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 8 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
- 5,672
- +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
- 2,610 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 | 6,135 | $2.40T |
| Q4 2025 | 6,131 | $2.61T |
| Q3 2025 | 5,617 | $2.35T |
| Q2 2025 | 5,600 | $1.93T |
| Q1 2025 | 5,608 | $2.08T |
| Q4 2024 | 5,672 | $2.36T |
| Q3 2024 | 5,106 | $2.17T |
| Q2 2024 | 5,133 | $1.98T |
| Q1 2024 | 5,024 | $1.61T |
| Q4 2023 | 4,977 | $1.81T |
| Q3 2023 | 4,619 | $1.60T |
| Q2 2023 | 4,595 | $1.82T |
| Q1 2023 | 4,525 | $1.55T |
| Q4 2022 | 4,556 | $1.21T |
| Q3 2022 | 4,347 | $1.29T |
| Q2 2022 | 4,340 | $1.28T |
| Q1 2022 | 4,391 | $1.66T |
| Q4 2021 | 4,403 | $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 |
|---|---|---|---|---|---|
| Nearwater Capital Markets, Ltd | 231,000 | $57.8M | 1.65% | +231,000 | New |
| GAMMA Investing LLC | 230,722 | $57.8M | 4.93% | +30,508+15.2% | Added |
| Dorsey & Whitney Trust CO LLC | 230,369 | $57.7M | 3.18% | +17,755+8.4% | Added |
| Ursa Fund Management, LLC | 229,900 | $57.6M | 10.34% | +229,900 | New |
| Flagship Harbor Advisors, LLC | 229,871 | $57.6M | 3.02% | +837+0.4% | Added |
| Telos Capital Management, Inc. | 227,672 | $57.0M | 6.08% | −5,943−2.5% | Reduced |
| Mechanics Bank Trust Department | 227,229 | $56.9M | 7.58% | −43,778−16.2% | Reduced |
| Terry L. Blaker | 226,967 | $56.8M | 2.18% | −7,213−3.1% | Reduced |
| Fidelis Capital Partners, LLC | 249,087 | $56.8M | 5.68% | +28,643+13.0% | Added |
| Fiduciary Group LLC | 226,443 | $56.7M | 5.69% | +3,909+1.8% | Added |
| Fiduciary Alliance LLC | 226,116 | $56.6M | 5.72% | +32,724+16.9% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 226,064 | $56.6M | 5.29% | −2,008−0.9% | Reduced |
| New Age Alpha Advisors, LLC | 225,837 | $56.6M | 2.29% | +225,732+214,982.9% | Added |
| Vision Capital Management, Inc. | 225,581 | $56.5M | 8.30% | −2,375−1.0% | Reduced |
| Krilogy Financial LLC | 224,422 | $56.2M | 3.75% | −7,067−3.1% | Reduced |
| Harbour Trust & Investment Management Co | 223,285 | $55.9M | 6.36% | −2,303−1.0% | Reduced |
| SFMG, LLC | 223,224 | $55.9M | 4.41% | +809+0.4% | Added |
| MUFG Securities Americas Inc. | 223,134 | $55.9M | 7.08% | +223,134 | New |
| Churchill Management Corp | 222,938 | $55.8M | 0.61% | +2,028+0.9% | Added |
| Spinnaker Trust | 222,468 | $55.7M | 3.51% | +3,905+1.8% | Added |
| JGP Wealth Management, LLC | 221,319 | $55.4M | 7.16% | +1,424+0.6% | Added |
| LaFleur & Godfrey LLC | 221,060 | $55.4M | 7.59% | −7,340−3.2% | Reduced |
| Equitable Trust Co | 221,022 | $55.3M | 3.09% | +2,109+1.0% | Added |
| BBR Partners, LLC | 220,998 | $55.3M | 3.86% | +25,942+13.3% | Added |
| Columbia Asset Management | 220,945 | $55.3M | 10.58% | −6,365−2.8% | Reduced |
| Webster Bank, N. A. | 220,541 | $55.2M | 5.93% | −4,038−1.8% | Reduced |
| Dale Q Rice Investment Management Ltd | 220,298 | $55.2M | 24.26% | +220,298 | New |
