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; 6,150 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
- 5,608
- +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 | 6,150 | $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 | 4,403 | $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 |
|---|---|---|---|---|---|
| Nwam LLC | 273,603 | $60.8M | 5.23% | −4,137−1.5% | Reduced |
| Hemenway Trust Co LLC | 273,101 | $60.7M | 4.94% | +5,866+2.2% | Added |
| Falcon Wealth Planning | 272,785 | $60.6M | 6.73% | +34,959+14.7% | Added |
| Sonora Investment Management Group, LLC | 272,369 | $60.5M | 4.79% | −899−0.3% | Reduced |
| CBOE Vest Financial, LLC | 271,749 | $60.4M | 0.94% | +83,423+44.3% | Added |
| Trust Co of Toledo NA | 271,700 | $60.4M | 7.99% | −314−0.1% | Reduced |
| Heritage Wealth Advisors | 271,668 | $60.3M | 3.06% | +1,692+0.6% | Added |
| Fragasso Group Inc. | 270,787 | $60.1M | 4.46% | −11,697−4.1% | Reduced |
| Marco Investment Management LLC | 270,675 | $60.1M | 5.58% | −3,641−1.3% | Reduced |
| ZWJ Investment Counsel Inc | 270,495 | $60.1M | 2.44% | −11,603−4.1% | Reduced |
| GAMMA Investing LLC | 270,411 | $60.1M | 4.51% | +39,689+17.2% | Added |
| Aviance Capital Partners, LLC | 269,394 | $59.8M | 8.42% | −3,589−1.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 268,824 | $59.7M | 1.05% | −15,246−5.4% | Reduced |
| First National Bank of Omaha | 268,170 | $59.6M | 4.06% | −12,468−4.4% | Reduced |
| Nixon Peabody Trust Co | 268,012 | $59.5M | 5.05% | −5,630−2.1% | Reduced |
| Knights of Columbus Asset Advisors LLC | 267,544 | $59.4M | 4.09% | −6,629−2.4% | Reduced |
| Applied Finance Capital Management, LLC | 267,167 | $59.3M | 4.37% | −140,939−34.5% | Reduced |
| LMCG Investments, LLC | 266,916 | $59.3M | 3.94% | −18,425−6.5% | Reduced |
| Dillon & Associates Inc | 266,617 | $59.2M | 8.79% | −8,585−3.1% | Reduced |
| MUFG Securities Americas Inc. | 265,914 | $59.1M | 6.86% | +42,780+19.2% | Added |
| Gladstone Institutional Advisory LLC | 265,476 | $59.0M | 2.75% | +14,910+6.0% | Added |
| Mar Vista Investment Partners LLC | 264,122 | $58.7M | 4.82% | −104,293−28.3% | Reduced |
| Prosperity Consulting Group, LLC | 262,866 | $58.4M | 4.51% | −4,354−1.6% | Reduced |
| Pallas Capital Advisors LLC | 261,880 | $58.2M | 2.42% | +30,863+13.4% | Added |
| Blackhill Capital Inc | 261,400 | $58.1M | 3.37% | 00.0% | Unchanged |
| Twin Capital Management Inc | 261,094 | $58.0M | 6.77% | −5,711−2.1% | Reduced |
| Oddo BHF Asset Management SAS | 260,892 | $58.0M | 2.38% | +130,622+100.3% | Added |
| Aureus Asset Management, LLC | 260,556 | $57.9M | 4.06% | −2,099−0.8% | Reduced |
| Mizuho Markets Americas LLC | 260,000 | $57.8M | 1.25% | −175,000−40.2% | Reduced |
| Manchester Capital Management LLC | 259,381 | $57.6M | 7.08% | +1,313+0.5% | Added |
