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 |
|---|---|---|---|---|---|
| FSM Wealth Advisors, LLC | 45,617 | $10.1M | 2.28% | +5,219+12.9% | Added |
| American Trust Investment Advisors, LLC | 45,483 | $10.1M | 4.22% | −644−1.4% | Reduced |
| Anb Bank | 45,469 | $10.1M | 4.51% | −2,428−5.1% | Reduced |
| Centerpoint Advisors, LLC | 45,422 | $10.1M | 3.73% | −1,528−3.3% | Reduced |
| Heirloom Wealth Management | 45,416 | $10.1M | 2.89% | +1,575+3.6% | Added |
| Jupiter Wealth Management LLC | 48,290 | $10.1M | 6.11% | −12,139−20.1% | Reduced |
| Purkiss Capital Advisors LLC | 45,371 | $10.1M | 7.61% | +10,037+28.4% | Added |
| Gilder Gagnon Howe & Co LLC | 45,335 | $10.1M | 0.13% | −1,061−2.3% | Reduced |
| Impact Partnership Wealth, LLC | 45,312 | $10.1M | 2.15% | +865+1.9% | Added |
| Cim Investment Mangement Inc | 45,294 | $10.1M | 2.30% | −3,288−6.8% | Reduced |
| Spinnaker Investment Group, LLC | 45,286 | $10.1M | 2.27% | −1,428−3.1% | Reduced |
| Fairvoy Private Wealth, LLC | 45,260 | $10.1M | 2.76% | −3,654−7.5% | Reduced |
| Smallwood Wealth Investment Management, LLC | 45,251 | $10.1M | 6.33% | +611+1.4% | Added |
| Meritas Wealth Management, LLC | 45,178 | $10.0M | 5.89% | −249−0.5% | Reduced |
| Enterprise Financial Services Corp | 45,145 | $10.0M | 5.93% | −881−1.9% | Reduced |
| Ambassador Advisors, LLC | 45,139 | $10.0M | 1.75% | −772−1.7% | Reduced |
| Horst & Graben Wealth Management LLC | 45,059 | $10.0M | 1.80% | +2,420+5.7% | Added |
| Sage Advisors, LLC | 45,056 | $10.0M | 7.04% | +959+2.2% | Added |
| Provenance Wealth Advisors, LLC | 45,030 | $10.0M | 1.44% | −19,545−30.3% | Reduced |
| Notis-McConarty Edward | 45,025 | $10.0M | 5.14% | −3,290−6.8% | Reduced |
| KP Management LLC | 45,000 | $10.0M | 3.84% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 44,906 | $9.97M | 8.45% | −6,727−13.0% | Reduced |
| Paul R. Ried Financial Group, LLC | 44,904 | $9.97M | 6.95% | +169+0.4% | Added |
| Royal Fund Management, LLC | 44,745 | $9.95M | 1.19% | +689+1.6% | Added |
| Summit Asset Management, LLC | 44,792 | $9.95M | 1.72% | +1,041+2.4% | Added |
| Paragon Private Wealth Management, LLC | 44,784 | $9.95M | 4.62% | +2,300+5.4% | Added |
| Cohen Investment Advisors LLC | 44,757 | $9.94M | 5.77% | +4,324+10.7% | Added |
| Shorepath Capital Management LLC | 44,685 | $9.93M | 7.49% | −274−0.6% | Reduced |
| Security National Bank of So Dak | 44,679 | $9.92M | 5.62% | +1,611+3.7% | Added |
| Laffer Tengler Investments | 44,677 | $9.92M | 2.11% | −6,930−13.4% | Reduced |
| WestHill Financial Advisors, Inc. | 44,645 | $9.92M | 2.27% | −2,189−4.7% | Reduced |
| Sonata Capital Group Inc | 44,631 | $9.91M | 4.32% | −738−1.6% | Reduced |
| ABLE Financial Group, LLC | 44,608 | $9.91M | 2.78% | −201−0.4% | Reduced |
