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 |
|---|---|---|---|---|---|
| West Bancorporation Inc | 14,856 | $3.30M | 2.24% | −71−0.5% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 14,909 | $3.31M | 2.48% | +2,171+17.0% | Added |
| Eads & Heald Wealth Management | 14,930 | $3.32M | 1.68% | −385−2.5% | Reduced |
| Sherman Asset Management, Inc. | 14,939 | $3.32M | 3.17% | +397+2.7% | Added |
| Thrive Capital Management, LLC | 14,956 | $3.32M | 1.98% | −1,930−11.4% | Reduced |
| Myecfo, LLC | 14,977 | $3.33M | 1.76% | −17−0.1% | Reduced |
| RCS Financial Planning, LLC | 14,980 | $3.33M | 1.76% | −163−1.1% | Reduced |
| Pacific Point Advisors, LLC | 14,990 | $3.33M | 1.87% | +128+0.9% | Added |
| Terra Nova Asset Management LLC | 15,018 | $3.34M | 2.63% | +852+6.0% | Added |
| Wolff Wiese Magana LLC | 15,029 | $3.34M | 2.27% | −4,542−23.2% | Reduced |
| 5th Street Advisors, LLC | 15,038 | $3.34M | 1.61% | +3,238+27.4% | Added |
| Safeguard Financial, LLC | 15,038 | $3.34M | 0.73% | −248−1.6% | Reduced |
| FOCUS Wealth Advisors, LLC | 15,047 | $3.34M | 1.85% | −453−2.9% | Reduced |
| JFG Wealth Management, LLC | 15,050 | $3.34M | 0.76% | −6,054−28.7% | Reduced |
| Valued Retirements, Inc. | 15,077 | $3.35M | 4.40% | −91−0.6% | Reduced |
| Maridea Wealth Management LLC | 15,081 | $3.35M | 1.09% | +611+4.2% | Added |
| Grant Street Asset Management, Inc. | 15,082 | $3.35M | 0.82% | −700−4.4% | Reduced |
| Arcus Capital Partners, LLC | 15,087 | $3.35M | 1.35% | −309−2.0% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 15,088 | $3.35M | 0.82% | +441+3.0% | Added |
| Foundation Wealth Management, LLC | 15,088 | $3.35M | 2.63% | +30.0% | Added |
| Fiduciary Planning LLC | 15,106 | $3.36M | 1.11% | +592+4.1% | Added |
| Vienna Asset Management LLC | 15,112 | $3.36M | 2.65% | −1,845−10.9% | Reduced |
| Uhlmann Price Securities, LLC | 15,116 | $3.36M | 2.47% | −124−0.8% | Reduced |
| Fortune 45 LLC | 15,137 | $3.36M | 2.20% | +1,182+8.5% | Added |
| Werlinich Asset Management, LLC | 15,145 | $3.36M | 2.14% | 00.0% | Unchanged |
| Brady Martz Wealth Solutions, LLC | 15,151 | $3.37M | 0.76% | −74−0.5% | Reduced |
| Rainier Family Wealth Inc | 15,168 | $3.37M | 3.97% | −84−0.6% | Reduced |
| Brucke Financial, Inc. | 15,903 | $3.38M | 2.93% | +3,882+32.3% | Added |
| Spartan Planning & Wealth Management | 15,226 | $3.38M | 3.28% | −12,057−44.2% | Reduced |
| Fortune Financial Advisors, LLC | 15,234 | $3.38M | 2.92% | +1,112+7.9% | Added |
| Valtinson Bruner Financial Planning LLC | 15,249 | $3.39M | 1.15% | −177−1.1% | Reduced |
| DecisionMap Wealth Management, LLC | 15,299 | $3.40M | 2.58% | +377+2.5% | Added |
| Fjell Capital, LLC | 15,301 | $3.40M | 3.45% | +1,214+8.6% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 15,312 | $3.40M | 6.66% | +1,511+10.9% | Added |
| Cox Capital Mgt LLC | 15,313 | $3.40M | 2.48% | −493−3.1% | Reduced |
| Virtus ETF Advisers LLC | 15,332 | $3.41M | 2.21% | +15,332 | New |
| Blue Rock Wealth Management LLC | 15,344 | $3.41M | 2.89% | +7,005+84.0% | Added |
| Medallion Wealth Advisors, LLC | 15,301 | $3.41M | 1.55% | +720+4.9% | Added |
| Warner Financial, Inc | 15,352 | $3.41M | 1.51% | −411−2.6% | Reduced |
| Accelerate Investment Advisors LLC | 15,353 | $3.41M | 2.86% | +954+6.6% | Added |
| MBM Wealth Consultants, LLC | 15,381 | $3.42M | 1.01% | +346+2.3% | Added |
| North Capital, Inc. | 15,385 | $3.42M | 3.22% | +15,385 | New |
| apricus wealth, LLC | 15,392 | $3.42M | 2.03% | +115+0.8% | Added |
| CTC Alternative Strategies, Ltd. | 15,400 | $3.42M | 4.18% | +15,400 | New |
| Integrity Wealth Solutions LLC | 15,401 | $3.42M | 1.85% | −121−0.8% | Reduced |
| Miller Financial Services LLC | 15,402 | $3.42M | 4.92% | −4,385−22.2% | Reduced |
| Guild Investment Management, Inc. | 15,418 | $3.42M | 3.60% | −1,636−9.6% | Reduced |
| Affinity Investment Advisors, LLC | 15,472 | $3.44M | 2.80% | −673−4.2% | Reduced |
| Laidlaw Wealth Management LLC | 15,487 | $3.44M | 10.24% | −24,402−61.2% | Reduced |
