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 |
|---|---|---|---|---|---|
| Brady Family Wealth, LLC | 109,946 | $24.4M | 7.81% | −1,178−1.1% | Reduced |
| Trustmark National Bank Trust Department | 109,755 | $24.4M | 1.81% | +2,560+2.4% | Added |
| Gamco Investors, Inc. Et Al | 109,410 | $24.3M | 0.27% | −4,419−3.9% | Reduced |
| Principal Street Partners, LLC | 109,390 | $24.3M | 4.52% | +500.0% | Added |
| Personal Cfo Solutions, LLC | 109,242 | $24.3M | 4.93% | −375−0.3% | Reduced |
| Sanders Morris Harris LLC | 108,916 | $24.3M | 3.75% | −586−0.5% | Reduced |
| GDS Wealth Management | 109,019 | $24.2M | 2.06% | +4,372+4.2% | Added |
| Westover Capital Advisors, LLC | 108,999 | $24.2M | 5.38% | −4,813−4.2% | Reduced |
| Smith Anglin Financial, LLC | 108,875 | $24.2M | 2.56% | +1,773+1.7% | Added |
| Inscription Capital, LLC | 140,950 | $24.2M | 4.04% | +140,950 | New |
| AdvisorNet Financial, Inc | 108,693 | $24.1M | 1.79% | −71−0.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 108,554 | $24.1M | 6.98% | −100−0.1% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 108,534 | $24.1M | 1.56% | −29,524−21.4% | Reduced |
| True North Advisors, LLC | 108,353 | $24.1M | 4.27% | +2,094+2.0% | Added |
| Wittenberg Investment Management, Inc. | 108,247 | $24.0M | 10.84% | −18,954−14.9% | Reduced |
| CMH Wealth Management LLC | 108,174 | $24.0M | 6.02% | +1,077+1.0% | Added |
| Prestige Wealth Management Group LLC | 108,119 | $24.0M | 5.13% | −585−0.5% | Reduced |
| Waterloo Capital, L.P. | 107,810 | $23.9M | 2.23% | +30,056+38.7% | Added |
| Galvin, Gaustad & Stein, LLC | 107,786 | $23.9M | 2.14% | −8,236−7.1% | Reduced |
| MSA Advisors, LLC | 107,690 | $23.9M | 6.13% | +21,824+25.4% | Added |
| PDS Planning, Inc | 107,651 | $23.9M | 2.02% | +7,004+7.0% | Added |
| Atwater Malick LLC | 107,551 | $23.9M | 8.08% | +201+0.2% | Added |
| Clough Capital Partners L P | 107,525 | $23.9M | 3.01% | +5,035+4.9% | Added |
| Plimoth Trust Co LLC | 107,351 | $23.8M | 6.21% | −3,475−3.1% | Reduced |
| Private Wealth Asset Management, LLC | 107,165 | $23.8M | 3.42% | +107,165 | New |
| Ridgecrest Wealth Partners, LLC | 107,051 | $23.8M | 12.45% | +2,214+2.1% | Added |
| Alexander Labrunerie & Co., Inc. | 107,034 | $23.8M | 10.29% | −1,544−1.4% | Reduced |
| Romano Brothers and Company | 107,015 | $23.8M | 3.07% | −1,349−1.2% | Reduced |
| Family Management Corp | 106,853 | $23.7M | 3.92% | +10,544+10.9% | Added |
| MEMBERS Trust Co | 106,652 | $23.7M | 0.83% | +2,772+2.7% | Added |
| Clean Yield Group | 106,545 | $23.7M | 7.71% | +1,421+1.4% | Added |
| Slow Capital, Inc. | 106,542 | $23.7M | 3.17% | +18,528+21.1% | Added |
| Selway Asset Management | 106,429 | $23.6M | 9.75% | −10,237−8.8% | Reduced |
