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 11 sales; 6,152 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 | 6,152 | $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 |
|---|---|---|---|---|---|
| Brass Tax Wealth Management, Inc | 49,623 | $11.0M | 2.32% | −462−0.9% | Reduced |
| Rede Wealth, LLC | 49,612 | $11.0M | 3.89% | −58−0.1% | Reduced |
| Sheets Smith Wealth Management | 49,608 | $11.0M | 1.37% | −7,431−13.0% | Reduced |
| Bienville Capital Management, LLC | 49,601 | $11.0M | 2.67% | −2,027−3.9% | Reduced |
| Crowley Wealth Management, Inc. | 49,535 | $11.0M | 10.48% | −263−0.5% | Reduced |
| Stansberry Asset Management, LLC | 49,514 | $11.0M | 1.32% | +1,085+2.2% | Added |
| Beacon Capital Management, LLC | 49,402 | $11.0M | 1.48% | −2,112−4.1% | Reduced |
| Eqis Capital Management, Inc. | 49,391 | $11.0M | 0.92% | +182+0.4% | Added |
| BankPlus Trust Department | 49,375 | $11.0M | 3.66% | −994−2.0% | Reduced |
| Caas Capital Management LP | 49,336 | $11.0M | 5.19% | +49,336 | New |
| Fox Hill Wealth Management | 49,241 | $10.9M | 6.46% | −910−1.8% | Reduced |
| Family Capital Trust Co | 49,219 | $10.9M | 3.92% | −120.0% | Reduced |
| Searcy Financial Services Inc | 48,996 | $10.9M | 4.71% | +978+2.0% | Added |
| Prosperitas Financial LLC | 48,920 | $10.9M | 5.62% | +677+1.4% | Added |
| Slagle Financial, LLC | 48,901 | $10.9M | 4.82% | +429+0.9% | Added |
| RPg Family Wealth Advisory, LLC | 48,897 | $10.9M | 3.09% | +210.0% | Added |
| Cherry Creek Investment Advisors, Inc. | 48,876 | $10.9M | 5.65% | −3,031−5.8% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 48,805 | $10.8M | 3.85% | −1,702−3.4% | Reduced |
| Versant Capital Management, Inc | 48,710 | $10.8M | 1.82% | +19,147+64.8% | Added |
| SOL Capital Management CO | 48,617 | $10.8M | 1.19% | −3,676−7.0% | Reduced |
| Vista Investment Partners LLC | 48,615 | $10.8M | 3.29% | +1,624+3.5% | Added |
| Roberts Capital Advisors, LLC | 48,578 | $10.8M | 9.46% | −7,396−13.2% | Reduced |
| Garrett Wealth Advisory Group, LLC | 48,548 | $10.8M | 2.41% | −350−0.7% | Reduced |
| MTM Investment Management, LLC | 48,267 | $10.8M | 4.16% | −992−2.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 48,440 | $10.8M | 5.93% | −2,990−5.8% | Reduced |
| Financial Council Asset Management Inc | 48,436 | $10.8M | 5.80% | −1,841−3.7% | Reduced |
| Carl P. Sherr & Co., LLC | 48,362 | $10.7M | 5.88% | −386−0.8% | Reduced |
| Sandhill Capital Partners LLC | 48,325 | $10.7M | 0.88% | −197−0.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 48,279 | $10.7M | 5.10% | −1,899−3.8% | Reduced |
| Central Valley Advisors, LLC | 48,202 | $10.7M | 4.06% | −12,489−20.6% | Reduced |
| Savoie Capital LLC | 42,752 | $10.7M | 1.28% | 00.0% | Unchanged |