| Fire Capital Management LLC | 15,516 | $3.45M | 2.53% | +700+4.7% | Added |
| Barnes Dennig Private Wealth Management LLC | 15,546 | $3.45M | 5.22% | +15,546 | New |
| Cherrydale Wealth Management, LLC | 15,547 | $3.45M | 1.37% | +2,378+18.1% | Added |
| HMV Wealth Advisors, LLC | 15,551 | $3.45M | 2.74% | 00.0% | Unchanged |
| AXS Investments LLC | 15,564 | $3.46M | 0.96% | −1,327−7.9% | Reduced |
| Raleigh Capital Management Inc. | 15,565 | $3.46M | 1.57% | −14,797−48.7% | Reduced |
| Seven Springs Wealth Group, LLC | 15,566 | $3.46M | 1.23% | +1,288+9.0% | Added |
| Virtus Wealth Solutions LLC | 15,568 | $3.46M | 1.05% | +562+3.7% | Added |
| Bollard Group LLC | 15,575 | $3.46M | 0.09% | +17+0.1% | Added |
| Wade Financial Advisory, Inc | 15,580 | $3.46M | 1.19% | −703−4.3% | Reduced |
| Index Fund Advisors, Inc. | 15,581 | $3.46M | 0.21% | −45,957−74.7% | Reduced |
| First Bank & Trust | 15,587 | $3.46M | 0.67% | +70.0% | Added |
| Rialto Wealth Management, LLC | 15,601 | $3.47M | 1.09% | +238+1.5% | Added |
| Brogan Financial, Inc. | 15,602 | $3.47M | 1.68% | +223+1.5% | Added |
| Cloud Capital Management, LLC | 15,612 | $3.47M | 2.46% | +15,612 | New |
| Sterling Financial Planning, Inc. | 15,612 | $3.47M | 1.26% | −338−2.1% | Reduced |
| Single Point Partners, LLC | 15,625 | $3.47M | 0.81% | −409−2.6% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 15,645 | $3.48M | 1.01% | −644−4.0% | Reduced |
| Tucker Asset Management LLC | 15,651 | $3.48M | 1.13% | +645+4.3% | Added |
| Minot DeBlois Advisors LLC | 15,654 | $3.48M | 3.46% | −2,594−14.2% | Reduced |
| B&L Asset Management LLC | 15,663 | $3.48M | 2.28% | +1,906+13.9% | Added |
| Custos Family Office, LLC | 15,666 | $3.48M | 1.23% | +237+1.5% | Added |
| Pointe Capital Management LLC | 15,670 | $3.48M | 2.04% | −100−0.6% | Reduced |
| Flagship Wealth Advisors, LLC | 15,681 | $3.48M | 1.47% | +1,523+10.8% | Added |
| V2 Financial group LLC | 15,689 | $3.48M | 2.24% | −600−3.7% | Reduced |
| Caerus Investment Advisors, LLC | 15,691 | $3.49M | 3.36% | −1,139−6.8% | Reduced |
| Ssi Investment Management LLC | 15,696 | $3.49M | 0.27% | −14−0.1% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 15,715 | $3.49M | 1.02% | +143+0.9% | Added |
| Gilbert & Cook, Inc. | 15,729 | $3.49M | 0.51% | −11,318−41.8% | Reduced |
| Aspen Investment Management Inc | 15,761 | $3.50M | 1.61% | −1,282−7.5% | Reduced |
| Private Management Group Inc | 15,763 | $3.50M | 0.12% | −6,633−29.6% | Reduced |
| Riverpark Capital Management LLC | 15,768 | $3.50M | 6.43% | +231+1.5% | Added |
| Global Strategic Investment Solutions, LLC | 15,774 | $3.50M | 0.41% | −8,112−34.0% | Reduced |
| Camden National Bank | 15,786 | $3.51M | 0.52% | −780−4.7% | Reduced |
| Stableford Capital II LLC | 17,807 | $3.51M | 1.48% | +701+4.1% | Added |
| M3 Advisory Group, LLC | 15,804 | $3.51M | 2.77% | −1,721−9.8% | Reduced |
| Integrated Capital Management, LLC | 15,808 | $3.51M | 1.93% | −1,243−7.3% | Reduced |
| Magnolia Private Wealth, LLC | 15,823 | $3.51M | 2.97% | +1,296+8.9% | Added |
| GR Financial Group, LLC | 15,828 | $3.52M | 0.54% | +4,421+38.8% | Added |
| Elgethun Capital Management | 15,834 | $3.52M | 0.79% | −879−5.3% | Reduced |
| Evelyn Partners Asset Management Ltd | 15,839 | $3.52M | 0.98% | −244−1.5% | Reduced |
| Holistic Planning, LLC | 15,860 | $3.52M | 1.19% | +422+2.7% | Added |
| 25 LLC | 15,862 | $3.52M | 1.46% | +187+1.2% | Added |
| Wealthcare Capital Partners, LLC | 15,909 | $3.53M | 1.82% | +107+0.7% | Added |
| Baer Investment Advisory LLC | 13,254 | $3.53M | 5.31% | +1,357+11.4% | Added |
| Prairie Wealth Advisors, Inc. | 15,910 | $3.53M | 1.74% | −1,761−10.0% | Reduced |
| Alliance Wealth Advisors, LLC | 15,926 | $3.54M | 0.92% | −9,995−38.6% | Reduced |
| A&I Financial Services, LLC | 15,928 | $3.54M | 2.39% | +11,000+223.2% | Added |
| Community Bank of Raymore | 15,931 | $3.54M | 2.86% | −1,434−8.3% | Reduced |
| Scarborough Advisors, LLC | 15,954 | $3.54M | 0.50% | +14+0.1% | Added |
| Wulff, Hansen & Co. | 15,994 | $3.55M | 3.24% | +5,307+49.7% | Added |