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; 6,151 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 | 6,151 | $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 | 4,404 | $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 |
|---|---|---|---|---|---|
| Oak Harvest Investment Services | 101,837 | $25.5M | 3.56% | +7,631+8.1% | Added |
| True Blue (BVI) Ltd | 101,800 | $25.5M | 15.70% | +101,800 | New |
| Montag & Caldwell, LLC | 101,639 | $25.5M | 5.43% | −7,725−7.1% | Reduced |
| GSG Advisors LLC | 101,486 | $25.4M | 8.01% | −2,671−2.6% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 101,487 | $25.4M | 15.68% | −1,002−1.0% | Reduced |
| Stockman Wealth Management, Inc. | 101,345 | $25.4M | 3.97% | −1,121−1.1% | Reduced |
| PFC Capital Group, Inc. | 101,074 | $25.3M | 12.24% | −2,335−2.3% | Reduced |
| Ballast Advisors LLC | 101,037 | $25.3M | 7.80% | −2,117−2.1% | Reduced |
| Financial Avengers, Inc. | 100,787 | $25.2M | 11.90% | −12,422−11.0% | Reduced |
| PDS Planning, Inc | 100,647 | $25.2M | 2.24% | +1,045+1.0% | Added |
| Silver Oak Securities, Inc | 99,910 | $25.2M | 2.34% | +20,396+25.7% | Added |
| CenterBook Partners LP | 100,532 | $25.2M | 1.50% | +4,261+4.4% | Added |
| Bearing Point Capital, LLC | 100,366 | $25.1M | 5.24% | +100,366 | New |
| Skopos Labs, Inc. | 100,258 | $25.1M | 7.48% | +6,821+7.3% | Added |
| Sentinel Trust Co Lba | 99,947 | $25.0M | 2.87% | −598−0.6% | Reduced |
| Nelson Capital Management, LLC | 99,935 | $25.0M | 4.15% | +1,726+1.8% | Added |
| Jacobi Capital Management LLC | 99,567 | $24.9M | 1.86% | +4,616+4.9% | Added |
| Capital Planning Advisors, LLC | 99,403 | $24.9M | 3.84% | −547−0.5% | Reduced |
| Asset Management Group, Inc. | 99,397 | $24.9M | 4.43% | −437−0.4% | Reduced |
| Portfolio Design Labs, LLC | 99,388 | $24.9M | 5.11% | +19,850+25.0% | Added |
| Jeppson Wealth Management, LLC | 99,288 | $24.9M | 9.02% | −593−0.6% | Reduced |
| CloudAlpha Capital Management Limited/Hong Kong | 99,218 | $24.8M | 5.17% | +99,218 | New |
| Motco | 99,154 | $24.8M | 2.55% | −3,378−3.3% | Reduced |
| Traphagen Investment Advisors LLC | 99,102 | $24.8M | 2.52% | +516+0.5% | Added |
| Catalyst Financial Partners LLC | 98,992 | $24.8M | 4.66% | +2,403+2.5% | Added |
| FRG Family Wealth Advisors LLC | 98,890 | $24.8M | 4.50% | −273−0.3% | Reduced |
| Montis Financial, LLC | 98,679 | $24.7M | 7.63% | +3,492+3.7% | Added |
| Mitchell Sinkler & Starr | 98,584 | $24.7M | 6.59% | −6,600−6.3% | Reduced |
| Benedict Financial Advisors Inc | 98,428 | $24.6M | 5.98% | −1,680−1.7% | Reduced |
| Key Financial Inc | 98,314 | $24.6M | 5.60% | −1,458−1.5% | Reduced |
| Peterson Wealth Services | 98,047 | $24.6M | 7.37% | −747−0.8% | Reduced |
