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 |
|---|---|---|---|---|---|
| Nalls Sherbakoff Group, LLC | 13,540 | $3.01M | 2.44% | +13,540 | New |
| Kellett Schaffner Wealth Advisors LLC | 13,555 | $3.01M | 2.09% | −66−0.5% | Reduced |
| STAR Financial Bank | 13,564 | $3.01M | 2.21% | −1,283−8.6% | Reduced |
| Professional Financial Advisors, LLC | 13,565 | $3.01M | 0.77% | +38+0.3% | Added |
| Sonoma Private Wealth LLC | 13,580 | $3.02M | 4.18% | +7,623+128.0% | Added |
| Collective Family Office LLC | 13,616 | $3.02M | 0.82% | −1,689−11.0% | Reduced |
| Verus Financial Partners, Inc. | 14,966 | $3.03M | 0.35% | −633−4.1% | Reduced |
| Wealthcare Capital Management LLC | 13,645 | $3.03M | 0.31% | +1,960+16.8% | Added |
| Aveo Capital Partners, LLC | 15,445 | $3.03M | 0.50% | −13,381−46.4% | Reduced |
| Redwood Park Advisors LLC | 13,654 | $3.03M | 2.54% | −169−1.2% | Reduced |
| Keb Asset Management, LLC | 13,681 | $3.04M | 0.86% | −126−0.9% | Reduced |
| Blackston Financial Advisory Group, LLC | 13,695 | $3.04M | 2.06% | −13,112−48.9% | Reduced |
| Wooster Corthell Wealth Management, Inc. | 13,695 | $3.04M | 0.62% | +3,566+35.2% | Added |
| Total Wealth Planning & Management, Inc. | 13,704 | $3.04M | 3.12% | −428−3.0% | Reduced |
| Dodds Wealth, LLC | 13,737 | $3.05M | 0.99% | −93−0.7% | Reduced |
| Operose Advisors LLC | 13,745 | $3.05M | 1.01% | +389+2.9% | Added |
| Capital Square, LLC | 13,747 | $3.05M | 1.79% | −711−4.9% | Reduced |
| NBZ Investment Advisors LLC | 13,754 | $3.06M | 1.77% | +2,027+17.3% | Added |
| Houlihan Financial Resource Group, Ltd. | 13,756 | $3.06M | 1.37% | −592−4.1% | Reduced |
| Robinson Smith Wealth Advisors LLC | 13,770 | $3.06M | 2.56% | +1,856+15.6% | Added |
| Cherry Tree Wealth Management, LLC | 13,776 | $3.06M | 0.74% | −463−3.3% | Reduced |
| Grantvest Financial Group LLC | 13,780 | $3.06M | 2.48% | +321+2.4% | Added |
| Sunflower Bank, N.A. | 13,790 | $3.06M | 0.86% | −143−1.0% | Reduced |
| Private Client Services, LLC | 13,808 | $3.07M | 1.52% | −2,856−17.1% | Reduced |
| Waypoint Wealth Partners Inc. | 13,817 | $3.07M | 0.85% | −4,073−22.8% | Reduced |
| Plan Group Financial, LLC | 13,828 | $3.07M | 1.10% | +6,353+85.0% | Added |
| Compass Capital Management, Inc | 13,830 | $3.07M | 0.20% | −566−3.9% | Reduced |
| Concorde Asset Management, LLC | 15,704 | $3.07M | 1.65% | +814+5.5% | Added |
| Three Seasons Wealth, LLC | 13,840 | $3.07M | 1.52% | +279+2.1% | Added |
| Barden Capital Management, Inc. | 13,868 | $3.08M | 2.74% | −721−4.9% | Reduced |
| Chicago Wealth Management, Inc. | 13,878 | $3.08M | 1.62% | −88−0.6% | Reduced |
| DecisionPoint Financial, LLC | 13,885 | $3.08M | 0.89% | −105−0.8% | Reduced |
