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 |
|---|---|---|---|---|---|
| Vertex Planning Partners, LLC | 89,662 | $19.9M | 4.35% | −116−0.1% | Reduced |
| Nikko Asset Management Americas, Inc. | 89,465 | $19.9M | 0.26% | −18,499−17.1% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 89,402 | $19.9M | 9.68% | −955−1.1% | Reduced |
| Tenere Capital LLC | 89,320 | $19.8M | 5.46% | +8,989+11.2% | Added |
| Founders Financial Securities LLC | 94,359 | $19.8M | 1.68% | +17,795+23.2% | Added |
| Archford Capital Strategies, LLC | 89,170 | $19.8M | 2.90% | +16,302+22.4% | Added |
| Toth Financial Advisory Corp | 89,159 | $19.8M | 2.39% | −3,040−3.3% | Reduced |
| McCollum Christoferson Group LLC | 89,073 | $19.8M | 6.04% | −1,196−1.3% | Reduced |
| Martin Investment Management, LLC | 89,066 | $19.8M | 4.99% | −352−0.4% | Reduced |
| N.E.W. Advisory Services LLC | 89,036 | $19.8M | 1.51% | +21,990+32.8% | Added |
| STF Management LP | 88,961 | $19.8M | 9.49% | +684+0.8% | Added |
| Financial Advocates Investment Management | 88,865 | $19.7M | 1.39% | −263,829−74.8% | Reduced |
| Sax Wealth Advisors, LLC | 88,774 | $19.7M | 1.41% | +1,222+1.4% | Added |
| Guardian Investment Management | 88,740 | $19.7M | 16.85% | −7,129−7.4% | Reduced |
| Westbourne Investment Advisors, Inc. | 88,643 | $19.7M | 6.99% | −815−0.9% | Reduced |
| Riversedge Advisors, LLC | 88,574 | $19.7M | 4.39% | −4,249−4.6% | Reduced |
| Sterneck Capital Management, LLC | 88,309 | $19.6M | 10.60% | −2,573−2.8% | Reduced |
| Atlantic Trust, LLC | 88,276 | $19.6M | 4.36% | −96−0.1% | Reduced |
| Levin Capital Strategies, L.P. | 88,218 | $19.6M | 2.08% | +457+0.5% | Added |
| Great Lakes Retirement, Inc. | 88,211 | $19.6M | 2.57% | +2,953+3.5% | Added |
| Tairen Capital Ltd | 87,900 | $19.5M | 1.29% | +87,900 | New |
| Breakwater Capital Group | 87,873 | $19.5M | 3.48% | +3,281+3.9% | Added |
| SFE Investment Counsel | 87,861 | $19.5M | 3.90% | +2,930+3.4% | Added |
| Lathrop Investment Management Corp | 87,848 | $19.5M | 3.87% | −2,573−2.8% | Reduced |
| BNC Wealth Management, LLC | 87,834 | $19.5M | 7.03% | −1,604−1.8% | Reduced |
| Paragon Capital Management LLC | 87,833 | $19.5M | 11.16% | −3,097−3.4% | Reduced |
| BCJ Capital Management, LLC | 87,768 | $19.5M | 1.41% | +449+0.5% | Added |
| Davy Global Fund Management Ltd | 87,640 | $19.5M | 2.29% | +7,139+8.9% | Added |
| Round Rock Advisors, LLC | 87,573 | $19.5M | 3.61% | −10,089−10.3% | Reduced |
| Blume Capital Management, Inc. | 87,565 | $19.5M | 4.35% | +4,800+5.8% | Added |
| Rheos Capital Works Inc. | 87,500 | $19.4M | 1.58% | +23,000+35.7% | Added |
| Generali Investments, Management Co LLC | 87,483 | $19.4M | 5.53% | −33,703−27.8% | Reduced |
| Act Two Investors LLC | 87,464 | $19.4M | 4.12% | −6,065−6.5% | Reduced |
| Ipswich Investment Management Co., Inc. | 87,418 | $19.4M | 4.82% | −1,270−1.4% | Reduced |
| Moloney Securities Asset Management, LLC | 87,364 | $19.4M | 2.62% | −9,470−9.8% | Reduced |
| Moss Adams Wealth Advisors LLC | 87,344 | $19.4M | 2.04% | +6,282+7.7% | Added |
| Mezzasalma Advisors, LLC | 87,329 | $19.4M | 6.70% | −876−1.0% | Reduced |
| Anderson Hoagland & Co | 112,222 | $19.3M | 2.29% | −26,798−19.3% | Reduced |
| Kapstone Financial Advisors LLC | 86,974 | $19.3M | 10.93% | −3,156−3.5% | Reduced |
| CV Advisors LLC | 87,084 | $19.3M | 6.79% | +2,514+3.0% | Added |
| Westhampton Capital, LLC | 86,889 | $19.3M | 10.53% | −1,686−1.9% | Reduced |
| Optimum Investment Advisors | 86,745 | $19.3M | 9.07% | −774−0.9% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 86,722 | $19.3M | 1.58% | −4,773−5.2% | Reduced |
| Hoey Investments, Inc | 86,709 | $19.3M | 3.82% | −8,399−8.8% | Reduced |
| Stonebridge Capital Management Inc | 86,688 | $19.3M | 8.32% | −4,100−4.5% | Reduced |
| Mayflower Financial Advisors, LLC | 86,526 | $19.2M | 2.92% | −2,600−2.9% | Reduced |
| Osher Van de Voorde Investment Management | 86,281 | $19.2M | 4.33% | −900−1.0% | Reduced |
| AIMZ Investment Advisors, LLC | 86,220 | $19.2M | 6.69% | −124−0.1% | Reduced |