| Watts Gwilliam & Co., LLC | 101,332 | $24.5M | 5.19% | −2,387−2.3% | Reduced |
| Goldstream Capital Management Ltd | 97,982 | $24.5M | 10.41% | −6,897−6.6% | Reduced |
| Round Rock Advisors, LLC | 97,662 | $24.5M | 5.02% | +10,815+12.5% | Added |
| Meridian Wealth Advisors, LLC | 97,554 | $24.4M | 4.03% | +1,185+1.2% | Added |
| Accent Capital Management, LLC | 97,476 | $24.4M | 13.99% | −126−0.1% | Reduced |
| Copeland Capital Management, LLC | 97,466 | $24.4M | 0.45% | −15,517−13.7% | Reduced |
| Atlas Private Wealth Advisors | 97,411 | $24.4M | 3.46% | +390.0% | Added |
| Quadcap Wealth Management, LLC | 97,405 | $24.4M | 3.59% | +3,004+3.2% | Added |
| Riverview Capital Advisers, LLC | 97,287 | $24.4M | 7.35% | −4,128−4.1% | Reduced |
| Harbor Island Capital LLC | 97,285 | $24.4M | 11.66% | −403−0.4% | Reduced |
| Ellis Investment Partners, LLC | 97,227 | $24.3M | 4.79% | −887−0.9% | Reduced |
| LM Advisors LLC | 97,203 | $24.3M | 4.36% | −9,389−8.8% | Reduced |
| Peak Planning Group, LLC | 96,907 | $24.3M | 10.11% | −1,825−1.8% | Reduced |
| Moloney Securities Asset Management, LLC | 96,834 | $24.2M | 3.25% | −3,064−3.1% | Reduced |
| CCM Investment Group, LLC | 96,116 | $24.2M | 2.64% | +96,116 | New |
| WoodTrust Financial Corp | 96,531 | $24.2M | 3.40% | +883+0.9% | Added |
| Family Management Corp | 96,309 | $24.1M | 3.91% | +1,481+1.6% | Added |
| Guyasuta Investment Advisors Inc | 96,265 | $24.1M | 1.52% | −2,547−2.6% | Reduced |
| EagleClaw Capital Managment, LLC | 96,133 | $24.1M | 3.82% | +640+0.7% | Added |
| Itau Unibanco Holding S.A. | 96,239 | $24.1M | 0.76% | +92,372+2,388.7% | Added |
| Guardian Investment Management | 95,869 | $24.0M | 17.43% | −2,860−2.9% | Reduced |
| Accurate Wealth Management, LLC | 101,203 | $24.0M | 4.60% | −2,598−2.5% | Reduced |
| Paradigm Financial Partners, LLC | 95,682 | $24.0M | 3.03% | +7,500+8.5% | Added |
| Insight Advisors, LLC | 94,985 | $24.0M | 4.10% | −1,480−1.5% | Reduced |
| Herold Advisors, Inc. | 95,594 | $23.9M | 5.22% | −1,332−1.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 95,553 | $23.9M | 1.99% | −5,754−5.7% | Reduced |
| Diversify Wealth Management, LLC | 100,959 | $23.9M | 1.86% | +37,036+57.9% | Added |
| Pensioenfonds Rail & Ov | 93,664 | $23.9M | 1.62% | +93,664 | New |
| HFR Wealth Management, LLC | 95,163 | $23.8M | 5.89% | −1,089−1.1% | Reduced |
| Hoey Investments, Inc | 95,108 | $23.8M | 4.05% | +17,186+22.1% | Added |
| Taylor Hoffman Capital Management LLC | 94,974 | $23.8M | 8.64% | −1,297−1.3% | Reduced |
| Natural Investments, LLC | 94,798 | $23.7M | 6.57% | +94,798 | New |
| Perkins Coie Trust Co | 94,726 | $23.7M | 5.22% | −2,539−2.6% | Reduced |
| Chelsea Counsel Co | 94,662 | $23.7M | 12.23% | −4,521−4.6% | Reduced |
