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, 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
- 2,320 more added
- Sold out
- 85
- 2,759 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 | 6,151 | $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, 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 |
|---|---|---|---|---|---|
| Custom Index Systems, LLC | 56,008 | $14.3M | 4.24% | +6,213+12.5% | Added |
| Bright Rock Capital Management, LLC | 56,000 | $14.3M | 2.79% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 55,987 | $14.3M | 5.23% | +1,008+1.8% | Added |
| Old North State Trust, LLC | 55,925 | $14.2M | 8.67% | +349+0.6% | Added |
| Hodges Capital Management Inc. | 55,889 | $14.2M | 1.22% | −724−1.3% | Reduced |
| Sterling Investment Counsel, LLC | 55,887 | $14.2M | 4.56% | +9,400+20.2% | Added |
| Abbot Financial Management, Inc. | 55,866 | $14.2M | 6.08% | −1,077−1.9% | Reduced |
| Duncan Williams Asset Management, LLC | 55,782 | $14.2M | 4.00% | +126+0.2% | Added |
| CVA Family Office, LLC | 55,751 | $14.2M | 1.83% | +356+0.6% | Added |
| McGinn Investment Management, Inc. | 55,725 | $14.2M | 8.32% | −416−0.7% | Reduced |
| Castle Rock Wealth Management, LLC | 54,941 | $14.1M | 3.13% | −2,345−4.1% | Reduced |
| Vanguard Capital Wealth Advisors | 55,420 | $14.1M | 11.28% | +574+1.0% | Added |
| Lummis Asset Management, LP | 55,408 | $14.1M | 9.27% | +8,714+18.7% | Added |
| FCG Investment Co | 55,382 | $14.1M | 6.60% | +308+0.6% | Added |
| Syntegra Private Wealth Group, LLC | 55,368 | $14.1M | 1.33% | +1,036+1.9% | Added |
| Triad Wealth Partners, LLC | 55,344 | $14.1M | 1.82% | +25,042+82.6% | Added |
| McIlrath & Eck, LLC | 55,290 | $14.1M | 1.45% | +1,068+2.0% | Added |
| Waverton Investment Management Ltd | 55,227 | $14.1M | 0.18% | −389,288−87.6% | Reduced |
| Fukoku Mutual Life Insurance Co | 55,152 | $14.0M | 0.87% | −2,692−4.7% | Reduced |
| Lincoln Capital Corp | 55,058 | $14.0M | 5.04% | −191−0.3% | Reduced |
| Slagle Financial, LLC | 55,054 | $14.0M | 5.14% | +1,250+2.3% | Added |
| O'Brien Greene & Co. Inc | 55,033 | $14.0M | 4.31% | −2,155−3.8% | Reduced |
| Morton Capital Management LLC | 55,004 | $14.0M | 2.30% | −5,793−9.5% | Reduced |
| NovaPoint Capital, LLC | 54,965 | $14.0M | 3.42% | +2,054+3.9% | Added |
| Sculati Wealth Management, LLC | 54,867 | $14.0M | 4.93% | −446−0.8% | Reduced |
| Somerset Trust Co | 54,866 | $14.0M | 4.31% | +84+0.2% | Added |
| Invesco, LLC | 54,847 | $14.0M | 4.72% | +297+0.5% | Added |
| Revisor Wealth Management LLC | 54,940 | $14.0M | 4.82% | +1,068+2.0% | Added |
| Bellevue Asset Management, LLC | 54,807 | $14.0M | 6.42% | −1,261−2.2% | Reduced |
| Parisi Gray Wealth Management | 54,801 | $14.0M | 3.63% | −522−0.9% | Reduced |
| Miramar Capital, LLC | 54,764 | $13.9M | 3.09% | +119+0.2% | Added |
| Rock Point Advisors, LLC | 54,711 | $13.9M | 3.69% | −802−1.4% | Reduced |
| EPG Wealth Management LLC | 54,671 | $13.9M | 3.83% | +1,027+1.9% | Added |
| CNB Bank | 54,526 | $13.9M | 5.78% | +555+1.0% | Added |
| Blue Edge Capital, LLC | 54,520 | $13.9M | 1.97% | −1,325−2.4% | Reduced |
| Tortoise Investment Management, LLC | 54,487 | $13.9M | 1.24% | −729−1.3% | Reduced |
| Cadent Capital Advisors, LLC | 54,470 | $13.9M | 3.68% | +18,521+51.5% | Added |
| Bonness Enterprises Inc | 54,440 | $13.9M | 4.55% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 54,426 | $13.9M | 3.40% | +877+1.6% | Added |
| TFR Capital, LLC. | 54,388 | $13.8M | 4.62% | +281+0.5% | Added |
| Capital Advantage, Inc. | 54,379 | $13.8M | 2.08% | −587−1.1% | Reduced |
| VCI Wealth Management LLC | 54,340 | $13.8M | 4.20% | +203+0.4% | Added |
| St. Nicholas Private Asset Management, Inc | 54,280 | $13.8M | 11.99% | −1,992−3.5% | Reduced |
| Reuter James Wealth Management, LLC | 54,271 | $13.8M | 1.96% | −45−0.1% | Reduced |
| IMS Capital Management | 54,248 | $13.8M | 6.37% | −2,450−4.3% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 54,202 | $13.8M | 2.19% | +426+0.8% | Added |
| Alaethes Wealth LLC | 54,192 | $13.8M | 3.91% | −752−1.4% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 54,017 | $13.8M | 5.72% | −201−0.4% | Reduced |
