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 |
|---|---|---|---|---|---|
| O'Brien Greene & Co. Inc | 58,254 | $12.9M | 4.34% | −902−1.5% | Reduced |
| First Community Trust NA | 58,227 | $12.9M | 11.32% | −276−0.5% | Reduced |
| Bridge Creek Capital Management LLC | 58,158 | $12.9M | 4.07% | −1,379−2.3% | Reduced |
| IMS Capital Management | 58,056 | $12.9M | 6.50% | −2,257−3.7% | Reduced |
| Texas Capital Bancshares Inc | 58,032 | $12.9M | 5.49% | +665+1.2% | Added |
| Wills Financial Group LLC | 58,016 | $12.9M | 5.71% | +58,016 | New |
| Richard P Slaughter Associates Inc | 57,991 | $12.9M | 3.01% | +34,868+150.8% | Added |
| Lafayette Investments, Inc. | 57,906 | $12.9M | 2.72% | −458−0.8% | Reduced |
| Opal Wealth Advisors, LLC | 57,869 | $12.9M | 3.96% | −2,353−3.9% | Reduced |
| EFG Asset Management (Americas) Corp. | 57,802 | $12.8M | 2.60% | −9,818−14.5% | Reduced |
| Tortoise Investment Management, LLC | 57,784 | $12.8M | 1.34% | −10,670−15.6% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 63,491 | $12.8M | 5.85% | −2,072−3.2% | Reduced |
| Quantbot Technologies LP | 57,680 | $12.8M | 0.41% | +57,680 | New |
| New Millennium Group LLC | 57,673 | $12.8M | 8.41% | +1,816+3.3% | Added |
| Polymer Capital Management (HK) LTD | 57,654 | $12.8M | 2.22% | +37,207+182.0% | Added |
| Timber Creek Capital Management LLC | 57,641 | $12.8M | 3.41% | +129+0.2% | Added |
| Fourth Dimension Wealth, LLC | 57,564 | $12.8M | 6.18% | +7,220+14.3% | Added |
| Millstone Evans Group, LLC | 57,525 | $12.8M | 8.67% | +739+1.3% | Added |
| Oak Harbor Wealth Partners, LLC | 57,493 | $12.8M | 3.65% | −1,702−2.9% | Reduced |
| Northside Capital Management, LLC | 57,388 | $12.7M | 2.07% | −522−0.9% | Reduced |
| Capital Advantage, Inc. | 50,895 | $12.7M | 2.32% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 57,301 | $12.7M | 4.60% | −601−1.0% | Reduced |
| Strategy Asset Managers LLC | 57,269 | $12.7M | 2.62% | −1,313−2.2% | Reduced |
| Potentia Wealth | 57,267 | $12.7M | 5.96% | −65−0.1% | Reduced |
| Acorn Financial Advisory Services Inc | 57,205 | $12.7M | 2.30% | −13,237−18.8% | Reduced |
| Harbour Capital Advisors, LLC | 62,519 | $12.7M | 3.14% | −4,723−7.0% | Reduced |
| Wescott Financial Advisory Group, LLC | 57,154 | $12.7M | 1.32% | −928−1.6% | Reduced |
| Boston Research & Management Inc | 57,146 | $12.7M | 3.10% | −519−0.9% | Reduced |
| High Falls Advisors, Inc | 57,072 | $12.7M | 2.98% | +1,049+1.9% | Added |
| Abundance Wealth Counselors | 57,647 | $12.7M | 2.65% | +613+1.1% | Added |
| Prosperity Financial Group, Inc. | 56,989 | $12.7M | 6.31% | −705−1.2% | Reduced |
| Buckhead Capital Management LLC | 56,817 | $12.6M | 4.05% | −1,211−2.1% | Reduced |
| Sovereign Financial Group, Inc. | 56,809 | $12.6M | 2.91% | +2,593+4.8% | Added |
