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; 6,151 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 | 6,151 | $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 | 4,404 | $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 |
|---|---|---|---|---|---|
| Convergence Investment Partners, LLC | 24,513 | $5.45M | 1.51% | −10,597−30.2% | Reduced |
| Parvin Asset Management, LLC | 24,525 | $5.45M | 6.12% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 24,558 | $5.46M | 1.49% | +1,304+5.6% | Added |
| Tableaux LLC | 24,597 | $5.46M | 3.94% | −5,000−16.9% | Reduced |
| Salvus Wealth Management, LLC | 24,618 | $5.47M | 3.43% | −2,113−7.9% | Reduced |
| Raelipskie Partnership | 24,630 | $5.47M | 2.81% | +1,270+5.4% | Added |
| J Hagan Capital, Inc. | 21,884 | $5.48M | 4.46% | +21,884 | New |
| Somerset Group LLC | 24,674 | $5.48M | 4.99% | +329+1.4% | Added |
| Truepoint, Inc. | 24,681 | $5.48M | 0.15% | +6,612+36.6% | Added |
| Topsail Wealth Management, LLC | 24,682 | $5.48M | 1.11% | +2,400+10.8% | Added |
| Addison Advisors LLC | 24,686 | $5.48M | 1.50% | −959−3.7% | Reduced |
| Graphene Investments SAS | 24,700 | $5.49M | 4.01% | +600+2.5% | Added |
| Eight 31 Financial LLC | 24,733 | $5.49M | 3.52% | +809+3.4% | Added |
| Trustco Bank Corp N Y | 24,738 | $5.49M | 5.96% | +144+0.6% | Added |
| Alaska Permanent Fund Corp | 25,886 | $5.50M | 0.08% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 24,637 | $5.50M | 1.69% | +8,941+57.0% | Added |
| Verum Partners LLC | 24,791 | $5.51M | 1.48% | +909+3.8% | Added |
| First Financial Group Corp | 24,802 | $5.51M | 6.24% | −1,197−4.6% | Reduced |
| Archvest Wealth Advisors, Inc. | 24,841 | $5.52M | 4.57% | −1,124−4.3% | Reduced |
| Koss-Olinger Consulting, LLC | 24,852 | $5.52M | 0.47% | −1,651−6.2% | Reduced |
| Advisory Resource Group | 24,865 | $5.52M | 1.12% | +271+1.1% | Added |
| PFW Advisors LLC | 24,899 | $5.53M | 1.73% | −47−0.2% | Reduced |
| Creative Capital Management Investments LLC | 24,913 | $5.53M | 2.14% | −1,583−6.0% | Reduced |
| Spreng Capital Management, Inc. | 24,947 | $5.54M | 2.51% | −2,248−8.3% | Reduced |
| Beaird Harris Wealth Management, LLC | 24,954 | $5.54M | 0.47% | −1,684−6.3% | Reduced |
| Herald Investment Management Ltd | 25,000 | $5.55M | 1.04% | 00.0% | Unchanged |
| Unio Capital LLC | 24,994 | $5.55M | 2.13% | −790−3.1% | Reduced |
| KWMG, LLC | 25,023 | $5.56M | 0.57% | +345+1.4% | Added |
| McRae Capital Management Inc | 25,043 | $5.56M | 1.17% | −866−3.3% | Reduced |
| Colton Groome Financial Advisors, LLC | 26,180 | $5.56M | 2.16% | −1,161−4.2% | Reduced |
| Green Square Capital Advisors LLC | 25,048 | $5.56M | 0.84% | +1,210+5.1% | Added |
| Cranbrook Wealth Management, LLC | 25,048 | $5.56M | 1.29% | −2,769−10.0% | Reduced |