| Physicians Financial Services, Inc. | 220,058 | $55.1M | 16.73% | +1,629+0.7% | Added |
| Artemis Investment Management LLP | 219,868 | $55.1M | 0.78% | −444,419−66.9% | Reduced |
| Principal Securities, Inc. | 219,761 | $55.0M | 1.24% | +16,880+8.3% | Added |
| Amica Mutual Insurance Co | 218,741 | $54.8M | 5.61% | −12,264−5.3% | Reduced |
| Alps Advisors Inc | 218,710 | $54.8M | 0.35% | +700+0.3% | Added |
| Private Advisory Group LLC | 218,467 | $54.7M | 6.13% | +4,114+1.9% | Added |
| Martingale Asset Management L P | 218,262 | $54.7M | 1.33% | −34,554−13.7% | Reduced |
| Secure Asset Management, LLC | 218,167 | $54.6M | 8.29% | +1,610+0.7% | Added |
| Heritage Trust Co | 218,121 | $54.6M | 6.43% | +218,121 | New |
| Sawgrass Asset Management LLC | 218,110 | $54.6M | 6.00% | −18,627−7.9% | Reduced |
| Venturi Wealth Management, LLC | 217,681 | $54.5M | 2.68% | +23,179+11.9% | Added |
| Visionary Wealth Advisors | 216,822 | $54.3M | 3.18% | −1,704−0.8% | Reduced |
| Formidable Asset Management, LLC | 216,235 | $54.1M | 8.89% | −5,654−2.5% | Reduced |
| Bristlecone Advisors, LLC | 216,082 | $54.1M | 4.23% | −1,148−0.5% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 215,645 | $54.0M | 2.77% | +428+0.2% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 215,614 | $54.0M | 4.33% | −3,190−1.5% | Reduced |
| Graypoint LLC | 215,478 | $54.0M | 3.26% | −2,812−1.3% | Reduced |
| Nilsine Partners, LLC | 215,098 | $53.9M | 5.77% | +27,973+14.9% | Added |
| 7G Capital Management, LLC | 215,000 | $53.8M | 47.39% | −485,000−69.3% | Reduced |
| WealthPLAN Partners, LLC | 214,695 | $53.8M | 7.63% | −19,657−8.4% | Reduced |
| Community Bank & Trust, Waco, Texas | 214,693 | $53.8M | 12.45% | −1,718−0.8% | Reduced |
| Wealthcare Advisory Partners LLC | 214,610 | $53.7M | 1.49% | −1,336−0.6% | Reduced |
| Keywise Capital Management (HK) Ltd | 214,550 | $53.7M | 4.45% | −500.0% | Reduced |
| Cullen Investment Group, Ltd. | 214,198 | $53.6M | 7.91% | −1,000−0.5% | Reduced |
| Mullaney, Keating & Wright, Inc. | 214,184 | $53.6M | 36.21% | −908−0.4% | Reduced |
| Verdence Capital Advisors LLC | 214,153 | $53.6M | 4.31% | −2,857−1.3% | Reduced |
| EverSource Wealth Advisors, LLC | 213,909 | $53.6M | 3.01% | +9,962+4.9% | Added |
| Blue Chip Partners, Inc. | 213,749 | $53.5M | 4.60% | −2,254−1.0% | Reduced |
| Alerus Financial NA | 213,069 | $53.4M | 4.09% | −27,780−11.5% | Reduced |
| GM Advisory Group, Inc. | 211,357 | $52.9M | 2.93% | +3,047+1.5% | Added |
| Picton Mahoney Asset Management | 211,185 | $52.9M | 2.01% | −50,250−19.2% | Reduced |
| Apexium Financial, LP | 210,899 | $52.8M | 3.21% | +20,926+11.0% | Added |
| Baker Chad R | 210,474 | $52.7M | 10.32% | −20,000−8.7% | Reduced |
| Aquatic Capital Management LLC | 210,424 | $52.7M | 1.43% | +210,424 | New |
| Rossmore Private Capital | 210,163 | $52.6M | 6.51% | +2,858+1.4% | Added |
| American Assets Investment Management, LLC | 210,000 | $52.6M | 4.28% | 00.0% | Unchanged |
