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 |
|---|---|---|---|---|---|
| Successful Portfolios LLC | 20,429 | $4.54M | 3.09% | −230−1.1% | Reduced |
| Birchcreek Wealth Management, LLC | 20,469 | $4.55M | 2.87% | −31−0.2% | Reduced |
| Permanens Capital L.P. | 20,475 | $4.55M | 0.83% | +3,396+19.9% | Added |
| IMPACTfolio, LLC | 20,488 | $4.55M | 2.39% | −436−2.1% | Reduced |
| Fairfield, Bush & Co. | 20,506 | $4.55M | 2.89% | −833−3.9% | Reduced |
| KFA Private Wealth Group, LLC | 20,524 | $4.56M | 1.60% | +5,556+37.1% | Added |
| Legacy Wealth Asset Management, LLC | 20,554 | $4.57M | 1.26% | +35+0.2% | Added |
| Mainsail Asset Management, LLC | 20,570 | $4.57M | 3.13% | +910+4.6% | Added |
| Sunbeam Capital Management, LLC | 20,602 | $4.58M | 4.36% | +72+0.4% | Added |
| Palisades Hudson Asset Management, L.P. | 20,612 | $4.58M | 2.08% | −637−3.0% | Reduced |
| Peoples Bank | 20,662 | $4.59M | 3.11% | +445+2.2% | Added |
| Castleview Partners, LLC | 20,723 | $4.60M | 3.12% | −4,155−16.7% | Reduced |
| Proactive Wealth Strategies LLC | 20,726 | $4.60M | 2.45% | −198−0.9% | Reduced |
| Kearns & Associates LLC | 20,728 | $4.60M | 2.99% | 00.0% | Unchanged |
| Napatree Capital LLC | 20,728 | $4.60M | 2.59% | +234+1.1% | Added |
| Financial Synergies Wealth Advisors, Inc. | 20,732 | $4.61M | 0.56% | −40−0.2% | Reduced |
| Puff Wealth Management, LLC | 20,805 | $4.62M | 8.17% | −103−0.5% | Reduced |
| International Private Wealth Advisors LLC | 20,814 | $4.62M | 4.43% | +1,339+6.9% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 20,832 | $4.62M | 1.15% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 20,827 | $4.63M | 1.85% | −790−3.7% | Reduced |
| Center For Asset Management LLC | 20,883 | $4.64M | 2.84% | +20,883 | New |
| FSA Wealth Management LLC | 20,884 | $4.64M | 1.97% | +1,353+6.9% | Added |
| Warren Street Wealth Advisors, LLC | 20,889 | $4.64M | 1.82% | +1,513+7.8% | Added |
| Virginia Wealth Management Group, Inc. | 20,893 | $4.64M | 2.87% | −725−3.4% | Reduced |
| TD Capital Management LLC | 20,897 | $4.64M | 0.47% | +334+1.6% | Added |
| KFG Wealth Management, LLC | 20,907 | $4.64M | 0.84% | +3,309+18.8% | Added |
| BlackDiamond Wealth Management Inc. | 23,441 | $4.65M | 3.14% | +1,180+5.3% | Added |
| Vista Investment Partners II, LLC | 20,970 | $4.66M | 2.58% | +562+2.8% | Added |
| Channing Global Advisors, LLC | 20,995 | $4.66M | 3.17% | −21−0.1% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 20,997 | $4.66M | 1.75% | −4,171−16.6% | Reduced |
| Viking Fund Management LLC | 21,000 | $4.66M | 0.67% | 00.0% | Unchanged |
| Emprise Bank | 21,047 | $4.68M | 2.50% | −1,862−8.1% | Reduced |
| Mascoma Wealth Management LLC | 21,049 | $4.68M | 1.16% | −1,454−6.5% | Reduced |
| Johnson & White Wealth Management, LLC | 21,049 | $4.68M | 2.62% | −16−0.1% | Reduced |
| Optiver Holding B.V. | 21,106 | $4.69M | 0.18% | +6,199+41.6% | Added |
| RoundAngle Advisors LLC | 21,167 | $4.70M | 4.32% | −259−1.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 21,182 | $4.71M | 1.82% | +15+0.1% | Added |
| First Financial Corp | 21,194 | $4.71M | 2.28% | +310+1.5% | Added |
| Synergy Financial Group, LTD | 21,208 | $4.71M | 4.23% | −342−1.6% | Reduced |
| BXM Wealth LLC | 21,277 | $4.72M | 5.67% | +1,531+7.8% | Added |
| Authentikos Wealth Advisory, LLC | 21,256 | $4.72M | 3.69% | +7,653+56.3% | Added |
| Philip James Wealth Mangement, LLC | 21,271 | $4.72M | 0.57% | −432−2.0% | Reduced |
| McClarren Financial Advisors, Inc. | 18,058 | $4.73M | 3.15% | +18,058 | New |
| Retirement Income Solutions, Inc | 21,314 | $4.73M | 0.99% | −130−0.6% | Reduced |
| David J Yvars Group | 21,375 | $4.75M | 3.74% | −173−0.8% | Reduced |
| DKM Wealth Management, Inc. | 21,393 | $4.75M | 4.61% | +47+0.2% | Added |
| Rip Road Capital Partners LP | 21,403 | $4.75M | 5.23% | −15,297−41.7% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 21,413 | $4.76M | 2.66% | +111+0.5% | Added |
| Safe Harbor Fiduciary, LLC | 21,424 | $4.76M | 4.92% | +26+0.1% | Added |
