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 |
|---|---|---|---|---|---|
| Barlow Wealth Partners, Inc. | 119,414 | $28.4M | 3.59% | +526+0.4% | Added |
| Mystic Asset Management, Inc. | 113,299 | $28.4M | 7.61% | +62,573+123.4% | Added |
| Sowa Financial Group, Inc. | 113,184 | $28.3M | 17.75% | −3,929−3.4% | Reduced |
| Savvy Advisors, Inc. | 113,136 | $28.3M | 3.41% | +71,202+169.8% | Added |
| Weil Company, Inc. | 113,124 | $28.3M | 9.80% | +13,879+14.0% | Added |
| GFG Capital, LLC | 113,042 | $28.3M | 7.78% | −845−0.7% | Reduced |
| GWN Securities Inc. | 126,179 | $28.3M | 7.56% | +126,179 | New |
| Oak Associates, Ltd | 112,894 | $28.3M | 1.95% | 00.0% | Unchanged |
| Essex Savings Bank | 112,648 | $28.2M | 6.98% | +830+0.7% | Added |
| Intact Investment Management Inc. | 112,580 | $28.2M | 0.98% | +69,280+160.0% | Added |
| Connecticut Wealth Management, LLC | 112,439 | $28.2M | 1.38% | +716+0.6% | Added |
| Grand Jean Capital Management Inc | 112,394 | $28.1M | 6.54% | −4,197−3.6% | Reduced |
| Sierra Capital LLC | 112,275 | $28.1M | 3.33% | −1,169−1.0% | Reduced |
| Cornerstone Advisory, LLC | 114,918 | $28.1M | 3.19% | −11,074−8.8% | Reduced |
| Mirabella Financial Services LLP | 112,132 | $28.1M | 2.56% | +110,118+5,467.6% | Added |
| GeoWealth Management, LLC | 111,890 | $28.0M | 0.92% | −2,580−2.3% | Reduced |
| Regent Peak Wealth Advisors LLC | 111,858 | $28.0M | 6.29% | +1,050+0.9% | Added |
| Garde Capital, Inc. | 111,818 | $28.0M | 1.85% | +908+0.8% | Added |
| MONECO Advisors, LLC | 111,599 | $27.9M | 2.95% | +9,454+9.3% | Added |
| Trifecta Capital Advisors, LLC | 111,316 | $27.9M | 5.51% | −1,710−1.5% | Reduced |
| Prairie Sky Financial Group LLC | 111,289 | $27.9M | 17.09% | −354−0.3% | Reduced |
| Brady Family Wealth, LLC | 111,124 | $27.8M | 8.54% | −2,000−1.8% | Reduced |
| Summit X, LLC | 111,116 | $27.8M | 6.17% | −3,259−2.8% | Reduced |
| Beck Mack & Oliver LLC | 111,094 | $27.8M | 0.51% | −2,178−1.9% | Reduced |
| Plimoth Trust Co LLC | 110,826 | $27.8M | 7.13% | −1,070−1.0% | Reduced |
| Willis Investment Counsel | 110,581 | $27.7M | 1.82% | +470.0% | Added |
| Sava Infond d.o.o. | 110,470 | $27.7M | 4.89% | +110,470 | New |
| Sanders Morris Harris LLC | 109,502 | $27.6M | 4.13% | −8,213−7.0% | Reduced |
| Northern Oak Wealth Management Inc | 110,286 | $27.6M | 3.50% | −7,390−6.3% | Reduced |
| Keel Point, LLC | 110,246 | $27.6M | 2.21% | +4,078+3.8% | Added |
| BSW Wealth Partners | 110,171 | $27.6M | 4.05% | +7,373+7.2% | Added |
| Cable Car Capital LLC | 110,000 | $27.5M | 2.10% | +110,000 | New |
| Putney Financial Group LLC | 109,621 | $27.5M | 24.45% | +109,621 | New |
| Personal Cfo Solutions, LLC | 109,617 | $27.5M | 5.40% | +3,588+3.4% | Added |
