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 |
|---|---|---|---|---|---|
| Rollins Financial Advisors, LLC | 329,923 | $82.6M | 12.90% | −3,822−1.1% | Reduced |
| Longbow Finance SA | 328,254 | $82.2M | 8.98% | +15,546+5.0% | Added |
| First Foundation Advisors | 328,092 | $82.2M | 3.09% | −1,356−0.4% | Reduced |
| Kanawha Capital Management LLC | 326,534 | $81.8M | 6.42% | −4,267−1.3% | Reduced |
| Taurus Asset Management, LLC | 324,839 | $81.3M | 7.91% | −3,397−1.0% | Reduced |
| Atomi Financial Group, Inc. | 324,005 | $81.1M | 4.10% | +57,741+21.7% | Added |
| Martin Currie Ltd | 323,181 | $80.9M | 2.98% | −14,396−4.3% | Reduced |
| Meeder Advisory Services, Inc. | 323,157 | $80.9M | 5.05% | +7,741+2.5% | Added |
| LS Investment Advisors, LLC | 322,542 | $80.8M | 11.84% | −3,709−1.1% | Reduced |
| Burns J W & Co Inc | 322,369 | $80.7M | 10.31% | −9,965−3.0% | Reduced |
| Beacon Investment Advisory Services, Inc. | 322,192 | $80.7M | 3.50% | +1,436+0.4% | Added |
| Northeast Financial Consultants Inc | 321,881 | $80.6M | 3.40% | +1,039+0.3% | Added |
| Elequin Capital LP | 320,000 | $80.1M | 9.28% | +320,000 | New |
| National Mutual Insurance Federation of Agricultural Cooperatives | 319,400 | $80.0M | 0.69% | 00.0% | Unchanged |
| Himalaya Capital Management LLCSuperinvestorHimalaya Capital | 317,700 | $79.6M | 2.93% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 317,239 | $79.4M | 4.26% | −2,158−0.7% | Reduced |
| Boston Family Office LLC | 317,186 | $79.4M | 5.45% | −1,942−0.6% | Reduced |
| General American Investors Co Inc | 316,000 | $79.1M | 5.65% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 315,780 | $79.1M | 0.78% | +311,162+6,738.0% | Added |
| Forum Financial Management, LP | 315,003 | $78.9M | 1.31% | +10,526+3.5% | Added |
| Saratoga Research & Investment Management | 314,141 | $78.7M | 3.97% | −18,059−5.4% | Reduced |
| Caisse des Depots Et Consignations | 313,459 | $78.5M | 3.85% | +313,459 | New |
| Montag A & Associates Inc | 312,984 | $78.4M | 3.72% | −2,341−0.7% | Reduced |
| Modern Wealth Management, LLC | 312,343 | $78.2M | 2.92% | +208,360+200.4% | Added |
| Northwest & Ethical Investments L.P. | 311,596 | $78.0M | 2.12% | −3,191−1.0% | Reduced |
| Washington Trust Advisors, Inc. | 311,218 | $77.9M | 6.52% | −3,093−1.0% | Reduced |
| Ocean Capital Management, LLC | 311,164 | $77.9M | 16.95% | −2,159−0.7% | Reduced |
| TRB Advisors LP | 310,000 | $77.6M | 12.92% | 00.0% | Unchanged |
| Belmont Capital, LLC | 309,765 | $77.6M | 12.62% | −55,906−15.3% | Reduced |
| Roundview Capital LLC | 309,051 | $77.4M | 5.40% | +7,885+2.6% | Added |
| Sound View Wealth Advisors Group, LLC | 308,929 | $77.4M | 6.23% | +1540.0% | Added |
| Beese Fulmer Investment Management, Inc. | 308,927 | $77.4M | 6.60% | −1,817−0.6% | Reduced |
