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 |
|---|---|---|---|---|---|
| Eastover Investment Advisors LLC | 55,660 | $13.9M | 6.52% | −1,107−2.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 55,594 | $13.9M | 2.63% | +117+0.2% | Added |
| TLW Wealth Management, LLC | 55,544 | $13.9M | 8.29% | −401−0.7% | Reduced |
| Midland Wealth Advisors LLC | 55,507 | $13.9M | 0.84% | −3,416−5.8% | Reduced |
| Horizon Wealth Management, LLC | 55,439 | $13.9M | 2.42% | +914+1.7% | Added |
| Carmel Capital Management L.L.C. | 55,412 | $13.9M | 5.24% | −1,435−2.5% | Reduced |
| Point72 (DIFC) Ltd | 55,400 | $13.9M | 1.25% | +55,400 | New |
| Inspirion Wealth Advisors, LLC | 57,268 | $13.9M | 1.94% | −1,604−2.7% | Reduced |
| Capstone Triton Financial Group, LLC | 55,371 | $13.9M | 8.67% | −1,709−3.0% | Reduced |
| WealthBridge Capital Management, LLC | 55,285 | $13.8M | 3.85% | −456−0.8% | Reduced |
| Financial Advisors Network, Inc. | 55,284 | $13.8M | 2.30% | +55,284 | New |
| Chemung Canal Trust Co | 55,246 | $13.8M | 2.89% | −2,906−5.0% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 55,240 | $13.8M | 7.61% | +55,240 | New |
| Promethium Advisors,llc | 55,234 | $13.8M | 9.47% | −1,453−2.6% | Reduced |
| Aventura Private Wealth, LLC | 55,141 | $13.8M | 7.43% | +55,141 | New |
| Ballast, Inc. | 55,101 | $13.8M | 3.94% | −1,759−3.1% | Reduced |
| Freemont Management S.A. | 55,000 | $13.8M | 6.76% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 54,941 | $13.8M | 7.06% | −219−0.4% | Reduced |
| TSFG, LLC | 54,933 | $13.8M | 2.83% | +1,051+2.0% | Added |
| Garrison Point Advisors, LLC | 54,921 | $13.8M | 6.52% | +24,131+78.4% | Added |
| Coston, McIsaac & Partners | 54,854 | $13.7M | 4.07% | −7,034−11.4% | Reduced |
| Reuter James Wealth Management, LLC | 54,754 | $13.7M | 2.54% | −448−0.8% | Reduced |
| TFC Financial Management | 54,735 | $13.7M | 2.17% | +1,705+3.2% | Added |
| Wambolt & Associates, LLC | 54,670 | $13.7M | 4.38% | −28,357−34.2% | Reduced |
| Menlo Advisors LLC | 54,617 | $13.7M | 6.98% | +41+0.1% | Added |
| Lederer & Associates Investment Counsel | 54,607 | $13.7M | 9.55% | −1,809−3.2% | Reduced |
| Ethos Financial Group, LLC | 54,597 | $13.7M | 1.78% | +2,798+5.4% | Added |
| Owen LaRue, LLC | 54,534 | $13.7M | 7.14% | +3,463+6.8% | Added |
| Excalibur Management Corp | 54,526 | $13.7M | 5.42% | −703−1.3% | Reduced |
| Prospect Financial Services LLC | 54,476 | $13.6M | 7.46% | −48−0.1% | Reduced |
| Bonness Enterprises Inc | 54,440 | $13.6M | 4.78% | 00.0% | Unchanged |
| B & T Capital Management DBA Alpha Capital Management | 54,414 | $13.6M | 2.50% | −855−1.5% | Reduced |
| Wrapmanager Inc | 54,402 | $13.6M | 3.49% | +1,592+3.0% | Added |
| American Investment Services, Inc. | 54,355 | $13.6M | 2.41% | −20,489−27.4% | Reduced |
| Old North State Trust, LLC | 54,348 | $13.6M | 8.66% | +10,494+23.9% | Added |
| Wealth Management Partners, LLC | 54,332 | $13.6M | 5.87% | −130−0.2% | Reduced |
| Sovereign Financial Group, Inc. | 54,216 | $13.6M | 3.12% | +377+0.7% | Added |
| Greater Midwest Financial Group, LLC | 54,187 | $13.6M | 8.59% | +1,752+3.3% | Added |
| Bourgeon Capital Management LLC | 54,152 | $13.6M | 2.53% | −289−0.5% | Reduced |
| Dover Advisors, LLC | 54,137 | $13.6M | 7.77% | −2,451−4.3% | Reduced |
| Bulltick Wealth Management, LLC | 54,106 | $13.5M | 3.19% | −2,567−4.5% | Reduced |
| Scissortail Wealth Management, LLC | 54,095 | $13.5M | 3.47% | +53,657+12,250.5% | Added |
| Financial Security Advisor, Inc. | 54,087 | $13.5M | 3.44% | −1,512−2.7% | Reduced |
| Eagle Capital Management, LLC | 54,085 | $13.5M | 5.46% | +272+0.5% | Added |
| CVA Family Office, LLC | 54,074 | $13.5M | 2.14% | +2,714+5.3% | Added |
| Fairfield Financial Advisors, LTD | 54,069 | $13.5M | 4.77% | −1,053−1.9% | Reduced |
| Somerset Trust Co | 53,960 | $13.5M | 5.09% | −1,146−2.1% | Reduced |
| Colonial River Wealth Management, LLC | 53,948 | $13.5M | 6.54% | +9,047+20.1% | Added |
| Seamount Financial Group Inc | 53,942 | $13.5M | 9.33% | −260.0% | Reduced |
