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; 6,149 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, Q1 2025
Institutional positions in Apple Inc. as of Mar 31, 2025. 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
- 5,607
- +33 vs. Q4 2024
- Shares held
- 9.37B
- +29.0M (+0.3%) vs. Q4 2024
- Total value
- $2.08T
- −$258.7B (−11.1%) vs. Q4 2024
- New holders
- 168
- 2,043 more added
- Sold out
- 135
- 3,102 more reduced
97 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 6,149 | $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, Q1 2025
Shares, value and share of portfolio for each institution holding Apple Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Caitong International Asset Management Co., Ltd | 1 | $222 | 0.00% | +1 | New |
| Atala Financial Inc | 120 | $1.24K | 0.00% | −17,383−99.3% | Reduced |
| Capco Asset Management, LLC | 8 | $1.78K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $2.22K | 0.00% | 00.0% | Unchanged |
| Bridge Generations Wealth Management LLC | 18 | $4.00K | 0.00% | +18 | New |
| Sellwood Investment Partners LLC | 64 | $14.2K | 0.01% | −525−89.1% | Reduced |
| Bayforest Capital Ltd | 78 | $17.3K | 0.01% | −277−78.0% | Reduced |
| Longfellow Investment Management Co LLC | 81 | $18.0K | 0.00% | 00.0% | Unchanged |
| Nexus Investment Management ULC | 60 | $19.2K | 0.00% | +60 | New |
| Drystone LLC | 98 | $21.8K | 0.02% | 00.0% | Unchanged |
| Bright Valley Capital Ltd | 100 | $22.2K | 0.01% | +100 | New |
| XY Capital Ltd | 111 | $24.7K | 0.02% | −778−87.5% | Reduced |
| Christopher J. Hasenberg, Inc | 168 | $37.5K | 0.02% | −139−45.3% | Reduced |
| ROSS\JOHNSON & Associates LLC | 190 | $42.2K | 0.72% | +180+1,800.0% | Added |
| Demars Financial Group, LLC | 9,510,139 | $42.8K | 1.22% | −858,094−8.3% | Reduced |
| PayPay Securities Corp | 227 | $50.4K | 2.88% | −100−30.6% | Reduced |
| Disciplina Capital Management LLC | 235 | $52.3K | 0.01% | −351−59.9% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 246 | $55.0K | 0.08% | 00.0% | Unchanged |
| Conquis Financial LLC | 248 | $55.1K | 0.06% | −3−1.2% | Reduced |
| Elite Financial, Inc. | 264 | $58.0K | 0.03% | +264 | New |
| Sumitomo Mitsui Financial Group, Inc. | 275 | $59.9K | 0.00% | +275 | New |
| Morgan Dempsey Capital Management LLC | 305 | $67.8K | 0.03% | −25−7.6% | Reduced |
| Pillar Financial Advisors, LLC | 328 | $72.9K | 0.05% | 00.0% | Unchanged |
| One River Asset Management, LLC | 334 | $73.1K | 0.27% | −14,313−97.7% | Reduced |
| Teachers Insurance & Annuity Association of America | 330 | $73.3K | 0.10% | 00.0% | Unchanged |
| Compass Planning Associates Inc | 384 | $85.2K | 0.09% | +1+0.3% | Added |
| Clarity Asset Management, Inc. | 442 | $98.2K | 0.06% | −350−44.2% | Reduced |
| HFM Investment Advisors, LLC | 444 | $98.6K | 0.05% | +444 | New |
| LSV Asset Management | 520 | $116.0K | 0.00% | +260+100.0% | Added |
| eCIO, Inc. | 539 | $119.7K | 0.04% | +539 | New |
| Collier Financial | 561 | $124.6K | 0.11% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 588 | $130.6K | 0.30% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 597 | $132.8K | 0.07% | −224−27.3% | Reduced |
| Garrison Bradford & Associates Inc | 600 | $133.3K | 0.15% | +600 | New |
| Winnow Wealth LLC | 604 | $134.2K | 0.12% | +159+35.7% | Added |
| Keystone Financial Group, Inc. | 704 | $139.8K | 0.10% | −273−27.9% | Reduced |
| 10Elms LLP | 650 | $144.4K | 0.15% | 00.0% | Unchanged |
| Disciplined Equity Management, Inc. | 660 | $146.6K | 0.10% | −6−0.9% | Reduced |
| Mountain Hill Investment Partners Corp. | 661 | $146.8K | 0.14% | −55−7.7% | Reduced |
| Cordant, Inc. | 678 | $150.6K | 0.08% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 706 | $156.7K | 0.10% | +103+17.1% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 723 | $160.6K | 0.15% | +723 | New |
| Decker Retirement Planning Inc. | 788 | $175.0K | 0.11% | −34,531−97.8% | Reduced |
| Fiduciary Advisors, Inc. | 812 | $180.4K | 0.18% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 860 | $191.0K | 2.27% | −1,530−64.0% | Reduced |
| LBJ Family Wealth Advisors, Ltd. | 916 | $203.0K | 0.13% | +1+0.1% | Added |
