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 |
|---|---|---|---|---|---|
| Sound Stewardship, LLC | 3,257 | $815.7K | 0.48% | +91+2.9% | Added |
| Axiom Financial Strategies, LLC | 3,258 | $815.9K | 0.46% | −398−10.9% | Reduced |
| Ameraudi Asset Management, Inc. | 3,258 | $815.9K | 0.45% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 3,264 | $817.2K | 0.76% | +3,264 | New |
| Daner Wealth Management, LLC | 3,447 | $819.1K | 0.60% | +3,447 | New |
| Legacy Wealth Management, Inc | 3,277 | $820.6K | 0.05% | +30+0.9% | Added |
| Avid Wealth Partners LLC | 3,281 | $821.6K | 0.58% | −371−10.2% | Reduced |
| Main Line Retirement Advisors, LLC | 3,293 | $824.7K | 0.54% | +56+1.7% | Added |
| Schulz Wealth, LTD. | 3,301 | $826.6K | 0.63% | −268−7.5% | Reduced |
| BCU Wealth Advisors, LLC | 3,306 | $827.9K | 0.47% | +3+0.1% | Added |
| Opulen Financial Group LLC | 3,316 | $830.4K | 0.75% | +3,316 | New |
| Mandatum Life Insurance Co Ltd | 3,318 | $830.9K | 0.25% | −300−8.3% | Reduced |
| NDWM LLC | 3,320 | $831.4K | 0.69% | +2+0.1% | Added |
| Enhancing Capital LLC | 3,338 | $835.9K | 0.67% | +3,338 | New |
| Joule Financial, LLC | 3,343 | $837.2K | 0.30% | +189+6.0% | Added |
| Brevan Howard Capital Management LP | 3,353 | $839.7K | 0.02% | +3,353 | New |
| Forum Private Client Group LLC | 3,364 | $842.5K | 0.38% | +695+26.0% | Added |
| Legacy Solutions, LLC | 3,373 | $844.8K | 0.92% | +3,373 | New |
| Signature Resources Capital Management, LLC | 3,380 | $846.3K | 0.76% | +2+0.1% | Added |
| DHK Financial Advisors, Inc. | 3,385 | $847.6K | 0.51% | 00.0% | Unchanged |
| Traction Financial Partners, LLC | 3,397 | $850.7K | 0.66% | +79+2.4% | Added |
| Darrow Company, Inc. | 3,401 | $851.7K | 0.49% | 00.0% | Unchanged |
| TL Private Wealth | 3,584 | $852.5K | 0.38% | +10.0% | Added |
| BG Investment Services, Inc. | 3,408 | $853.3K | 0.86% | +3,408 | New |
| Salzhauer Michael | 3,418 | $855.9K | 0.44% | 00.0% | Unchanged |
| Aurdan Capital Management, LLC | 3,420 | $856.4K | 0.33% | +3,420 | New |
| City Center Advisors, LLC | 3,425 | $857.7K | 0.96% | +110+3.3% | Added |
| Siligmueller & Norvid Wealth Advisors LLC | 3,458 | $866.0K | 0.37% | +3,458 | New |
| Raub Brock Capital Management LP | 3,472 | $869.4K | 0.18% | +2+0.1% | Added |
| Hoese & Co LLP | 3,472 | $869.5K | 0.75% | +2,160+164.6% | Added |
| MontVue Capital Management, Inc. | 3,476 | $870.5K | 0.66% | 00.0% | Unchanged |
| Capstone Capital Wealth Advisors | 3,486 | $873.0K | 0.71% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 3,488 | $873.4K | 0.62% | −11,740−77.1% | Reduced |
| Standard Family Office LLC | 3,493 | $874.7K | 1.06% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 3,497 | $875.7K | 0.25% | 00.0% | Unchanged |
| Ulysses Management LLC | 3,500 | $876.5K | 0.20% | −1,500−30.0% | Reduced |
| Hoya Capital Real Estate, LLC | 3,500 | $876.5K | 16.54% | 00.0% | Unchanged |
| Phraction Management LLC | 3,500 | $876.5K | 0.31% | 00.0% | Unchanged |
| Silverberg Bernstein Capital Management LLC | 3,500 | $876.5K | 0.77% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 3,502 | $876.9K | 0.71% | +3,502 | New |
| Whitcomb & Hess, Inc. | 3,505 | $877.7K | 0.27% | −8−0.2% | Reduced |
| PDT Partners, LLC | 3,508 | $878.5K | 0.08% | −2,352−40.1% | Reduced |
| Team Financial Group, LLC | 3,511 | $879.2K | 0.50% | +4+0.1% | Added |
| Sage Financial Management Group, Inc. | 3,513 | $880.0K | 0.33% | −65−1.8% | Reduced |
| Horizons Wealth Management | 3,532 | $884.5K | 0.69% | −101−2.8% | Reduced |
| Integras Partners LLC | 3,554 | $890.4K | 0.76% | +3,554 | New |
| Cambridge Capital Management, LLC | 3,557 | $890.7K | 0.57% | −230−6.1% | Reduced |
| Strengthening Families & Communities, LLC | 3,558 | $891.0K | 0.51% | −69,613−95.1% | Reduced |
| Vista Private Wealth Partners. LLC | 3,560 | $891.6K | 0.35% | +15+0.4% | Added |
| Hart & Patterson Financial Group LLC | 3,574 | $895.0K | 0.43% | −192−5.1% | Reduced |