| Clay Northam Wealth Management, LLC | 54,014 | $13.8M | 7.86% | −831−1.5% | Reduced |
| NewSquare Capital LLC | 54,005 | $13.8M | 0.93% | +37+0.1% | Added |
| Wealth Advisory Solutions, LLC | 53,932 | $13.7M | 3.33% | −298−0.5% | Reduced |
| Bourgeon Capital Management LLC | 53,914 | $13.7M | 2.50% | −357−0.7% | Reduced |
| Sageworth Trust Co | 53,912 | $13.7M | 0.64% | +45,332+528.3% | Added |
| Cherokee Insurance Co | 53,900 | $13.7M | 5.88% | 00.0% | Unchanged |
| Willis Johnson & Associates, Inc. | 53,877 | $13.7M | 0.85% | +1,020+1.9% | Added |
| Inspirion Wealth Advisors, LLC | 58,872 | $13.7M | 1.92% | +1,326+2.3% | Added |
| Alhambra Investment Partners LLC | 53,844 | $13.7M | 6.51% | −865−1.6% | Reduced |
| Gardner Lewis Asset Management L P | 53,831 | $13.7M | 3.60% | −1,097−2.0% | Reduced |
| Painted Porch Advisors LLC | 53,797 | $13.7M | 5.22% | +1,526+2.9% | Added |
| High Net Worth Advisory Group LLC | 53,764 | $13.7M | 3.29% | −3,803−6.6% | Reduced |
| Satovsky Asset Management LLC | 53,755 | $13.7M | 2.73% | +117+0.2% | Added |
| Arbor Investment Advisors, LLC | 53,712 | $13.7M | 1.74% | +32,283+150.7% | Added |
| Promethium Advisors,llc | 53,702 | $13.7M | 7.84% | −2,245−4.0% | Reduced |
| N.E.W. Advisory Services LLC | 53,671 | $13.7M | 1.22% | −831−1.5% | Reduced |
| First Bank & Trust | 53,657 | $13.7M | 2.30% | +38,070+244.2% | Added |
| Fermata Advisors, LLC | 53,570 | $13.6M | 3.46% | −3,418−6.0% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 53,531 | $13.6M | 1.83% | −4,645−8.0% | Reduced |
| Inspire Trust Co, N.A. | 53,505 | $13.6M | 2.48% | +1,662+3.2% | Added |
| Canopy Partners, LLC | 53,463 | $13.6M | 4.55% | −254−0.5% | Reduced |
| Torray LLC | 53,411 | $13.6M | 1.85% | −2,171−3.9% | Reduced |
| Trail Ridge Investment Advisors, LLC | 53,394 | $13.6M | 6.10% | +323+0.6% | Added |
| Ervin Investment Management, LLC | 53,392 | $13.6M | 7.78% | −1,102−2.0% | Reduced |
| Ballast, Inc. | 53,261 | $13.6M | 3.30% | −367−0.7% | Reduced |
| Scissortail Wealth Management, LLC | 53,144 | $13.5M | 2.95% | +412+0.8% | Added |
| Beacon Capital Management, LLC | 53,133 | $13.5M | 1.92% | +4,015+8.2% | Added |
| Financial Security Advisor, Inc. | 53,105 | $13.5M | 2.88% | −604−1.1% | Reduced |
| Charles Schwab Trust Co | 53,060 | $13.5M | 0.92% | +21,342+67.3% | Added |
| West Wealth Group, LLC | 54,173 | $13.5M | 3.05% | −1,344−2.4% | Reduced |
| Clearwater Capital Advisors, LLC | 52,991 | $13.5M | 1.15% | −1,563−2.9% | Reduced |
| Strategic Investment Solutions, Inc. | 53,080 | $13.5M | 3.57% | +1,834+3.6% | Added |
| Abundance Wealth Counselors | 52,794 | $13.4M | 2.30% | −5,746−9.8% | Reduced |
| Coston, McIsaac & Partners | 52,752 | $13.4M | 3.20% | −514−1.0% | Reduced |
| Princeton Global Asset Management LLC | 52,523 | $13.4M | 2.22% | +489+0.9% | Added |
| DMG Group, LLC | 52,502 | $13.4M | 9.25% | +140+0.3% | Added |
| Eukles Asset Management | 52,390 | $13.3M | 5.19% | −152−0.3% | Reduced |
| Impact Capital Partners LLC | 52,388 | $13.3M | 4.01% | −353−0.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 52,343 | $13.3M | 1.34% | −1,568−2.9% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 243,924 | $13.3M | 5.79% | +43,851+21.9% | Added |
| White Pine Capital LLC | 52,290 | $13.3M | 3.81% | +180.0% | Added |
| Private Management Group Inc | 52,225 | $13.3M | 0.40% | +1,695+3.4% | Added |
| Menlo Advisors LLC | 52,157 | $13.3M | 6.30% | −844−1.6% | Reduced |
| Eagle Capital Management, LLC | 51,961 | $13.2M | 5.00% | −473−0.9% | Reduced |
| Central Valley Advisors, LLC | 51,893 | $13.2M | 4.09% | +3,287+6.8% | Added |
| Wealth Management Partners, LLC | 51,878 | $13.2M | 4.20% | −1,257−2.4% | Reduced |
| Garrison Point Advisors, LLC | 51,870 | $13.2M | 5.54% | +100+0.2% | Added |
| Lederer & Associates Investment Counsel | 51,861 | $13.2M | 8.57% | −3,656−6.6% | Reduced |
| Chemung Canal Trust Co | 51,810 | $13.2M | 2.63% | −1,271−2.4% | Reduced |
| 626 Financial, LLC | 51,797 | $13.2M | 5.81% | −566−1.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 51,780 | $13.2M | 5.63% | +3,894+8.1% | Added |
| Buckhead Capital Management LLC | 51,733 | $13.2M | 4.79% | −5,148−9.1% | Reduced |