| Wellington Shields & Co., LLC | 109,510 | $27.4M | 8.41% | −1,261−1.1% | Reduced |
| Principal Street Partners, LLC | 109,340 | $27.4M | 5.38% | −105,968−49.2% | Reduced |
| Catalytic Wealth RIA, LLC | 109,155 | $27.3M | 4.80% | −7,658−6.6% | Reduced |
| Tudor Investment Corp Et Al | 109,125 | $27.3M | 0.29% | +61,743+130.3% | Added |
| University of Texas/Texas Am Investment Managment Co | 109,053 | $27.3M | 3.23% | +6,211+6.0% | Added |
| AdvisorNet Financial, Inc | 108,764 | $27.2M | 2.28% | −7,982−6.8% | Reduced |
| Everhart Financial Group, Inc. | 108,728 | $27.2M | 5.60% | +13,913+14.7% | Added |
| Prestige Wealth Management Group LLC | 108,704 | $27.2M | 5.66% | −680−0.6% | Reduced |
| Harvard Management Co Inc | 108,700 | $27.2M | 1.61% | +108,700 | New |
| Lester Murray Antman dba SimplyRich | 108,654 | $27.2M | 7.77% | −1,352−1.2% | Reduced |
| Sierra Summit Advisors LLC | 108,615 | $27.2M | 5.46% | −5,205−4.6% | Reduced |
| Leonteq Securities AG | 105,029 | $27.2M | 2.68% | +20,083+23.6% | Added |
| Alexander Labrunerie & Co., Inc. | 108,578 | $27.2M | 12.02% | −1,334−1.2% | Reduced |
| Romano Brothers and Company | 108,364 | $27.1M | 3.42% | −1,363−1.2% | Reduced |
| Proficio Capital Partners LLC | 108,247 | $27.1M | 2.20% | +19,239+21.6% | Added |
| Peddock Capital Advisors, LLC | 108,009 | $27.0M | 6.48% | −860−0.8% | Reduced |
| Nikko Asset Management Americas, Inc. | 107,964 | $27.0M | 0.29% | −17,633−14.0% | Reduced |
| Whitener Capital Management, Inc. | 107,746 | $27.0M | 7.56% | −2,277−2.1% | Reduced |
| Atwater Malick LLC | 107,350 | $26.9M | 9.01% | −4,376−3.9% | Reduced |
| Trustmark National Bank Trust Department | 107,195 | $26.8M | 1.99% | −672−0.6% | Reduced |
| Smith Anglin Financial, LLC | 107,102 | $26.8M | 2.52% | −2,281−2.1% | Reduced |
| CMH Wealth Management LLC | 107,097 | $26.8M | 6.14% | +935+0.9% | Added |
| SRS Capital Advisors, Inc. | 107,036 | $26.8M | 1.69% | +37,183+53.2% | Added |
| 180 Wealth Advisors, LLC | 106,853 | $26.8M | 4.19% | −94−0.1% | Reduced |
| Elk River Wealth Management, LLC | 106,529 | $26.7M | 4.83% | −435−0.4% | Reduced |
| True North Advisors, LLC | 106,259 | $26.6M | 6.27% | +5,937+5.9% | Added |
| Facet Wealth, Inc. | 116,886 | $26.6M | 0.71% | −14,182−10.8% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 105,664 | $26.5M | 9.24% | −1,922−1.8% | Reduced |
| Wernau Asset Management Inc. | 105,507 | $26.4M | 25.57% | +105,507 | New |
| Aaron Wealth Advisors | 105,272 | $26.4M | 3.06% | +7,501+7.7% | Added |
| Clean Yield Group | 105,124 | $26.3M | 8.37% | +676+0.6% | Added |
| Vishria Bird Financial Group, LLC | 105,076 | $26.3M | 9.22% | −673−0.6% | Reduced |
