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, 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 | 6,150 | $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, 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 |
|---|---|---|---|---|---|
| Newport Capital Group, LLC | 7,182 | $1.60M | 1.15% | +200+2.9% | Added |
| Good Steward Wealth Advisors,LLC | 7,201 | $1.60M | 1.46% | +7,201 | New |
| SWMG, LLC | 7,656 | $1.60M | 0.64% | +545+7.7% | Added |
| True Wealth Design, LLC | 7,219 | $1.60M | 0.61% | +110+1.5% | Added |
| White Wing Wealth Management | 8,143 | $1.60M | 1.25% | +40+0.5% | Added |
| USA Financial Portformulas Corp | 7,228 | $1.61M | 0.27% | +759+11.7% | Added |
| Smith Asset Management Co., LLC | 7,243 | $1.61M | 1.52% | +1,672+30.0% | Added |
| Curio Wealth, LLC | 17 | $1.62M | 0.84% | −5,188−99.7% | Reduced |
| Cypress Point Wealth Management, LLC | 7,293 | $1.62M | 0.51% | −40−0.5% | Reduced |
| Poinciana Advisors Group, LLC | 7,296 | $1.62M | 1.68% | −2,826−27.9% | Reduced |
| Aufman Associates Inc | 7,303 | $1.62M | 1.12% | +95+1.3% | Added |
| Asset Allocation Strategies LLC | 7,305 | $1.62M | 0.40% | −243−3.2% | Reduced |
| Sippican Capital Advisors | 7,310 | $1.62M | 1.22% | −126−1.7% | Reduced |
| Covestor Ltd | 7,323 | $1.63M | 1.09% | +433+6.3% | Added |
| Veridan Wealth LLC | 7,342 | $1.63M | 0.74% | +1,034+16.4% | Added |
| Cannon Financial Strategists, Inc. | 7,344 | $1.63M | 0.28% | −44−0.6% | Reduced |
| Verity Asset Management, Inc. | 7,348 | $1.63M | 0.66% | −11,693−61.4% | Reduced |
| Ballew Advisors, Inc | 8,247 | $1.63M | 1.10% | +303+3.8% | Added |
| Proquility Private Wealth Partners, LLC | 7,362 | $1.64M | 0.50% | +250+3.5% | Added |
| Rempart Asset Management Inc. | 7,377 | $1.64M | 0.34% | −520−6.6% | Reduced |
| TCM Advisors, LLC | – | $1.64M | 1.43% | – | – |
| Goodman Financial Corp | 7,382 | $1.64M | 0.35% | −3,038−29.2% | Reduced |
| Mason & Associates, LLC | 7,386 | $1.64M | 0.47% | 00.0% | Unchanged |
| GGM Financials LLC | 7,396 | $1.64M | 1.12% | +64+0.9% | Added |
| Schwartz Investment Counsel Inc | 7,400 | $1.64M | 0.06% | −200−2.6% | Reduced |
| Driehaus Capital Management LLC | 7,415 | $1.65M | 0.02% | −6,247−45.7% | Reduced |
| Voya Financial Advisors, Inc. | 7,581 | $1.65M | 0.18% | +533+7.6% | Added |
| Ascension Capital Advisors, Inc. | 7,446 | $1.65M | 0.76% | −20−0.3% | Reduced |
| OneAscent Wealth Management LLC | 7,447 | $1.65M | 0.72% | −1,885−20.2% | Reduced |
| Hilltop Wealth Advisors, LLC | 7,448 | $1.65M | 0.93% | +1,665+28.8% | Added |
| Passive Capital Management, LLC. | 7,459 | $1.66M | 0.52% | +3,476+87.3% | Added |
| PTM Wealth Management, LLC | 9,615 | $1.66M | 1.74% | +9,615 | New |
