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 |
|---|---|---|---|---|---|
| Darwin Advisors, LLC | 20,840 | $5.22M | 1.75% | −31,103−59.9% | Reduced |
| Nicholas Investment Partners, LP | 20,843 | $5.22M | 0.46% | +1,336+6.8% | Added |
| Accretive Wealth Partners, LLC | 20,883 | $5.23M | 2.22% | −66−0.3% | Reduced |
| First Financial Corp | 20,884 | $5.23M | 2.44% | −178−0.8% | Reduced |
| Arcataur Capital Management LLC | 20,898 | $5.23M | 1.76% | −155−0.7% | Reduced |
| Puff Wealth Management, LLC | 20,908 | $5.24M | 9.13% | +20,908 | New |
| McGowan Group Asset Management, Inc. | 20,915 | $5.24M | 0.70% | −77−0.4% | Reduced |
| IMPACTfolio, LLC | 20,924 | $5.24M | 2.72% | −16−0.1% | Reduced |
| Proactive Wealth Strategies LLC | 20,924 | $5.24M | 2.73% | +262+1.3% | Added |
| Detalus Advisors, LLC | 20,927 | $5.24M | 1.73% | −211−1.0% | Reduced |
| Summit Wealth Group, LLC | 20,994 | $5.26M | 1.52% | −4,283−16.9% | Reduced |
| Davis Investment Partners, LLC | 22,198 | $5.26M | 2.22% | +2,055+10.2% | Added |
| Viking Fund Management LLC | 21,000 | $5.26M | 0.82% | 00.0% | Unchanged |
| Channing Global Advisors, LLC | 21,016 | $5.26M | 3.51% | +6,219+42.0% | Added |
| Wintrust Investments LLC | 21,047 | $5.27M | 4.64% | −874−4.0% | Reduced |
| Commonwealth Financial Services, LLC | 21,068 | $5.28M | 1.03% | +5,862+38.6% | Added |
| Mizuho Markets Cayman LP | 21,078 | $5.28M | 13.08% | +11,535+120.9% | Added |
| Dividend Assets Capital, LLC | 21,089 | $5.28M | 1.02% | +627+3.1% | Added |
| JFG Wealth Management, LLC | 21,104 | $5.28M | 1.21% | +8,152+62.9% | Added |
| Cloverfields Capital Group, LP | 21,122 | $5.29M | 1.70% | −183−0.9% | Reduced |
| Outfitter Financial LLC | 21,155 | $5.30M | 4.24% | −405−1.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 21,167 | $5.30M | 2.04% | −574−2.6% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 21,187 | $5.31M | 1.04% | +1,346+6.8% | Added |
| OmniStar Financial Group, Inc. | 21,194 | $5.31M | 4.27% | +353+1.7% | Added |
| Tradewinds Capital Management, LLC | 21,198 | $5.31M | 1.40% | +1,779+9.2% | Added |
| Vickerman Investment Advisors, Inc. | 21,247 | $5.32M | 1.45% | −2,121−9.1% | Reduced |
| Palisades Hudson Asset Management, L.P. | 21,249 | $5.32M | 2.24% | −860−3.9% | Reduced |
| Wincap Financial LLC | 21,259 | $5.32M | 5.43% | +21,259 | New |
| Measured Wealth Private Client Group, LLC | 21,263 | $5.32M | 1.72% | −55−0.3% | Reduced |
| Accuvest Global Advisors | 21,104 | $5.33M | 7.46% | −1,150−5.2% | Reduced |
| Neo Ivy Capital Management | 21,297 | $5.33M | 1.07% | +8,581+67.5% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 21,302 | $5.33M | 3.01% | +937+4.6% | Added |
| Fairfield, Bush & Co. | 21,339 | $5.34M | 3.14% | −293−1.4% | Reduced |
| DKM Wealth Management, Inc. | 21,346 | $5.35M | 5.07% | +21,346 | New |
| Tobias Financial Advisors, Inc. | 21,384 | $5.35M | 1.08% | +1,157+5.7% | Added |
| Glass Jacobson Investment Advisors llc | 21,396 | $5.36M | 1.76% | +2,048+10.6% | Added |
| Safe Harbor Fiduciary, LLC | 21,398 | $5.36M | 5.46% | +58+0.3% | Added |
| Dohj, LLC | 21,406 | $5.36M | 1.24% | +1,539+7.7% | Added |
| Meadow Creek Wealth Advisors LLC | 21,413 | $5.36M | 3.86% | +1,124+5.5% | Added |
| RoundAngle Advisors LLC | 21,426 | $5.37M | 5.11% | +21,426 | New |
| Retirement Income Solutions, Inc | 21,444 | $5.37M | 1.08% | +941+4.6% | Added |
| Prentice Wealth Management LLC | 21,450 | $5.37M | 1.55% | +9,802+84.2% | Added |
| R.H. Investment Group, LLC | 21,463 | $5.37M | 5.07% | +21,463 | New |
| Cassady Schiller Wealth Management, LLC | 21,481 | $5.38M | 1.97% | −1,026−4.6% | Reduced |
| Bayesian Capital Management, LP | 21,500 | $5.38M | 0.66% | +19,400+923.8% | Added |
| LGL Partners, LLC | 21,518 | $5.39M | 0.78% | +344+1.6% | Added |
| David J Yvars Group | 21,548 | $5.40M | 3.29% | −2,361−9.9% | Reduced |
| Synergy Financial Group, LTD | 21,550 | $5.40M | 4.50% | −289−1.3% | Reduced |
| Flavin Financial Services, Inc. | 21,551 | $5.40M | 5.13% | +21,551 | New |
