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 |
|---|---|---|---|---|---|
| Lake Street Financial LLC | 150,311 | $33.4M | 5.44% | −10,715−6.7% | Reduced |
| Linscomb & Williams, Inc. | 150,069 | $33.3M | 1.66% | −3,499−2.3% | Reduced |
| 7G Capital Management, LLC | 150,000 | $33.3M | 28.54% | −65,000−30.2% | Reduced |
| PKO Investment Management Joint-Stock Co | 150,000 | $33.3M | 3.78% | +67,000+80.7% | Added |
| Knollwood Investment Advisory, LLC | 149,835 | $33.3M | 3.68% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 149,424 | $33.2M | 2.17% | +83,636+127.1% | Added |
| Fulcrum Capital LLC | 149,509 | $33.2M | 7.36% | −10,523−6.6% | Reduced |
| Capstone Financial Advisors, Inc. | 149,258 | $33.2M | 2.08% | −6,329−4.1% | Reduced |
| Hemington Wealth Management | 149,258 | $33.2M | 5.14% | +140.0% | Added |
| Bennett Selby Investments LP | 149,209 | $33.1M | 13.10% | +150.0% | Added |
| NatWest Group plc | 148,803 | $33.1M | 9.74% | +4,512+3.1% | Added |
| Fiduciary Financial Group, LLC | 173,521 | $33.0M | 7.19% | −1,471−0.8% | Reduced |
| Bridgeway Capital Management, LLC | 148,710 | $33.0M | 0.83% | +2,357+1.6% | Added |
| Cigna Investments Inc | 148,662 | $33.0M | 6.18% | +517+0.3% | Added |
| Oak Asset Management, LLC | 148,632 | $33.0M | 12.10% | −356−0.2% | Reduced |
| First Long Island Investors, LLC | 148,409 | $33.0M | 2.72% | −8,601−5.5% | Reduced |
| Harbor Advisors LLC | 148,400 | $33.0M | 5.72% | 00.0% | Unchanged |
| Oak Grove Capital LLC | 148,318 | $32.9M | 7.86% | −15,562−9.5% | Reduced |
| Cypress Funds LLC | 148,297 | $32.9M | 4.58% | 00.0% | Unchanged |
| Addenda Capital Inc. | 148,082 | $32.9M | 1.22% | −2,464−1.6% | Reduced |
| BetterWealth, LLC | 147,484 | $32.8M | 9.19% | −30,396−17.1% | Reduced |
| Affinity Capital Advisors, LLC | 165,160 | $32.7M | 6.49% | +7,645+4.9% | Added |
| Sander Capital Advisors Inc | 147,083 | $32.7M | 17.19% | −400−0.3% | Reduced |
| Whalerock Point Partners, LLC | 146,631 | $32.6M | 7.73% | +648+0.4% | Added |
| Liontrust Investment Partners LLP | 146,590 | $32.6M | 0.51% | +79,790+119.4% | Added |
| Chicago Trust Co NA | 146,329 | $32.5M | 5.76% | −2,706−1.8% | Reduced |
| Quent Capital, LLC | 146,130 | $32.5M | 3.41% | −1,181−0.8% | Reduced |
| Capital Investment Advisory Services, LLC | 145,763 | $32.4M | 2.90% | +3,810+2.7% | Added |
| Lodestar Private Asset Management LLC | 145,484 | $32.3M | 4.06% | −2,725−1.8% | Reduced |
| Fullerton Fund Management Co Ltd. | 145,267 | $32.3M | 2.07% | −41,396−22.2% | Reduced |
| Martin Capital Advisors, LLP | 145,218 | $32.3M | 23.01% | −2,121−1.4% | Reduced |
| Sand Hill Global Advisors, LLC | 145,110 | $32.2M | 1.33% | +2,571+1.8% | Added |
| DJE Kapital AG | 147,467 | $32.2M | 0.95% | −394,762−72.8% | Reduced |
