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 |
|---|---|---|---|---|---|
| Bay Capital Advisors, LLC | 12,580 | $3.15M | 2.53% | +12,580 | New |
| Basepoint Wealth LLC | 12,586 | $3.15M | 2.51% | −398−3.1% | Reduced |
| Bank & Trust Co | 12,602 | $3.16M | 2.65% | −210−1.6% | Reduced |
| Client 1st Advisory Group, LLC | 12,606 | $3.16M | 1.21% | −370−2.9% | Reduced |
| Hill Island Financial LLC | 12,609 | $3.16M | 0.92% | +771+6.5% | Added |
| FSB Premier Wealth Management, Inc. | 12,612 | $3.16M | 1.27% | −76−0.6% | Reduced |
| Clear Street Derivatives LLC | 12,617 | $3.16M | 0.04% | −32,582−72.1% | Reduced |
| MKT Advisors LLC | 13,754 | $3.16M | 1.38% | +882+6.9% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 12,634 | $3.16M | 1.72% | +388+3.2% | Added |
| Clarity Capital Advisors, LLC | 12,651 | $3.17M | 2.12% | 00.0% | Unchanged |
| Tenon Financial LLC | 12,997 | $3.17M | 2.05% | +9,667+290.3% | Added |
| Blossom Wealth Management | 12,661 | $3.17M | 6.10% | +418+3.4% | Added |
| Flaharty Asset Management, LLC | 12,666 | $3.17M | 0.46% | −2,568−16.9% | Reduced |
| Talisman Wealth Advisors LLC | 12,691 | $3.18M | 3.37% | −206−1.6% | Reduced |
| Curtis Advisory Group, LLC | 12,702 | $3.18M | 0.84% | −359−2.7% | Reduced |
| New Perspectives, Inc | 12,705 | $3.18M | 1.71% | +60.0% | Added |
| Clarity Wealth Development LLC | 13,484 | $3.18M | 3.45% | +13,484 | New |
| Refined Wealth Management | 12,728 | $3.19M | 2.43% | −57−0.4% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 12,738 | $3.19M | 2.30% | +1,084+9.3% | Added |
| MFA Wealth Services | 12,741 | $3.19M | 2.56% | +12,741 | New |
| Riverpoint Wealth Management Holdings, LLC | 12,756 | $3.19M | 0.83% | +37+0.3% | Added |
| HTG Investment Advisors, Inc. | 12,780 | $3.20M | 1.46% | −43−0.3% | Reduced |
| Greenbush Financial Group, LLC | 12,691 | $3.21M | 1.69% | +12,691 | New |
| Brendel Financial Advisors LLC | 12,816 | $3.21M | 1.94% | +290+2.3% | Added |
| DiNuzzo Private Wealth, Inc. | 12,818 | $3.21M | 0.41% | +102+0.8% | Added |
| Harvest Investment Services, LLC | 12,818 | $3.21M | 0.79% | −2,845−18.2% | Reduced |
| Wood Tarver Financial Group, LLC | 12,822 | $3.21M | 1.07% | +12,822 | New |
| Portfolio Strategies, Inc. | 12,844 | $3.22M | 0.46% | 00.0% | Unchanged |
| Power Wealth Management LLC | 12,851 | $3.22M | 1.34% | −650−4.8% | Reduced |
| Evergreen Wealth Management, LLC | 12,857 | $3.22M | 1.90% | −1,509−10.5% | Reduced |
| Capital Square, LLC | 14,458 | $3.22M | 1.83% | −74−0.5% | Reduced |
| Renasant Bank | 12,868 | $3.22M | 2.09% | −743−5.5% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 12,904 | $3.23M | 1.85% | −389−2.9% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 12,911 | $3.23M | 3.41% | −11,641−47.4% | Reduced |
| Old West Investment Management, LLC | 12,914 | $3.23M | 1.31% | 00.0% | Unchanged |
| SK Wealth Management, LLC | 12,927 | $3.24M | 1.65% | 00.0% | Unchanged |
| Perissos Private Wealth Management, LLC | 12,930 | $3.24M | 2.42% | −13−0.1% | Reduced |
| Townsend & Associates, Inc | 14,567 | $3.24M | 0.33% | −69−0.5% | Reduced |
| West Chester Capital Advisors, Inc | 12,956 | $3.24M | 1.75% | +12,956 | New |
| Dopkins Wealth Management, LLC | 12,959 | $3.25M | 1.65% | +2,359+22.3% | Added |
| AdviceOne Advisory Services, LLC | 12,975 | $3.25M | 2.88% | +12,975 | New |
| TLWM | 12,978 | $3.25M | 0.64% | +310+2.4% | Added |
| Stevens Capital Management LP | 12,985 | $3.25M | 1.30% | −108,231−89.3% | Reduced |
| Halter Ferguson Financial Inc. | 12,999 | $3.26M | 1.38% | +328+2.6% | Added |
| Cohen Capital Management, Inc. | 13,005 | $3.26M | 0.54% | 00.0% | Unchanged |
| Advanced Portfolio Management, LLC | 13,815 | $3.26M | 3.83% | +47+0.3% | Added |
| America First Investment Advisors, LLC | 13,040 | $3.27M | 0.71% | +5,042+63.0% | Added |
| Sage Private Wealth Group, LLC | 13,040 | $3.27M | 2.45% | −88−0.7% | Reduced |
| Entruity Wealth, LLC | 13,044 | $3.27M | 3.24% | +13,044 | New |
