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 |
|---|---|---|---|---|---|
| Financial Advisors, LLC | 26,305 | $5.84M | 1.15% | −46−0.2% | Reduced |
| Mendel Capital Management LLC | 26,362 | $5.86M | 3.54% | +1,061+4.2% | Added |
| Prudent Man Advisors, LLC | 25,890 | $5.86M | 2.13% | +1,101+4.4% | Added |
| Clarity Capital Partners LLC | 26,418 | $5.87M | 2.37% | +15+0.1% | Added |
| Adamsbrown Wealth Consultants LLC | 26,429 | $5.87M | 1.84% | −1,046−3.8% | Reduced |
| Parkside Advisors LLC | 26,488 | $5.88M | 1.42% | −3,976−13.1% | Reduced |
| Sofos Investments, Inc. | 28,492 | $5.89M | 1.28% | +28,492 | New |
| Affinity Wealth Management LLC | 26,524 | $5.89M | 1.09% | −306−1.1% | Reduced |
| Trinity Financial Advisors LLC | 29,001 | $5.89M | 2.12% | +524+1.8% | Added |
| Fonville Wealth Management LLC | 27,223 | $5.89M | 1.74% | +4,332+18.9% | Added |
| MWA Asset Management | 26,562 | $5.90M | 4.09% | −319−1.2% | Reduced |
| Richardson Financial Services Inc. | 26,595 | $5.91M | 4.50% | −28−0.1% | Reduced |
| Lynx Investment Advisory | 26,599 | $5.91M | 3.94% | +210+0.8% | Added |
| Curran Financial Partners, LLC | 26,610 | $5.91M | 1.45% | +825+3.2% | Added |
| Firethorn Wealth Partners, LLC | 26,615 | $5.91M | 2.82% | +1,027+4.0% | Added |
| Guinness Atkinson Asset Management Inc | 26,651 | $5.92M | 3.30% | −1,292−4.6% | Reduced |
| Check Capital Management Inc | 26,654 | $5.92M | 0.38% | −1,128−4.1% | Reduced |
| Quattro Financial Advisors LLC | 26,665 | $5.92M | 2.03% | −23,190−46.5% | Reduced |
| Compass Ion Advisors, LLC | 26,694 | $5.93M | 0.70% | −168−0.6% | Reduced |
| Magnolia Capital Management Ltd | 26,726 | $5.94M | 5.09% | −290−1.1% | Reduced |
| Saranac Partners Ltd | 26,751 | $5.94M | 3.38% | +547+2.1% | Added |
| M. Kraus & Co | 26,778 | $5.95M | 1.81% | −396−1.5% | Reduced |
| Bradyco, Inc. | 26,789 | $5.95M | 4.52% | 00.0% | Unchanged |
| New World Advisors LLC | 26,832 | $5.96M | 1.35% | +593+2.3% | Added |
| Nautilus Advisors LLC | 26,883 | $5.97M | 4.93% | −956−3.4% | Reduced |
| U S Wealth Group, LLC. | 26,917 | $5.98M | 4.74% | −1,428−5.0% | Reduced |
| QTR Family Wealth, LLC | 26,933 | $5.98M | 4.51% | +26,933 | New |
| Cortland Associates Inc | 26,937 | $5.98M | 0.72% | −839−3.0% | Reduced |
| Griffith & Werner, Inc. | 26,975 | $5.99M | 3.73% | +2,390+9.7% | Added |
| CFC Planning Co LLC | 26,980 | $5.99M | 6.55% | +2,203+8.9% | Added |
| Delos Wealth Advisors, LLC | 26,990 | $6.00M | 4.75% | −62−0.2% | Reduced |
| Rockbridge Investment Management, LCC | 27,011 | $6.00M | 0.71% | −782−2.8% | Reduced |
| Dunhill Financial, LLC | 27,014 | $6.00M | 2.73% | −3,759−12.2% | Reduced |