| Broadwater Capital Management LLC | 53,888 | $13.5M | 10.34% | −703−1.3% | Reduced |
| Benson Investment Management Company, Inc. | 53,837 | $13.5M | 5.60% | −410−0.8% | Reduced |
| Sterling Financial Group, Inc. | 53,557 | $13.4M | 4.99% | −196−0.4% | Reduced |
| NovaPoint Capital, LLC | 53,542 | $13.4M | 4.09% | −352−0.7% | Reduced |
| Parisi Gray Wealth Management | 53,536 | $13.4M | 4.26% | +78+0.1% | Added |
| Global Trust Asset Management, LLC | 53,466 | $13.4M | 5.08% | +633+1.2% | Added |
| Ameriflex Group, Inc. | 56,715 | $13.4M | 6.13% | +56,715 | New |
| Beach Investment Counsel Inc | 53,440 | $13.4M | 1.81% | −22,515−29.6% | Reduced |
| Syntegra Private Wealth Group, LLC | 53,418 | $13.4M | 1.51% | +2,057+4.0% | Added |
| Invesco, LLC | 53,410 | $13.4M | 5.33% | +163+0.3% | Added |
| Planning Alternatives Ltd | 53,324 | $13.4M | 2.05% | +101+0.2% | Added |
| Blue Zone Wealth Advisors, LLC | 53,300 | $13.3M | 3.85% | +1,437+2.8% | Added |
| Investment Advisory Services Inc | 53,282 | $13.3M | 4.70% | −1,329−2.4% | Reduced |
| Xcel Wealth Management, LLC | 53,280 | $13.3M | 3.70% | −804−1.5% | Reduced |
| Foster Victor Wealth Advisors, LLC | 57,953 | $13.3M | 1.02% | +50+0.1% | Added |
| Fortis Capital Management LLC | 53,146 | $13.3M | 2.47% | +17,646+49.7% | Added |
| Montgomery Investment Management Inc | 53,039 | $13.3M | 5.23% | −416−0.8% | Reduced |
| Signature Wealth Management Partners, LLC | 52,953 | $13.3M | 9.11% | −75−0.1% | Reduced |
| Capital Advisors Wealth Management, LLC | 52,944 | $13.3M | 2.36% | +2,414+4.8% | Added |
| Port Capital LLC | 52,913 | $13.3M | 0.60% | −394−0.7% | Reduced |
| Strategic Financial Concepts, LLC | 52,903 | $13.2M | 2.54% | +14,972+39.5% | Added |
| Cherokee Insurance Co | 52,900 | $13.2M | 6.00% | +52,900 | New |
| Harbour Investment Management LLC | 52,896 | $13.2M | 5.81% | +1,293+2.5% | Added |
| Light Street Capital Management, LLC | 52,849 | $13.2M | 2.72% | −12,668−19.3% | Reduced |
| Wealth Alliance Advisory Group, LLC | 52,837 | $13.2M | 2.80% | −70−0.1% | Reduced |
| Peninsula Wealth, LLC | 52,830 | $13.2M | 2.26% | +817+1.6% | Added |
| Pflug Koory, LLC | 52,707 | $13.2M | 6.68% | −281−0.5% | Reduced |
| Jarislowsky, Fraser Ltd | 52,703 | $13.2M | 0.08% | +572+1.1% | Added |
| Eos Management, L.P. | 52,642 | $13.2M | 5.55% | −11,233−17.6% | Reduced |
| White Pine Capital LLC | 52,428 | $13.1M | 4.42% | −1,419−2.6% | Reduced |
| Grace & Mercy Foundation, Inc. | 52,300 | $13.1M | 2.95% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 52,299 | $13.1M | 6.07% | −731−1.4% | Reduced |
| SOL Capital Management CO | 52,293 | $13.1M | 1.46% | −41,520−44.3% | Reduced |
| DMG Group, LLC | 52,267 | $13.1M | 10.65% | −676−1.3% | Reduced |
| Consolidated Capital Management, LLC | 52,186 | $13.1M | 5.70% | −283−0.5% | Reduced |
| Heartland Bank & Trust Co | 52,108 | $13.0M | 7.09% | +1,089+2.1% | Added |
| Childress Capital Advisors, LLC | 52,102 | $13.0M | 3.64% | +543+1.1% | Added |
| Delta Asset Management LLC | 52,052 | $13.0M | 1.17% | −580−1.1% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 51,907 | $13.0M | 6.39% | −1,807−3.4% | Reduced |
| Eukles Asset Management | 51,854 | $13.0M | 5.53% | −3,526−6.4% | Reduced |
| Global Assets Advisory, LLC | 53,062 | $12.9M | 7.15% | −10,551−16.6% | Reduced |
| Affiance Financial, LLC | 51,646 | $12.9M | 3.09% | +669+1.3% | Added |
| Eagle Bay Advisors LLC | 51,633 | $12.9M | 8.13% | −7,085−12.1% | Reduced |
| Bienville Capital Management, LLC | 51,628 | $12.9M | 3.17% | +441+0.9% | Added |
| Laffer Tengler Investments | 51,607 | $12.9M | 2.54% | −36,569−41.5% | Reduced |
| Kessler Investment Group, LLC | 51,594 | $12.9M | 6.13% | −1,845−3.5% | Reduced |
| Beacon Capital Management, LLC | 51,514 | $12.9M | 1.68% | −541−1.0% | Reduced |
| Key Client Fiduciary Advisors, LLC | 51,480 | $12.9M | 5.77% | −228−0.4% | Reduced |
| JPL Wealth Management, LLC | 51,474 | $12.9M | 3.69% | +51,474 | New |
| Mark Sheptoff Financial Planning, LLC | 51,430 | $12.9M | 6.91% | −400−0.8% | Reduced |
| Harbor Advisory Corp | 51,420 | $12.9M | 4.23% | −775−1.5% | Reduced |