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 |
|---|---|---|---|---|---|
| Zullo Investment Group, Inc. | 169,592 | $37.7M | 16.15% | −1,748−1.0% | Reduced |
| Sittner & Nelson, LLC | 169,585 | $37.7M | 16.07% | +688+0.4% | Added |
| Arete Wealth Advisors, LLC | 169,230 | $37.6M | 2.87% | −3,537−2.0% | Reduced |
| Berger Financial Group, Inc | 168,915 | $37.5M | 2.61% | +222+0.1% | Added |
| K.J. Harrison & Partners Inc | 168,301 | $37.4M | 7.30% | −11,403−6.3% | Reduced |
| L.M. Kohn & Company | 168,032 | $37.3M | 9.75% | −3,817−2.2% | Reduced |
| Financial Engines Advisors L.L.C. | 167,436 | $37.2M | 0.08% | +11,689+7.5% | Added |
| Hendershot Investments Inc. | 167,229 | $37.1M | 5.06% | −24,053−12.6% | Reduced |
| First National Advisers, LLC | 167,141 | $37.1M | 5.94% | −1,875−1.1% | Reduced |
| TriaGen Wealth Management LLC | 167,132 | $37.1M | 13.09% | −7,520−4.3% | Reduced |
| Camden Capital, LLC | 167,219 | $37.1M | 3.89% | −2,138−1.3% | Reduced |
| Perennial Investment Advisors, LLC | 166,598 | $37.0M | 4.17% | +2,394+1.5% | Added |
| Quest Investment Management LLC | 166,196 | $36.9M | 4.57% | −14,446−8.0% | Reduced |
| Trust Co of Virginia | 165,971 | $36.9M | 3.42% | +1,036+0.6% | Added |
| Saybrook Capital | 165,682 | $36.8M | 10.16% | +375+0.2% | Added |
| Mill Creek Capital Advisors, LLC | 165,617 | $36.8M | 0.89% | +7,606+4.8% | Added |
| GWN Securities Inc. | 171,412 | $36.7M | 2.07% | +45,233+35.8% | Added |
| Miller Wealth Advisors, LLC | 165,091 | $36.7M | 20.35% | −1,194−0.7% | Reduced |
| Waters Parkerson & Co., LLC | 164,994 | $36.7M | 1.96% | −1,558−0.9% | Reduced |
| Vantage Investment Partners, LLC | 164,975 | $36.6M | 3.08% | −340−0.2% | Reduced |
| Koshinski Asset Management, Inc. | 165,133 | $36.6M | 3.11% | +3,556+2.2% | Added |
| JLB & Associates Inc | 164,828 | $36.6M | 5.11% | −3,425−2.0% | Reduced |
| Oakworth Capital, Inc. | 164,126 | $36.5M | 2.54% | −43,808−21.1% | Reduced |
| Westmount Partners, LLC | 163,988 | $36.4M | 11.11% | −405−0.2% | Reduced |
| Strategic Blueprint, LLC | 163,762 | $36.4M | 1.98% | +4,819+3.0% | Added |
| Colonial Trust Co | 163,727 | $36.4M | 5.65% | −6,804−4.0% | Reduced |
| Pennsylvania Capital Management Inc | 163,476 | $36.3M | 13.33% | −1,623−1.0% | Reduced |
| IFG Advisory, LLC | 163,330 | $36.3M | 2.01% | +9,025+5.8% | Added |
| Cooper Financial Group | 163,310 | $36.3M | 4.78% | +7,713+5.0% | Added |
| Smartleaf Asset Management LLC | 166,472 | $36.3M | 3.50% | +5,467+3.4% | Added |
| GHP Investment Advisors, Inc. | 163,025 | $36.2M | 1.74% | −3,678−2.2% | Reduced |
| Bordeaux Wealth Advisors LLC | 162,983 | $36.2M | 6.70% | −6,019−3.6% | Reduced |
| MainStreet Investment Advisors LLC | 162,866 | $36.2M | 5.26% | −6,684−3.9% | Reduced |
