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 |
|---|---|---|---|---|---|
| City of London Investment Management Co Ltd | 198,281 | $49.7M | 4.93% | +13,747+7.4% | Added |
| Kovack Advisors, Inc. | 197,532 | $49.5M | 4.85% | +19,150+10.7% | Added |
| Cercano Management LLC | 197,395 | $49.4M | 1.26% | +21,352+12.1% | Added |
| Ycg, LLC | 197,214 | $49.4M | 3.93% | −287−0.1% | Reduced |
| Seizert Capital Partners, LLC | 196,479 | $49.2M | 2.22% | +10,011+5.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 196,440 | $49.2M | 1.80% | +26,761+15.8% | Added |
| Zhang Financial LLC | 196,007 | $49.1M | 2.81% | −3,658−1.8% | Reduced |
| Rothschild Capital Partners, LLC | 195,947 | $49.1M | 11.90% | +16,469+9.2% | Added |
| AIA Group Ltd | 195,717 | $49.0M | 1.18% | +21,727+12.5% | Added |
| Oakmont Corp | 195,397 | $48.9M | 8.56% | +23,692+13.8% | Added |
| Morningstar Investment Management LLC | 194,913 | $48.8M | 3.85% | +45,801+30.7% | Added |
| American National Bank | 194,118 | $48.6M | 5.43% | −2,125−1.1% | Reduced |
| Blue Investment Partners LLC | 193,972 | $48.6M | 17.83% | +1,151+0.6% | Added |
| Madison Asset Management, LLC | 193,953 | $48.6M | 0.55% | −3,350−1.7% | Reduced |
| Madison Investment Advisors, LLC | 193,953 | $48.6M | 0.55% | +193,953 | New |
| Renaissance Group LLC | 193,719 | $48.5M | 2.01% | −6,823−3.4% | Reduced |
| CORDA Investment Management, LLC. | 193,677 | $48.5M | 3.87% | −21,497−10.0% | Reduced |
| Executive Wealth Management, LLC | 193,396 | $48.4M | 3.79% | −9,684−4.8% | Reduced |
| Rice Partnership, LLC | 193,164 | $48.4M | 9.21% | +370.0% | Added |
| Octavia Wealth Advisors, LLC | 193,158 | $48.4M | 5.87% | −1,816−0.9% | Reduced |
| Johnson Financial Group, Inc. | 204,458 | $48.3M | 2.28% | −227−0.1% | Reduced |
| Legacy Private Trust Co. | 192,391 | $48.2M | 3.15% | +12,565+7.0% | Added |
| Invictus Private Wealth, LLC | 192,095 | $48.1M | 3.66% | −1,452−0.8% | Reduced |
| Kennedy Capital Management, Inc. | 191,934 | $48.1M | 1.07% | −6,659−3.4% | Reduced |
| WestEnd Advisors, LLC | 191,540 | $48.0M | 1.22% | +1,036+0.5% | Added |
| Hendershot Investments Inc. | 191,282 | $47.9M | 6.53% | −3,549−1.8% | Reduced |
| Shufro Rose & Co LLC | 191,082 | $47.9M | 3.73% | −1,073−0.6% | Reduced |
| Culbertson A N & Co Inc | 190,854 | $47.8M | 7.60% | −6,567−3.3% | Reduced |
| WCG Wealth Advisors LLC | 189,857 | $47.5M | 3.14% | −8,908−4.5% | Reduced |
| Texas Yale Capital Corp. | 189,666 | $47.5M | 1.91% | −517−0.3% | Reduced |
| Cassaday & Co Wealth Management LLC | 189,611 | $47.5M | 1.30% | −424−0.2% | Reduced |
| Sabal Trust CO | 189,421 | $47.4M | 2.74% | +5,078+2.8% | Added |
| Azzad Asset Management Inc | 189,297 | $47.4M | 9.14% | +21,811+13.0% | Added |
