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 8 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
- 5,608
- +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
- 2,044 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 | 6,135 | $2.40T |
| Q4 2025 | 6,131 | $2.61T |
| Q3 2025 | 5,617 | $2.35T |
| Q2 2025 | 5,600 | $1.93T |
| Q1 2025 | 5,608 | $2.08T |
| Q4 2024 | 5,672 | $2.36T |
| Q3 2024 | 5,106 | $2.17T |
| Q2 2024 | 5,133 | $1.98T |
| Q1 2024 | 5,024 | $1.61T |
| Q4 2023 | 4,977 | $1.81T |
| Q3 2023 | 4,619 | $1.60T |
| Q2 2023 | 4,595 | $1.82T |
| Q1 2023 | 4,525 | $1.55T |
| Q4 2022 | 4,556 | $1.21T |
| Q3 2022 | 4,347 | $1.29T |
| Q2 2022 | 4,340 | $1.28T |
| Q1 2022 | 4,391 | $1.66T |
| Q4 2021 | 4,403 | $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 |
|---|---|---|---|---|---|
| Global Wealth Strategies & Associates | 12,347 | $2.74M | 0.83% | +838+7.3% | Added |
| Wealth Forward, LLC | 12,375 | $2.75M | 1.96% | +11+0.1% | Added |
| SMART Wealth LLC | 12,384 | $2.75M | 0.99% | −4,263−25.6% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 12,413 | $2.76M | 1.57% | +178+1.5% | Added |
| Mfg Wealth Management, Inc. | 12,415 | $2.76M | 2.63% | −5,403−30.3% | Reduced |
| WESPAC Advisors, LLC | 12,428 | $2.76M | 2.25% | −4,274−25.6% | Reduced |
| WealthCollab, LLC | 12,429 | $2.76M | 1.71% | +77+0.6% | Added |
| Rebalance, LLC | 12,436 | $2.76M | 0.20% | +1,257+11.2% | Added |
| New Perspectives, Inc | 12,475 | $2.77M | 1.48% | −230−1.8% | Reduced |
| Bank & Trust Co | 12,499 | $2.78M | 2.26% | −103−0.8% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 12,514 | $2.78M | 1.49% | +971+8.4% | Added |
| Curtis Advisory Group, LLC | 12,530 | $2.78M | 0.82% | −172−1.4% | Reduced |
| Client 1st Advisory Group, LLC | 12,531 | $2.78M | 1.08% | −75−0.6% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 12,546 | $2.79M | 1.53% | −88−0.7% | Reduced |
| Palacios Wealth Management, LLC | 12,590 | $2.80M | 2.56% | −434−3.3% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 12,599 | $2.80M | 3.18% | −312−2.4% | Reduced |
| Power Wealth Management LLC | 12,602 | $2.80M | 1.13% | −249−1.9% | Reduced |
| Pacific Global Investment Management CO | 12,604 | $2.80M | 3.96% | −755−5.7% | Reduced |
| Capital A Wealth Management, LLC | 12,610 | $2.80M | 2.94% | +8,367+197.2% | Added |
| Townsend & Associates, Inc | 14,541 | $2.81M | 0.29% | −26−0.2% | Reduced |
| Clarity Capital Advisors, LLC | 12,651 | $2.81M | 1.85% | 00.0% | Unchanged |
| Sterling Investment Management, Inc. | 12,651 | $2.81M | 2.00% | −3,891−23.5% | Reduced |
| Clarity Wealth Development LLC | 13,235 | $2.81M | 3.14% | −249−1.8% | Reduced |
| Basepoint Wealth LLC | 12,667 | $2.81M | 2.20% | +81+0.6% | Added |
| Davidson Capital Management Inc. | 12,673 | $2.82M | 0.76% | −2,247−15.1% | Reduced |
| CogentBlue Wealth Advisors, LLC | 12,679 | $2.82M | 2.47% | +4,551+56.0% | Added |
| Weinberger Asset Management, Inc | 12,693 | $2.82M | 1.21% | +594+4.9% | Added |