| EFG Asset Management (North America) Corp. | 56,780 | $12.6M | 2.10% | −31,994−36.0% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 56,743 | $12.6M | 8.61% | −3,521−5.8% | Reduced |
| Inspirion Wealth Advisors, LLC | 56,736 | $12.6M | 1.75% | −532−0.9% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 56,750 | $12.6M | 1.03% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 56,631 | $12.6M | 2.96% | −1,308−2.3% | Reduced |
| Alkeon Capital Management LLC | 56,627 | $12.6M | 0.07% | 00.0% | Unchanged |
| Soundwatch Capital LLC | 56,597 | $12.6M | 5.73% | −6,851−10.8% | Reduced |
| Redhawk Wealth Advisors, Inc. | 56,501 | $12.6M | 1.69% | −445−0.8% | Reduced |
| Freemont Management S.A. | 56,400 | $12.5M | 4.92% | +1,400+2.5% | Added |
| Bellevue Asset Management, LLC | 56,396 | $12.5M | 6.83% | −518−0.9% | Reduced |
| Ervin Investment Management, LLC | 56,385 | $12.5M | 8.45% | −1,756−3.0% | Reduced |
| Blue Edge Capital, LLC | 56,371 | $12.5M | 2.01% | −3,744−6.2% | Reduced |
| Channel Wealth LLC | 56,352 | $12.5M | 3.89% | −2,464−4.2% | Reduced |
| Promethium Advisors,llc | 56,322 | $12.5M | 8.01% | +1,088+2.0% | Added |
| Vanguard Capital Wealth Advisors | 56,273 | $12.5M | 15.28% | −2,192−3.7% | Reduced |
| Capital Advisors Wealth Management, LLC | 56,188 | $12.5M | 2.21% | +3,244+6.1% | Added |
| TLW Wealth Management, LLC | 56,171 | $12.5M | 7.49% | +627+1.1% | Added |
| St. Nicholas Private Asset Management, Inc | 56,093 | $12.5M | 11.81% | −1,736−3.0% | Reduced |
| Clearwater Capital Advisors, LLC | 56,070 | $12.5M | 1.20% | −616−1.1% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 55,972 | $12.4M | 6.19% | −1,081−1.9% | Reduced |
| Lederer & Associates Investment Counsel | 55,967 | $12.4M | 9.10% | +1,360+2.5% | Added |
| Marathon Capital Management | 55,935 | $12.4M | 3.31% | −1,854−3.2% | Reduced |
| Cladis Investment Advisory, LLC | 55,859 | $12.4M | 8.98% | −400−0.7% | Reduced |
| Thrive Wealth Management, LLC | 55,836 | $12.4M | 2.37% | −1,609−2.8% | Reduced |
| Sculati Wealth Management, LLC | 55,780 | $12.4M | 5.01% | −2,927−5.0% | Reduced |
| Vicus Capital | 55,768 | $12.4M | 1.15% | −2,253−3.9% | Reduced |
| Seamount Financial Group Inc | 55,723 | $12.4M | 8.42% | +1,781+3.3% | Added |
| SummitTX Capital, L.P. | 55,688 | $12.4M | 0.55% | +55,688 | New |
| Asio Capital, LLC | 55,653 | $12.4M | 2.39% | −180.0% | Reduced |
| Garden State Investment Advisory Services LLC | 55,753 | $12.4M | 3.96% | −2,016−3.5% | Reduced |
| Rock Point Advisors, LLC | 55,622 | $12.4M | 3.81% | −419−0.7% | Reduced |
| Clay Northam Wealth Management, LLC | 55,615 | $12.4M | 8.64% | −1,228−2.2% | Reduced |
| Accretive Wealth Partners, LLC | 62,212 | $12.3M | 4.36% | +41,329+197.9% | Added |
