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; 6,150 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, Q3 2025
Institutional positions in Apple Inc. as of Sep 30, 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
- 5,617
- +116 vs. Q2 2025
- Shares held
- 9.22B
- −51.3M (−0.6%) vs. Q2 2025
- Total value
- $2.35T
- +$458.5B (+24.3%) vs. Q2 2025
- New holders
- 201
- 2,319 more added
- Sold out
- 85
- 2,760 more reduced
99 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: 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 | 6,150 | $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 | 4,403 | $1.69T |
| Q3 2021 | 3,859 | $1.34T |
| Q2 2021 | 3,879 | $1.31T |
| Q1 2021 | 3,855 | $1.17T |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Apple Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Perennial Investment Advisors, LLC | 164,241 | $41.8M | 3.46% | +4,577+2.9% | Added |
| Trust Co of Virginia | 164,067 | $41.8M | 3.50% | −877−0.5% | Reduced |
| Grove Bank & Trust | 163,697 | $41.7M | 4.88% | −554−0.3% | Reduced |
| Ironwood Financial, llc | 163,648 | $41.7M | 7.38% | −8,258−4.8% | Reduced |
| Occidental Asset Management, LLC | 163,600 | $41.7M | 5.23% | +5,326+3.4% | Added |
| Formidable Asset Management, LLC | 203,032 | $41.7M | 6.56% | −7,299−3.5% | Reduced |
| Berger Financial Group, Inc | 163,540 | $41.6M | 2.49% | −1,385−0.8% | Reduced |
| Checchi Capital Advisers, LLC | 163,361 | $41.6M | 2.86% | −14,897−8.4% | Reduced |
| WP Advisors, LLC | 163,090 | $41.5M | 10.56% | −470−0.3% | Reduced |
| Northstar Asset Management LLC | 162,827 | $41.5M | 8.89% | −1,210−0.7% | Reduced |
| CoreCap Advisors, LLC | 162,326 | $41.3M | 1.50% | −10,095−5.9% | Reduced |
| Miller Wealth Advisors, LLC | 162,116 | $41.3M | 16.66% | −736−0.5% | Reduced |
| TriaGen Wealth Management LLC | 161,904 | $41.2M | 10.75% | −422−0.3% | Reduced |
| Zullo Investment Group, Inc. | 161,877 | $41.2M | 15.24% | −258−0.2% | Reduced |
| TradeWell Securities, LLC. | 160,778 | $41.1M | 17.27% | −818−0.5% | Reduced |
| NZS Capital, LLC | 161,251 | $41.1M | 1.26% | +48,171+42.6% | Added |
| DDD Partners, LLC | 160,529 | $40.9M | 2.60% | +3,173+2.0% | Added |
| Rheos Capital Works Inc. | 160,500 | $40.9M | 2.29% | +59,000+58.1% | Added |
| Linscomb & Williams, Inc. | 160,442 | $40.9M | 1.76% | +8,249+5.4% | Added |
| One Wealth Advisors, LLC | 160,309 | $40.8M | 5.12% | −8,275−4.9% | Reduced |
| Westmount Partners, LLC | 159,653 | $40.8M | 10.53% | −4,190−2.6% | Reduced |
| Lazari Capital Management, Inc. | 159,399 | $40.6M | 13.70% | −6,184−3.7% | Reduced |
| Godsey & Gibb Associates | 159,201 | $40.5M | 3.58% | −1,893−1.2% | Reduced |
| Main Street Financial Solutions, LLC | 159,101 | $40.5M | 2.60% | +12,241+8.3% | Added |
| Shufro Rose & Co LLC | 182,240 | $40.5M | 3.33% | −1,184−0.6% | Reduced |
| Csenge Advisory Group | 158,781 | $40.4M | 1.93% | −14,948−8.6% | Reduced |
| Quest Investment Management LLC | 158,386 | $40.3M | 4.23% | +31,661+25.0% | Added |
