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 7 sales; 6,149 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 2024
Institutional positions in Apple Inc. as of Mar 31, 2024. 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
- 5,023
- +123 vs. Q4 2023
- Shares held
- 9.33B
- +4.56M (0.0%) vs. Q4 2023
- Total value
- $1.61T
- −$194.5B (−10.8%) vs. Q4 2023
- New holders
- 217
- 1,964 more added
- Sold out
- 94
- 2,574 more reduced
76 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: 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 | 6,149 | $2.80T |
| Q1 2026 | 6,134 | $2.40T |
| Q4 2025 | 6,130 | $2.61T |
| Q3 2025 | 5,616 | $2.35T |
| Q2 2025 | 5,599 | $1.93T |
| Q1 2025 | 5,607 | $2.08T |
| Q4 2024 | 5,671 | $2.36T |
| Q3 2024 | 5,105 | $2.17T |
| Q2 2024 | 5,132 | $1.98T |
| Q1 2024 | 5,023 | $1.61T |
| Q4 2023 | 4,976 | $1.81T |
| Q3 2023 | 4,618 | $1.60T |
| Q2 2023 | 4,594 | $1.82T |
| Q1 2023 | 4,524 | $1.55T |
| Q4 2022 | 4,555 | $1.21T |
| Q3 2022 | 4,346 | $1.29T |
| Q2 2022 | 4,339 | $1.28T |
| Q1 2022 | 4,390 | $1.66T |
| Q4 2021 | 4,402 | $1.69T |
| Q3 2021 | 3,859 | $1.34T |
| Q2 2021 | 3,879 | $1.31T |
| Q1 2021 | 3,855 | $1.17T |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Apple Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Globeflex Capital L P | 2 | $343 | 0.00% | +2 | New |
| Capco Asset Management, LLC | 8 | $1.37K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.72K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 53 | $9.09K | 0.09% | +53 | New |
| Longfellow Investment Management Co LLC | 81 | $13.9K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 88 | $15.1K | 0.00% | −125−58.7% | Reduced |
| AM Squared Ltd | 100 | $17.1K | 0.04% | +100 | New |
| Kessler Investment Group, LLC | 120 | $20.6K | 0.01% | +8+7.1% | Added |
| Christopher J. Hasenberg, Inc | 202 | $34.6K | 0.02% | +202 | New |
| 4Thought Financial Group Inc. | 206 | $35.3K | 0.02% | 00.0% | Unchanged |
| Mango Five Family, Inc. | 217 | $37.2K | 0.01% | −80−26.9% | Reduced |
| Quarry LP | 294 | $50.4K | 0.02% | +55+23.0% | Added |
| Global Assets Advisory, LLC | 9,240,214 | $54.3K | 2.48% | +9,200,345+23,076.4% | Added |
| Bull Oak Capital, LLC | 328 | $56.2K | 0.04% | −174,765−99.8% | Reduced |
| Morgan Dempsey Capital Management LLC | 330 | $56.6K | 0.02% | −20−5.7% | Reduced |
| Tfo-TDC, LLC | 366 | $62.8K | 0.01% | −654−64.1% | Reduced |
| PayPay Securities Corp | 381 | $65.3K | 3.26% | +25+7.0% | Added |
| Clarity Asset Management, Inc. | 441 | $75.6K | 0.05% | −2−0.5% | Reduced |
| Cordant, Inc. | 505 | $86.6K | 0.05% | 00.0% | Unchanged |
| Paloma Partners Management Co | 553 | $94.8K | 0.01% | −1,377−71.3% | Reduced |
| Friedenthal Financial | 578 | $99.1K | 0.06% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 588 | $100.8K | 0.09% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 630 | $108.0K | 0.03% | 00.0% | Unchanged |
| Fairway Wealth LLC | 644 | $110.5K | 0.07% | 00.0% | Unchanged |
