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 |
|---|---|---|---|---|---|
| Centric Wealth Management | 64,553 | $16.2M | 4.37% | −8,613−11.8% | Reduced |
| Rheos Capital Works Inc. | 64,500 | $16.2M | 0.90% | −24,500−27.5% | Reduced |
| Morton Capital Management LLC | 64,498 | $16.2M | 3.05% | −2,001−3.0% | Reduced |
| David R. Rahn & Associates Inc. | 64,393 | $16.1M | 5.20% | −3,275−4.8% | Reduced |
| Independent Solutions Wealth Management, LLC | 64,349 | $16.1M | 3.52% | −830−1.3% | Reduced |
| Portside Wealth Group, LLC | 64,320 | $16.1M | 2.67% | +1,800+2.9% | Added |
| IFG Advisors, LLC | 64,229 | $16.1M | 3.20% | +3,178+5.2% | Added |
| Highline Wealth Partners LLC | 64,207 | $16.1M | 5.26% | −123−0.2% | Reduced |
| Garrett Investment Advisors LLC | 64,021 | $16.0M | 1.56% | +4,161+7.0% | Added |
| Armstrong Henry H Associates Inc | 63,885 | $16.0M | 1.60% | −662−1.0% | Reduced |
| Northwest Bancshares, Inc. | 63,875 | $16.0M | 2.96% | −5,162−7.5% | Reduced |
| Revisor Wealth Management LLC | 63,870 | $16.0M | 14.74% | −6,717−9.5% | Reduced |
| Hexagon Capital Partners LLC | 63,796 | $16.0M | 2.90% | −3,954−5.8% | Reduced |
| Shulman DeMeo Asset Management LLC | 63,794 | $16.0M | 4.31% | −6,249−8.9% | Reduced |
| Dudley Capital Management, LLC | 63,485 | $15.9M | 8.14% | −386−0.6% | Reduced |
| S.E.E.D. Planning Group LLC | 63,485 | $15.9M | 5.31% | −2,276−3.5% | Reduced |
| Kaizen Financial Strategies | 63,478 | $15.9M | 9.00% | −1,829−2.8% | Reduced |
| Once Capital Management, LLC | 63,450 | $15.9M | 7.21% | −134,400−67.9% | Reduced |
| Soundwatch Capital LLC | 63,448 | $15.9M | 1.68% | +149+0.2% | Added |
| Roof Eidam & Maycock | 63,410 | $15.9M | 4.10% | +210.0% | Added |
| Financial Insights, Inc. | 63,347 | $15.9M | 5.89% | −10,049−13.7% | Reduced |
| Poehling Capital Management, LLC | 63,313 | $15.9M | 3.90% | −270.0% | Reduced |
| Sentry Investment Management LLC | 63,256 | $15.8M | 7.55% | −3,029−4.6% | Reduced |
| Warther Private Wealth, LLC | 63,143 | $15.8M | 5.37% | −28,131−30.8% | Reduced |
| Muhlenkamp & Co Inc | 63,056 | $15.8M | 4.79% | +142+0.2% | Added |
| Fukoku Mutual Life Insurance Co | 63,053 | $15.8M | 1.14% | −215−0.3% | Reduced |
| Mount Vernon Associates Inc | 63,042 | $15.8M | 12.31% | −320−0.5% | Reduced |
| M. Kulyk & Associates, LLC | 62,995 | $15.8M | 3.41% | −6,456−9.3% | Reduced |
| Tiemann Investment Advisors, LLC | 62,982 | $15.8M | 7.01% | −1,272−2.0% | Reduced |
| Abacus Planning Group, Inc. | 62,953 | $15.8M | 2.77% | +463+0.7% | Added |
| Moser Wealth Advisors, LLC | 62,867 | $15.7M | 8.19% | −2,455−3.8% | Reduced |
| Manchester Financial Inc | 62,824 | $15.7M | 3.44% | −1,659−2.6% | Reduced |
| Delta Investment Management, LLC | 62,821 | $15.7M | 3.06% | +74+0.1% | Added |
| Olistico Wealth, LLC | 62,732 | $15.7M | 9.14% | +1,078+1.7% | Added |
| Towercrest Capital Management | 62,713 | $15.7M | 2.54% | +3,331+5.6% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 62,620 | $15.7M | 1.62% | +62,620 | New |
| Clark Asset Management, LLC | 62,618 | $15.7M | 2.93% | −6,297−9.1% | Reduced |
| Aviso Financial Inc. | 62,528 | $15.7M | 0.79% | −134−0.2% | Reduced |
| Matthew 25 Management Corp | 62,500 | $15.7M | 4.96% | −1,500−2.3% | Reduced |
| McGinn Investment Management, Inc. | 62,397 | $15.6M | 10.44% | −366−0.6% | Reduced |
| Western Pacific Wealth Management, LP | 62,378 | $15.6M | 12.60% | −4,494−6.7% | Reduced |
| Manhattan West Asset Management, LLC | 62,254 | $15.6M | 4.21% | −37,861−37.8% | Reduced |
| Pekin Hardy Strauss, Inc. | 62,139 | $15.6M | 1.97% | +351+0.6% | Added |
| IFC Advisors LLC | 62,028 | $15.5M | 3.39% | +62,028 | New |
| Cove Private Wealth, LLC | 62,009 | $15.5M | 9.33% | +10,085+19.4% | Added |
| Bright Rock Capital Management, LLC | 62,000 | $15.5M | 3.31% | 00.0% | Unchanged |
| BIP Wealth, LLC | 61,950 | $15.5M | 1.04% | −672−1.1% | Reduced |
| Gables Capital Management Inc. | 61,895 | $15.5M | 7.48% | +3,877+6.7% | Added |
| Souders Financial Advisors | 61,842 | $15.5M | 2.16% | −11,645−15.8% | Reduced |