| Austin Asset Management Co Inc | 25,052 | $5.56M | 1.16% | −204−0.8% | Reduced |
| Castle Wealth Management LLC | 25,076 | $5.57M | 2.18% | +581+2.4% | Added |
| Libra Wealth LLC | 25,080 | $5.57M | 2.09% | −1,422−5.4% | Reduced |
| Socorro Asset Management LP | 25,081 | $5.57M | 1.92% | +2,093+9.1% | Added |
| Triad Wealth Partners, LLC | 25,100 | $5.58M | 1.73% | +1,564+6.6% | Added |
| LVZ Advisors, Inc. | 25,129 | $5.58M | 0.73% | +775+3.2% | Added |
| Arbor Investment Advisors, LLC | 25,134 | $5.58M | 0.76% | +43+0.2% | Added |
| Cook Wealth Management Group LLC | 26,256 | $5.60M | 2.72% | −2,540−8.8% | Reduced |
| E&G Advisors, LP | 25,218 | $5.60M | 1.58% | −257−1.0% | Reduced |
| Second Line Capital, LLC | 25,215 | $5.60M | 1.44% | +610+2.5% | Added |
| ICW Investment Advisors LLC | 25,220 | $5.60M | 2.28% | +197+0.8% | Added |
| Court Place Advisors, LLC | 25,236 | $5.61M | 1.86% | +33+0.1% | Added |
| Rockingstone Advisors LLC | 25,259 | $5.61M | 2.53% | −394−1.5% | Reduced |
| Stillwater Wealth Management Group | 25,261 | $5.61M | 4.86% | −1,975−7.3% | Reduced |
| Financial Connections Group, Inc. | 25,266 | $5.61M | 2.52% | +1,050+4.3% | Added |
| Tennessee Valley Asset Management Partners | 25,288 | $5.62M | 0.92% | +285+1.1% | Added |
| Charles Schwab Trust Co | 25,303 | $5.62M | 0.47% | −6,313−20.0% | Reduced |
| Lionshead Wealth Management, LLC | 25,388 | $5.64M | 5.86% | −16,001−38.7% | Reduced |
| Spahn Wealth & Retirement LLC | 25,389 | $5.64M | 4.14% | −205−0.8% | Reduced |
| Maia Wealth LLC | 27,851 | $5.64M | 1.28% | −448−1.6% | Reduced |
| MeadowBrook Investment Advisors LLC | 25,407 | $5.64M | 5.27% | −35−0.1% | Reduced |
| Wormser Freres Gestion | 25,803 | $5.64M | 3.46% | −1,144−4.2% | Reduced |
| Paragon Financial Partners, Inc. | 25,419 | $5.65M | 4.42% | +171+0.7% | Added |
| Wiser Advisor Group LLC | 25,420 | $5.65M | 8.34% | −328−1.3% | Reduced |
| Eaton Financial Holdings Company, LLC | 25,431 | $5.65M | 2.34% | −3,342−11.6% | Reduced |
| Mayport, LLC | 25,442 | $5.65M | 1.56% | +1,250+5.2% | Added |
| Selective Wealth Management, Inc. | 28,581 | $5.66M | 2.46% | −111−0.4% | Reduced |
| WPWealth LLP | 25,564 | $5.68M | 1.12% | +82+0.3% | Added |
| Evergreen Private Wealth LLC | 25,579 | $5.68M | 2.66% | +40+0.2% | Added |
| BluePointe Capital Management, LLC | 25,582 | $5.68M | 2.16% | +7,663+42.8% | Added |
| Sentry LLC | 25,587 | $5.68M | 1.11% | +70.0% | Added |
| Gordian Capital Singapore Pte Ltd | 25,999 | $5.69M | 3.54% | +2,050+8.6% | Added |
| Karani Asset Management LLC | 25,603 | $5.69M | 6.02% | −2,440−8.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 25,606 | $5.69M | 2.23% | +224+0.9% | Added |
