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 11 sales; 6,152 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 | 6,152 | $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 |
|---|---|---|---|---|---|
| Ellevest, Inc. | 76,864 | $19.2M | 1.11% | −30,113−28.1% | Reduced |
| Patten Group, Inc. | 76,832 | $19.2M | 4.26% | −3,805−4.7% | Reduced |
| Meridian Investment Counsel Inc. | 76,662 | $19.2M | 5.73% | +16,105+26.6% | Added |
| WBH Advisory Inc | 76,594 | $19.2M | 1.78% | +1,555+2.1% | Added |
| Founders Financial Securities LLC | 76,564 | $19.2M | 1.73% | +288+0.4% | Added |
| Heritage Wealth Management, Inc. | 76,562 | $19.2M | 6.37% | −1,505−1.9% | Reduced |
| Capital Counsel LLC | 76,493 | $19.2M | 0.82% | −1,117−1.4% | Reduced |
| WESCAP Management Group, Inc. | 76,278 | $19.1M | 4.64% | +53,123+229.4% | Added |
| Norris Perne & French LLP | 76,253 | $19.1M | 1.38% | −5,374−6.6% | Reduced |
| Field & Main Bank | 76,218 | $19.1M | 6.71% | −1,257−1.6% | Reduced |
| UMA Financial Services, Inc. | 76,187 | $19.1M | 3.22% | +1,056+1.4% | Added |
| Ifrah Financial Services, Inc. | 76,001 | $19.0M | 5.26% | −254−0.3% | Reduced |
| Tradewinds, LLC. | 81,305 | $19.0M | 5.28% | +736+0.9% | Added |
| McDonough Capital Management, Inc | 75,801 | $19.0M | 11.74% | +1,913+2.6% | Added |
| Quotient Wealth Partners, LLC | 75,669 | $18.9M | 0.62% | +2,522+3.4% | Added |
| First Commonwealth Financial Corp | 75,598 | $18.9M | 4.46% | −2,058−2.7% | Reduced |
| Kercheville Advisors, LLC | 75,526 | $18.9M | 7.34% | +2,391+3.3% | Added |
| Virtu Financial LLC | 75,436 | $18.9M | 1.00% | +75,436 | New |
| Atlas Brown,Inc. | 75,373 | $18.9M | 6.46% | −232−0.3% | Reduced |
| Professional Advisory Services Inc | 75,266 | $18.8M | 2.60% | −2,073−2.7% | Reduced |
| Lipe & Dalton | 75,105 | $18.8M | 9.98% | −1,528−2.0% | Reduced |
| Financial Network Wealth Management LLC | 75,086 | $18.8M | 6.72% | −802−1.1% | Reduced |
| Root Financial Partners, LLC | 75,023 | $18.8M | 2.33% | +12,453+19.9% | Added |
| American Trust | 74,857 | $18.7M | 1.43% | −2,435−3.2% | Reduced |
| Bedel Financial Consulting, Inc. | 80,621 | $18.7M | 2.61% | +241+0.3% | Added |
| Alpha Omega Wealth Management LLC | 74,796 | $18.7M | 3.55% | −1,394−1.8% | Reduced |
| Texas Bank & Trust Co | 74,742 | $18.7M | 7.71% | +74,742 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 74,713 | $18.7M | 1.07% | −675−0.9% | Reduced |
| Strategic Financial Services, Inc, | 74,682 | $18.7M | 1.12% | +290+0.4% | Added |
| Jackson Hole Capital Partners, LLC | 74,629 | $18.7M | 3.77% | −3,484−4.5% | Reduced |
| RFP Financial Group LLC | 74,614 | $18.7M | 7.27% | −2,283−3.0% | Reduced |
| Grandview Asset Management LLC | 74,567 | $18.7M | 6.85% | −10,144−12.0% | Reduced |
| DCM Advisors, LLC | 75,080 | $18.7M | 8.75% | +14,393+23.7% | Added |
| Ring Mountain Capital, LLC | 74,436 | $18.6M | 12.49% | +74,436 | New |
| Keystone Wealth Services, LLC | 74,246 | $18.6M | 4.92% | −341−0.5% | Reduced |
| Next Century Growth Investors LLC | 74,141 | $18.6M | 1.39% | +11,708+18.8% | Added |
| Wealth Group, Ltd. | 73,996 | $18.5M | 11.98% | −219−0.3% | Reduced |
| Hirtle Callaghan & Co LLC | 73,866 | $18.5M | 0.78% | +939+1.3% | Added |
| Turtle Creek Wealth Advisors, LLC | 73,818 | $18.5M | 4.26% | +7,262+10.9% | Added |
| Schubert & Co | 73,741 | $18.5M | 12.44% | −4,711−6.0% | Reduced |
| IPG Investment Advisors LLC | 73,511 | $18.4M | 4.19% | −20,162−21.5% | Reduced |
| LMG Wealth Partners, LLC | 73,463 | $18.4M | 4.01% | −132−0.2% | Reduced |
| Managed Asset Portfolios, LLC | 73,328 | $18.4M | 2.72% | −465−0.6% | Reduced |
| FLC Capital Advisors | 73,041 | $18.3M | 4.21% | −503−0.7% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 73,021 | $18.3M | 13.34% | +115+0.2% | Added |
| Archford Capital Strategies, LLC | 72,868 | $18.2M | 2.76% | +4,447+6.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 72,802 | $18.2M | 2.45% | −871−1.2% | Reduced |
| Centurion Wealth Management LLC | 72,746 | $18.2M | 5.70% | −436−0.6% | Reduced |
| Capital Investment Counsel, LLC | 72,682 | $18.2M | 3.04% | −885−1.2% | Reduced |