| Peninsula Asset Management Inc | 48,176 | $10.7M | 5.94% | −830−1.7% | Reduced |
| Stokes Capital Advisors, LLC | 48,114 | $10.7M | 2.72% | +370+0.8% | Added |
| Laraway Financial Inc | 48,111 | $10.7M | 8.49% | −203−0.4% | Reduced |
| Benson Investment Management Company, Inc. | 48,082 | $10.7M | 4.65% | −5,755−10.7% | Reduced |
| Garrett Investment Advisors LLC | 48,080 | $10.7M | 1.05% | −15,941−24.9% | Reduced |
| Greater Midwest Financial Group, LLC | 48,030 | $10.7M | 7.44% | −6,157−11.4% | Reduced |
| Old Point Trust & Financial Services N A | 47,989 | $10.7M | 3.74% | −1,539−3.1% | Reduced |
| Valley Brook Capital Group | 47,971 | $10.7M | 8.36% | −2,403−4.8% | Reduced |
| Yoder Wealth Management, Inc. | 47,968 | $10.7M | 6.00% | −661−1.4% | Reduced |
| Wealth Alliance Advisory Group, LLC | 47,919 | $10.6M | 2.21% | −4,918−9.3% | Reduced |
| Peoples Financial Services Corp. | 47,891 | $10.6M | 5.11% | −4,408−8.4% | Reduced |
| Modus Advisors, LLC | 47,813 | $10.6M | 3.48% | −212−0.4% | Reduced |
| Sage Rhino Capital LLC | 47,803 | $10.6M | 2.46% | −1,176−2.4% | Reduced |
| VCI Wealth Management LLC | 47,715 | $10.6M | 4.45% | +1,986+4.3% | Added |
| Brentview Investment Management LLC | 47,697 | $10.6M | 5.64% | +2,223+4.9% | Added |
| Mathes Company, Inc. | 47,693 | $10.6M | 4.31% | −10,258−17.7% | Reduced |
| Merrion Investment Management Co, LLC | 47,691 | $10.6M | 7.61% | −285−0.6% | Reduced |
| Thomas Story & Son LLC | 47,665 | $10.6M | 4.12% | +1,236+2.7% | Added |
| TFC Financial Management | 47,585 | $10.6M | 1.62% | −7,150−13.1% | Reduced |
| Chesapeake Wealth Management | 47,519 | $10.6M | 3.77% | −1,018−2.1% | Reduced |
| Rahlfs Capital, LLC | 47,500 | $10.6M | 10.57% | −2,490−5.0% | Reduced |
| Agate Pass Investment Management, LLC | 47,498 | $10.6M | 4.51% | +723+1.5% | Added |
| Wealthquest Corp | 47,437 | $10.5M | 0.88% | −1,774−3.6% | Reduced |
| Financial Enhancement Group LLC | 52,728 | $10.5M | 1.64% | +2,454+4.9% | Added |
| Chris Bulman Inc | 47,341 | $10.5M | 6.64% | +484+1.0% | Added |
| Investment Advisory Services Inc | 47,340 | $10.5M | 3.80% | −5,942−11.2% | Reduced |
| Osterweis Capital Management Inc | 47,302 | $10.5M | 0.52% | −306−0.6% | Reduced |
| Nkcfo LLC | 47,300 | $10.5M | 4.89% | −9,250−16.4% | Reduced |
| Haven Capital Group, Inc. | 47,282 | $10.5M | 11.57% | +415+0.9% | Added |
| LeClair Wealth Partners LLC | 47,257 | $10.5M | 7.56% | −385−0.8% | Reduced |
| Northwest Wealth Management, LLC | 47,255 | $10.5M | 2.09% | +194+0.4% | Added |
| Integrated Investment Consultants, LLC | 47,251 | $10.5M | 2.09% | +3,810+8.8% | Added |
| CoreFirst Bank & Trust | 47,174 | $10.5M | 6.74% | −2,164−4.4% | Reduced |
| Richards, Merrill & Peterson, Inc. | 47,174 | $10.5M | 5.45% | −1,016−2.1% | Reduced |