| MCF Advisors LLC | 86,058 | $19.1M | 1.38% | −2,804−3.2% | Reduced |
| Wealth Effects LLC | 86,018 | $19.1M | 8.03% | −1,837−2.1% | Reduced |
| Clear Street Markets LLC | 85,900 | $19.1M | 13.23% | +85,900 | New |
| Bremer Bank National Association | 85,676 | $19.0M | 3.39% | +4,838+6.0% | Added |
| Trust Co of the South | 85,662 | $19.0M | 3.98% | −4,039−4.5% | Reduced |
| JSF Financial, LLC | 85,573 | $19.0M | 5.01% | −537−0.6% | Reduced |
| Crane Advisory, LLC | 95,536 | $18.9M | 3.42% | +14,957+18.6% | Added |
| Relyea Zuckerberg Hanson LLC | 85,127 | $18.9M | 2.55% | −2,098−2.4% | Reduced |
| Legacy Trust | 85,083 | $18.9M | 4.56% | −419−0.5% | Reduced |
| MV Capital Management, Inc. | 85,077 | $18.9M | 2.03% | −3,267−3.7% | Reduced |
| Carroll Investors, Inc | 85,097 | $18.9M | 12.57% | −1,765−2.0% | Reduced |
| Coastal Investment Advisors, Inc. | 84,843 | $18.8M | 8.59% | −5,125−5.7% | Reduced |
| DF Dent & Co Inc | 84,801 | $18.8M | 0.25% | −8,825−9.4% | Reduced |
| Harbor Island Capital LLC | 84,515 | $18.8M | 9.30% | −12,770−13.1% | Reduced |
| BFSG, LLC | 84,464 | $18.8M | 2.28% | −8,733−9.4% | Reduced |
| Inlet Private Wealth, LLC | 84,235 | $18.7M | 4.86% | −850−1.0% | Reduced |
| Stonebrook Private Inc. | 84,216 | $18.7M | 4.86% | +1,322+1.6% | Added |
| Jain Global LLC | 84,138 | $18.7M | 0.38% | +84,138 | New |
| Founders Capital Management, LLC | 84,095 | $18.7M | 3.44% | +1,802+2.2% | Added |
| Laird Norton Trust Company, LLC | 83,988 | $18.7M | 3.00% | −18,652−18.2% | Reduced |
| Cardinal Capital Management | 83,759 | $18.6M | 2.88% | −218−0.3% | Reduced |
| Diversified Enterprises, LLC | 83,750 | $18.6M | 1.57% | +17,764+26.9% | Added |
| Westside Investment Management, Inc. | 83,082 | $18.5M | 3.94% | −3,700−4.3% | Reduced |
| Union Heritage Capital, LLC | 83,238 | $18.5M | 6.88% | 00.0% | Unchanged |
| Atlas Wealth LLC | 83,087 | $18.5M | 7.20% | −2,581−3.0% | Reduced |
| Pegasus Asset Management, Inc. | 83,059 | $18.4M | 7.39% | −1,772−2.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 83,015 | $18.4M | 1.59% | −12,538−13.1% | Reduced |
| First Interstate Bank | 82,968 | $18.4M | 1.10% | −4,237−4.9% | Reduced |
| Ofc Financial Planning, LLC | 82,799 | $18.4M | 20.81% | −374−0.4% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 82,770 | $18.4M | 1.48% | −6,440−7.2% | Reduced |
| GeoWealth Management, LLC | 82,702 | $18.4M | 0.74% | −29,188−26.1% | Reduced |
| Nicollet Investment Management, Inc. | 82,625 | $18.4M | 6.45% | +1,400+1.7% | Added |
| Marex Group plc | 82,587 | $18.3M | 0.35% | −436,358−84.1% | Reduced |
| Strategic Planning, Inc. | 82,547 | $18.3M | 10.34% | +82,547 | New |
| Legacy Financial Advisors, Inc. | 82,543 | $18.3M | 3.07% | +2,361+2.9% | Added |
| Greystone Financial Group, LLC | 82,479 | $18.3M | 3.33% | −1,122−1.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 82,391 | $18.3M | 2.75% | +4,571+5.9% | Added |
| Fort Point Capital Partners LLC | 82,346 | $18.3M | 2.04% | −1,694−2.0% | Reduced |
| Cypress Capital Management LLC (WY) | 82,242 | $18.3M | 21.83% | −701−0.8% | Reduced |
| Kozak & Associates, Inc. | 90,204 | $18.3M | 4.56% | +925+1.0% | Added |
| Raab & Moskowitz Asset Management LLC | 82,220 | $18.3M | 4.59% | −3,485−4.1% | Reduced |
| Resonant Capital Advisors, LLC | 82,118 | $18.2M | 1.27% | +2,151+2.7% | Added |
| Montis Financial, LLC | 82,054 | $18.2M | 5.36% | −16,625−16.8% | Reduced |
| Fusion Capital, LLC | 82,011 | $18.2M | 6.94% | −1,868−2.2% | Reduced |
| Centurion Wealth Management LLC | 72,746 | $18.2M | 5.70% | 00.0% | Unchanged |
| 111 Capital | 81,671 | $18.1M | 3.50% | −1,731−2.1% | Reduced |
| Cahill Financial Advisors Inc | 81,667 | $18.1M | 2.47% | +207+0.3% | Added |
| CLG LLC | 81,640 | $18.1M | 6.29% | −12,214−13.0% | Reduced |
| Diligent Investors, LLC | 81,590 | $18.1M | 4.41% | −1,587−1.9% | Reduced |
| Guardian Partners Inc. | 88,554 | $18.1M | 1.87% | −2,822−3.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 81,566 | $18.1M | 4.40% | +470+0.6% | Added |
| Twin Lakes Capital Management, LLC | 81,563 | $18.1M | 12.21% | −743−0.9% | Reduced |