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 |
|---|---|---|---|---|---|
| FSA Advisors, Inc. | 9,169 | $2.04M | 1.62% | +1,479+19.2% | Added |
| RHS Financial, LLC | 9,175 | $2.04M | 1.14% | −604−6.2% | Reduced |
| Coordinated Financial Services, Inc. | 9,184 | $2.04M | 1.56% | +9,184 | New |
| Eagle Wealth Strategies LLC | 9,203 | $2.04M | 1.25% | −256−2.7% | Reduced |
| Granite FO LLC | 9,219 | $2.05M | 1.16% | 00.0% | Unchanged |
| Delphi Management Inc | 9,220 | $2.05M | 2.09% | −487−5.0% | Reduced |
| Yeomans Consulting Group, Inc. | 9,229 | $2.05M | 0.79% | +199+2.2% | Added |
| Vestia Personal Wealth Advisors | 9,230 | $2.05M | 1.62% | +258+2.9% | Added |
| May Barnhard Investments LLC | 9,230 | $2.05M | 1.02% | +558+6.4% | Added |
| Flywheel Private Wealth LLC | 9,235 | $2.05M | 1.87% | −300−3.1% | Reduced |
| EnRich Financial Partners LLC | 9,248 | $2.05M | 0.69% | −107−1.1% | Reduced |
| Dogwood Wealth Management LLC | 9,259 | $2.06M | 1.08% | +1,101+13.5% | Added |
| Waycross Investment Management Co | 9,261 | $2.06M | 2.32% | 00.0% | Unchanged |
| Tran Capital Management, L.P. | 9,270 | $2.06M | 0.28% | +437+4.9% | Added |
| Lauterbach Financial Advisors, LLC | 9,273 | $2.06M | 1.28% | −553−5.6% | Reduced |
| Cushing Capital Partners, LLC | 9,273 | $2.06M | 1.85% | +409+4.6% | Added |
| Bonfire Financial | 9,276 | $2.06M | 1.90% | −289−3.0% | Reduced |
| Cornerstone Wealth Advisors, Inc. | 9,277 | $2.06M | 0.57% | −90−1.0% | Reduced |
| Hudson Portfolio Management LLC | 9,283 | $2.06M | 1.98% | −260−2.7% | Reduced |
| Bellwether Advisors, LLC | 9,293 | $2.06M | 0.43% | +12+0.1% | Added |
| Trinity Wealth Management, LLC | 9,306 | $2.07M | 0.94% | +51+0.6% | Added |
| Harbor Group, Inc. | 9,318 | $2.07M | 0.41% | +5+0.1% | Added |
| Phocas Financial Corp. | 9,325 | $2.07M | 0.32% | 00.0% | Unchanged |
| Rezny Wealth Management, Inc. | 9,325 | $2.07M | 0.54% | +40+0.4% | Added |
| Campbell Deegan Wealth Management, LLC | 9,328 | $2.07M | 2.38% | +1,165+14.3% | Added |
| Morton Brown Family Wealth, LLC | 9,336 | $2.07M | 0.70% | +340+3.8% | Added |
| Monte Financial Group, LLC | 10,538 | $2.08M | 0.91% | −309−2.8% | Reduced |
| NDVR, Inc. | 9,363 | $2.08M | 2.12% | −88−0.9% | Reduced |
| Prasad Wealth Partners, LLC | 9,366 | $2.08M | 0.68% | +233+2.6% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 9,367 | $2.08M | 0.08% | −7,609−44.8% | Reduced |
| Wealthgarden F.S. LLC | 9,367 | $2.08M | 2.00% | +709+8.2% | Added |
| Discipline Wealth Solutions, LLC | 9,375 | $2.08M | 0.99% | +10.0% | Added |
| Stewardship Advisors, LLC | 9,380 | $2.08M | 0.56% | +159+1.7% | Added |
| Prospect Financial Group LLC | 9,398 | $2.09M | 2.66% | +1,072+12.9% | Added |
| Greenup Street Wealth Management LLC | 9,403 | $2.09M | 0.41% | −19,633−67.6% | Reduced |
| Climber Capital SA | 11,707 | $2.09M | 1.64% | −441−3.6% | Reduced |
| Heck Capital Advisors, LLC | 9,417 | $2.09M | 0.24% | +3,910+71.0% | Added |
| Access Financial Services, Inc. | 9,450 | $2.10M | 0.84% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 9,452 | $2.10M | 1.38% | −2,754−22.6% | Reduced |
| Permanent Capital Management, LP | 9,453 | $2.10M | 0.60% | +927+10.9% | Added |
| LeConte Wealth Management, LLC | 9,463 | $2.10M | 1.34% | +9,463 | New |
| Miller Investment Management, LP | 9,463 | $2.10M | 0.23% | −40−0.4% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 10,386 | $2.10M | 0.45% | −507−4.7% | Reduced |
| Fidato Wealth LLC | 9,492 | $2.11M | 1.61% | −1,703−15.2% | Reduced |
| Williams & Novak, LLC | 9,447 | $2.11M | 2.06% | −2,664−22.0% | Reduced |
| Northeast Financial Group, Inc. | 9,494 | $2.11M | 0.79% | +1,073+12.7% | Added |
| Vawter Financial, Ltd. | 9,504 | $2.11M | 1.18% | +60+0.6% | Added |
| Evergreen Wealth Management, LLC | 9,511 | $2.11M | 1.26% | −3,346−26.0% | Reduced |
| Brightwater Advisory LLC | 9,555 | $2.12M | 1.68% | −644−6.3% | Reduced |
| Fidelity D & D Bancorp Inc | 9,564 | $2.12M | 1.40% | −462−4.6% | Reduced |