| Disciplined Equity Management, Inc. | 666 | $114.2K | 0.08% | −6,544−90.8% | Reduced |
| Disciplina Capital Management LLC | 682 | $117.0K | 0.02% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 688 | $118.0K | 0.10% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 779 | $133.7K | 0.07% | −100−11.4% | Reduced |
| EMC Capital Management | 831 | $140.0K | 0.08% | +1+0.1% | Added |
| Access Investment Management LLC | 817 | $140.1K | 0.05% | +817 | New |
| Family CFO Inc | 890 | $152.6K | 0.09% | 00.0% | Unchanged |
| Hoese & Co LLP | 855 | $154.5K | 0.14% | −112−11.6% | Reduced |
| Mint Tower Capital Management B.V. | 985 | $169.0K | 0.06% | +985 | New |
| nVerses Capital, LLC | 1,000 | $171.5K | 0.41% | +1,000 | New |
| Sands Capital Management, LLC | 1,021 | $175.1K | 0.00% | +1,021 | New |
| Highland Capital Management Fund Advisors, L.P. | 1,100 | $188.6K | 0.03% | +1,100 | New |
| Schaeffer Financial LLC | 1,189 | $203.9K | 0.20% | +1+0.1% | Added |
| Carl Stuart Investment Advisor, Inc | 1,189 | $203.9K | 0.13% | −9,098−88.4% | Reduced |
| Safir Wealth Advisors, LLC | 1,200 | $205.8K | 0.17% | 00.0% | Unchanged |
| Fee-Only Financial Planning, L.C. | 1,202 | $206.1K | 0.14% | 00.0% | Unchanged |
| Pacific Financial Group Inc | 1,212 | $207.8K | 0.14% | +1,212 | New |
| Raymond James Trust Co. of NH | 1,219 | $209.0K | 2.08% | +79+6.9% | Added |
| Compass Financial Group, Inc. | 1,224 | $209.9K | 0.11% | +1,224 | New |
| Thor Investment Management Inc | 1,233 | $211.5K | 0.17% | −953−43.6% | Reduced |
| Algert Global LLC | 1,249 | $214.2K | 0.01% | −476−27.6% | Reduced |
| Templeton & Phillips Capital Management, LLC | 1,256 | $215.4K | 0.20% | +1,256 | New |
| Bay Harbor Wealth Management, LLC | 1,256 | $215.5K | 0.08% | +92+7.9% | Added |
| Portland Investment Counsel Inc. | 5,179 | $216.0K | 0.12% | 00.0% | Unchanged |
| Axim Planning & Wealth | 1,262 | $216.4K | 0.18% | +56+4.6% | Added |
| Financial Life Advisors | 1,267 | $217.3K | 0.09% | +164+14.9% | Added |
| Samjo Management, LLC | 1,280 | $219.5K | 0.08% | 00.0% | Unchanged |
| Envision Financial Planning, LLC | 1,281 | $219.6K | 0.18% | −149−10.4% | Reduced |
| Members Advisory Group LLC | 1,285 | $220.2K | 0.12% | +1,285 | New |
| Westend Capital Management, LLC | 1,295 | $222.1K | 0.09% | +1,295 | New |
| Touchstone Capital, Inc. | 1,300 | $222.9K | 0.28% | 00.0% | Unchanged |
| Brown Financial Advisory | 1,314 | $225.3K | 0.18% | +77+6.2% | Added |
| American Capital Management Inc | 1,316 | $225.7K | 0.01% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 1,323 | $226.8K | 0.05% | +22+1.7% | Added |
| Cardinal Capital Management, Inc. | 1,325 | $227.2K | 0.01% | 00.0% | Unchanged |
| Windham Capital Management, LLC | 1,326 | $227.4K | 0.18% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 1,368 | $234.6K | 0.20% | 00.0% | Unchanged |
| Burrus Financial Services, Inc. | 1,375 | $235.7K | 0.12% | +3+0.2% | Added |
