | Added |
| Holos Integrated Wealth LLC | 12,206 | $3.06M | 2.09% | +12,206 | New |
| Catalyst Private Wealth, LLC | 12,229 | $3.06M | 1.36% | −476−3.7% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 12,235 | $3.06M | 1.81% | −147−1.2% | Reduced |
| Panoramic Investment Advisors, LLC | 12,242 | $3.07M | 2.00% | +2,054+20.2% | Added |
| One Degree Advisors Inc | 13,213 | $3.07M | 1.25% | −909−6.4% | Reduced |
| Groesbeck Investment Management Corp | 12,270 | $3.07M | 4.00% | −1,101−8.2% | Reduced |
| Financial & Tax Architects, LLC | 12,275 | $3.07M | 0.78% | +949+8.4% | Added |
| Payne Capital Management, LLC | 12,276 | $3.07M | 1.33% | +12,276 | New |
| Grace & White Inc | 12,283 | $3.08M | 0.58% | −2,000−14.0% | Reduced |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 12,306 | $3.08M | 0.37% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 12,309 | $3.08M | 0.42% | −79−0.6% | Reduced |
| Paladin Wealth, LLC | 12,325 | $3.09M | 2.67% | +50.0% | Added |
| Disciplined Investors, L.L.C. | 13,171 | $3.09M | 2.97% | +13,171 | New |
| Systematic Financial Management LP | 12,335 | $3.09M | 0.08% | 00.0% | Unchanged |
| Palacios Wealth Management, LLC | 13,024 | $3.09M | 3.34% | +13,024 | New |
| Solutions 4 Wealth, Ltd | 12,348 | $3.09M | 5.60% | −198−1.6% | Reduced |
| Nottingham Advisors, Inc. | 12,349 | $3.09M | 0.39% | −4,617−27.2% | Reduced |
| WealthCollab, LLC | 12,352 | $3.09M | 1.98% | −387−3.0% | Reduced |
| Dodds Wealth, LLC | 13,830 | $3.10M | 1.00% | −73−0.5% | Reduced |
| Wealth Forward, LLC | 12,364 | $3.10M | 2.18% | −219−1.7% | Reduced |
| Flagstone Financial Management | 12,377 | $3.10M | 1.03% | −244−1.9% | Reduced |
| Prudent Investors Network | 12,386 | $3.10M | 0.91% | +3,612+41.2% | Added |
| Peterson Wealth Advisors, LLC | 12,757 | $3.10M | 0.56% | +314+2.5% | Added |
| Lumbard & Kellner, LLC | 12,421 | $3.11M | 1.34% | −2,589−17.2% | Reduced |
| Paradigm Capital Management, LLC | 12,427 | $3.11M | 2.91% | −40.0% | Reduced |
| WBI Investments | 12,453 | $3.12M | 0.78% | −972−7.2% | Reduced |
| NewGen Asset Management Ltd | 12,500 | $3.13M | 3.30% | +12,500 | New |
| Christensen, King & Associates Investment Services, Inc. | 12,135 | $3.13M | 1.47% | −188−1.5% | Reduced |
| Measured Risk Portfolios, Inc. | 12,515 | $3.13M | 3.49% | +12,515 | New |
| Ewing Morris & Co. Investment Partners Ltd. | 12,517 | $3.13M | 1.08% | +12,517 | New |
| Menard Financial Group LLC | 12,523 | $3.14M | 1.88% | +302+2.5% | Added |
| Oldfather Financial Services, LLC | 12,524 | $3.14M | 1.19% | −1,282−9.3% | Reduced |
| North Forty Two & Co. | 12,529 | $3.14M | 3.62% | +12,529 | New |
| OMNI 360 Wealth, Inc. | 12,529 | $3.14M | 2.09% | −4,806−27.7% | Reduced |
| Fortress Wealth Management, Inc. | 12,540 | $3.14M | 1.52% | −121−1.0% | Reduced |
| Claris Advisors, LLC | 12,545 | $3.14M | 1.18% | +3,948+45.9% | Added |
| Matrix Trust Co | 12,573 | $3.15M | 0.55% | +389+3.2% | Added |