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 |
|---|---|---|---|---|---|
| Nova Wealth Management, Inc. | 5,538 | $1.39M | 1.20% | +5,538 | New |
| Pacifica Capital Investments, LLC | 5,540 | $1.39M | 0.45% | 00.0% | Unchanged |
| Optimist Retirement Group LLC | 5,540 | $1.39M | 0.66% | +5+0.1% | Added |
| DBK Financial Counsel, LLC | 5,545 | $1.39M | 1.40% | +4+0.1% | Added |
| First Washington CORP | 5,550 | $1.39M | 0.49% | 00.0% | Unchanged |
| Afg Fiduciary Services Limited Partnership | 5,848 | $1.39M | 0.99% | +6+0.1% | Added |
| Sincerus Advisory, LLC | 5,555 | $1.39M | 1.49% | +5,555 | New |
| Joel Adams & Associates, Inc. | 5,563 | $1.39M | 1.27% | +5,563 | New |
| Smith Asset Management Co., LLC | 5,571 | $1.40M | 1.36% | +5,571 | New |
| Clearview Wealth Advisors LLC | 5,579 | $1.40M | 1.06% | −22−0.4% | Reduced |
| Beckerman Institutional, LLC | 5,587 | $1.40M | 1.12% | −336−5.7% | Reduced |
| Caxton Associates LP | 5,596 | $1.40M | 0.04% | −927−14.2% | Reduced |
| VGI Partners Ltd | 5,600 | $1.40M | 0.14% | +1,500+36.6% | Added |
| Chico Wealth RIA | 5,611 | $1.40M | 1.23% | −210−3.6% | Reduced |
| Higgins & Schmidt Wealth Strategies LLC | 5,619 | $1.41M | 0.88% | −633−10.1% | Reduced |
| Providence First Trust Co | 5,644 | $1.41M | 0.53% | −189−3.2% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 5,648 | $1.41M | 1.04% | +7+0.1% | Added |
| Gold Investment Management Ltd. | 5,659 | $1.42M | 0.60% | +3+0.1% | Added |
| Black Point Wealth Management | 5,665 | $1.42M | 1.64% | −600−9.6% | Reduced |
| Prepared Retirement Institute LLC | 5,668 | $1.42M | 0.81% | −1,479−20.7% | Reduced |
| Welch Capital Partners LLC | 5,685 | $1.42M | 0.31% | −78−1.4% | Reduced |
| Hobbs Wealth Management, LLC | 5,707 | $1.43M | 1.63% | +5,707 | New |
| First Fiduciary Investment Counsel, Inc. | 5,715 | $1.43M | 0.29% | +154+2.8% | Added |
| Prism Advisors, Inc. | 5,718 | $1.43M | 0.43% | −184−3.1% | Reduced |
| Aquire Wealth Advisors, LLC | 5,720 | $1.43M | 0.44% | +60+1.1% | Added |
| Adalta Capital Management LLC | 5,740 | $1.44M | 0.75% | 00.0% | Unchanged |
| Veridan Wealth LLC | 6,308 | $1.44M | 0.67% | +6,308 | New |
| Strategic Financial Partners, Ltd. | 5,743 | $1.44M | 0.73% | +1,697+41.9% | Added |
| Ackerman Capital Advisors, LLC | 5,752 | $1.44M | 0.38% | 00.0% | Unchanged |
| Visionary Horizons, LLC | 5,753 | $1.44M | 0.95% | +628+12.3% | Added |
| Compton Financial Group, LLC | 5,755 | $1.44M | 0.43% | +309+5.7% | Added |
| Vista Finance, LLC | 5,761 | $1.44M | 1.48% | −39−0.7% | Reduced |
| Durante & Waters, LLC | 5,762 | $1.44M | 1.19% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 5,767 | $1.44M | 0.57% | +9+0.2% | Added |
| Hilltop Wealth Advisors, LLC | 5,783 | $1.45M | 0.73% | +182+3.2% | Added |
| Elite Life Management LLC | 5,788 | $1.45M | 4.29% | +81+1.4% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 5,804 | $1.45M | 0.02% | −470−7.5% | Reduced |
| Hobart Private Capital, LLC | 5,826 | $1.46M | 0.36% | +1,145+24.5% | Added |
| Total Wealth Planning, LLC | 5,827 | $1.46M | 0.23% | +594+11.4% | Added |
| Red Tortoise LLC | 5,828 | $1.46M | 0.77% | 00.0% | Unchanged |
| Bush Investment Group, LLC | 5,846 | $1.46M | 1.14% | 00.0% | Unchanged |
| Guidance Capital, Inc | 6,573 | $1.46M | 0.45% | +942+16.7% | Added |
| GoalFusion Wealth Management, LLC | 5,857 | $1.47M | 0.80% | −285−4.6% | Reduced |
| Game Creek Capital, LP | 5,875 | $1.47M | 0.80% | −50−0.8% | Reduced |
| GG Group Ventures, LLC | 5,888 | $1.47M | 1.94% | +102+1.8% | Added |
| Prodigy Asset Management LLC | 5,889 | $1.47M | 1.26% | +5,889 | New |
| HC Advisors, LLC | 5,920 | $1.48M | 1.19% | +157+2.7% | Added |
| Stone House Investment Management, LLC | 5,936 | $1.49M | 0.38% | −176−2.9% | Reduced |
| Atlas Wealth Partners, LLC | 5,936 | $1.49M | 1.88% | −74−1.2% | Reduced |
| Cobblestone Asset Management LLC | 5,947 | $1.49M | 0.97% | 00.0% | Unchanged |
