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 |
|---|---|---|---|---|---|
| Chatham Capital Group, Inc. | 81,211 | $18.0M | 3.01% | −604−0.7% | Reduced |
| Gifford Fong Associates | 81,169 | $18.0M | 4.49% | 00.0% | Unchanged |
| Tradewinds, LLC. | 81,069 | $18.0M | 5.08% | −236−0.3% | Reduced |
| O'Rourke & Company, Inc | 50,913 | $18.0M | 8.92% | −32,344−38.8% | Reduced |
| Investment Research & Advisory Group, Inc. | 80,907 | $18.0M | 7.56% | −1,422−1.7% | Reduced |
| Richard C. Young & CO., LTD. | 80,856 | $18.0M | 1.93% | +646+0.8% | Added |
| Once Capital Management, LLC | 80,850 | $18.0M | 8.20% | +17,400+27.4% | Added |
| Consolidated Planning Corp | 80,783 | $17.9M | 2.47% | +3,793+4.9% | Added |
| Cerro Pacific Wealth Advisors LLC | 71,596 | $17.9M | 5.83% | −394−0.5% | Reduced |
| Harbor Capital Advisors, Inc. | 80,684 | $17.9M | 0.82% | −5,032−5.9% | Reduced |
| Berkshire Bank | 80,666 | $17.9M | 4.37% | −8,914−10.0% | Reduced |
| FLC Capital Advisors | 80,491 | $17.9M | 4.01% | +7,450+10.2% | Added |
| Interchange Capital Partners, LLC | 80,430 | $17.9M | 5.01% | +39,990+98.9% | Added |
| Iowa State Bank | 80,367 | $17.9M | 3.79% | +2,345+3.0% | Added |
| Puzo Michael J | 80,266 | $17.8M | 5.11% | −3,543−4.2% | Reduced |
| Horan Capital Advisors, LLC. | 80,257 | $17.8M | 6.01% | +2,049+2.6% | Added |
| Ironvine Capital Partners, LLC | 80,186 | $17.8M | 1.93% | −165−0.2% | Reduced |
| Wolverine Asset Management LLC | 80,131 | $17.8M | 0.35% | +75,826+1,761.3% | Added |
| Cidel Asset Management Inc | 80,110 | $17.8M | 1.16% | −2,361−2.9% | Reduced |
| M1 Capital Management LLC | 79,909 | $17.8M | 11.10% | +428+0.5% | Added |
| SS&H Financial Advisors, Inc. | 79,866 | $17.7M | 6.62% | −870−1.1% | Reduced |
| Acropolis Investment Management, LLC | 79,801 | $17.7M | 1.05% | −170−0.2% | Reduced |
| SeaBridge Investment Advisors LLC | 79,703 | $17.7M | 3.82% | −6,856−7.9% | Reduced |
| Avalon Global Asset Management LLC | 79,580 | $17.7M | 6.00% | +1,260+1.6% | Added |
| Cantor Fitzgerald, L. P. | 79,558 | $17.7M | 0.66% | +53,535+205.7% | Added |
| Aragon Global Management, LP | 79,403 | $17.6M | 6.78% | 00.0% | Unchanged |
| Bell Asset Management Ltd | 79,382 | $17.6M | 3.24% | +11,951+17.7% | Added |
| Aviso Wealth Management | 79,370 | $17.6M | 9.37% | −1,184−1.5% | Reduced |
| Duncker Streett & Co Inc | 79,310 | $17.6M | 3.49% | −1,700−2.1% | Reduced |
| Crescent Grove Advisors, LLC | 79,048 | $17.6M | 1.83% | −1,619−2.0% | Reduced |
| WealthTrust Axiom LLC | 78,792 | $17.5M | 5.33% | −1,139−1.4% | Reduced |
| Chancellor Financial Group WB LP | 78,726 | $17.5M | 14.53% | −1,996−2.5% | Reduced |
| ProVise Management Group, LLC | 78,710 | $17.5M | 1.48% | −2,698−3.3% | Reduced |