| Cincinnati Specialty Underwriters Insurance CO | 308,000 | $77.1M | 21.21% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 307,273 | $76.9M | 3.93% | −11,011−3.5% | Reduced |
| Callan Family Office, LLC | 305,612 | $76.5M | 4.87% | +232,105+315.8% | Added |
| Philadelphia Trust Co | 305,352 | $76.5M | 5.61% | −11,580−3.7% | Reduced |
| Moody Lynn & Lieberson, LLC | 305,264 | $76.4M | 4.68% | −214−0.1% | Reduced |
| Stonebridge Capital Advisors LLC | 304,936 | $76.4M | 6.13% | −1,757−0.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 304,426 | $76.2M | 2.97% | +19,178+6.7% | Added |
| RMB Capital Management, LLC | 304,332 | $76.2M | 1.76% | −30,251−9.0% | Reduced |
| MPS Loria Financial Planners, LLC | 303,845 | $76.1M | 22.53% | +300+0.1% | Added |
| Bragg Financial Advisors, Inc | 303,700 | $76.1M | 3.08% | −1,216−0.4% | Reduced |
| Chesley Taft & Associates LLC | 301,667 | $75.5M | 3.51% | −2,881−0.9% | Reduced |
| Lowe Brockenbrough & Co Inc | 301,630 | $75.5M | 4.84% | −3,147−1.0% | Reduced |
| Kimelman & Baird, LLC | 301,461 | $75.5M | 6.00% | −6,637−2.2% | Reduced |
| Bamco Inc | 301,279 | $75.4M | 0.20% | +951+0.3% | Added |
| Rothschild Investment LLC | 301,018 | $75.4M | 4.94% | −6,714−2.2% | Reduced |
| Aspiriant, LLC | 300,142 | $75.2M | 2.71% | −4,409−1.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 299,003 | $74.9M | 6.79% | −7,679−2.5% | Reduced |
| Close Asset Management Ltd | 298,682 | $74.8M | 2.11% | 00.0% | Unchanged |
| Strategic Wealth Designers | 249,927 | $74.7M | 4.78% | +68,080+37.4% | Added |
| Meeder Asset Management Inc | 297,580 | $74.5M | 5.17% | +32,884+12.4% | Added |
| Wendell David Associates Inc | 297,451 | $74.5M | 7.36% | −2,977−1.0% | Reduced |
| Change Path, LLC | 296,753 | $74.3M | 2.28% | +102,125+52.5% | Added |
| Frank, Rimerman Advisors LLC | 296,371 | $74.2M | 5.39% | −29,162−9.0% | Reduced |
| Avestar Capital, LLC | 295,822 | $74.1M | 6.73% | +10,155+3.6% | Added |
| Amussen Hunsaker Associates LLC | 296,230 | $74.1M | 10.45% | +6,623+2.3% | Added |
| Richard Bernstein Advisors LLC | 295,272 | $73.9M | 1.68% | −10,935−3.6% | Reduced |
| CFM Wealth Partners LLC | 294,521 | $73.8M | 12.44% | −5,370−1.8% | Reduced |
| GuideStone Capital Management, LLC | 293,577 | $73.5M | 100.00% | 00.0% | Unchanged |
| Transform Wealth, LLC | 293,349 | $73.5M | 4.08% | +24,316+9.0% | Added |
| Capital International Sarl | 292,260 | $73.2M | 1.69% | −16,970−5.5% | Reduced |
| Fort Sheridan Advisors LLC | 291,931 | $73.1M | 10.67% | −1,790−0.6% | Reduced |
| NBT Bank N A | 291,783 | $73.1M | 5.09% | −23,276−7.4% | Reduced |
| Simon Quick Advisors, LLC | 291,286 | $72.9M | 4.37% | −2,388−0.8% | Reduced |
