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 7 sales; 6,149 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
- 5,671
- +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
- 2,609 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 | 6,149 | $2.80T |
| Q1 2026 | 6,134 | $2.40T |
| Q4 2025 | 6,130 | $2.61T |
| Q3 2025 | 5,616 | $2.35T |
| Q2 2025 | 5,599 | $1.93T |
| Q1 2025 | 5,607 | $2.08T |
| Q4 2024 | 5,671 | $2.36T |
| Q3 2024 | 5,105 | $2.17T |
| Q2 2024 | 5,132 | $1.98T |
| Q1 2024 | 5,023 | $1.61T |
| Q4 2023 | 4,976 | $1.81T |
| Q3 2023 | 4,618 | $1.60T |
| Q2 2023 | 4,594 | $1.82T |
| Q1 2023 | 4,524 | $1.55T |
| Q4 2022 | 4,555 | $1.21T |
| Q3 2022 | 4,346 | $1.29T |
| Q2 2022 | 4,339 | $1.28T |
| Q1 2022 | 4,390 | $1.66T |
| Q4 2021 | 4,402 | $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 |
|---|---|---|---|---|---|
| Livelsberger Financial Advisory | 1,731 | $433.4K | 20.30% | +2+0.1% | Added |
| Jim Saulnier & Associates, LLC | 1,736 | $434.6K | 0.38% | +20+1.2% | Added |
| Contravisory Investment Management, Inc. | 1,737 | $435.0K | 0.09% | +173+11.1% | Added |
| DORVAL Corp | 1,739 | $435.5K | 0.17% | +39+2.3% | Added |
| Babb Wealth Advisors LLC | 1,745 | $436.9K | 0.35% | +1,745 | New |
| Strategent Financial, LLC | 1,762 | $441.2K | 0.44% | +1,762 | New |
| Swan Global Investments, LLC | 1,777 | $445.0K | 0.02% | +748+72.7% | Added |
| Gutierrez Wealth Advisory, LLC | 1,783 | $446.5K | 0.37% | +1,783 | New |
| William B. Walkup & Associates, Inc. | 1,789 | $448.0K | 0.28% | +15+0.8% | Added |
| AF Advisors, Inc. | 1,794 | $449.1K | 0.06% | +1+0.1% | Added |
| Brown Financial Advisory | 1,798 | $450.4K | 0.32% | +433+31.7% | Added |
| ESL Trust Services, LLC | 1,802 | $451.3K | 0.10% | +400+28.5% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 1,810 | $453.0K | 0.36% | +1,730+2,162.5% | Added |
| Kitching Partners, LLC | 1,820 | $455.8K | 0.58% | +427+30.7% | Added |
| Ironwood Investment Management LLC | 1,836 | $459.8K | 0.23% | 00.0% | Unchanged |
| Williamson Legacy Group, LLC | 1,836 | $459.8K | 0.31% | −683−27.1% | Reduced |
| GEN Financial Management, INC. | 1,847 | $462.5K | 0.30% | +1,847 | New |
| Advantage Trust Co | 1,855 | $464.5K | 0.27% | −250−11.9% | Reduced |
| Idaho Trust Bank | 1,933 | $484.1K | 0.24% | −799−29.2% | Reduced |
| Kickstand Ventures, LLC. | 1,934 | $484.2K | 0.12% | −187−8.8% | Reduced |
| Stage Harbor Financial, LLC | 1,938 | $485.3K | 0.42% | −258−11.7% | Reduced |
| Conscious Wealth Investments, LLC | 2,126 | $488.9K | 0.33% | +8+0.4% | Added |
| Beaumont Asset Management, L.L.C. | 1,960 | $490.8K | 0.28% | −30−1.5% | Reduced |
| ArborFi Advisors, LLC | 1,963 | $491.6K | 0.49% | +1,963 | New |
| Columbia River Financial Group, LLC | 1,968 | $492.0K | 0.34% | +1,968 | New |
| Adaptive Financial Consulting, LLC | 1,967 | $492.6K | 0.20% | −150−7.1% | Reduced |