| MGO Private Wealth, LLC | 21,461 | $4.77M | 3.36% | −1,861−8.0% | Reduced |
| R.H. Investment Group, LLC | 21,483 | $4.77M | 4.59% | +20+0.1% | Added |
| Deseret Mutual Benefit Administrators | 21,529 | $4.78M | 2.37% | −444−2.0% | Reduced |
| New Wave Wealth Advisors LLC | 21,546 | $4.79M | 2.14% | −515−2.3% | Reduced |
| InTrack Investment Management Inc | 21,595 | $4.80M | 4.36% | −5,470−20.2% | Reduced |
| Fca Corp | 21,607 | $4.80M | 1.53% | +3,913+22.1% | Added |
| Almanack Investment Partners, LLC. | 21,673 | $4.81M | 0.95% | −1,952−8.3% | Reduced |
| S.A. Mason LLC | 21,701 | $4.82M | 2.55% | −484−2.2% | Reduced |
| Dimension Capital Management LLC | 21,721 | $4.82M | 0.86% | −729−3.2% | Reduced |
| Precedent Wealth Partners, LLC | 21,725 | $4.83M | 1.34% | +1,185+5.8% | Added |
| Riverbend Wealth Management, LLC | 21,732 | $4.83M | 4.32% | −586−2.6% | Reduced |
| Retirement Guys Formula LLC | 21,742 | $4.83M | 2.40% | +980+4.7% | Added |
| AA Financial Advisors, LLC | 21,767 | $4.84M | 1.18% | +1,717+8.6% | Added |
| Aspire Capital Advisors LLC | 21,772 | $4.84M | 1.44% | −541−2.4% | Reduced |
| Flavin Financial Services, Inc. | 21,783 | $4.84M | 4.45% | +232+1.1% | Added |
| Roanoke Asset Management Corp | 21,808 | $4.84M | 1.66% | −950−4.2% | Reduced |
| Rogco, LP | 21,813 | $4.85M | 1.94% | +1,213+5.9% | Added |
| Tanaka Capital Management Inc | 21,834 | $4.85M | 11.55% | −2,542−10.4% | Reduced |
| Citadel Advisors LLC | 21,850 | $4.85M | 0.00% | −1,554,884−98.6% | Reduced |
| Phillips Financial Management, LLC | 21,858 | $4.86M | 0.38% | +265+1.2% | Added |
| Morangie Management LLC | 21,873 | $4.86M | 4.76% | −1,283−5.5% | Reduced |
| Unique Wealth, LLC | 21,874 | $4.86M | 0.92% | −1,723−7.3% | Reduced |
| Aspen Capital Management, LLC | 21,884 | $4.86M | 1.55% | +21,884 | New |
| Cadinha & Co LLC | 21,890 | $4.86M | 1.04% | −209−0.9% | Reduced |
| Herbst Group, LLC | 21,894 | $4.86M | 3.44% | −2,422−10.0% | Reduced |
| Sykon Capital LLC | 21,924 | $4.87M | 1.85% | −2,807−11.4% | Reduced |
| Dougherty Wealth Advisers LLC | 21,926 | $4.87M | 3.60% | −490−2.2% | Reduced |
| Union Savings Bank | 21,937 | $4.87M | 2.38% | −356−1.6% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 21,937 | $4.87M | 4.49% | −22,070−50.2% | Reduced |
| Nicholas Investment Partners, LP | 21,943 | $4.87M | 0.50% | +1,100+5.3% | Added |
| Horan Securities, Inc. | 21,946 | $4.87M | 1.84% | −1,207−5.2% | Reduced |
| Sycomore Asset Management | 21,479 | $4.89M | 0.70% | 00.0% | Unchanged |
| Wincap Financial LLC | 22,003 | $4.89M | 4.64% | +744+3.5% | Added |
| Centerpoint Advisory Group | 22,009 | $4.89M | 4.81% | −2,049−8.5% | Reduced |
| Barry Investment Advisors, LLC | 22,015 | $4.89M | 1.30% | −7,024−24.2% | Reduced |
| CJM Wealth Advisers, Ltd. | 22,034 | $4.89M | 1.73% | −1,707−7.2% | Reduced |
| Tobias Financial Advisors, Inc. | 22,037 | $4.89M | 0.95% | +653+3.1% | Added |
| Tandem Capital Management Corp | 22,038 | $4.90M | 2.74% | −3,196−12.7% | Reduced |
| Fairscale Capital, LLC | 22,056 | $4.90M | 4.42% | −188−0.8% | Reduced |
| Legacy CG, LLC | 22,117 | $4.91M | 1.59% | +400+1.8% | Added |
| Primoris Wealth Advisors, LLC | 22,126 | $4.91M | 3.80% | +171+0.8% | Added |
| Brown Financial Advisors | 22,176 | $4.93M | 2.03% | +3,486+18.7% | Added |
| Evergreen Wealth Solutions, LLC | 22,186 | $4.93M | 3.32% | +1,565+7.6% | Added |
| Argus Investors' Counsel, Inc. | 22,195 | $4.93M | 3.76% | −1,482−6.3% | Reduced |
| Bolthouse Investments, LLC | 22,200 | $4.93M | 5.14% | +19+0.1% | Added |
| Birmingham Capital Management Co Inc | 22,242 | $4.94M | 1.86% | −1,820−7.6% | Reduced |
| Drake & Associates, LLC | 22,243 | $4.94M | 1.39% | +7,767+53.7% | Added |
| Fullcircle Wealth LLC | 23,528 | $4.94M | 2.04% | −2,422−9.3% | Reduced |
| Finivi Inc. | 22,262 | $4.94M | 3.98% | +575+2.7% | Added |
| Davis-Rea Ltd. | 22,281 | $4.95M | 1.32% | +22,281 | New |
| Challenger Wealth Management | 22,371 | $4.97M | 3.94% | −127−0.6% | Reduced |