| Cetera Trust Company, N.A | 44,572 | $9.90M | 6.31% | −525−1.2% | Reduced |
| Contravisory Investment Management, Inc. | 44,564 | $9.90M | 2.09% | +42,827+2,465.6% | Added |
| Cross Staff Investments Inc | 44,525 | $9.89M | 7.47% | +59+0.1% | Added |
| Marino, Stram & Associates LLC | 44,474 | $9.88M | 2.19% | +316+0.7% | Added |
| Snider Financial Group | 44,421 | $9.87M | 3.21% | −2,356−5.0% | Reduced |
| Investmark Advisory Group LLC | 44,399 | $9.86M | 4.87% | −2,344−5.0% | Reduced |
| Beacon Financial Group | 44,357 | $9.85M | 1.08% | +1,280+3.0% | Added |
| BigSur Wealth Management LLC | 44,327 | $9.85M | 2.67% | −5,600−11.2% | Reduced |
| DRW Securities, LLC | 44,325 | $9.85M | 0.83% | −112,775−71.8% | Reduced |
| Drexel Morgan & Co. | 44,296 | $9.84M | 2.07% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 44,286 | $9.84M | 4.60% | +882+2.0% | Added |
| Spirit of America Management Corp | 44,182 | $9.81M | 1.99% | −1,000−2.2% | Reduced |
| Reliant Investment Management, LLC | 44,099 | $9.80M | 5.08% | −152−0.3% | Reduced |
| Centerline Wealth Advisors, LLC | 44,064 | $9.79M | 5.84% | −57−0.1% | Reduced |
| REAP Financial Group, LLC | 44,030 | $9.78M | 2.42% | −2,682−5.7% | Reduced |
| Waratah Capital Advisors Ltd. | 44,030 | $9.78M | 0.67% | −77,334−63.7% | Reduced |
| Chou Associates Management Inc.SuperinvestorChou Associates | 44,000 | $9.77M | 5.28% | 00.0% | Unchanged |
| Planning Directions Inc | 43,975 | $9.77M | 4.18% | +773+1.8% | Added |
| Cairn Investment Group, Inc. | 43,902 | $9.75M | 5.51% | +573+1.3% | Added |
| Lavaca Capital LLC | 43,852 | $9.74M | 4.44% | +2,761+6.7% | Added |
| Delaney Dennis R | 43,843 | $9.74M | 5.29% | −785−1.8% | Reduced |
| Stiles Financial Services Inc | 43,826 | $9.74M | 3.74% | −655−1.5% | Reduced |
| West Michigan Advisors, LLC | 43,814 | $9.73M | 3.23% | −17,982−29.1% | Reduced |
| Baker Ellis Asset Management LLC | 43,765 | $9.72M | 1.40% | +582+1.3% | Added |
| Thompson Investment Management, Inc. | 43,722 | $9.71M | 1.46% | +34+0.1% | Added |
| Seven Mile Advisory | 43,685 | $9.70M | 6.48% | +1,101+2.6% | Added |
| Heritage Financial Services, LLC | 43,626 | $9.69M | 0.96% | +4,711+12.1% | Added |
| Advisors Preferred, LLC | 43,380 | $9.68M | 1.30% | +43,380 | New |
| Game Plan Financial Advisors, LLC | 43,587 | $9.68M | 4.70% | −3,310−7.1% | Reduced |
| Providence Wealth Advisors, LLC | 43,587 | $9.67M | 7.33% | −314−0.7% | Reduced |
| Sivia Capital Partners, LLC | 43,521 | $9.67M | 4.51% | +2,637+6.4% | Added |
| Inspire Trust Co, N.A. | 43,511 | $9.67M | 2.30% | +9,399+27.6% | Added |
| WealthBridge Investment Counsel Inc. | 43,504 | $9.66M | 3.52% | −93−0.2% | Reduced |
