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 |
|---|---|---|---|---|---|
| Hayek Kallen Investment Management | 137,360 | $34.4M | 12.50% | −3,518−2.5% | Reduced |
| JFS Wealth Advisors, LLC | 137,214 | $34.4M | 2.35% | −2,835−2.0% | Reduced |
| Red Door Wealth Management, LLC | 136,889 | $34.3M | 5.25% | +16,040+13.3% | Added |
| Stonebridge Financial Group, LLC | 136,837 | $34.3M | 3.78% | +136,837 | New |
| South Street Advisors LLC | 136,778 | $34.3M | 5.25% | −6,960−4.8% | Reduced |
| MidWestOne Financial Group, Inc. | 136,721 | $34.2M | 4.81% | −1,433−1.0% | Reduced |
| King Wealth | 136,570 | $34.2M | 4.99% | +12,210+9.8% | Added |
| Bensler, LLC | 136,273 | $34.1M | 4.06% | +3,725+2.8% | Added |
| Covington Investment Advisors Inc. | 136,200 | $34.1M | 5.12% | +764+0.6% | Added |
| Hardy Reed LLC | 136,107 | $34.1M | 3.00% | +490+0.4% | Added |
| Wellington Shields Capital Management, LLC | 136,043 | $34.1M | 6.03% | −2,646−1.9% | Reduced |
| FourThought Financial Partners, LLC | 136,017 | $34.1M | 3.54% | −2,702−1.9% | Reduced |
| Laurel Wealth Advisors LLC | 136,005 | $34.1M | 5.32% | −834−0.6% | Reduced |
| Arjuna Capital | 135,962 | $34.0M | 9.06% | −2,868−2.1% | Reduced |
| Jamison Private Wealth Management, Inc. | 135,943 | $34.0M | 5.03% | +19,110+16.4% | Added |
| RPG Investment Advisory, LLC | 135,777 | $34.0M | 4.56% | −80−0.1% | Reduced |
| Brandywine Oak Private Wealth LLC | 135,722 | $34.0M | 3.32% | +34,294+33.8% | Added |
| Leo Wealth, LLC | 135,417 | $33.9M | 3.04% | −3,796−2.7% | Reduced |
| NTV Asset Management LLC | 135,402 | $33.9M | 4.47% | −3,957−2.8% | Reduced |
| Monetary Management Group Inc | 135,313 | $33.9M | 8.80% | −2,670−1.9% | Reduced |
| Canandaigua National Bank & Trust Co | 135,307 | $33.9M | 3.34% | −4,030−2.9% | Reduced |
| Missouri Trust & Investment Co | 135,287 | $33.9M | 11.89% | −12,602−8.5% | Reduced |
| Westwood Wealth Management | 135,158 | $33.8M | 12.23% | −7,343−5.2% | Reduced |
| Skylands Capital, LLC | 135,055 | $33.8M | 4.72% | −18,000−11.8% | Reduced |
| Sterling Investment Advisors, Ltd. | 134,894 | $33.8M | 8.19% | −1,631−1.2% | Reduced |
| Dnca Finance | 134,801 | $33.8M | 2.63% | +65,331+94.0% | Added |
| Howard Financial Services, Ltd. | 134,741 | $33.7M | 4.59% | +1,337+1.0% | Added |
| Alley Investment Management Company, LLC | 134,461 | $33.7M | 4.26% | +1,363+1.0% | Added |
| Hamilton Wealth, LLC | 134,198 | $33.6M | 8.14% | −1,731−1.3% | Reduced |
| James Investment Research Inc | 134,194 | $33.6M | 4.00% | −2,354−1.7% | Reduced |
| Mark Asset Management LP | 134,162 | $33.6M | 5.18% | −47,744−26.2% | Reduced |
| Cypress Wealth Services, LLC | 133,980 | $33.6M | 6.74% | +462+0.3% | Added |
| Syon Capital LLC | 133,933 | $33.5M | 3.02% | −2,872−2.1% | Reduced |
| Vista Wealth Management Group, LLC | 133,913 | $33.5M | 2.16% | +9,924+8.0% | Added |
| Parr McKnight Wealth Management Group, LLC | 133,888 | $33.5M | 4.81% | +133,888 | New |
| one8zero8, LLC | 133,856 | $33.5M | 7.23% | +133,856 | New |
| Strategic Wealth Partners, Ltd. | 138,600 | $33.5M | 2.77% | +24,662+21.6% | Added |
| Clarity Wealth Advisors, LLC | 133,590 | $33.5M | 9.12% | +1,797+1.4% | Added |
| Clarius Group, LLC | 133,424 | $33.4M | 2.28% | −7,274−5.2% | Reduced |
| Bourne Lent Asset Management Inc | 133,258 | $33.4M | 12.72% | −3,186−2.3% | Reduced |
| Ardent Capital Management, Inc. | 132,958 | $33.3M | 15.15% | −9,458−6.6% | Reduced |
| Parthenon LLC | 132,329 | $33.1M | 4.01% | +5,936+4.7% | Added |
| Resolute Wealth Strategies, LLC | 132,272 | $33.1M | 17.04% | −1,915−1.4% | Reduced |
| Ironwood Investment Counsel, LLC | 132,230 | $33.1M | 5.67% | −1,385−1.0% | Reduced |
| Simmons Bank | 132,205 | $33.1M | 2.42% | −436−0.3% | Reduced |
| Hills Bank & Trust Co | 132,071 | $33.1M | 2.49% | −2,084−1.6% | Reduced |
| Embree Financial Group | 131,997 | $33.1M | 5.65% | −2,550−1.9% | Reduced |
| First Hawaiian Bank | 131,958 | $33.0M | 1.07% | +13,949+11.8% | Added |
| Steele Capital Management, Inc. | 131,878 | $33.0M | 1.72% | −329−0.2% | Reduced |
| CCM Investment Advisers LLC | 131,781 | $33.0M | 3.65% | +126+0.1% | Added |
