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 |
|---|---|---|---|---|---|
| Keystone Financial Services | 3,900 | $976.7K | 0.37% | 00.0% | Unchanged |
| PMV Capital Advisers, LLC | 3,901 | $976.9K | 2.63% | +3,901 | New |
| Freestate Advisors LLC | 3,905 | $977.9K | 1.01% | −45−1.1% | Reduced |
| Roble, Belko & Company, Inc | 3,926 | $983.0K | 0.16% | +145+3.8% | Added |
| Attessa Capital LLC | 3,935 | $985.3K | 0.67% | +3,935 | New |
| Proathlete Wealth Management LLC | 3,952 | $989.2K | 0.37% | +151+4.0% | Added |
| Mawer Investment Management Ltd. | 3,960 | $991.7K | 0.00% | +1,000+33.8% | Added |
| Mission Hills Financial Advisory, LLC | 3,963 | $992.4K | 0.77% | +748+23.3% | Added |
| Passive Capital Management, LLC. | 3,983 | $997.4K | 0.35% | −282−6.6% | Reduced |
| Manuka Financial, LLC | 3,990 | $999.1K | 0.67% | +3,990 | New |
| ArrowMark Colorado Holdings LLC | 3,992 | $999.7K | 0.01% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 4,024 | $1.01M | 0.85% | +4,024 | New |
| Clark Wealth Partners | 4,031 | $1.01M | 0.78% | +4,031 | New |
| Two West Capital Advisors LLC | 4,036 | $1.01M | 0.87% | +326+8.8% | Added |
| Unison Advisors LLC | 4,046 | $1.01M | 0.12% | 00.0% | Unchanged |
| FFG Partners, LLC | 4,047 | $1.01M | 0.36% | +26+0.6% | Added |
| Ashford Capital Management Inc | 4,053 | $1.01M | 0.12% | −223−5.2% | Reduced |
| Legacy Advisory Services, LLC | 4,056 | $1.02M | 0.87% | −453−10.0% | Reduced |
| ADG Wealth Management Group, LLC | 4,075 | $1.02M | 0.91% | +4,075 | New |
| Drum Hill Capital, LLC | 4,075 | $1.02M | 1.27% | +4,075 | New |
| LifeGoal Wealth Advisors | 4,080 | $1.02M | 1.11% | +4,080 | New |
| LPWM LLC | 4,089 | $1.02M | 0.33% | −25−0.6% | Reduced |
| Charis Legacy Partners, LLC | 4,095 | $1.03M | 2.09% | +4,095 | New |
| Penbrook Management LLC | 4,104 | $1.03M | 0.70% | 00.0% | Unchanged |
| Monument Group Wealth Advisors, LLC | 4,124 | $1.03M | 0.73% | −2,012−32.8% | Reduced |
| Precision Wealth Strategies, LLC | 4,133 | $1.03M | 0.80% | +443+12.0% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 4,140 | $1.04M | 0.19% | 00.0% | Unchanged |
| Shariaportfolio, Inc. | 4,149 | $1.04M | 0.49% | +200+5.1% | Added |
| Israel Discount Bank of New York | 4,151 | $1.04M | 0.76% | −73−1.7% | Reduced |
| Passumpsic Savings Bank | 4,154 | $1.04M | 0.65% | +626+17.7% | Added |
| Marquette Asset Management, LLC | 4,181 | $1.05M | 0.17% | −8,505−67.0% | Reduced |
| Straight Path Wealth Management | 4,201 | $1.05M | 0.42% | −9−0.2% | Reduced |
| Tillman Hartley LLC | 4,217 | $1.06M | 0.30% | −378−8.2% | Reduced |
| Windsor Advisory Group, LLC | 4,217 | $1.06M | 1.23% | −1,143−21.3% | Reduced |
| Galibier Capital Management Ltd. | 4,235 | $1.06M | 0.30% | −1,400−24.8% | Reduced |
| BCK Partners, Inc. | 4,237 | $1.06M | 0.65% | −100−2.3% | Reduced |
| Long Island Wealth Management, Inc. | 4,243 | $1.06M | 0.66% | +60+1.4% | Added |
| Capital A Wealth Management, LLC | 4,243 | $1.06M | 1.76% | +4,243 | New |
| Thornburg Investment Management Inc | 4,248 | $1.06M | 0.01% | −3,982−48.4% | Reduced |
| Solano Wealth Investment Advisors LLC | 4,252 | $1.06M | 0.64% | +4,252 | New |
| Rise Advisors, LLC | 4,254 | $1.07M | 0.51% | −198−4.4% | Reduced |
| Valued Wealth Advisors LLC | 4,260 | $1.07M | 0.67% | +327+8.3% | Added |
| AG Asset Advisory, LLC | 4,261 | $1.07M | 1.06% | +4,261 | New |
| Kaufman Rossin Wealth, LLC | 4,262 | $1.07M | 1.10% | +4,262 | New |
| HFG Advisors, Inc. | 4,281 | $1.07M | 0.94% | +161+3.9% | Added |
| Phillips Wealth Planners LLC | 4,528 | $1.07M | 1.07% | −1,153−20.3% | Reduced |
| Reston Wealth Management LLC | 4,299 | $1.08M | 0.40% | −158−3.5% | Reduced |
| Wolverine Asset Management LLC | 4,305 | $1.08M | 0.02% | +4,305 | New |
| Crown Oak Advisors, LLC | 4,313 | $1.08M | 0.56% | +4,313 | New |
