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 7 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
- 5,607
- +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
- 2,043 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 | 6,134 | $2.40T |
| Q4 2025 | 6,130 | $2.61T |
| Q3 2025 | 5,616 | $2.35T |
| Q2 2025 | 5,599 | $1.93T |
| Q1 2025 | 5,607 | $2.08T |
| Q4 2024 | 5,671 | $2.36T |
| Q3 2024 | 5,105 | $2.17T |
| Q2 2024 | 5,132 | $1.98T |
| Q1 2024 | 5,023 | $1.61T |
| Q4 2023 | 4,976 | $1.81T |
| Q3 2023 | 4,618 | $1.60T |
| Q2 2023 | 4,594 | $1.82T |
| Q1 2023 | 4,524 | $1.55T |
| Q4 2022 | 4,555 | $1.21T |
| Q3 2022 | 4,346 | $1.29T |
| Q2 2022 | 4,339 | $1.28T |
| Q1 2022 | 4,390 | $1.66T |
| Q4 2021 | 4,402 | $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 |
|---|---|---|---|---|---|
| Avant Capital LLC | 4,752 | $1.06M | 0.88% | −48−1.0% | Reduced |
| Stordahl Capital Management, Inc. | 4,762 | $1.06M | 0.25% | −59−1.2% | Reduced |
| Gsa Capital Partners LLP | 4,775 | $1.06M | 0.10% | −28,198−85.5% | Reduced |
| Sightline Wealth Advisors, LLC | 4,781 | $1.06M | 0.56% | 00.0% | Unchanged |
| True Vision MN LLC | 4,788 | $1.06M | 0.64% | −140−2.8% | Reduced |
| Gold Investment Management Ltd. | 4,791 | $1.06M | 0.45% | −868−15.3% | Reduced |
| Hanlon Investment Management, Inc. | 4,792 | $1.06M | 0.80% | −13,640−74.0% | Reduced |
| Asset Allocation & Management Company, LLC | 4,800 | $1.07M | 0.54% | 00.0% | Unchanged |
| Reaves W H & Co Inc | 4,800 | $1.07M | 0.03% | 00.0% | Unchanged |
| Tacita Capital Inc | 4,809 | $1.07M | 0.77% | 00.0% | Unchanged |
| Croban | 4,815 | $1.07M | 0.99% | −2,484−34.0% | Reduced |
| Oregon Pacific Wealth Management, LLC | 4,831 | $1.07M | 1.07% | −79−1.6% | Reduced |
| Treasure Coast Financial Planning | 4,832 | $1.07M | 0.67% | +220+4.8% | Added |
| Sharkey, Howes & Javer | 4,837 | $1.07M | 0.15% | −630−11.5% | Reduced |
| Timonier Family Office, LTD. | 4,855 | $1.08M | 0.48% | −326−6.3% | Reduced |
| Burk Holdings LLC | 4,856 | $1.08M | 0.81% | +447+10.1% | Added |
| AlpenGlobal Capital LLC | 4,860 | $1.08M | 0.78% | 00.0% | Unchanged |
| Blue Oak Capital, LLC | 4,864 | $1.08M | 0.60% | −4,864−50.0% | Reduced |
| Carolina Wealth Advisors, LLC | 4,866 | $1.08M | 0.58% | +2,804+136.0% | Added |
| Ridgepath Capital Management LLC | 4,880 | $1.08M | 0.52% | +3+0.1% | Added |
| Jim Saulnier & Associates, LLC | 4,882 | $1.08M | 0.84% | +3,146+181.2% | Added |
| Albert D Mason Inc | 4,890 | $1.09M | 0.74% | −225−4.4% | Reduced |
| James Reed Financial Services, Inc. | 4,893 | $1.09M | 1.21% | −155−3.1% | Reduced |
| Madden Advisory Services, Inc. | 4,893 | $1.09M | 0.51% | +7+0.1% | Added |
| Charis Legacy Partners, LLC | 4,920 | $1.09M | 2.07% | +825+20.1% | Added |
| Wall Street Financial Group, Inc. | 4,937 | $1.10M | 1.14% | +1,836+59.2% | Added |
| Friedenthal Financial | 4,942 | $1.10M | 0.66% | +294+6.3% | Added |
