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 11 sales; 6,152 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 | 6,152 | $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 |
|---|---|---|---|---|---|
| Crown Wealth Group, LLC | 28,581 | $6.35M | 3.29% | −1,072−3.6% | Reduced |
| Bigelow Investment Advisors, LLC | 28,602 | $6.35M | 3.02% | +273+1.0% | Added |
| Tevis Investment Management | 25,378 | $6.36M | 4.72% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 28,661 | $6.37M | 0.15% | −2,161−7.0% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 28,692 | $6.37M | 2.14% | −23−0.1% | Reduced |
| Deltec Asset Management LLC | 28,694 | $6.37M | 1.37% | −22−0.1% | Reduced |
| Seeds Investor LLC | 28,776 | $6.39M | 1.79% | −1,695−5.6% | Reduced |
| FFT Wealth Management LLC | 28,838 | $6.41M | 1.34% | +9,355+48.0% | Added |
| Landaas & Co | 28,863 | $6.41M | 1.77% | −402−1.4% | Reduced |
| Syntax Research, Inc. | 28,891 | $6.42M | 4.43% | −379−1.3% | Reduced |
| Lifeworks Advisors, LLC | 28,942 | $6.43M | 1.07% | +1,509+5.5% | Added |
| Lee Johnson Capital Management, LLC | 28,950 | $6.43M | 3.40% | +2,002+7.4% | Added |
| Schneider Downs Wealth Management Advisors, LP | 28,968 | $6.43M | 1.17% | +127+0.4% | Added |
| Hartford Funds Management Co LLC | 29,000 | $6.44M | 0.58% | +4,381+17.8% | Added |
| Hudson Capital Management LLC | 29,039 | $6.45M | 1.97% | +423+1.5% | Added |
| Northstar Advisory Group, LLC | 29,043 | $6.45M | 4.21% | −5,752−16.5% | Reduced |
| Figure 8 Investment Strategies LLC | 29,048 | $6.45M | 6.76% | −1,854−6.0% | Reduced |
| Total Investment Management Inc | 29,052 | $6.45M | 0.84% | −1,594−5.2% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 29,080 | $6.46M | 2.30% | +257+0.9% | Added |
| Marshall & Sullivan Inc | 29,163 | $6.48M | 3.29% | +1,042+3.7% | Added |
| Weaver Capital Management LLC | 29,174 | $6.48M | 1.73% | +8,659+42.2% | Added |
| Barton Investment Management | 29,194 | $6.48M | 0.80% | 00.0% | Unchanged |
| Wealthedge Investment Advisors, LLC | 29,194 | $6.49M | 2.93% | −2,659−8.3% | Reduced |
| Engineers Gate Manager LP | 29,198 | $6.49M | 0.11% | +9,402+47.5% | Added |
| North Berkeley Wealth Management, LLC | 29,311 | $6.51M | 6.78% | −830−2.8% | Reduced |
| Westbourne Investments, Inc. | 29,321 | $6.51M | 3.94% | −1,397−4.5% | Reduced |
| TPG Financial Advisors, LLC | 29,359 | $6.52M | 2.88% | −376−1.3% | Reduced |
| Old North State Wealth Management, LLC | 29,308 | $6.52M | 3.63% | +1,914+7.0% | Added |
| ESG Planning | 29,370 | $6.52M | 4.32% | +2,269+8.4% | Added |
| Echo Wealth Management, LLC | 29,387 | $6.53M | 4.41% | −2,565−8.0% | Reduced |
| Windsor Capital Management, LLC | 29,398 | $6.53M | 2.00% | +5,437+22.7% | Added |
| New Republic Capital, LLC | 29,399 | $6.53M | 2.83% | −53−0.2% | Reduced |
| Forbes Financial Planning, Inc. | 25,024 | $6.55M | 4.85% | +4,570+22.3% | Added |
| Sachetta, LLC | 29,488 | $6.55M | 2.68% | −2,077−6.6% | Reduced |
| NorthStar Asset Management LLC | 29,490 | $6.55M | 4.10% | +933+3.3% | Added |
| TFB Advisors LLC | 29,516 | $6.56M | 1.89% | +128+0.4% | Added |
| Auxier Asset Management | 29,522 | $6.56M | 0.98% | +2,570+9.5% | Added |
| NCM Capital Management, LLC | 29,531 | $6.56M | 2.95% | −7,391−20.0% | Reduced |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 29,545 | $6.56M | 6.75% | +18,331+163.5% | Added |
| White Lighthouse Investment Management Inc. | 29,551 | $6.56M | 1.17% | −1,770−5.7% | Reduced |
| Chesapeake Asset Management LLC | 29,581 | $6.57M | 6.25% | −1,089−3.6% | Reduced |
| Mayfair Advisory Group, LLC | 29,601 | $6.58M | 3.79% | −720−2.4% | Reduced |
| Helium Advisors LLC | 29,635 | $6.58M | 4.79% | −3,040−9.3% | Reduced |
| ZRC Wealth Management, LLC | 29,631 | $6.59M | 2.85% | −1,490−4.8% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 29,680 | $6.59M | 3.07% | −386−1.3% | Reduced |
| Hohimer Wealth Management, LLC | 29,681 | $6.59M | 1.28% | −16,097−35.2% | Reduced |
| Centennial Wealth Advisory LLC | 29,684 | $6.59M | 2.40% | +1,136+4.0% | Added |
| Bowman & Co S.C. | 29,689 | $6.59M | 3.24% | +852+3.0% | Added |
