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 |
|---|---|---|---|---|---|
| Wealth Advisors of Iowa, LLC | 17,518 | $3.89M | 1.67% | −286−1.6% | Reduced |
| Hutner Capital Management Inc | 17,523 | $3.89M | 1.66% | +27+0.2% | Added |
| Serenus Wealth Advisors, LLC | 17,526 | $3.89M | 0.65% | −10.0% | Reduced |
| Morris Retirement Advisors, LLC | 17,544 | $3.90M | 2.08% | −4,348−19.9% | Reduced |
| Elm3 Financial Group, LLC | 17,547 | $3.90M | 3.43% | −74−0.4% | Reduced |
| Francis Financial, Inc. | 17,553 | $3.90M | 0.95% | −6,328−26.5% | Reduced |
| Worth Asset Management, LLC | 17,558 | $3.90M | 2.13% | −1,086−5.8% | Reduced |
| Whipplewood Advisors, LLC | 18,981 | $3.90M | 2.31% | +1,036+5.8% | Added |
| Midwest Professional Planners, LTD. | 17,574 | $3.90M | 1.21% | −6,234−26.2% | Reduced |
| Trace Wealth Advisors, LLC | 17,580 | $3.91M | 3.48% | −1,272−6.7% | Reduced |
| Sky-Mountain Capital Management, Inc. | 17,591 | $3.91M | 3.31% | +17,591 | New |
| LongView Asset Management LLC | 17,591 | $3.91M | 3.35% | −7,399−29.6% | Reduced |
| Meridian Management Co | 17,593 | $3.91M | 1.21% | −7,779−30.7% | Reduced |
| Element Pointe Advisors, LLC | 17,616 | $3.91M | 0.95% | −1,502−7.9% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 17,621 | $3.91M | 0.92% | −81−0.5% | Reduced |
| Conservest Capital Advisors, Inc. | 17,629 | $3.92M | 0.41% | +22+0.1% | Added |
| Delap Wealth Advisory, LLC | 17,649 | $3.92M | 2.19% | −169−0.9% | Reduced |
| Narus Financial Partners, LLC | 17,676 | $3.93M | 1.34% | −440−2.4% | Reduced |
| Grant Private Wealth Management Inc | 17,795 | $3.93M | 4.24% | +682+4.0% | Added |
| Twelve Points Wealth Management LLC | 17,701 | $3.93M | 1.07% | +466+2.7% | Added |
| Unison Asset Management LLC | 20,755 | $3.93M | 2.32% | −8,901−30.0% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 17,708 | $3.93M | 2.65% | −346−1.9% | Reduced |
| Viawealth, LLC | 17,711 | $3.93M | 2.43% | −349−1.9% | Reduced |
| Malaga Cove Capital, LLC | 17,714 | $3.93M | 1.70% | +1,376+8.4% | Added |
| Geometric Wealth Advisors | 17,722 | $3.94M | 0.67% | +92+0.5% | Added |
| Peak Financial Advisors LLC | 17,723 | $3.94M | 2.00% | +840+5.0% | Added |
| Motley Fool Wealth Management, LLC | 17,735 | $3.94M | 0.23% | +1,896+12.0% | Added |
| Mendel Money Management | 17,755 | $3.94M | 1.87% | +178+1.0% | Added |
| CBIZ Investment Advisory Services, LLC | 17,759 | $3.94M | 0.19% | +716+4.2% | Added |
| Oak Family Advisors, LLC | 17,762 | $3.95M | 1.64% | −685−3.7% | Reduced |
| Sprott Inc. | 17,770 | $3.95M | 0.23% | −9,820−35.6% | Reduced |
| Sylvest Advisors, LLC | 17,790 | $3.95M | 2.47% | −1,174−6.2% | Reduced |
| Granite Group Advisors, LLC | 17,803 | $3.95M | 2.74% | −33−0.2% | Reduced |
| Marshall Investment Management, LLC | 17,809 | $3.96M | 2.46% | −3,061−14.7% | Reduced |
| Aspetuck Financial Management LLC | 17,813 | $3.96M | 3.40% | −200−1.1% | Reduced |
| Redmond Asset Management, LLC | 17,824 | $3.96M | 1.02% | −12−0.1% | Reduced |
| Fortress Wealth Group, LLC | 18,761 | $3.96M | 1.95% | −365−1.9% | Reduced |
| Reik & Co., LLC | 17,849 | $3.96M | 0.92% | −150−0.8% | Reduced |
| Elios Financial Group Inc. | 17,850 | $3.96M | 1.96% | +445+2.6% | Added |
| Landscape Capital Management, L.L.C. | 17,895 | $3.98M | 0.35% | +451+2.6% | Added |
| RIA Advisory Group LLC | 17,905 | $3.98M | 1.29% | +3,680+25.9% | Added |
| Atlanta Consulting Group Advisors, LLC | 17,925 | $3.98M | 1.16% | −596−3.2% | Reduced |
| Kaye Capital Management | 17,929 | $3.98M | 1.63% | −794−4.2% | Reduced |
| John W. Brooker & Co., CPAs | 17,964 | $3.99M | 1.65% | +1,523+9.3% | Added |
| Baker Boyer National Bank | 17,964 | $3.99M | 1.47% | −1,866−9.4% | Reduced |
| Private Capital Management, LLC | 17,985 | $3.99M | 0.45% | −188−1.0% | Reduced |
| Pinnacle Holdings, LLC | 17,988 | $4.00M | 1.52% | −2,820−13.6% | Reduced |
| Richard W. Paul & Associates, LLC | 18,026 | $4.00M | 1.57% | −4,881−21.3% | Reduced |
| Investors Research Corp | 18,040 | $4.01M | 0.87% | +1,114+6.6% | Added |