| Parcion Private Wealth LLC | 158,323 | $40.3M | 2.52% | +717+0.5% | Added |
| Affinity Capital Advisors, LLC | 156,409 | $40.2M | 6.18% | +1,956+1.3% | Added |
| Bank of Hawaii | 157,766 | $40.2M | 2.01% | −9,168−5.5% | Reduced |
| Mill Creek Capital Advisors, LLC | 157,127 | $40.0M | 0.82% | +187+0.1% | Added |
| Winthrop Advisory Group LLC | 157,018 | $40.0M | 3.50% | +1,231+0.8% | Added |
| Howe & Rusling Inc | 156,955 | $40.0M | 2.74% | +2,068+1.3% | Added |
| Buckley Wealth Management, LLC | 156,522 | $39.9M | 10.91% | −1,007−0.6% | Reduced |
| Moody National Bank Trust Division | 156,475 | $39.8M | 3.36% | +675+0.4% | Added |
| MayTech Global Investments, LLC | 156,391 | $39.8M | 4.16% | −5,610−3.5% | Reduced |
| Westchester Capital Management, Inc. | 156,096 | $39.7M | 8.54% | −2,097−1.3% | Reduced |
| Knuff & Co LLC | 156,038 | $39.7M | 11.51% | +9,318+6.4% | Added |
| Clarkston Capital Partners, LLC | 155,948 | $39.7M | 0.86% | +256+0.2% | Added |
| Kovack Advisors, Inc. | 155,892 | $39.7M | 3.74% | −17,367−10.0% | Reduced |
| Tiff Advisory Services Inc | 155,729 | $39.7M | 8.26% | +35,589+29.6% | Added |
| Oakworth Capital, Inc. | 155,370 | $39.6M | 2.29% | −1,952−1.2% | Reduced |
| Staley Capital Advisers Inc | 155,242 | $39.5M | 1.62% | −615−0.4% | Reduced |
| Smithbridge Asset Management Inc | 155,009 | $39.5M | 5.74% | −2,627−1.7% | Reduced |
| Schmidt P J Investment Management Inc | 154,897 | $39.4M | 6.52% | −1,426−0.9% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 154,883 | $39.4M | 8.10% | +2,109+1.4% | Added |
| Arete Wealth Advisors, LLC | 154,830 | $39.4M | 2.47% | +8,543+5.8% | Added |
| Kavar Capital Partners Group, LLC | 154,313 | $39.3M | 5.24% | −852−0.5% | Reduced |
| Verition Fund Management LLC | 154,043 | $39.2M | 0.22% | +19,536+14.5% | Added |
| Spirepoint Private Client, LLC | 153,862 | $39.2M | 4.12% | +9,849+6.8% | Added |
| Strategic Wealth Partners, Ltd. | 153,531 | $39.1M | 2.92% | −13,038−7.8% | Reduced |
| Bridgeway Capital Management, LLC | 153,214 | $39.0M | 0.83% | +1,890+1.2% | Added |
| Journey Advisory Group, LLC | 153,091 | $39.0M | 2.89% | −2,556−1.6% | Reduced |
| Sage Mountain Advisors LLC | 153,043 | $39.0M | 2.23% | +15,843+11.5% | Added |
| TRB Advisors LP | 153,000 | $39.0M | 7.85% | −5,000−3.2% | Reduced |
| Smith, Moore & Co. | 152,992 | $39.0M | 2.98% | +479+0.3% | Added |
| Vivaldi Capital Management, LLC | 152,777 | $38.9M | 5.50% | −1,492−1.0% | Reduced |
| Ascent Wealth Partners, LLC | 152,770 | $38.9M | 4.51% | −686−0.4% | Reduced |
| Rothschild Capital Partners, LLC | 152,730 | $38.9M | 9.19% | −133−0.1% | Reduced |
| West Branch Capital LLC | 152,225 | $38.8M | 10.17% | −390−0.3% | Reduced |
| Terril Brothers, Inc. | 152,083 | $38.7M | 11.73% | 00.0% | Unchanged |
| GenTrust, LLC | 151,898 | $38.7M | 1.76% | +21,056+16.1% | Added |
| Cooper Financial Group | 151,844 | $38.7M | 4.28% | +413+0.3% | Added |
