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 |
|---|---|---|---|---|---|
| David Wealth Management LLC | 6,462 | $1.62M | 1.34% | +6,462 | New |
| Arkansas Financial Group, Inc. | 6,465 | $1.62M | 0.26% | −398−5.8% | Reduced |
| USA Financial Portformulas Corp | 6,469 | $1.62M | 0.25% | −791−10.9% | Reduced |
| Broyhill Asset Management | 6,473 | $1.62M | 1.43% | +6,473 | New |
| Adapt Wealth Advisors, LLC | 6,481 | $1.62M | 0.80% | +57+0.9% | Added |
| Rodgers & Associates, LTD | 6,491 | $1.63M | 0.19% | −50−0.8% | Reduced |
| Martin Worley Group | 6,492 | $1.63M | 1.02% | +6,492 | New |
| Broadway Wealth Solutions, Inc. | 6,502 | $1.63M | 1.23% | +6,502 | New |
| Alamar Capital Management, LLC | 6,502 | $1.63M | 0.89% | −214−3.2% | Reduced |
| Boulder Wealth Advisors, LLC | 6,504 | $1.63M | 0.84% | −181−2.7% | Reduced |
| Partners in Financial Planning | 6,527 | $1.63M | 0.33% | −255−3.8% | Reduced |
| Dynamic Financial Group | 6,535 | $1.64M | 1.66% | +6,535 | New |
| Ti-Trust, Inc | 6,537 | $1.64M | 1.10% | −50−0.8% | Reduced |
| PFS Partners, LLC | 6,542 | $1.64M | 0.89% | −48−0.7% | Reduced |
| Kilter Group LLC | 6,565 | $1.64M | 1.07% | +6,565 | New |
| Thompson Davis & Co., Inc. | 6,570 | $1.65M | 1.06% | +361+5.8% | Added |
| Delta Wealth Advisors LLC | 6,582 | $1.65M | 1.55% | −30.0% | Reduced |
| Verus Wealth Management, LLC | 6,583 | $1.65M | 1.85% | +6,583 | New |
| LGT Financial Advisors LLC | 6,612 | $1.66M | 3.66% | +423+6.8% | Added |
| Optivise Advisory Services LLC | 6,637 | $1.66M | 0.90% | +1,248+23.2% | Added |
| Battery Global Advisors, LLC | 6,638 | $1.66M | 0.89% | +30.0% | Added |
| Summit Investment Advisors, Inc. | 6,887 | $1.66M | 1.48% | +6,887 | New |
| Seneschal Advisors, LLC | 6,644 | $1.66M | 1.39% | +6,644 | New |
| Unique Wealth Strategies, LLC | 6,650 | $1.67M | 0.73% | +128+2.0% | Added |
| Stanich Group LLC | 6,696 | $1.68M | 1.25% | +6,696 | New |
| Quantum Financial Planning Services, Inc. | 6,711 | $1.68M | 0.93% | +6,711 | New |
| ARK & TLK Investments, LLC | 6,725 | $1.68M | 0.59% | −1,130−14.4% | Reduced |
| Millington Financial Advisors, LLC | 7,393 | $1.69M | 0.98% | +19+0.3% | Added |
| Financial Guidance Group, Inc. | 6,740 | $1.69M | 0.92% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 6,745 | $1.69M | 0.61% | −1,056−13.5% | Reduced |
| Biltmore Wealth Management, LLC | 6,746 | $1.69M | 0.70% | −81−1.2% | Reduced |
| Meriwether Wealth & Planning, LLC | 6,750 | $1.69M | 1.20% | +6,750 | New |
| 5T Wealth, LLC | 6,753 | $1.69M | 0.93% | +6,753 | New |
| BCK Capital Management LP | 6,758 | $1.69M | 1.22% | 00.0% | Unchanged |
| Advisor Resource Council | 6,758 | $1.69M | 1.21% | −37,652−84.8% | Reduced |
| Rocky Mountain Advisers, LLC | 6,762 | $1.69M | 0.50% | +10.0% | Added |
| Signal Tree Financial Partners LLC | 6,769 | $1.70M | 1.99% | +6,769 | New |
| PFG Private Wealth Management, LLC | 6,805 | $1.70M | 0.97% | +6+0.1% | Added |
| Cedar Point Capital Partners, LLC | 6,805 | $1.70M | 1.15% | +56+0.8% | Added |
| Gibson Wealth Advisors LLC | 6,829 | $1.71M | 1.41% | −66−1.0% | Reduced |
| Websterrogers Financial Advisors, LLC | 6,836 | $1.71M | 0.59% | +2,329+51.7% | Added |
| D. Scott Neal, Inc. | 6,847 | $1.71M | 0.94% | 00.0% | Unchanged |
| SFM, LLC | 6,857 | $1.72M | 1.21% | −232−3.3% | Reduced |
| WPG Advisers, LLC | 6,865 | $1.72M | 1.60% | +6,865 | New |
| Trellis Wealth Advisors LLC | 6,865 | $1.72M | 0.86% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 6,876 | $1.72M | 0.30% | +190+2.8% | Added |
| Highland Financial Advisors, LLC | 6,884 | $1.72M | 0.60% | +663+10.7% | Added |
| ASB Consultores, LLC | 6,888 | $1.72M | 0.72% | +727+11.8% | Added |
| Covestor Ltd | 6,890 | $1.73M | 1.08% | +169+2.5% | Added |
