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 |
|---|---|---|---|---|---|
| Cim, LLC | 83,386 | $20.9M | 2.97% | −590−0.7% | Reduced |
| AlphaCore Capital LLC | 83,315 | $20.9M | 4.51% | +5,450+7.0% | Added |
| O'Rourke & Company, Inc | 83,257 | $20.8M | 10.21% | −6,931−7.7% | Reduced |
| Union Heritage Capital, LLC | 83,238 | $20.8M | 7.70% | 00.0% | Unchanged |
| Diligent Investors, LLC | 83,177 | $20.8M | 4.78% | −950−1.1% | Reduced |
| Ofc Financial Planning, LLC | 83,173 | $20.8M | 21.97% | +83,173 | New |
| PKO Investment Management Joint-Stock Co | 83,000 | $20.8M | 2.59% | +24,000+40.7% | Added |
| Cypress Capital Management LLC (WY) | 82,943 | $20.8M | 23.78% | −404−0.5% | Reduced |
| Kathmere Capital Management, LLC | 82,903 | $20.8M | 1.86% | +5,693+7.4% | Added |
| Stonebrook Private Inc. | 82,894 | $20.8M | 5.43% | +570+0.7% | Added |
| Blume Capital Management, Inc. | 82,765 | $20.7M | 4.66% | −582−0.7% | Reduced |
| New Capital Management LP | 82,621 | $20.7M | 6.05% | −646−0.8% | Reduced |
| Cidel Asset Management Inc | 82,471 | $20.7M | 1.39% | +4,076+5.2% | Added |
| Mattern Capital Management, LLC | 82,438 | $20.6M | 2.69% | −3,114−3.6% | Reduced |
| Investment Research & Advisory Group, Inc. | 82,329 | $20.6M | 8.61% | −1,153−1.4% | Reduced |
| Twin Lakes Capital Management, LLC | 82,306 | $20.6M | 13.22% | −369−0.4% | Reduced |
| Founders Capital Management, LLC | 82,293 | $20.6M | 3.61% | −937−1.1% | Reduced |
| Overbrook Management Corp | 82,291 | $20.6M | 4.44% | −1,431−1.7% | Reduced |
| EPG Wealth Management LLC | 81,837 | $20.5M | 5.40% | −5,710−6.5% | Reduced |
| Chatham Capital Group, Inc. | 81,815 | $20.5M | 3.37% | −442−0.5% | Reduced |
| McAdam, LLC | 81,595 | $20.4M | 1.11% | +3,210+4.1% | Added |
| Cahill Financial Advisors Inc | 81,460 | $20.4M | 2.76% | −833−1.0% | Reduced |
| ProVise Management Group, LLC | 81,408 | $20.4M | 1.75% | −10,543−11.5% | Reduced |
| National Philanthropic Trust | 81,235 | $20.3M | 0.29% | +19,924+32.5% | Added |
| Nicollet Investment Management, Inc. | 81,225 | $20.3M | 6.98% | −971−1.2% | Reduced |
| Janney Capital Management LLC | 81,203 | $20.3M | 1.35% | −1,710−2.1% | Reduced |
| Gifford Fong Associates | 81,169 | $20.3M | 4.99% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 81,096 | $20.3M | 5.21% | +81,096 | New |
| Moss Adams Wealth Advisors LLC | 81,062 | $20.3M | 2.15% | +8,678+12.0% | Added |
| Flynn Zito Capital Management, LLC | 81,052 | $20.3M | 9.44% | −876−1.1% | Reduced |
| Duncker Streett & Co Inc | 81,010 | $20.3M | 3.77% | −1,068−1.3% | Reduced |
| Bremer Bank National Association | 80,838 | $20.2M | 4.00% | −1,824−2.2% | Reduced |