| Norway Savings Bank | 43,492 | $9.66M | 5.49% | −1,775−3.9% | Reduced |
| Empire Financial Management Company, LLC | 43,484 | $9.66M | 2.99% | −1,526−3.4% | Reduced |
| Opinicus Capital, Inc. | 43,467 | $9.66M | 8.54% | −747−1.7% | Reduced |
| Enclave Advisors LLC | 43,411 | $9.64M | 1.65% | −4,887−10.1% | Reduced |
| Cornerstone Capital, Inc. | 43,376 | $9.64M | 1.04% | −3,718−7.9% | Reduced |
| Greenberg Financial Group | 37,895 | $9.62M | 4.03% | +37,895 | New |
| Bulltick Wealth Management, LLC | 43,166 | $9.59M | 2.54% | −10,940−20.2% | Reduced |
| White Pine Investment CO | 43,053 | $9.56M | 2.57% | −986−2.2% | Reduced |
| Dynasty Wealth Management, LLC | 43,013 | $9.55M | 0.16% | +13,185+44.2% | Added |
| Northwest Capital Management Inc | 42,978 | $9.55M | 3.92% | −139−0.3% | Reduced |
| Wisconsin Capital Management LLC | 42,965 | $9.54M | 6.08% | −3,105−6.7% | Reduced |
| Security Financial Services, INC. | 42,855 | $9.52M | 1.89% | +129+0.3% | Added |
| InvesTrust | 42,796 | $9.51M | 2.60% | −448−1.0% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 42,755 | $9.50M | 3.86% | −2,275−5.1% | Reduced |
| Banyan Capital Management, Inc. | 42,665 | $9.48M | 5.35% | −1,168−2.7% | Reduced |
| One Wealth Management Investment & Advisory Services, LLC | 42,631 | $9.47M | 15.69% | +769+1.8% | Added |
| Advocate Group LLC | 42,491 | $9.44M | 1.72% | −6,113−12.6% | Reduced |
| Kingsman Wealth Management, Inc. | 42,415 | $9.42M | 6.89% | +42,415 | New |
| Hudson Canyon Capital Management | 42,380 | $9.41M | 6.63% | 00.0% | Unchanged |
| Summit Global Investments | 42,344 | $9.41M | 0.68% | −25,251−37.4% | Reduced |
| Tranquility Partners, LLC | 42,284 | $9.39M | 3.63% | −1,364−3.1% | Reduced |
| Ellerson Group Inc | 42,281 | $9.39M | 7.47% | −3,394−7.4% | Reduced |
| Safeguard Investment Advisory Group, LLC | 42,143 | $9.36M | 2.54% | +3,338+8.6% | Added |
| ERn Financial, LLC | 42,135 | $9.36M | 1.48% | −8,605−17.0% | Reduced |
| Ravenstone Capital Management Inc. | 42,066 | $9.34M | 5.44% | +375+0.9% | Added |
| Pine Haven Investment Counsel, Inc | 42,054 | $9.34M | 7.84% | −772−1.8% | Reduced |
| GP Brinson Investments LLC | 42,000 | $9.33M | 4.09% | 00.0% | Unchanged |
| Next Capital Management LLC | 41,993 | $9.33M | 4.47% | −2,553−5.7% | Reduced |
| Trinity Legacy Partners, LLC | 43,796 | $9.33M | 2.36% | −47−0.1% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 41,981 | $9.33M | 1.63% | −1,848−4.2% | Reduced |
| Exeter Financial, LLC | 41,956 | $9.32M | 4.18% | −1,520−3.5% | Reduced |
| Oder Investment Management, LLC | 41,938 | $9.32M | 7.91% | +266+0.6% | Added |
| Genesee Capital Advisors, LLC | 41,845 | $9.29M | 4.65% | +106+0.3% | Added |
| D.B. Root & Company, LLC | 41,808 | $9.29M | 3.00% | +73+0.2% | Added |