| Iyo Bank, Ltd. | 78,680 | $17.5M | 5.63% | +11,990+18.0% | Added |
| United Capital Management of KS, Inc. | 78,600 | $17.5M | 3.61% | −400−0.5% | Reduced |
| Coleford Investment Management Ltd. | 78,578 | $17.5M | 4.90% | −1,357−1.7% | Reduced |
| Dover Advisors, LLC | 78,540 | $17.4M | 7.60% | +24,403+45.1% | Added |
| Austin Private Wealth, LLC | 78,481 | $17.4M | 1.57% | +1,513+2.0% | Added |
| New Capital Management LP | 78,411 | $17.4M | 5.00% | −4,210−5.1% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 78,317 | $17.4M | 2.26% | −1,692−2.1% | Reduced |
| Janney Capital Management LLC | 78,299 | $17.4M | 1.20% | −2,904−3.6% | Reduced |
| Knightsbridge Asset Management, LLC | 78,273 | $17.4M | 4.46% | +459+0.6% | Added |
| Neumann Capital Management, LLC | 78,266 | $17.4M | 6.01% | +1,189+1.5% | Added |
| Allegheny Financial Group LTD | 78,247 | $17.4M | 4.46% | +238+0.3% | Added |
| Empirical Asset Management, LLC | 78,156 | $17.4M | 5.92% | −532,286−87.2% | Reduced |
| Monterey Private Wealth, Inc. | 78,143 | $17.4M | 5.11% | −335−0.4% | Reduced |
| Mission Creek Capital Partners, Inc. | 96,097 | $17.4M | 4.21% | −12,964−11.9% | Reduced |
| Fortis Capital Advisors, LLC | 78,070 | $17.3M | 3.52% | +3,052+4.1% | Added |
| CapWealth Advisors, LLC | 77,992 | $17.3M | 1.88% | −213−0.3% | Reduced |
| Bank of New Hampshire | 77,984 | $17.3M | 4.53% | −2,419−3.0% | Reduced |
| Overbrook Management Corp | 77,929 | $17.3M | 4.06% | −4,362−5.3% | Reduced |
| Nikulski Financial, Inc. | 77,919 | $17.3M | 5.23% | +589+0.8% | Added |
| Mattern Capital Management, LLC | 77,684 | $17.3M | 2.20% | −4,754−5.8% | Reduced |
| Eagle Rock Investment Company, LLC | 77,480 | $17.2M | 2.95% | −1,804−2.3% | Reduced |
| Crews Bank & Trust | 77,395 | $17.2M | 2.93% | −803−1.0% | Reduced |
| Leonteq Securities AG | 77,509 | $17.2M | 1.31% | −27,520−26.2% | Reduced |
| High Note Wealth, LLC | 77,246 | $17.2M | 4.25% | −779−1.0% | Reduced |
| Cim, LLC | 77,209 | $17.2M | 2.55% | −6,177−7.4% | Reduced |
| Argonautica Private Wealth Management, Inc | 77,129 | $17.1M | 5.89% | −936−1.2% | Reduced |
| Alta Advisers Ltd | 77,080 | $17.1M | 7.29% | +26,630+52.8% | Added |
| Global Endowment Management, LP | 77,012 | $17.1M | 2.22% | −6,628−7.9% | Reduced |
| Live Oak Private Wealth LLC | 76,835 | $17.1M | 2.77% | −745−1.0% | Reduced |
| Flynn Zito Capital Management, LLC | 76,807 | $17.1M | 7.83% | −4,245−5.2% | Reduced |
| McDonough Capital Management, Inc | 76,710 | $17.0M | 11.13% | +909+1.2% | Added |
| Charter Oak Capital Management, LLC | 76,690 | $17.0M | 1.56% | −2,809−3.5% | Reduced |
| National Philanthropic Trust | 76,681 | $17.0M | 0.28% | −4,554−5.6% | Reduced |