| Marble Harbor Investment Counsel, LLC | 258,764 | $57.5M | 6.47% | −8,198−3.1% | Reduced |
| M&G Plc | 258,129 | $57.3M | 0.27% | −30,984−10.7% | Reduced |
| Western Wealth Management, LLC | 257,805 | $57.3M | 3.80% | −59,434−18.7% | Reduced |
| Leavell Investment Management, Inc. | 257,269 | $57.1M | 2.83% | +179+0.1% | Added |
| ADAPT Investment Managers SA | 256,892 | $57.1M | 13.77% | +256,892 | New |
| Smith Group Asset Management, LLC | 255,009 | $56.6M | 4.25% | +5,129+2.1% | Added |
| Archon Partners LLC | 255,000 | $56.6M | 6.86% | 00.0% | Unchanged |
| Nearwater Capital Markets, Ltd | 255,000 | $56.6M | 1.61% | +24,000+10.4% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 275,400 | $56.6M | 8.05% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 254,836 | $56.6M | 1.72% | +6,130+2.5% | Added |
| Thomasville National Bank | 254,775 | $56.6M | 4.14% | −8,887−3.4% | Reduced |
| Rockland Trust Co | 254,350 | $56.5M | 2.84% | −1,515−0.6% | Reduced |
| Hartline Investment Corp | 253,665 | $56.3M | 7.52% | −8,860−3.4% | Reduced |
| ZEGA Investments, LLC | 253,565 | $56.3M | 16.55% | +24,534+10.7% | Added |
| TBH Global Asset Management, LLC | 253,358 | $56.3M | 10.80% | +70,896+38.9% | Added |
| Klingman & Associates, LLC | 253,189 | $56.2M | 3.44% | +1,655+0.7% | Added |
| Forbes J M & Co LLP | 251,774 | $55.9M | 5.42% | +2,588+1.0% | Added |
| Middleton & Co Inc | 251,771 | $55.9M | 6.53% | −8,260−3.2% | Reduced |
| Ar Asset Management Inc | 251,563 | $55.9M | 12.69% | −250.0% | Reduced |
| Ledyard National Bank | 251,435 | $55.9M | 5.53% | −7,812−3.0% | Reduced |
| Charter Trust Co | 251,247 | $55.8M | 3.70% | −9,858−3.8% | Reduced |
| Shanda Asset Management Holdings Ltd | 250,000 | $55.5M | 3.40% | −250,000−50.0% | Reduced |
| Principal Securities, Inc. | 221,261 | $55.4M | 1.24% | +1,500+0.7% | Added |
| Avenir Corp | 249,399 | $55.4M | 5.81% | −3,898−1.5% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 249,193 | $55.4M | 1.63% | +4,804+2.0% | Added |
| North Star Investment Management Corp. | 249,009 | $55.3M | 4.03% | −3,980−1.6% | Reduced |
| Clare Market Investments LLC | 248,978 | $55.3M | 14.58% | −11,935−4.6% | Reduced |
| Newlands Management Operations LLC | 248,975 | $55.3M | 0.37% | 00.0% | Unchanged |
| Simplex Trading, LLC | 248,768 | $55.3M | 1.96% | −2,235,748−90.0% | Reduced |
| Soltis Investment Advisors LLC | 248,701 | $55.2M | 4.94% | +8,037+3.3% | Added |
| Apexium Financial, LP | 246,608 | $54.8M | 3.27% | +35,709+16.9% | Added |
| Stillwater Capital Advisors, LLC | 246,413 | $54.7M | 7.64% | −5,277−2.1% | Reduced |
| Berkshire Asset Management LLC | 276,938 | $54.7M | 2.62% | +3,890+1.4% | Added |
| Integrated Advisors Network LLC | 245,584 | $54.6M | 2.76% | −28,520−10.4% | Reduced |
| RPG Investment Advisory, LLC | 245,575 | $54.5M | 3.91% | +109,798+80.9% | Added |