| Anchor Pointe Wealth Management, LLC | 12,961 | $3.27M | 4.25% | +12,961 | New |
| Hill Investment Group Partners, LLC | 13,083 | $3.28M | 0.44% | +4,016+44.3% | Added |
| Elkhorn Partners Limited Partnership | 13,100 | $3.28M | 2.15% | 00.0% | Unchanged |
| Von Berge Wealth Management Group, LLC | 13,824 | $3.28M | 1.99% | −746−5.1% | Reduced |
| Diker Management LLC | 13,142 | $3.29M | 2.85% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 13,144 | $3.29M | 0.47% | −803−5.8% | Reduced |
| Financial Alternatives, Inc | 13,157 | $3.29M | 2.32% | −206−1.5% | Reduced |
| Drake & Associates, LLC | 14,476 | $3.30M | 0.94% | +1,830+14.5% | Added |
| Cherrydale Wealth Management, LLC | 13,169 | $3.30M | 1.28% | +745+6.0% | Added |
| Rooted Wealth Advisors, Inc. | 13,627 | $3.30M | 1.29% | +316+2.4% | Added |
| Sterling Manor Financial, LLC | 13,193 | $3.30M | 2.30% | −400−2.9% | Reduced |
| Northern Capital Management, Inc. | 13,198 | $3.31M | 2.03% | −92−0.7% | Reduced |
| Capitol Family Office, Inc. | 13,212 | $3.31M | 4.42% | 00.0% | Unchanged |
| Bingham Private Wealth, LLC | 13,221 | $3.31M | 3.52% | +13,221 | New |
| FSC Wealth Advisors, LLC | 13,222 | $3.31M | 2.13% | +226+1.7% | Added |
| Forza Wealth Management, LLC | 13,265 | $3.32M | 1.51% | −293−2.2% | Reduced |
| Orin Green Financial, LLC | – | $3.34M | 1.47% | – | – |
| Nestegg Advisors, Inc. | 14,534 | $3.34M | 3.38% | +14,534 | New |
| Operose Advisors LLC | 13,356 | $3.34M | 1.14% | −1,527−10.3% | Reduced |
| Pacific Global Investment Management CO | 13,359 | $3.35M | 4.30% | −179,331−93.1% | Reduced |
| Avondale Wealth Management | 13,365 | $3.35M | 2.14% | −1,213−8.3% | Reduced |
| Autumn Glory Partners, LLC | 13,375 | $3.35M | 1.64% | −4,558−25.4% | Reduced |
| Three Bridge Wealth Advisors, LLC | 13,388 | $3.35M | 1.17% | +689+5.4% | Added |
| Adams Wealth Management | 13,395 | $3.35M | 0.64% | +1,014+8.2% | Added |
| CacheTech Inc. | 13,395 | $3.35M | 0.63% | +1,014+8.2% | Added |
| Brasada Capital Management, LP | 14,337 | $3.36M | 0.60% | −1,801−11.2% | Reduced |
| Alpha Wealth Funds, LLC | 13,441 | $3.37M | 3.52% | +13,441 | New |
| Grantvest Financial Group LLC | 13,459 | $3.37M | 3.76% | +13,459 | New |
| Professional Financial Advisors, LLC | 13,527 | $3.39M | 0.87% | −411−2.9% | Reduced |
| Harvey Investment Co LLC | 13,548 | $3.39M | 0.39% | 00.0% | Unchanged |
| Three Seasons Wealth, LLC | 13,561 | $3.40M | 1.65% | −74−0.5% | Reduced |
| Latko Wealth Management, Ltd. | 13,574 | $3.40M | 2.02% | +37+0.3% | Added |
| Authentikos Wealth Advisory, LLC | 13,603 | $3.41M | 3.37% | +3,668+36.9% | Added |
| Carmignac Gestion | 13,614 | $3.41M | 0.05% | +7,614+126.9% | Added |
| Kellett Schaffner Wealth Advisors LLC | 13,621 | $3.41M | 2.34% | +242+1.8% | Added |
| X-Square Capital, LLC | 13,633 | $3.41M | 1.40% | −30.0% | Reduced |
| One + One Wealth Management, LLC | 13,633 | $3.41M | 2.01% | −651−4.6% | Reduced |
| Driehaus Capital Management LLC | 13,662 | $3.42M | 0.03% | −8,628−38.7% | Reduced |
| Apeiron RIA LLC | 13,690 | $3.43M | 0.96% | −578−4.1% | Reduced |
| CCG Wealth Management, LLC | 13,693 | $3.43M | 1.91% | −41−0.3% | Reduced |
| Uniting Wealth Partners, LLC | 13,702 | $3.43M | 1.66% | +13,702 | New |
| SFG Wealth Management, LLC. | 13,709 | $3.43M | 1.80% | −18−0.1% | Reduced |
| B&L Asset Management LLC | 13,757 | $3.45M | 2.19% | +1,221+9.7% | Added |
| Weik Capital Management | 13,762 | $3.45M | 1.40% | 00.0% | Unchanged |
| Fenimore Asset Management Inc | 13,773 | $3.45M | 0.07% | +236+1.7% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 13,801 | $3.46M | 6.72% | +578+4.4% | Added |
| Keb Asset Management, LLC | 13,807 | $3.46M | 1.00% | −1,927−12.2% | Reduced |
| Enzi Wealth | 15,450 | $3.46M | 1.32% | +70+0.5% | Added |
| Pacific Point Advisors, LLC | 14,862 | $3.46M | 2.10% | +14,862 | New |
| Redwood Park Advisors LLC | 13,823 | $3.46M | 2.95% | +13,823 | New |
| Flower City Capital | 13,832 | $3.46M | 2.12% | +194+1.4% | Added |