| My Personal CFO, LLC | 55,515 | $12.3M | 6.21% | +30,672+123.5% | Added |
| Roehl & Yi Investment Advisors, LLC | 55,440 | $12.3M | 6.68% | +200+0.4% | Added |
| West Wealth Group, LLC | 55,098 | $12.3M | 3.64% | +5,917+12.0% | Added |
| Invesco, LLC | 55,361 | $12.3M | 5.05% | +1,951+3.7% | Added |
| Sweeney & Michel, LLC | 71,320 | $12.3M | 5.38% | +71,320 | New |
| Parisi Gray Wealth Management | 55,352 | $12.3M | 4.01% | +1,816+3.4% | Added |
| Carmel Capital Management L.L.C. | 55,272 | $12.3M | 4.99% | −140−0.3% | Reduced |
| Pacifica Partners Inc. | 60,437 | $12.3M | 5.60% | −1,042−1.7% | Reduced |
| Gladius Capital Management LP | 55,253 | $12.3M | 12.11% | −33,838−38.0% | Reduced |
| Abbot Financial Management, Inc. | 55,137 | $12.2M | 6.35% | −897−1.6% | Reduced |
| Gardner Lewis Asset Management L P | 55,128 | $12.2M | 2.95% | −3,620−6.2% | Reduced |
| Horizon Wealth Management, LLC | 55,115 | $12.2M | 2.06% | −324−0.6% | Reduced |
| CVA Family Office, LLC | 55,045 | $12.2M | 1.87% | +971+1.8% | Added |
| Canopy Partners, LLC | 54,967 | $12.2M | 4.76% | −1,070−1.9% | Reduced |
| Wrapmanager Inc | 54,919 | $12.2M | 3.21% | +517+1.0% | Added |
| Somerset Trust Co | 54,840 | $12.2M | 4.34% | +880+1.6% | Added |
| Hazlett, Burt & Watson, Inc. | 54,732 | $12.2M | 5.46% | −1,108−2.0% | Reduced |
| Alhambra Investment Partners LLC | 54,723 | $12.2M | 6.26% | −218−0.4% | Reduced |
| WealthBridge Capital Management, LLC | 54,706 | $12.2M | 3.43% | −579−1.0% | Reduced |
| Revisor Wealth Management LLC | 54,681 | $12.1M | 5.40% | −9,189−14.4% | Reduced |
| Fairfield Financial Advisors, LTD | 54,678 | $12.1M | 4.58% | +609+1.1% | Added |
| Wimmer Associates 1, LLC | 57,021 | $12.1M | 6.40% | −3,211−5.3% | Reduced |
| Reuter James Wealth Management, LLC | 54,481 | $12.1M | 2.11% | −273−0.5% | Reduced |
| Foster Victor Wealth Advisors, LLC | 61,056 | $12.1M | 0.97% | +3,103+5.4% | Added |
| Bonness Enterprises Inc | 54,440 | $12.1M | 3.95% | 00.0% | Unchanged |
| American Investment Services, Inc. | 54,409 | $12.1M | 2.13% | +54+0.1% | Added |
| Castle Rock Wealth Management, LLC | 54,276 | $12.1M | 3.26% | −8,827−14.0% | Reduced |
| Wealth Advisory Solutions, LLC | 54,194 | $12.0M | 3.19% | −12,320−18.5% | Reduced |
| Linden Thomas Advisory Services, LLC | 54,181 | $12.0M | 1.56% | +3,581+7.1% | Added |
| Satovsky Asset Management LLC | 53,804 | $12.0M | 2.69% | −2,923−5.2% | Reduced |
| Kessler Investment Group, LLC | 54,151 | $12.0M | 5.87% | +2,557+5.0% | Added |
| Bourgeon Capital Management LLC | 54,149 | $12.0M | 2.59% | −30.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 54,126 | $12.0M | 3.43% | +3,449+6.8% | Added |
| Fortis Capital Management LLC | 54,110 | $12.0M | 2.34% | +964+1.8% | Added |