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 |
|---|---|---|---|---|---|
| Jeppson Wealth Management, LLC | 98,808 | $21.9M | 8.03% | −480−0.5% | Reduced |
| Mitchell Sinkler & Starr | 98,776 | $21.9M | 6.14% | +192+0.2% | Added |
| Haverford Financial Services, Inc. | 98,232 | $21.8M | 6.72% | −4,365−4.3% | Reduced |
| Providence Capital Advisors, LLC | 97,923 | $21.8M | 4.52% | +29,520+43.2% | Added |
| Sentinel Trust Co Lba | 97,875 | $21.7M | 2.56% | −2,072−2.1% | Reduced |
| Horizon Investments, LLC | 97,964 | $21.7M | 0.65% | +3,293+3.5% | Added |
| FRG Family Wealth Advisors LLC | 97,744 | $21.7M | 4.19% | −1,146−1.2% | Reduced |
| Key Financial Inc | 97,457 | $21.6M | 4.71% | −857−0.9% | Reduced |
| UG Investment Advisers Ltd. | 97,414 | $21.6M | 5.93% | −105,249−51.9% | Reduced |
| Willis Investment Counsel | 97,411 | $21.6M | 1.46% | −13,170−11.9% | Reduced |
| Guardian Wealth Advisors, LLC | 97,201 | $21.6M | 1.73% | +4,129+4.4% | Added |
| Montag & Caldwell, LLC | 97,104 | $21.6M | 5.00% | −4,535−4.5% | Reduced |
| Capital Planning Advisors, LLC | 97,032 | $21.6M | 3.33% | −2,371−2.4% | Reduced |
| CCM Investment Group, LLC | 98,796 | $21.5M | 2.28% | +2,680+2.8% | Added |
| Financial Avengers, Inc. | 96,892 | $21.5M | 10.90% | −3,895−3.9% | Reduced |
| PFC Capital Group, Inc. | 96,868 | $21.5M | 10.85% | −4,206−4.2% | Reduced |
| Silver Oak Securities, Inc | 98,655 | $21.5M | 2.01% | −1,255−1.3% | Reduced |
| Asset Management Group, Inc. | 96,586 | $21.5M | 3.96% | −2,811−2.8% | Reduced |
| Little House Capital LLC | 96,485 | $21.4M | 5.89% | −7,416−7.1% | Reduced |
| Diversify Wealth Management, LLC | 101,414 | $21.4M | 1.59% | +455+0.5% | Added |
| Accent Capital Management, LLC | 96,384 | $21.4M | 12.45% | −1,092−1.1% | Reduced |
| Farmers National Bank | 96,381 | $21.4M | 6.04% | +7,800+8.8% | Added |
| WoodTrust Financial Corp | 96,249 | $21.4M | 2.99% | −282−0.3% | Reduced |
| Bearing Point Capital, LLC | 96,179 | $21.4M | 4.54% | −4,187−4.2% | Reduced |
| Strait & Sound Wealth Management LLC | 96,165 | $21.4M | 9.94% | +5,589+6.2% | Added |
| Meridian Wealth Advisors, LLC | 96,004 | $21.3M | 3.62% | −1,550−1.6% | Reduced |
| Atlas Private Wealth Advisors | 95,986 | $21.3M | 2.97% | −1,425−1.5% | Reduced |
| Jessup Wealth Management, Inc | 95,727 | $21.3M | 8.94% | +1,319+1.4% | Added |
| Monograph Wealth Advisors, LLC | 95,659 | $21.2M | 2.89% | −7,117−6.9% | Reduced |
| Zuckerman Investment Group, LLC | 95,601 | $21.2M | 2.28% | −317−0.3% | Reduced |
| Ellis Investment Partners, LLC | 95,565 | $21.2M | 4.39% | −1,662−1.7% | Reduced |
| Arlington Financial Advisors, LLC | 95,484 | $21.2M | 3.73% | +4,706+5.2% | Added |