| Strategic Advisors LLC | 209,940 | $52.6M | 9.51% | +27,148+14.9% | Added |
| Trajan Wealth LLC | 209,769 | $52.5M | 2.91% | +17,849+9.3% | Added |
| Cypress Capital Group | 209,307 | $52.4M | 6.43% | −2,438−1.2% | Reduced |
| Harold Davidson & Associates Inc. | 208,825 | $52.3M | 25.01% | +208,825 | New |
| Centaurus Financial, Inc. | 208,239 | $52.1M | 3.18% | +5,797+2.9% | Added |
| Oakworth Capital, Inc. | 207,934 | $52.1M | 3.58% | +663+0.3% | Added |
| Dorchester Wealth Management Co | 207,802 | $52.0M | 10.38% | −45,552−18.0% | Reduced |
| Tompkins Financial Corp | 207,555 | $52.0M | 4.83% | −4,449−2.1% | Reduced |
| Petredis Investment Advisors LLC | 207,369 | $51.9M | 5.37% | −3,918−1.9% | Reduced |
| Blue Fin Capital, Inc. | 206,997 | $51.8M | 9.55% | −1,182−0.6% | Reduced |
| Greenwich Wealth Management LLC | 206,765 | $51.8M | 3.65% | +236+0.1% | Added |
| BancorpSouth Bank | 206,683 | $51.8M | 3.51% | −746−0.4% | Reduced |
| Mather Group, LLC. | 206,511 | $51.7M | 0.67% | +3,038+1.5% | Added |
| Nemes Rush Group LLC | 205,967 | $51.6M | 6.38% | +5,014+2.5% | Added |
| Estabrook Capital Management | 204,650 | $51.2M | 7.90% | −3,555−1.7% | Reduced |
| BTC Capital Management, Inc. | 204,404 | $51.2M | 4.74% | −2,880−1.4% | Reduced |
| Waycross Partners, LLC | 203,931 | $51.1M | 6.61% | −3,174−1.5% | Reduced |
| Hallmark Capital Management Inc | 203,754 | $51.0M | 3.81% | −1,423−0.7% | Reduced |
| ZEGA Investments, LLC | 229,031 | $51.0M | 15.11% | +229,031 | New |
| Resources Management Corp | 203,729 | $51.0M | 6.96% | −3,927−1.9% | Reduced |
| Rehmann Capital Advisory Group | 203,637 | $51.0M | 3.23% | +40,223+24.6% | Added |
| Capital Analysts, LLC | 203,564 | $51.0M | 2.05% | +343+0.2% | Added |
| Trexquant Investment LP | 203,428 | $50.9M | 0.59% | −16,930−7.7% | Reduced |
| MayTech Global Investments, LLC | 203,239 | $50.9M | 6.00% | +9,107+4.7% | Added |
| Pine Valley Investments Ltd Liability Co | 202,738 | $50.8M | 3.32% | −6,574−3.1% | Reduced |
| UG Investment Advisers Ltd. | 202,663 | $50.8M | 19.87% | −27,367−11.9% | Reduced |
| Jackson Wealth Management, LLC | 202,301 | $50.7M | 5.74% | +4,660+2.4% | Added |
| CRA Financial Services, LLC | 201,818 | $50.5M | 8.67% | +833+0.4% | Added |
| Nan Shan Life Insurance Co., Ltd. | 201,402 | $50.4M | 1.21% | −17,787−8.1% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 201,196 | $50.4M | 5.69% | −4,403−2.1% | Reduced |
| Lake Street Advisors Group, LLC | 200,796 | $50.3M | 2.32% | −6,122−3.0% | Reduced |
| Mirae Asset Securities (USA) Inc. | 200,574 | $50.2M | 2.35% | −100,388−33.4% | Reduced |
| Waldron Private Wealth LLC | 200,559 | $50.2M | 2.02% | −1,144−0.6% | Reduced |
| Voloridge Investment Management, LLC | 200,000 | $50.1M | 0.18% | −732,812−78.6% | Reduced |
| Caption Management, LLC | 200,000 | $50.1M | 2.07% | +200,000 | New |
| DSG Capital Advisors, LLC | 199,267 | $49.9M | 9.04% | +199,267 | New |
| Valmark Advisers, Inc. | 198,299 | $49.7M | 0.77% | +1,123+0.6% | Added |