| Baron Financial Group, LLC | 6,901 | $1.73M | 1.07% | +20.0% | Added |
| Hughes Financial Services, LLC | 6,908 | $1.73M | 0.36% | +6,908 | New |
| Truefg, LLC | 6,912 | $1.73M | 0.57% | +1,522+28.2% | Added |
| Scientech Research LLC | 6,913 | $1.73M | 0.49% | +1,267+22.4% | Added |
| Omega Financial Group, LLC | 6,919 | $1.73M | 0.66% | +352+5.4% | Added |
| Axecap Investments, LLC | 6,948 | $1.74M | 1.31% | +5+0.1% | Added |
| Shelton Wealth Management, LLC | 6,966 | $1.74M | 0.96% | +35+0.5% | Added |
| Aspiring Ventures, LLC | 7,597 | $1.75M | 1.10% | +7,597 | New |
| Stone Run Capital, LLC | 6,980 | $1.75M | 0.69% | −100−1.4% | Reduced |
| Newport Capital Group, LLC | 6,982 | $1.75M | 1.29% | +212+3.1% | Added |
| Earnest Partners LLC | 6,984 | $1.75M | 0.01% | −32−0.5% | Reduced |
| Jordan Park Group LLC | 7,002 | $1.75M | 0.13% | +20.0% | Added |
| City National Bank of Florida | 7,003 | $1.75M | 1.60% | +7,003 | New |
| Oliver Luxxe Assets LLC | 7,532 | $1.75M | 0.32% | 00.0% | Unchanged |
| Prentiss Smith & Co Inc | 7,009 | $1.76M | 1.15% | −165−2.3% | Reduced |
| Fortis Advisors, LLC | 7,023 | $1.76M | 1.15% | +18+0.3% | Added |
| Stegent Equity Advisors, Inc. | 7,035 | $1.76M | 1.79% | −386−5.2% | Reduced |
| Marshall Financial Group Inc | 7,047 | $1.76M | 0.54% | +20.0% | Added |
| Mason Investment Advisory Services, Inc. | 7,048 | $1.76M | 0.10% | +115+1.7% | Added |
| Eagle Bluffs Wealth Management LLC | 7,061 | $1.77M | 0.95% | +286+4.2% | Added |
| Continental Investors Services, Inc. | 7,064 | $1.77M | 3.53% | +16+0.2% | Added |
| Astra Wealth Partners LLC | 7,067 | $1.77M | 1.67% | +7,067 | New |
| Coign Capital Advisors LLC | 7,074 | $1.77M | 1.63% | +7,074 | New |
| Stephenson & Company, Inc. | 7,074 | $1.77M | 1.19% | +110+1.6% | Added |
| Sequent Planning LLC | 7,080 | $1.77M | 0.65% | +659+10.3% | Added |
| Financial Sense Advisors, Inc. | 7,094 | $1.78M | 0.60% | −165−2.3% | Reduced |
| Voya Financial Advisors, Inc. | 7,048 | $1.78M | 0.19% | +710+11.2% | Added |
| Kanen Wealth Management LLC | 7,100 | $1.78M | 0.66% | 00.0% | Unchanged |
| Seneca Financial Advisors LLC | 7,101 | $1.78M | 0.88% | +20.0% | Added |
| Riggs Capital Management LLC | 7,107 | $1.78M | 1.75% | +7,107 | New |
| True Wealth Design, LLC | 7,109 | $1.78M | 0.69% | +880+14.1% | Added |
| Proquility Private Wealth Partners, LLC | 7,112 | $1.78M | 0.57% | −69−1.0% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 7,132 | $1.79M | 1.36% | −146−2.0% | Reduced |
| Asset Allocation Strategies LLC | 7,548 | $1.79M | 0.43% | −33−0.4% | Reduced |
| Verde Capital Management | 7,152 | $1.79M | 0.51% | +646+9.9% | Added |
| HighMark Wealth Management LLC | 7,165 | $1.79M | 1.03% | +135+1.9% | Added |
| Disciplined Investments, LLC | 7,166 | $1.79M | 0.89% | +51+0.7% | Added |
| SoundView Advisors Inc. | 7,172 | $1.79M | 0.74% | +7,172 | New |
| Bayshore Asset Management, LLC | 7,177 | $1.80M | 0.83% | −33−0.5% | Reduced |
| LMR Partners LLP | 7,181 | $1.80M | 0.03% | −30,583−81.0% | Reduced |
| Advisory Research Inc | 7,190 | $1.80M | 0.30% | −4−0.1% | Reduced |
| Braun-Bostich & Associates Inc. | 7,194 | $1.80M | 1.30% | −20.0% | Reduced |
| Defender Capital, LLC. | 7,196 | $1.80M | 0.66% | +10.0% | Added |
| Arcadia Wealth Management, Inc. | 7,205 | $1.80M | 1.53% | +7,205 | New |
| Aufman Associates Inc | 7,208 | $1.80M | 1.22% | −142−1.9% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 7,214 | $1.81M | 0.86% | −471−6.1% | Reduced |
| Rockport Wealth LLC | 7,480 | $1.81M | 0.81% | −77,489−91.2% | Reduced |
| XTX Topco Ltd | 7,251 | $1.82M | 0.15% | +7,251 | New |
| Tandem Investment Advisors, Inc. | 7,252 | $1.82M | 0.07% | −270−3.6% | Reduced |
| Robinswood Financial LLC | 7,284 | $1.82M | 0.69% | +20.0% | Added |
| TCM Advisors, LLC | – | $1.82M | 1.62% | – | – |