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 |
|---|---|---|---|---|---|
| Liberty Capital Management, Inc. | 91,855 | $23.0M | 5.10% | −1,036−1.1% | Reduced |
| Lineweaver Wealth Advisors, LLC | 91,780 | $23.0M | 4.25% | +1,694+1.9% | Added |
| Bill Few Associates, Inc. | 91,615 | $22.9M | 8.07% | −2,028−2.2% | Reduced |
| Loomis Sayles & Co L P | 91,534 | $22.9M | 0.03% | −3,572−3.8% | Reduced |
| Aries Wealth Management | 91,499 | $22.9M | 6.31% | −853−0.9% | Reduced |
| Brave Asset Management Inc | 91,205 | $22.8M | 7.26% | −1,146−1.2% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 91,194 | $22.8M | 3.45% | −2,187−2.3% | Reduced |
| Mission Creek Capital Partners, Inc. | 109,061 | $22.8M | 4.98% | +18,216+20.1% | Added |
| Holcombe Financial, Inc. | 90,965 | $22.8M | 18.76% | +90,965 | New |
| Paragon Capital Management LLC | 90,930 | $22.8M | 12.21% | −5,681−5.9% | Reduced |
| Sterneck Capital Management, LLC | 90,882 | $22.8M | 12.29% | −716−0.8% | Reduced |
| Asset Dedication, LLC | 90,803 | $22.7M | 1.79% | −18,475−16.9% | Reduced |
| Guardian Asset Advisors, LLC | 90,771 | $22.7M | 14.58% | −891−1.0% | Reduced |
| Stonebridge Capital Management Inc | 90,788 | $22.7M | 9.31% | −3,095−3.3% | Reduced |
| Arlington Financial Advisors, LLC | 90,778 | $22.7M | 4.52% | −3,383−3.6% | Reduced |
| Strait & Sound Wealth Management LLC | 90,576 | $22.7M | 10.53% | +12,349+15.8% | Added |
| Ransom Advisory, Ltd | 90,459 | $22.7M | 10.41% | −2,652−2.8% | Reduced |
| Lathrop Investment Management Corp | 90,421 | $22.6M | 4.32% | −5,880−6.1% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 90,357 | $22.6M | 10.37% | −1,906−2.1% | Reduced |
| Titan Global Capital Management USA LLC | 90,298 | $22.6M | 3.43% | −2,362−2.5% | Reduced |
| McCollum Christoferson Group LLC | 90,269 | $22.6M | 6.68% | −676−0.7% | Reduced |
| Isthmus Partners, LLC | 89,982 | $22.5M | 2.74% | −740−0.8% | Reduced |
| Walter & Keenan Financial Consulting Co | 89,890 | $22.5M | 6.80% | −3,004−3.2% | Reduced |
| Armstrong, Fleming & Moore, Inc | 89,816 | $22.5M | 13.63% | −5,041−5.3% | Reduced |
| Vertex Planning Partners, LLC | 89,778 | $22.5M | 4.96% | −587−0.6% | Reduced |
| Central Pacific Bank - Trust Division | 89,725 | $22.5M | 2.94% | −1,504−1.6% | Reduced |
| Trust Co of the South | 89,701 | $22.5M | 4.57% | +15,758+21.3% | Added |
| Chokshi & Queen Wealth Advisors, Inc | 89,690 | $22.5M | 13.94% | +89,690 | New |
| Intellus Advisors LLC | 89,641 | $22.4M | 3.89% | +89,641 | New |
| Berkshire Bank | 89,580 | $22.4M | 5.22% | +2,360+2.7% | Added |
| Westbourne Investment Advisors, Inc. | 89,458 | $22.4M | 7.67% | −1,566−1.7% | Reduced |
| BNC Wealth Management, LLC | 89,438 | $22.4M | 7.37% | −1,063−1.2% | Reduced |
