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 |
|---|---|---|---|---|---|
| First National Bank of Mount Dora, Trust Investment Services | 70,033 | $17.5M | 4.10% | −345−0.5% | Reduced |
| Bay Rivers Group | 69,899 | $17.5M | 8.48% | −1,449−2.0% | Reduced |
| Summit Financial Strategies, Inc. | 69,809 | $17.5M | 1.93% | −442−0.6% | Reduced |
| Hudson Value Partners, LLC | 69,796 | $17.5M | 6.50% | −680−1.0% | Reduced |
| Charter Research & Investment Group, Inc. | 69,731 | $17.5M | 13.30% | −2,671−3.7% | Reduced |
| Moseley Investment Management Inc | 69,675 | $17.4M | 6.81% | −3,139−4.3% | Reduced |
| LaSalle St. Investment Advisors, LLC | 69,666 | $17.4M | 5.42% | +26,300+60.6% | Added |
| Citizens Business Bank | 53,584 | $17.4M | 3.26% | −17,959−25.1% | Reduced |
| Wills Financial Group, Inc. | 69,516 | $17.4M | 7.52% | −1,039−1.5% | Reduced |
| HHM Wealth Advisors, LLC | 69,289 | $17.4M | 2.36% | +14,199+25.8% | Added |
| Penserra Capital Management LLC | 69,292 | $17.3M | 0.32% | +39,687+134.1% | Added |
| Delta Financial Advisors LLC | 69,262 | $17.3M | 6.45% | −270.0% | Reduced |
| Glassy Mountain Advisors, Inc. | 69,245 | $17.3M | 5.93% | −2,279−3.2% | Reduced |
| Trust Co of Oklahoma | 69,235 | $17.3M | 5.54% | −957−1.4% | Reduced |
| Enterprise Bank & Trust Co | 69,203 | $17.3M | 5.70% | −2,272−3.2% | Reduced |
| Ignite Planners, LLC | 71,190 | $17.3M | 3.80% | −517−0.7% | Reduced |
| Legacy Wealth Management, LLC | 69,166 | $17.3M | 6.88% | −4,779−6.5% | Reduced |
| Trivant Custom Portfolio Group, LLC | 69,154 | $17.3M | 10.11% | −805−1.2% | Reduced |
| Curbstone Financial Management Corp | 69,013 | $17.3M | 3.66% | −54−0.1% | Reduced |
| United Advisor Group, LLC | 68,985 | $17.3M | 3.42% | +1,372+2.0% | Added |
| Bangor Savings Bank | 68,915 | $17.3M | 1.62% | −1,827−2.6% | Reduced |
| Quantum Financial Advisors, LLC | 68,913 | $17.3M | 2.63% | +6,004+9.5% | Added |
| Finer Wealth Management, Inc. | 68,684 | $17.2M | 9.86% | +521+0.8% | Added |
| Councilmark Asset Management, LLC | 68,674 | $17.2M | 11.55% | +655+1.0% | Added |
| Blodgett Wealth Advisors, LLC | 68,657 | $17.2M | 13.48% | +91+0.1% | Added |
| Westend Capital Management, LLC | 68,641 | $17.2M | 5.10% | −140.0% | Reduced |
| Fortis Capital Advisors, LLC | 75,018 | $17.2M | 5.87% | −2,074−2.7% | Reduced |
| Concord Asset Management, LLC | 68,523 | $17.2M | 3.77% | +2,127+3.2% | Added |
| Capital Performance Advisors LLP | 68,478 | $17.1M | 5.48% | +2,453+3.7% | Added |
| Tortoise Investment Management, LLC | 68,454 | $17.1M | 1.81% | −602−0.9% | Reduced |
| LexAurum Advisors, LLC | 68,450 | $17.1M | 3.40% | +285+0.4% | Added |
| Providence Capital Advisors, LLC | 68,403 | $17.1M | 3.47% | +805+1.2% | Added |