| Austin Wealth Management, LLC | 28,888 | $6.02M | 1.21% | +2,617+10.0% | Added |
| Widmann Financial Services, Inc. | 27,130 | $6.03M | 4.68% | −643−2.3% | Reduced |
| Dodge & Cox | 27,144 | $6.03M | 0.00% | +3,276+13.7% | Added |
| RW Investment Management LLC | 27,154 | $6.03M | 0.74% | −158−0.6% | Reduced |
| Heron Bay Capital Management | 27,218 | $6.05M | 1.27% | −21,255−43.8% | Reduced |
| Cornerstone Planning Group LLC | 29,604 | $6.06M | 1.45% | +2,269+8.3% | Added |
| Cahaba Wealth Management, Inc. | 27,270 | $6.06M | 0.50% | +201+0.7% | Added |
| Fortem Financial Group, LLC | 27,281 | $6.06M | 2.36% | −566−2.0% | Reduced |
| Financial Partners Group, LLC | 27,310 | $6.07M | 2.63% | −3,212−10.5% | Reduced |
| Founders Grove Wealth Partners, LLC | 27,321 | $6.07M | 1.69% | −250−0.9% | Reduced |
| Sentinus, LLC | 27,351 | $6.08M | 1.70% | +1,579+6.1% | Added |
| Edge Financial Advisors LLC | 27,361 | $6.08M | 3.84% | −186−0.7% | Reduced |
| Avantra Family Wealth, Inc. | 27,362 | $6.08M | 5.83% | −433−1.6% | Reduced |
| Shaker Investments LLC | 27,381 | $6.08M | 2.93% | −5,301−16.2% | Reduced |
| Crew Capital Management, Ltd. | 27,423 | $6.09M | 4.97% | −1,370−4.8% | Reduced |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 27,432 | $6.09M | 1.78% | −12,605−31.5% | Reduced |
| PCA Investment Advisory Services Inc. | 27,438 | $6.09M | 3.22% | +4,616+20.2% | Added |
| Canton Hathaway, LLC | 27,457 | $6.10M | 1.23% | +5,404+24.5% | Added |
| Hoxton Planning & Management, LLC | 27,505 | $6.11M | 2.33% | −398−1.4% | Reduced |
| MOKAN Wealth Management Inc. | 27,511 | $6.11M | 3.68% | +1,948+7.6% | Added |
| 49 Wealth Management, LLC | 27,527 | $6.11M | 0.74% | −1,686−5.8% | Reduced |
| Exchange Bank | 27,587 | $6.13M | 4.94% | −814−2.9% | Reduced |
| IronBridge Private Wealth, LLC | 27,589 | $6.13M | 2.41% | +1,017+3.8% | Added |
| BostonPremier Wealth LLC | 27,594 | $6.13M | 3.81% | −50−0.2% | Reduced |
| Kampmann Melissa S. | 27,630 | $6.14M | 4.85% | −738−2.6% | Reduced |
| Center for Financial Planning, Inc. | 27,656 | $6.14M | 0.78% | −1,350−4.7% | Reduced |
| SFI Advisors, LLC | 27,717 | $6.16M | 4.55% | +39+0.1% | Added |
| First National Bank | 27,726 | $6.16M | 4.00% | −766−2.7% | Reduced |
| Westshore Wealth, LLC | 27,726 | $6.16M | 2.61% | +10.0% | Added |
| Taylor & Morgan Wealth Management, LLC | 27,746 | $6.16M | 4.65% | −478−1.7% | Reduced |
| Ramirez Asset Management, Inc. | 27,816 | $6.18M | 1.29% | −138−0.5% | Reduced |
| Michael B. Yongue | 27,829 | $6.18M | 7.87% | −89−0.3% | Reduced |
| Hengehold Capital Management LLC | 27,838 | $6.18M | 0.59% | +700+2.6% | Added |