| Requisite Capital Management, LLC | 4,944 | $1.10M | 0.25% | −128−2.5% | Reduced |
| Seven Post Investment Office LP | 4,951 | $1.10M | 0.42% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 4,952 | $1.10M | 3.78% | +2,327+88.6% | Added |
| Synergy Investment Management, LLC | 4,957 | $1.10M | 0.46% | −1,078−17.9% | Reduced |
| Sagace Wealth Management LLC | 4,965 | $1.10M | 0.83% | −31−0.6% | Reduced |
| Monument Group Wealth Advisors, LLC | 4,975 | $1.11M | 0.77% | +851+20.6% | Added |
| Hurley Capital, LLC | 4,981 | $1.11M | 0.84% | +343+7.4% | Added |
| Lane Generational LLC | 4,987 | $1.11M | 1.26% | 00.0% | Unchanged |
| SpringVest Wealth Management LLC | 4,997 | $1.11M | 0.92% | −1,124−18.4% | Reduced |
| Union Square Park Capital Management, LLC | 5,000 | $1.11M | 1.22% | +5,000 | New |
| Hobbs Wealth Management, LLC | 5,003 | $1.11M | 1.23% | −704−12.3% | Reduced |
| Stephen J. Garry & Associates, LLC | 5,005 | $1.11M | 1.04% | +3+0.1% | Added |
| TAGStone Capital, Inc. | 5,039 | $1.12M | 0.55% | −23−0.5% | Reduced |
| Mason Investment Advisory Services, Inc. | 5,041 | $1.12M | 0.07% | −2,007−28.5% | Reduced |
| Iron Horse Wealth Management, LLC | 5,043 | $1.12M | 0.36% | −17−0.3% | Reduced |
| Beacon Wealthcare LLC | 5,051 | $1.12M | 0.46% | +5+0.1% | Added |
| Martin Worley Group | 5,053 | $1.12M | 0.64% | −1,439−22.2% | Reduced |
| Poplar Forest Capital LLC | 5,067 | $1.13M | 0.20% | 00.0% | Unchanged |
| CBM Financial, LLC | 5,333 | $1.13M | 0.92% | +5,333 | New |
| New England Professional Planning Group Inc. | 5,079 | $1.13M | 0.56% | 00.0% | Unchanged |
| Pennington Partners & Co., LLC | 5,087 | $1.13M | 0.65% | −5,874−53.6% | Reduced |
| Privium Fund Management (UK) Ltd | 5,050 | $1.13M | 0.87% | +5,050 | New |
| Optima Capital LLC | 5,093 | $1.13M | 0.72% | −260−4.9% | Reduced |
| Greenfield Seitz Capital Management, LLC | 5,108 | $1.13M | 0.43% | 00.0% | Unchanged |
| Hunter Perkins Capital Management, LLC | 5,111 | $1.14M | 0.26% | 00.0% | Unchanged |
| Sheridan Capital Management, LLC | 5,129 | $1.14M | 0.83% | +84+1.7% | Added |
| Portland Investment Counsel Inc. | 5,134 | $1.14M | 0.35% | 00.0% | Unchanged |
| Total Wealth Planning, LLC | 5,139 | $1.14M | 0.17% | −688−11.8% | Reduced |
| Tumwater Wealth Management, LLC | 5,140 | $1.14M | 0.60% | +10.0% | Added |
| Guardian Wealth Management, Inc. | 5,154 | $1.15M | 0.76% | −83−1.6% | Reduced |
| Kraft, Davis & Associates, LLC | 5,767 | $1.15M | 0.37% | +152+2.7% | Added |
| Valley Financial Group, Inc. | 5,179 | $1.15M | 0.76% | −1,139−18.0% | Reduced |
| Spurstone Advisory Services, LLC | 5,185 | $1.15M | 22.41% | +109+2.1% | Added |
| Covey Capital Advisors, LLC | 5,187 | $1.15M | 1.33% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 5,194 | $1.15M | 0.38% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 5,205 | $1.16M | 1.52% | −20,428−79.7% | Reduced |