| SFG Wealth Management, LLC. | 12,695 | $2.82M | 1.38% | −1,014−7.4% | Reduced |
| Elkhorn Partners Limited Partnership | 12,700 | $2.82M | 1.85% | −400−3.1% | Reduced |
| CCG Wealth Management, LLC | 12,733 | $2.83M | 1.69% | −960−7.0% | Reduced |
| Sterling Manor Financial, LLC | 12,745 | $2.83M | 2.02% | −448−3.4% | Reduced |
| Riverpoint Wealth Management Holdings, LLC | 12,760 | $2.83M | 0.73% | +40.0% | Added |
| Brendel Financial Advisors LLC | 12,781 | $2.84M | 1.72% | −35−0.3% | Reduced |
| Marvin & Palmer Associates Inc | 12,794 | $2.84M | 4.24% | −11,400−47.1% | Reduced |
| HTG Investment Advisors, Inc. | 12,804 | $2.84M | 1.19% | +24+0.2% | Added |
| Canandaigua National Trust Co of Florida | 12,811 | $2.85M | 2.51% | −2,435−16.0% | Reduced |
| Wood Tarver Financial Group, LLC | 12,824 | $2.85M | 0.93% | +20.0% | Added |
| Weik Capital Management | 12,857 | $2.86M | 1.16% | −905−6.6% | Reduced |
| Greenbush Financial Group, LLC | 12,878 | $2.86M | 1.42% | +187+1.5% | Added |
| Forza Wealth Management, LLC | 12,885 | $2.86M | 1.29% | −380−2.9% | Reduced |
| Momentous Wealth Management, Inc. | 12,895 | $2.86M | 2.03% | +1,200+10.3% | Added |
| Saxony Capital Management, LLC | 12,902 | $2.87M | 2.51% | −1,723−11.8% | Reduced |
| FSC Wealth Advisors, LLC | 12,911 | $2.87M | 1.88% | −311−2.4% | Reduced |
| Old West Investment Management, LLC | 12,914 | $2.87M | 1.03% | 00.0% | Unchanged |
| Portfolio Strategies, Inc. | 12,916 | $2.87M | 0.44% | +72+0.6% | Added |
| WorthPointe, LLC | 12,949 | $2.88M | 1.31% | −3,758−22.5% | Reduced |
| Carrera Capital Advisors | 12,956 | $2.88M | 0.64% | +875+7.2% | Added |
| Gallacher Capital Management LLC | 12,970 | $2.88M | 1.40% | −1,119−7.9% | Reduced |
| Matrix Trust Co | 12,977 | $2.88M | 0.49% | +404+3.2% | Added |
| Dopkins Wealth Management, LLC | 12,987 | $2.88M | 1.47% | +28+0.2% | Added |
| CarsonAllaria Wealth Management, Ltd. | 12,998 | $2.89M | 1.67% | +94+0.7% | Added |
| EWG Elevate Inc. | 13,000 | $2.89M | 1.09% | −983−7.0% | Reduced |
| HAP Trading, LLC | 13,002 | $2.89M | 1.03% | +13,002 | New |
| SWP Investment Management LLC | 13,026 | $2.89M | 3.61% | +13,026 | New |
| One + One Wealth Management, LLC | 13,044 | $2.90M | 1.58% | −589−4.3% | Reduced |
| Sage Private Wealth Group, LLC | 13,058 | $2.90M | 2.20% | +18+0.1% | Added |
| America First Investment Advisors, LLC | 13,065 | $2.90M | 0.61% | +25+0.2% | Added |
| Apeiron RIA LLC | 13,094 | $2.91M | 0.88% | −596−4.4% | Reduced |
| Scharf Investments, LLC | 13,132 | $2.92M | 0.09% | −4,164−24.1% | Reduced |
| Diker Management LLC | 13,142 | $2.92M | 3.49% | 00.0% | Unchanged |
| Financial Alternatives, Inc | 13,145 | $2.92M | 2.08% | −12−0.1% | Reduced |
| Matrix Private Capital Group LLC | 13,148 | $2.92M | 1.75% | −2,823−17.7% | Reduced |
| Bullock Wealth Management Group | 13,103 | $2.92M | 1.64% | −1,759−11.8% | Reduced |
| FORM Wealth Advisors, LLC | 13,188 | $2.93M | 0.40% | +13,188 | New |