| Naples Global Advisors, LLC | 189,020 | $47.3M | 4.43% | −4,561−2.4% | Reduced |
| SP Asset Management LLC | 188,584 | $47.2M | 3.96% | −2,850−1.5% | Reduced |
| CBOE Vest Financial, LLC | 188,326 | $47.2M | 0.83% | +22,555+13.6% | Added |
| Consolidated Portfolio Review Corp | 188,191 | $47.1M | 7.46% | +131,098+229.6% | Added |
| Cascade Financial Partners, LLC | 187,931 | $47.1M | 6.13% | +942+0.5% | Added |
| Kinneret Advisory, LLC | 187,879 | $47.0M | 4.44% | −8,752−4.5% | Reduced |
| Fagan Associates, Inc. | 186,822 | $46.8M | 7.43% | −24,837−11.7% | Reduced |
| Fullerton Fund Management Co Ltd. | 186,663 | $46.7M | 1.63% | −8,349−4.3% | Reduced |
| German American Bancorp, Inc. | 186,555 | $46.7M | 4.89% | +2,787+1.5% | Added |
| StoneX Group Inc. | 186,424 | $46.7M | 2.57% | +58,305+45.5% | Added |
| Penn Davis McFarland Inc | 186,402 | $46.7M | 5.08% | +621+0.3% | Added |
| Checchi Capital Advisers, LLC | 186,100 | $46.6M | 3.48% | +10,872+6.2% | Added |
| Trybe Capital Management LP | 186,042 | $46.6M | 12.78% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 185,897 | $46.6M | 9.42% | −5,423−2.8% | Reduced |
| One Wealth Advisors, LLC | 185,721 | $46.5M | 6.90% | −11,385−5.8% | Reduced |
| GAM Holding AG | 185,647 | $46.5M | 3.47% | +25,677+16.1% | Added |
| Lyell Wealth Management, LP | 185,415 | $46.4M | 4.16% | +438+0.2% | Added |
| Northstar Asset Management LLC | 184,522 | $46.2M | 10.59% | −745−0.4% | Reduced |
| Douglas Lane & Associates, LLC | 184,171 | $46.1M | 0.65% | +1,531+0.8% | Added |
| TruWealth Advisors, LLC | 184,162 | $46.1M | 2.78% | +2,610+1.4% | Added |
| SageView Advisory Group, LLC | 184,136 | $46.1M | 1.98% | +38,847+26.7% | Added |
| Coastline Trust Co | 183,354 | $45.9M | 5.38% | +584+0.3% | Added |
| Thompson Siegel & Walmsley LLC | 183,120 | $45.9M | 0.72% | −14,648−7.4% | Reduced |
| Aire Advisors, LLC | 183,061 | $45.8M | 9.44% | −334−0.2% | Reduced |
| BKD Wealth Advisors, LLC | 182,848 | $45.8M | 1.06% | −7,787−4.1% | Reduced |
| TBH Global Asset Management, LLC | 182,462 | $45.7M | 10.82% | −4,363−2.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 182,372 | $45.7M | 3.09% | +7,674+4.4% | Added |
| Csenge Advisory Group | 182,006 | $45.6M | 2.47% | −29,068−13.8% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 181,948 | $45.6M | 8.47% | −1,750−1.0% | Reduced |
| Meitav Dash Investments Ltd | 181,414 | $45.4M | 0.77% | −72,058−28.4% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 181,258 | $45.4M | 7.49% | −630−0.3% | Reduced |
| Griffin Asset Management, Inc. | 180,794 | $45.3M | 5.32% | −5,173−2.8% | Reduced |
| Quest Investment Management LLC | 180,642 | $45.2M | 5.25% | −60,435−25.1% | Reduced |
