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 |
|---|---|---|---|---|---|
| Southland Equity Partners LLC | 125,384 | $31.4M | 7.31% | +83+0.1% | Added |
| Gilliland Jeter Wealth Management LLC | 125,309 | $31.4M | 10.59% | −1,704−1.3% | Reduced |
| Edgestream Partners, L.P. | 124,791 | $31.3M | 1.33% | +44,134+54.7% | Added |
| Retirement Planning Group | 124,711 | $31.2M | 1.57% | +300.0% | Added |
| Concentrum Wealth Management | 124,693 | $31.2M | 10.98% | +1,688+1.4% | Added |
| Sigma Investment Counselors Inc | 124,544 | $31.2M | 1.83% | −1,805−1.4% | Reduced |
| Skye Global Management LP | 124,500 | $31.2M | 0.65% | −162,000−56.5% | Reduced |
| Cache Advisors, LLC | 124,467 | $31.2M | 12.99% | +124,467 | New |
| Claro Advisors LLC | 124,219 | $31.1M | 4.21% | +953+0.8% | Added |
| Holderness Investments Co | 124,028 | $31.1M | 6.85% | −1,315−1.0% | Reduced |
| Golden State Wealth Management, LLC | 123,818 | $31.0M | 4.65% | +123,818 | New |
| Canal Capital Management, LLC | 123,577 | $30.9M | 5.01% | −1,079−0.9% | Reduced |
| Citizens National Bank Trust Department | 123,342 | $30.9M | 6.53% | −91−0.1% | Reduced |
| Horiko Capital Management LLC | 122,644 | $30.8M | 8.90% | −2,392−1.9% | Reduced |
| LVW Advisors, LLC | 122,808 | $30.8M | 3.77% | −4,603−3.6% | Reduced |
| Hilton Capital Management, LLC | 122,465 | $30.7M | 2.65% | −13,252−9.8% | Reduced |
| Hutchinson Capital Management | 122,315 | $30.6M | 5.78% | −2,246−1.8% | Reduced |
| Dundas Partners LLP | 122,222 | $30.6M | 2.15% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 122,127 | $30.6M | 0.26% | +2,348+2.0% | Added |
| Patton Albertson Miller Group, LLC | 121,992 | $30.5M | 4.09% | −314−0.3% | Reduced |
| Naviter Wealth, LLC | 121,788 | $30.5M | 3.68% | +18,929+18.4% | Added |
| Valley National Advisers Inc | 121,792 | $30.5M | 5.48% | +2,416+2.0% | Added |
| Baader Bank INC | 121,763 | $30.5M | 2.80% | −28,165−18.8% | Reduced |
| Tradition Wealth Management, LLC | 121,441 | $30.4M | 2.68% | −3,032−2.4% | Reduced |
| Community Financial Services Group, LLC | 121,407 | $30.4M | 6.03% | +2,108+1.8% | Added |
| Waratah Capital Advisors Ltd. | 121,364 | $30.4M | 1.70% | +121,364 | New |
| Generali Investments, Management Co LLC | 121,186 | $30.3M | 7.84% | +121,186 | New |
| Zions Bancorporation, N.A. | 120,795 | $30.2M | 1.91% | +14,165+13.3% | Added |
| Independence Bank of Kentucky | 120,698 | $30.2M | 4.65% | +20,441+20.4% | Added |
| Graves-Light Private Wealth Management, Inc. | 120,620 | $30.2M | 3.76% | −983−0.8% | Reduced |
| Creative Financial Designs Inc | 120,618 | $30.2M | 2.45% | −308−0.3% | Reduced |
| Huntleigh Advisors, Inc. | 120,484 | $30.2M | 6.50% | +120,484 | New |
| Elyxium Wealth, LLC | 120,378 | $30.1M | 18.36% | +24,364+25.4% | Added |
| Arcadia Investment Management Corp | 120,153 | $30.1M | 4.81% | +291+0.2% | Added |
| City Holding Co | 120,079 | $30.1M | 4.26% | −7,158−5.6% | Reduced |
| RBF Capital, LLC | 120,000 | $30.1M | 1.56% | 00.0% | Unchanged |
| Wilmar Advisors LLC | 120,000 | $30.1M | 27.80% | +120,000 | New |
| Regatta Capital Group, LLC | 119,902 | $30.0M | 5.82% | −11,618−8.8% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 119,531 | $29.9M | 3.06% | −348−0.3% | Reduced |
| Quantum Private Wealth, LLC | 119,491 | $29.9M | 9.57% | +454+0.4% | Added |
| Pioneer Trust Bank N A | 119,466 | $29.9M | 7.53% | −2,194−1.8% | Reduced |
| Broderick Brian C | 119,441 | $29.9M | 5.87% | +2,170+1.9% | Added |
| Gluskin Sheff & Assoc Inc | 119,400 | $29.9M | 3.58% | −5,357−4.3% | Reduced |
| RMR Wealth Builders | 119,262 | $29.9M | 3.09% | +786+0.7% | Added |
| J. W. Coons Advisors, LLC | 119,217 | $29.9M | 7.67% | −3,033−2.5% | Reduced |
| Old Mission Investment Co LLC | 119,174 | $29.8M | 8.88% | +521+0.4% | Added |
| Sunbelt Securities, Inc. | 118,301 | $29.8M | 2.63% | +2,808+2.4% | Added |
| Peak Asset Management, LLC | 119,026 | $29.8M | 5.51% | −1,946−1.6% | Reduced |
| Advisory Alpha, LLC | 118,983 | $29.8M | 1.06% | +5,409+4.8% | Added |
| Strategic Planning Group, LLC | 118,970 | $29.8M | 5.47% | −10,342−8.0% | Reduced |