| Ted Buchan & Co | 4,314 | $1.08M | 0.51% | −183−4.1% | Reduced |
| Grunden Financial Advisory, Inc. | 4,322 | $1.08M | 0.52% | +1,101+34.2% | Added |
| Fairman Group, LLC | 4,322 | $1.08M | 0.89% | −399−8.5% | Reduced |
| Significant Wealth Partners LLC | 4,329 | $1.08M | 0.56% | +28+0.7% | Added |
| McNamara Financial Services, Inc. | 4,329 | $1.08M | 0.25% | −3,847−47.1% | Reduced |
| Western Financial Corp | 4,331 | $1.08M | 0.60% | +10.0% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 4,356 | $1.09M | 0.49% | −13−0.3% | Reduced |
| Unconventional Investor, LLC | 4,374 | $1.10M | 0.66% | +10.0% | Added |
| XY Planning Network, Inc. | 4,376 | $1.10M | 0.82% | +4,376 | New |
| Aigen Investment Management, LP | 4,380 | $1.10M | 0.19% | +4,380 | New |
| Axq Capital, LP | 4,388 | $1.10M | 0.49% | +4,388 | New |
| ZynergyRetirementPlanningLLC | 4,734 | $1.10M | 0.78% | 00.0% | Unchanged |
| Burk Holdings LLC | 4,409 | $1.10M | 0.89% | +4,409 | New |
| Klein Pavlis & Peasley Financial, Inc. | 4,414 | $1.11M | 0.89% | −40−0.9% | Reduced |
| Spectrum Investment Advisors, Inc. | 4,419 | $1.11M | 0.74% | +3+0.1% | Added |
| Gimbal Financial | 4,435 | $1.11M | 0.91% | −23−0.5% | Reduced |
| Innovative Wealth Building LLC | 4,450 | $1.11M | 1.01% | +4,450 | New |
| Keystone Financial Services, LLC | 4,454 | $1.12M | 1.02% | +4,454 | New |
| Comprehensive Money Management Services LLC | 4,494 | $1.13M | 0.93% | +4,494 | New |
| Boyd Wealth Management, LLC | 4,496 | $1.13M | 0.56% | +37+0.8% | Added |
| Wealth Watch Advisors, INC | 4,783 | $1.13M | 0.70% | +4,783 | New |
| Luken Investment Analytics, LLC | 4,529 | $1.13M | 0.53% | 00.0% | Unchanged |
| Value Partners Investments Inc. | 4,541 | $1.14M | 0.64% | +247+5.8% | Added |
| LFA - Lugano Financial Advisors SA | 4,538 | $1.14M | 0.74% | +160+3.7% | Added |
| AJ Advisors, LLC | 4,547 | $1.14M | 0.59% | +20.0% | Added |
| von Borstel & Associates, Inc. | 4,564 | $1.14M | 0.45% | +282+6.6% | Added |
| McMill Wealth Management | 4,571 | $1.14M | 0.46% | +4,571 | New |
| James Hambro & Partners | 4,584 | $1.15M | 0.05% | −433−8.6% | Reduced |
| Hurley Capital, LLC | 4,638 | $1.15M | 0.92% | +4,638 | New |
| Camelot Portfolios, LLC | 4,593 | $1.15M | 1.24% | −264−5.4% | Reduced |
| Endowment Wealth Management, Inc. | 4,606 | $1.15M | 0.77% | +31+0.7% | Added |
| SwitchPoint Financial Planning, LLC | 4,607 | $1.15M | 1.10% | +4,607 | New |
| Treasure Coast Financial Planning | 4,612 | $1.15M | 0.76% | +23+0.5% | Added |
| Lanham O'Dell & Company, Inc. | 4,617 | $1.16M | 0.63% | −204−4.2% | Reduced |
| Plan A Wealth LLC | 4,618 | $1.16M | 1.06% | +4,618 | New |
| Fusion Family Wealth LLC | 4,626 | $1.16M | 0.11% | +286+6.6% | Added |
| Equita Financial Network, Inc. | 4,645 | $1.16M | 0.42% | +383+9.0% | Added |
| Friedenthal Financial | 4,648 | $1.16M | 0.68% | +4,070+704.2% | Added |
| Perkins Capital Management Inc | 4,650 | $1.16M | 1.03% | 00.0% | Unchanged |
| Great Oak Capital Partners, LLC | 4,985 | $1.17M | 0.39% | +7+0.1% | Added |
| Topel & Distasi Wealth Management, LLC | 4,673 | $1.17M | 0.50% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 4,674 | $1.17M | 0.97% | −199−4.1% | Reduced |
| Kropog Financial Group, LLC | 4,676 | $1.17M | 1.07% | +4,676 | New |
| Pachira Investments Inc. | 4,648 | $1.17M | 0.72% | +20.0% | Added |
| Grove Street Fiduciary, LLC | 4,688 | $1.17M | 0.62% | +4,688 | New |
| Gruss & Co., LLC | 4,700 | $1.18M | 5.02% | +1,000+27.0% | Added |
| Strategies Wealth Advisors, LLC | 4,983 | $1.18M | 0.15% | +4,983 | New |
| Michael S. Ryan, Inc. | 4,719 | $1.18M | 0.80% | −203−4.1% | Reduced |
| Forte Asset Management LLC | 4,731 | $1.18M | 0.63% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 4,735 | $1.19M | 0.88% | +4+0.1% | Added |
| Argyle Capital Management Inc. | 4,745 | $1.19M | 0.47% | 00.0% | Unchanged |