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 |
|---|---|---|---|---|---|
| Vista Cima Wealth Management LLC | 22,661 | $5.67M | 5.90% | +22,661 | New |
| First National Bank Sioux Falls | 22,671 | $5.68M | 2.42% | 00.0% | Unchanged |
| Arq Wealth Advisors, LLC | 22,686 | $5.68M | 2.16% | +2,158+10.5% | Added |
| Financial Management Professionals, Inc. | 22,691 | $5.68M | 0.72% | −377−1.6% | Reduced |
| Okabena Investment Services Inc | 22,725 | $5.69M | 1.58% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 22,741 | $5.69M | 0.02% | 00.0% | Unchanged |
| Camarda Financial Advisors, LLC | 22,750 | $5.70M | 2.14% | +135+0.6% | Added |
| Sunburst Financial Group, LLC | 22,751 | $5.70M | 1.41% | −2,119−8.5% | Reduced |
| Roanoke Asset Management Corp | 22,758 | $5.70M | 1.84% | 00.0% | Unchanged |
| Robbins Farley LLC | 22,782 | $5.71M | 2.78% | +543+2.4% | Added |
| Quantessence Capital LLC | 22,802 | $5.71M | 2.34% | +22,802 | New |
| Campbell Wealth Management | 22,810 | $5.71M | 0.51% | +9,005+65.2% | Added |
| PCA Investment Advisory Services Inc. | 22,822 | $5.72M | 2.65% | −24−0.1% | Reduced |
| Fonville Wealth Management LLC | 22,891 | $5.73M | 1.89% | −584−2.5% | Reduced |
| Richard W. Paul & Associates, LLC | 22,907 | $5.74M | 2.09% | +538+2.4% | Added |
| Emprise Bank | 22,909 | $5.74M | 3.24% | −1,349−5.6% | Reduced |
| Invenio Wealth Partners LLC | 22,914 | $5.74M | 2.40% | +30.0% | Added |
| Blue Square Asset Management, LLC | 22,983 | $5.76M | 2.87% | +325+1.4% | Added |
| Socorro Asset Management LP | 22,988 | $5.76M | 2.25% | 00.0% | Unchanged |
| Terra Alpha Investments LLC | 23,029 | $5.77M | 5.84% | +23,029 | New |
| Pathway Financial Advisors LLC | 23,051 | $5.77M | 1.33% | +1,495+6.9% | Added |
| Liberty One Investment Management, LLC | 23,077 | $5.78M | 0.63% | +1,134+5.2% | Added |
| Up Strategic Wealth Investment Advisors LLC | 23,108 | $5.79M | 5.79% | +3,734+19.3% | Added |
| Berbice Capital Management LLC | 23,116 | $5.79M | 4.64% | +23,116 | New |
| Richard P Slaughter Associates Inc | 23,123 | $5.79M | 1.30% | +530+2.3% | Added |
| Massachusetts Wealth Management | 23,127 | $5.79M | 3.58% | −200−0.9% | Reduced |
| Berkshire Money Management, Inc. | 23,133 | $5.79M | 0.63% | +2,646+12.9% | Added |
| Horan Securities, Inc. | 23,153 | $5.80M | 2.20% | +75+0.3% | Added |
| Mountain Pacific Investment Advisers Inc | 23,154 | $5.80M | 0.41% | −1,602−6.5% | Reduced |
| Morangie Management LLC | 23,156 | $5.80M | 4.72% | +23,156 | New |
| TPG Advisors LLC | 23,223 | $5.82M | 4.54% | −83−0.4% | Reduced |
| 44 Wealth Management LLC | 23,238 | $5.82M | 2.24% | −1,091−4.5% | Reduced |
| Great Diamond Partners, LLC | 23,254 | $5.82M | 1.51% | −361−1.5% | Reduced |
| Seldon Capital LP | 23,268 | $5.83M | 2.39% | 00.0% | Unchanged |
| Dechtman Wealth Management, LLC | 23,296 | $5.83M | 1.13% | −71−0.3% | Reduced |
| IAM Advisory, LLC | 23,318 | $5.84M | 1.48% | −122−0.5% | Reduced |
| Warwick Investment Management, Inc. | 23,321 | $5.84M | 1.20% | −54−0.2% | Reduced |
| MGO Private Wealth, LLC | 23,322 | $5.84M | 4.15% | −787−3.3% | Reduced |
| Reliant Investment Partners, LLC | 23,333 | $5.84M | 5.18% | +23,333 | New |
| YANKCOM Partnership | 23,359 | $5.85M | 3.13% | +23,359 | New |
| Raelipskie Partnership | 23,360 | $5.85M | 2.91% | −1,564−6.3% | Reduced |
| Outlook Wealth Advisors, LLC | 23,372 | $5.85M | 1.68% | −245−1.0% | Reduced |
| Financial Advisory Partners, LLC | 23,381 | $5.86M | 1.94% | −150−0.6% | Reduced |
| HRC Wealth Management, LLC | 23,416 | $5.86M | 3.48% | +2,468+11.8% | Added |
| Certus Wealth Management, LLC | 25,813 | $5.88M | 3.93% | +207+0.8% | Added |
| Triad Wealth Partners, LLC | 23,536 | $5.89M | 2.13% | +4,740+25.2% | Added |
| Cypress Capital Advisors, LLC | 23,571 | $5.90M | 4.62% | +23,571 | New |
| Hofer & Associates. Inc | 23,583 | $5.91M | 3.96% | −180−0.8% | Reduced |
| Illumine Investment Management, LLC | 23,589 | $5.91M | 4.86% | +23,589 | New |
