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 11 sales; 6,152 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 | 6,152 | $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 |
|---|---|---|---|---|---|
| Cascade Investment Advisors, Inc. | 19,425 | $4.86M | 3.12% | −178−0.9% | Reduced |
| Fogel Capital Management, Inc. | 19,425 | $4.86M | 2.44% | −325−1.6% | Reduced |
| Kuhn & Co Investment Counsel | 19,445 | $4.87M | 4.14% | +10.0% | Added |
| International Private Wealth Advisors LLC | 19,475 | $4.88M | 4.85% | +6,046+45.0% | Added |
| FFT Wealth Management LLC | 19,483 | $4.88M | 0.37% | +366+1.9% | Added |
| Alterna Wealth Management, Inc | 19,487 | $4.88M | 4.12% | −793−3.9% | Reduced |
| Cumberland Advisors Inc | 19,487 | $4.88M | 1.95% | 00.0% | Unchanged |
| Tidemark, LLC | 19,494 | $4.88M | 1.87% | +831+4.5% | Added |
| Sycomore Asset Management | 21,479 | $4.89M | 0.70% | +9,183+74.7% | Added |
| Rational Advisors LLC | 19,521 | $4.89M | 0.48% | −3,792−16.3% | Reduced |
| Wolff Financial Management LLC | 19,522 | $4.89M | 1.36% | −64−0.3% | Reduced |
| FSA Wealth Management LLC | 19,531 | $4.89M | 1.99% | −1,124−5.4% | Reduced |
| Skyline Advisors, Inc. | 19,543 | $4.89M | 1.90% | −1,076−5.2% | Reduced |
| Frederick Financial Consultants, LLC | 19,556 | $4.90M | 3.91% | +19,556 | New |
| Wolff Wiese Magana LLC | 19,571 | $4.90M | 3.24% | −75−0.4% | Reduced |
| Dupree Financial Group, LLC | 19,613 | $4.91M | 2.24% | +305+1.6% | Added |
| Aster Capital Management (DIFC) Ltd | 19,619 | $4.91M | 1.88% | +19,619 | New |
| Private Harbour Investment Management & Counsel, LLC | 19,640 | $4.92M | 5.39% | −992−4.8% | Reduced |
| Mainsail Asset Management, LLC | 19,660 | $4.92M | 3.44% | −391−2.0% | Reduced |
| Paragon Capital Management Ltd | 19,705 | $4.93M | 0.98% | −136−0.7% | Reduced |
| Emerald Advisors, LLC | 19,716 | $4.94M | 0.68% | −287−1.4% | Reduced |
| Milestone Asset Management Group, LLC | 19,726 | $4.94M | 4.41% | +19,726 | New |
| BXM Wealth LLC | 19,746 | $4.94M | 6.92% | +19,746 | New |
| Willner & Heller, LLC | 19,757 | $4.95M | 4.33% | −347−1.7% | Reduced |
| Kraematon Investment Advisors, Inc | 19,760 | $4.95M | 4.89% | −410−2.0% | Reduced |
| Ruedi Wealth Management, Inc. | 19,768 | $4.95M | 1.56% | −59−0.3% | Reduced |
| Miller Financial Services LLC | 19,787 | $4.96M | 4.18% | +19,787 | New |
| Kerusso Capital Management LLC | 19,792 | $4.96M | 3.17% | +44+0.2% | Added |
| Engineers Gate Manager LP | 19,796 | $4.96M | 0.09% | −40,991−67.4% | Reduced |
| Great Point Wealth Advisors, LLC | 19,799 | $4.96M | 1.08% | +78+0.4% | Added |
| Finward Bancorp | 19,820 | $4.96M | 4.30% | +19,820 | New |
| Baker Boyer National Bank | 19,830 | $4.97M | 1.72% | −1,185−5.6% | Reduced |
| United Community Bank | 19,836 | $4.97M | 1.93% | +602+3.1% | Added |
| Signify Wealth | 19,849 | $4.97M | 5.61% | −126−0.6% | Reduced |
| Southern Capital Advisors, LLC | 19,916 | $4.99M | 2.76% | −416−2.0% | Reduced |
| Sphera Management Technology Funds Ltd | 20,000 | $5.01M | 3.97% | +20,000 | New |
| Summit Wealth Partners, LLC | 20,003 | $5.01M | 1.03% | −30−0.1% | Reduced |
| Red Mountain Financial, LLC | 20,025 | $5.01M | 5.39% | −1,146−5.4% | Reduced |
| Sanchez Wealth Management Group | 20,031 | $5.02M | 1.37% | +12,764+175.6% | Added |
| Stony Point Wealth Management Inc. | 20,046 | $5.02M | 2.00% | −1,591−7.4% | Reduced |
| AA Financial Advisors, LLC | 20,050 | $5.02M | 1.34% | +252+1.3% | Added |
| MB, Levis & Associates, LLC | 20,063 | $5.02M | 2.52% | −498−2.4% | Reduced |
| Elevate Capital Advisors, LLC | 20,083 | $5.03M | 4.43% | +20,083 | New |
| PCG Asset Management, LLC | 20,094 | $5.03M | 4.41% | +20,094 | New |
| Icapital Wealth LLC | 20,121 | $5.04M | 2.88% | −14,434−41.8% | Reduced |
| Angeles Investment Advisors, LLC | 20,142 | $5.04M | 0.24% | −3,178−13.6% | Reduced |
| Peavine Capital, LLC | 20,160 | $5.05M | 1.27% | −2,200−9.8% | Reduced |
| Beta Wealth Group, Inc. | 20,172 | $5.05M | 2.23% | −582−2.8% | Reduced |
| Oxford Wealth Group, LLC | 20,179 | $5.05M | 3.27% | +76+0.4% | Added |
