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 |
|---|---|---|---|---|---|
| Legacy Advisors, LLC | 172,411 | $43.2M | 4.19% | +24,470+16.5% | Added |
| Ironwood Financial, llc | 172,385 | $43.2M | 9.06% | −2,020−1.2% | Reduced |
| Hamilton Capital Partners Inc. | 172,216 | $43.1M | 3.22% | +26,260+18.0% | Added |
| Pure Financial Advisors, Inc. | 172,210 | $43.1M | 0.98% | +3,150+1.9% | Added |
| WP Advisors, LLC | 172,195 | $43.1M | 14.37% | −5,599−3.1% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 171,916 | $43.1M | 0.83% | +1,589+0.9% | Added |
| L.M. Kohn & Company | 171,849 | $43.0M | 11.14% | −2,223−1.3% | Reduced |
| Draper Asset Management, LLC | 166,072 | $43.0M | 27.06% | −4,904−2.9% | Reduced |
| TrimTabs Asset Management, LLC | 171,439 | $42.9M | 5.65% | +54,436+46.5% | Added |
| Zullo Investment Group, Inc. | 171,340 | $42.9M | 17.33% | −1,062−0.6% | Reduced |
| PFG Advisors | 170,732 | $42.8M | 2.62% | −8,840−4.9% | Reduced |
| Colonial Trust Co | 170,531 | $42.7M | 6.34% | +9,453+5.9% | Added |
| RFG Advisory, LLC | 170,468 | $42.7M | 1.21% | +5,086+3.1% | Added |
| Callahan Advisors, LLC | 170,380 | $42.7M | 4.02% | −3,863−2.2% | Reduced |
| Smith, Moore & Co. | 169,879 | $42.5M | 3.89% | +4,824+2.9% | Added |
| SignalPoint Asset Management, LLC | 169,874 | $42.5M | 10.36% | −1,946−1.1% | Reduced |
| Guinness Asset Management LTD | 169,584 | $42.5M | 0.80% | +15,302+9.9% | Added |
| MainStreet Investment Advisors LLC | 169,550 | $42.5M | 5.95% | −3,775−2.2% | Reduced |
| Parkside Financial Bank & Trust | 169,548 | $42.5M | 5.62% | −1,926−1.1% | Reduced |
| Camden Capital, LLC | 169,357 | $42.4M | 4.61% | +9,158+5.7% | Added |
| Cozad Asset Management Inc | 169,355 | $42.4M | 3.95% | +6,861+4.2% | Added |
| Mengis Capital Management, Inc. | 169,324 | $42.4M | 8.66% | −682−0.4% | Reduced |
| GTS Securities LLC | 169,240 | $42.4M | 2.06% | −25,972−13.3% | Reduced |
| First National Advisers, LLC | 169,016 | $42.3M | 6.84% | +2,993+1.8% | Added |
| Bordeaux Wealth Advisors LLC | 169,002 | $42.3M | 6.80% | −2,680−1.6% | Reduced |
| Quantitative Investment Management, LLC | 168,984 | $42.3M | 3.17% | +104,091+160.4% | Added |
| Sittner & Nelson, LLC | 168,897 | $42.3M | 18.33% | −528−0.3% | Reduced |
| Berger Financial Group, Inc | 168,693 | $42.2M | 2.92% | −2,493−1.5% | Reduced |
| JLB & Associates Inc | 168,253 | $42.1M | 5.72% | −4,429−2.6% | Reduced |
| Sargent Investment Group, LLC | 178,954 | $41.9M | 6.86% | +23,389+15.0% | Added |
| Trust Asset Management LLC | 166,876 | $41.8M | 3.27% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 166,703 | $41.7M | 1.95% | −2,281−1.3% | Reduced |
| Ronald Blue Trust, Inc. | 166,555 | $41.7M | 0.53% | −37,970−18.6% | Reduced |