| Ciovacco Capital Management LLC | 1,389 | $238.0K | 0.16% | +45+3.3% | Added |
| MontVue Capital Management, Inc. | 1,388 | $238.0K | 0.21% | −318−18.6% | Reduced |
| ESL Trust Services, LLC | 1,390 | $238.4K | 0.06% | 00.0% | Unchanged |
| Revere Asset Management, Inc | 1,400 | $240.1K | 0.31% | −335−19.3% | Reduced |
| Asset Planning Services Inc | 1,407 | $241.0K | 0.13% | +1+0.1% | Added |
| Luminvest Wealth Management LLC | 1,165 | $241.8K | 0.15% | 00.0% | Unchanged |
| Meixler Investment Management, Ltd. | 1,441 | $247.1K | 0.19% | −786−35.3% | Reduced |
| Weitzel Financial Services, Inc. | 1,458 | $247.6K | 0.13% | −532−26.7% | Reduced |
| Kraft Asset Management, LLC | 1,447 | $248.1K | 0.20% | +242+20.1% | Added |
| Arbor Wealth Advisors LLC | 1,456 | $249.6K | 0.24% | +1+0.1% | Added |
| Disciplined Growth Investors Inc | 1,464 | $251.0K | 0.00% | 00.0% | Unchanged |
| Letson Investment Management, Inc. | 1,469 | $251.9K | 0.11% | −56−3.7% | Reduced |
| Capital Wealth Management, LLC | 1,470 | $252.1K | 0.12% | −3,797−72.1% | Reduced |
| Platt Investment Counsel, LLC | 1,487 | $255.0K | 0.24% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 1,372 | $255.5K | 0.08% | +723+111.4% | Added |
| Bullseye Investment Management, LLC | 1,491 | $255.7K | 0.15% | −181−10.8% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 1,500 | $257.2K | 0.04% | 00.0% | Unchanged |
| J. Goldman & Co LP | 1,500 | $257.2K | 0.01% | +1,500 | New |
| McCarthy Grittinger Financial Group, LLC | 1,501 | $257.4K | 0.08% | 00.0% | Unchanged |
| Applied Capital LLC | 1,502 | $257.6K | 0.15% | −2,146−58.8% | Reduced |
| Strategic Equity Management | 1,506 | $258.2K | 0.22% | +352+30.5% | Added |
| Verde Capital Management | 1,515 | $259.8K | 0.09% | −1,279−45.8% | Reduced |
| Kirr Marbach & Co LLC | 1,522 | $260.9K | 0.06% | +90+6.3% | Added |
| Bear Mountain Capital, Inc. | 1,563 | $262.6K | 0.11% | −2,621−62.6% | Reduced |
| Vannoy Advisory Group, Inc. | 1,532 | $262.7K | 0.20% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 1,537 | $264.0K | 0.18% | +33+2.2% | Added |
| Shearwater Capital LLC | 1,544 | $264.8K | 0.20% | 00.0% | Unchanged |
| AIFG Consultants Ltd. | 1,553 | $266.4K | 0.19% | −625−28.7% | Reduced |
| Resolute Partners Group | 1,555 | $266.7K | 0.05% | 00.0% | Unchanged |
| Systematic Portfolios LLC | 1,564 | $268.2K | 0.92% | +1,564 | New |
| DSC Advisors, L.P. | 1,565 | $268.4K | 0.43% | +320+25.7% | Added |
| FMFE Wealth Management, LLC | 1,577 | $270.4K | 0.25% | 00.0% | Unchanged |
| Alpha Omega Group, Inc. | 1,579 | $270.8K | 0.38% | +220+16.2% | Added |
| Citadel Investment Advisory, Inc. | 1,600 | $274.0K | 0.15% | 00.0% | Unchanged |
| Brooklyn FI, LLC | 1,610 | $276.0K | 0.11% | +34+2.2% | Added |
| Roger Wittlin Investment Advisory, LLC | 1,618 | $277.5K | 0.19% | +1,618 | New |
| Triasima Portfolio Management inc. | 1,633 | $279.7K | 0.02% | −2,467−60.2% | Reduced |
| Frontier Asset Management, LLC | 1,655 | $283.8K | 0.10% | −1,535−48.1% | Reduced |