| Scott Capital Advisors, LLC | 3,821 | $895.6K | 0.26% | −229−5.7% | Reduced |
| O'Connor Financial Group LLC | 3,578 | $896.0K | 0.47% | +41+1.2% | Added |
| Caitlin John, LLC | 3,580 | $896.5K | 0.61% | +2+0.1% | Added |
| Weybosset Research & Management LLC | 3,588 | $899.0K | 0.31% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 3,600 | $901.5K | 1.04% | +3,600 | New |
| Guardian Wealth Advisors, LLC | 3,601 | $901.8K | 0.58% | −123−3.3% | Reduced |
| Horizon Financial Services, LLC | 3,602 | $901.9K | 0.51% | +7+0.2% | Added |
| Lord & Richards Wealth Management, LLC | 3,605 | $902.8K | 1.91% | +3,605 | New |
| Taylor, Cottrill, Erickson & Associates, Inc. | 3,606 | $903.2K | 0.31% | +2+0.1% | Added |
| Allie Family Office LLC | 3,631 | $907.1K | 0.50% | +150+4.3% | Added |
| Straightline Group LLC | 3,628 | $908.4K | 0.60% | +3,628 | New |
| Innovator Capital Management, LLC | 3,631 | $909.3K | 17.90% | +2,154+145.8% | Added |
| Evergreen Advisors, LLC | 3,636 | $910.4K | 0.25% | +532+17.1% | Added |
| Boston Standard Wealth Management, LLC | 3,636 | $911.0K | 0.18% | −149−3.9% | Reduced |
| Lam Group, Inc. | 3,459 | $915.0K | 0.65% | −195−5.3% | Reduced |
| LPF Advisors LLC | 3,663 | $917.3K | 0.77% | +1,375+60.1% | Added |
| Kennon-Green & Company, LLC | 3,664 | $917.5K | 0.79% | −15−0.4% | Reduced |
| Cooksen Wealth, LLC | 3,668 | $918.5K | 0.84% | 00.0% | Unchanged |
| Fischer Investment Strategies, LLC | 3,671 | $919.2K | 0.73% | +3+0.1% | Added |
| Keating Investment Counselors Inc | 3,682 | $922.0K | 0.29% | −64−1.7% | Reduced |
| Archer Investment Management, LLC | 3,684 | $922.6K | 0.57% | +3,684 | New |
| Spectrum Planning & Advisory Services Inc. | 3,709 | $928.8K | 0.81% | +750+25.3% | Added |
| Kieckhefer Group LLC | 3,712 | $929.6K | 0.56% | +3,712 | New |
| Parker Financial LLC | 3,726 | $933.1K | 0.46% | −62−1.6% | Reduced |
| Private Wealth Group, LLC | 3,740 | $936.7K | 0.46% | −7−0.2% | Reduced |
| Armor Investment Advisors, LLC | 3,748 | $938.6K | 0.39% | +3+0.1% | Added |
| American Alpha Advisors, LLC | 3,757 | $940.8K | 0.86% | −272−6.8% | Reduced |
| J2 Capital Management Inc | 3,761 | $941.8K | 0.88% | +3,761 | New |
| Sharp Financial Services, LLC | 3,763 | $942.4K | 0.72% | −337−8.2% | Reduced |
| Lowe Wealth Advisors, LLC | 3,767 | $943.2K | 0.40% | +124+3.4% | Added |
| Keeley-Teton Advisors, LLC | 3,772 | $944.6K | 0.11% | −8−0.2% | Reduced |
| Note Advisors, LLC | 3,774 | $945.2K | 0.84% | +3,774 | New |
| Hanseatic Management Services Inc | 3,775 | $945.3K | 1.20% | +48+1.3% | Added |
| CMC Financial Group | 3,776 | $945.5K | 2.02% | +10+0.3% | Added |
| Ball & Co Wealth Management Inc. | 3,782 | $947.0K | 0.75% | +3,782 | New |
| Fluent Financial, LLC | 3,787 | $948.3K | 0.42% | −135−3.4% | Reduced |
| Treynor Bancshares, Inc. | 3,790 | $949.2K | 1.00% | −71−1.8% | Reduced |
| USAdvisors Wealth Management, LLC | 3,793 | $950.0K | 0.31% | −339−8.2% | Reduced |
| Capital CS Group, LLC | 3,797 | $951.0K | 1.27% | +6+0.2% | Added |
| Capital Management Corp | 3,822 | $957.0K | 0.17% | +62+1.6% | Added |
| Strategic Equity Management | 3,831 | $959.4K | 0.40% | +1,891+97.5% | Added |
| AtlasMark Financial, Inc | 3,848 | $963.6K | 0.89% | 00.0% | Unchanged |
| Cyr Financial Inc. | 3,850 | $964.0K | 0.88% | −178−4.4% | Reduced |
| Ridgewood Investments LLC | 3,852 | $964.5K | 0.47% | +927+31.7% | Added |
| Oak Wealth Advisors LLC | 3,855 | $965.3K | 0.74% | +3,855 | New |
| Everstar Asset Management, LLC | 3,857 | $965.9K | 0.68% | +255+7.1% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 3,859 | $966.4K | 0.39% | −674−14.9% | Reduced |
| Emergent Wealth Advisors, LLC | 3,864 | $967.5K | 0.70% | +3+0.1% | Added |
| Parkworth Wealth Management, Inc. | 3,888 | $973.7K | 0.81% | +3,888 | New |
| Morningstar Investment Services LLC | 3,899 | $976.0K | 0.09% | −71,674−94.8% | Reduced |