| Core Wealth Partners LLC | 68,361 | $17.1M | 9.81% | +491+0.7% | Added |
| Bank of Nova Scotia Trust Co | 68,296 | $17.1M | 1.81% | −491−0.7% | Reduced |
| Coastal Bridge Advisors, LLC | 68,202 | $17.1M | 4.30% | +6,756+11.0% | Added |
| Fortis Group Advisors, LLC | 68,191 | $17.1M | 3.18% | −1,505−2.2% | Reduced |
| Symphony Financial, Ltd. Co. | 76,531 | $17.1M | 2.68% | −3,903−4.9% | Reduced |
| Doheny Asset Management | 67,993 | $17.0M | 12.71% | −1,772−2.5% | Reduced |
| Baugh & Associates, LLC | 70,329 | $17.0M | 8.82% | −340.0% | Reduced |
| Nicolet Bankshares Inc | 67,900 | $17.0M | 4.01% | −671−1.0% | Reduced |
| JPB Foundation | 67,737 | $17.0M | 1.88% | −272,000−80.1% | Reduced |
| EFG Asset Management (Americas) Corp. | 67,620 | $16.9M | 3.29% | −871−1.3% | Reduced |
| Summit Global Investments | 67,595 | $16.9M | 1.06% | −13,719−16.9% | Reduced |
| Lakeview Capital Partners, LLC | 67,541 | $16.9M | 3.73% | −25,006−27.0% | Reduced |
| Bryant Woods Investment Advisors, LLC | 67,500 | $16.9M | 8.19% | +55+0.1% | Added |
| Two Point Capital Management, Inc. | 75,916 | $16.9M | 6.04% | −709−0.9% | Reduced |
| Bell Asset Management Ltd | 67,431 | $16.9M | 3.08% | −9,470−12.3% | Reduced |
| AssuredPartners Investment Advisors, LLC | 67,402 | $16.9M | 3.29% | +67,402 | New |
| First National Corp | 67,234 | $16.8M | 3.81% | −91−0.1% | Reduced |
| Drucker Wealth 3.0, LLC | 67,159 | $16.8M | 3.88% | +3,139+4.9% | Added |
| Greenfield Savings Bank | 67,145 | $16.8M | 8.06% | −890−1.3% | Reduced |
| Gibraltar Capital Management, Inc. | 67,132 | $16.8M | 7.42% | +127+0.2% | Added |
| N.E.W. Advisory Services LLC | 67,046 | $16.8M | 1.59% | −617−0.9% | Reduced |
| Koa Wealth Management, LLC | 66,995 | $16.8M | 13.71% | −4,026−5.7% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 71,990 | $16.8M | 5.55% | +341+0.5% | Added |
| Revolve Wealth Partners, LLC | 66,857 | $16.7M | 2.49% | +2,695+4.2% | Added |
| Liontrust Investment Partners LLP | 66,800 | $16.7M | 0.24% | −138,666−67.5% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 66,771 | $16.7M | 1.36% | −24,813−27.1% | Reduced |
| Iyo Bank, Ltd. | 66,690 | $16.7M | 5.71% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 66,514 | $16.7M | 4.67% | +1,399+2.1% | Added |
| KRS Capital Management, LLC | 66,497 | $16.7M | 11.77% | −983−1.5% | Reduced |
| Silverleafe Capital Partners, LLC | 66,490 | $16.7M | 5.28% | +962+1.5% | Added |
| LJI Wealth Management, LLC | 66,488 | $16.6M | 3.28% | −764−1.1% | Reduced |
| Wealth Management Associates, Inc. | 66,309 | $16.6M | 7.10% | +794+1.2% | Added |
| First Heartland Consultants, Inc. | 66,267 | $16.6M | 1.70% | −3,269−4.7% | Reduced |
| Drive Wealth Management, LLC | 66,260 | $16.6M | 4.07% | +2,762+4.3% | Added |