| Centricity Wealth Management, LLC | 5,237 | $1.16M | 1.06% | −185−3.4% | Reduced |
| Beacon Financial Planning, Inc | 5,242 | $1.16M | 0.67% | +3+0.1% | Added |
| Oak Wealth Advisors LLC | 5,243 | $1.16M | 0.86% | +1,388+36.0% | Added |
| SwitchPoint Financial Planning, LLC | 5,248 | $1.17M | 1.11% | +641+13.9% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 5,249 | $1.17M | 0.01% | −555−9.6% | Reduced |
| Great Oak Capital Partners, LLC | 4,985 | $1.17M | 0.39% | 00.0% | Unchanged |
| Guidance Capital, Inc | 5,694 | $1.17M | 0.36% | −879−13.4% | Reduced |
| Compass Financial Services Inc | 5,270 | $1.17M | 0.61% | +29+0.6% | Added |
| Michels Family Financial, LLC | 5,282 | $1.17M | 1.06% | +450+9.3% | Added |
| XY Planning Network, Inc. | 5,298 | $1.18M | 0.79% | +922+21.1% | Added |
| Afg Fiduciary Services Limited Partnership | 5,925 | $1.18M | 0.87% | +77+1.3% | Added |
| Foundation Wealth Management, LLC | 5,327 | $1.18M | 0.56% | +487+10.1% | Added |
| JMG Financial Group, Ltd. | 5,330 | $1.18M | 0.04% | +129+2.5% | Added |
| Hardin Capital Partners, LLC | 5,330 | $1.18M | 0.73% | +112+2.1% | Added |
| Genesis Private Wealth, LLC | 5,339 | $1.19M | 0.63% | −102−1.9% | Reduced |
| Mullooly Asset Management, Inc. | 5,347 | $1.19M | 0.54% | +5,347 | New |
| Joel Adams & Associates, Inc. | 5,349 | $1.19M | 1.07% | −214−3.8% | Reduced |
| Game Creek Capital, LP | 5,350 | $1.19M | 0.74% | −525−8.9% | Reduced |
| Blue Barn Wealth, LLC | 5,351 | $1.19M | 0.62% | −886−14.2% | Reduced |
| Van Strum & Towne Inc. | 5,362 | $1.19M | 0.40% | −110−2.0% | Reduced |
| TSA Wealth Managment LLC | 5,366 | $1.19M | 0.47% | +78+1.5% | Added |
| Seros Financial, LLC | 5,371 | $1.19M | 0.89% | −556−9.4% | Reduced |
| Beckerman Institutional, LLC | 5,374 | $1.19M | 0.86% | −213−3.8% | Reduced |
| Attessa Capital LLC | 5,381 | $1.20M | 0.78% | +1,446+36.7% | Added |
| Copia Wealth Management | 5,383 | $1.20M | 1.11% | −38−0.7% | Reduced |
| Columbia Advisory Partners LLC | 5,384 | $1.20M | 1.04% | −142−2.6% | Reduced |
| Flagship Private Wealth, LLC | 5,393 | $1.20M | 0.57% | +24+0.4% | Added |
| AJ Advisors, LLC | 5,404 | $1.20M | 0.61% | +857+18.8% | Added |
| Hummer Financial Advisory Services Inc | 5,437 | $1.21M | 0.98% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 5,449 | $1.21M | 0.32% | −303−5.3% | Reduced |
| Jentner Corp | 5,456 | $1.21M | 0.36% | +20.0% | Added |
| Sincerus Advisory, LLC | 5,469 | $1.21M | 1.28% | −86−1.5% | Reduced |
| Evolution Advisers, Inc. | 5,489 | $1.22M | 0.64% | 00.0% | Unchanged |
| DBK Financial Counsel, LLC | 5,488 | $1.22M | 1.22% | −57−1.0% | Reduced |
| Clearview Wealth Advisors LLC | 5,489 | $1.22M | 0.91% | −90−1.6% | Reduced |
| First Washington CORP | 5,499 | $1.22M | 0.43% | −51−0.9% | Reduced |
| Harbert Fund Advisors, Inc. | 5,500 | $1.22M | 1.42% | +5,500 | New |