| Rappaport Reiches Capital Management, LLC | 105,045 | $26.3M | 6.79% | −313−0.3% | Reduced |
| Focused Wealth Management, Inc | 104,986 | $26.3M | 3.55% | +414+0.4% | Added |
| Altfest L J & Co Inc | 104,975 | $26.3M | 3.35% | −294−0.3% | Reduced |
| Ridgecrest Wealth Partners, LLC | 104,837 | $26.3M | 14.24% | −590−0.6% | Reduced |
| Paulson Wealth Management Inc. | 104,764 | $26.2M | 7.16% | −1,226−1.2% | Reduced |
| Financial Partners Group, Inc | 104,745 | $26.2M | 3.83% | −1,969−1.8% | Reduced |
| GDS Wealth Management | 104,647 | $26.2M | 2.39% | +11,894+12.8% | Added |
| Millennium Capital Advisors, LLC | 104,640 | $26.2M | 17.89% | −10,607−9.2% | Reduced |
| Cyrus J. Lawrence, LLC | 104,341 | $26.1M | 5.05% | −213−0.2% | Reduced |
| Little House Capital LLC | 103,901 | $26.0M | 7.43% | −1,169−1.1% | Reduced |
| Hamilton Point Investment Advisors, LLC | 103,885 | $26.0M | 4.69% | +4,228+4.2% | Added |
| MEMBERS Trust Co | 103,880 | $26.0M | 0.90% | −578−0.6% | Reduced |
| Abner Herrman & Brock LLC | 103,869 | $26.0M | 3.23% | +795+0.8% | Added |
| Fundamentun, LLC | 103,769 | $26.0M | 1.56% | +3,449+3.4% | Added |
| Te Ahumairangi Investment Management Ltd | 103,514 | $25.9M | 5.42% | −17,519−14.5% | Reduced |
| Green Harvest Asset Management LLC | 103,336 | $25.9M | 0.51% | +872+0.9% | Added |
| HTLF Bank | 103,263 | $25.9M | 2.92% | −3,892−3.6% | Reduced |
| Harrell Investment Partners, LLC | 103,256 | $25.9M | 7.23% | +240+0.2% | Added |
| Harvey Capital Management Inc | 103,191 | $25.8M | 6.08% | 00.0% | Unchanged |
| Navalign, LLC | 103,017 | $25.8M | 7.58% | +2,829+2.8% | Added |
| Tufton Capital Management | 103,012 | $25.8M | 4.88% | −1,866−1.8% | Reduced |
| Mattern Wealth Management LLC | 102,808 | $25.7M | 5.68% | −7,086−6.4% | Reduced |
| Monograph Wealth Advisors, LLC | 102,776 | $25.7M | 3.40% | +5,296+5.4% | Added |
| Laird Norton Trust Company, LLC | 102,640 | $25.7M | 3.51% | −141−0.1% | Reduced |
| Haverford Financial Services, Inc. | 102,597 | $25.7M | 7.83% | +357+0.3% | Added |
| Marks Group Wealth Management, Inc | 102,512 | $25.7M | 2.53% | −813−0.8% | Reduced |
| D L Carlson Investment Group Inc | 102,500 | $25.7M | 4.57% | −1,907−1.8% | Reduced |
| Clough Capital Partners L P | 102,490 | $25.7M | 2.94% | −124,300−54.8% | Reduced |
| Mirador Capital Partners LP | 102,404 | $25.6M | 4.65% | +711+0.7% | Added |
| Ithaka Group LLC | 102,399 | $25.6M | 4.72% | −4,033−3.8% | Reduced |
| Spectrum Wealth Counsel, LLC | 102,398 | $25.6M | 3.01% | −421−0.4% | Reduced |
| Manske Wealth Management | 102,198 | $25.6M | 10.17% | +102,198 | New |
| Canvas Wealth Advisors, LLC | 102,120 | $25.6M | 6.42% | −1,476−1.4% | Reduced |
| TigerOak Management, L.L.C. | 101,936 | $25.5M | 9.34% | +101,936 | New |