| Twin City Private Wealth, LLC | 1,974 | $494.4K | 0.44% | +970+96.6% | Added |
| FSA Investment Group, LLC | 2,123 | $495.3K | 0.43% | +2,123 | New |
| Investment Management Corp | 1,982 | $496.2K | 0.44% | +1,982 | New |
| swisspartners Advisors Ltd | 2,188 | $497.4K | 0.54% | 00.0% | Unchanged |
| Insight Financial Services | 1,996 | $500.1K | 0.39% | +226+12.8% | Added |
| Corepath Wealth Partners LLC | 2,144 | $500.1K | 0.49% | −478−18.2% | Reduced |
| BancFirst Trust & Investment Management | 1,983 | $500.2K | 0.22% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 2,000 | $500.8K | 0.21% | +200+11.1% | Added |
| Intrinsic Value Partners, LLC | 2,012 | $503.8K | 0.51% | 00.0% | Unchanged |
| Dean, Jacobson Financial Services, LLC | 2,013 | $504.1K | 0.38% | +56+2.9% | Added |
| Marmo Financial Group, LLC | 2,018 | $505.2K | 0.27% | +41+2.1% | Added |
| Stack Financial Management, Inc | 2,021 | $506.1K | 0.05% | −80−3.8% | Reduced |
| Theory Financial LLC | 2,031 | $508.6K | 0.21% | +1,000+97.0% | Added |
| Envision Financial LLC | 2,043 | $511.6K | 0.41% | +2,043 | New |
| Fiduciary Family Office, LLC | 2,052 | $513.9K | 0.15% | −437,417−99.5% | Reduced |
| New Harbor Financial Group, LLC | 2,052 | $513.9K | 0.15% | −20−1.0% | Reduced |
| BFI Infinity Ltd. | 2,060 | $515.9K | 0.56% | +2,060 | New |
| Carolina Wealth Advisors, LLC | 2,062 | $516.4K | 0.28% | −1,427−40.9% | Reduced |
| Aspect Partners, LLC | 2,067 | $517.7K | 0.30% | −16−0.8% | Reduced |
| GatePass Capital, LLC | 2,085 | $522.1K | 0.57% | +2,085 | New |
| Trademark Financial Management, LLC | 2,086 | $522.3K | 0.41% | −58−2.7% | Reduced |
| Atlantic Private Wealth, LLC | 2,089 | $523.0K | 0.39% | +321+18.2% | Added |
| Kraft Asset Management, LLC | 2,205 | $524.5K | 0.41% | −101−4.4% | Reduced |
| Martin Capital Partners, LLC | 2,100 | $526.0K | 0.62% | −1,236−37.1% | Reduced |
| NFC Investments, LLC | 2,100 | $526.0K | 0.15% | 00.0% | Unchanged |
| Hassell Wealth Management, LLC | 2,209 | $526.4K | 0.21% | +10.0% | Added |
| NorthLanding Financial Partners, LLC | 2,122 | $531.5K | 0.54% | +10.0% | Added |
| Orcam Financial Group | 2,127 | $532.6K | 0.52% | −22−1.0% | Reduced |
| H&H Retirement Design & Management INC | 2,180 | $535.4K | 0.33% | −271−11.1% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 2,353 | $535.7K | 0.34% | 00.0% | Unchanged |
| Continuum Wealth Advisors, LLC | 2,141 | $536.1K | 0.27% | +265+14.1% | Added |
| Horizon Advisory Services, Inc. | 2,148 | $538.0K | 0.31% | −76−3.4% | Reduced |
| Balanced Rock Investment Advisor | 2,149 | $538.1K | 0.43% | +98+4.8% | Added |
| Hibernia Wealth Partners, LLC | 2,151 | $538.5K | 0.41% | −10,454−82.9% | Reduced |
| Goodwin Investment Advisory | 2,172 | $544.0K | 0.28% | +16+0.7% | Added |
| Beacon Capital Management, Inc. | 2,174 | $544.5K | 0.02% | −45−2.0% | Reduced |