| Brown Capital Management LLC | 13,898 | $3.09M | 0.09% | −26,602−65.7% | Reduced |
| REDW Wealth LLC | 13,918 | $3.09M | 1.15% | −2,514−15.3% | Reduced |
| Cypress Advisory Group LLC | 13,936 | $3.10M | 2.82% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 14,738 | $3.10M | 1.72% | +26+0.2% | Added |
| Entruity Wealth, LLC | 13,974 | $3.10M | 2.93% | +930+7.1% | Added |
| Inkwell Capital LLC | 13,991 | $3.11M | 3.39% | −4,270−23.4% | Reduced |
| Enzi Wealth | 14,931 | $3.11M | 1.26% | −519−3.4% | Reduced |
| WBI Investments | 14,017 | $3.11M | 0.82% | +1,564+12.6% | Added |
| Certior Financial Group, LLC | 14,026 | $3.12M | 2.57% | −666−4.5% | Reduced |
| Muirfield Wealth Advisors LLC | 14,057 | $3.12M | 2.65% | +55+0.4% | Added |
| Cannon Wealth Management Services, LLC | 15,952 | $3.13M | 2.80% | +246+1.6% | Added |
| Rpo LLC | 14,102 | $3.13M | 6.27% | +14,102 | New |
| One Degree Advisors Inc | 14,127 | $3.14M | 1.29% | +914+6.9% | Added |
| Panoramic Capital Partners, LLC | 18,213 | $3.14M | 3.24% | −418−2.2% | Reduced |
| Ade, LLC | 14,150 | $3.14M | 1.81% | −1,179−7.7% | Reduced |
| Compass Financial Group, INC | 14,173 | $3.15M | 0.60% | +44+0.3% | Added |
| Kennicott Capital Management LLC | 14,198 | $3.15M | 2.06% | −569−3.9% | Reduced |
| Viewpoint Capital Management LLC | 14,201 | $3.15M | 1.70% | −600−4.1% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 14,208 | $3.16M | 0.96% | −692−4.6% | Reduced |
| Floyd Financial Group LLC | 14,210 | $3.16M | 2.85% | −4,211−22.9% | Reduced |
| Sharper & Granite LLC | 14,227 | $3.16M | 1.31% | −1,075−7.0% | Reduced |
| Advyzon Investment Management, LLC | 14,266 | $3.17M | 1.12% | +5,155+56.6% | Added |
| Clientfirst Wealth Management, LLC | 14,272 | $3.17M | 3.59% | 00.0% | Unchanged |
| Winton Group Ltd | 14,290 | $3.17M | 0.19% | +14,290 | New |
| Orion Investment Co | 14,313 | $3.18M | 1.31% | +20+0.1% | Added |
| MRP Capital Investments, LLC | 14,321 | $3.18M | 2.97% | −230−1.6% | Reduced |
| Avondale Wealth Management | 14,337 | $3.18M | 2.00% | +972+7.3% | Added |
| MorganRosel Wealth Management, LLC | 14,354 | $3.19M | 0.97% | −202−1.4% | Reduced |
| Leibman Financial Services, Inc. | 14,372 | $3.19M | 2.48% | −42−0.3% | Reduced |
| Boomfish Wealth Group, LLC | 14,394 | $3.20M | 2.08% | −168−1.2% | Reduced |
| Core Wealth Advisors, Inc. | 14,396 | $3.20M | 1.02% | +344+2.4% | Added |
| Rational Advisors LLC | 14,400 | $3.20M | 0.32% | −5,121−26.2% | Reduced |
| Burkett Financial Services, LLC | 14,401 | $3.20M | 1.30% | +93+0.6% | Added |
| Motive Wealth Advisors | 14,402 | $3.20M | 1.71% | −801−5.3% | Reduced |
| Smith & Howard Wealth Management, LLC | 14,426 | $3.20M | 0.88% | −71−0.5% | Reduced |
