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; 6,151 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 | 6,151 | $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 | 4,404 | $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 |
|---|---|---|---|---|---|
| RKL Wealth Management LLC | 134,012 | $29.8M | 2.81% | +6,040+4.7% | Added |
| Princeton Capital Management LLC | 133,992 | $29.8M | 10.48% | −4,258−3.1% | Reduced |
| MJP Associates Inc | 133,829 | $29.7M | 5.36% | −23,529−15.0% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 133,678 | $29.7M | 4.27% | −210−0.2% | Reduced |
| Stony Point Capital LLC | 133,357 | $29.6M | 3.20% | +84,501+173.0% | Added |
| MidWestOne Financial Group, Inc. | 133,327 | $29.6M | 4.21% | −3,394−2.5% | Reduced |
| Angeles Wealth Management, LLC | 133,146 | $29.6M | 2.46% | +3,284+2.5% | Added |
| Cypress Wealth Services, LLC | 132,950 | $29.5M | 5.99% | −1,030−0.8% | Reduced |
| Steele Capital Management, Inc. | 132,832 | $29.5M | 1.54% | +954+0.7% | Added |
| First Financial Bank - Trust Division | 132,751 | $29.5M | 2.86% | −7,925−5.6% | Reduced |
| Bourne Lent Asset Management Inc | 132,511 | $29.4M | 12.63% | −747−0.6% | Reduced |
| Continuum Advisory, LLC | 132,387 | $29.4M | 3.79% | +6,439+5.1% | Added |
| Wallington Asset Management, LLC | 132,024 | $29.3M | 4.22% | +1,270+1.0% | Added |
| Laurel Wealth Advisors LLC | 131,628 | $29.2M | 4.58% | −4,377−3.2% | Reduced |
| Parthenon LLC | 131,450 | $29.2M | 3.59% | −879−0.7% | Reduced |
| Oxford Financial Group Ltd | 131,104 | $29.1M | 2.04% | +747+0.6% | Added |
| Resolute Wealth Strategies, LLC | 131,030 | $29.1M | 16.25% | −1,242−0.9% | Reduced |
| NWF Advisory Services Inc. | 130,950 | $29.1M | 4.09% | −34,845−21.0% | Reduced |
| Hills Bank & Trust Co | 130,562 | $29.0M | 2.04% | −1,509−1.1% | Reduced |
| James Investment Research Inc | 130,481 | $29.0M | 3.68% | −3,713−2.8% | Reduced |
| Hardy Reed LLC | 130,186 | $28.9M | 2.55% | −5,921−4.4% | Reduced |
| Simmons Bank | 130,116 | $28.9M | 2.18% | −2,089−1.6% | Reduced |
| XML Financial, LLC | 130,096 | $28.9M | 2.70% | −1,095−0.8% | Reduced |
| Chickasaw Capital Management LLC | 130,047 | $28.9M | 1.11% | −386−0.3% | Reduced |
| Advisory Alpha, LLC | 129,951 | $28.9M | 0.98% | +10,968+9.2% | Added |
| Zions Bancorporation, National Association | 129,920 | $28.9M | 1.82% | +129,920 | New |
| Benin Management CORP | 129,689 | $28.8M | 8.20% | +2,126+1.7% | Added |
| Farmers & Merchants Trust Co of Long Beach | 129,612 | $28.8M | 7.29% | +2,172+1.7% | Added |
| Skylands Capital, LLC | 129,530 | $28.8M | 4.15% | −5,525−4.1% | Reduced |
| Activest Wealth Management | 129,324 | $28.7M | 7.71% | +933+0.7% | Added |
| Callan Capital, LLC | 129,174 | $28.7M | 2.12% | −1,373−1.1% | Reduced |