| Burt Wealth Advisors | 27,894 | $6.20M | 1.55% | +454+1.7% | Added |
| Bell Investment Advisors, Inc | 27,901 | $6.20M | 1.15% | −119−0.4% | Reduced |
| Runnymede Capital Advisors, Inc. | 27,903 | $6.20M | 5.95% | −514−1.8% | Reduced |
| Clune & Associates, Ltd. | 27,916 | $6.20M | 1.90% | −1,223−4.2% | Reduced |
| Sentinel Pension Advisors Inc | 27,923 | $6.20M | 1.14% | +156+0.6% | Added |
| West Oak Capital, LLC | 27,937 | $6.21M | 2.40% | −625−2.2% | Reduced |
| Lion Street Advisors, LLC | 27,978 | $6.21M | 1.97% | +2,150+8.3% | Added |
| Retirement Capital Strategies | 28,002 | $6.22M | 2.43% | −56−0.2% | Reduced |
| CMG Global Holdings, LLC | 29,858 | $6.22M | 4.06% | −1,966−6.2% | Reduced |
| CWC Advisors, LLC. | 28,012 | $6.22M | 3.54% | +4,395+18.6% | Added |
| Advisory Research Inc | 28,065 | $6.23M | 1.10% | +20,875+290.3% | Added |
| Pine Ridge Advisers LLC | 28,115 | $6.25M | 0.53% | −20,640−42.3% | Reduced |
| WMG Financial Advisors, LLC | 28,130 | $6.25M | 2.66% | +621+2.3% | Added |
| Interval Partners, LP | 28,168 | $6.26M | 0.22% | +28,168 | New |
| Summit Wealth & Retirement Planning, Inc. | 28,177 | $6.26M | 1.92% | −54−0.2% | Reduced |
| Auto-Owners Insurance Co | 25,000 | $6.26M | 0.19% | 00.0% | Unchanged |
| Regency Capital Management Inc. | 28,185 | $6.26M | 3.74% | −1,060−3.6% | Reduced |
| Florida Financial Advisors, LLC | 28,298 | $6.27M | 2.47% | +1,244+4.6% | Added |
| Park Square Financial Group, LLC | 28,247 | $6.27M | 4.98% | −294−1.0% | Reduced |
| PSI Advisors, LLC | 28,259 | $6.28M | 2.04% | −2,384−7.8% | Reduced |
| RF&L Wealth Management, LLC | 28,289 | $6.28M | 4.49% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 28,310 | $6.29M | 2.12% | −3,171−10.1% | Reduced |
| PEAK6 LLC | 28,323 | $6.29M | 0.25% | +28,320+944,000.0% | Added |
| WFA Asset Management Corp | 36,730 | $6.30M | 3.30% | +4,121+12.6% | Added |
| Home Federal Bank of Tennessee | 28,357 | $6.30M | 1.86% | +400+1.4% | Added |
| Grey Fox Wealth Advisors, LLC | 28,401 | $6.31M | 1.68% | +485+1.7% | Added |
| Well Done, LLC | 25,209 | $6.31M | 1.14% | −455−1.8% | Reduced |
| Ascent Capital Management, LLC | 28,432 | $6.32M | 6.36% | +186+0.7% | Added |
| WD Rutherford LLC | 31,250 | $6.32M | 3.36% | −568−1.8% | Reduced |
| Lakeridge Wealth Management LLC | 28,450 | $6.32M | 3.16% | −439−1.5% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 28,505 | $6.33M | 2.39% | −9,660−25.3% | Reduced |
| Bank Hapoalim BM | 28,533 | $6.34M | 0.92% | −7,510−20.8% | Reduced |
| W.H. Cornerstone Investments Inc. | 28,539 | $6.34M | 4.38% | −278−1.0% | Reduced |
| Plotkin Financial Advisors, LLC | 28,568 | $6.35M | 3.90% | −122−0.4% | Reduced |