| Thames Capital Management LLC | 61,806 | $15.5M | 4.20% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 61,796 | $15.5M | 4.67% | −1,236−2.0% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 61,761 | $15.5M | 5.76% | −583−0.9% | Reduced |
| Indiana Trust & Investment Management CO | 61,722 | $15.5M | 5.26% | −2,454−3.8% | Reduced |
| IVC Wealth Advisors LLC | 61,709 | $15.5M | 8.65% | −1,811−2.9% | Reduced |
| Torray LLC | 61,648 | $15.4M | 2.21% | +80+0.1% | Added |
| LBMC Investment Advisors, LLC | 61,645 | $15.4M | 1.22% | −809−1.3% | Reduced |
| Castle Rock Wealth Management, LLC | 63,103 | $15.4M | 3.68% | −758−1.2% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 61,541 | $15.4M | 5.90% | +61,541 | New |
| Index Fund Advisors, Inc. | 61,538 | $15.4M | 0.83% | −1,870−2.9% | Reduced |
| Titleist Asset Management, LLC | 61,505 | $15.4M | 1.77% | −124−0.2% | Reduced |
| Hartford Financial Management Inc. | 61,492 | $15.4M | 3.15% | +1,482+2.5% | Added |
| KPP Advisory Services LLC | 61,479 | $15.4M | 3.63% | +1,080+1.8% | Added |
| Brick & Kyle, Associates | 61,388 | $15.4M | 6.54% | −803−1.3% | Reduced |
| McLean Asset Management Corp | 61,386 | $15.4M | 4.62% | +8,894+16.9% | Added |
| NWK Group, Inc. | 61,364 | $15.4M | 5.94% | −1,377−2.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 61,357 | $15.4M | 0.53% | +3,676+6.4% | Added |
| High Net Worth Advisory Group LLC | 61,342 | $15.4M | 4.29% | −2,673−4.2% | Reduced |
| Buffington Mohr McNeal | 61,320 | $15.4M | 2.55% | +4,496+7.9% | Added |
| VeraBank, N.A. | 61,278 | $15.3M | 4.33% | −219−0.4% | Reduced |
| O'Brien Wealth Partners LLC | 61,038 | $15.3M | 2.75% | +24,647+67.7% | Added |
| Stolper Co | 61,034 | $15.3M | 5.09% | −438−0.7% | Reduced |
| Bank Ozk | 61,029 | $15.3M | 6.34% | −1,211−1.9% | Reduced |
| Zweig-DiMenna Associates LLC | 60,981 | $15.3M | 1.29% | 00.0% | Unchanged |
| Freedom Financial Partners LLC | 60,945 | $15.3M | 7.36% | +60,945 | New |
| Arkfeld Wealth Strategies, L.L.C. | 65,094 | $15.3M | 7.01% | −41−0.1% | Reduced |
| Mycio Wealth Partners, LLC | 60,866 | $15.2M | 3.65% | −4,861−7.4% | Reduced |
| Kestra Investment Management, LLC | 60,851 | $15.2M | 0.60% | +2,054+3.5% | Added |
| All Terrain Financial Advisors, LLC | 60,778 | $15.2M | 5.93% | −67−0.1% | Reduced |
| Twin Focus Capital Partners, LLC | 60,755 | $15.2M | 2.25% | −1,076−1.7% | Reduced |
| Central Valley Advisors, LLC | 60,691 | $15.2M | 6.91% | +884+1.5% | Added |
| Lincoln Capital Corp | 60,548 | $15.2M | 6.23% | −175−0.3% | Reduced |
| Chronos Wealth Management, LLC | 60,546 | $15.2M | 7.74% | −558−0.9% | Reduced |
| Stenger Family Office, LLC | 60,512 | $15.2M | 5.15% | +60,512 | New |
| Jupiter Wealth Management LLC | 60,429 | $15.1M | 7.58% | +1,237+2.1% | Added |
| Citizens & Northern Corp | 60,417 | $15.1M | 4.14% | +2,838+4.9% | Added |
| Capital Insight Partners, LLC | 60,402 | $15.1M | 2.61% | +112+0.2% | Added |
| Willow Creek Wealth Management Inc. | 60,395 | $15.1M | 1.54% | −1,068−1.7% | Reduced |
| IMS Capital Management | 60,313 | $15.1M | 7.00% | −849−1.4% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 60,264 | $15.1M | 9.42% | +60,264 | New |
| Wimmer Associates 1, LLC | 60,232 | $15.1M | 7.46% | −859−1.4% | Reduced |
| Opal Wealth Advisors, LLC | 60,222 | $15.1M | 4.53% | +2,174+3.7% | Added |
| Masso Torrence Wealth Management Inc. | 60,181 | $15.1M | 7.92% | −1,797−2.9% | Reduced |
| Blue Edge Capital, LLC | 60,115 | $15.1M | 2.37% | +1,709+2.9% | Added |
| Wall Street Access Asset Management, LLC | 60,034 | $15.0M | 5.68% | −1,452−2.4% | Reduced |
| Hall Laurie J Trustee | 60,092 | $15.0M | 4.94% | +150+0.3% | Added |
| Sandy Cove Advisors, LLC | 60,034 | $15.0M | 5.90% | +6,442+12.0% | Added |
| Milestone Asset Management, LLC | 59,931 | $15.0M | 3.31% | +12,766+27.1% | Added |
| 3Chopt Investment Partners, LLC | 59,924 | $15.0M | 5.15% | +622+1.0% | Added |
| Pictet North America Advisors SA | 59,911 | $15.0M | 1.43% | −120−0.2% | Reduced |
| Novem Group | 59,911 | $15.0M | 2.23% | +59,911 | New |