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 |
|---|---|---|---|---|---|
| Silver Coast Investments LLC | 4,760 | $1.19M | 0.45% | −26−0.5% | Reduced |
| Tandem Wealth Advisors LLC | 4,761 | $1.19M | 0.61% | +172+3.7% | Added |
| Petra Financial Advisors Inc | 4,779 | $1.20M | 0.81% | +26+0.5% | Added |
| Sightline Wealth Advisors, LLC | 4,781 | $1.20M | 0.65% | +10.0% | Added |
| Avant Capital LLC | 4,800 | $1.20M | 1.00% | +4,800 | New |
| Reaves W H & Co Inc | 4,800 | $1.20M | 0.03% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 4,800 | $1.20M | 0.66% | +4,800 | New |
| Tacita Capital Inc | 4,809 | $1.20M | 0.86% | −83−1.7% | Reduced |
| Green Alpha Advisors, LLC | 4,815 | $1.21M | 0.97% | −331−6.4% | Reduced |
| Stordahl Capital Management, Inc. | 4,821 | $1.21M | 0.29% | +354+7.9% | Added |
| Michels Family Financial, LLC | 4,832 | $1.21M | 1.11% | +4,832 | New |
| Foundation Wealth Management, LLC | 4,840 | $1.21M | 0.59% | +4,840 | New |
| AlpenGlobal Capital LLC | 4,860 | $1.22M | 0.79% | +4,860 | New |
| Merkkuri Wealth Advisors LLC | 4,862 | $1.22M | 0.96% | +31+0.6% | Added |
| Foundry Partners, LLC | 4,870 | $1.22M | 0.06% | +925+23.4% | Added |
| Strathmore Capital Advisors, Inc. | 4,874 | $1.22M | 0.89% | +4,874 | New |
| Kingdom Financial Group LLC. | 4,876 | $1.22M | 0.83% | −3−0.1% | Reduced |
| Ridgepath Capital Management LLC | 4,877 | $1.22M | 0.56% | −1,151−19.1% | Reduced |
| Madden Advisory Services, Inc. | 4,886 | $1.22M | 0.57% | −93−1.9% | Reduced |
| High Probability Advisors, LLC | 4,902 | $1.23M | 0.22% | −48−1.0% | Reduced |
| Oregon Pacific Wealth Management, LLC | 4,910 | $1.23M | 1.21% | +4,910 | New |
| Graver Capital Management, LLC | 4,919 | $1.23M | 1.29% | +4,919 | New |
| Keener Financial Planning LLC | 4,928 | $1.23M | 0.73% | +515+11.7% | Added |
| True Vision MN LLC | 4,928 | $1.23M | 0.73% | −171−3.4% | Reduced |
| A&I Financial Services, LLC | 4,928 | $1.23M | 1.20% | +4,928 | New |
| Seven Post Investment Office LP | 4,951 | $1.24M | 0.47% | −7,029−58.7% | Reduced |
| Horizon Bancorp Inc | 4,970 | $1.25M | 0.59% | +86+1.8% | Added |
| Persium Advisors, LLC | 4,972 | $1.25M | 1.23% | +4,972 | New |
| Seros Financial, LLC | 5,927 | $1.25M | 1.12% | +5,927 | New |
| Lane Generational LLC | 4,987 | $1.25M | 1.22% | 00.0% | Unchanged |
| Sagace Wealth Management LLC | 4,996 | $1.25M | 0.94% | −420−7.8% | Reduced |
| Walleye Trading LLC | 5,000 | $1.25M | 0.02% | 00.0% | Unchanged |
| Stephen J. Garry & Associates, LLC | 5,002 | $1.25M | 1.16% | −1,098−18.0% | Reduced |
| FSR Wealth Management Ltd. | 5,002 | $1.25M | 1.57% | +5,002 | New |
| Wealth Management Nebraska | 5,037 | $1.26M | 0.21% | +5,037 | New |
| Sheridan Capital Management, LLC | 5,045 | $1.26M | 0.89% | +18+0.4% | Added |
| Beacon Wealthcare LLC | 5,046 | $1.26M | 0.51% | −258−4.9% | Reduced |
| James Reed Financial Services, Inc. | 5,048 | $1.26M | 1.32% | +5,048 | New |
| Iron Horse Wealth Management, LLC | 5,060 | $1.27M | 0.43% | +248+5.2% | Added |
| TAGStone Capital, Inc. | 5,062 | $1.27M | 0.62% | +1,445+40.0% | Added |
| Poplar Forest Capital LLC | 5,067 | $1.27M | 0.23% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 5,072 | $1.27M | 0.26% | +5,072 | New |
| Spurstone Advisory Services, LLC | 5,076 | $1.27M | 24.20% | +5,076 | New |
| New England Professional Planning Group Inc. | 5,079 | $1.27M | 0.63% | +135+2.7% | Added |
| Friday Financial | 5,088 | $1.27M | 0.88% | +5,088 | New |
| Retirement Financial Solutions, LLC | 5,095 | $1.28M | 0.69% | −65−1.3% | Reduced |
| denkapparat Operations GmbH | 5,102 | $1.28M | 1.89% | +5,102 | New |
| McGrath & Associates, Inc. | 5,106 | $1.28M | 2.58% | +5,106 | New |
| Greenfield Seitz Capital Management, LLC | 5,108 | $1.28M | 0.49% | +298+6.2% | Added |
