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 |
|---|---|---|---|---|---|
| DT Investment Partners, LLC | 41,798 | $9.28M | 0.90% | −2,114−4.8% | Reduced |
| RBA Wealth Management, LLC | 41,770 | $9.28M | 3.67% | −226−0.5% | Reduced |
| Evexia Wealth LLC | 46,652 | $9.28M | 3.37% | −115−0.2% | Reduced |
| Integral Investment Advisors, Inc. | 41,762 | $9.28M | 2.96% | +1,814+4.5% | Added |
| Transcendent Capital Group LLC | 41,752 | $9.27M | 5.22% | −4,016−8.8% | Reduced |
| Navellier & Associates Inc | 46,437 | $9.24M | 1.28% | −2,984−6.0% | Reduced |
| Amarillo National Bank | 41,565 | $9.23M | 1.80% | −93−0.2% | Reduced |
| Invst, LLC | 41,542 | $9.23M | 1.26% | −5,493−11.7% | Reduced |
| Bank of Stockton | 41,542 | $9.23M | 2.94% | −653−1.5% | Reduced |
| Global Trust Asset Management, LLC | 41,530 | $9.23M | 5.62% | −11,936−22.3% | Reduced |
| Planning Center, Inc. | 41,473 | $9.21M | 1.09% | −252−0.6% | Reduced |
| Omnia Family Wealth, LLC | 41,413 | $9.20M | 3.85% | +4,365+11.8% | Added |
| Ayrshire Capital Management LLC | 41,317 | $9.18M | 4.44% | +2,240+5.7% | Added |
| Cromwell Holdings LLC | 41,280 | $9.17M | 5.90% | +346+0.8% | Added |
| Oxler Private Wealth LLC | 41,273 | $9.17M | 3.22% | −318−0.8% | Reduced |
| SWP Financial LLC | 41,199 | $9.15M | 5.59% | −381−0.9% | Reduced |
| Woodard & Co Asset Management Group Inc | 41,188 | $9.15M | 1.91% | +325+0.8% | Added |
| Freedom Day Solutions, LLC | 41,141 | $9.14M | 2.80% | −1,704−4.0% | Reduced |
| Kinsale Capital Group, Inc. | 41,060 | $9.12M | 2.24% | +1,159+2.9% | Added |
| Headland Capital, LLC | 41,023 | $9.11M | 3.03% | +130.0% | Added |
| WT Wealth Management | 41,007 | $9.11M | 2.96% | −250−0.6% | Reduced |
| Bernardo Wealth Planning LLC | 40,880 | $9.08M | 2.17% | +129+0.3% | Added |
| Trust Co of Kansas | 40,831 | $9.07M | 4.83% | −1,359−3.2% | Reduced |
| United Bank | 40,831 | $9.07M | 3.75% | −3,429−7.7% | Reduced |
| Acas, LLC | 42,512 | $9.07M | 6.90% | −284−0.7% | Reduced |
| Joseph P. Lucia & Associates, LLC | 40,823 | $9.07M | 4.14% | −2,384−5.5% | Reduced |
| Claris Financial LLC | 36,208 | $9.07M | 5.96% | 00.0% | Unchanged |
| Windle Wealth, LLC | 40,777 | $9.06M | 4.67% | −2,558−5.9% | Reduced |
| Cambridge Advisors Inc. | 40,656 | $9.03M | 1.98% | +380+0.9% | Added |
| ROI Financial Advisors, LLC | 40,651 | $9.03M | 6.56% | +120+0.3% | Added |
| Kohmann Bosshard Financial Services, LLC | 90,426 | $9.03M | 1.06% | +49,477+120.8% | Added |
| Integris Wealth Management, LLC | 40,585 | $9.02M | 2.57% | −254−0.6% | Reduced |
| Keynote Financial Services LLC | 40,583 | $9.01M | 6.44% | −840−2.0% | Reduced |