| Aaron Wealth Advisors | 106,309 | $23.6M | 2.71% | +1,037+1.0% | Added |
| Rappaport Reiches Capital Management, LLC | 106,293 | $23.6M | 5.90% | +1,248+1.2% | Added |
| Kestra Investment Management, LLC | 106,197 | $23.6M | 0.74% | +45,346+74.5% | Added |
| Putney Financial Group LLC | 106,134 | $23.6M | 24.80% | −3,487−3.2% | Reduced |
| AlphaCore Capital LLC | 106,093 | $23.6M | 2.00% | +22,778+27.3% | Added |
| Focused Wealth Management, Inc | 105,892 | $23.5M | 3.20% | +906+0.9% | Added |
| Peddock Capital Advisors, LLC | 105,847 | $23.5M | 5.95% | −2,162−2.0% | Reduced |
| Armis Advisers, LLC | 107,304 | $23.5M | 2.20% | +35,837+50.1% | Added |
| Ignite Planners, LLC | 109,775 | $23.4M | 4.58% | +38,585+54.2% | Added |
| Elk River Wealth Management, LLC | 105,404 | $23.4M | 4.38% | −1,125−1.1% | Reduced |
| Vishria Bird Financial Group, LLC | 105,376 | $23.4M | 7.95% | +300+0.3% | Added |
| Harrell Investment Partners, LLC | 105,215 | $23.4M | 6.93% | +1,959+1.9% | Added |
| Whitener Capital Management, Inc. | 105,102 | $23.3M | 6.60% | −2,644−2.5% | Reduced |
| SRS Capital Advisors, Inc. | 105,018 | $23.3M | 1.50% | −2,018−1.9% | Reduced |
| Summit X, LLC | 104,995 | $23.3M | 4.90% | −6,121−5.5% | Reduced |
| Altfest L J & Co Inc | 104,687 | $23.3M | 2.92% | −288−0.3% | Reduced |
| GFG Capital, LLC | 104,377 | $23.2M | 7.11% | −8,665−7.7% | Reduced |
| Core Alternative Capital | 104,353 | $23.2M | 5.57% | −13,946−11.8% | Reduced |
| Traphagen Investment Advisors LLC | 104,302 | $23.2M | 2.42% | +5,200+5.2% | Added |
| Hamilton Point Investment Advisors, LLC | 104,181 | $23.1M | 4.16% | +296+0.3% | Added |
| Cornell Pochily Investment Advisors, Inc. | 104,005 | $23.1M | 8.12% | −1,659−1.6% | Reduced |
| 180 Wealth Advisors, LLC | 103,907 | $23.1M | 3.68% | −2,946−2.8% | Reduced |
| Abner Herrman & Brock LLC | 103,860 | $23.1M | 2.95% | −90.0% | Reduced |
| Chapin Davis, Inc. | 103,737 | $23.0M | 7.85% | +3,501+3.5% | Added |
| Northern Oak Wealth Management Inc | 103,458 | $23.0M | 2.97% | −6,828−6.2% | Reduced |
| Financial Partners Group, Inc | 103,434 | $23.0M | 3.55% | −1,311−1.3% | Reduced |
| Te Ahumairangi Investment Management Ltd | 103,191 | $22.9M | 4.85% | −323−0.3% | Reduced |
| Chemistry Wealth Management LLC | 103,185 | $22.9M | 5.33% | −27,422−21.0% | Reduced |
| Trust Point Inc. | 103,101 | $22.9M | 2.09% | −26,944−20.7% | Reduced |
| Baader Bank INC | 103,320 | $22.9M | 2.31% | −18,443−15.1% | Reduced |
| Harvey Capital Management Inc | 102,959 | $22.9M | 5.98% | −232−0.2% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 102,818 | $22.8M | 3.41% | +29,000+39.3% | Added |
| Marks Group Wealth Management, Inc | 102,595 | $22.8M | 2.19% | +83+0.1% | Added |
