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 7 sales; 6,150 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
- 5,671
- +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
- 2,609 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 | 6,150 | $2.80T |
| Q1 2026 | 6,134 | $2.40T |
| Q4 2025 | 6,130 | $2.61T |
| Q3 2025 | 5,616 | $2.35T |
| Q2 2025 | 5,599 | $1.93T |
| Q1 2025 | 5,607 | $2.08T |
| Q4 2024 | 5,671 | $2.36T |
| Q3 2024 | 5,105 | $2.17T |
| Q2 2024 | 5,132 | $1.98T |
| Q1 2024 | 5,023 | $1.61T |
| Q4 2023 | 4,976 | $1.81T |
| Q3 2023 | 4,618 | $1.60T |
| Q2 2023 | 4,594 | $1.82T |
| Q1 2023 | 4,524 | $1.55T |
| Q4 2022 | 4,555 | $1.21T |
| Q3 2022 | 4,346 | $1.29T |
| Q2 2022 | 4,339 | $1.28T |
| Q1 2022 | 4,390 | $1.66T |
| Q4 2021 | 4,402 | $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 |
|---|---|---|---|---|---|
| Mount Yale Investment Advisors, LLC | 691,646 | $173.2M | 13.99% | −123,468−15.1% | Reduced |
| Warren Averett Asset Management, LLC | 679,778 | $170.2M | 2.63% | +125,304+22.6% | Added |
| Castleark Management LLC | 677,429 | $169.6M | 5.92% | +97,730+16.9% | Added |
| Dakota Wealth Management | 669,967 | $167.8M | 3.86% | −16,262−2.4% | Reduced |
| National Asset Management, Inc. | 667,482 | $167.2M | 5.48% | −73,026−9.9% | Reduced |
| Exchange Traded Concepts, LLC | 664,870 | $166.5M | 3.39% | +260,271+64.3% | Added |
| Northeast Investment Management | 663,751 | $166.2M | 7.38% | −7,806−1.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 663,700 | $166.2M | 4.77% | +13,844+2.1% | Added |
| Becker Capital Management Inc | 662,944 | $166.0M | 5.42% | −7,586−1.1% | Reduced |
| Wetherby Asset Management Inc | 661,816 | $165.7M | 7.95% | −45,082−6.4% | Reduced |
| Verus Capital Partners, LLC | 661,062 | $165.5M | 15.82% | −3,795−0.6% | Reduced |
| Argent Capital Management LLC | 659,476 | $165.1M | 4.66% | −14,230−2.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 657,360 | $164.6M | 5.26% | −14,209−2.1% | Reduced |
| Cullinan Associates Inc | 656,812 | $164.5M | 10.56% | −97,556−12.9% | Reduced |
| First American Bank | 656,685 | $164.4M | 11.59% | −6,976−1.1% | Reduced |
| Diversified Trust Co | 654,345 | $163.9M | 3.99% | +49,309+8.1% | Added |
| Sterling Capital Management LLC | 653,896 | $163.7M | 2.24% | +26,932+4.3% | Added |
| Baker Avenue Asset Management, LP | 652,205 | $163.3M | 5.01% | +131,537+25.3% | Added |
| Alpha Cubed Investments, LLC | 650,634 | $162.9M | 7.45% | −12,167−1.8% | Reduced |
| Resources Investment Advisors, LLC. | 650,497 | $162.9M | 1.89% | −35,833−5.2% | Reduced |
| Henshaw Capital LLC | 643,494 | $161.1M | 6.71% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 640,275 | $160.3M | 2.25% | +9,297+1.5% | Added |
| Associated Banc-Corp | 636,272 | $159.3M | 4.80% | −25,411−3.8% | Reduced |
| Stock Yards Bank & Trust Co | 635,471 | $159.1M | 5.46% | −35,221−5.3% | Reduced |
| Mogy Joel R Investment Counsel Inc | 632,876 | $158.5M | 9.42% | −4,813−0.8% | Reduced |
