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 |
|---|---|---|---|---|---|
| Advisory Resource Group | 24,594 | $6.16M | 1.31% | +131+0.5% | Added |
| Second Line Capital, LLC | 24,605 | $6.16M | 1.66% | −390−1.6% | Reduced |
| Hartford Funds Management Co LLC | 24,619 | $6.17M | 0.56% | +1,992+8.8% | Added |
| Blankinship & Foster, LLC | 24,622 | $6.17M | 1.52% | −3,024−10.9% | Reduced |
| LifeWealth Investments, LLC | 24,627 | $6.17M | 4.09% | +24,627 | New |
| KWMG, LLC | 24,678 | $6.18M | 0.64% | −56−0.2% | Reduced |
| Addison Capital Co | 24,698 | $6.18M | 2.46% | −829−3.2% | Reduced |
| AGH Wealth Advisors, LLC | 24,698 | $6.18M | 5.73% | +24,698 | New |
| Bridgewealth Advisory Group, LLC | 25,633 | $6.19M | 1.75% | +5,253+25.8% | Added |
| Sykon Capital LLC | 24,731 | $6.19M | 2.13% | +159+0.6% | Added |
| BTG Pactual Asset Management US LLC | 24,774 | $6.20M | 0.80% | −7,604−23.5% | Reduced |
| CFC Planning Co LLC | 24,777 | $6.20M | 6.65% | +24,777 | New |
| Aldebaran Financial Inc. | 24,609 | $6.21M | 7.25% | −4,703−16.0% | Reduced |
| Cannon Advisors, Inc. | 24,838 | $6.22M | 5.29% | −4,343−14.9% | Reduced |
| My Personal CFO, LLC | 24,843 | $6.22M | 3.19% | +125+0.5% | Added |
| Group One Trading, L.P. | 24,847 | $6.22M | 0.21% | +21,675+683.3% | Added |
| Intellectus Partners, LLC | 24,873 | $6.23M | 1.38% | −293−1.2% | Reduced |
| Victory Financial Group, LLC | 24,887 | $6.23M | 1.64% | +24,887 | New |
| Collaborative Wealth Managment Inc. | 24,890 | $6.23M | 2.83% | −1,549−5.9% | Reduced |
| Elser Financial Planning, Inc | 24,943 | $6.25M | 0.37% | −379−1.5% | Reduced |
| PFW Advisors LLC | 24,946 | $6.25M | 1.92% | +24,946 | New |
| American Capital Advisory, LLC | 24,989 | $6.26M | 3.47% | −439−1.7% | Reduced |
| LongView Asset Management LLC | 24,990 | $6.26M | 5.45% | +24,990 | New |
| Herald Investment Management Ltd | 25,000 | $6.26M | 1.02% | 00.0% | Unchanged |
| Auto-Owners Insurance Co | 25,000 | $6.26M | 0.14% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 25,003 | $6.26M | 1.05% | −530−2.1% | Reduced |
| ICW Investment Advisors LLC | 25,023 | $6.27M | 2.62% | −67−0.3% | Reduced |
| Fullcircle Wealth LLC | 25,950 | $6.27M | 2.56% | −647−2.4% | Reduced |
| Park Capital Management, LLC | 25,074 | $6.28M | 7.51% | +25,074 | New |
| Y.D. More Investments Ltd | 25,089 | $6.28M | 0.57% | −16,695−40.0% | Reduced |
| Cornerstone Planning Group LLC | 27,335 | $6.28M | 1.54% | +8,108+42.2% | Added |
| Arbor Investment Advisors, LLC | 25,091 | $6.28M | 0.89% | −34,920−58.2% | Reduced |
| American State Bank (Iowa) | 25,140 | $6.30M | 3.79% | −248−1.0% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 25,168 | $6.30M | 2.11% | +77+0.3% | Added |
| UBS Oconnor LLC | 25,180 | $6.31M | 0.16% | +13,714+119.6% | Added |
| Court Place Advisors, LLC | 25,203 | $6.31M | 2.05% | +833+3.4% | Added |
| InTrack Investment Management Inc | 27,065 | $6.31M | 4.41% | +3,104+13.0% | Added |
| Worth Financial Advisory Group, LLC | 25,217 | $6.31M | 3.89% | −13,997−35.7% | Reduced |
| Tandem Capital Management Corp | 25,234 | $6.32M | 3.38% | −327−1.3% | Reduced |
| Paragon Financial Partners, Inc. | 25,248 | $6.32M | 4.76% | −3,385−11.8% | Reduced |
| Eldridge Investment Advisors, Inc. | 25,248 | $6.32M | 1.47% | −45−0.2% | Reduced |
| Austin Asset Management Co Inc | 25,256 | $6.32M | 1.26% | −892−3.4% | Reduced |
| Prudent Man Advisors, LLC | 24,789 | $6.33M | 2.30% | −1,667−6.3% | Reduced |
| Connective Capital Management, LLC | 25,295 | $6.33M | 7.38% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 25,301 | $6.34M | 3.84% | +95+0.4% | Added |
| Meridian Management Co | 25,372 | $6.35M | 1.67% | −8,352−24.8% | Reduced |
| Tevis Investment Management | 25,378 | $6.36M | 4.72% | −142−0.6% | Reduced |
| Luts & Greenleigh Group, Inc | 25,380 | $6.36M | 6.28% | +2,018+8.6% | Added |
| Baker Tilly Wealth Management, LLC | 25,382 | $6.36M | 2.49% | +783+3.2% | Added |