| Foster Group, Inc. | 144,750 | $32.2M | 1.20% | +5,645+4.1% | Added |
| Tamar Securities, LLC | 144,521 | $32.1M | 4.36% | +1,191+0.8% | Added |
| SNS Financial Group, LLC | 144,244 | $32.0M | 3.27% | −427−0.3% | Reduced |
| Auxano Advisors, LLC | 144,189 | $32.0M | 8.49% | −3,318−2.2% | Reduced |
| Spirepoint Private Client, LLC | 144,181 | $32.0M | 4.18% | −1,253−0.9% | Reduced |
| Marietta Investment Partners LLC | 143,872 | $32.0M | 7.70% | −859−0.6% | Reduced |
| Cozad Asset Management Inc | 143,854 | $32.0M | 3.19% | −25,501−15.1% | Reduced |
| Postrock Partners LLC | 143,581 | $31.9M | 15.78% | +400.0% | Added |
| Rockline Wealth Management, LLC | 143,296 | $31.8M | 8.86% | −4,632−3.1% | Reduced |
| Greatmark Investment Partners, Inc. | 143,199 | $31.8M | 4.34% | −350.0% | Reduced |
| Zevin Asset Management LLC | 143,124 | $31.8M | 5.04% | −13,264−8.5% | Reduced |
| United Bank | 142,545 | $31.7M | 4.03% | −13,779−8.8% | Reduced |
| Red Door Wealth Management, LLC | 142,495 | $31.7M | 4.68% | +5,606+4.1% | Added |
| Ethos Financial Group, LLC | 128,720 | $31.6M | 3.02% | +74,123+135.8% | Added |
| De Burlo Group Inc | 142,261 | $31.6M | 4.67% | −1,841−1.3% | Reduced |
| Matrix Asset Advisors Inc | 142,117 | $31.6M | 3.48% | −651−0.5% | Reduced |
| Fairview Capital Investment Management, LLC | 141,369 | $31.4M | 1.66% | −1,874−1.3% | Reduced |
| Savvy Advisors, Inc. | 141,322 | $31.4M | 3.16% | +28,186+24.9% | Added |
| Private Trust Co NA | 141,310 | $31.4M | 3.23% | −1,198−0.8% | Reduced |
| First National Bank & Trust Co of Newtown | 141,173 | $31.4M | 6.59% | −924−0.7% | Reduced |
| Premier Path Wealth Partners, LLC | 141,089 | $31.3M | 4.88% | −183−0.1% | Reduced |
| Financial Advisory Service, Inc. | 140,849 | $31.3M | 2.55% | −2,051−1.4% | Reduced |
| Country Club Bank | 143,583 | $31.3M | 2.11% | −2,547−1.7% | Reduced |
| Platform Technology Partners | 140,627 | $31.2M | 9.09% | +11,348+8.8% | Added |
| McKinley Carter Wealth Services, Inc. | 139,860 | $31.1M | 1.91% | −2,421−1.7% | Reduced |
| Front Row Advisors LLC | 139,582 | $31.0M | 11.91% | −2,009−1.4% | Reduced |
| Bensler, LLC | 139,514 | $31.0M | 3.88% | +3,241+2.4% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 139,494 | $31.0M | 7.37% | −5,819−4.0% | Reduced |
| Leisure Capital Management | 139,484 | $31.0M | 12.71% | −395−0.3% | Reduced |
| TCI Wealth Advisors, Inc. | 139,264 | $30.9M | 2.48% | −2,705−1.9% | Reduced |
| Condor Capital Management | 139,245 | $30.9M | 2.88% | −12,974−8.5% | Reduced |
| Magnus Financial Group LLC | 139,120 | $30.9M | 2.99% | +9,090+7.0% | Added |
| Searle & Co. | 138,991 | $30.9M | 8.80% | −288−0.2% | Reduced |
| Augustine Asset Management Inc | 138,695 | $30.8M | 9.00% | −1,461−1.0% | Reduced |