| Integrity Wealth Advisors, Inc. | 20,180 | $5.05M | 3.71% | +20,180 | New |
| Intelligent Financial Strategies | 20,192 | $5.06M | 2.80% | +10.0% | Added |
| Blue Bell Private Wealth Management, LLC | 20,193 | $5.06M | 0.96% | −130−0.6% | Reduced |
| Cornerstone Planning, LLC | 20,211 | $5.06M | 1.93% | +20,211 | New |
| Peoples Bank | 20,217 | $5.06M | 3.50% | −203−1.0% | Reduced |
| Lawson Kroeker Investment Management Inc | 20,239 | $5.07M | 0.95% | −83−0.4% | Reduced |
| Sage Investment Counsel LLC | 20,304 | $5.08M | 6.63% | +20,304 | New |
| JDM Financial Group LLC | 20,313 | $5.09M | 2.64% | −590−2.8% | Reduced |
| MBA Advisors LLC | 20,361 | $5.10M | 2.59% | −4,210−17.1% | Reduced |
| Mosaic Financial Group, LLC | 20,401 | $5.11M | 3.66% | −1,048−4.9% | Reduced |
| KDT Advisors, LLC | 20,405 | $5.11M | 7.50% | +20,405 | New |
| Vista Investment Partners II, LLC | 20,408 | $5.11M | 3.02% | +20,408 | New |
| Benchmark Investment Advisors LLC | 20,414 | $5.11M | 3.33% | −639−3.0% | Reduced |
| Pine Harbor Wealth Management, LLC | 20,431 | $5.12M | 2.06% | −222−1.1% | Reduced |
| Polymer Capital Management (HK) LTD | 20,447 | $5.12M | 0.90% | −6,140−23.1% | Reduced |
| Joseph Group Capital Management | 20,456 | $5.12M | 2.02% | +3,021+17.3% | Added |
| SAM Advisors, LLC | 20,496 | $5.13M | 1.86% | −26−0.1% | Reduced |
| Napatree Capital LLC | 20,494 | $5.13M | 3.01% | +1,505+7.9% | Added |
| ERTS Wealth Advisors, LLC | 20,495 | $5.13M | 0.97% | −261−1.3% | Reduced |
| Wealthspan Partners, LLC | 20,499 | $5.13M | 2.45% | −220−1.1% | Reduced |
| Birchcreek Wealth Management, LLC | 20,500 | $5.13M | 3.22% | −234−1.1% | Reduced |
| Johnson & White Wealth Management, LLC | 21,065 | $5.14M | 3.11% | −142−0.7% | Reduced |
| Weaver Capital Management LLC | 20,515 | $5.14M | 1.44% | +1,860+10.0% | Added |
| Legacy Wealth Asset Management, LLC | 20,519 | $5.14M | 1.40% | −3,413−14.3% | Reduced |
| Sunbeam Capital Management, LLC | 20,530 | $5.14M | 4.77% | +20,530 | New |
| Precedent Wealth Partners, LLC | 20,540 | $5.14M | 1.68% | +366+1.8% | Added |
| Rossby Financial, LCC | 20,541 | $5.14M | 3.26% | +20,541 | New |
| Needham Investment Management LLC | 20,550 | $5.15M | 0.40% | −10,200−33.2% | Reduced |
| TD Capital Management LLC | 20,563 | $5.15M | 0.52% | −39−0.2% | Reduced |
| TAP Consulting, LLC | 20,564 | $5.15M | 1.05% | −26−0.1% | Reduced |
| Ferguson Shapiro LLC | 20,572 | $5.15M | 1.91% | −371−1.8% | Reduced |
| Winthrop Capital Management, LLC | 20,441 | $5.16M | 1.37% | +466+2.3% | Added |
| Heartwood Wealth Advisors LLC | 20,587 | $5.16M | 0.58% | −1,280−5.9% | Reduced |
| Kendall Capital Management | 20,599 | $5.16M | 1.51% | +440+2.2% | Added |
| Rogco, LP | 20,600 | $5.16M | 2.10% | −688−3.2% | Reduced |
| Evergreen Wealth Solutions, LLC | 20,621 | $5.16M | 3.60% | +11+0.1% | Added |
| First City Capital Management, Inc. | 20,644 | $5.17M | 2.75% | −74−0.4% | Reduced |
| Successful Portfolios LLC | 20,659 | $5.17M | 3.46% | −1,252−5.7% | Reduced |
| Sicart Associates LLC | 20,664 | $5.17M | 1.85% | 00.0% | Unchanged |
| GKV Capital Management Co., Inc. | 20,664 | $5.17M | 2.11% | +20,664 | New |
| Banco de Sabadell, S.A | 20,688 | $5.18M | 4.07% | +325+1.6% | Added |
| Sara-Bay Financial | 20,551 | $5.18M | 1.92% | +132+0.6% | Added |
| Kearns & Associates LLC | 20,728 | $5.19M | 3.35% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 20,746 | $5.20M | 3.07% | −560−2.6% | Reduced |
| Winebrenner Capital Management LLC | 20,761 | $5.20M | 4.01% | +20,761 | New |
| Retirement Guys Formula LLC | 20,762 | $5.20M | 2.62% | −1,068−4.9% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 20,772 | $5.20M | 0.65% | +2,253+12.2% | Added |
| Carson Advisory Inc. | 20,800 | $5.21M | 3.62% | −1,681−7.5% | Reduced |
| Rinkey Investments | 20,801 | $5.21M | 1.67% | +294+1.4% | Added |
| Pinnacle Holdings, LLC | 20,808 | $5.21M | 1.97% | +5,528+36.2% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 20,832 | $5.21M | 1.25% | −9,921−32.3% | Reduced |