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 |
|---|---|---|---|---|---|
| Chaney Capital Management, Inc. | 35,515 | $7.89M | 3.51% | −23−0.1% | Reduced |
| Wilson & Boucher Capital Management, LLC | 35,537 | $7.89M | 5.88% | −1,254−3.4% | Reduced |
| Legacy Edge Advisors, LLC | 35,591 | $7.91M | 1.23% | +504+1.4% | Added |
| Transamerica Financial Advisors, Inc. | 35,637 | $7.92M | 0.81% | −889−2.4% | Reduced |
| Gateway Wealth Partners, LLC | 35,661 | $7.92M | 1.78% | +681+1.9% | Added |
| Orser Capital Management, LLC | 35,707 | $7.93M | 6.33% | −140−0.4% | Reduced |
| Headinvest, LLC | 35,726 | $7.94M | 1.54% | −2,488−6.5% | Reduced |
| Byrne Financial Freedom, LLC | 35,726 | $7.94M | 4.51% | −822−2.2% | Reduced |
| Lokken Investment Group LLC | 35,748 | $7.94M | 3.35% | −245−0.7% | Reduced |
| Sentry Investment Management LLC | 43,785 | $7.95M | 5.39% | −19,471−30.8% | Reduced |
| Gratus Wealth Advisors, LLC | 35,772 | $7.95M | 1.30% | −328−0.9% | Reduced |
| Midwest Financial Group LLC | 35,796 | $7.95M | 4.62% | −1,170−3.2% | Reduced |
| Weaver Consulting Group | 35,825 | $7.96M | 2.40% | −329−0.9% | Reduced |
| Kingstone Capital Partners Texas, LLC | 35,852 | $7.96M | 6.41% | −135−0.4% | Reduced |
| William Mack & Associates, Inc. | 35,886 | $7.97M | 6.82% | −1,430−3.8% | Reduced |
| McHugh Group, LLC | 35,886 | $7.97M | 6.03% | −550−1.5% | Reduced |
| Monticello Wealth Management, LLC | 35,889 | $7.97M | 0.66% | +4,739+15.2% | Added |
| Leelyn Smith, LLC | 35,932 | $7.98M | 1.42% | −393−1.1% | Reduced |
| Landmark Wealth Management, Inc. | 35,952 | $7.99M | 3.81% | 00.0% | Unchanged |
| Family Firm, Inc. | 35,954 | $7.99M | 1.78% | +70.0% | Added |
| Godshalk Welsh Capital Management, Inc. | 35,977 | $7.99M | 5.23% | −1,084−2.9% | Reduced |
| Peak Financial Management, Inc. | 35,978 | $7.99M | 2.39% | −3,792−9.5% | Reduced |
| Seelaus Asset Management LLC | 35,979 | $7.99M | 7.62% | +53+0.1% | Added |
| Cambridge Financial Group, Inc. | 36,017 | $8.00M | 3.48% | −260−0.7% | Reduced |
| McMahon Financial Advisors, LLC | 36,113 | $8.02M | 1.99% | +1,680+4.9% | Added |
| Clayton Financial Group LLC | 36,117 | $8.02M | 2.94% | −109−0.3% | Reduced |
| Private Wealth Management Group, LLC | 36,150 | $8.03M | 2.96% | −5,064−12.3% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 41,395 | $8.04M | 3.32% | −148−0.4% | Reduced |
| Alcosta Capital Management, Inc. | 36,243 | $8.05M | 5.37% | −194−0.5% | Reduced |
| Oxinas Partners Wealth Management LLC | 36,295 | $8.06M | 4.76% | +1,212+3.5% | Added |
| Tempus Wealth Planning, LLC | 36,299 | $8.06M | 2.41% | +362+1.0% | Added |
| Investment Partners Asset Management, Inc. | 36,337 | $8.07M | 6.34% | −339−0.9% | Reduced |