| World Equity Group, Inc. | 80,766 | $20.2M | 4.34% | −3,107−3.7% | Reduced |
| SS&H Financial Advisors, Inc. | 80,736 | $20.2M | 7.37% | −150−0.2% | Reduced |
| Chancellor Financial Group WB LP | 80,722 | $20.2M | 16.28% | +80,722 | New |
| Crescent Grove Advisors, LLC | 80,667 | $20.2M | 2.00% | +309+0.4% | Added |
| Aviso Wealth Management | 80,554 | $20.2M | 10.29% | −713−0.9% | Reduced |
| Wright Investors Service Inc | 80,505 | $20.2M | 6.55% | −6,842−7.8% | Reduced |
| Davy Global Fund Management Ltd | 80,501 | $20.2M | 2.38% | +465+0.6% | Added |
| Bank of New Hampshire | 80,403 | $20.1M | 5.18% | −2,805−3.4% | Reduced |
| Ironvine Capital Partners, LLC | 80,351 | $20.1M | 2.16% | −116−0.1% | Reduced |
| Tenere Capital LLC | 80,331 | $20.1M | 5.33% | −30,700−27.6% | Reduced |
| Catalina Capital Group, LLC | 80,303 | $20.1M | 6.62% | +2,622+3.4% | Added |
| Optas, LLC | 80,225 | $20.1M | 4.33% | +2,818+3.6% | Added |
| Richard C. Young & CO., LTD. | 80,210 | $20.1M | 2.19% | +1,205+1.5% | Added |
| Legacy Financial Advisors, Inc. | 80,182 | $20.1M | 3.32% | +1,130+1.4% | Added |
| ICICI Prudential Asset Management Co Ltd | 80,009 | $20.0M | 2.20% | +3,164+4.1% | Added |
| Acropolis Investment Management, LLC | 79,971 | $20.0M | 1.18% | −1,988−2.4% | Reduced |
| Resonant Capital Advisors, LLC | 79,967 | $20.0M | 1.46% | −1,266−1.6% | Reduced |
| Coleford Investment Management Ltd. | 79,935 | $20.0M | 5.28% | +79,935 | New |
| WealthTrust Axiom LLC | 79,931 | $20.0M | 5.96% | −527−0.7% | Reduced |
| Blueprint Investment Partners LLC | 79,900 | $20.0M | 3.18% | +17,689+28.4% | Added |
| Intrua Financial, LLC | 79,775 | $20.0M | 3.25% | −5,935−6.9% | Reduced |
| Gradient Capital Advisors, LLC | 79,556 | $19.9M | 6.42% | −1,891−2.3% | Reduced |
| Cable Hill Partners, LLC | 79,538 | $19.9M | 2.01% | −1,333−1.6% | Reduced |
| Charter Oak Capital Management, LLC | 79,499 | $19.9M | 1.85% | −1,606−2.0% | Reduced |
| M1 Capital Management LLC | 79,481 | $19.9M | 10.75% | +79,481 | New |
| Empirical Asset Management, LLC | 610,442 | $19.9M | 6.60% | +321,481+111.3% | Added |
| Aragon Global Management, LP | 79,403 | $19.9M | 7.37% | 00.0% | Unchanged |
| Strategic Global Advisors, LLC | 79,289 | $19.9M | 3.63% | +3,176+4.2% | Added |
| Eagle Rock Investment Company, LLC | 79,284 | $19.9M | 3.30% | −2,772−3.4% | Reduced |
| Fairhaven Wealth Management, LLC | 79,165 | $19.8M | 6.20% | +244+0.3% | Added |
| Concord Wealth Partners | 79,103 | $19.8M | 3.24% | +607+0.8% | Added |
| United Capital Management of KS, Inc. | 79,000 | $19.8M | 3.60% | +665+0.8% | Added |
| Hodges Capital Management Inc. | 78,782 | $19.7M | 1.18% | −1,931−2.4% | Reduced |
| Montchanin Asset Management, LLC | 78,639 | $19.7M | 19.11% | −5,768−6.8% | Reduced |