| Bell Bank | 72,656 | $18.2M | 1.35% | −1,338−1.8% | Reduced |
| Kennedy Investment Group | 72,645 | $18.2M | 8.23% | −463−0.6% | Reduced |
| Consilium Wealth Advisory, LLC | 72,597 | $18.2M | 8.67% | −108−0.1% | Reduced |
| Baldwin Investment Management, LLC | 72,533 | $18.2M | 2.37% | −1,034−1.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 72,428 | $18.1M | 0.82% | +2,581+3.7% | Added |
| Birch Capital Management, LLC | 72,390 | $18.1M | 9.12% | +361+0.5% | Added |
| Intelligence Driven Advisers, LLC | 72,367 | $18.1M | 3.41% | −180−0.2% | Reduced |
| Maryland Capital Advisors Inc. | 72,357 | $18.1M | 8.40% | −48,243−40.0% | Reduced |
| Radnor Capital Management, LLC | 72,231 | $18.1M | 3.02% | −7,698−9.6% | Reduced |
| Liberty Square Wealth Partners LLC | 73,948 | $18.1M | 6.60% | +73,948 | New |
| Burford Brothers, Inc. | 72,189 | $18.1M | 8.87% | −747−1.0% | Reduced |
| CV Advisors LLC | 84,570 | $18.1M | 6.28% | +30,993+57.8% | Added |
| Newman Dignan & Sheerar, Inc. | 72,068 | $18.0M | 4.62% | −1,461−2.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 71,920 | $18.0M | 1.31% | −5,219−6.8% | Reduced |
| NFP Retirement, Inc. | 71,880 | $18.0M | 1.42% | +31,872+79.7% | Added |
| Roberts Glore & Co Inc | 71,861 | $18.0M | 5.34% | −1,103−1.5% | Reduced |
| Aspen Grove Capital, LLC | 71,775 | $18.0M | 3.81% | +9,008+14.4% | Added |
| Global Financial Private Client, LLC | 71,734 | $18.0M | 6.74% | +112+0.2% | Added |
| Harmony Asset Management LLC | 71,726 | $18.0M | 7.12% | −2,449−3.3% | Reduced |
| Full Sail Capital, LLC | 71,596 | $17.9M | 1.14% | +1,344+1.9% | Added |
| Stablepoint Partners, LLC | 71,548 | $17.9M | 3.29% | −838−1.2% | Reduced |
| Mosaic Family Wealth Partners, LLC | 71,492 | $17.9M | 2.58% | +3,634+5.4% | Added |
| Armis Advisers, LLC | 71,467 | $17.9M | 2.19% | +71,467 | New |
| Lattice Capital Management, LLC | 71,434 | $17.9M | 15.01% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 71,405 | $17.9M | 7.29% | +70.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 31,862 | $17.9M | 3.10% | −418,293−92.9% | Reduced |
| WESPAC Advisors SoCal, LLC | 71,283 | $17.9M | 4.04% | −6,436−8.3% | Reduced |
| DLK Investment Management, LLC | 71,119 | $17.8M | 7.44% | −38−0.1% | Reduced |
| Adirondack Trust Co | 71,103 | $17.8M | 6.80% | −1,289−1.8% | Reduced |
| Kesler, Norman & Wride, LLC | 71,041 | $17.8M | 3.84% | −1,844−2.5% | Reduced |
| Borer Denton & Associates, Inc. | 71,041 | $17.8M | 6.19% | −364−0.5% | Reduced |
| Stoneridge Investment Partners LLC | 70,930 | $17.8M | 6.35% | +112+0.2% | Added |
| Settian Capital LP | 70,900 | $17.8M | 12.81% | 00.0% | Unchanged |
| ORBA Wealth Advisors, L.L.C. | 70,874 | $17.7M | 9.28% | −677−0.9% | Reduced |
| Sustainable Insight Capital Management, LLC | 70,840 | $17.7M | 7.76% | −3,561−4.8% | Reduced |
| Georgetown University | 70,812 | $17.7M | 5.22% | +77+0.1% | Added |
| Alteri Wealth LLC | 70,756 | $17.7M | 4.90% | +70,756 | New |
| Trust Investment Advisors | 70,751 | $17.7M | 11.31% | +20,921+42.0% | Added |
| Balboa Wealth Partners | 70,735 | $17.7M | 4.04% | −1,777−2.5% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 70,584 | $17.7M | 5.83% | +3,317+4.9% | Added |
| Hendley & Co Inc | 70,577 | $17.7M | 6.20% | −188−0.3% | Reduced |
| Rbo & Co LLC | 70,563 | $17.7M | 2.88% | −1,301−1.8% | Reduced |
| Solstein Capital, LLC | 70,562 | $17.7M | 9.87% | +10.0% | Added |
| Alapocas Investment Partners, Inc. | 70,547 | $17.7M | 9.93% | −71−0.1% | Reduced |
| Acorn Financial Advisory Services Inc | 70,442 | $17.6M | 2.91% | −48−0.1% | Reduced |
| SPC Financial, Inc. | 70,415 | $17.6M | 1.54% | +13,161+23.0% | Added |
| Glen Eagle Advisors, LLC | 70,389 | $17.6M | 2.92% | −125−0.2% | Reduced |
| Keudell/Morrison Wealth Management | 70,383 | $17.6M | 4.59% | +36+0.1% | Added |
| Dumont & Blake Investment Advisors LLC | 70,219 | $17.6M | 4.72% | −383−0.5% | Reduced |
| RWM Asset Management, LLC | 70,169 | $17.6M | 2.87% | +2,576+3.8% | Added |
| NVWM, LLC | 70,164 | $17.6M | 4.43% | −311−0.4% | Reduced |