| Nations Financial Group Inc, | 151,796 | $38.7M | 2.41% | −1,863−1.2% | Reduced |
| Colonial Trust Co | 151,711 | $38.6M | 5.20% | −635−0.4% | Reduced |
| Northstar Group, Inc. | 151,543 | $38.6M | 5.62% | −1,420−0.9% | Reduced |
| Saybrook Capital | 151,259 | $38.5M | 10.06% | −580−0.4% | Reduced |
| Cabot Wealth Management Inc | 151,178 | $38.5M | 4.27% | −565−0.4% | Reduced |
| Segment Wealth Management, LLC | 150,835 | $38.4M | 2.30% | −514−0.3% | Reduced |
| Cozad Asset Management Inc | 150,732 | $38.4M | 3.05% | −1,954−1.3% | Reduced |
| Capstone Financial Advisors, Inc. | 150,363 | $38.3M | 2.08% | +3,566+2.4% | Added |
| Progressive Investment Management Corp | 150,288 | $38.3M | 9.30% | −1,338−0.9% | Reduced |
| Lake Street Financial LLC | 149,964 | $38.2M | 4.92% | +492+0.3% | Added |
| MainStreet Investment Advisors LLC | 149,944 | $38.2M | 5.13% | −8,530−5.4% | Reduced |
| Knollwood Investment Advisory, LLC | 149,835 | $38.2M | 3.44% | 00.0% | Unchanged |
| Bennett Selby Investments LP | 149,731 | $38.1M | 12.61% | −175−0.1% | Reduced |
| Greenwich Wealth Management LLC | 149,442 | $38.1M | 1.90% | −55,156−27.0% | Reduced |
| Algert Global LLC | 149,431 | $38.0M | 0.64% | −3,330−2.2% | Reduced |
| Marex Group plc | 149,341 | $38.0M | 0.47% | +78,149+109.8% | Added |
| Catalyst Funds Management Pty Ltd | 149,200 | $38.0M | 5.77% | +149,200 | New |
| Campbell Capital Management Inc | 148,981 | $37.9M | 14.61% | −7,693−4.9% | Reduced |
| Capital Investment Advisory Services, LLC | 148,668 | $37.9M | 3.00% | −1,380−0.9% | Reduced |
| Angeles Wealth Management, LLC | 148,598 | $37.8M | 2.32% | +8,762+6.3% | Added |
| Matrix Asset Advisors Inc | 148,549 | $37.8M | 3.51% | −270.0% | Reduced |
| Quent Capital, LLC | 148,529 | $37.8M | 3.17% | −1,044−0.7% | Reduced |
| Hemington Wealth Management | 148,441 | $37.8M | 4.91% | +472+0.3% | Added |
| Harbor Advisors LLC | 148,400 | $37.8M | 5.83% | 00.0% | Unchanged |
| Cypress Funds LLC | 148,297 | $37.8M | 4.95% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 148,244 | $37.7M | 3.94% | +132+0.1% | Added |
| Avantax Planning Partners, Inc. | 148,149 | $37.7M | 1.08% | +10,325+7.5% | Added |
| Strategic Wealth Designers | 148,090 | $37.7M | 3.17% | +137,059+1,242.5% | Added |
| Pennsylvania Capital Management Inc | 147,868 | $37.7M | 10.96% | −2,551−1.7% | Reduced |
| Financial Advisory Service, Inc. | 147,810 | $37.6M | 2.55% | +1,473+1.0% | Added |
| Conway Capital Management, Inc. | 147,683 | $37.6M | 15.78% | −1,885−1.3% | Reduced |
| Goelzer Investment Management, Inc. | 147,607 | $37.6M | 1.99% | −590.0% | Reduced |
| Bogart Wealth, LLC | 146,855 | $37.4M | 1.52% | +707+0.5% | Added |
| JLB & Associates Inc | 146,809 | $37.4M | 4.92% | −561−0.4% | Reduced |
| Greenwood Capital Associates LLC | 146,552 | $37.3M | 4.31% | −1,468−1.0% | Reduced |
| Kiley Juergens Wealth Management, LLC | 146,417 | $37.3M | 8.21% | −11,480−7.3% | Reduced |
| Sage Capital Advisors,llc | 146,332 | $37.3M | 8.86% | −1,434−1.0% | Reduced |