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 |
|---|---|---|---|---|---|
| Buck Wealth Strategies, LLC | 59,873 | $15.0M | 3.12% | +12,673+26.8% | Added |
| Pacifica Partners Inc. | 61,479 | $15.0M | 6.48% | −1,161−1.9% | Reduced |
| Amplius Wealth Advisors, LLC | 59,763 | $15.0M | 1.53% | +600+1.0% | Added |
| Balentine LLC | 59,750 | $15.0M | 0.61% | −48,784−44.9% | Reduced |
| L2 Asset Management, LLC | 59,720 | $15.0M | 3.26% | −21,803−26.7% | Reduced |
| Davidson Trust Co | 59,667 | $14.9M | 7.69% | −665−1.1% | Reduced |
| DeDora Capital, Inc. | 59,561 | $14.9M | 4.08% | −1,384−2.3% | Reduced |
| Bridge Creek Capital Management LLC | 59,537 | $14.9M | 4.59% | −1,793−2.9% | Reduced |
| Salomon & Ludwin, LLC | 59,521 | $14.9M | 1.58% | −2,746−4.4% | Reduced |
| JT Stratford LLC | 59,423 | $14.9M | 2.45% | +2,580+4.5% | Added |
| Marshall Financial Group LLC | 59,421 | $14.9M | 3.60% | +3,126+5.6% | Added |
| Capital Wealth Planning, LLC | 59,346 | $14.9M | 0.14% | −2,449,377−97.6% | Reduced |
| Clear Creek Financial Management, LLC | 59,332 | $14.9M | 1.61% | +12,501+26.7% | Added |
| Mechanics Financial Corp | 59,220 | $14.8M | 6.66% | −195−0.3% | Reduced |
| Oak Harbor Wealth Partners, LLC | 59,195 | $14.8M | 4.30% | −1,160−1.9% | Reduced |
| City State Bank | 59,173 | $14.8M | 5.23% | +3,620+6.5% | Added |
| O'Brien Greene & Co. Inc | 59,156 | $14.8M | 4.81% | +804+1.4% | Added |
| Fountainhead AM, LLC | 59,144 | $14.8M | 2.70% | +5,554+10.4% | Added |
| WealthShield Partners, LLC | 59,115 | $14.8M | 2.10% | −4,234−6.7% | Reduced |
| Balanced Wealth Group LLC | 62,672 | $14.8M | 6.64% | 00.0% | Unchanged |
| Sepio Capital, LP | 59,038 | $14.8M | 1.18% | −10,087−14.6% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 58,947 | $14.8M | 0.74% | +20,174+52.0% | Added |
| Evermay Wealth Management LLC | 58,940 | $14.8M | 2.24% | −882−1.5% | Reduced |
| Carolinas Wealth Consulting LLC | 58,890 | $14.7M | 2.90% | −31,806−35.1% | Reduced |
| Umpqua Bank | 63,194 | $14.7M | 5.10% | +2,550+4.2% | Added |
| Channel Wealth LLC | 58,816 | $14.7M | 4.80% | +493+0.8% | Added |
| Princeton Global Asset Management LLC | 58,784 | $14.7M | 2.75% | +624+1.1% | Added |
| Carderock Capital Management Inc | 58,750 | $14.7M | 3.69% | −741−1.2% | Reduced |
| Gardner Lewis Asset Management L P | 58,748 | $14.7M | 3.73% | −2,502−4.1% | Reduced |
| First Business Financial Services, Inc. | 58,728 | $14.7M | 1.45% | +584+1.0% | Added |
| Sculati Wealth Management, LLC | 58,707 | $14.7M | 5.81% | −994−1.7% | Reduced |
| SJS Investment Consulting Inc. | 58,671 | $14.7M | 2.54% | −731−1.2% | Reduced |
| PKS Advisory Services, LLC | 58,668 | $14.7M | 4.11% | +58,668 | New |
| Strategy Asset Managers LLC | 58,582 | $14.7M | 2.85% | −3,699−5.9% | Reduced |
| First Community Trust NA | 58,503 | $14.7M | 10.47% | −105−0.2% | Reduced |
| WNY Asset Management, LLC | 58,493 | $14.6M | 1.82% | −1,197−2.0% | Reduced |
| Vanguard Capital Wealth Advisors | 58,465 | $14.6M | 15.95% | −1,274−2.1% | Reduced |
| Orca Wealth Management, LLC | 58,457 | $14.6M | 13.17% | +58,457 | New |
| Walkner Condon Financial Advisors LLC | 58,415 | $14.6M | 2.97% | +356+0.6% | Added |
| Lafayette Investments, Inc. | 58,364 | $14.6M | 3.13% | +65+0.1% | Added |
| Ervin Investment Management, LLC | 58,141 | $14.6M | 9.39% | −3,418−5.6% | Reduced |
| CFS Investment Advisory Services, LLC | 58,088 | $14.5M | 1.30% | +2,136+3.8% | Added |
| Wescott Financial Advisory Group, LLC | 58,082 | $14.5M | 1.51% | +1,842+3.3% | Added |
| Buckhead Capital Management LLC | 58,028 | $14.5M | 4.65% | −784−1.3% | Reduced |
| Vicus Capital | 58,021 | $14.5M | 1.29% | +313+0.5% | Added |
| Oak Hill Wealth Advisors, LLC | 58,011 | $14.5M | 3.46% | +58,011 | New |
| Mathes Company, Inc. | 57,951 | $14.5M | 5.30% | −792−1.3% | Reduced |
| Old Second National Bank of Aurora | 57,939 | $14.5M | 3.30% | −781−1.3% | Reduced |
| Northside Capital Management, LLC | 57,910 | $14.5M | 3.85% | −1,147−1.9% | Reduced |