| Waters Parkerson & Co., LLC | 166,552 | $41.7M | 2.20% | +2,737+1.7% | Added |
| Miller Wealth Advisors, LLC | 166,285 | $41.6M | 21.23% | −2,855−1.7% | Reduced |
| NWF Advisory Services Inc. | 165,795 | $41.5M | 6.08% | +29,179+21.4% | Added |
| Fiduciary Financial Group, LLC | 174,992 | $41.4M | 9.09% | +50.0% | Added |
| Vantage Investment Partners, LLC | 165,315 | $41.4M | 3.61% | −6,550−3.8% | Reduced |
| Saybrook Capital | 165,307 | $41.4M | 11.06% | −1,440−0.9% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 165,277 | $41.4M | 6.98% | −2,761−1.6% | Reduced |
| Pennsylvania Capital Management Inc | 165,099 | $41.3M | 14.18% | −590.0% | Reduced |
| Insight Holdings Group, LLC | 165,070 | $41.3M | 2.67% | −104,730−38.8% | Reduced |
| Trust Co of Virginia | 164,935 | $41.3M | 3.82% | +610.0% | Added |
| Campbell Capital Management Inc | 164,669 | $41.2M | 16.14% | −9,805−5.6% | Reduced |
| DDD Partners, LLC | 164,623 | $41.2M | 5.07% | −11,383−6.5% | Reduced |
| Knuff & Co LLC | 164,425 | $41.2M | 12.51% | −3,652−2.2% | Reduced |
| Westmount Partners, LLC | 164,393 | $41.2M | 12.51% | −260−0.2% | Reduced |
| Mitchell Capital Management Co | 164,387 | $41.2M | 7.21% | −4,692−2.8% | Reduced |
| Perennial Investment Advisors, LLC | 164,204 | $41.1M | 4.85% | −4,613−2.7% | Reduced |
| Nadler Financial Group, Inc. | 164,151 | $41.1M | 4.33% | +639+0.4% | Added |
| Oak Grove Capital LLC | 163,880 | $41.0M | 8.24% | −16,607−9.2% | Reduced |
| Wedgewood Partners Inc | 163,857 | $41.0M | 8.08% | −7,925−4.6% | Reduced |
| Hunter Associates Investment Management LLC | 163,068 | $40.9M | 6.22% | −1,167−0.7% | Reduced |
| Sagespring Wealth Partners, LLC | 163,081 | $40.8M | 1.08% | +163,081 | New |
| 1st Source Bank | 162,513 | $40.7M | 2.33% | −2,635−1.6% | Reduced |
| Smartleaf Asset Management LLC | 161,005 | $40.6M | 4.14% | +27,852+20.9% | Added |
| Bedell Frazier Investment Counseling, LLC | 161,908 | $40.5M | 10.05% | −1,754−1.1% | Reduced |
| NZS Capital, LLC | 161,829 | $40.5M | 1.72% | −122,345−43.1% | Reduced |
| Vise Technologies, Inc. | 161,375 | $40.4M | 3.37% | +77,003+91.3% | Added |
| Koshinski Asset Management, Inc. | 161,577 | $40.4M | 3.46% | −2,064−1.3% | Reduced |
| West Coast Financial LLC | 161,103 | $40.3M | 4.44% | −244−0.2% | Reduced |
| Geneos Wealth Management Inc. | 161,066 | $40.3M | 1.41% | −22,188−12.1% | Reduced |
| Lake Street Financial LLC | 161,026 | $40.3M | 6.44% | −15,305−8.7% | Reduced |
| Kelly Lawrence W & Associates Inc | 161,005 | $40.3M | 9.41% | −1,490−0.9% | Reduced |
| Solidarilty Wealth, LLC | 160,955 | $40.3M | 10.50% | −3,497−2.1% | Reduced |
| Denali Advisors LLC | 160,669 | $40.2M | 4.22% | +9,985+6.6% | Added |
| LGT Fund Management Co Ltd. | 160,612 | $40.2M | 3.52% | +19,016+13.4% | Added |