| Worth Financial Advisory Group, LLC | 25,612 | $5.69M | 3.62% | +395+1.6% | Added |
| Symphony Financial, Ltd. Co. | 28,983 | $5.69M | 3.37% | −47,548−62.1% | Reduced |
| Orrstown Financial Services Inc | 25,658 | $5.70M | 1.36% | −2,793−9.8% | Reduced |
| Vickerman Investment Advisors, Inc. | 25,665 | $5.70M | 1.29% | +4,418+20.8% | Added |
| Ullmann Financial Group, Inc. | 25,673 | $5.70M | 0.76% | −2,313−8.3% | Reduced |
| Butensky & Cohen Financial Security, Inc | 25,686 | $5.71M | 1.75% | −338−1.3% | Reduced |
| Wagner Wealth Management, LLC | 25,704 | $5.71M | 1.42% | −65−0.3% | Reduced |
| Peregrine Asset Advisers, Inc. | 25,724 | $5.71M | 2.14% | −9,375−26.7% | Reduced |
| Invera Wealth Advisors, LLC | 25,741 | $5.72M | 3.70% | +25,741 | New |
| Partners Wealth Management, LLC | 25,757 | $5.72M | 6.49% | +23+0.1% | Added |
| Prostatis Group LLC | 25,779 | $5.73M | 1.81% | −627−2.4% | Reduced |
| Doliver Advisors, LP | 25,783 | $5.73M | 1.61% | −138−0.5% | Reduced |
| Acorns Advisers, LLC | 25,785 | $5.73M | 0.05% | +4,104+18.9% | Added |
| Madison Park Capital Advisors, LLC | 25,788 | $5.73M | 5.03% | −1,443−5.3% | Reduced |
| EdgeRock Capital LLC | 25,791 | $5.73M | 4.08% | −1,926−6.9% | Reduced |
| American State Bank (Iowa) | 25,807 | $5.73M | 3.46% | +667+2.7% | Added |
| Warwick Investment Management, Inc. | 25,807 | $5.73M | 1.19% | +2,486+10.7% | Added |
| Allium Financial Advisors, LLC | 25,874 | $5.75M | 5.24% | +25,874 | New |
| Pure Portfolios Holdings LLC | 25,875 | $5.75M | 2.11% | −2,391−8.5% | Reduced |
| Hidden Cove Wealth Management, LLC | 25,883 | $5.75M | 4.55% | +22+0.1% | Added |
| Fortitude Advisory Group L.L.C. | 29,604 | $5.75M | 4.14% | −163−0.5% | Reduced |
| Elser Financial Planning, Inc | 25,944 | $5.76M | 7.98% | +1,001+4.0% | Added |
| Park Capital Management, LLC | 25,998 | $5.77M | 6.75% | +924+3.7% | Added |
| Royal Harbor Partners, LLC | 26,012 | $5.78M | 2.24% | −1,218−4.5% | Reduced |
| Redwood Investments, LLC | 26,029 | $5.78M | 2.17% | −1,154−4.2% | Reduced |
| Leslie Global Wealth, LLC | 26,064 | $5.79M | 2.82% | +276+1.1% | Added |
| PrairieView Partners, LLC | 26,119 | $5.80M | 0.61% | +698+2.7% | Added |
| Cutter & CO Brokerage, Inc. | 26,119 | $5.80M | 1.37% | −6,157−19.1% | Reduced |
| ShoreHaven Wealth Partners, LLC | 26,153 | $5.81M | 2.78% | −508−1.9% | Reduced |
| Pinnacle Family Advisors, LLC | 26,160 | $5.81M | 3.16% | −50.0% | Reduced |
| Act Wealth Management, LLC | 26,183 | $5.82M | 2.63% | −1,527−5.5% | Reduced |
| First Affirmative Financial Network | 26,247 | $5.83M | 3.57% | −1,002−3.7% | Reduced |
| Warm Springs Advisors Inc. | 26,254 | $5.83M | 5.86% | −7,464−22.1% | Reduced |
| Capital Planning LLC | 26,271 | $5.84M | 1.63% | −1,027−3.8% | Reduced |