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; 6,150 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 | 6,150 | $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 |
|---|---|---|---|---|---|
| Diversified Investment Strategies, LLC | 2,535 | $634.8K | 0.41% | −80−3.1% | Reduced |
| Sunesis Advisors, LLC | 2,541 | $636.3K | 0.39% | +460+22.1% | Added |
| Financial Architects, LLC | 2,545 | $637.3K | 0.41% | −170−6.3% | Reduced |
| Beacon Financial Strategies CORP | 2,557 | $640.3K | 0.43% | −30−1.2% | Reduced |
| Erickson Financial Group, LLC | 2,566 | $642.6K | 0.46% | 00.0% | Unchanged |
| Leading Edge Financial Planning LLC | 2,572 | $644.0K | 0.21% | −68−2.6% | Reduced |
| Davis Wealth Advisors, LLC | 2,578 | $645.6K | 0.71% | +2,578 | New |
| Principia Wealth Advisory, LLC | 2,589 | $648.4K | 0.61% | +2,589 | New |
| Beddow Capital Management Inc | 2,600 | $651.0K | 0.27% | 00.0% | Unchanged |
| Peloton Wealth Strategists | 2,607 | $653.0K | 0.26% | +248+10.5% | Added |
| MAS Advisors LLC | 2,608 | $653.1K | 1.10% | 00.0% | Unchanged |
| PACK Private Wealth, LLC | 2,610 | $653.6K | 0.38% | 00.0% | Unchanged |
| Avalon Advisory Group | 2,622 | $656.6K | 0.30% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 2,625 | $657.3K | 3.30% | +2,555+3,650.0% | Added |
| Sugar Maple Asset Management, LLC | 2,630 | $658.7K | 0.50% | −1,947−42.5% | Reduced |
| Alpha Financial Advisors, LLC | 2,638 | $660.6K | 0.30% | −189−6.7% | Reduced |
| Berkeley, Inc | 2,643 | $661.9K | 0.34% | −2,643−50.0% | Reduced |
| Three Cord True Wealth Management, LLC | 2,644 | $662.2K | 0.57% | +2,644 | New |
| Yardley Wealth Management LLC | 2,717 | $663.0K | 0.32% | +1,016+59.7% | Added |
| Stegner Investment Associates Inc. | 2,651 | $663.9K | 0.44% | +27+1.0% | Added |
| True Link Financial Advisors, LLC | 2,652 | $664.0K | 0.06% | +19+0.7% | Added |
| Rolek Wealth Management LLC | 2,680 | $671.2K | 0.53% | +2,680 | New |
| PVG Asset Management Corp | 2,685 | $672.4K | 3.18% | +2,685 | New |
| Northeast Planning Associates, Inc. | 2,688 | $673.1K | 0.70% | +2,688 | New |
| Wallace Hart LLC | 2,691 | $673.9K | 0.54% | +525+24.2% | Added |
| Lunt Capital Management, Inc. | 2,695 | $674.9K | 0.26% | −52−1.9% | Reduced |
| Riverwater Partners LLC | 2,731 | $683.9K | 0.33% | −1,254−31.5% | Reduced |
| Martel Wealth Advisors Inc | 2,742 | $686.7K | 0.13% | −84−3.0% | Reduced |
| Capital Wealth Management, LLC | 2,777 | $695.4K | 0.30% | +2+0.1% | Added |
| Verisail Partners, LLC | 2,789 | $698.4K | 0.33% | +2,789 | New |
| Kahn Brothers Group Inc | 2,792 | $699.0K | 0.15% | +300+12.0% | Added |
| Mizuho Bank, Ltd. | 2,800 | $701.2K | 0.20% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 2,820 | $706.2K | 3.36% | +395+16.3% | Added |
| Twele Capital Management, Inc. | 2,837 | $710.5K | 0.15% | −211−6.9% | Reduced |
| Coerente Capital Management | 2,855 | $714.9K | 0.13% | −10−0.3% | Reduced |
| Tull Financial Group, Inc. | 2,874 | $719.8K | 0.43% | +409+16.6% | Added |
| Moneywise, Inc. | 2,880 | $721.2K | 0.36% | −9−0.3% | Reduced |
| Stonehaven Wealth & Tax Solutions, LLC | 2,880 | $721.2K | 0.79% | +2,880 | New |
| Severin Investments, LLC | 2,880 | $721.3K | 0.72% | +2,880 | New |
| Dynamic Wealth Strategies, LLC | 2,884 | $722.2K | 0.64% | −6−0.2% | Reduced |
| Cadence Wealth Management LLC | 2,886 | $722.6K | 0.48% | +458+18.9% | Added |
| MTM Financial Group, LLC | 2,891 | $724.0K | 0.43% | −289−9.1% | Reduced |
| Frontier Asset Management, LLC | 2,900 | $726.1K | 0.24% | +1,041+56.0% | Added |
| Ontario Teachers Pension Plan Board | 2,903 | $727.0K | 0.01% | +2,903 | New |
| LifeGuide Financial Advisors, LLC | 2,906 | $727.7K | 0.31% | +741+34.2% | Added |
| Crestmont Private Wealth LLC | 2,908 | $728.2K | 0.33% | −258−8.1% | Reduced |
| American Asset Management Inc. | 2,910 | $728.7K | 0.74% | 00.0% | Unchanged |
| Left Brain Wealth Management, LLC | 2,916 | $730.2K | 0.28% | +69+2.4% | Added |
| Investment Planning Advisors, Inc. | 2,923 | $732.0K | 0.32% | −62−2.1% | Reduced |