| Studio Investment Management LLC | 36,602 | $8.13M | 1.68% | −548−1.5% | Reduced |
| Wealth Preservation Advisors, LLC | 36,655 | $8.14M | 5.82% | +36,655 | New |
| Ellenbecker Investment Group | 36,684 | $8.15M | 1.46% | −213−0.6% | Reduced |
| Hager Investment Management Services, LLC | 36,772 | $8.17M | 5.71% | −3,326−8.3% | Reduced |
| Sky Investment Group LLC | 36,782 | $8.17M | 1.51% | −939−2.5% | Reduced |
| Evernest Financial Advisors, LLC | 36,907 | $8.20M | 2.94% | −112,895−75.4% | Reduced |
| Sterling Group Wealth Management, LLC | 36,910 | $8.20M | 4.40% | +70.0% | Added |
| Victrix Investment Advisors | 37,325 | $8.21M | 4.31% | −336−0.9% | Reduced |
| Insight Wealth Strategies, LLC | 37,010 | $8.22M | 1.11% | −981−2.6% | Reduced |
| Granite Bay Wealth Management, LLC | 37,018 | $8.22M | 2.86% | +415+1.1% | Added |
| Arista Wealth Management, LLC | 37,020 | $8.22M | 1.99% | +269+0.7% | Added |
| Samalin Investment Counsel, LLC | 37,025 | $8.22M | 3.34% | +3,205+9.5% | Added |
| Promethos Capital, LLC | 37,070 | $8.23M | 3.02% | −1,010−2.7% | Reduced |
| North Growth Management Ltd. | 37,000 | $8.24M | 1.74% | 00.0% | Unchanged |
| Eagle Strategies LLC | 37,107 | $8.24M | 1.43% | +221+0.6% | Added |
| Breed's Hill Capital LLC | 37,144 | $8.25M | 4.45% | −143−0.4% | Reduced |
| Old Port Advisors | 37,149 | $8.25M | 2.45% | −2,821−7.1% | Reduced |
| Mattson Financial Services, LLC | 37,155 | $8.25M | 2.48% | +2,200+6.3% | Added |
| NavPoint Financial, Inc. | 37,197 | $8.26M | 5.81% | +2,537+7.3% | Added |
| Vista Capital Partners, Inc. | 37,211 | $8.27M | 1.00% | −478−1.3% | Reduced |
| Orca Investment Management, LLC | 37,218 | $8.27M | 8.26% | −295−0.8% | Reduced |
| Farrow Financial Inc. | 37,221 | $8.27M | 5.56% | −27,074−42.1% | Reduced |
| SGL Investment Advisors, Inc. | 41,984 | $8.29M | 4.28% | +1,159+2.8% | Added |
| Boyd Watterson Asset Management LLC | 37,327 | $8.29M | 2.65% | −5,403−12.6% | Reduced |
| Patrick M Sweeney & Associates, Inc | 37,361 | $8.30M | 6.20% | −273−0.7% | Reduced |
| Verition Fund Management LLC | 37,466 | $8.32M | 0.05% | −1,113,051−96.7% | Reduced |
| Patriot Investment Management Inc. | 37,489 | $8.33M | 0.63% | −352−0.9% | Reduced |
| Madrona Financial Services, LLC | 37,497 | $8.33M | 2.29% | −2,624−6.5% | Reduced |
| Portland Global Advisors LLC | 37,515 | $8.33M | 1.05% | −1,468−3.8% | Reduced |
| Essex Investment Management Co LLC | 37,556 | $8.34M | 1.74% | −4,084−9.8% | Reduced |
| Summit Financial Wealth Advisors, LLC | 37,568 | $8.34M | 1.66% | −148−0.4% | Reduced |
| HBW Advisory Services LLC | 37,581 | $8.35M | 1.19% | −4,545−10.8% | Reduced |
| Marion Wealth Management | 37,643 | $8.36M | 2.23% | +1,241+3.4% | Added |
| Wealth Quarterback LLC | 37,659 | $8.37M | 4.71% | +318+0.9% | Added |