| LWM Advisory Services, LLC | 29,691 | $6.60M | 4.58% | −2,708−8.4% | Reduced |
| Stoneridge Investment Partners LLC | 29,737 | $6.61M | 5.58% | −41,193−58.1% | Reduced |
| StrongBox Wealth, LLC | 29,753 | $6.61M | 2.76% | −1,907−6.0% | Reduced |
| Palo Alto Wealth Advisors, LLC | 31,003 | $6.61M | 2.58% | −3,409−9.9% | Reduced |
| Cascade Investment Group, Inc. | 29,761 | $6.61M | 5.08% | −766−2.5% | Reduced |
| Goldstone Financial Group, LLC | 29,763 | $6.61M | 1.00% | +5,977+25.1% | Added |
| Quartz Partners, LLC | 29,765 | $6.61M | 4.01% | +3,136+11.8% | Added |
| Provident Trust Co | 29,787 | $6.62M | 0.12% | +87+0.3% | Added |
| Goldstein Advisors, LLC | 29,850 | $6.63M | 0.97% | −1,280−4.1% | Reduced |
| Alesco Advisors LLC | 29,897 | $6.64M | 0.21% | −693−2.3% | Reduced |
| Archer Investment Corp | 29,917 | $6.65M | 1.72% | −950−3.1% | Reduced |
| Accel Wealth Management | 29,919 | $6.65M | 2.40% | −26−0.1% | Reduced |
| Okabena Investment Services Inc | 29,924 | $6.65M | 1.67% | +7,199+31.7% | Added |
| Financial Life Planners | 29,974 | $6.66M | 6.48% | +1,184+4.1% | Added |
| Compass Capital Corp | 31,655 | $6.66M | 3.49% | −7,993−20.2% | Reduced |
| Betterment LLC | 29,993 | $6.66M | 0.02% | +2,647+9.7% | Added |
| Boit C F David | 30,002 | $6.66M | 3.34% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 30,015 | $6.67M | 2.48% | −1,247−4.0% | Reduced |
| Aspire Private Capital, LLC | 30,024 | $6.67M | 1.66% | +4,311+16.8% | Added |
| Shira Ridge Wealth Management | 30,032 | $6.67M | 3.33% | +362+1.2% | Added |
| McAlister, Sweet & Associates, Inc. | 30,033 | $6.67M | 5.05% | −837−2.7% | Reduced |
| Ruggaard & Associates LLC | 30,044 | $6.67M | 2.92% | −965−3.1% | Reduced |
| Barrier Capital Management, LLC | 30,048 | $6.67M | 6.39% | +30,048 | New |
| 1858 Wealth Management, LLC | 30,071 | $6.68M | 5.66% | −2,022−6.3% | Reduced |
| Pettee Investors, Inc. | 30,117 | $6.69M | 3.99% | −6,650−18.1% | Reduced |
| Seascape Capital Management | 30,163 | $6.70M | 2.34% | −390−1.3% | Reduced |
| Essex LLC | 30,179 | $6.70M | 1.45% | −255−0.8% | Reduced |
| Heritage Wealth Management, Inc. | 30,184 | $6.70M | 5.72% | +4,355+16.9% | Added |
| Alliance Wealth Management Group | 30,208 | $6.71M | 1.81% | −1,600−5.0% | Reduced |
| CM Wealth Advisors LLC | 30,234 | $6.72M | 2.15% | −235−0.8% | Reduced |
| Ahl Investment Management, Inc. | 30,289 | $6.73M | 4.64% | −111−0.4% | Reduced |
| Symmetry Investments LP | 30,290 | $6.73M | 0.60% | +2,240+8.0% | Added |
| Shepherd Kaplan Krochuk, LLC | 30,320 | $6.74M | 5.77% | −237−0.8% | Reduced |
| Five Oceans Advisors | 30,328 | $6.74M | 3.23% | +187+0.6% | Added |
| Morey & Quinn Wealth Partners, LLC | 30,329 | $6.74M | 5.58% | +222+0.7% | Added |
| Byrne Asset Management LLC | 30,347 | $6.74M | 5.04% | −1,556−4.9% | Reduced |
| One Charles Private Wealth Services, LLC | 30,348 | $6.74M | 2.18% | +3,724+14.0% | Added |
| Pines Wealth Management, LLC | 39,128 | $6.75M | 3.12% | −792−2.0% | Reduced |
| Fiera Capital Corp | 30,376 | $6.75M | 0.02% | −372−1.2% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 30,396 | $6.75M | 2.20% | +542+1.8% | Added |
| JNBA Financial Advisors | 30,399 | $6.75M | 0.70% | −296−1.0% | Reduced |
| Aurora Private Wealth, Inc. | 30,399 | $6.75M | 5.39% | −2,873−8.6% | Reduced |
| Shorepoint Capital Partners LLC | 30,414 | $6.76M | 1.53% | +355+1.2% | Added |
| Kentucky Trust Co | 30,431 | $6.76M | 4.02% | −269−0.9% | Reduced |
| Norris Financial Group, LLC | 30,437 | $6.76M | 3.15% | −1,181−3.7% | Reduced |
| First County Bank | 30,486 | $6.77M | 3.74% | −3,275−9.7% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 30,492 | $6.77M | 2.35% | −425−1.4% | Reduced |
| Cypress Capital, LLC | 30,507 | $6.78M | 1.95% | +303+1.0% | Added |
| Altus Wealth Group LLC | 30,515 | $6.78M | 3.17% | −1,121−3.5% | Reduced |
| Black Diamond Financial, LLC | 30,527 | $6.78M | 1.02% | −3,791−11.0% | Reduced |
| Barrett & Company, Inc. | 30,530 | $6.78M | 2.92% | +1,858+6.5% | Added |
| Elefante Mark B | 30,539 | $6.78M | 5.38% | +4,040+15.2% | Added |