| Pembroke Management, LTD | 916 | $203.5K | 0.03% | +916 | New |
| Sherwood Financial Partners, LLC | 918 | $203.9K | 0.20% | −81−8.1% | Reduced |
| New Dimensions Wealth Management, LLC | 920 | $204.4K | 0.20% | +920 | New |
| Sterling Investment Advisors LLC | 929 | $206.4K | 0.12% | +1+0.1% | Added |
| SIMA Wealth Partners, LLC | 938 | $208.4K | 0.17% | 00.0% | Unchanged |
| St. Louis Trust Co | 939 | $208.6K | 0.03% | −17,338−94.9% | Reduced |
| Sage Financial Group Inc | 947 | $210.4K | 0.02% | −30−3.1% | Reduced |
| Brookmont Capital Management | 966 | $214.5K | 0.12% | −99−9.3% | Reduced |
| Teramo Advisors, LLC | 967 | $214.8K | 0.09% | +967 | New |
| Triasima Portfolio Management inc. | 970 | $215.5K | 0.04% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 981 | $217.9K | 0.25% | −27,522−96.6% | Reduced |
| Scratch Capital LLC | 988 | $219.4K | 0.23% | +104+11.8% | Added |
| Tassel Capital Management, Inc. | 999 | $221.8K | 0.19% | −376−27.3% | Reduced |
| Gladstone Capital Management LLP | 1,000 | $222.1K | 0.02% | −712,037−99.9% | Reduced |
| Causeway Capital Management LLC | 1,005 | $223.2K | 0.00% | +44+4.6% | Added |
| Carl Stuart Investment Advisor, Inc | 1,007 | $223.6K | 0.13% | −209−17.2% | Reduced |
| Schwerin Boyle Capital Management Inc | 1,007 | $223.7K | 0.02% | −84,193−98.8% | Reduced |
| HBK Investments L P | 1,017 | $225.9K | 0.00% | +1,017 | New |
| Destiny Capital Corp | 1,029 | $228.6K | 0.16% | +1,029 | New |
| Journey Beyond Wealth, LLC | 1,030 | $228.8K | 0.21% | 00.0% | Unchanged |
| Aurelius Family Office LLC | 1,030 | $228.8K | 0.12% | −27−2.6% | Reduced |
| Virtus Family Office LLC | 1,037 | $230.3K | 0.30% | −132−11.3% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 1,040 | $231.0K | 0.17% | 00.0% | Unchanged |
| Corient IA LLC | 1,050 | $233.2K | 0.17% | +1,050 | New |
| Robotti Robert | 1,050 | $233.3K | 0.05% | +1+0.1% | Added |
| Gator Capital Management, LLC | 1,052 | $233.7K | 0.09% | 00.0% | Unchanged |
| Bull Oak Capital, LLC | 1,070 | $237.6K | 0.13% | +1,070 | New |
| Applied Capital LLC | 1,071 | $237.9K | 0.12% | −4−0.4% | Reduced |
| Mills Wealth Advisors LLC | 1,084 | $240.8K | 0.13% | −81−7.0% | Reduced |
| Cardinal Capital Management, Inc. | 1,085 | $241.0K | 0.01% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 1,100 | $244.3K | 0.01% | +1,100 | New |
| LGL Partners, LLC | 1,107 | $245.9K | 0.12% | −20,411−94.9% | Reduced |
| EntryPoint Capital, LLC | 1,109 | $246.3K | 0.11% | +1,109 | New |
| Woodside Wealth Management LLC | 1,115 | $247.7K | 0.23% | +1,115 | New |
| FIDELIS iM, LLC | 1,129 | $250.0K | 0.12% | +33+3.0% | Added |
| GQG Partners LLC | 1,132 | $251.5K | 0.00% | −231−16.9% | Reduced |
| ETF Store, Inc. | 1,138 | $252.8K | 0.31% | −15−1.3% | Reduced |
| Members Advisory Group LLC | 1,141 | $253.8K | 0.11% | −98−7.9% | Reduced |
| Hanover Advisors Inc | 1,146 | $254.6K | 0.11% | 00.0% | Unchanged |
| Colrain Capital LLC | 1,150 | $255.4K | 0.22% | −4,798−80.7% | Reduced |
| Fairway Wealth LLC | 1,155 | $256.5K | 0.09% | −3,963−77.4% | Reduced |
| Schaeffer Financial LLC | 1,158 | $257.3K | 0.28% | +1+0.1% | Added |
| Fee-Only Financial Planning, L.C. | 1,161 | $257.9K | 0.18% | −41−3.4% | Reduced |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 1,180 | $262.1K | 18.12% | −15,070−92.7% | Reduced |
| Midwest Heritage Bank, FSB | 1,184 | $262.9K | 0.11% | +29+2.5% | Added |
| Thor Investment Management Inc | 1,195 | $265.4K | 0.19% | +13+1.1% | Added |
| Cove Street Capital, LLC | 1,200 | $266.6K | 0.42% | −250−17.2% | Reduced |
| Safir Wealth Advisors, LLC | 1,200 | $266.6K | 0.21% | 00.0% | Unchanged |
| Compass Financial Group, Inc. | 1,209 | $268.6K | 0.14% | −40−3.2% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 1,214 | $269.7K | 0.16% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 1,227 | $272.6K | 0.04% | +1,227 | New |
| George Kaiser Family Foundation | 1,227 | $272.6K | 0.04% | +1,227 | New |
| Investment Management Associates Inc | 1,235 | $274.3K | 0.11% | 00.0% | Unchanged |
| OxenFree Capital LLC | 1,426 | $275.4K | 0.21% | +42+3.0% | Added |