| Onefund, LLC | 40,558 | $9.01M | 9.19% | −464−1.1% | Reduced |
| Goepper Burkhardt LLC | 40,554 | $9.01M | 3.60% | −26−0.1% | Reduced |
| SC&H Financial Advisors, Inc. | 40,540 | $9.01M | 1.77% | +770+1.9% | Added |
| Capital Advisors, Ltd. LLC | 40,528 | $9.00M | 1.19% | +691+1.7% | Added |
| Rodgers Brothers Inc. | 40,494 | $8.99M | 1.20% | −129−0.3% | Reduced |
| D'Orazio & Associates, Inc. | 40,466 | $8.99M | 1.37% | −1,534−3.7% | Reduced |
| Cresta Advisors, Ltd. | 40,431 | $8.98M | 4.65% | −698−1.7% | Reduced |
| Alan B. Lancz & Associates, Inc. | 40,322 | $8.96M | 9.54% | −1,193−2.9% | Reduced |
| Convergence Financial, LLC | 40,205 | $8.93M | 1.75% | +2,588+6.9% | Added |
| Maxi Investments CY Ltd | 40,200 | $8.93M | 1.78% | +40,200 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 40,200 | $8.93M | 3.63% | −1,555−3.7% | Reduced |
| Madison Wealth Partners, Inc | 40,191 | $8.93M | 2.20% | +95+0.2% | Added |
| Morse Asset Management, Inc | 40,165 | $8.92M | 2.25% | +555+1.4% | Added |
| Family Legacy, Inc. | 40,159 | $8.92M | 3.06% | −953−2.3% | Reduced |
| Summitry LLC | 40,156 | $8.92M | 0.45% | +18,461+85.1% | Added |
| Cornerstone Enterprises, LLC | 40,142 | $8.92M | 5.44% | +1,959+5.1% | Added |
| Hall Capital Management Co Inc | 40,087 | $8.90M | 4.12% | +2,661+7.1% | Added |
| One Day In July LLC | 40,067 | $8.90M | 0.89% | −1,551−3.7% | Reduced |
| East Coast Asset Management, LLC. | 40,012 | $8.89M | 3.15% | −568−1.4% | Reduced |
| C2C Wealth Management, LLC | 39,986 | $8.88M | 8.34% | −334−0.8% | Reduced |
| Dark Forest Capital Management LP | 39,979 | $8.88M | 0.41% | +39,979 | New |
| Oarsman Capital, Inc. | 39,922 | $8.87M | 1.59% | −713−1.8% | Reduced |
| Altrafin AG | 39,836 | $8.85M | 3.44% | +530+1.3% | Added |
| Legacy Financial Group, Inc. | 39,828 | $8.85M | 2.84% | −238−0.6% | Reduced |
| Garner Asset Management Corp | 39,778 | $8.84M | 3.88% | −3,725−8.6% | Reduced |
| Darden Wealth Group Inc | 39,706 | $8.82M | 6.84% | −1,104−2.7% | Reduced |
| Sone Capital Management, LLC | 39,664 | $8.81M | 0.91% | +39,664 | New |
| Matisse Capital | 39,660 | $8.81M | 4.65% | −476−1.2% | Reduced |
| Abound Wealth Management | 39,642 | $8.81M | 2.94% | +5,115+14.8% | Added |
| Northcape Wealth Management, LLC | 39,608 | $8.80M | 2.84% | −1,378−3.4% | Reduced |
| Variant Private Wealth, LLC | 39,571 | $8.79M | 9.43% | −130−0.3% | Reduced |
| Silvia McColl Wealth Management, LLC | 39,557 | $8.79M | 6.66% | −303−0.8% | Reduced |
| Processus Wealth & Capital Management, LLC | 39,548 | $8.78M | 7.48% | +550+1.4% | Added |
| Intrepid Financial Planning Group LLC | 39,515 | $8.78M | 4.07% | −1,278−3.1% | Reduced |