| Callahan Advisors, LLC | 162,656 | $36.1M | 3.44% | −7,724−4.5% | Reduced |
| Nadler Financial Group, Inc. | 162,625 | $36.1M | 4.00% | −1,526−0.9% | Reduced |
| Smithbridge Asset Management Inc | 162,504 | $36.1M | 6.69% | +162,504 | New |
| Global X Japan Co., Ltd. | 162,291 | $36.0M | 4.14% | +15,070+10.2% | Added |
| Hunter Associates Investment Management LLC | 162,128 | $36.0M | 5.56% | −940−0.6% | Reduced |
| Good Life Advisors, LLC | 161,437 | $35.9M | 2.53% | −15,301−8.7% | Reduced |
| Campbell Capital Management Inc | 161,268 | $35.8M | 20.89% | −3,401−2.1% | Reduced |
| Clarity Financial LLC | 161,133 | $35.8M | 4.12% | +19,556+13.8% | Added |
| Godsey & Gibb Associates | 160,783 | $35.7M | 3.51% | +4,890+3.1% | Added |
| WP Advisors, LLC | 160,735 | $35.7M | 11.89% | −11,460−6.7% | Reduced |
| 1st Source Bank | 159,964 | $35.5M | 2.09% | −2,549−1.6% | Reduced |
| Journey Advisory Group, LLC | 159,670 | $35.5M | 2.90% | −5,339−3.2% | Reduced |
| Pitcairn Co | 159,627 | $35.5M | 2.14% | +5,449+3.5% | Added |
| Denali Advisors LLC | 159,592 | $35.5M | 4.03% | −1,077−0.7% | Reduced |
| Staley Capital Advisers Inc | 159,474 | $35.4M | 1.60% | −748−0.5% | Reduced |
| Cape Cod Five Cents Savings Bank | 151,758 | $35.4M | 3.25% | 00.0% | Unchanged |
| Mitchell Capital Management Co | 159,017 | $35.3M | 6.73% | −5,370−3.3% | Reduced |
| Buckley Wealth Management, LLC | 158,969 | $35.3M | 10.98% | −463−0.3% | Reduced |
| TradeWell Securities, LLC. | 158,883 | $35.3M | 19.44% | −711−0.4% | Reduced |
| Cache Advisors, LLC | 158,392 | $35.2M | 13.50% | +33,925+27.3% | Added |
| Rothschild Capital Partners, LLC | 157,958 | $35.1M | 9.18% | −37,989−19.4% | Reduced |
| West Coast Financial LLC | 157,908 | $35.1M | 4.00% | −3,195−2.0% | Reduced |
| Wedgewood Partners Inc | 165,093 | $35.1M | 7.06% | +1,236+0.8% | Added |
| Westchester Capital Management, Inc. | 157,745 | $35.0M | 8.71% | +551+0.4% | Added |
| LGT Fund Management Co Ltd. | 157,581 | $35.0M | 3.16% | −3,031−1.9% | Reduced |
| Mark Asset Management LP | 157,196 | $34.9M | 5.26% | +23,034+17.2% | Added |
| Mengis Capital Management, Inc. | 157,180 | $34.9M | 7.29% | −12,144−7.2% | Reduced |
| Csenge Advisory Group | 177,088 | $34.9M | 1.98% | −4,918−2.7% | Reduced |
| Ascent Wealth Partners, LLC | 157,025 | $34.9M | 4.68% | +5,474+3.6% | Added |
| Arvest Bank Trust Division | 156,848 | $34.8M | 2.20% | +6,402+4.3% | Added |
| Occidental Asset Management, LLC | 156,767 | $34.8M | 5.26% | +8,683+5.9% | Added |
| Kelly Lawrence W & Associates Inc | 156,483 | $34.8M | 8.44% | −4,522−2.8% | Reduced |
| Clarkston Capital Partners, LLC | 156,324 | $34.7M | 0.69% | −1,042−0.7% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 156,248 | $34.7M | 8.84% | −5,660−3.5% | Reduced |