| Unique Wealth, LLC | 23,597 | $5.91M | 1.23% | +2,093+9.7% | Added |
| CWC Advisors, LLC. | 23,617 | $5.91M | 5.90% | −1,090−4.4% | Reduced |
| Almanack Investment Partners, LLC. | 23,625 | $5.92M | 0.91% | −72−0.3% | Reduced |
| Crescent Sterling, Ltd. | 23,653 | $5.92M | 6.08% | −658−2.7% | Reduced |
| Argus Investors' Counsel, Inc. | 23,677 | $5.93M | 3.96% | −841−3.4% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 23,714 | $5.94M | 1.52% | +5,229+28.3% | Added |
| Annandale Capital, LLC | 23,722 | $5.94M | 1.18% | −89−0.4% | Reduced |
| First Citizens Financial Corp | 23,725 | $5.94M | 3.23% | +1,324+5.9% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 23,735 | $5.94M | 3.45% | −341−1.4% | Reduced |
| CJM Wealth Advisers, Ltd. | 23,741 | $5.95M | 2.00% | +3,226+15.7% | Added |
| Goldstone Financial Group, LLC | 23,786 | $5.96M | 0.93% | +1,409+6.3% | Added |
| Prevail Innovative Wealth Advisors, LLC | 23,791 | $5.96M | 1.72% | +16,345+219.5% | Added |
| Midwest Professional Planners, LTD. | 23,808 | $5.96M | 1.78% | −1,864−7.3% | Reduced |
| Cooper/Haims Advisors, LLC | 23,817 | $5.96M | 3.38% | −326−1.4% | Reduced |
| Green Square Capital Advisors LLC | 23,838 | $5.97M | 0.84% | −1,738−6.8% | Reduced |
| Legacy Capital Wealth Partners, LLC | 23,856 | $5.97M | 1.48% | −2,490−9.5% | Reduced |
| Dodge & Cox | 23,868 | $5.98M | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 23,870 | $5.98M | 2.01% | −124−0.5% | Reduced |
| Well Done, LLC | 25,664 | $5.98M | 1.09% | 00.0% | Unchanged |
| Verum Partners LLC | 23,882 | $5.98M | 1.72% | −317−1.3% | Reduced |
| Global Strategic Investment Solutions, LLC | 23,886 | $5.98M | 0.70% | −830−3.4% | Reduced |
| Generation Capital Management LLC | 23,905 | $5.99M | 5.13% | +23,905 | New |
| Eight 31 Financial LLC | 23,924 | $5.99M | 4.50% | −15−0.1% | Reduced |
| Gordian Capital Singapore Pte Ltd | 23,949 | $6.00M | 3.16% | −18,750−43.9% | Reduced |
| Windsor Capital Management, LLC | 23,961 | $6.00M | 1.78% | −955−3.8% | Reduced |
| Elmwood Wealth Management, Inc. | 23,982 | $6.01M | 2.42% | +497+2.1% | Added |
| Cutler Investment Counsel LLC | 23,995 | $6.01M | 0.75% | +199+0.8% | Added |
| West Paces Advisors Inc. | 23,997 | $6.01M | 1.47% | −377−1.5% | Reduced |
| Royal Capital Wealth Management, LLC | 24,056 | $6.02M | 4.22% | −3,370−12.3% | Reduced |
| Centerpoint Advisory Group | 24,058 | $6.02M | 5.83% | +24,058 | New |
| Birmingham Capital Management Co Inc | 24,062 | $6.03M | 2.24% | −400−1.6% | Reduced |
| Amica Retiree Medical Trust | 24,086 | $6.03M | 5.71% | −2,872−10.7% | Reduced |
| Graphene Investments SAS | 24,100 | $6.04M | 4.17% | −3,700−13.3% | Reduced |
| Austin Wealth Management, LLC | 26,271 | $6.04M | 1.25% | +2,124+8.8% | Added |
| Red Wave Investments LLC | 24,128 | $6.04M | 2.11% | −393−1.6% | Reduced |
| Mayport, LLC | 24,192 | $6.06M | 1.79% | +1,016+4.4% | Added |
| Marvin & Palmer Associates Inc | 24,194 | $6.06M | 4.63% | +11,266+87.1% | Added |
| Financial Connections Group, Inc. | 24,216 | $6.06M | 2.91% | −49−0.2% | Reduced |
| Castleview Partners, LLC | 24,878 | $6.07M | 3.27% | −238−0.9% | Reduced |
| Clarendon Private LLC | 24,300 | $6.09M | 6.37% | +24,300 | New |
| Herbst Group, LLC | 24,316 | $6.09M | 3.80% | −2,600−9.7% | Reduced |
| Somerset Group LLC | 24,345 | $6.10M | 5.57% | −200−0.8% | Reduced |
| LVZ Advisors, Inc. | 24,354 | $6.10M | 0.78% | +771+3.3% | Added |
| Tanaka Capital Management Inc | 24,376 | $6.10M | 13.96% | −1,088−4.3% | Reduced |
| BankPlus Wealth Management LLC | 24,401 | $6.11M | 4.55% | +24,401 | New |
| DDFG, Inc | 24,416 | $6.11M | 1.76% | −427−1.7% | Reduced |
| Melfa Wealth Management, LLC | 24,446 | $6.12M | 4.09% | +727+3.1% | Added |
| Castle Wealth Management LLC | 24,495 | $6.13M | 2.41% | −933−3.7% | Reduced |
| Parvin Asset Management, LLC | 24,525 | $6.14M | 6.61% | +24,525 | New |
| Griffith & Werner, Inc. | 24,585 | $6.16M | 4.06% | +24,585 | New |
| Trustco Bank Corp N Y | 24,594 | $6.16M | 6.64% | −234−0.9% | Reduced |