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 |
|---|---|---|---|---|---|
| Schmidt P J Investment Management Inc | 155,096 | $38.8M | 6.74% | −3,720−2.3% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 154,987 | $38.8M | 4.07% | −7,337−4.5% | Reduced |
| West Branch Capital LLC | 154,737 | $38.7M | 12.36% | +1,995+1.3% | Added |
| Winthrop Advisory Group LLC | 154,588 | $38.7M | 4.65% | −3,101−2.0% | Reduced |
| Fortitude Family Office, LLC | 154,558 | $38.7M | 13.82% | +5,441+3.6% | Added |
| IFG Advisory, LLC | 154,305 | $38.6M | 2.19% | +7,187+4.9% | Added |
| Pitcairn Co | 154,178 | $38.6M | 2.28% | −1,362−0.9% | Reduced |
| Linscomb & Williams, Inc. | 153,568 | $38.5M | 1.91% | −2,265−1.5% | Reduced |
| Goelzer Investment Management, Inc. | 153,462 | $38.4M | 2.23% | +1,354+0.9% | Added |
| Parcion Private Wealth LLC | 153,400 | $38.4M | 2.94% | −29,660−16.2% | Reduced |
| Sandbox Financial Partners, LLC | 153,099 | $38.3M | 12.79% | −3,905−2.5% | Reduced |
| JB Capital LLC | 152,572 | $38.2M | 2.14% | +703+0.5% | Added |
| Affinity Capital Advisors, LLC | 157,515 | $38.2M | 7.18% | −4,087−2.5% | Reduced |
| Cumberland Partners Ltd | 152,264 | $38.1M | 2.66% | −294−0.2% | Reduced |
| Condor Capital Management | 152,219 | $38.1M | 3.36% | −1,605−1.0% | Reduced |
| Terril Brothers, Inc. | 152,093 | $38.1M | 11.57% | +82+0.1% | Added |
| Ascent Wealth Partners, LLC | 151,551 | $38.0M | 5.12% | +9,293+6.5% | Added |
| Ausdal Financial Partners, Inc. | 151,390 | $37.9M | 3.27% | +64,365+74.0% | Added |
| TrinityPoint Wealth, LLC | 151,096 | $37.8M | 5.32% | −3,559−2.3% | Reduced |
| Addenda Capital Inc. | 150,546 | $37.7M | 1.33% | +6,485+4.5% | Added |
| Gryphon Financial Partners LLC | 150,532 | $37.7M | 5.42% | −5,359−3.4% | Reduced |
| Arvest Bank Trust Division | 150,446 | $37.7M | 2.27% | −1,414−0.9% | Reduced |
| Knollwood Investment Advisory, LLC | 149,835 | $37.5M | 3.93% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 149,802 | $37.5M | 9.73% | −1,543−1.0% | Reduced |
| Hemington Wealth Management | 149,244 | $37.4M | 9.40% | +1,127+0.8% | Added |
| Bennett Selby Investments LP | 149,194 | $37.4M | 14.82% | −672−0.4% | Reduced |
| Chicago Trust Co NA | 149,035 | $37.3M | 6.61% | −184−0.1% | Reduced |
| Oak Asset Management, LLC | 148,988 | $37.3M | 13.80% | −875−0.6% | Reduced |
| Harbor Advisors LLC | 148,400 | $37.2M | 5.84% | 00.0% | Unchanged |
| Cypress Funds LLC | 148,297 | $37.1M | 4.99% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 148,209 | $37.1M | 4.64% | +6,236+4.4% | Added |
| Cigna Investments Inc | 148,145 | $37.1M | 6.53% | −1,924−1.3% | Reduced |
| Occidental Asset Management, LLC | 148,084 | $37.1M | 5.79% | +1,783+1.2% | Added |
| Segment Wealth Management, LLC | 148,045 | $37.1M | 2.53% | +265+0.2% | Added |
| GLOBALT Investments LLC | 148,008 | $37.1M | 1.42% | −1,267−0.8% | Reduced |
| Rockline Wealth Management, LLC | 147,928 | $37.0M | 9.90% | −1,099−0.7% | Reduced |
| Auxano Advisors, LLC | 147,507 | $36.9M | 9.31% | +4,233+3.0% | Added |
| Sander Capital Advisors Inc | 147,483 | $36.9M | 17.00% | −1,950−1.3% | Reduced |
| Martin Capital Advisors, LLP | 147,339 | $36.9M | 23.78% | +7,482+5.3% | Added |
| CapitalatWork S.A. | 147,327 | $36.9M | 1.19% | −75,836−34.0% | Reduced |
| Quent Capital, LLC | 147,311 | $36.9M | 3.82% | +9,466+6.9% | Added |
| Global X Japan Co., Ltd. | 147,221 | $36.9M | 4.61% | −10,243−6.5% | Reduced |
| Country Club Bank | 146,130 | $36.9M | 2.46% | +2,273+1.6% | Added |
| David Loasby | 155,407 | $36.8M | 3.38% | +1,276+0.8% | Added |
| Bridgeway Capital Management, LLC | 146,353 | $36.6M | 0.82% | +2,117+1.5% | Added |
| Whalerock Point Partners, LLC | 145,983 | $36.6M | 8.50% | −152−0.1% | Reduced |
| Signet Financial Management, LLC | 145,673 | $36.5M | 4.66% | −798−0.5% | Reduced |
| Vivaldi Capital Management, LLC | 158,602 | $36.5M | 5.59% | +100,777+174.3% | Added |
| Spirepoint Private Client, LLC | 145,434 | $36.4M | 4.56% | +8,493+6.2% | Added |
| Greenwood Capital Associates LLC | 145,398 | $36.4M | 4.75% | −1,645−1.1% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 145,313 | $36.4M | 8.99% | −2,844−1.9% | Reduced |