| Taylor Hoffman Capital Management LLC | 94,963 | $21.2M | 7.86% | −110.0% | Reduced |
| Copeland Capital Management, LLC | 95,375 | $21.2M | 0.42% | −2,091−2.1% | Reduced |
| Riverview Capital Advisers, LLC | 95,365 | $21.2M | 6.66% | −1,922−2.0% | Reduced |
| Marcum Wealth, LLC | 95,207 | $21.1M | 1.83% | +740+0.8% | Added |
| Peak Planning Group, LLC | 95,110 | $21.1M | 8.88% | −1,797−1.9% | Reduced |
| Sound Income Strategies, LLC | 94,972 | $21.1M | 1.25% | +6,220+7.0% | Added |
| Stevens Capital Management LP | 94,932 | $21.1M | 5.24% | +81,947+631.1% | Added |
| Perkins Coie Trust Co | 94,841 | $21.1M | 4.78% | +115+0.1% | Added |
| Intellus Advisors LLC | 94,778 | $21.1M | 3.68% | +5,137+5.7% | Added |
| Sava Infond d.o.o. | 94,690 | $21.0M | 4.01% | −15,780−14.3% | Reduced |
| Yukon Wealth Management, Inc. | 94,464 | $21.0M | 8.71% | +94,464 | New |
| Armstrong Advisory Group, Inc | 83,735 | $21.0M | 1.67% | 00.0% | Unchanged |
| bLong Financial, LLC | 94,392 | $21.0M | 18.61% | +224+0.2% | Added |
| Grandfield & Dodd, LLC | 94,278 | $20.9M | 1.30% | −129−0.1% | Reduced |
| Natural Investments, LLC | 94,258 | $20.9M | 5.94% | −540−0.6% | Reduced |
| Insight Advisors, LLC | 94,223 | $20.9M | 3.67% | −762−0.8% | Reduced |
| HFR Wealth Management, LLC | 93,744 | $20.8M | 5.07% | −1,419−1.5% | Reduced |
| Benedict Financial Advisors Inc | 93,742 | $20.8M | 4.83% | −4,686−4.8% | Reduced |
| Central Bank & Trust Co | 93,517 | $20.8M | 3.47% | +6,026+6.9% | Added |
| Canvas Wealth Advisors, LLC | 103,701 | $20.7M | 5.32% | +1,581+1.5% | Added |
| Roberts Wealth Advisors, LLC | 93,226 | $20.7M | 6.39% | −273−0.3% | Reduced |
| Ransom Advisory, Ltd | 93,164 | $20.7M | 10.22% | +2,705+3.0% | Added |
| Guyasuta Investment Advisors Inc | 93,131 | $20.7M | 1.35% | −3,134−3.3% | Reduced |
| D L Carlson Investment Group Inc | 93,068 | $20.7M | 3.97% | −9,432−9.2% | Reduced |
| Aquatic Capital Management LLC | 92,984 | $20.7M | 0.53% | −117,440−55.8% | Reduced |
| Simplicity Wealth,LLC | 92,962 | $20.6M | 1.61% | +50,780+120.4% | Added |
| GSG Advisors LLC | 103,781 | $20.6M | 6.78% | +2,295+2.3% | Added |
| Ballast Advisors LLC | 92,848 | $20.6M | 6.57% | −8,189−8.1% | Reduced |
| Covenant Asset Management, LLC | 92,710 | $20.6M | 5.18% | −717−0.8% | Reduced |
| NFJ Investment Group, LLC | 92,629 | $20.6M | 0.69% | −1,984−2.1% | Reduced |
| Absher Wealth Management, LLC | 92,619 | $20.6M | 2.70% | −1,725−1.8% | Reduced |
| Rench Wealth Management, Inc. | 92,431 | $20.5M | 7.09% | +206+0.2% | Added |
| Adams Asset Advisors, LLC | 92,249 | $20.5M | 2.81% | −1,777−1.9% | Reduced |
| First PREMIER Bank | 92,199 | $20.5M | 5.20% | −784−0.8% | Reduced |
| Bernard Wealth Management Corp. | 91,964 | $20.4M | 9.97% | −814−0.9% | Reduced |