| O'Neil Global Advisors, Inc. | 2,190 | $548.0K | 0.16% | −34,650−94.1% | Reduced |
| Andina Capital Management, LLC | 2,195 | $549.7K | 0.45% | −69−3.0% | Reduced |
| Schoolcraft Capital LLC | 2,201 | $551.2K | 0.12% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 2,288 | $552.7K | 0.15% | +241+11.8% | Added |
| Sherbrooke Park Advisers LLC | 2,231 | $558.7K | 0.18% | +462+26.1% | Added |
| Inlight Wealth Management, LLC | 2,249 | $563.3K | 0.37% | +2,249 | New |
| Global Wealth Management, LLC | 2,251 | $563.8K | 0.36% | +2+0.1% | Added |
| Leverty Financial Group, LLC | 2,270 | $568.4K | 0.29% | −350−13.4% | Reduced |
| Keene & Associates, Inc. | 2,293 | $574.2K | 0.46% | +172+8.1% | Added |
| Scholtz & Company, LLC | 2,307 | $577.7K | 0.28% | −1,143−33.1% | Reduced |
| Absolute Capital Management, LLC | 2,300 | $580.2K | 0.32% | −108−4.5% | Reduced |
| VERITY Wealth Advisors | 2,318 | $580.5K | 0.42% | 00.0% | Unchanged |
| Jordan Park Trust Co LLC | 2,334 | $584.5K | 0.49% | +2,334 | New |
| Arlington Capital Management, Inc. | 2,338 | $585.6K | 0.40% | −165−6.6% | Reduced |
| Southern Style Financial, Inc. | 2,345 | $587.5K | 0.48% | +2,345 | New |
| Corrado Advisors, LLC | 2,356 | $589.9K | 0.38% | −239−9.2% | Reduced |
| Randolph Co Inc | 2,365 | $592.2K | 0.07% | −46−1.9% | Reduced |
| Versor Investments LP | 2,384 | $597.0K | 0.10% | +2,384 | New |
| LifePlan Financial, LLC | 2,387 | $597.8K | 0.53% | −131−5.2% | Reduced |
| Navis Wealth Advisors, LLC | 2,387 | $597.8K | 0.65% | +61+2.6% | Added |
| AIFG Consultants Ltd. | 2,388 | $598.1K | 0.98% | −184−7.2% | Reduced |
| Ground Swell Capital, LLC | 2,394 | $599.5K | 1.31% | −6,085−71.8% | Reduced |
| OneAscent Family Office, LLC | 2,395 | $600.0K | 1.09% | +2,395 | New |
| Fairholme Capital Management LLC | 2,400 | $601.0K | 0.05% | 00.0% | Unchanged |
| Dahring | Cusmano LLC | 2,406 | $602.5K | 0.55% | +2,406 | New |
| Mizuho Securities Co. Ltd. | 2,390 | $602.8K | 9.10% | +1,460+157.0% | Added |
| Harvest Investment Advisors, LLC | 2,407 | $602.8K | 0.42% | −1,236−33.9% | Reduced |
| Bestgate Wealth Advisors, LLC | 2,420 | $606.0K | 1.22% | +2,420 | New |
| Lauer Wealth, LLC | 2,421 | $606.3K | 0.41% | −198−7.6% | Reduced |
| Massachusetts Institute of Technology | 2,410 | $607.8K | 0.09% | +2,410 | New |
| Morton Community Bank | 2,444 | $612.0K | 0.16% | 00.0% | Unchanged |
| Vestment Financial LLC | 2,535 | $615.8K | 0.47% | +2,535 | New |
| Shearwater Capital LLC | 2,465 | $617.3K | 0.42% | −35−1.4% | Reduced |
| Louisbourg Investments Inc. | 2,940 | $621.8K | 0.16% | 00.0% | Unchanged |
| Knott David M Jr | 2,494 | $624.5K | 0.23% | 00.0% | Unchanged |
| West Tower Group, LLC | 2,500 | $626.0K | 1.39% | +2,000+400.0% | Added |
| Rice Hall James & Associates, LLC | 2,510 | $628.6K | 0.03% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 2,513 | $629.0K | 0.41% | −168−6.3% | Reduced |