| Martin Investment Management, LLC | 89,418 | $22.4M | 6.15% | −10,761−10.7% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 89,210 | $22.3M | 1.74% | +1,888+2.2% | Added |
| Mayflower Financial Advisors, LLC | 89,126 | $22.3M | 3.34% | −212−0.2% | Reduced |
| Strategic Investment Advisors | 89,108 | $22.3M | 2.37% | −2,332−2.6% | Reduced |
| Gladius Capital Management LP | 89,091 | $22.3M | 12.83% | +16,790+23.2% | Added |
| Merriman Wealth Management, LLC | 88,881 | $22.3M | 0.93% | +5,241+6.3% | Added |
| MCF Advisors LLC | 88,862 | $22.3M | 1.56% | −634−0.7% | Reduced |
| Roberts Wealth Advisors, LLC | 93,499 | $22.2M | 6.76% | −810−0.9% | Reduced |
| EFG Asset Management (North America) Corp. | 88,774 | $22.2M | 3.04% | +10,362+13.2% | Added |
| Sound Income Strategies, LLC | 88,752 | $22.2M | 1.37% | +221+0.2% | Added |
| Ipswich Investment Management Co., Inc. | 88,688 | $22.2M | 5.34% | −1,632−1.8% | Reduced |
| Farmers National Bank | 88,581 | $22.2M | 6.47% | +88,581 | New |
| Westhampton Capital, LLC | 88,575 | $22.2M | 11.33% | −2,611−2.9% | Reduced |
| Guardian Partners Inc. | 91,376 | $22.2M | 2.26% | +91,376 | New |
| Red Lighthouse Investment Management, LLC | 88,445 | $22.1M | 8.76% | −1,267−1.4% | Reduced |
| Atlantic Trust, LLC | 88,372 | $22.1M | 4.78% | +12,464+16.4% | Added |
| MV Capital Management, Inc. | 88,344 | $22.1M | 2.36% | −1,271−1.4% | Reduced |
| STF Management LP | 88,277 | $22.1M | 9.92% | +2,953+3.5% | Added |
| Mezzasalma Advisors, LLC | 88,205 | $22.1M | 7.12% | +5,976+7.3% | Added |
| MBL Wealth, LLC | 88,187 | $22.1M | 2.22% | −2,476−2.7% | Reduced |
| Slow Capital, Inc. | 88,014 | $22.0M | 3.12% | −3,339−3.7% | Reduced |
| Wealth Effects LLC | 87,855 | $22.0M | 7.82% | −2,757−3.0% | Reduced |
| Levin Capital Strategies, L.P. | 87,761 | $22.0M | 2.10% | −3,519−3.9% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 87,655 | $21.9M | 0.80% | +3,108+3.7% | Added |
| Sax Wealth Advisors, LLC | 87,552 | $21.9M | 1.72% | +87,552 | New |
| Optimum Investment Advisors | 87,519 | $21.9M | 9.67% | −2,169−2.4% | Reduced |
| Unisphere Establishment | 87,500 | $21.9M | 0.19% | 00.0% | Unchanged |
| Central Bank & Trust Co | 87,491 | $21.9M | 3.32% | −4,577−5.0% | Reduced |
| Coastal Investment Advisors, Inc. | 89,968 | $21.9M | 8.97% | +13,870+18.2% | Added |
| Cordatus Wealth Management LLC | 87,348 | $21.9M | 5.77% | +87,348 | New |
| Zuckerman Investment Group, LLC | 95,918 | $21.9M | 2.10% | −459−0.5% | Reduced |
| BCJ Capital Management, LLC | 87,319 | $21.9M | 1.63% | +1,096+1.3% | Added |
| Relyea Zuckerberg Hanson LLC | 87,225 | $21.8M | 2.94% | +7,829+9.9% | Added |
| First Interstate Bank | 87,205 | $21.8M | 1.32% | −2,183−2.4% | Reduced |
