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 |
|---|---|---|---|---|---|
| Hallmark Capital Management Inc | 196,084 | $43.6M | 3.30% | −7,670−3.8% | Reduced |
| Valmark Advisers, Inc. | 195,482 | $43.4M | 0.66% | −2,817−1.4% | Reduced |
| Baker Chad R | 195,384 | $43.4M | 8.84% | −15,090−7.2% | Reduced |
| Cascade Financial Partners, LLC | 194,732 | $43.3M | 5.45% | +6,801+3.6% | Added |
| Oakmont Corp | 194,290 | $43.2M | 8.51% | −1,107−0.6% | Reduced |
| RFG Advisory, LLC | 194,090 | $43.1M | 1.17% | +23,622+13.9% | Added |
| Estabrook Capital Management | 194,040 | $43.1M | 6.96% | −10,610−5.2% | Reduced |
| Solidarilty Wealth, LLC | 193,952 | $43.1M | 10.62% | +32,997+20.5% | Added |
| Rice Partnership, LLC | 193,727 | $43.0M | 8.83% | +563+0.3% | Added |
| Blue Investment Partners LLC | 193,535 | $43.0M | 16.18% | −437−0.2% | Reduced |
| City of London Investment Management Co Ltd | 192,825 | $42.8M | 4.58% | −5,456−2.8% | Reduced |
| Octavia Wealth Advisors, LLC | 192,681 | $42.8M | 5.20% | −477−0.2% | Reduced |
| PFG Advisors | 192,449 | $42.7M | 2.39% | +21,717+12.7% | Added |
| Westwood Holdings Group Inc. | 192,259 | $42.7M | 0.32% | −429,219−69.1% | Reduced |
| Cassaday & Co Wealth Management LLC | 192,103 | $42.7M | 1.20% | +2,492+1.3% | Added |
| Invictus Private Wealth, LLC | 191,739 | $42.6M | 3.38% | −356−0.2% | Reduced |
| Checchi Capital Advisers, LLC | 191,279 | $42.5M | 3.01% | +5,179+2.8% | Added |
| American National Bank | 190,939 | $42.4M | 4.71% | −3,179−1.6% | Reduced |
| Shufro Rose & Co LLC | 189,201 | $42.2M | 3.34% | −1,881−1.0% | Reduced |
| CX Institutional | 189,978 | $42.2M | 1.59% | +13,013+7.4% | Added |
| Naples Global Advisors, LLC | 189,895 | $42.2M | 4.01% | +875+0.5% | Added |
| CORDA Investment Management, LLC. | 189,471 | $42.1M | 3.35% | −4,206−2.2% | Reduced |
| Madison Asset Management, LLC | 189,400 | $42.1M | 0.47% | −4,553−2.3% | Reduced |
| TruWealth Advisors, LLC | 189,282 | $42.0M | 2.54% | +5,120+2.8% | Added |
| Itau Unibanco Holding S.A. | 188,910 | $42.0M | 1.62% | +92,671+96.3% | Added |
| Azzad Asset Management Inc | 188,711 | $41.9M | 4.94% | −586−0.3% | Reduced |
| Legacy Advisors, LLC | 188,425 | $41.9M | 4.42% | +16,014+9.3% | Added |
| SageView Advisory Group, LLC | 188,051 | $41.8M | 1.78% | +3,915+2.1% | Added |
| Renaissance Group LLC | 188,012 | $41.8M | 1.84% | −5,707−2.9% | Reduced |
| Geneos Wealth Management Inc. | 187,838 | $41.7M | 1.40% | +26,772+16.6% | Added |
| Legacy Private Trust Co. | 187,738 | $41.7M | 2.87% | −4,653−2.4% | Reduced |
| Kinneret Advisory, LLC | 187,250 | $41.6M | 4.19% | −629−0.3% | Reduced |
| Douglas Lane & Associates, LLC | 187,175 | $41.6M | 0.61% | +3,004+1.6% | Added |