| Meridian Wealth Partners, LLC | 39,465 | $8.77M | 1.40% | −5,093−11.4% | Reduced |
| Transatlantique Private Wealth LLC | 39,449 | $8.76M | 3.50% | −2,267−5.4% | Reduced |
| Parkshore Wealth Management, Inc. | 39,434 | $8.76M | 5.09% | +27+0.1% | Added |
| Pecaut & Co. | 39,417 | $8.76M | 2.98% | −3,768−8.7% | Reduced |
| Berry Wealth Group, LP | 39,398 | $8.75M | 6.85% | −650−1.6% | Reduced |
| Aft, Forsyth & Company, Inc. | 39,383 | $8.75M | 4.72% | −105−0.3% | Reduced |
| Johnson Bixby & Associates, LLC | 39,381 | $8.75M | 1.31% | −185−0.5% | Reduced |
| Ayalon Holdings Ltd. | 39,358 | $8.74M | 2.82% | +221+0.6% | Added |
| Encompass Wealth Advisors, LLC | 39,305 | $8.73M | 3.55% | −263−0.7% | Reduced |
| Chapman Investment Management, LLC | 39,288 | $8.73M | 6.52% | −347−0.9% | Reduced |
| KKM Financial LLC | 39,672 | $8.72M | 3.69% | −2,962−6.9% | Reduced |
| Trilogy Capital Inc. | 39,251 | $8.72M | 0.46% | +2,715+7.4% | Added |
| Wolf Group Capital Advisors | 39,229 | $8.71M | 2.93% | −1,084−2.7% | Reduced |
| Lewis Asset Management, LLC | 39,222 | $8.71M | 7.20% | −4,237−9.7% | Reduced |
| Novak & Powell Financial Services, Inc. | 39,206 | $8.71M | 5.42% | −376−0.9% | Reduced |
| Innovative Advisory Group, LLC | 39,189 | $8.70M | 8.26% | −885−2.2% | Reduced |
| Banque de Luxembourg S.A. | 39,166 | $8.70M | 4.98% | −2,503−6.0% | Reduced |
| Gould Asset Management LLC | 39,154 | $8.70M | 1.79% | +98+0.3% | Added |
| Ashton Thomas Securities, LLC | 39,082 | $8.69M | 2.41% | +889+2.3% | Added |
| First Command Advisory Services, Inc. | 39,028 | $8.67M | 0.08% | −223−0.6% | Reduced |
| Patron Partners Advisors, LLC | 39,008 | $8.66M | 4.69% | −545−1.4% | Reduced |
| Signal Advisors Wealth, LLC | 38,978 | $8.66M | 0.85% | −2,013−4.9% | Reduced |
| Hollow Brook Wealth Management LLC | 38,961 | $8.65M | 2.55% | −494−1.3% | Reduced |
| Stanley-Laman Group, Ltd. | 38,929 | $8.65M | 1.33% | −2,349−5.7% | Reduced |
| Beech Hill Advisors, Inc. | 38,919 | $8.65M | 3.44% | −1,428−3.5% | Reduced |
| Bull Street Advisors, LLC | 38,919 | $8.64M | 4.14% | −20−0.1% | Reduced |
| Bruce & Co., Inc. | 38,900 | $8.64M | 2.77% | 00.0% | Unchanged |
| ORG Partners LLC | 38,702 | $8.64M | 2.13% | −8,624−18.2% | Reduced |
| US Financial Advisors, LLC | 38,873 | $8.63M | 2.55% | +24,817+176.6% | Added |
| Mainstream Capital Management LLC | 38,861 | $8.63M | 6.84% | −424−1.1% | Reduced |
| W Advisors, LLC | 38,832 | $8.63M | 5.40% | +337+0.9% | Added |
| Pacitti Group Inc. | 38,813 | $8.62M | 4.09% | −193−0.5% | Reduced |
| Coppell Advisory Solutions LLC | 40,817 | $8.62M | 1.27% | +4,549+12.5% | Added |