| Pettinga Financial Advisors, LLC | 47,128 | $10.5M | 2.46% | −72−0.2% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 47,127 | $10.5M | 3.20% | −199−0.4% | Reduced |
| DAGCO, Inc. | 47,097 | $10.5M | 3.38% | +734+1.6% | Added |
| Affiance Financial, LLC | 47,063 | $10.5M | 2.44% | −4,583−8.9% | Reduced |
| jvl associates llc | 47,044 | $10.4M | 4.22% | −1,548−3.2% | Reduced |
| RedJay Asset Management Inc. | 47,000 | $10.4M | 5.64% | +47,000 | New |
| Advisors Management Group Inc | 46,997 | $10.4M | 2.27% | −445−0.9% | Reduced |
| Orleans Capital Management Corp | 46,960 | $10.4M | 6.14% | −320−0.7% | Reduced |
| Morling Financial Advisors, LLC | 46,929 | $10.4M | 3.59% | +4,646+11.0% | Added |
| West Family Investments, Inc. | 46,853 | $10.4M | 3.92% | +1,644+3.6% | Added |
| Glass Wealth Management Co LLC | 46,831 | $10.4M | 6.24% | +405+0.9% | Added |
| Lynch & Associates | 46,816 | $10.4M | 2.25% | −230.0% | Reduced |
| LCM Capital Management Inc | 46,815 | $10.4M | 6.11% | +857+1.9% | Added |
| Lebenthal Global Advisors, LLC | 46,803 | $10.4M | 1.95% | −4,007−7.9% | Reduced |
| Curated Wealth Partners LLC | 46,738 | $10.4M | 1.34% | −2,579−5.2% | Reduced |
| Atticus Wealth Management, LLC | 46,728 | $10.4M | 3.39% | −814−1.7% | Reduced |
| Truvestments Capital LLC | 46,687 | $10.4M | 2.25% | +4,466+10.6% | Added |
| GSB Wealth Management, LLC | 46,667 | $10.4M | 2.72% | +200+0.4% | Added |
| Cascades Capital Asset Management, LLC | 46,658 | $10.4M | 5.59% | −386−0.8% | Reduced |
| Leeward Financial Partners, LLC | 46,648 | $10.4M | 3.87% | +999+2.2% | Added |
| RDA Financial Network | 46,643 | $10.4M | 3.09% | +1,194+2.6% | Added |
| Palogic Value Management, L.P. | 46,606 | $10.4M | 4.56% | −2,107−4.3% | Reduced |
| Pin Oak Investment Advisors Inc | 47,874 | $10.3M | 7.88% | +18,452+62.7% | Added |
| Gs Investments, Inc. | 46,462 | $10.3M | 4.86% | −393−0.8% | Reduced |
| Goodman Advisory Group, LLC | 46,412 | $10.3M | 3.14% | −1,648−3.4% | Reduced |
| BWM Planning, LLC | 46,090 | $10.2M | 4.33% | −597−1.3% | Reduced |
| Greenline Partners, LLC | 46,062 | $10.2M | 1.48% | +4,830+11.7% | Added |
| Pacific Sun Financial Corp | 46,037 | $10.2M | 5.82% | +727+1.6% | Added |
| Ally Financial Inc. | 46,000 | $10.2M | 1.15% | +35,000+318.2% | Added |
| OV Management LLC | 45,852 | $10.2M | 4.77% | +4,163+10.0% | Added |
| Magnolia Capital Advisors LLC | 45,821 | $10.2M | 2.77% | −794−1.7% | Reduced |
| Nia Impact Advisors, LLC | 45,768 | $10.2M | 3.77% | −3,292−6.7% | Reduced |
| Connable Office Inc | 45,763 | $10.2M | 1.08% | −4,545−9.0% | Reduced |
| Capstone Wealth Management Group LLC | 45,709 | $10.2M | 8.11% | −1,785−3.8% | Reduced |
| Options Solutions, LLC | 45,683 | $10.1M | 4.87% | +27,581+152.4% | Added |