| Winch Advisory Services, LLC | 118,943 | $29.8M | 7.75% | −2,517−2.1% | Reduced |
| L & S Advisors Inc | 118,784 | $29.7M | 3.26% | −16,084−11.9% | Reduced |
| Cardiff Park Advisors, LLC | 118,773 | $29.7M | 2.84% | −2,358−1.9% | Reduced |
| Burling Wealth Partners, LLC | 118,760 | $29.7M | 6.07% | +118,760 | New |
| Susquehanna Fundamental Investments, LLC | 118,513 | $29.7M | 0.50% | +118,513 | New |
| RVW Wealth, LLC | 118,321 | $29.6M | 2.76% | +33,993+40.3% | Added |
| Core Alternative Capital | 118,299 | $29.6M | 6.19% | −22,242−15.8% | Reduced |
| Shepherd Financial Partners LLC | 117,993 | $29.5M | 3.53% | −3,526−2.9% | Reduced |
| Tyler-Stone Wealth Management | 117,832 | $29.5M | 5.25% | +1,488+1.3% | Added |
| Cypress Asset Management Inc | 114,870 | $29.5M | 7.32% | −4,033−3.4% | Reduced |
| Tiff Advisory Services Inc | 155,729 | $29.5M | 9.99% | +84,574+118.9% | Added |
| Security National Bank | 117,433 | $29.4M | 4.20% | −2,752−2.3% | Reduced |
| Marietta Wealth Management, LLC | 117,315 | $29.4M | 4.21% | +797+0.7% | Added |
| Bellecapital International Ltd. | 117,254 | $29.4M | 5.19% | +4,079+3.6% | Added |
| TTP Investments, Inc. | 117,238 | $29.4M | 10.26% | +4,561+4.0% | Added |
| Proequities, Inc. | 150,811 | $29.3M | 1.66% | +10,219+7.3% | Added |
| RPS Advisory Solutions LLC | 117,170 | $29.3M | 18.26% | −1,460−1.2% | Reduced |
| Golden State Equity Partners | 116,941 | $29.3M | 5.60% | −8,031−6.4% | Reduced |
| Lee Financial Co | 116,838 | $29.3M | 4.11% | −4,228−3.5% | Reduced |
| Liberty Wealth Management LLC | 116,709 | $29.2M | 4.87% | −1,740−1.5% | Reduced |
| Selway Asset Management | 116,666 | $29.2M | 11.48% | −6,096−5.0% | Reduced |
| TRUE Private Wealth Advisors | 116,384 | $29.1M | 3.54% | −1,813−1.5% | Reduced |
| Hoertkorn Richard Charles | 116,273 | $29.1M | 11.97% | −6,756−5.5% | Reduced |
| Broadleaf Partners, LLC | 116,157 | $29.1M | 6.79% | −3,001−2.5% | Reduced |
| James J. Burns & Company, LLC | 116,122 | $29.1M | 5.06% | +1,283+1.1% | Added |
| Galvin, Gaustad & Stein, LLC | 116,022 | $29.1M | 2.60% | −8,463−6.8% | Reduced |
| Jasper Ridge Partners, L.P. | 115,685 | $29.0M | 0.92% | +108+0.1% | Added |
| American Money Management, LLC | 115,635 | $29.0M | 5.65% | −2,412−2.0% | Reduced |
| Conning Inc. | 115,560 | $28.9M | 1.01% | −4,722−3.9% | Reduced |
| Nicholas Hoffman & Company, LLC. | 115,384 | $28.9M | 1.16% | −2,336−2.0% | Reduced |
| First Western Trust Bank | 115,349 | $28.9M | 1.33% | −74−0.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 115,347 | $28.9M | 5.83% | +331+0.3% | Added |
| Plancorp, LLC | 115,325 | $28.9M | 1.19% | +3,128+2.8% | Added |
| Wells Trecaso Financial Group, LLC | 115,155 | $28.8M | 9.43% | −3,003−2.5% | Reduced |
| Arrow Financial Corp | 115,147 | $28.8M | 2.74% | −2,237−1.9% | Reduced |
| TD Private Client Wealth LLC | 114,912 | $28.8M | 0.80% | +8,023+7.5% | Added |
| McGuire Investment Group, LLC | 114,880 | $28.8M | 4.15% | −350.0% | Reduced |
| Money Concepts Capital Corp | 114,804 | $28.7M | 2.14% | −5,507−4.6% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 114,800 | $28.7M | 8.46% | −1,400−1.2% | Reduced |
| Valicenti Advisory Services Inc | 114,284 | $28.6M | 7.13% | −3,920−3.3% | Reduced |
| Oxbow Advisors, LLC | 114,194 | $28.6M | 3.37% | +2,241+2.0% | Added |
| Edge Capital Group, LLC | 114,186 | $28.6M | 1.28% | +3,821+3.5% | Added |
| Scott & Selber, Inc. | 114,056 | $28.6M | 8.60% | −3,015−2.6% | Reduced |
| JCIC Asset Management Inc. | 114,026 | $28.6M | 11.57% | +2,465+2.2% | Added |
| Farmers Trust Co | 113,909 | $28.5M | 5.32% | −302−0.3% | Reduced |
| Brown Miller Wealth Management, LLC | 113,873 | $28.5M | 10.94% | +1,137+1.0% | Added |
| Gamco Investors, Inc. Et Al | 113,829 | $28.5M | 0.30% | −6,486−5.4% | Reduced |
| Westover Capital Advisors, LLC | 113,812 | $28.5M | 6.27% | −524−0.5% | Reduced |
| HughesLittle Investment Management Ltd. | 113,564 | $28.4M | 5.39% | −41,822−26.9% | Reduced |
| Decatur Capital Management, Inc. | 113,515 | $28.4M | 12.96% | −1,688−1.5% | Reduced |