| Mattern Wealth Management LLC | 91,834 | $20.4M | 4.51% | −10,974−10.7% | Reduced |
| EagleClaw Capital Managment, LLC | 91,614 | $20.4M | 3.20% | −4,519−4.7% | Reduced |
| O'Dell Group, LLC | 91,608 | $20.3M | 5.27% | −541−0.6% | Reduced |
| Belvedere Trading LLC | 91,585 | $20.3M | 1.76% | +91,585 | New |
| Chelsea Counsel Co | 91,476 | $20.3M | 11.05% | −3,186−3.4% | Reduced |
| Central Pacific Bank - Trust Division | 91,378 | $20.3M | 2.81% | +1,653+1.8% | Added |
| Lineweaver Wealth Advisors, LLC | 91,341 | $20.3M | 3.46% | −439−0.5% | Reduced |
| Werba Rubin Papier Wealth Management | 91,283 | $20.3M | 4.41% | −1,961−2.1% | Reduced |
| Bill Few Associates, Inc. | 91,228 | $20.3M | 7.24% | −387−0.4% | Reduced |
| Liberty Capital Management, Inc. | 91,163 | $20.2M | 4.51% | −692−0.8% | Reduced |
| Brave Asset Management Inc | 91,132 | $20.2M | 6.36% | −73−0.1% | Reduced |
| Guardian Asset Advisors, LLC | 90,879 | $20.2M | 13.17% | +108+0.1% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 90,891 | $20.2M | 3.08% | −303−0.3% | Reduced |
| Villere St Denis J & Co LLC | 90,882 | $20.2M | 1.95% | −3,577−3.8% | Reduced |
| Cordatus Wealth Management LLC | 90,837 | $20.2M | 5.54% | +3,489+4.0% | Added |
| Holcombe Financial, Inc. | 90,800 | $20.2M | 16.75% | −165−0.2% | Reduced |
| St. Clair Advisors, LLC | 90,733 | $20.2M | 5.65% | −1,843−2.0% | Reduced |
| Manitou Investment Management Ltd. | 90,665 | $20.1M | 3.91% | −50,175−35.6% | Reduced |
| HWG Holdings LP | 90,611 | $20.1M | 8.97% | −1,508−1.6% | Reduced |
| Onyx Bridge Wealth Group LLC | 90,460 | $20.1M | 2.88% | −1,972−2.1% | Reduced |
| Walter & Keenan Financial Consulting Co | 90,441 | $20.1M | 6.05% | +551+0.6% | Added |
| Evelyn Partners Investment Management Services Ltd | 90,396 | $20.1M | 3.29% | +5,499+6.5% | Added |
| Capital City Trust Co | 90,331 | $20.1M | 5.50% | −2,672−2.9% | Reduced |
| SkyOak Wealth, LLC | 90,167 | $20.0M | 4.39% | −2,410−2.6% | Reduced |
| Jackson Square Capital, LLC | 90,158 | $20.0M | 6.51% | −38,580−30.0% | Reduced |
| MBL Wealth, LLC | 89,997 | $20.0M | 2.03% | +1,810+2.1% | Added |
| Strategic Investment Advisors | 89,908 | $20.0M | 2.12% | +800+0.9% | Added |
| Chokshi & Queen Wealth Advisors, Inc | 89,902 | $20.0M | 13.23% | +212+0.2% | Added |
| NZS Capital, LLC | 89,823 | $20.0M | 0.90% | −72,006−44.5% | Reduced |
| Aries Wealth Management | 89,798 | $19.9M | 5.42% | −1,701−1.9% | Reduced |
| Accurate Wealth Management, LLC | 100,708 | $19.9M | 3.81% | −495−0.5% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 91,468 | $19.9M | 3.04% | −1,784−1.9% | Reduced |
| Isthmus Partners, LLC | 89,676 | $19.9M | 2.49% | −306−0.3% | Reduced |