| Portfolio Design Labs, LLC | 76,590 | $17.0M | 3.51% | −22,798−22.9% | Reduced |
| Meridian Investment Counsel Inc. | 76,540 | $17.0M | 5.01% | −122−0.2% | Reduced |
| ICONIQ Capital, LLC | 76,535 | $17.0M | 0.30% | +10,392+15.7% | Added |
| Parkside Investments, LLC | 76,533 | $17.0M | 2.50% | +26,500+53.0% | Added |
| McLean Asset Management Corp | 98,510 | $17.0M | 5.61% | +37,124+60.5% | Added |
| Hamilton Capital Partners, LLC | 76,426 | $17.0M | 10.76% | +29,569+63.1% | Added |
| UMA Financial Services, Inc. | 76,375 | $17.0M | 2.92% | +188+0.2% | Added |
| Gradient Capital Advisors, LLC | 76,347 | $17.0M | 5.53% | −3,209−4.0% | Reduced |
| Atlas Capital Advisors LLC | 76,257 | $16.9M | 2.12% | −1,956−2.5% | Reduced |
| Papamarkou Wellner Asset Management inc. | 76,246 | $16.9M | 11.80% | −1,559−2.0% | Reduced |
| IPG Investment Advisors LLC | 76,155 | $16.9M | 3.83% | +2,644+3.6% | Added |
| TFG Advisers LLC | 76,090 | $16.9M | 6.13% | −812−1.1% | Reduced |
| Atlas Brown,Inc. | 76,008 | $16.9M | 5.92% | +635+0.8% | Added |
| Liberty Square Wealth Partners LLC | 75,991 | $16.9M | 6.44% | +2,043+2.8% | Added |
| Certified Advisory Corp | 75,926 | $16.9M | 1.91% | −1,887−2.4% | Reduced |
| Humankind Investments LLC | 75,803 | $16.8M | 4.37% | −1,196−1.6% | Reduced |
| Quotient Wealth Partners, LLC | 75,776 | $16.8M | 0.54% | +107+0.1% | Added |
| Northstar Asset Management Inc | 75,649 | $16.8M | 4.97% | −16,952−18.3% | Reduced |
| Fermata Advisors, LLC | 75,589 | $16.8M | 3.04% | +10,102+15.4% | Added |
| Keebeck Wealth Management, LLC | 75,543 | $16.8M | 2.48% | −2,264−2.9% | Reduced |
| Ifrah Financial Services, Inc. | 75,495 | $16.8M | 4.82% | −506−0.7% | Reduced |
| WBH Advisory Inc | 75,446 | $16.8M | 1.56% | −1,148−1.5% | Reduced |
| LRI Investments, LLC | 75,437 | $16.8M | 1.62% | −1,477−1.9% | Reduced |
| Hamel Associates, Inc. | 75,415 | $16.8M | 5.69% | −2,022−2.6% | Reduced |
| Wealth Group, Ltd. | 75,340 | $16.7M | 10.85% | +1,344+1.8% | Added |
| Optas, LLC | 75,303 | $16.7M | 2.91% | −4,922−6.1% | Reduced |
| Schubert & Co | 75,290 | $16.7M | 11.46% | +1,549+2.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 75,284 | $16.7M | 5.70% | +4,700+6.7% | Added |
| RFP Financial Group LLC | 75,221 | $16.7M | 6.72% | +607+0.8% | Added |
| McDonald Partners LLC | 74,981 | $16.7M | 4.34% | −3,319−4.2% | Reduced |
| Ring Mountain Capital, LLC | 75,008 | $16.7M | 12.51% | +572+0.8% | Added |
| Alpha Omega Wealth Management LLC | 74,944 | $16.6M | 3.18% | +148+0.2% | Added |
| KLCM Advisors, Inc. | 74,912 | $16.6M | 1.95% | −2,919−3.8% | Reduced |
| Concord Wealth Partners | 74,789 | $16.6M | 2.73% | −4,314−5.5% | Reduced |