| Consolidated Investment Group LLC | 66,172 | $16.6M | 2.32% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 66,143 | $16.6M | 0.26% | +46,053+229.2% | Added |
| Arlington Trust Co LLC | 66,044 | $16.5M | 3.47% | +2,023+3.2% | Added |
| Diversified Enterprises, LLC | 65,986 | $16.5M | 1.58% | +4,777+7.8% | Added |
| Burke & Herbert Bank & Trust Co | 65,870 | $16.5M | 3.91% | −218−0.3% | Reduced |
| Monarch Capital Management Inc | 65,849 | $16.5M | 4.52% | +259+0.4% | Added |
| OneAscent Financial Services LLC | 65,788 | $16.5M | 1.40% | +30,598+87.0% | Added |
| Geneva Partners, LLC | 65,778 | $16.5M | 6.69% | −148−0.2% | Reduced |
| Geller Advisors LLC | 65,700 | $16.5M | 1.08% | −322−0.5% | Reduced |
| Financial Management Network Inc | 67,536 | $16.4M | 3.42% | +3,066+4.8% | Added |
| Twin Peaks Wealth Advisors, LLC | 65,563 | $16.4M | 6.97% | +6,101+10.3% | Added |
| Fermata Advisors, LLC | 65,487 | $16.4M | 3.06% | −3,998−5.8% | Reduced |
| CWS Financial Advisors, LLC | 65,436 | $16.4M | 5.31% | +221+0.3% | Added |
| Harbour Capital Advisors, LLC | 67,242 | $16.4M | 3.65% | −743−1.1% | Reduced |
| Udine Wealth Management, Inc. | 65,337 | $16.4M | 10.51% | −14,601−18.3% | Reduced |
| Harrington Investments, INC | 65,286 | $16.3M | 8.99% | −994−1.5% | Reduced |
| LongView Wealth Management | 65,244 | $16.3M | 4.98% | −1,221−1.8% | Reduced |
| Iron Financial, LLC | 65,170 | $16.3M | 9.17% | −133−0.2% | Reduced |
| M Holdings Securities, Inc. | 130,126 | $16.3M | 2.63% | −6,606−4.8% | Reduced |
| Apollon Financial, LLC | 65,012 | $16.3M | 4.03% | +2,512+4.0% | Added |
| Quad-Cities Investment Group, LLC | 65,007 | $16.3M | 7.98% | −897−1.4% | Reduced |
| Capital Market Strategies LLC | 64,982 | $16.3M | 9.36% | +50+0.1% | Added |
| Wealth Dimensions Group, Ltd. | 64,974 | $16.3M | 3.99% | +3,507+5.7% | Added |
| Compton Wealth Advisory Group, LLC | 64,889 | $16.2M | 4.19% | +492+0.8% | Added |
| Global Wealth Management Investment Advisory, Inc. | 64,834 | $16.2M | 3.35% | +2,420+3.9% | Added |
| Spring Capital Management, LLC | 64,825 | $16.2M | 9.69% | +5,046+8.4% | Added |
| Wellspring Financial Advisors, LLC | 64,801 | $16.2M | 1.70% | +3,066+5.0% | Added |
| Farrow Financial Inc. | 64,295 | $16.2M | 10.53% | −473−0.7% | Reduced |
| TCFG Wealth Management, LLC | 64,699 | $16.2M | 8.15% | −1,909−2.9% | Reduced |
| Private Capital Management LLC | 64,647 | $16.2M | 3.23% | −27,650−30.0% | Reduced |
| Financial Perspectives, Inc | 64,643 | $16.2M | 5.44% | +536+0.8% | Added |
| Northwest Financial Advisors | 64,585 | $16.2M | 13.36% | −1,537−2.3% | Reduced |
| Hedeker Wealth, LLC | 64,585 | $16.2M | 4.03% | −911−1.4% | Reduced |
| Provenance Wealth Advisors, LLC | 64,575 | $16.2M | 2.09% | +8,442+15.0% | Added |