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 |
|---|---|---|---|---|---|
| Sulzberger Capital Advisors, Inc. | 13,834 | $3.46M | 3.95% | +13,834 | New |
| Veritas Investment Partners (UK) Ltd. | 13,865 | $3.47M | 0.06% | +91+0.7% | Added |
| Running Point Capital Advisors, LLC | 13,871 | $3.47M | 1.19% | −1,775−11.3% | Reduced |
| RD Lewis Holdings, Inc. | 15,282 | $3.48M | 3.83% | +15,282 | New |
| Vivid Wealth Management, LLC | 13,910 | $3.48M | 1.76% | +77+0.6% | Added |
| Sunflower Bank, N.A. | 13,933 | $3.49M | 0.97% | +272+2.0% | Added |
| Cypress Advisory Group LLC | 13,936 | $3.49M | 3.21% | +13,936 | New |
| Fortune 45 LLC | 13,955 | $3.50M | 2.28% | +614+4.6% | Added |
| Chicago Wealth Management, Inc. | 13,966 | $3.50M | 1.82% | +33+0.2% | Added |
| EWG Elevate Inc. | 13,983 | $3.50M | 1.07% | +395+2.9% | Added |
| DecisionPoint Financial, LLC | 13,990 | $3.50M | 1.07% | +2,964+26.9% | Added |
| Longitude (Cayman) Ltd. | 14,000 | $3.51M | 4.02% | +3,440+32.6% | Added |
| Medallion Wealth Advisors, LLC | 14,581 | $3.51M | 1.74% | +14,581 | New |
| Muirfield Wealth Advisors LLC | 14,002 | $3.51M | 2.89% | +4,922+54.2% | Added |
| BluePath Capital Management, LLC | 14,962 | $3.51M | 1.91% | +532+3.7% | Added |
| Bond & Devick Financial Network, Inc. | 15,080 | $3.51M | 1.50% | 00.0% | Unchanged |
| First Pacific Financial | 14,038 | $3.52M | 0.82% | −506−3.5% | Reduced |
| Core Wealth Advisors, Inc. | 14,052 | $3.52M | 1.16% | +313+2.3% | Added |
| US Financial Advisors, LLC | 14,056 | $3.52M | 1.08% | +376+2.7% | Added |
| Market Street Wealth Management Advisors LLC | 14,065 | $3.52M | 0.59% | +1,833+15.0% | Added |
| Legacy Capital Wealth Management, LLC | 14,072 | $3.52M | 3.50% | +14,072 | New |
| Fjell Capital, LLC | 14,087 | $3.53M | 3.64% | +14,087 | New |
| Gallacher Capital Management LLC | 14,089 | $3.53M | 1.75% | −522−3.6% | Reduced |
| Fortune Financial Advisors, LLC | 14,122 | $3.54M | 3.21% | −179−1.3% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 14,125 | $3.54M | 2.20% | −275−1.9% | Reduced |
| Compass Financial Group, INC | 14,129 | $3.54M | 0.67% | −121−0.8% | Reduced |
| Total Wealth Planning & Management, Inc. | 14,132 | $3.54M | 3.48% | +14,132 | New |
| MA Private Wealth | 14,144 | $3.54M | 0.66% | +364+2.6% | Added |
| Pension & Wealth Management Advisors, Inc. | 14,144 | $3.54M | 1.41% | +1,066+8.2% | Added |
| Flagship Wealth Advisors, LLC | 14,158 | $3.55M | 2.08% | +14,158 | New |
| Terra Nova Asset Management LLC | 14,166 | $3.55M | 2.70% | +18+0.1% | Added |
| Frazier Financial Advisors, LLC | 14,074 | $3.55M | 2.82% | −287−2.0% | Reduced |
| Brady Martz Wealth Solutions, LLC | 15,225 | $3.55M | 0.86% | +15,225 | New |
| PUREfi Wealth, LLC | 14,187 | $3.55M | 3.48% | +14,187 | New |
| Prudent Man Investment Management, Inc. | 14,190 | $3.55M | 1.97% | +14,190 | New |
| Roxbury Financial LLC | 15,001 | $3.56M | 3.43% | +15,001 | New |
| RIA Advisory Group LLC | 14,225 | $3.56M | 1.21% | +4,577+47.4% | Added |
| Cherry Tree Wealth Management, LLC | 14,239 | $3.57M | 0.88% | +255+1.8% | Added |
| Clientfirst Wealth Management, LLC | 14,272 | $3.57M | 3.62% | +14,272 | New |
| Seven Springs Wealth Group, LLC | 14,278 | $3.58M | 1.33% | +124+0.9% | Added |
| Orion Investment Co | 14,293 | $3.58M | 1.44% | +500+3.6% | Added |
| Cannon Wealth Management Services, LLC | 15,706 | $3.58M | 3.09% | +1,473+10.3% | Added |
| Davis Capital Management | 14,303 | $3.58M | 2.92% | −472−3.2% | Reduced |
| Intergy Private Wealth, LLC | 14,306 | $3.58M | 1.34% | +651+4.8% | Added |
| Burkett Financial Services, LLC | 14,308 | $3.58M | 1.46% | +264+1.9% | Added |
| Houlihan Financial Resource Group, Ltd. | 14,348 | $3.59M | 1.53% | −4,276−23.0% | Reduced |
| Mosley Wealth Management | 15,040 | $3.60M | 2.23% | +126+0.8% | Added |
| Compass Capital Management, Inc | 14,396 | $3.61M | 0.24% | 00.0% | Unchanged |
| Accelerate Investment Advisors LLC | 14,399 | $3.61M | 3.18% | +2,346+19.5% | Added |
| Leibman Financial Services, Inc. | 14,414 | $3.61M | 2.64% | −7,950−35.5% | Reduced |