| Staley Capital Advisers Inc | 160,222 | $40.1M | 1.78% | −960−0.6% | Reduced |
| Mirabaud & Cie SA | 160,063 | $40.1M | 12.88% | −9,594−5.7% | Reduced |
| Fulcrum Capital LLC | 160,032 | $40.1M | 8.39% | +49,413+44.7% | Added |
| Peachtree Investment Partners, LLC | 159,971 | $40.1M | 15.01% | −1,476−0.9% | Reduced |
| TradeWell Securities, LLC. | 159,594 | $40.0M | 20.70% | +159,594 | New |
| Buckley Wealth Management, LLC | 159,432 | $39.9M | 12.22% | −4,337−2.6% | Reduced |
| Strategic Blueprint, LLC | 158,943 | $39.8M | 2.37% | +2,707+1.7% | Added |
| Ascent Group, LLC | 158,846 | $39.8M | 2.99% | −46,155−22.5% | Reduced |
| Avantax Planning Partners, Inc. | 158,632 | $39.7M | 1.43% | −14,608−8.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 158,382 | $39.7M | 0.87% | +158,382 | New |
| Sage Capital Advisors,llc | 158,180 | $39.6M | 10.31% | −9,674−5.8% | Reduced |
| Confluence Wealth Services, Inc. | 177,056 | $39.6M | 2.58% | −6,861−3.7% | Reduced |
| Mill Creek Capital Advisors, LLC | 158,011 | $39.6M | 0.95% | −2,953−1.8% | Reduced |
| Conway Capital Management, Inc. | 157,755 | $39.5M | 17.49% | −290−0.2% | Reduced |
| Kiley Juergens Wealth Management, LLC | 157,568 | $39.5M | 9.89% | −1,063−0.7% | Reduced |
| Northstar Group, Inc. | 157,529 | $39.4M | 6.61% | +1,200+0.8% | Added |
| Clarkston Capital Partners, LLC | 157,366 | $39.4M | 0.76% | +323+0.2% | Added |
| Westchester Capital Management, Inc. | 157,194 | $39.4M | 9.90% | +1,045+0.7% | Added |
| Advisor OS, LLC | 157,174 | $39.4M | 4.56% | +14,516+10.2% | Added |
| DRW Securities, LLC | 157,100 | $39.3M | 2.66% | −5,891−3.6% | Reduced |
| First Long Island Investors, LLC | 157,010 | $39.3M | 3.13% | −6,058−3.7% | Reduced |
| Progressive Investment Management Corp | 156,961 | $39.3M | 10.09% | −3,935−2.4% | Reduced |
| Kavar Capital Partners Group, LLC | 156,825 | $39.3M | 6.64% | −1,711−1.1% | Reduced |
| Zevin Asset Management LLC | 156,388 | $39.2M | 5.76% | +10,552+7.2% | Added |
| United Bank | 156,324 | $39.1M | 4.67% | −10,718−6.4% | Reduced |
| Howe & Rusling Inc | 156,142 | $39.1M | 3.37% | +811+0.5% | Added |
| Moody National Bank Trust Division | 156,097 | $39.1M | 4.09% | −4,556−2.8% | Reduced |
| Godsey & Gibb Associates | 155,893 | $39.0M | 3.90% | +4,329+2.9% | Added |
| Financial Engines Advisors L.L.C. | 155,747 | $39.0M | 0.08% | +44,113+39.5% | Added |
| Schnieders Capital Management LLC | 155,691 | $39.0M | 7.73% | −9,775−5.9% | Reduced |
| Cooper Financial Group | 155,597 | $39.0M | 4.69% | +6,953+4.7% | Added |
| Capstone Financial Advisors, Inc. | 155,587 | $39.0M | 2.41% | −3,464−2.2% | Reduced |
| Cabot Wealth Management Inc | 155,099 | $38.8M | 4.93% | −4,253−2.7% | Reduced |