| Agf Management Ltd | 632,279 | $158.3M | 0.79% | +161,715+34.4% | Added |
| Braun Stacey Associates Inc | 631,429 | $158.1M | 5.90% | −12,453−1.9% | Reduced |
| Union Bancaire Privee, UBP SA | 667,006 | $158.1M | 2.80% | +667,006 | New |
| Logan Capital Management Inc | 629,793 | $157.7M | 6.61% | −45,365−6.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 626,881 | $157.0M | 2.57% | +2,350+0.4% | Added |
| Profund Advisors LLC | 626,601 | $156.9M | 5.73% | +47,607+8.2% | Added |
| Tokio Marine Asset Management Co Ltd | 621,494 | $155.6M | 5.53% | +80,784+14.9% | Added |
| Westwood Holdings Group Inc. | 621,478 | $155.6M | 1.20% | −702−0.1% | Reduced |
| Gotham Asset Management, LLC | 620,816 | $155.5M | 1.48% | +91,141+17.2% | Added |
| Dana Investment Advisors, Inc. | 620,616 | $155.4M | 5.13% | +3,206+0.5% | Added |
| Old National Bancorp | 618,975 | $155.0M | 3.67% | +3,087+0.5% | Added |
| Bridgewater Associates, LP | 617,203 | $154.6M | 0.71% | −414,653−40.2% | Reduced |
| Harding Loevner LP | 615,811 | $154.2M | 1.04% | −115,329−15.8% | Reduced |
| Allianz SE | 610,413 | $153.8M | 4.00% | −313−0.1% | Reduced |
| Merit Financial Group, LLC | 612,032 | $153.3M | 2.76% | +109,741+21.8% | Added |
| Jefferies Financial Group Inc. | 611,946 | $153.2M | 1.71% | −1,311,686−68.2% | Reduced |
| Calamos Wealth Management LLC | 611,528 | $153.1M | 7.67% | +8,064+1.3% | Added |
| Pensionmark Financial Group, LLC | 605,770 | $151.7M | 4.16% | +91,995+17.9% | Added |
| First Citizens Bank & Trust Co | 603,176 | $151.0M | 2.77% | +88,792+17.3% | Added |
| Neville Rodie & Shaw Inc | 601,228 | $150.6M | 10.98% | −7,420−1.2% | Reduced |
| Holocene Advisors, LP | 600,000 | $150.3M | 0.49% | +600,000 | New |
| Mutual Advisors, LLC | 657,532 | $150.1M | 4.35% | −18,426−2.7% | Reduced |
| Bleakley Financial Group, LLC | 598,892 | $150.0M | 4.51% | −419−0.1% | Reduced |
| Great Lakes Advisors, LLC | 598,758 | $149.9M | 1.28% | −27,664−4.4% | Reduced |
| Washington Trust Co | 597,785 | $149.7M | 5.37% | −16,010−2.6% | Reduced |
| Choate Investment Advisors | 596,564 | $149.4M | 3.59% | +30,490+5.4% | Added |
| First National Trust Co | 595,623 | $149.2M | 5.60% | +4,516+0.8% | Added |
| Valeo Financial Advisors, LLC | 738,227 | $148.9M | 4.16% | +84,239+12.9% | Added |
| Argent Trust Co | 593,117 | $148.5M | 6.06% | +5,109+0.9% | Added |
| Polar Asset Management Partners Inc. | 592,500 | $148.4M | 2.19% | +592,500 | New |
| Meyer Handelman Co | 592,391 | $148.3M | 5.13% | −2,302−0.4% | Reduced |
| PFG Investments, LLC | 592,386 | $148.3M | 9.23% | +3,031+0.5% | Added |
| Alecta Pensionsforsakring, Omsesidigt | 592,000 | $148.2M | 0.78% | +592,000 | New |
| Equitable Holdings, Inc. | 590,409 | $147.9M | 1.41% | −19,440−3.2% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 589,700 | $147.7M | 2.12% | −196,000−24.9% | Reduced |
| Snowden Capital Advisors LLC | 587,463 | $147.1M | 4.57% | −31,828−5.1% | Reduced |
| Nicholas Company, Inc. | 586,440 | $146.9M | 2.38% | 00.0% | Unchanged |
| Dearborn Partners LLC | 586,170 | $146.8M | 6.15% | −7,369−1.2% | Reduced |