| Keyvantage Wealth, LLC | 21,555 | $5.40M | 3.86% | +21,555 | New |
| Pinney & Scofield, Inc. | 21,556 | $5.40M | 4.16% | +21,556 | New |
| Phillips Financial Management, LLC | 21,593 | $5.41M | 0.43% | +425+2.0% | Added |
| McGlone Suttner Wealth Management, Inc. | 21,594 | $5.41M | 0.90% | +1,894+9.6% | Added |
| Trust Co | 21,599 | $5.41M | 0.62% | +3,810+21.4% | Added |
| Independent Wealth Network Inc. | 21,617 | $5.41M | 2.20% | +1,280+6.3% | Added |
| Virginia Wealth Management Group, Inc. | 21,618 | $5.41M | 3.35% | +102+0.5% | Added |
| Islay Capital Management, LLC | 21,647 | $5.42M | 3.76% | +38+0.2% | Added |
| Tealwood Asset Management Inc | 21,658 | $5.42M | 2.24% | +10,775+99.0% | Added |
| Napa Wealth Management | 21,674 | $5.43M | 2.35% | −4,841−18.3% | Reduced |
| Acorns Advisers, LLC | 21,681 | $5.43M | 0.05% | +2,444+12.7% | Added |
| Finivi Inc. | 21,687 | $5.43M | 4.34% | +504+2.4% | Added |
| Summitry LLC | 21,695 | $5.43M | 0.27% | −2,220−9.3% | Reduced |
| Philip James Wealth Mangement, LLC | 21,703 | $5.43M | 0.70% | +685+3.3% | Added |
| Legacy CG, LLC | 21,717 | $5.44M | 1.67% | −1,614−6.9% | Reduced |
| Capital & Planning, LLC | 21,766 | $5.45M | 3.99% | +21,766 | New |
| South Plains Financial, Inc. | 21,859 | $5.47M | 4.18% | +21,859 | New |
| Morris Retirement Advisors, LLC | 21,892 | $5.48M | 2.90% | −727−3.2% | Reduced |
| Leigh Baldwin & Co., LLC | 21,902 | $5.48M | 4.63% | +21,902 | New |
| FinDec Wealth Services, Inc. | 21,935 | $5.49M | 3.81% | −2,775−11.2% | Reduced |
| Primoris Wealth Advisors, LLC | 21,955 | $5.50M | 4.19% | −109−0.5% | Reduced |
| Deseret Mutual Benefit Administrators | 21,973 | $5.50M | 2.71% | +250+1.2% | Added |
| Mountain Capital Investment Advisors, Inc | 23,958 | $5.51M | 1.14% | +219+0.9% | Added |
| Carr Financial Group Corp | 22,025 | $5.52M | 1.73% | −440−2.0% | Reduced |
| American Institute for Advanced Investment Management, LLP | 22,028 | $5.52M | 4.11% | −2,330−9.6% | Reduced |
| Bluesphere Advisors, LLC | 22,038 | $5.52M | 2.70% | −204−0.9% | Reduced |
| Vantage Point Financial LLC | 22,048 | $5.52M | 2.98% | +22,048 | New |
| Jackson Thornton Asset Management, LLC | 22,053 | $5.52M | 0.70% | +5,158+30.5% | Added |
| Canton Hathaway, LLC | 22,053 | $5.52M | 1.38% | +1,125+5.4% | Added |
| New Wave Wealth Advisors LLC | 22,061 | $5.52M | 2.26% | −1,095−4.7% | Reduced |
| Cadinha & Co LLC | 22,099 | $5.53M | 0.92% | −626−2.8% | Reduced |
| Ogorek Anthony Joseph | 22,135 | $5.54M | 1.76% | −320−1.4% | Reduced |
| Bolthouse Investments, LLC | 22,181 | $5.55M | 5.13% | +22,181 | New |
| S.A. Mason LLC | 22,185 | $5.56M | 2.92% | −293−1.3% | Reduced |
| Fairscale Capital, LLC | 22,244 | $5.57M | 4.80% | −54−0.2% | Reduced |
| BlackDiamond Wealth Management Inc. | 22,261 | $5.57M | 3.22% | +768+3.6% | Added |
| Catalyst Capital Advisors LLC | 22,261 | $5.57M | 0.12% | +2,131+10.6% | Added |
| Gould Capital, LLC | 22,282 | $5.58M | 3.88% | −389−1.7% | Reduced |
| Topsail Wealth Management, LLC | 22,282 | $5.58M | 1.19% | +22,282 | New |
| Union Savings Bank | 22,293 | $5.58M | 2.74% | −649−2.8% | Reduced |
| Aspire Capital Advisors LLC | 22,313 | $5.59M | 1.60% | +18+0.1% | Added |
| Riverbend Wealth Management, LLC | 22,318 | $5.59M | 4.98% | +22,318 | New |
| RS Crum Inc. | 22,353 | $5.60M | 1.38% | −149−0.7% | Reduced |
| Private Management Group Inc | 22,396 | $5.61M | 0.20% | +1,713+8.3% | Added |
| Dougherty Wealth Advisers LLC | 22,416 | $5.61M | 4.35% | −60.0% | Reduced |
| Birch Financial Group, LLC | 22,444 | $5.62M | 6.32% | +22,444 | New |
| Dimension Capital Management LLC | 22,450 | $5.62M | 0.92% | −171−0.8% | Reduced |
| Challenger Wealth Management | 22,498 | $5.63M | 4.85% | +22,498 | New |
| Mascoma Wealth Management LLC | 22,503 | $5.64M | 1.42% | −41−0.2% | Reduced |
| Petros Family Wealth, LLC | 22,583 | $5.66M | 6.11% | +22,583 | New |
| Walker Asset Management, LLC | 22,605 | $5.66M | 3.48% | +45+0.2% | Added |