| TruNorth Capital Management, LLC | 14,451 | $3.62M | 0.99% | +4,621+47.0% | Added |
| Maridea Wealth Management LLC | 14,470 | $3.62M | 1.17% | +14,470 | New |
| Smith & Howard Wealth Management, LLC | 14,497 | $3.63M | 1.03% | +1,013+7.5% | Added |
| Stonebridge Financial Planning Group, LLC | 14,502 | $3.63M | 1.62% | +137+1.0% | Added |
| Fiduciary Planning LLC | 14,514 | $3.63M | 1.18% | +499+3.6% | Added |
| Holistic Financial Partners | 14,520 | $3.64M | 1.81% | +2,296+18.8% | Added |
| Guardian Financial Partners, LLC | 14,520 | $3.64M | 2.16% | +1,037+7.7% | Added |
| Magnolia Private Wealth, LLC | 14,527 | $3.64M | 3.24% | +14,527 | New |
| Edentree Asset Management Ltd | 14,538 | $3.64M | 1.06% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 14,542 | $3.64M | 3.33% | +14,542 | New |
| MRP Capital Investments, LLC | 14,551 | $3.64M | 3.32% | −187−1.3% | Reduced |
| MorganRosel Wealth Management, LLC | 14,556 | $3.65M | 1.20% | +8,342+134.2% | Added |
| Boomfish Wealth Group, LLC | 14,562 | $3.65M | 2.21% | −188−1.3% | Reduced |
| Cura Wealth Advisors, LLC | 14,573 | $3.65M | 1.61% | +14,573 | New |
| MinichMacGregor Wealth Management, LLC | 14,573 | $3.65M | 0.76% | +523+3.7% | Added |
| Barden Capital Management, Inc. | 14,589 | $3.65M | 3.13% | +662+4.8% | Added |
| Wetzel Investment Advisors, Inc. | 14,595 | $3.65M | 1.82% | 00.0% | Unchanged |
| Riverstone Advisors, LLC | 14,596 | $3.66M | 2.08% | +148+1.0% | Added |
| Saxony Capital Management, LLC | 14,625 | $3.66M | 3.22% | +189+1.3% | Added |
| MBM Wealth Consultants, LLC | 15,035 | $3.67M | 1.09% | +227+1.5% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 14,647 | $3.67M | 0.89% | −489−3.2% | Reduced |
| Certior Financial Group, LLC | 14,692 | $3.68M | 3.27% | +14,692 | New |
| Grant/GrossMendelsohn, LLC | 14,712 | $3.68M | 1.93% | −5,423−26.9% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 14,732 | $3.69M | 2.48% | −2,713−15.6% | Reduced |
| Capstone Wealth Management Group, LLC | 14,735 | $3.69M | 1.98% | +4,270+40.8% | Added |
| Objectivity Squared, LLC | 15,582 | $3.69M | 2.57% | −12−0.1% | Reduced |
| One River Asset Management, LLC | 14,647 | $3.69M | 5.53% | −313−2.1% | Reduced |
| Verus Financial Partners, Inc. | 15,599 | $3.69M | 0.41% | −1,348−8.0% | Reduced |
| Buttonwood Financial Advisors Inc. | 14,762 | $3.70M | 1.63% | −199−1.3% | Reduced |
| Kennicott Capital Management LLC | 14,767 | $3.70M | 1.90% | 00.0% | Unchanged |
| Colony Family Offices, LLC | 14,798 | $3.71M | 1.16% | +25+0.2% | Added |
| Viewpoint Capital Management LLC | 14,801 | $3.71M | 1.95% | +17+0.1% | Added |
| Fire Capital Management LLC | 14,816 | $3.71M | 2.76% | +14,816 | New |
| Mach-1 Financial Group, Inc. | 14,815 | $3.71M | 6.69% | +1,495+11.2% | Added |
| STAR Financial Bank | 14,847 | $3.72M | 2.68% | −3,677−19.8% | Reduced |
| Agp Franklin, LLC | 14,849 | $3.72M | 2.26% | +14,849 | New |
| Bullock Wealth Management Group | 14,862 | $3.72M | 2.17% | −2,236−13.1% | Reduced |
| Concorde Asset Management, LLC | 14,890 | $3.73M | 1.94% | +167+1.1% | Added |
| Powell Investment Advisors, LLC | 14,891 | $3.73M | 1.73% | +10.0% | Added |
| Allegiance Financial Group Advisory Services LLC | 14,900 | $3.73M | 1.21% | +830+5.9% | Added |
| Optiver Holding B.V. | 14,907 | $3.73M | 0.12% | −392,551−96.3% | Reduced |
| Clear Investment Research, LLC | 14,908 | $3.73M | 4.95% | −94−0.6% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 14,916 | $3.74M | 1.34% | +392+2.7% | Added |
| Davidson Capital Management Inc. | 14,920 | $3.74M | 0.98% | +645+4.5% | Added |
| DecisionMap Wealth Management, LLC | 14,922 | $3.74M | 2.96% | +14,922 | New |
| West Bancorporation Inc | 14,927 | $3.74M | 2.46% | −124−0.8% | Reduced |
| Fiducient Advisors LLC | 14,952 | $3.74M | 0.46% | −8,847−37.2% | Reduced |
| Capital Management Associates | 14,954 | $3.74M | 4.41% | −1,761−10.5% | Reduced |
| Archetype Wealth Partners | 14,964 | $3.75M | 0.55% | −15−0.1% | Reduced |
| KFA Private Wealth Group, LLC | 14,968 | $3.75M | 1.57% | −413−2.7% | Reduced |