| Culbertson A N & Co Inc | 186,663 | $41.5M | 6.62% | −4,191−2.2% | Reduced |
| WCG Wealth Advisors LLC | 186,611 | $41.5M | 3.15% | −3,246−1.7% | Reduced |
| Dale Q Rice Investment Management Ltd | 186,574 | $41.4M | 21.41% | −33,724−15.3% | Reduced |
| German American Bancorp, Inc. | 186,557 | $41.4M | 4.45% | +20.0% | Added |
| SP Asset Management LLC | 186,369 | $41.4M | 3.65% | −2,215−1.2% | Reduced |
| Lyell Wealth Management, LP | 186,202 | $41.4M | 3.87% | +787+0.4% | Added |
| Edge Wealth Management LLC | 185,977 | $41.3M | 8.38% | +800.0% | Added |
| Ameritas Advisory Services, LLC | 172,647 | $41.3M | 1.67% | −228,832−57.0% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 185,707 | $41.3M | 7.14% | +4,449+2.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 185,483 | $41.2M | 1.56% | −10,957−5.6% | Reduced |
| Harvest Portfolios Group Inc. | 185,102 | $41.1M | 1.21% | +10,517+6.0% | Added |
| Penn Davis McFarland Inc | 184,547 | $41.0M | 4.85% | −1,855−1.0% | Reduced |
| Texas Yale Capital Corp. | 184,161 | $40.9M | 1.68% | −5,505−2.9% | Reduced |
| Kovack Advisors, Inc. | 183,740 | $40.8M | 4.32% | −13,792−7.0% | Reduced |
| Fagan Associates, Inc. | 183,544 | $40.8M | 6.80% | −3,278−1.8% | Reduced |
| StoneX Group Inc. | 183,308 | $40.7M | 2.23% | −3,116−1.7% | Reduced |
| Northstar Asset Management LLC | 182,512 | $40.5M | 9.79% | −2,010−1.1% | Reduced |
| Suncoast Equity Management | 182,491 | $40.5M | 4.58% | −52,456−22.3% | Reduced |
| WestEnd Advisors, LLC | 182,244 | $40.5M | 1.07% | −9,296−4.9% | Reduced |
| Generate Investment Management Ltd | 182,160 | $40.5M | 2.84% | +5,618+3.2% | Added |
| United Asset Strategies, Inc. | 182,116 | $40.5M | 3.76% | +7,880+4.5% | Added |
| Sargent Investment Group, LLC | 181,804 | $40.4M | 6.45% | +2,850+1.6% | Added |
| Bridgewater Advisors Inc. | 190,349 | $40.2M | 3.48% | +1,357+0.7% | Added |
| Coastline Trust Co | 179,603 | $39.9M | 4.96% | −3,751−2.0% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 179,517 | $39.9M | 7.58% | −2,431−1.3% | Reduced |
| Vancity Investment Management Ltd | 179,129 | $39.8M | 5.45% | +179,129 | New |
| Eisler Capital Management Ltd. | 179,226 | $39.8M | 1.19% | +179,225+17,922,500.0% | Added |
| DSG Capital Advisors, LLC | 178,791 | $39.7M | 8.02% | −20,476−10.3% | Reduced |
| Guinness Asset Management LTD | 178,541 | $39.6M | 0.75% | +8,957+5.3% | Added |
| Griffin Asset Management, Inc. | 178,242 | $39.6M | 4.85% | −2,552−1.4% | Reduced |
| Woodmont Investment Counsel LLC | 177,608 | $39.5M | 2.85% | −146−0.1% | Reduced |
| River Wealth Advisors LLC | 177,344 | $39.4M | 5.47% | +898+0.5% | Added |
| Shared Vision Wealth Group LLC | 177,298 | $39.4M | 21.51% | −100−0.1% | Reduced |