| S&T Bank | 2,926 | $732.7K | 0.23% | +93+3.3% | Added |
| Infinity Wealth Counsel, LLC | 2,935 | $735.0K | 0.78% | +2,935 | New |
| Schwallier Wealth Management LLC | 2,937 | $735.5K | 0.56% | +261+9.8% | Added |
| Ridgeline Wealth, LLC | 2,952 | $739.2K | 0.60% | +2,952 | New |
| Global Value Investment Corp. | 2,955 | $740.0K | 0.79% | +2,955 | New |
| Core Wealth Management, Inc. | 2,957 | $740.5K | 0.29% | −11−0.4% | Reduced |
| Investments & Financial Planning, LLC | 2,975 | $744.9K | 0.46% | +2+0.1% | Added |
| Arcadia Wealth Management, LLC | 2,976 | $745.3K | 0.38% | −231−7.2% | Reduced |
| Mallini Complete Financial Planning LLC | – | $745.6K | 0.71% | – | New |
| Hapanowicz & Associates Financial Services, Inc | 2,982 | $746.8K | 0.38% | +180+6.4% | Added |
| Luminvest Wealth Management LLC | 2,985 | $747.5K | 0.30% | −655−18.0% | Reduced |
| Quarry LP | 2,988 | $748.3K | 0.15% | +2,951+7,975.7% | Added |
| VanderPol Investments L.L.C. | 2,990 | $748.5K | 1.64% | +205+7.4% | Added |
| Walker Financial Services, Inc. | 2,989 | $748.7K | 0.44% | +86+3.0% | Added |
| Prairiewood Capital, LLC | 2,995 | $750.0K | 0.32% | 00.0% | Unchanged |
| Codex Capital Asset Management L.L.C. | 3,000 | $751.3K | 0.34% | 00.0% | Unchanged |
| Foundry Financial Group, Inc. | 3,013 | $754.5K | 0.47% | +87+3.0% | Added |
| TKG Advisors, LLC | 3,413 | $760.3K | 0.35% | +753+28.3% | Added |
| Gleason Group, Inc. | 3,054 | $764.8K | 0.13% | −776−20.3% | Reduced |
| Tanglewood Wealth Management, Inc. | 3,056 | $765.3K | 0.09% | +663+27.7% | Added |
| Quarry Hill Advisors, LLC | 3,062 | $766.7K | 0.52% | 00.0% | Unchanged |
| Copley Financial Group, Inc. | 3,065 | $767.5K | 0.59% | −137−4.3% | Reduced |
| Financial Futures Ltd Liability Co. | 3,069 | $768.6K | 0.44% | −181−5.6% | Reduced |
| Boyar Asset Management Inc. | 3,071 | $769.0K | 0.51% | 00.0% | Unchanged |
| Magnolia Wealth Management, LLC | 3,074 | $769.8K | 0.54% | −6−0.2% | Reduced |
| Watchman Group, Inc. | 3,084 | $772.3K | 0.20% | −532−14.7% | Reduced |
| Legacy Investment Solutions, LLC | 3,407 | $775.5K | 0.51% | +77+2.3% | Added |
| Legacy Wealth Managment, LLC | 3,407 | $775.5K | 0.51% | +77+2.3% | Added |
| Bluestem Financial Advisors, LLC | 3,101 | $776.6K | 0.37% | +94+3.1% | Added |
| Wall Street Financial Group, Inc. | 3,101 | $776.6K | 0.76% | +704+29.4% | Added |
| Clark Estates Inc | 3,111 | $779.1K | 0.15% | 00.0% | Unchanged |
| Arrien Investments, Inc. | 3,303 | $784.8K | 0.56% | −149−4.3% | Reduced |
| Quest 10 Wealth Builders, Inc. | 3,134 | $784.8K | 0.78% | +3,134 | New |
| Stuart Chaussee & Associates, Inc. | 3,137 | $785.5K | 0.19% | +287+10.1% | Added |
| SRN Advisors, LLC | 3,147 | $788.1K | 0.70% | −1,051−25.0% | Reduced |
| Graham Capital Wealth Management, LLC | 3,150 | $788.8K | 0.68% | 00.0% | Unchanged |
| Johnson Financial Group, LLC | 3,164 | $792.4K | 0.09% | −147−4.4% | Reduced |
| Oceanside Advisors LLC | 3,191 | $799.1K | 0.60% | +493+18.3% | Added |
| Anfield Capital Management, LLC | 3,196 | $800.3K | 0.29% | −427−11.8% | Reduced |
| Ecofi Investissements SA | 3,450 | $800.5K | 0.49% | −200−5.5% | Reduced |
| Citrine Capital LLC | 3,198 | $800.8K | 0.59% | +3,198 | New |
| Level Wealth Management LLC | 3,200 | $801.4K | 0.57% | +3,200 | New |
| Cravens & Co Advisors, LLC | 3,218 | $805.9K | 0.61% | −39−1.2% | Reduced |
| Manning & Napier Advisors LLC | 3,220 | $806.4K | 0.01% | −153,854−98.0% | Reduced |
| Hickory Asset Management, Inc. | 3,224 | $807.4K | 0.69% | +3,224 | New |
| Kinloch Capital, LLC | 3,227 | $808.2K | 0.41% | −50−1.5% | Reduced |
| Cornerstone Financial Group, LLC | 3,228 | $808.4K | 0.80% | +3,228 | New |
| PMG Wealth Management, Inc. | 3,232 | $809.3K | 0.74% | +3,232 | New |
| L.K. Benson & Company, P.C. | 3,242 | $811.8K | 0.57% | +3,242 | New |
| Oberweis Asset Management Inc | 3,243 | $812.0K | 0.04% | −49−1.5% | Reduced |
| Cavalier Investments, LLC | 3,249 | $813.6K | 0.27% | −24,375−88.2% | Reduced |