| Parcion Private Wealth LLC | 156,104 | $34.7M | 2.83% | +2,704+1.8% | Added |
| Kavar Capital Partners Group, LLC | 155,943 | $34.6M | 5.77% | −882−0.6% | Reduced |
| Vivaldi Capital Management, LLC | 155,856 | $34.6M | 5.58% | −2,746−1.7% | Reduced |
| DDD Partners, LLC | 155,838 | $34.6M | 4.21% | −8,785−5.3% | Reduced |
| Tiff Advisory Services Inc | 155,729 | $34.6M | 8.23% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 155,012 | $34.4M | 13.60% | −4,959−3.1% | Reduced |
| West Branch Capital LLC | 154,884 | $34.4M | 11.48% | +147+0.1% | Added |
| Howe & Rusling Inc | 154,755 | $34.4M | 2.89% | −1,387−0.9% | Reduced |
| Moody National Bank Trust Division | 154,618 | $34.3M | 3.58% | −1,479−0.9% | Reduced |
| Cabot Wealth Management Inc | 154,583 | $34.3M | 4.37% | −516−0.3% | Reduced |
| Goelzer Investment Management, Inc. | 154,506 | $34.3M | 1.99% | +1,044+0.7% | Added |
| Smith, Moore & Co. | 154,268 | $34.3M | 3.17% | −15,611−9.2% | Reduced |
| Progressive Investment Management Corp | 153,801 | $34.2M | 9.56% | −3,160−2.0% | Reduced |
| Schmidt P J Investment Management Inc | 153,402 | $34.1M | 6.24% | −1,694−1.1% | Reduced |
| Advisor OS, LLC | 153,305 | $34.1M | 3.88% | −3,869−2.5% | Reduced |
| Knuff & Co LLC | 153,125 | $34.0M | 11.42% | −11,300−6.9% | Reduced |
| Kiley Juergens Wealth Management, LLC | 153,121 | $34.0M | 9.05% | −4,447−2.8% | Reduced |
| Gryphon Financial Partners LLC | 153,115 | $34.0M | 4.90% | +2,583+1.7% | Added |
| Empire Life Investments Inc. | 153,046 | $34.0M | 2.21% | +13,604+9.8% | Added |
| Segment Wealth Management, LLC | 152,498 | $33.9M | 2.29% | +4,453+3.0% | Added |
| JB Capital LLC | 152,495 | $33.9M | 1.87% | −77−0.1% | Reduced |
| Northstar Group, Inc. | 152,461 | $33.9M | 5.49% | −5,068−3.2% | Reduced |
| Sage Capital Advisors,llc | 152,361 | $33.8M | 8.87% | −5,819−3.7% | Reduced |
| Conway Capital Management, Inc. | 152,123 | $33.8M | 16.90% | −5,632−3.6% | Reduced |
| Terril Brothers, Inc. | 152,093 | $33.8M | 16.03% | 00.0% | Unchanged |
| Algert Global LLC | 151,706 | $33.7M | 0.83% | +12,213+8.8% | Added |
| Clarius Group, LLC | 151,682 | $33.7M | 2.12% | +18,258+13.7% | Added |
| Sandbox Financial Partners, LLC | 150,829 | $33.5M | 11.83% | −2,270−1.5% | Reduced |
| Draper Asset Management, LLC | 150,636 | $33.5M | 26.29% | −15,436−9.3% | Reduced |
| Winthrop Advisory Group LLC | 150,623 | $33.5M | 4.02% | −3,965−2.6% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 150,542 | $33.4M | 3.77% | −4,445−2.9% | Reduced |
| Schnieders Capital Management LLC | 150,515 | $33.4M | 7.14% | −5,176−3.3% | Reduced |
| Firetrail Investments Pty Ltd | 148,755 | $33.4M | 9.73% | +5,315+3.7% | Added |