| Wellington Shields Capital Management, LLC | 129,080 | $28.7M | 5.20% | −6,963−5.1% | Reduced |
| Legacy Capital Group California, Inc. | 128,768 | $28.6M | 9.96% | +1,203+0.9% | Added |
| Regatta Capital Group, LLC | 128,733 | $28.6M | 5.54% | +8,831+7.4% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 128,542 | $28.6M | 0.05% | −1,018−0.8% | Reduced |
| Golden State Wealth Management, LLC | 128,482 | $28.5M | 4.24% | +4,664+3.8% | Added |
| Mitchell McLeod Pugh & Williams Inc | 128,441 | $28.5M | 5.90% | −2,000−1.5% | Reduced |
| Canal Capital Management, LLC | 127,895 | $28.4M | 4.76% | +4,318+3.5% | Added |
| CFO4Life Group, LLC | 127,867 | $28.4M | 4.78% | +90.0% | Added |
| OMC Financial Services LTD | 127,804 | $28.4M | 12.74% | −10,037−7.3% | Reduced |
| Institute for Wealth Management, LLC. | 127,676 | $28.4M | 3.65% | +906+0.7% | Added |
| NTV Asset Management LLC | 127,640 | $28.4M | 3.78% | −7,762−5.7% | Reduced |
| Atwood & Palmer Inc | 127,555 | $28.3M | 1.97% | −964−0.8% | Reduced |
| Founders Financial Alliance, LLC | 127,474 | $28.3M | 6.86% | −1,276−1.0% | Reduced |
| Hilton Capital Management, LLC | 127,440 | $28.3M | 2.41% | +4,975+4.1% | Added |
| Fischer Financial Services, Inc. | 127,334 | $28.3M | 9.11% | +325+0.3% | Added |
| Horiko Capital Management LLC | 127,744 | $28.3M | 8.32% | +5,100+4.2% | Added |
| GenTrust, LLC | 126,933 | $28.2M | 1.35% | +197+0.2% | Added |
| Tyche Wealth Partners LLC | 126,858 | $28.2M | 6.10% | −11,493−8.3% | Reduced |
| one8zero8, LLC | 126,708 | $28.1M | 6.65% | −7,148−5.3% | Reduced |
| San Luis Wealth Advisors LLC | 126,633 | $28.1M | 6.36% | −14,563−10.3% | Reduced |
| Bogart Wealth, LLC | 126,542 | $28.1M | 1.33% | −1,193−0.9% | Reduced |
| Sage Mountain Advisors LLC | 126,480 | $28.1M | 2.07% | −833−0.7% | Reduced |
| Hudson Valley Investment Advisors Inc | 126,426 | $28.1M | 3.35% | −1,518−1.2% | Reduced |
| Litman Gregory Asset Management LLC | 126,259 | $28.0M | 2.41% | −3,063−2.4% | Reduced |
| Ironwood Investment Counsel, LLC | 126,191 | $28.0M | 4.84% | −6,039−4.6% | Reduced |
| Nwi Management LP | 126,100 | $28.0M | 3.73% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 125,720 | $27.9M | 2.92% | −10,297−7.6% | Reduced |
| Claro Advisors LLC | 125,703 | $27.9M | 3.74% | +1,484+1.2% | Added |
| Shepherd Financial Partners LLC | 125,455 | $27.9M | 3.27% | +7,462+6.3% | Added |
| Southland Equity Partners LLC | 125,338 | $27.8M | 6.48% | −460.0% | Reduced |
| Canandaigua National Bank & Trust Co | 125,236 | $27.8M | 2.77% | −10,071−7.4% | Reduced |
| CCM Investment Advisers LLC | 125,169 | $27.8M | 3.41% | −6,612−5.0% | Reduced |
| Hamilton Wealth, LLC | 124,903 | $27.7M | 6.68% | −9,295−6.9% | Reduced |
| 1776 Wealth LLC | 124,863 | $27.7M | 12.74% | −817−0.7% | Reduced |