| Avitas Wealth Management LLC | 180,028 | $45.1M | 6.24% | −2,739−1.5% | Reduced |
| Avidian Wealth Solutions, LLC | 179,572 | $45.0M | 2.02% | +642+0.4% | Added |
| Dixon Mitchell Investment Counsel Inc. | 179,231 | $44.9M | 2.07% | −46,433−20.6% | Reduced |
| Synergy Financial Management, LLC | 183,398 | $44.7M | 3.46% | +12,846+7.5% | Added |
| Arthur M. Cohen & Associates, LLC | 178,032 | $44.6M | 7.90% | −7,845−4.2% | Reduced |
| BetterWealth, LLC | 177,880 | $44.5M | 12.27% | +36,631+25.9% | Added |
| Woodmont Investment Counsel LLC | 177,754 | $44.5M | 3.29% | −1,904−1.1% | Reduced |
| Elite Wealth Management, Inc. | 177,608 | $44.5M | 10.40% | −37,700−17.5% | Reduced |
| Winslow Asset Management Inc | 177,417 | $44.4M | 8.85% | −10,518−5.6% | Reduced |
| Shared Vision Wealth Group LLC | 177,398 | $44.4M | 23.38% | −1,521−0.9% | Reduced |
| Bowie Capital Management, LLC | 177,027 | $44.3M | 2.35% | −15,099−7.9% | Reduced |
| CX Institutional | 176,965 | $44.3M | 1.76% | +18,481+11.7% | Added |
| Nations Financial Group Inc, | 176,963 | $44.3M | 3.24% | −18,388−9.4% | Reduced |
| Good Life Advisors, LLC | 176,738 | $44.3M | 3.22% | −3,127−1.7% | Reduced |
| Generate Investment Management Ltd | 176,542 | $44.2M | 3.09% | −88,052−33.3% | Reduced |
| River Wealth Advisors LLC | 176,446 | $44.2M | 5.86% | −665−0.4% | Reduced |
| Washington Trust Bank | 176,243 | $44.1M | 4.24% | −6,998−3.8% | Reduced |
| Bridgewater Advisors Inc. | 188,992 | $44.1M | 4.60% | −6,654−3.4% | Reduced |
| Grove Bank & Trust | 175,985 | $44.1M | 6.12% | +2,662+1.5% | Added |
| Bank of Hawaii | 175,871 | $44.0M | 2.44% | −930−0.5% | Reduced |
| CSM Advisors, LLC | 175,798 | $44.0M | 2.06% | −4,107−2.3% | Reduced |
| Lazari Capital Management, Inc. | 175,482 | $43.9M | 17.52% | +27,734+18.8% | Added |
| Wealth Architects, LLC | 175,403 | $43.9M | 4.96% | −6,800−3.7% | Reduced |
| K.J. Harrison & Partners Inc | 179,704 | $43.8M | 6.87% | −3,350−1.8% | Reduced |
| Barr E S & Co | 174,965 | $43.8M | 2.59% | −1,764−1.0% | Reduced |
| Qtron Investments LLC | 174,706 | $43.7M | 6.14% | −2,578−1.5% | Reduced |
| TriaGen Wealth Management LLC | 174,652 | $43.7M | 14.74% | +2,961+1.7% | Added |
| Harvest Portfolios Group Inc. | 174,585 | $43.7M | 1.46% | −11,931−6.4% | Reduced |
| Buckingham Capital Management, Inc. | 174,354 | $43.7M | 5.01% | −3,542−2.0% | Reduced |
| United Asset Strategies, Inc. | 174,236 | $43.6M | 4.00% | −11,407−6.1% | Reduced |
| Novare Capital Management LLC | 174,075 | $43.6M | 3.67% | −834−0.5% | Reduced |
| Arete Wealth Advisors, LLC | 172,767 | $43.3M | 3.12% | +47,356+37.8% | Added |
| CoreCap Advisors, LLC | 172,656 | $43.2M | 1.97% | −18,261−9.6% | Reduced |
| Woodstock Corp | 172,475 | $43.2M | 4.16% | +160.0% | Added |