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 |
|---|---|---|---|---|---|
| Myecfo, LLC | 14,994 | $3.75M | 2.03% | −13−0.1% | Reduced |
| Miura Global Management, LLC | 15,000 | $3.76M | 4.10% | −15,000−50.0% | Reduced |
| Arrow Capital Pty Ltd | 15,000 | $3.76M | 3.44% | +15,000 | New |
| Virtus Wealth Solutions LLC | 15,006 | $3.76M | 0.89% | +15,006 | New |
| Tucker Asset Management LLC | 15,006 | $3.76M | 0.40% | +373+2.5% | Added |
| Motley Fool Wealth Management, LLC | 15,839 | $3.76M | 0.19% | +6,926+77.7% | Added |
| JRM Investment Counsel, LLC | 15,058 | $3.77M | 1.33% | −75−0.5% | Reduced |
| WealthTrust Asset Management, LLC | 15,063 | $3.77M | 2.71% | +867+6.1% | Added |
| Foundation Wealth Management, LLC | 15,085 | $3.78M | 2.93% | −1,293−7.9% | Reduced |
| Droms Strauss Advisors Inc | 15,090 | $3.78M | 1.23% | −134−0.9% | Reduced |
| Triumph Capital Management | 15,114 | $3.78M | 1.30% | −695−4.4% | Reduced |
| RCS Financial Planning, LLC | 15,143 | $3.79M | 2.02% | +35+0.2% | Added |
| Eagle Harbor Asset Management Inc | 15,164 | $3.80M | 3.80% | −138−0.9% | Reduced |
| Valued Retirements, Inc. | 15,168 | $3.80M | 5.12% | −16−0.1% | Reduced |
| Lynx Capital Group Ltd | 15,170 | $3.80M | 2.19% | −25−0.2% | Reduced |
| Motive Wealth Advisors | 15,203 | $3.81M | 2.04% | +1,852+13.9% | Added |
| MN Wealth Advisors, LLC | 15,203 | $3.81M | 2.14% | +658+4.5% | Added |
| Thoma Capital Management LLC | 15,223 | $3.81M | 2.61% | +15,223 | New |
| Turn8 Private Wealth Inc. | 15,234 | $3.81M | 2.72% | +15,234 | New |
| Uhlmann Price Securities, LLC | 15,240 | $3.82M | 2.88% | +850+5.9% | Added |
| Canandaigua National Trust Co of Florida | 15,246 | $3.82M | 2.98% | +3,433+29.1% | Added |
| R. W. Roge & Company, Inc. | 15,248 | $3.82M | 2.06% | −50.0% | Reduced |
| Rainier Family Wealth Inc | 15,252 | $3.82M | 4.62% | +15,252 | New |
| Werlinich Asset Management, LLC | 15,145 | $3.82M | 2.22% | 00.0% | Unchanged |
| apricus wealth, LLC | 15,277 | $3.83M | 2.48% | −1,224−7.4% | Reduced |
| Safeguard Financial, LLC | 15,286 | $3.83M | 0.83% | +552+3.7% | Added |
| Sharper & Granite LLC | 15,302 | $3.83M | 1.69% | +472+3.2% | Added |
| Collective Family Office LLC | 15,305 | $3.83M | 1.05% | −87−0.6% | Reduced |
| Eads & Heald Wealth Management | 15,315 | $3.83M | 1.89% | −100−0.6% | Reduced |
| Inspire Advisors, LLC | 15,319 | $3.84M | 0.47% | +340+2.3% | Added |
| Ade, LLC | 15,329 | $3.84M | 2.36% | +74+0.5% | Added |
| Rialto Wealth Management, LLC | 15,363 | $3.85M | 1.27% | +15,363 | New |
| Brogan Financial, Inc. | 15,379 | $3.85M | 1.89% | +37+0.2% | Added |
| KC Investment Advisors, LLC | 15,381 | $3.85M | 1.53% | +362+2.4% | Added |
| Pinpoint Asset Management Ltd | 15,417 | $3.86M | 0.68% | +20.0% | Added |
| Valtinson Bruner Financial Planning LLC | 15,426 | $3.86M | 1.35% | +94+0.6% | Added |
| Rainey & Randall Investment Management Inc. | 15,427 | $3.86M | 0.77% | −189−1.2% | Reduced |
| Custos Family Office, LLC | 15,429 | $3.86M | 1.35% | +943+6.5% | Added |
| Holistic Planning, LLC | 15,438 | $3.87M | 1.40% | +386+2.6% | Added |
| Burr Financial Services, LLC | 15,451 | $3.87M | 2.61% | −6,562−29.8% | Reduced |
| Lansing Street Advisors | 15,459 | $3.87M | 1.35% | +266+1.8% | Added |
| FOCUS Wealth Advisors, LLC | 15,500 | $3.88M | 2.06% | −176−1.1% | Reduced |
| Main Street Group, LTD | 15,508 | $3.88M | 1.44% | −837−5.1% | Reduced |
| Integrity Wealth Solutions LLC | 15,522 | $3.89M | 2.18% | −1,035−6.3% | Reduced |
| Riverpark Capital Management LLC | 15,537 | $3.89M | 6.80% | +446+3.0% | Added |
| HMV Wealth Advisors, LLC | 15,551 | $3.89M | 3.90% | +15,551 | New |
| Bollard Group LLC | 15,558 | $3.90M | 0.11% | +17+0.1% | Added |
| Lorne Steinberg Wealth Management Inc. | 15,572 | $3.90M | 1.13% | −104−0.7% | Reduced |
| First Bank & Trust | 15,580 | $3.90M | 0.75% | −165−1.0% | Reduced |
| Aletheian Wealth Advisors LLC | 15,608 | $3.91M | 2.31% | +572+3.8% | Added |