| Osher Van de Voorde Investment Management | 87,181 | $21.8M | 4.70% | −7,912−8.3% | Reduced |
| Carroll Investors, Inc | 86,862 | $21.8M | 12.27% | −761−0.9% | Reduced |
| Westside Investment Management, Inc. | 86,782 | $21.7M | 4.58% | −3,221−3.6% | Reduced |
| Kozak & Associates, Inc. | 89,279 | $21.7M | 4.97% | −15,884−15.1% | Reduced |
| SeaBridge Investment Advisors LLC | 86,559 | $21.7M | 4.53% | +3,509+4.2% | Added |
| Northwest Bank & Trust Co | 91,298 | $21.7M | 15.99% | +420.0% | Added |
| AIMZ Investment Advisors, LLC | 86,344 | $21.6M | 7.51% | −1,888−2.1% | Reduced |
| Kapstone Financial Advisors LLC | 90,130 | $21.6M | 11.51% | −1,225−1.3% | Reduced |
| JSF Financial, LLC | 86,110 | $21.6M | 5.77% | +12,915+17.6% | Added |
| MSA Advisors, LLC | 85,866 | $21.5M | 5.38% | −21,824−20.3% | Reduced |
| Harbor Capital Advisors, Inc. | 85,716 | $21.5M | 0.94% | +2,141+2.6% | Added |
| Raab & Moskowitz Asset Management LLC | 85,705 | $21.5M | 5.26% | −2,432−2.8% | Reduced |
| Atlas Wealth LLC | 85,668 | $21.5M | 8.11% | −738−0.9% | Reduced |
| Legacy Trust | 85,502 | $21.4M | 4.97% | −3,106−3.5% | Reduced |
| Great Lakes Retirement, Inc. | 85,258 | $21.4M | 2.76% | −987−1.1% | Reduced |
| Schwerin Boyle Capital Management Inc | 85,200 | $21.3M | 2.19% | +250+0.3% | Added |
| Renaissance Investment Group LLC | 85,198 | $21.3M | 4.50% | +480+0.6% | Added |
| Inlet Private Wealth, LLC | 85,085 | $21.3M | 5.64% | −4,502−5.0% | Reduced |
| SFE Investment Counsel | 84,931 | $21.3M | 4.52% | −1,053−1.2% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 84,897 | $21.3M | 3.71% | +84,897 | New |
| Pegasus Asset Management, Inc. | 84,831 | $21.2M | 8.01% | −1,649−1.9% | Reduced |
| NBW Capital LLC | 84,786 | $21.2M | 3.93% | +760+0.9% | Added |
| Breakwater Capital Group | 84,592 | $21.2M | 4.22% | −563−0.7% | Reduced |
| EULAV Asset Management | 84,061 | $21.1M | 0.51% | −2,995−3.4% | Reduced |
| Fort Point Capital Partners LLC | 84,040 | $21.0M | 2.36% | +5,363+6.8% | Added |
| Cardinal Capital Management | 83,977 | $21.0M | 3.30% | +476+0.6% | Added |
| Fusion Capital, LLC | 83,879 | $21.0M | 8.47% | −78−0.1% | Reduced |
| Puzo Michael J | 83,809 | $21.0M | 5.87% | −4,541−5.1% | Reduced |
| Armstrong Advisory Group, Inc | 83,735 | $21.0M | 1.67% | −904−1.1% | Reduced |
| Allied Investment Advisors, LLC | 83,706 | $21.0M | 4.22% | +976+1.2% | Added |
| Global Endowment Management, LP | 83,640 | $20.9M | 2.68% | −7,434−8.2% | Reduced |
| Frisch Financial Group, Inc. | 83,641 | $20.9M | 6.34% | −1,039−1.2% | Reduced |
| Greystone Financial Group, LLC | 83,601 | $20.9M | 3.64% | +954+1.2% | Added |
| 111 Capital | 83,402 | $20.9M | 4.38% | +83,402 | New |