| Duncan Williams Asset Management, LLC | 57,902 | $14.5M | 5.71% | +24,539+73.6% | Added |
| Carlson Capital Management | 57,832 | $14.5M | 0.63% | +12,718+28.2% | Added |
| St. Nicholas Private Asset Management, Inc | 57,829 | $14.5M | 12.94% | +57,829 | New |
| Garden State Investment Advisory Services LLC | 57,769 | $14.5M | 4.45% | −828−1.4% | Reduced |
| Marathon Capital Management | 57,789 | $14.5M | 3.61% | −151−0.3% | Reduced |
| Prosperity Financial Group, Inc. | 57,694 | $14.4M | 7.24% | −634−1.1% | Reduced |
| Boston Research & Management Inc | 57,665 | $14.4M | 3.49% | −436−0.8% | Reduced |
| McIlrath & Eck, LLC | 57,527 | $14.4M | 1.84% | +1,297+2.3% | Added |
| Timber Creek Capital Management LLC | 57,512 | $14.4M | 4.16% | −579−1.0% | Reduced |
| Thrive Wealth Management, LLC | 57,445 | $14.4M | 2.59% | +8,565+17.5% | Added |
| Trail Ridge Investment Advisors, LLC | 57,375 | $14.4M | 6.83% | +453+0.8% | Added |
| Texas Capital Bancshares Inc | 57,367 | $14.4M | 5.78% | +52+0.1% | Added |
| Potentia Wealth | 57,332 | $14.4M | 6.38% | +57,332 | New |
| Lincoln Capital LLC | 57,304 | $14.3M | 3.02% | −481−0.8% | Reduced |
| Argentarii, LLC | 57,277 | $14.3M | 7.21% | +57,277 | New |
| London & Capital Asset Management Ltd | 57,188 | $14.3M | 1.22% | −15,000−20.8% | Reduced |
| Satovsky Asset Management LLC | 56,727 | $14.3M | 3.27% | −423−0.7% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 57,053 | $14.3M | 6.94% | −4,882−7.9% | Reduced |
| Sheets Smith Wealth Management | 57,039 | $14.3M | 1.74% | +3,765+7.1% | Added |
| Abundance Wealth Counselors | 57,034 | $14.3M | 3.11% | +1,680+3.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 56,966 | $14.3M | 2.88% | +11,863+26.3% | Added |
| Redhawk Wealth Advisors, Inc. | 56,946 | $14.3M | 1.93% | +734+1.3% | Added |
| Bellevue Asset Management, LLC | 56,914 | $14.3M | 7.36% | −1,023−1.8% | Reduced |
| Clay Northam Wealth Management, LLC | 56,843 | $14.2M | 9.19% | −220−0.4% | Reduced |
| Kensington Investment Counsel, LLC | 56,839 | $14.2M | 5.94% | −1,069−1.8% | Reduced |
| Millstone Evans Group, LLC | 56,786 | $14.2M | 9.69% | +56,786 | New |
| 1776 Wealth LLC | 125,680 | $14.2M | 6.53% | +169+0.1% | Added |
| Alaethes Wealth LLC | 56,758 | $14.2M | 5.08% | −415−0.7% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 56,750 | $14.2M | 1.12% | −28,579−33.5% | Reduced |
| Alpha Family Trust | 56,700 | $14.2M | 7.97% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 56,686 | $14.2M | 1.39% | −1,080−1.9% | Reduced |
| Alkeon Capital Management LLC | 56,627 | $14.2M | 0.08% | 00.0% | Unchanged |
| Nkcfo LLC | 56,550 | $14.2M | 6.23% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 56,751 | $14.2M | 4.55% | −1,505−2.6% | Reduced |
| CNB Bank | 56,467 | $14.1M | 6.57% | −1,238−2.1% | Reduced |
| Miramar Capital, LLC | 56,443 | $14.1M | 3.37% | +132+0.2% | Added |
| FCG Investment Co | 56,272 | $14.1M | 8.57% | +4,565+8.8% | Added |
| Cladis Investment Advisory, LLC | 56,259 | $14.1M | 9.99% | −5,700−9.2% | Reduced |
| Aprio Wealth Management, LLC | 56,222 | $14.1M | 2.05% | +8,229+17.1% | Added |
| Rock Point Advisors, LLC | 56,041 | $14.0M | 4.09% | −1,187−2.1% | Reduced |
| Canopy Partners, LLC | 56,037 | $14.0M | 5.36% | +7,378+15.2% | Added |
| Abbot Financial Management, Inc. | 56,034 | $14.0M | 6.99% | −294−0.5% | Reduced |
| DGS Capital Management, LLC | 56,027 | $14.0M | 3.51% | +1,528+2.8% | Added |
| High Falls Advisors, Inc | 56,023 | $14.0M | 3.25% | +544+1.0% | Added |
| Roberts Capital Advisors, LLC | 55,974 | $14.0M | 11.73% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 55,904 | $14.0M | 2.09% | −8,095−12.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 55,840 | $14.0M | 6.19% | +3,650+7.0% | Added |
| New Millennium Group LLC | 55,857 | $14.0M | 8.18% | +2,209+4.1% | Added |
| Sawyer & Company, Inc | 55,788 | $14.0M | 5.17% | −1,348−2.4% | Reduced |
| Private Portfolio Partners LLC | 55,689 | $13.9M | 2.56% | +335+0.6% | Added |
| Asio Capital, LLC | 55,671 | $13.9M | 2.63% | −395−0.7% | Reduced |