| Foster & Motley Inc | 245,489 | $54.5M | 3.43% | −1,119−0.5% | Reduced |
| Caldwell Trust Co | 245,401 | $54.5M | 5.85% | +901+0.4% | Added |
| Jacobs & Co | 245,305 | $54.5M | 5.81% | −3,644−1.5% | Reduced |
| S&CO Inc | 244,503 | $54.3M | 3.64% | −28,580−10.5% | Reduced |
| Violich Capital Management, Inc. | 244,257 | $54.3M | 7.32% | −2,690−1.1% | Reduced |
| Waycross Partners, LLC | 244,161 | $54.2M | 6.08% | +40,230+19.7% | Added |
| Procyon Private Wealth Partners, LLC | 244,066 | $54.2M | 3.30% | +4,356+1.8% | Added |
| Guardian Capital LP | 243,978 | $54.2M | 2.13% | +704+0.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 243,184 | $54.0M | 0.13% | −6,645−2.7% | Reduced |
| Lindbrook Capital, LLC | 242,906 | $54.0M | 4.97% | −5,396−2.2% | Reduced |
| Lee Danner & Bass Inc | 242,613 | $53.9M | 4.36% | −7,684−3.1% | Reduced |
| Papp L Roy & Associates | 242,528 | $53.9M | 6.61% | −10,153−4.0% | Reduced |
| Stratos Wealth Advisors, LLC | 241,907 | $53.7M | 2.94% | +4,539+1.9% | Added |
| SlateStone Wealth, LLC | 241,430 | $53.6M | 5.38% | −7,334−2.9% | Reduced |
| Legacy Wealth Management, LLC | 240,181 | $53.4M | 17.44% | +171,015+247.3% | Added |
| Jag Capital Management, LLC | 240,061 | $53.3M | 7.12% | +2,190+0.9% | Added |
| Cardinal Point Capital Management, ULC | 35,967 | $53.2M | 4.89% | +936+2.7% | Added |
| Saratoga Research & Investment Management | 237,442 | $52.7M | 2.78% | −76,699−24.4% | Reduced |
| Crawford Investment Counsel Inc | 237,274 | $52.7M | 0.93% | +4,658+2.0% | Added |
| Palisade Capital Management LLC | 237,266 | $52.7M | 1.51% | −7,162−2.9% | Reduced |
| Vision Capital Management, Inc. | 237,157 | $52.7M | 7.59% | +11,576+5.1% | Added |
| AIA Group Ltd | 235,680 | $52.4M | 1.29% | +39,963+20.4% | Added |
| Greenwood Gearhart Inc | 235,407 | $52.3M | 3.62% | −1,180−0.5% | Reduced |
| Apriem Advisors | 234,980 | $52.2M | 6.12% | −1,201−0.5% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 234,375 | $52.1M | 7.09% | −6,902−2.9% | Reduced |
| Private Advisory Group LLC | 234,065 | $52.0M | 5.94% | +15,598+7.1% | Added |
| Fiduciary Alliance LLC | 233,774 | $51.9M | 5.10% | +7,658+3.4% | Added |
| NJ State Employees Deferred Compensation Plan | 233,000 | $51.8M | 6.64% | −2,300−1.0% | Reduced |
| Pittenger & Anderson Inc | 232,897 | $51.7M | 1.90% | −5,804−2.4% | Reduced |
| Wedmont Private Capital | 260,718 | $51.7M | 2.65% | +10,062+4.0% | Added |
| Granite Investment Partners, LLC | 232,438 | $51.6M | 2.62% | −38,913−14.3% | Reduced |
| Morningstar Investment Management LLC | 232,178 | $51.6M | 4.39% | +37,265+19.1% | Added |
| Hardman Johnston Global Advisors LLC | 231,007 | $51.3M | 2.45% | −2,772−1.2% | Reduced |
| Mather Group, LLC. | 230,437 | $51.2M | 0.59% | +23,926+11.6% | Added |
| Accredited Investors Inc. | 230,314 | $51.2M | 3.18% | −9,942−4.1% | Reduced |