| Orgel Wealth Management, LLC | 7,472 | $1.66M | 0.04% | −466−5.9% | Reduced |
| Astra Wealth Partners LLC | 7,497 | $1.67M | 1.59% | +430+6.1% | Added |
| Oakland Financial Corp | 7,500 | $1.67M | 24.63% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 7,563 | $1.68M | 0.85% | −23−0.3% | Reduced |
| Post Resch Tallon Group Inc. | 7,590 | $1.68M | 1.71% | −106−1.4% | Reduced |
| FreeGulliver LLC | 7,605 | $1.69M | 0.86% | −216−2.8% | Reduced |
| Continental Investors Services, Inc. | 7,609 | $1.69M | 3.36% | +545+7.7% | Added |
| Real Talk Capital, LLC | 7,614 | $1.69M | 2.28% | +23+0.3% | Added |
| One Wealth Capital Management, LLC | 7,626 | $1.69M | 0.91% | −2,165−22.1% | Reduced |
| Tolleson Wealth Management, Inc. | 7,670 | $1.70M | 0.33% | −3,896−33.7% | Reduced |
| Schwab Charitable Fund | 7,671 | $1.70M | 0.05% | −502−6.1% | Reduced |
| BluePath Capital Management, LLC | 7,704 | $1.71M | 1.78% | −7,258−48.5% | Reduced |
| Omega Financial Group, LLC | 7,725 | $1.72M | 0.66% | +806+11.6% | Added |
| Promus Capital, LLC | 7,730 | $1.72M | 1.30% | +172+2.3% | Added |
| Bosman Wealth Management, LLC | 7,736 | $1.72M | 1.75% | −249−3.1% | Reduced |
| Morris Financial Concepts, Inc. | 7,746 | $1.72M | 0.72% | −42−0.5% | Reduced |
| Horrell Capital Management, Inc. | 7,746 | $1.72M | 0.72% | −100−1.3% | Reduced |
| Financial Guidance Group, Inc. | 7,746 | $1.72M | 0.93% | +1,006+14.9% | Added |
| Lowery Thomas, LLC | 7,751 | $1.72M | 1.18% | −131−1.7% | Reduced |
| Wealth Advisors Northwest LLC | 7,769 | $1.73M | 1.09% | −786−9.2% | Reduced |
| Atlantic Family Wealth, LLC | 7,776 | $1.73M | 1.59% | +19+0.2% | Added |
| Murphy & Mullick Capital Management Corp | 7,792 | $1.73M | 1.68% | +37+0.5% | Added |
| Family Investment Center, Inc. | 7,812 | $1.74M | 0.42% | −2,365−23.2% | Reduced |
| William Howard & Co Financial Advisors Inc | 7,817 | $1.74M | 1.63% | −232−2.9% | Reduced |
| CMT Capital Markets Trading GmbH | 7,824 | $1.74M | 0.72% | +324+4.3% | Added |
| Novus Advisors, LLC | 7,827 | $1.74M | 1.75% | +114+1.5% | Added |
| RMR Capital Management, LLC | 7,832 | $1.74M | 1.26% | 00.0% | Unchanged |
| Eliot Finkel Investment Counsel, LLC | 7,835 | $1.74M | 1.18% | −5−0.1% | Reduced |
| Holland Advisory Services, Inc. | 7,848 | $1.74M | 2.64% | +20.0% | Added |
| RiverGlades Family Offices LLC | 7,851 | $1.74M | 1.25% | −20−0.3% | Reduced |
| Penney Financial, LLC | 7,856 | $1.75M | 1.15% | +20.0% | Added |
| Alpha DNA Investment Management LLC | 7,884 | $1.75M | 37.82% | −20,646−72.4% | Reduced |
| Plum Street Advisors, LLC | 7,889 | $1.75M | 0.84% | +301+4.0% | Added |
| Strategic Point Investment Advisors, LLC | 7,891 | $1.75M | 0.29% | −407−4.9% | Reduced |