| Flaharty Asset Management, LLC | 9,585 | $2.13M | 0.31% | −3,081−24.3% | Reduced |
| SkyView Investment Advisors, LLC | 9,589 | $2.13M | 0.32% | +232+2.5% | Added |
| Baring Financial LLC | 9,607 | $2.13M | 1.79% | −476−4.7% | Reduced |
| RTD Financial Advisors, Inc. | 9,609 | $2.13M | 0.29% | +583+6.5% | Added |
| BKA Wealth Consulting, Inc. | 9,617 | $2.14M | 2.14% | −95−1.0% | Reduced |
| Sierra Ocean, LLC | 9,628 | $2.14M | 1.69% | −231−2.3% | Reduced |
| Provident Wealth Management, LLC | 9,634 | $2.14M | 0.74% | +97+1.0% | Added |
| Clear Street Derivatives LLC | 9,663 | $2.15M | 0.04% | −2,954−23.4% | Reduced |
| 1620 Investment Advisors, Inc. | 9,691 | $2.15M | 1.65% | −49−0.5% | Reduced |
| Aspiring Ventures, LLC | 10,970 | $2.15M | 1.22% | +3,373+44.4% | Added |
| Future Financial Wealth Managment LLC | 9,694 | $2.15M | 1.58% | −45−0.5% | Reduced |
| Richmond Investment Services, LLC | 9,696 | $2.15M | 1.17% | +147+1.5% | Added |
| Presidio Capital Management, LLC | 9,712 | $2.16M | 0.90% | +1,091+12.7% | Added |
| Hartmann Taylor Wealth Management, LLC | 9,726 | $2.16M | 1.94% | +9,726 | New |
| Meredith Wealth Planning | 9,757 | $2.17M | 0.96% | −312−3.1% | Reduced |
| FC Advisory LLC | 9,766 | $2.17M | 0.73% | −274−2.7% | Reduced |
| OneAscent Family Office, LLC | 9,818 | $2.18M | 2.03% | +7,423+309.9% | Added |
| Michael A. Dubis Financial Planning, LLC | 9,832 | $2.18M | 2.12% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 9,838 | $2.19M | 0.88% | −227−2.3% | Reduced |
| Lakeshore Capital Group, Inc. | 9,843 | $2.19M | 2.11% | +415+4.4% | Added |
| Armstrong, Fleming & Moore, Inc | 9,852 | $2.19M | 2.65% | −79,964−89.0% | Reduced |
| Shakespeare Wealth Management, Inc. | 9,872 | $2.19M | 0.59% | −136−1.4% | Reduced |
| Oliver Luxxe Assets LLC | 9,873 | $2.19M | 0.41% | +2,341+31.1% | Added |
| Optimize Financial Inc | 9,890 | $2.20M | 0.83% | +9,890 | New |
| ForthRight Wealth Management, LLC | 9,911 | $2.20M | 0.74% | −218−2.2% | Reduced |
| Readystate Asset Management LP | 9,920 | $2.20M | 0.11% | +9,920 | New |
| Strategic Wealth Designers | 9,922 | $2.20M | 3.84% | −240,005−96.0% | Reduced |
| HT Partners LLC | 9,923 | $2.20M | 0.76% | −16−0.2% | Reduced |
| New Jersey Better Educational Savings Trust | 9,936 | $2.21M | 4.26% | 00.0% | Unchanged |
| GK Wealth Management LLC | 9,939 | $2.21M | 2.76% | −1,149−10.4% | Reduced |
| Innova Wealth Partners | 9,942 | $2.21M | 1.37% | −164−1.6% | Reduced |
| PCG Wealth Advisors, LLC | 9,970 | $2.21M | 0.77% | −30−0.3% | Reduced |
| Golden Road Advisors LLC | 9,994 | $2.22M | 1.73% | +1,825+22.3% | Added |
| UBS Oconnor LLC | 10,000 | $2.22M | 0.05% | −15,180−60.3% | Reduced |
| SCP Investment, LP | 10,000 | $2.22M | 1.89% | 00.0% | Unchanged |
| Navigoe, LLC | 10,049 | $2.23M | 1.93% | +90+0.9% | Added |
| Retirement Planning Group, LLC | 10,052 | $2.23M | 2.27% | +640+6.8% | Added |
| Future You Wealth LLC | 10,056 | $2.23M | 1.43% | −318−3.1% | Reduced |
| Insight Wealth Partners, LLC | 10,060 | $2.23M | 1.34% | +329+3.4% | Added |
| Forthright Family Wealth Advisory LLC | 10,071 | $2.24M | 1.48% | −84−0.8% | Reduced |
| Tower Wealth Partners, Inc. | 10,081 | $2.24M | 1.20% | +995+11.0% | Added |
| FMA Wealth Management, LLC | 9,266 | $2.24M | 1.73% | −110−1.2% | Reduced |
| B&D White Capital Company, LLC | 10,090 | $2.24M | 0.33% | −20,498−67.0% | Reduced |
| Cassia Capital Partners, LLC | 10,092 | $2.24M | 1.40% | +187+1.9% | Added |
| Von Berge Wealth Management Group, LLC | 10,763 | $2.24M | 1.45% | −3,061−22.1% | Reduced |
| Bravias Capital Group, LLC | 10,107 | $2.25M | 1.82% | −1,925−16.0% | Reduced |
| Peterson Wealth Advisors, LLC | 12,385 | $2.25M | 0.43% | −372−2.9% | Reduced |
| Kaydan Wealth Management, Inc. | 10,131 | $2.25M | 0.72% | −9−0.1% | Reduced |
| FDx Advisors, Inc. | 10,145 | $2.25M | 0.73% | −379−3.6% | Reduced |
| Gordian Advisors LLC | 10,156 | $2.26M | 1.79% | −67−0.7% | Reduced |