| Andra AP-fonden | 583,400 | $146.1M | 2.34% | −140,400−19.4% | Reduced |
| Ancora Advisors, LLC | 582,640 | $145.9M | 3.25% | −7,800−1.3% | Reduced |
| Whale Rock Capital Management LLC | 580,237 | $145.3M | 1.72% | +580,237 | New |
| Shell Asset Management Co | 580,135 | $145.3M | 6.35% | +5,055+0.9% | Added |
| NS Partners Ltd | 578,790 | $144.9M | 5.99% | −4,886−0.8% | Reduced |
| Abn Amro Investment Solutions | 577,606 | $144.6M | 2.70% | −37,677−6.1% | Reduced |
| Kingsview Wealth Management, LLC | 576,996 | $144.5M | 2.81% | +27,610+5.0% | Added |
| TCW Group Inc | 576,765 | $144.4M | 1.21% | +5,442+1.0% | Added |
| FineMark National Bank & Trust | 576,490 | $144.4M | 5.04% | −7,404−1.3% | Reduced |
| Trust Co of Vermont | 576,462 | $144.4M | 7.01% | +15,361+2.7% | Added |
| Systematic Alpha Investments, LLC | 576,144 | $144.3M | 5.31% | 00.0% | Unchanged |
| Brookstone Capital Management | 568,037 | $142.2M | 2.07% | −15,376−2.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 567,835 | $142.2M | 7.52% | −700−0.1% | Reduced |
| J.W. Cole Advisors, Inc. | 561,961 | $140.7M | 5.68% | −4,935−0.9% | Reduced |
| Impax Asset Management Group plc | 561,672 | $140.7M | 0.64% | −54,639−8.9% | Reduced |
| Phoenix Holdings Ltd. | 560,986 | $140.5M | 1.94% | +30,045+5.7% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 558,891 | $140.0M | 14.70% | −8,675−1.5% | Reduced |
| Spire Wealth Management | 558,254 | $139.8M | 4.34% | +28,404+5.4% | Added |
| Donaldson Capital Management, LLC | 556,872 | $139.5M | 5.32% | +1,409+0.3% | Added |
| Investment House LLC | 555,435 | $139.1M | 7.57% | −29,680−5.1% | Reduced |
| Segall Bryant & Hamill, LLC | 555,206 | $139.0M | 1.91% | +8,706+1.6% | Added |
| Nichols & Pratt Advisers LLP | 552,753 | $138.4M | 9.23% | −15,390−2.7% | Reduced |
| Signaturefd, LLC | 551,748 | $138.2M | 2.62% | +11,912+2.2% | Added |
| Mill Capital Management, LLC | 548,390 | $137.3M | 10.85% | −19,499−3.4% | Reduced |
| Oppenheimer Asset Management Inc. | 548,080 | $137.3M | 1.67% | −2,693−0.5% | Reduced |
| LGT Capital Partners Ltd. | 544,979 | $136.5M | 5.19% | −43,861−7.4% | Reduced |
| Cacti Asset Management LLC | 540,239 | $136.2M | 10.55% | −4,013−0.7% | Reduced |
| DJE Kapital AG | 542,229 | $136.0M | 3.18% | +542,229 | New |
| Vident Advisory, LLC | 537,411 | $134.6M | 2.36% | +153,498+40.0% | Added |
| Brighton Jones LLC | 537,314 | $134.6M | 3.89% | +69,207+14.8% | Added |
| Sheaff Brock Investment Advisors, LLC | 536,790 | $134.4M | 11.70% | −7,445−1.4% | Reduced |
| J. L. Bainbridge & Co., Inc. | 535,565 | $134.1M | 12.65% | −11,071−2.0% | Reduced |
| Covea Finance | 535,442 | $134.1M | 6.04% | +62,960+13.3% | Added |
| Ami Asset Management Corp | 534,873 | $133.9M | 7.14% | −9,201−1.7% | Reduced |
| Advisors Asset Management, Inc. | 534,397 | $133.8M | 2.46% | +11,204+2.1% | Added |
| Chicago Capital, LLC | 531,753 | $133.2M | 3.53% | −14,363−2.6% | Reduced |
| HCR Wealth Advisors | 529,758 | $132.7M | 16.62% | −770−0.1% | Reduced |