| AdviceOne Advisory Services, LLC | 13,199 | $2.93M | 2.39% | +224+1.7% | Added |
| Garda Capital Partners LP | 13,210 | $2.93M | 1.65% | +13,210 | New |
| Defined Financial Planning LLC | 13,150 | $2.93M | 2.97% | +2,063+18.6% | Added |
| Moore Capital Management, LP | 13,216 | $2.94M | 0.10% | −495,846−97.4% | Reduced |
| Stonebridge Financial Planning Group, LLC | 13,218 | $2.94M | 1.34% | −1,284−8.9% | Reduced |
| HMS Capital Management, LLC | 16,193 | $2.94M | 1.63% | −585−3.5% | Reduced |
| Mach-1 Financial Group, Inc. | 13,264 | $2.95M | 0.88% | −1,551−10.5% | Reduced |
| Talisman Wealth Advisors LLC | 13,267 | $2.95M | 3.03% | +576+4.5% | Added |
| Financial & Tax Architects, LLC | 13,286 | $2.95M | 0.74% | +1,011+8.2% | Added |
| Adams Wealth Management | 13,295 | $2.95M | 0.58% | −100−0.7% | Reduced |
| CacheTech Inc. | 15,716 | $2.95M | 0.58% | +2,321+17.3% | Added |
| Blueprint Financial Advisors LLC | 13,296 | $2.95M | 1.60% | +13,296 | New |
| Cardinal Strategic Wealth Guidance | 13,313 | $2.96M | 0.94% | −2,305−14.8% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 13,316 | $2.96M | 0.41% | +172+1.3% | Added |
| Harvey Investment Co LLC | 13,327 | $2.96M | 0.33% | −221−1.6% | Reduced |
| Paladin Wealth, LLC | 13,337 | $2.96M | 2.66% | +1,012+8.2% | Added |
| Northern Capital Management, Inc. | 13,341 | $2.96M | 1.93% | +143+1.1% | Added |
| Del-Sette Capital Management, LLC | 13,369 | $2.97M | 2.33% | −2,898−17.8% | Reduced |
| Objectivity Squared, LLC | 14,996 | $2.97M | 2.49% | −586−3.8% | Reduced |
| MN Wealth Advisors, LLC | 13,394 | $2.98M | 1.75% | −1,809−11.9% | Reduced |
| FSB Premier Wealth Management, Inc. | 13,412 | $2.98M | 1.16% | +800+6.3% | Added |
| TLWM | 13,422 | $2.98M | 0.60% | +444+3.4% | Added |
| Vivid Wealth Management, LLC | 13,441 | $2.99M | 1.49% | −469−3.4% | Reduced |
| Colony Family Offices, LLC | 13,448 | $2.99M | 0.93% | −1,350−9.1% | Reduced |
| Uniting Wealth Partners, LLC | 13,449 | $2.99M | 1.50% | −253−1.8% | Reduced |
| Kemnay Advisory Services Inc. | 63,228 | $2.99M | 0.56% | +13,110+26.2% | Added |
| Disciplined Investors, L.L.C. | 13,471 | $2.99M | 2.70% | +300+2.3% | Added |
| Frazier Financial Advisors, LLC | 13,472 | $2.99M | 2.31% | −602−4.3% | Reduced |
| Fenimore Asset Management Inc | 13,481 | $2.99M | 0.06% | −292−2.1% | Reduced |
| Sage Capital Management, LLC | 13,497 | $3.00M | 1.63% | −13,897−50.7% | Reduced |
| Pinpoint Asset Management Ltd | 13,500 | $3.00M | 0.52% | −1,917−12.4% | Reduced |
| Edentree Asset Management Ltd | 13,526 | $3.00M | 1.01% | −1,012−7.0% | Reduced |
| Partners Capital Investment Group, LLP | 13,525 | $3.00M | 0.05% | +13,525 | New |
| Bond & Devick Financial Network, Inc. | 13,530 | $3.01M | 1.09% | −1,550−10.3% | Reduced |
| Hobbs Group Advisors, LLC | 13,532 | $3.01M | 1.14% | −3,408−20.1% | Reduced |
| Harvest Investment Services, LLC | 13,533 | $3.01M | 0.84% | +715+5.6% | Added |