| Ostrum Asset Management | 138,692 | $30.8M | 1.62% | −3,108−2.2% | Reduced |
| Capital Asset Advisory Services LLC | 137,337 | $30.7M | 1.57% | −12,052−8.1% | Reduced |
| Kidder Stephen W | 138,314 | $30.7M | 9.58% | −1,127−0.8% | Reduced |
| Greenwood Capital Associates LLC | 138,201 | $30.7M | 4.14% | −7,197−4.9% | Reduced |
| Stonebridge Financial Group, LLC | 137,988 | $30.7M | 3.26% | +1,151+0.8% | Added |
| Semus Wealth Partners LLC | 137,506 | $30.5M | 21.28% | +670.0% | Added |
| Ardent Capital Management, Inc. | 136,628 | $30.3M | 13.13% | +3,670+2.8% | Added |
| Ibex Wealth Advisors | 136,618 | $30.3M | 4.01% | +9,250+7.3% | Added |
| David Loasby | 159,099 | $30.3M | 3.01% | +3,692+2.4% | Added |
| Clarity Wealth Advisors, LLC | 136,310 | $30.3M | 8.40% | +2,720+2.0% | Added |
| Rowland & Co Investment Counsel | 136,268 | $30.3M | 6.37% | −2,039−1.5% | Reduced |
| Covington Investment Advisors Inc. | 136,261 | $30.3M | 4.70% | +610.0% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 136,231 | $30.3M | 4.92% | −29,046−17.6% | Reduced |
| GLOBALT Investments LLC | 135,900 | $30.2M | 1.23% | −12,108−8.2% | Reduced |
| NBC Securities, Inc. | 135,775 | $30.2M | 2.57% | +135,636+97,579.9% | Added |
| Somerville Kurt F | 135,722 | $30.1M | 5.25% | −2,987−2.2% | Reduced |
| Anchor Investment Management, LLC | 135,648 | $30.1M | 2.81% | +5,839+4.5% | Added |
| Avantax Planning Partners, Inc. | 135,488 | $30.1M | 1.07% | −23,144−14.6% | Reduced |
| RNC Capital Management LLC | 135,478 | $30.1M | 1.54% | −5,316−3.8% | Reduced |
| Embree Financial Group | 135,375 | $30.1M | 5.04% | +3,378+2.6% | Added |
| Jamison Private Wealth Management, Inc. | 135,293 | $30.1M | 4.58% | −650−0.5% | Reduced |
| South Street Advisors LLC | 135,226 | $30.0M | 4.91% | −1,552−1.1% | Reduced |
| Alley Investment Management Company, LLC | 135,005 | $30.0M | 3.76% | +544+0.4% | Added |
| Monetary Management Group Inc | 135,002 | $30.0M | 8.10% | −311−0.2% | Reduced |
| Howard Financial Services, Ltd. | 134,972 | $30.0M | 4.08% | +231+0.2% | Added |
| King Wealth | 134,945 | $30.0M | 4.54% | −1,625−1.2% | Reduced |
| Missouri Trust & Investment Co | 134,941 | $30.0M | 10.52% | −346−0.3% | Reduced |
| Vista Wealth Management Group, LLC | 134,925 | $30.0M | 1.96% | +1,012+0.8% | Added |
| Elyxium Wealth, LLC | 134,874 | $30.0M | 13.27% | +14,496+12.0% | Added |
| Dnca Finance | 134,800 | $29.9M | 2.49% | −10.0% | Reduced |
| Hayek Kallen Investment Management | 134,605 | $29.9M | 11.01% | −2,755−2.0% | Reduced |
| Sterling Investment Advisors, Ltd. | 134,251 | $29.8M | 7.16% | −643−0.5% | Reduced |
| Brandywine Oak Private Wealth LLC | 134,050 | $29.8M | 2.92% | −1,672−1.2% | Reduced |