| Cito Capital Group, LLC | 291,281 | $72.9M | 26.85% | −3,015−1.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 291,250 | $72.9M | 3.96% | +12,466+4.5% | Added |
| Larson Financial Group LLC | 290,632 | $72.8M | 3.77% | +102,631+54.6% | Added |
| Bouchey Financial Group Ltd | 289,725 | $72.6M | 6.34% | +9,466+3.4% | Added |
| M&G Plc | 289,113 | $72.3M | 0.45% | −3,739−1.3% | Reduced |
| Wedge Capital Management L L P | 287,955 | $72.1M | 1.30% | +4,142+1.5% | Added |
| GW Henssler & Associates Ltd | 309,098 | $72.0M | 4.13% | −2,402−0.8% | Reduced |
| Summit Financial, LLC | 286,408 | $71.7M | 2.51% | +31,008+12.1% | Added |
| AlTi Global, Inc. | 297,800 | $71.7M | 1.73% | −27,501−8.5% | Reduced |
| RB Capital Management, LLC | 285,895 | $71.6M | 16.74% | −16,535−5.5% | Reduced |
| LMCG Investments, LLC | 285,341 | $71.5M | 4.38% | −19,505−6.4% | Reduced |
| Bath Savings Trust Co | 285,147 | $71.4M | 7.25% | −2,280−0.8% | Reduced |
| Shikiar Asset Management Inc | 285,127 | $71.4M | 18.91% | −3,143−1.1% | Reduced |
| Fulton Bank, N.A. | 284,779 | $71.3M | 2.75% | −5,191−1.8% | Reduced |
| Hilltop Holdings Inc. | 284,495 | $71.2M | 4.50% | +6,775+2.4% | Added |
| Edmond de Rothschild Holding S.A. | 284,070 | $71.1M | 1.22% | −44,588−13.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 283,858 | $71.1M | 5.34% | −53,023−15.7% | Reduced |
| First Nebraska Trust Co | 282,958 | $70.9M | 6.84% | +2,539+0.9% | Added |
| Beaumont Financial Advisors, LLC | 282,833 | $70.8M | 5.31% | −2,571−0.9% | Reduced |
| Boussard & Gavaudan Investment Management LLP | 280,600 | $70.8M | 5.91% | +280,600 | New |
| Wesleyan Assurance Society | 282,600 | $70.8M | 5.41% | −6,100−2.1% | Reduced |
| Pictet & Cie (Europe) SA | 282,519 | $70.7M | 1.55% | −1,262−0.4% | Reduced |
| Arkadios Wealth Advisors | 282,490 | $70.7M | 3.86% | +1,666+0.6% | Added |
| Fragasso Group Inc. | 282,484 | $70.7M | 5.40% | −6,331−2.2% | Reduced |
| Harbour Investments, Inc. | 282,390 | $70.7M | 2.03% | +4,550+1.6% | Added |
| ZWJ Investment Counsel Inc | 282,098 | $70.6M | 2.92% | −2,963−1.0% | Reduced |
| First National Bank of Omaha | 280,638 | $70.3M | 4.57% | −7,179−2.5% | Reduced |
| Smithfield Trust Co | 278,073 | $69.6M | 3.47% | −2,065−0.7% | Reduced |
| Courier Capital LLC | 277,885 | $69.6M | 4.80% | −13,973−4.8% | Reduced |
| Nwam LLC | 277,740 | $69.6M | 4.30% | −28,690−9.4% | Reduced |
| KMG Fiduciary Partners, LLC | 276,782 | $69.3M | 5.74% | −1,964−0.7% | Reduced |
| Comgest Global Investors S.A.S. | 276,612 | $69.3M | 1.13% | −32,792−10.6% | Reduced |
| Osborne Partners Capital Management, LLC | 275,634 | $69.0M | 3.99% | −1,164−0.4% | Reduced |
| Allen Investment Management LLC | 275,623 | $69.0M | 0.80% | −14,132−4.9% | Reduced |
| Private Capital Advisors, Inc. | 275,609 | $69.0M | 8.22% | −600−0.2% | Reduced |