| Apella Capital, LLC | 78,509 | $19.7M | 0.75% | −563−0.7% | Reduced |
| Monterey Private Wealth, Inc. | 78,478 | $19.7M | 6.48% | +794+1.0% | Added |
| Avalon Global Asset Management LLC | 78,320 | $19.6M | 5.50% | 00.0% | Unchanged |
| Crane Advisory, LLC | 80,579 | $19.6M | 3.44% | +2,108+2.7% | Added |
| McDonald Partners LLC | 78,300 | $19.6M | 5.01% | −831−1.1% | Reduced |
| Atlas Capital Advisors LLC | 78,213 | $19.6M | 2.49% | +35,884+84.8% | Added |
| Horan Capital Advisors, LLC. | 78,208 | $19.6M | 6.59% | −1,417−1.8% | Reduced |
| CapWealth Advisors, LLC | 78,205 | $19.6M | 2.16% | −1,584−2.0% | Reduced |
| Crews Bank & Trust | 78,198 | $19.6M | 3.30% | +78,198 | New |
| Argonautica Private Wealth Management, Inc | 78,065 | $19.5M | 6.31% | −963−1.2% | Reduced |
| Perpetual Ltd | 78,057 | $19.5M | 0.23% | +17,381+28.6% | Added |
| High Note Wealth, LLC | 78,025 | $19.5M | 5.09% | +203+0.3% | Added |
| Iowa State Bank | 78,022 | $19.5M | 4.06% | −152−0.2% | Reduced |
| Allegheny Financial Group LTD | 78,009 | $19.5M | 5.03% | −1,177−1.5% | Reduced |
| KLCM Advisors, Inc. | 77,831 | $19.5M | 2.26% | −1,380−1.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 77,820 | $19.5M | 2.93% | −19,353−19.9% | Reduced |
| Knightsbridge Asset Management, LLC | 77,814 | $19.5M | 4.51% | −1,273−1.6% | Reduced |
| Certified Advisory Corp | 77,813 | $19.5M | 2.11% | −271−0.3% | Reduced |
| Keebeck Wealth Management, LLC | 77,807 | $19.5M | 2.81% | −48−0.1% | Reduced |
| Papamarkou Wellner Asset Management inc. | 77,805 | $19.5M | 13.51% | +77,805 | New |
| Waterloo Capital, L.P. | 77,754 | $19.5M | 2.05% | +2,611+3.5% | Added |
| Live Oak Private Wealth LLC | 77,580 | $19.4M | 3.26% | −2,864−3.6% | Reduced |
| Hamel Associates, Inc. | 77,437 | $19.4M | 6.24% | −1,773−2.2% | Reduced |
| Tanager Wealth Management LLP | 77,411 | $19.4M | 2.52% | −13,231−14.6% | Reduced |
| Q Capital Solutions | 77,351 | $19.4M | 7.58% | −51,897−40.2% | Reduced |
| Nikulski Financial, Inc. | 77,330 | $19.4M | 5.69% | −1,776−2.2% | Reduced |
| Alpine Woods Capital Investors, LLC | 77,191 | $19.3M | 3.67% | −3,068−3.8% | Reduced |
| General Partner, Inc. | 77,123 | $19.3M | 11.63% | −2,035−2.6% | Reduced |
| Neumann Capital Management, LLC | 77,077 | $19.3M | 6.41% | −2,480−3.1% | Reduced |
| Humankind Investments LLC | 76,999 | $19.3M | 4.88% | +787+1.0% | Added |
| Consolidated Planning Corp | 76,990 | $19.3M | 2.62% | +3,026+4.1% | Added |
| Austin Private Wealth, LLC | 76,968 | $19.3M | 1.81% | +441+0.6% | Added |
| LRI Investments, LLC | 76,914 | $19.3M | 1.86% | +276+0.4% | Added |
| TFG Advisers LLC | 76,902 | $19.3M | 6.93% | −898−1.2% | Reduced |