| XML Financial, LLC | 131,191 | $32.9M | 3.01% | +1,351+1.0% | Added |
| GPS Wealth Strategies Group, LLC | 131,109 | $32.8M | 4.21% | −5,825−4.3% | Reduced |
| Wallington Asset Management, LLC | 130,754 | $32.7M | 4.73% | −803−0.6% | Reduced |
| Chemistry Wealth Management LLC | 130,607 | $32.7M | 7.67% | −9,661−6.9% | Reduced |
| Callan Capital, LLC | 130,547 | $32.7M | 2.39% | −1,026−0.8% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 130,441 | $32.7M | 6.86% | −15,119−10.4% | Reduced |
| Chickasaw Capital Management LLC | 130,433 | $32.7M | 1.32% | −484−0.4% | Reduced |
| Oxford Financial Group Ltd | 130,357 | $32.6M | 2.11% | −2,011−1.5% | Reduced |
| Oddo BHF Asset Management SAS | 130,270 | $32.6M | 1.65% | −4,956−3.7% | Reduced |
| Trust Point Inc. | 130,045 | $32.6M | 2.26% | +7,813+6.4% | Added |
| Magnus Financial Group LLC | 130,030 | $32.6M | 3.15% | +8,587+7.1% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 130,001 | $32.6M | 2.10% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 129,862 | $32.5M | 2.68% | +2,803+2.2% | Added |
| Anchor Investment Management, LLC | 129,809 | $32.5M | 3.03% | +4,086+3.3% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 129,560 | $32.4M | 0.04% | +829+0.6% | Added |
| Litman Gregory Asset Management LLC | 129,322 | $32.4M | 2.81% | −6,233−4.6% | Reduced |
| Platform Technology Partners | 129,279 | $32.4M | 9.81% | −3,749−2.8% | Reduced |
| Sompo Asset Management Co., Ltd. | 128,924 | $32.3M | 5.45% | −25,062−16.3% | Reduced |
| Founders Financial Alliance, LLC | 128,750 | $32.2M | 8.86% | +909+0.7% | Added |
| Jackson Square Capital, LLC | 128,738 | $32.2M | 7.77% | +5,506+4.5% | Added |
| Manchester Global Management (UK) Ltd | 128,699 | $32.2M | 4.25% | −8,969−6.5% | Reduced |
| Atwood & Palmer Inc | 128,519 | $32.2M | 2.21% | −257−0.2% | Reduced |
| Regal Investment Advisors LLC | 128,491 | $32.2M | 2.42% | −5,618−4.2% | Reduced |
| Activest Wealth Management | 128,391 | $32.2M | 8.99% | +2,776+2.2% | Added |
| RKL Wealth Management LLC | 127,972 | $32.0M | 2.85% | +15,446+13.7% | Added |
| Hudson Valley Investment Advisors Inc | 127,944 | $32.0M | 3.63% | −2,826−2.2% | Reduced |
| CFO4Life Group, LLC | 127,858 | $32.0M | 5.62% | −340.0% | Reduced |
| Bogart Wealth, LLC | 127,735 | $32.0M | 1.52% | +2,430+1.9% | Added |
| Anderson Hoagland & Co | 139,020 | $32.0M | 3.29% | −14,684−9.6% | Reduced |
| Main Street Financial Solutions, LLC | 127,608 | $32.0M | 3.15% | +7,493+6.2% | Added |
| Legacy Capital Group California, Inc. | 127,565 | $31.9M | 9.74% | −1,052−0.8% | Reduced |
| Benin Management CORP | 127,563 | $31.9M | 8.81% | −65−0.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 127,440 | $31.9M | 7.92% | −3,110−2.4% | Reduced |
| Ibex Wealth Advisors | 127,368 | $31.9M | 3.76% | −146,494−53.5% | Reduced |
| New Hampshire Trust | 127,341 | $31.9M | 6.72% | +557+0.4% | Added |
| Sage Mountain Advisors LLC | 127,313 | $31.9M | 2.33% | +15,224+13.6% | Added |
| Wittenberg Investment Management, Inc. | 127,201 | $31.9M | 12.50% | −14,944−10.5% | Reduced |
| Fischer Financial Services, Inc. | 127,009 | $31.8M | 10.02% | +127,009 | New |
| Norden Group LLC | 126,900 | $31.8M | 3.59% | +843+0.7% | Added |
| Institute for Wealth Management, LLC. | 126,770 | $31.7M | 3.99% | −1,135−0.9% | Reduced |
| GenTrust, LLC | 126,736 | $31.7M | 1.38% | +2,906+2.3% | Added |
| SevenBridge Financial Group, LLC | 136,394 | $31.7M | 6.00% | −8,440−5.8% | Reduced |
| Pettyjohn, Wood & White, Inc | 126,272 | $31.6M | 5.80% | −2,894−2.2% | Reduced |
| Nwi Management LP | 126,100 | $31.6M | 2.50% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 125,948 | $31.5M | 4.04% | +307+0.2% | Added |
| Perennial Advisors, LLC | 125,821 | $31.5M | 6.86% | +125,821 | New |
| Icon Wealth Advisors, LLC | 125,737 | $31.5M | 2.59% | +2,250+1.8% | Added |
| Intrust Bank NA | 125,647 | $31.5M | 3.19% | −3,133−2.4% | Reduced |
| Verity & Verity, LLC | 125,604 | $31.5M | 2.87% | +5,631+4.7% | Added |
| Centre Asset Management, LLC | 125,528 | $31.4M | 7.19% | +54,297+76.2% | Added |