| Capital Management Associates | 7,900 | $1.75M | 3.42% | −7,054−47.2% | Reduced |
| C M Bidwell & Associates Ltd | 7,901 | $1.76M | 1.06% | −573−6.8% | Reduced |
| Portman Square Capital LLP | 7,902 | $1.76M | 0.24% | +7,902 | New |
| Auour Investments LLC | 8,268 | $1.76M | 0.64% | +307+3.9% | Added |
| Profit Investment Management, LLC | 7,921 | $1.76M | 1.63% | −870−9.9% | Reduced |
| Instrumental Wealth, LLC | 8,411 | $1.76M | 1.59% | +886+11.8% | Added |
| Impact Investors, Inc | 7,954 | $1.77M | 1.38% | −21−0.3% | Reduced |
| Wisconsin Wealth Advisors, LLC | 7,955 | $1.77M | 2.54% | +120+1.5% | Added |
| Hobart Private Capital, LLC | 7,956 | $1.77M | 0.44% | +2,130+36.6% | Added |
| Horizon Family Wealth, Inc. | 7,958 | $1.77M | 1.18% | +56+0.7% | Added |
| BCM Advisors, LLC | 8,609 | $1.77M | 0.40% | +11+0.1% | Added |
| BW Gestao de Investimentos Ltda. | 7,966 | $1.77M | 0.20% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 7,974 | $1.77M | 1.30% | −8−0.1% | Reduced |
| Robinswood Financial LLC | 7,990 | $1.77M | 0.66% | +706+9.7% | Added |
| Miura Global Management, LLC | 8,000 | $1.78M | 2.63% | −7,000−46.7% | Reduced |
| Aristotle Capital Management, LLC | 8,000 | $1.78M | 0.00% | −10−0.1% | Reduced |
| DCF Advisers, LLC | 8,000 | $1.78M | 0.95% | 00.0% | Unchanged |
| Cobblestone Asset Management LLC | 8,027 | $1.78M | 1.04% | +2,080+35.0% | Added |
| APCM Wealth Management for Individuals | 8,049 | $1.79M | 0.28% | −712−8.1% | Reduced |
| Lifestyle Asset Management, Inc. | 8,050 | $1.79M | 0.98% | −145−1.8% | Reduced |
| Gunderson Capital Management Inc. | 8,058 | $1.79M | 1.15% | +127+1.6% | Added |
| Leicht Financial Planning & Wealth Management, Inc. | 8,075 | $1.79M | 0.94% | −202−2.4% | Reduced |
| Keeler & Nadler Financial Planning & Wealth Management | 8,242 | $1.80M | 0.81% | +10.0% | Added |
| Quantum Financial Planning Services, Inc. | 8,086 | $1.80M | 0.98% | +1,375+20.5% | Added |
| Retirement Solution Inc. | 8,092 | $1.80M | 0.51% | −4,074−33.5% | Reduced |
| Interactive Financial Advisors | 8,096 | $1.80M | 0.95% | 00.0% | Unchanged |
| Sageworth Trust Co | 8,108 | $1.80M | 0.11% | −239−2.9% | Reduced |
| Kaufman Rossin Wealth, LLC | 8,112 | $1.80M | 1.29% | +3,850+90.3% | Added |
| Cynosure Management, LLC | 8,115 | $1.80M | 0.25% | −1,601−16.5% | Reduced |
| Paragon Advisors, LLC | 8,118 | $1.80M | 0.68% | −567−6.5% | Reduced |
| M.E. Allison & Co., Inc. | 8,131 | $1.81M | 1.79% | +304+3.9% | Added |
| Nordwand Advisors, LLC | 8,157 | $1.81M | 0.68% | +172+2.2% | Added |
| Valley Forge Investment Consultants Inc Adv | 8,159 | $1.81M | 0.65% | −1,591−16.3% | Reduced |
| Trevian Wealth Management LLC | 8,161 | $1.81M | 1.29% | −79−1.0% | Reduced |