| Market Street Wealth Management Advisors LLC | 14,438 | $3.21M | 0.54% | +373+2.7% | Added |
| Stamos Capital Partners, L.P. | 14,491 | $3.22M | 0.84% | +8,531+143.1% | Added |
| Wetzel Investment Advisors, Inc. | 14,499 | $3.22M | 1.62% | −96−0.7% | Reduced |
| CGC Financial Services, LLC | 14,503 | $3.22M | 1.27% | −1,164−7.4% | Reduced |
| Sollinda Capital Management LLC | 14,525 | $3.23M | 0.90% | −2,241−13.4% | Reduced |
| Y.D. More Investments Ltd | 14,470 | $3.23M | 0.28% | −10,619−42.3% | Reduced |
| National Wealth Management Group, LLC | 14,537 | $3.23M | 2.12% | +3,778+35.1% | Added |
| Ulland Investment Advisors, LLC | 14,542 | $3.23M | 2.70% | −20,505−58.5% | Reduced |
| Eagle Harbor Asset Management Inc | 14,542 | $3.23M | 3.27% | −622−4.1% | Reduced |
| Nestegg Advisors, Inc. | 14,550 | $3.23M | 3.44% | +16+0.1% | Added |
| MinichMacGregor Wealth Management, LLC | 14,553 | $3.23M | 0.72% | −20−0.1% | Reduced |
| Riverstone Advisors, LLC | 14,596 | $3.24M | 1.95% | 00.0% | Unchanged |
| Intergy Private Wealth, LLC | 14,611 | $3.25M | 1.23% | +305+2.1% | Added |
| Lynx Capital Group Ltd | 14,612 | $3.25M | 1.67% | −558−3.7% | Reduced |
| Holistic Financial Partners | 14,613 | $3.25M | 1.56% | +93+0.6% | Added |
| Constant Guidance Financial LLC | 14,613 | $3.25M | 4.08% | +3,525+31.8% | Added |
| Davis Capital Management | 14,616 | $3.25M | 2.59% | +313+2.2% | Added |
| TruNorth Capital Management, LLC | 14,616 | $3.25M | 0.81% | +165+1.1% | Added |
| RD Lewis Holdings, Inc. | 15,824 | $3.25M | 3.68% | +542+3.5% | Added |
| PUREfi Wealth, LLC | 14,635 | $3.25M | 3.25% | +448+3.2% | Added |
| Lansing Street Advisors | 14,703 | $3.27M | 1.09% | −756−4.9% | Reduced |
| Carmignac Gestion | 14,714 | $3.27M | 0.05% | +1,100+8.1% | Added |
| First Pacific Financial | 14,729 | $3.27M | 0.66% | +691+4.9% | Added |
| Creegan & Nassoura Financial Group, LLC | 14,732 | $3.27M | 2.18% | 00.0% | Unchanged |
| Richmond Brothers, Inc. | 14,749 | $3.28M | 2.07% | −1,865−11.2% | Reduced |
| CTC LLC | 14,756 | $3.28M | 0.53% | −217,775−93.7% | Reduced |
| WJ Wealth Management, LLC | 14,758 | $3.28M | 1.16% | −3,024−17.0% | Reduced |
| Archetype Wealth Partners | 14,776 | $3.28M | 0.48% | −188−1.3% | Reduced |
| Capstone Wealth Management Group, LLC | 14,809 | $3.29M | 1.88% | +74+0.5% | Added |
| R. W. Roge & Company, Inc. | 14,819 | $3.29M | 1.80% | −429−2.8% | Reduced |
| Clear Investment Research, LLC | 14,825 | $3.29M | 4.40% | −83−0.6% | Reduced |
| Thoma Capital Management LLC | 14,838 | $3.30M | 2.31% | −385−2.5% | Reduced |
| Buttonwood Financial Advisors Inc. | 14,843 | $3.30M | 1.45% | +81+0.5% | Added |