| Connors Investor Services Inc | 177,314 | $39.4M | 3.91% | −75,435−29.8% | Reduced |
| Pure Financial Advisors, Inc. | 177,153 | $39.4M | 0.82% | +4,943+2.9% | Added |
| One Wealth Advisors, LLC | 177,153 | $39.4M | 5.87% | −8,568−4.6% | Reduced |
| Aire Advisors, LLC | 176,695 | $39.2M | 8.26% | −6,366−3.5% | Reduced |
| Elite Wealth Management, Inc. | 176,620 | $39.2M | 11.28% | −988−0.6% | Reduced |
| Capital International Ltd | 176,483 | $39.2M | 1.71% | +37,484+27.0% | Added |
| Arthur M. Cohen & Associates, LLC | 176,011 | $39.1M | 7.50% | −2,021−1.1% | Reduced |
| Avidian Wealth Solutions, LLC | 175,787 | $39.0M | 1.74% | −3,785−2.1% | Reduced |
| Synergy Financial Management, LLC | 175,777 | $39.0M | 4.92% | −7,621−4.2% | Reduced |
| Qtron Investments LLC | 175,598 | $39.0M | 5.84% | +892+0.5% | Added |
| Washington Trust Bank | 175,297 | $38.9M | 3.90% | −946−0.5% | Reduced |
| Confluence Wealth Services, Inc. | 189,840 | $38.8M | 2.45% | +12,784+7.2% | Added |
| Syon Capital LLC | 174,745 | $38.8M | 3.16% | +40,812+30.5% | Added |
| Lazari Capital Management, Inc. | 174,667 | $38.8M | 15.86% | −815−0.5% | Reduced |
| TrimTabs Asset Management, LLC | 174,310 | $38.7M | 6.08% | +2,871+1.7% | Added |
| Trust Asset Management LLC | 174,061 | $38.7M | 3.17% | +7,185+4.3% | Added |
| CSM Advisors, LLC | 173,630 | $38.6M | 2.10% | −2,168−1.2% | Reduced |
| Kennedy Capital Management, Inc. | 173,485 | $38.5M | 0.92% | −18,449−9.6% | Reduced |
| Parkside Financial Bank & Trust | 173,262 | $38.5M | 4.90% | +3,714+2.2% | Added |
| CoreCap Advisors, LLC | 173,196 | $38.5M | 1.69% | +540+0.3% | Added |
| Novare Capital Management LLC | 172,851 | $38.4M | 3.35% | −1,224−0.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 172,710 | $38.4M | 0.65% | −10,410−5.7% | Reduced |
| Grove Bank & Trust | 172,604 | $38.3M | 5.12% | −3,381−1.9% | Reduced |
| Estuary Capital Management LP | 172,500 | $38.3M | 9.30% | +172,500 | New |
| Barr E S & Co | 172,230 | $38.3M | 2.32% | −2,735−1.6% | Reduced |
| Nations Financial Group Inc, | 172,123 | $38.2M | 2.92% | −4,840−2.7% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 172,060 | $38.2M | 0.71% | +144+0.1% | Added |
| Bank of Hawaii | 172,028 | $38.2M | 2.19% | −3,843−2.2% | Reduced |
| Ironwood Financial, llc | 171,906 | $38.2M | 8.19% | −479−0.3% | Reduced |
| Ausdal Financial Partners, Inc. | 171,437 | $38.1M | 2.87% | +20,047+13.2% | Added |
| BKD Wealth Advisors, LLC | 170,567 | $37.9M | 0.91% | −12,281−6.7% | Reduced |
| Ronald Blue Trust, Inc. | 169,861 | $37.7M | 0.48% | +3,306+2.0% | Added |
| Woodstock Corp | 169,842 | $37.7M | 3.73% | −2,633−1.5% | Reduced |
| Winslow Asset Management Inc | 169,738 | $37.7M | 8.32% | −7,679−4.3% | Reduced |