| Schrum Private Wealth Management LLC | 25,418 | $6.37M | 5.39% | +802+3.3% | Added |
| PrairieView Partners, LLC | 25,421 | $6.37M | 0.67% | +70.0% | Added |
| Creekmur Asset Management LLC | 25,427 | $6.37M | 1.46% | +186+0.7% | Added |
| MeadowBrook Investment Advisors LLC | 25,442 | $6.37M | 5.65% | −483−1.9% | Reduced |
| E&G Advisors, LP | 25,475 | $6.38M | 1.73% | −409−1.6% | Reduced |
| WPWealth LLP | 25,482 | $6.38M | 1.30% | −599−2.3% | Reduced |
| Evergreen Private Wealth LLC | 25,539 | $6.40M | 3.00% | −262−1.0% | Reduced |
| MOKAN Wealth Management Inc. | 25,563 | $6.40M | 4.07% | +25,563 | New |
| Sentry LLC | 25,580 | $6.41M | 1.25% | −3,907−13.2% | Reduced |
| Firethorn Wealth Partners, LLC | 25,588 | $6.41M | 3.18% | +701+2.8% | Added |
| Spahn Wealth & Retirement LLC | 25,594 | $6.41M | 4.20% | +25,594 | New |
| Addison Advisors LLC | 25,645 | $6.42M | 1.79% | −959−3.6% | Reduced |
| Rockingstone Advisors LLC | 25,653 | $6.42M | 2.84% | +1,076+4.4% | Added |
| Marest Capital, LLC | 25,654 | $6.42M | 5.19% | +64+0.3% | Added |
| Wilkins Investment Counsel Inc | 25,688 | $6.43M | 0.93% | +1,295+5.3% | Added |
| Aspire Private Capital, LLC | 25,713 | $6.44M | 1.60% | +3,415+15.3% | Added |
| Cook Wealth Management Group LLC | 28,796 | $6.44M | 3.02% | +9,523+49.4% | Added |
| Ashburton (Jersey) Ltd | 25,734 | $6.44M | 2.84% | −46,591−64.4% | Reduced |
| Partners Wealth Management, LLC | 25,734 | $6.44M | 7.33% | +25,734 | New |
| Wiser Advisor Group LLC | 25,748 | $6.45M | 9.38% | +106+0.4% | Added |
| Wagner Wealth Management, LLC | 25,769 | $6.45M | 1.66% | +687+2.7% | Added |
| Sentinus, LLC | 25,772 | $6.45M | 1.89% | +743+3.0% | Added |
| Unio Capital LLC | 25,784 | $6.46M | 2.31% | −3,385−11.6% | Reduced |
| Curran Financial Partners, LLC | 25,785 | $6.46M | 1.70% | +895+3.6% | Added |
| Leslie Global Wealth, LLC | 25,788 | $6.46M | 3.00% | −254−1.0% | Reduced |
| Heritage Wealth Management, Inc. | 25,829 | $6.47M | 5.52% | +808+3.2% | Added |
| Lion Street Advisors, LLC | 25,828 | $6.47M | 2.06% | −889−3.3% | Reduced |
| Hidden Cove Wealth Management, LLC | 25,861 | $6.48M | 5.26% | +25,861 | New |
| Alaska Permanent Fund Corp | 25,886 | $6.48M | 0.10% | 00.0% | Unchanged |
| Impact Asset Management GmbH | 25,901 | $6.49M | 2.56% | −900−3.4% | Reduced |
| McRae Capital Management Inc | 25,909 | $6.49M | 1.27% | −80−0.3% | Reduced |
| Doliver Advisors, LP | 25,921 | $6.49M | 1.80% | −90.0% | Reduced |
| Alliance Wealth Advisors, LLC | 25,921 | $6.49M | 1.67% | −928−3.5% | Reduced |
| Peterson Wealth Management | 25,924 | $6.49M | 3.86% | +1,911+8.0% | Added |
| Archvest Wealth Advisors, Inc. | 25,965 | $6.50M | 4.71% | +929+3.7% | Added |
| Maia Wealth LLC | 28,299 | $6.51M | 1.40% | +1,875+7.1% | Added |
| Prosperity Wealth Management, Inc. | 25,991 | $6.51M | 2.68% | −313−1.2% | Reduced |
| Capasso Planning Partners LLC | 25,992 | $6.51M | 2.60% | −25,211−49.2% | Reduced |
| JBF Capital, Inc. | 26,000 | $6.51M | 1.12% | 00.0% | Unchanged |
| First Financial Group Corp | 25,999 | $6.51M | 7.20% | +25,999 | New |
| Cantor Fitzgerald, L. P. | 26,023 | $6.52M | 0.25% | +5,854+29.0% | Added |
| Butensky & Cohen Financial Security, Inc | 26,024 | $6.52M | 2.05% | −57−0.2% | Reduced |
| Pinnacle Family Advisors, LLC | 26,165 | $6.55M | 3.17% | −726−2.7% | Reduced |
| Saranac Partners Ltd | 26,204 | $6.56M | 3.62% | −171−0.6% | Reduced |
| New World Advisors LLC | 26,239 | $6.57M | 1.58% | +592+2.3% | Added |
| Thompson David Blair | 26,261 | $6.58M | 4.79% | +26,261 | New |
| Financial Advisors, LLC | 26,351 | $6.60M | 1.27% | +905+3.6% | Added |
| Lynx Investment Advisory | 26,389 | $6.61M | 4.51% | +529+2.0% | Added |
| Clarity Capital Partners LLC | 26,403 | $6.61M | 3.43% | −152−0.6% | Reduced |
| Prostatis Group LLC | 26,406 | $6.61M | 1.93% | +5,918+28.9% | Added |
| FORA Capital, LLC | 26,434 | $6.62M | 0.76% | +26,434 | New |