| US Asset Management LLC | 37,687 | $8.37M | 7.99% | −130−0.3% | Reduced |
| Woodward Diversified Capital, LLC | 37,689 | $8.37M | 5.92% | −504−1.3% | Reduced |
| Wayfinding Financial, LLC | 37,699 | $8.37M | 3.67% | −616−1.6% | Reduced |
| Vance Wealth, Inc. | 37,727 | $8.38M | 3.15% | +522+1.4% | Added |
| Boxwood Ventures, Inc. | 37,745 | $8.38M | 11.97% | 00.0% | Unchanged |
| Landing Point Financial Group, LLC | 37,772 | $8.39M | 6.36% | −803−2.1% | Reduced |
| Congress Park Capital LLC | 37,805 | $8.40M | 3.18% | −4,166−9.9% | Reduced |
| MSH Capital Advisors LLC | 37,815 | $8.40M | 2.60% | −5,235−12.2% | Reduced |
| Beacon Investment Advisors LLC | 37,876 | $8.41M | 3.97% | +54+0.1% | Added |
| Resurgent Financial Advisors LLC | 37,953 | $8.43M | 5.06% | −598−1.6% | Reduced |
| Piscataqua Savings Bank | 38,008 | $8.44M | 7.46% | −1,382−3.5% | Reduced |
| Ritter Daniher Financial Advisory LLC | 38,134 | $8.47M | 2.31% | −137−0.4% | Reduced |
| Corps Capital Advisors, LLC | 38,137 | $8.47M | 8.92% | −2,999−7.3% | Reduced |
| Creekside Partners | 38,170 | $8.48M | 4.44% | −22−0.1% | Reduced |
| PBMares Wealth Management LLC | 38,182 | $8.48M | 1.70% | −4,611−10.8% | Reduced |
| Lindenwold Advisors | 38,185 | $8.48M | 4.72% | −1,540−3.9% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 38,198 | $8.48M | 1.73% | +8,144+27.1% | Added |
| Pacific Capital Wealth Advisors, Inc | 38,204 | $8.49M | 1.47% | +69+0.2% | Added |
| My Legacy Advisors, LLC | 38,248 | $8.50M | 3.28% | +1,436+3.9% | Added |
| William Allan, LLC | 38,280 | $8.50M | 5.33% | +190.0% | Added |
| Brio Consultants, LLC | 38,282 | $8.50M | 1.34% | −407−1.1% | Reduced |
| Harfst & Associates, Inc. | 38,302 | $8.51M | 1.97% | −258−0.7% | Reduced |
| McBroom & Associates, LLC | 38,375 | $8.52M | 4.88% | +695+1.8% | Added |
| SLT Holdings LLC | 38,431 | $8.54M | 8.03% | +2,244+6.2% | Added |
| Cathy Pareto & Associates, Inc | 38,451 | $8.54M | 7.55% | +3,219+9.1% | Added |
| Lakeshore Financial Planning, Inc. | 38,510 | $8.55M | 3.56% | +5,505+16.7% | Added |
| Aurora Investment Managers, LLC. | 38,529 | $8.56M | 5.76% | −663−1.7% | Reduced |
| Pinnacle West Asset Management, Inc. | 38,530 | $8.56M | 6.18% | −150−0.4% | Reduced |
| Founders Capital Management | 38,539 | $8.56M | 5.54% | −341−0.9% | Reduced |
| First United Bank Trust | 38,550 | $8.56M | 3.20% | −725−1.8% | Reduced |
| Rockbridge Capital Management LLC | 38,567 | $8.57M | 5.24% | −4,329−10.1% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 38,575 | $8.57M | 6.37% | −1,015−2.6% | Reduced |
| Martin & Co Inc | 38,589 | $8.57M | 1.65% | −528−1.3% | Reduced |
| Seizert Capital Partners, LLC | 38,599 | $8.57M | 0.39% | −157,880−80.4% | Reduced |