| Capital Asset Advisory Services LLC | 149,389 | $36.4M | 1.79% | −2,090−1.4% | Reduced |
| Marietta Investment Partners LLC | 144,731 | $36.2M | 7.98% | −4,297−2.9% | Reduced |
| SNS Financial Group, LLC | 144,671 | $36.2M | 3.72% | −4,658−3.1% | Reduced |
| NatWest Group plc | 144,291 | $36.1M | 10.69% | −3,541−2.4% | Reduced |
| De Burlo Group Inc | 144,102 | $36.1M | 4.82% | −9,056−5.9% | Reduced |
| Firetrail Investments Pty Ltd | 143,440 | $36.1M | 10.80% | +6,533+4.8% | Added |
| Postrock Partners LLC | 143,541 | $35.9M | 17.42% | +143,541 | New |
| Tamar Securities, LLC | 143,330 | $35.9M | 4.96% | +430+0.3% | Added |
| Fairview Capital Investment Management, LLC | 143,243 | $35.9M | 1.86% | +1,716+1.2% | Added |
| Greatmark Investment Partners, Inc. | 143,234 | $35.9M | 4.88% | −2,998−2.1% | Reduced |
| Financial Advisory Service, Inc. | 142,900 | $35.8M | 3.01% | −682−0.5% | Reduced |
| Matrix Asset Advisors Inc | 142,768 | $35.8M | 3.90% | +2,161+1.5% | Added |
| Sand Hill Global Advisors, LLC | 142,539 | $35.7M | 1.51% | −650.0% | Reduced |
| Private Trust Co NA | 142,508 | $35.7M | 3.66% | −6,830−4.6% | Reduced |
| McKinley Carter Wealth Services, Inc. | 142,281 | $35.6M | 2.18% | −3,172−2.2% | Reduced |
| First National Bank & Trust Co of Newtown | 142,097 | $35.6M | 7.43% | −8,408−5.6% | Reduced |
| TCI Wealth Advisors, Inc. | 141,969 | $35.6M | 2.97% | −2,073−1.4% | Reduced |
| Capital Investment Advisory Services, LLC | 141,953 | $35.5M | 3.42% | −7,020−4.7% | Reduced |
| Ostrum Asset Management | 141,800 | $35.5M | 3.08% | +288+0.2% | Added |
| Front Row Advisors LLC | 141,591 | $35.5M | 12.25% | −533−0.4% | Reduced |
| Clarity Financial LLC | 141,577 | $35.5M | 4.24% | −4,545−3.1% | Reduced |
| Summit Rock Advisors, LP | 141,544 | $35.4M | 12.02% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 141,403 | $35.4M | 22.65% | −7,078−4.8% | Reduced |
| Premier Path Wealth Partners, LLC | 141,272 | $35.4M | 5.39% | +1,371+1.0% | Added |
| Cape Cod Five Cents Savings Bank | 151,758 | $35.4M | 3.14% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 141,196 | $35.4M | 6.69% | +3,223+2.3% | Added |
| Manitou Investment Management Ltd. | 140,840 | $35.3M | 6.97% | −32,347−18.7% | Reduced |
| RNC Capital Management LLC | 140,794 | $35.3M | 1.88% | +6,888+5.1% | Added |
| First Financial Bank - Trust Division | 140,676 | $35.2M | 3.29% | −1,438−1.0% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 140,222 | $35.1M | 11.55% | −902−0.6% | Reduced |
| Augustine Asset Management Inc | 140,156 | $35.1M | 9.22% | +6,641+5.0% | Added |
| Headlands Technologies LLC | 139,986 | $35.1M | 3.52% | +69,728+99.2% | Added |
| Leisure Capital Management | 139,879 | $35.0M | 13.72% | +58,637+72.2% | Added |
| Algert Global LLC | 139,493 | $34.9M | 0.82% | +14,631+11.7% | Added |
| Empire Life Investments Inc. | 139,442 | $34.9M | 2.19% | +34,269+32.6% | Added |
| Kidder Stephen W | 139,441 | $34.9M | 10.51% | −533−0.4% | Reduced |
| Searle & Co. | 139,279 | $34.9M | 10.06% | −228−0.2% | Reduced |
| Foster Group, Inc. | 139,105 | $34.8M | 1.33% | +892+0.6% | Added |
| Capital International Ltd | 138,999 | $34.8M | 1.42% | −22,730−14.1% | Reduced |
| Schechter Investment Advisors, LLC | 138,918 | $34.8M | 2.66% | −120,326−46.4% | Reduced |
| Journey Advisory Group, LLC | 165,009 | $34.8M | 4.16% | 00.0% | Unchanged |
| Somerville Kurt F | 138,709 | $34.7M | 5.83% | −2,942−2.1% | Reduced |
| Tyche Wealth Partners LLC | 138,351 | $34.6M | 7.32% | +10,683+8.4% | Added |
| Rowland & Co Investment Counsel | 138,307 | $34.6M | 7.24% | +270.0% | Added |
| Princeton Capital Management LLC | 138,250 | $34.6M | 10.72% | −1,604−1.1% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 138,058 | $34.6M | 2.42% | −4,124−2.9% | Reduced |
| OMC Financial Services LTD | 137,841 | $34.5M | 14.68% | −6,474−4.5% | Reduced |
| MJP Associates Inc | 157,358 | $34.4M | 6.18% | +34,281+27.9% | Added |
| Semus Wealth Partners LLC | 137,439 | $34.4M | 22.79% | +535+0.4% | Added |