| Hunter Perkins Capital Management, LLC | 5,111 | $1.28M | 0.27% | 00.0% | Unchanged |
| American Financial & Tax Strategies Inc | 5,113 | $1.28M | 0.66% | 00.0% | Unchanged |
| Albert D Mason Inc | 5,115 | $1.28M | 0.86% | −1,816−26.2% | Reduced |
| Fairway Wealth LLC | 5,118 | $1.28M | 0.58% | +4,011+362.3% | Added |
| Portland Investment Counsel Inc. | 5,134 | $1.29M | 0.33% | 00.0% | Unchanged |
| Tumwater Wealth Management, LLC | 5,139 | $1.29M | 0.67% | +5,139 | New |
| Warburton Capital Management, LLC | 5,167 | $1.29M | 0.97% | +5,167 | New |
| Sanctuary Wealth Management, L.L.C. | 5,166 | $1.29M | 0.86% | 00.0% | Unchanged |
| Timonier Family Office, LTD. | 5,181 | $1.30M | 0.67% | +5,181 | New |
| Covey Capital Advisors, LLC | 5,187 | $1.30M | 1.48% | 00.0% | Unchanged |
| Entrewealth, LLC | 5,744 | $1.30M | 1.20% | +5,744 | New |
| O'Keefe Stevens Advisory, Inc. | 5,194 | $1.30M | 0.40% | +1,026+24.6% | Added |
| JMG Financial Group, Ltd. | 5,201 | $1.30M | 0.04% | −248−4.6% | Reduced |
| Curio Wealth, LLC | 5,205 | $1.30M | 0.70% | +5,205 | New |
| TrueWealth Financial Partners | 5,210 | $1.30M | 0.81% | 00.0% | Unchanged |
| BayBridge Capital Group, LLC | 5,213 | $1.31M | 0.95% | +650+14.2% | Added |
| Hardin Capital Partners, LLC | 5,218 | $1.31M | 0.79% | +82+1.6% | Added |
| Barnett & Company, Inc. | 5,234 | $1.31M | 0.86% | +412+8.5% | Added |
| Guardian Wealth Management, Inc. | 5,237 | $1.31M | 0.89% | +5+0.1% | Added |
| Beacon Financial Planning, Inc | 5,239 | $1.31M | 0.76% | +3+0.1% | Added |
| LWM Advisors Inc | 5,240 | $1.31M | 1.32% | +5,240 | New |
| Compass Financial Services Inc | 5,241 | $1.31M | 0.74% | +5,241 | New |
| Mainsail Financial Group, LLC | 5,245 | $1.31M | 0.76% | +10.0% | Added |
| Kraft, Davis & Associates, LLC | 5,615 | $1.32M | 0.38% | −439−7.3% | Reduced |
| Priebe Wealth Holdings LLC | 5,279 | $1.32M | 0.90% | +566+12.0% | Added |
| TSA Wealth Managment LLC | 5,288 | $1.32M | 0.54% | +20+0.4% | Added |
| Optima Capital LLC | 5,353 | $1.34M | 0.92% | +5,353 | New |
| Flagship Private Wealth, LLC | 5,369 | $1.34M | 0.65% | +20.0% | Added |
| Sirios Capital Management L P | 5,372 | $1.35M | 0.24% | −187−3.4% | Reduced |
| First International Bank & Trust | 5,404 | $1.35M | 0.44% | −811−13.0% | Reduced |
| Cornerstone National Bank & Trust Co | 5,417 | $1.36M | 0.62% | −20−0.4% | Reduced |
| Credit Industriel Et Commercial | 5,420 | $1.36M | 0.36% | +5,420 | New |
| Connective Portfolio Management, LLC | 5,420 | $1.36M | 2.02% | +5,420 | New |
| Copia Wealth Management | 5,421 | $1.36M | 1.29% | +5,421 | New |
| Centricity Wealth Management, LLC | 5,422 | $1.36M | 1.27% | +5,422 | New |
| Hummer Financial Advisory Services Inc | 5,437 | $1.36M | 1.08% | 00.0% | Unchanged |
| Awm Capital, LLC | 5,440 | $1.36M | 0.17% | +479+9.7% | Added |
| Genesis Private Wealth, LLC | 5,441 | $1.36M | 0.75% | +5,441 | New |
| Seaside Wealth Management, Inc. | 5,442 | $1.36M | 0.50% | +111+2.1% | Added |
| Hoge Financial Services, LLC | 5,450 | $1.36M | 1.00% | +487+9.8% | Added |
| Jentner Corp | 5,454 | $1.37M | 0.40% | +10.0% | Added |
| Sharkey, Howes & Javer | 5,467 | $1.37M | 0.19% | +399+7.9% | Added |
| Alpha Financial Partners, LLC | 5,470 | $1.37M | 1.08% | −785−12.5% | Reduced |
| Van Strum & Towne Inc. | 5,472 | $1.37M | 0.48% | +450+9.0% | Added |
| Evolution Advisers, Inc. | 5,489 | $1.37M | 0.75% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 5,507 | $1.38M | 0.16% | −12−0.2% | Reduced |
| Fulcrum Equity Management | 5,510 | $1.38M | 1.36% | +77+1.4% | Added |
| Ninepoint Partners LP | 5,511 | $1.38M | 0.22% | +793+16.8% | Added |
| Columbia Advisory Partners LLC | 5,526 | $1.38M | 1.29% | −263−4.5% | Reduced |
| Bare Financial Services, Inc | 5,528 | $1.38M | 0.56% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 5,531 | $1.38M | 0.78% | −359−6.1% | Reduced |