| NFJ Investment Group, LLC | 94,613 | $23.7M | 0.76% | −5,869−5.8% | Reduced |
| Horizon Investments, LLC | 94,671 | $23.7M | 0.68% | +33,757+55.4% | Added |
| Marcum Wealth, LLC | 94,467 | $23.7M | 2.05% | +2,733+3.0% | Added |
| Villere St Denis J & Co LLC | 94,459 | $23.7M | 2.13% | −2,788−2.9% | Reduced |
| Grandfield & Dodd, LLC | 94,407 | $23.6M | 1.46% | −150−0.2% | Reduced |
| Jessup Wealth Management, Inc | 94,408 | $23.6M | 10.08% | +1,006+1.1% | Added |
| Absher Wealth Management, LLC | 94,344 | $23.6M | 3.09% | −7,939−7.8% | Reduced |
| bLong Financial, LLC | 94,168 | $23.6M | 19.43% | +94,168 | New |
| Adams Asset Advisors, LLC | 94,026 | $23.5M | 3.02% | 00.0% | Unchanged |
| CLG LLC | 93,854 | $23.5M | 8.39% | +93,854 | New |
| Symmetry Partners, LLC | 93,806 | $23.5M | 3.34% | +32,618+53.3% | Added |
| Allen Capital Group, LLC | 93,662 | $23.5M | 2.87% | +3,346+3.7% | Added |
| DF Dent & Co Inc | 93,626 | $23.4M | 0.30% | +7,245+8.4% | Added |
| Act Two Investors LLC | 93,529 | $23.4M | 4.56% | −596−0.6% | Reduced |
| Covenant Asset Management, LLC | 93,427 | $23.4M | 5.19% | −8,795−8.6% | Reduced |
| Chapin Davis, Inc. | 100,236 | $23.4M | 7.62% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 93,252 | $23.4M | 3.46% | −3,433−3.6% | Reduced |
| Werba Rubin Papier Wealth Management | 93,244 | $23.4M | 5.51% | −18,812−16.8% | Reduced |
| BFSG, LLC | 93,197 | $23.3M | 2.73% | −2,493−2.6% | Reduced |
| Guardian Wealth Advisors, LLC | 93,072 | $23.3M | 1.86% | +7,776+9.1% | Added |
| Capital City Trust Co | 93,003 | $23.3M | 5.81% | −666−0.7% | Reduced |
| First PREMIER Bank | 92,983 | $23.3M | 5.93% | −484−0.5% | Reduced |
| Riversedge Advisors, LLC | 92,823 | $23.2M | 5.26% | +568+0.6% | Added |
| Bernard Wealth Management Corp. | 92,778 | $23.2M | 10.93% | +92,778 | New |
| Northstar Asset Management Inc | 92,601 | $23.2M | 6.09% | −4,892−5.0% | Reduced |
| SkyOak Wealth, LLC | 92,577 | $23.2M | 4.96% | +1,239+1.4% | Added |
| St. Clair Advisors, LLC | 92,576 | $23.2M | 6.66% | +212+0.2% | Added |
| Onyx Bridge Wealth Group LLC | 92,432 | $23.1M | 3.33% | +180+0.2% | Added |
| Rench Wealth Management, Inc. | 92,225 | $23.1M | 7.88% | −178−0.2% | Reduced |
| united american securities inc. (d/b/a uas asset management) | 92,201 | $23.1M | 5.57% | +550+0.6% | Added |
| Toth Financial Advisory Corp | 92,199 | $23.1M | 2.72% | −1,025−1.1% | Reduced |
| O'Dell Group, LLC | 92,149 | $23.1M | 5.21% | −2,625−2.8% | Reduced |
| HWG Holdings LP | 92,119 | $23.1M | 7.55% | +1,520+1.7% | Added |
| JTC Employer Solutions Trusteee Ltd | 91,495 | $23.1M | 1.64% | −4,190−4.4% | Reduced |
| Wolverine Trading, LLC | 91,243 | $23.0M | 0.52% | +58,889+182.0% | Added |