| Strata Wealth Advisors, LLC | 18,042 | $4.01M | 1.25% | −885−4.7% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 18,067 | $4.01M | 4.45% | −1,573−8.0% | Reduced |
| Wealthstream Advisors, Inc. | 18,104 | $4.02M | 0.75% | −111−0.6% | Reduced |
| Ssa Swiss Advisors AG | 18,104 | $4.02M | 2.06% | +18,104 | New |
| United Community Bank | 18,127 | $4.03M | 1.50% | −1,709−8.6% | Reduced |
| Arlington Partners LLC | 18,128 | $4.03M | 1.58% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 18,157 | $4.03M | 1.17% | +1,080+6.3% | Added |
| Lawson Kroeker Investment Management Inc | 18,172 | $4.04M | 0.74% | −2,067−10.2% | Reduced |
| CPA Asset Management LLC | 18,178 | $4.04M | 1.78% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 18,193 | $4.04M | 0.77% | −236−1.3% | Reduced |
| New Insight Wealth Advisors | 18,230 | $4.05M | 1.84% | −148−0.8% | Reduced |
| Abel Hall, LLC | 18,278 | $4.06M | 2.45% | +1,783+10.8% | Added |
| Campion Asset Management LLC | 18,284 | $4.06M | 3.14% | −133−0.7% | Reduced |
| Jacksonville Wealth Management, LLC | 18,316 | $4.07M | 4.00% | −32−0.2% | Reduced |
| CAP Partners, LLC | 18,325 | $4.07M | 2.95% | −201−1.1% | Reduced |
| Fedenia Advisers LLC | 18,328 | $4.07M | 2.65% | −1,052−5.4% | Reduced |
| Amica Retiree Medical Trust | 18,335 | $4.07M | 6.22% | −5,751−23.9% | Reduced |
| BlueStem Wealth Partners, LLC | 18,377 | $4.08M | 0.56% | +465+2.6% | Added |
| NCP Inc. | 18,384 | $4.08M | 5.51% | −925−4.8% | Reduced |
| Pine Harbor Wealth Management, LLC | 18,391 | $4.09M | 1.63% | −2,040−10.0% | Reduced |
| Stone Point Wealth LLC | 18,393 | $4.09M | 1.38% | −465−2.5% | Reduced |
| Agp Franklin, LLC | 20,254 | $4.09M | 2.53% | +5,405+36.4% | Added |
| Heritage Investment Group, Inc. | 18,433 | $4.09M | 0.77% | +357+2.0% | Added |
| Elevate Capital Advisors, LLC | 18,433 | $4.09M | 3.79% | −1,650−8.2% | Reduced |
| Barings LLC | 18,445 | $4.10M | 0.10% | +993+5.7% | Added |
| Outfitter Financial LLC | 18,460 | $4.10M | 3.69% | −2,695−12.7% | Reduced |
| Heritage Family Offices, LLP | 18,475 | $4.10M | 2.10% | +908+5.2% | Added |
| Keyvantage Wealth, LLC | 18,476 | $4.10M | 2.00% | −3,079−14.3% | Reduced |
| Integrity Wealth Advisors, Inc. | 18,476 | $4.10M | 3.01% | −1,704−8.4% | Reduced |
| Aua Capital Management, LLC | 18,485 | $4.11M | 2.67% | 00.0% | Unchanged |
| Barnes Wealth Management Group, Inc | 18,487 | $4.11M | 2.64% | −40.0% | Reduced |
| BCGM Wealth Management, LLC | 18,491 | $4.11M | 1.26% | −73−0.4% | Reduced |
| Coyle Financial Counsel LLC | 18,517 | $4.11M | 1.26% | +1,282+7.4% | Added |
| Avion Wealth | 16,434 | $4.12M | 1.06% | +42+0.3% | Added |
| Fiducient Advisors LLC | 18,534 | $4.12M | 0.51% | +3,582+24.0% | Added |
| Great Point Wealth Advisors, LLC | 18,539 | $4.12M | 0.89% | −1,260−6.4% | Reduced |
| Lionsbridge Wealth Management LLC | 17,310 | $4.12M | 3.66% | +7,542+77.2% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 18,558 | $4.12M | 1.16% | +328+1.8% | Added |
| Sutton Place Investors LLC | 18,640 | $4.14M | 2.78% | −16,611−47.1% | Reduced |
| Jackson Thornton Asset Management, LLC | 21,031 | $4.14M | 0.55% | −1,022−4.6% | Reduced |
| G&S Capital LLC | 18,744 | $4.16M | 1.77% | +1,066+6.0% | Added |
| Lakewood Asset Management LLC | 18,756 | $4.17M | 2.81% | −37−0.2% | Reduced |
| Northern Financial Advisors Inc | 18,777 | $4.17M | 3.44% | +130+0.7% | Added |
| Paladin Advisory Group, LLC | 18,783 | $4.17M | 3.34% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 18,784 | $4.17M | 1.32% | +4,913+35.4% | Added |
| Cahill Wealth Management, LLC | 18,790 | $4.17M | 2.12% | −306−1.6% | Reduced |
| Moment Partners, LLC | 18,791 | $4.17M | 0.83% | +901+5.0% | Added |
| Schulhoff & Co Inc | 18,792 | $4.17M | 1.85% | −241−1.3% | Reduced |
| Accuvest Global Advisors | 18,798 | $4.18M | 3.55% | −2,306−10.9% | Reduced |
| Icapital Wealth LLC | 18,814 | $4.18M | 2.54% | −1,307−6.5% | Reduced |
| ERTS Wealth Advisors, LLC | 18,821 | $4.18M | 0.81% | −1,674−8.2% | Reduced |