| Millennium Capital Advisors, LLC | 102,437 | $22.8M | 16.80% | −2,203−2.1% | Reduced |
| Wernau Asset Management Inc. | 102,383 | $22.7M | 23.53% | −3,124−3.0% | Reduced |
| Allen Capital Group, LLC | 102,314 | $22.7M | 2.61% | +8,652+9.2% | Added |
| LM Advisors LLC | 102,258 | $22.7M | 4.09% | +5,055+5.2% | Added |
| Paulson Wealth Management Inc. | 102,114 | $22.7M | 6.38% | −2,650−2.5% | Reduced |
| Cornerstone Advisory, LLC | 114,179 | $22.7M | 2.65% | −739−0.6% | Reduced |
| Navalign, LLC | 102,035 | $22.7M | 6.46% | −982−1.0% | Reduced |
| Tufton Capital Management | 102,026 | $22.7M | 4.37% | −986−1.0% | Reduced |
| Apella Capital, LLC | 113,837 | $22.6M | 0.78% | +35,328+45.0% | Added |
| Watts Gwilliam & Co., LLC | 101,848 | $22.6M | 4.91% | +516+0.5% | Added |
| Capital Performance Advisors LLP | 101,786 | $22.6M | 4.98% | +33,308+48.6% | Added |
| Golden State Equity Partners | 101,547 | $22.6M | 4.46% | −15,394−13.2% | Reduced |
| Stockman Wealth Management, Inc. | 101,437 | $22.5M | 3.34% | +92+0.1% | Added |
| Manske Wealth Management | 101,321 | $22.5M | 8.50% | −877−0.9% | Reduced |
| Ithaka Group LLC | 101,224 | $22.5M | 4.58% | −1,175−1.1% | Reduced |
| BSW Wealth Partners | 101,023 | $22.4M | 3.41% | −9,148−8.3% | Reduced |
| Root Financial Partners, LLC | 101,001 | $22.4M | 2.39% | +25,978+34.6% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 100,972 | $22.4M | 15.28% | −515−0.5% | Reduced |
| Global Assets Advisory, LLC | 113,190 | $22.4M | 4.22% | +60,128+113.3% | Added |
| Paradigm Financial Partners, LLC | 100,863 | $22.4M | 2.78% | +5,181+5.4% | Added |
| Jacobi Capital Management LLC | 100,859 | $22.4M | 1.65% | +1,292+1.3% | Added |
| Quadcap Wealth Management, LLC | 100,392 | $22.3M | 3.24% | +2,987+3.1% | Added |
| Motco | 100,383 | $22.3M | 2.36% | +1,229+1.2% | Added |
| Farmers Trust Co | 100,096 | $22.2M | 4.18% | −13,813−12.1% | Reduced |
| Peterson Wealth Services | 99,943 | $22.2M | 6.88% | +1,896+1.9% | Added |
| Cottage Street Advisors LLC | 110,306 | $22.2M | 11.09% | +60,233+120.3% | Added |
| Catalyst Financial Partners LLC | 99,707 | $22.1M | 4.08% | +715+0.7% | Added |
| CenterBook Partners LP | 99,694 | $22.1M | 1.41% | −838−0.8% | Reduced |
| Asset Dedication, LLC | 99,679 | $22.1M | 1.80% | +8,876+9.8% | Added |
| Herold Advisors, Inc. | 99,670 | $22.1M | 4.86% | +4,076+4.3% | Added |
| Chilton Investment Co LLC | 99,651 | $22.1M | 0.54% | −152,679−60.5% | Reduced |
| TigerOak Management, L.L.C. | 99,612 | $22.1M | 8.54% | −2,324−2.3% | Reduced |
| Nelson Capital Management, LLC | 99,531 | $22.1M | 3.82% | −404−0.4% | Reduced |
| Hoertkorn Richard Charles | 99,122 | $22.0M | 10.19% | −17,151−14.8% | Reduced |