| Cardinal Strategic Wealth Guidance | 15,618 | $3.91M | 1.25% | +486+3.2% | Added |
| CGC Financial Services, LLC | 15,667 | $3.92M | 1.56% | +1,157+8.0% | Added |
| 25 LLC | 15,675 | $3.93M | 1.66% | +447+2.9% | Added |
| ORG Wealth Partners, LLC | 15,696 | $3.93M | 1.21% | +393+2.6% | Added |
| Ssi Investment Management LLC | 15,710 | $3.93M | 0.29% | −15−0.1% | Reduced |
| Lane & Associates LLC | 16,670 | $3.93M | 2.03% | −1,377−7.6% | Reduced |
| Warner Financial, Inc | 15,763 | $3.95M | 1.70% | +2,609+19.8% | Added |
| Pointe Capital Management LLC | 15,770 | $3.95M | 2.27% | −153−1.0% | Reduced |
| Grant Street Asset Management, Inc. | 15,782 | $3.95M | 1.03% | +449+2.9% | Added |
| Wealthcare Capital Partners, LLC | 15,802 | $3.96M | 2.06% | +15,802 | New |
| Cox Capital Mgt LLC | 15,806 | $3.96M | 2.54% | −59−0.4% | Reduced |
| Davidson Kahn Capital Management, LLC | 15,818 | $3.96M | 3.68% | +15,818 | New |
| Heritage Wealth Partners, LLC | 15,907 | $3.98M | 5.00% | +1,076+7.3% | Added |
| VisionPoint Advisory Group, LLC | 16,345 | $3.99M | 1.36% | +407+2.6% | Added |
| KWB Wealth | 17,109 | $3.99M | 0.49% | +603+3.7% | Added |
| Scarborough Advisors, LLC | 15,940 | $3.99M | 0.56% | +51+0.3% | Added |
| Sterling Financial Planning, Inc. | 15,950 | $3.99M | 1.47% | +883+5.9% | Added |
| Cambridge Financial Group, LLC | 15,952 | $3.99M | 1.71% | −60.0% | Reduced |
| Matrix Private Capital Group LLC | 15,971 | $4.00M | 2.28% | −142−0.9% | Reduced |
| Covenant Partners, LLC | 15,995 | $4.01M | 1.23% | 00.0% | Unchanged |
| Valueworks LLC | 15,998 | $4.01M | 1.33% | −6,315−28.3% | Reduced |
| Single Point Partners, LLC | 16,034 | $4.01M | 0.92% | −757−4.5% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 16,071 | $4.02M | 0.23% | +103+0.6% | Added |
| Aspen Wealth Strategies, LLC | 16,073 | $4.02M | 2.57% | +97+0.6% | Added |
| Evelyn Partners Asset Management Ltd | 16,083 | $4.03M | 1.08% | +16,083 | New |
| Towerpoint Wealth, LLC | 16,087 | $4.03M | 1.97% | −3,138−16.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 16,094 | $4.03M | 0.31% | +2,981+22.7% | Added |
| Affinity Investment Advisors, LLC | 16,145 | $4.04M | 3.37% | −58−0.4% | Reduced |
| Human Investing LLC | 16,180 | $4.05M | 0.72% | −500−3.0% | Reduced |
| Strive Asset Management, LLC | 16,204 | $4.06M | 3.04% | +16,204 | New |
| Centennial Bank | 16,218 | $4.06M | 1.91% | −113−0.7% | Reduced |
| Aperture Investors, LLC | 16,227 | $4.06M | 0.53% | −3,278−16.8% | Reduced |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 16,250 | $4.07M | 1.55% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 16,254 | $4.07M | 1.59% | −180−1.1% | Reduced |
| 4J Wealth Management LLC | 16,266 | $4.07M | 3.30% | −230−1.4% | Reduced |
| Del-Sette Capital Management, LLC | 16,267 | $4.07M | 3.31% | −518−3.1% | Reduced |
| Wade Financial Advisory, Inc | 16,283 | $4.08M | 1.38% | −209−1.3% | Reduced |
| V2 Financial group LLC | 16,289 | $4.08M | 2.48% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 16,289 | $4.08M | 1.14% | −101,607−86.2% | Reduced |
| Kelly Financial Services LLC | 16,306 | $4.08M | 1.47% | −841−4.9% | Reduced |
| Guerra Advisors Inc | 16,320 | $4.09M | 2.27% | +16,320 | New |
| Wallace Advisory Group, LLC | 17,543 | $4.09M | 2.83% | +5,212+42.3% | Added |
| Malaga Cove Capital, LLC | 16,338 | $4.09M | 1.61% | −185−1.1% | Reduced |
| Wrenne Financial Planning LLC | 16,367 | $4.10M | 2.33% | +3,470+26.9% | Added |
| AAFMAA Wealth Management & Trust LLC | 16,379 | $4.10M | 1.80% | −2,437−13.0% | Reduced |
| Avion Wealth | 16,392 | $4.10M | 1.05% | +987+6.4% | Added |
| Cape Investment Advisory, Inc. | 16,392 | $4.10M | 1.61% | −535−3.2% | Reduced |
| Iams Wealth Management, LLC | 16,404 | $4.11M | 1.88% | +4,467+37.4% | Added |
| Avaii Wealth Management, LLC | 16,413 | $4.11M | 2.02% | −142−0.9% | Reduced |
| RAM Investment Partners, LLC | 16,430 | $4.11M | 1.01% | +927+6.0% | Added |