| RVW Wealth, LLC | 124,856 | $27.7M | 2.61% | +6,535+5.5% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 124,731 | $27.7M | 9.32% | −15,491−11.0% | Reduced |
| Retirement Planning Group | 124,639 | $27.7M | 1.30% | −72−0.1% | Reduced |
| Mystic Asset Management, Inc. | 124,621 | $27.7M | 7.30% | +11,322+10.0% | Added |
| GPS Wealth Strategies Group, LLC | 124,397 | $27.6M | 3.73% | −6,712−5.1% | Reduced |
| Main Street Financial Solutions, LLC | 124,283 | $27.6M | 2.40% | −3,325−2.6% | Reduced |
| Westwood Wealth Management | 124,233 | $27.6M | 11.90% | −10,925−8.1% | Reduced |
| Perennial Advisors, LLC | 124,020 | $27.5M | 5.50% | −1,801−1.4% | Reduced |
| Verity & Verity, LLC | 123,999 | $27.5M | 2.42% | −1,605−1.3% | Reduced |
| Regal Investment Advisors LLC | 123,901 | $27.5M | 2.23% | −4,590−3.6% | Reduced |
| Holderness Investments Co | 123,700 | $27.5M | 6.41% | −328−0.3% | Reduced |
| Tradition Wealth Management, LLC | 123,671 | $27.5M | 2.42% | +2,230+1.8% | Added |
| Green Harvest Asset Management LLC | 123,572 | $27.4M | 0.66% | +20,236+19.6% | Added |
| Citizens National Bank Trust Department | 123,471 | $27.4M | 5.86% | +129+0.1% | Added |
| Intrust Bank NA | 123,465 | $27.4M | 2.71% | −2,182−1.7% | Reduced |
| Everhart Financial Group, Inc. | 122,987 | $27.3M | 3.74% | +14,259+13.1% | Added |
| LVW Advisors, LLC | 122,776 | $27.3M | 3.29% | −320.0% | Reduced |
| Svenska Handelsbanken AB (publ) | 122,714 | $27.3M | 27.13% | +122,714 | New |
| GW&K Investment Management, LLC | 122,435 | $27.2M | 0.25% | +308+0.3% | Added |
| Dundas Partners LLP | 122,222 | $27.1M | 2.00% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 122,182 | $27.1M | 20.60% | −19,221−13.6% | Reduced |
| Pettyjohn, Wood & White, Inc | 122,171 | $27.1M | 5.20% | −4,101−3.2% | Reduced |
| JFS Wealth Advisors, LLC | 121,821 | $27.1M | 1.83% | −15,393−11.2% | Reduced |
| Barlow Wealth Partners, Inc. | 129,136 | $27.0M | 3.55% | +9,722+8.1% | Added |
| Creative Financial Designs Inc | 121,211 | $26.9M | 2.15% | +593+0.5% | Added |
| Old Mission Investment Co LLC | 121,137 | $26.9M | 8.07% | +1,963+1.6% | Added |
| Hutchinson Capital Management | 121,068 | $26.9M | 5.13% | −1,247−1.0% | Reduced |
| Concentrum Wealth Management | 120,968 | $26.9M | 9.96% | −3,725−3.0% | Reduced |
| Gilliland Jeter Wealth Management LLC | 120,834 | $26.8M | 9.49% | −4,475−3.6% | Reduced |
| Plancorp, LLC | 120,761 | $26.8M | 1.06% | +5,436+4.7% | Added |
| Skopos Labs, Inc. | 120,606 | $26.8M | 5.78% | +20,348+20.3% | Added |
| New Hampshire Trust | 120,412 | $26.7M | 6.12% | −6,929−5.4% | Reduced |
| Spectrum Wealth Counsel, LLC | 120,395 | $26.7M | 3.21% | +17,997+17.6% | Added |
| RMR Wealth Builders | 120,389 | $26.7M | 2.81% | +1,127+0.9% | Added |
| Mirabaud & Cie SA | 120,383 | $26.7M | 9.13% | −39,680−24.8% | Reduced |