| Colrain Capital LLC | 5,948 | $1.49M | 1.46% | +5,948 | New |
| Sonoma Private Wealth LLC | 5,957 | $1.49M | 2.41% | +417+7.5% | Added |
| Stamos Capital Partners, L.P. | 5,960 | $1.49M | 0.35% | −2,660−30.9% | Reduced |
| Castellan Group, LLC | 5,974 | $1.50M | 0.65% | +192+3.3% | Added |
| Mork Capital Management, LLC | 6,000 | $1.50M | 0.99% | 00.0% | Unchanged |
| Pitti Group Wealth Management, LLC | 6,009 | $1.50M | 1.53% | −919−13.3% | Reduced |
| SWS Partners | 6,022 | $1.51M | 0.46% | +2,197+57.4% | Added |
| Synergy Investment Management, LLC | 6,035 | $1.51M | 0.65% | +6,035 | New |
| Hiley Hunt Wealth Management | 6,041 | $1.51M | 0.84% | +30+0.5% | Added |
| Wheelhouse Advisory Group LLC | 6,071 | $1.52M | 0.90% | −26−0.4% | Reduced |
| Mokosak Advisory Group, LLC | 6,074 | $1.52M | 0.46% | +7+0.1% | Added |
| Aull & Monroe Investment Management Corp | 6,078 | $1.52M | 0.78% | −25−0.4% | Reduced |
| Independent Family Office, LLC | 6,324 | $1.53M | 0.79% | −500−7.3% | Reduced |
| Concentric Capital Strategies, LP | 6,101 | $1.53M | 0.10% | −152,743−96.2% | Reduced |
| Donald L. Hagan, LLC | 6,112 | $1.53M | 0.79% | +25+0.4% | Added |
| SpringVest Wealth Management LLC | 6,121 | $1.53M | 1.31% | +6,121 | New |
| Silver Lake Advisory, LLC | 6,123 | $1.53M | 0.67% | +5+0.1% | Added |
| Cornerstone Advisors Asset Management, LLC | 6,128 | $1.53M | 0.33% | +373+6.5% | Added |
| Lighthouse Wealth Management Inc. | 6,129 | $1.53M | 1.41% | +6,129 | New |
| AMJ Financial Wealth Management | 6,150 | $1.54M | 0.43% | −87−1.4% | Reduced |
| Lutz Financial Services LLC | 6,151 | $1.54M | 0.12% | −235−3.7% | Reduced |
| Pacific Asset Management, LLC | 6,183 | $1.55M | 1.45% | +6,183 | New |
| Longview Financial Advisors LLC | 6,201 | $1.55M | 1.04% | +6,201 | New |
| Presilium Private Wealth, LLC | 6,204 | $1.55M | 0.36% | +25+0.4% | Added |
| Greenhouse Wealth Management, LLC | 6,207 | $1.55M | 1.03% | +100+1.6% | Added |
| Yoffe Investment Management, LLC | 6,212 | $1.56M | 2.31% | +6,212 | New |
| Ehrlich Financial Group | 6,218 | $1.56M | 1.11% | −37−0.6% | Reduced |
| Whalen Wealth Management Inc. | 6,220 | $1.56M | 1.08% | −9,571−60.6% | Reduced |
| Blue Barn Wealth, LLC | 6,237 | $1.56M | 0.82% | +848+15.7% | Added |
| Altrius Capital Management Inc | 6,285 | $1.57M | 0.42% | +1,991+46.4% | Added |
| Hyperion Capital Advisors LP | 6,293 | $1.58M | 0.81% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc./Texas | 6,295 | $1.58M | 0.93% | −377−5.7% | Reduced |
| Silver Oak Wealth Advisors Services, LLC | 6,302 | $1.58M | 1.38% | +6,302 | New |
| Lockerman Financial Group, Inc. | 6,311 | $1.58M | 2.69% | −55−0.9% | Reduced |
| Valley Financial Group, Inc. | 6,318 | $1.58M | 1.10% | +32+0.5% | Added |
| Global View Capital Management LLC | 6,496 | $1.58M | 0.56% | +6,496 | New |
| Maltin Wealth Management, Inc. | 6,330 | $1.59M | 0.78% | +1,365+27.5% | Added |
| Tepp RIA, LLC | 6,338 | $1.59M | 2.35% | +6,338 | New |
| Cullen Capital Management LLC | 6,344 | $1.59M | 0.02% | −100−1.6% | Reduced |
| Asset Planning Corporation | 6,349 | $1.59M | 1.00% | +200+3.3% | Added |
| SWMG, LLC | 7,111 | $1.59M | 0.63% | −169−2.3% | Reduced |
| Ipsen Advisor Group LLC | 6,357 | $1.59M | 1.36% | +6,357 | New |
| Squire Investment Management Company, LLC | 6,371 | $1.60M | 0.70% | +442+7.5% | Added |
| Stonekeep Investments, LLC | 6,371 | $1.60M | 1.19% | −256−3.9% | Reduced |
| North Point Portfolio Managers Corp | 6,401 | $1.60M | 0.28% | 00.0% | Unchanged |
| Beacon Harbor Wealth Advisors, Inc. | 6,407 | $1.60M | 0.37% | −25,857−80.1% | Reduced |
| Retirement Investment Advisors, Inc. | 6,416 | $1.61M | 0.17% | +39+0.6% | Added |
| Alternative Investment Advisors, LLC. | 6,427 | $1.61M | 0.84% | +596+10.2% | Added |
| Lifelong Wealth Advisors, Inc. | 6,441 | $1.61M | 0.73% | +6,441 | New |
| Tilson Financial Group, Inc. | 6,455 | $1.62M | 0.66% | −206−3.1% | Reduced |