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, 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
- 5,024
- +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
- 1,966 more added
- Sold out
- 94
- 2,573 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 | 6,151 | $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, 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 |
|---|---|---|---|---|---|
| Sprinkle Financial Consultants LLC | 10,310 | $1.77M | 1.51% | −956−8.5% | Reduced |
| Prosperity Planning, Inc. | 10,349 | $1.77M | 0.61% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 10,388 | $1.78M | 1.54% | −1,554−13.0% | Reduced |
| Sage Investment Advisers LLC | 10,399 | $1.78M | 2.04% | −203−1.9% | Reduced |
| Troluce Capital Advisors LLC | 10,400 | $1.78M | 0.38% | +10,400 | New |
| Mustard Seed Financial, LLC | 10,401 | $1.78M | 1.78% | +402+4.0% | Added |
| Sar Wealth Management Group, LLC | 10,402 | $1.78M | 1.61% | +1,013+10.8% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 10,429 | $1.79M | 0.43% | −558−5.1% | Reduced |
| Harvest Investment Advisors, LLC | 10,434 | $1.79M | 1.34% | +55+0.5% | Added |
| Avenue 1 Advisors, LLC | 10,439 | $1.79M | 0.73% | −20.0% | Reduced |
| Defined Wealth Management, LLC | 10,443 | $1.79M | 1.29% | −36−0.3% | Reduced |
| Eaton-Cambridge Inc. | 10,456 | $1.79M | 0.95% | −3,126−23.0% | Reduced |
| Brightwater Advisory LLC | 10,478 | $1.80M | 1.44% | +775+8.0% | Added |
| DecisionPoint Financial, LLC | 10,635 | $1.80M | 0.72% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 10,513 | $1.80M | 1.79% | −10,554−50.1% | Reduced |
| Pavion Blue Capital, LLC | 10,519 | $1.80M | 0.89% | −176−1.6% | Reduced |
| DHJJ Financial Advisors, Ltd. | 10,540 | $1.81M | 0.80% | −50.0% | Reduced |
| FMA Wealth Management, LLC | 10,658 | $1.81M | 1.50% | +90+0.9% | Added |
| Wooster Corthell Wealth Management, Inc. | 10,583 | $1.81M | 0.42% | −67−0.6% | Reduced |
| Wulff, Hansen & Co. | 10,589 | $1.82M | 1.81% | −625−5.6% | Reduced |
| BW Gestao de Investimentos Ltda. | 10,596 | $1.82M | 0.16% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 10,616 | $1.82M | 0.56% | −300−2.7% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 10,635 | $1.82M | 0.47% | −184−1.7% | Reduced |
| KWMG, LLC | 10,640 | $1.82M | 0.20% | +60+0.6% | Added |
| Accordant Advisory Group Inc | 10,648 | $1.83M | 1.36% | +10,648 | New |
| Safeguard Financial, LLC | 10,655 | $1.83M | 0.60% | −1,032−8.8% | Reduced |
| GenWealth Group, Inc. | 10,667 | $1.83M | 0.46% | +120+1.1% | Added |
| HT Partners LLC | 10,679 | $1.83M | 0.66% | −301−2.7% | Reduced |
| Tower Wealth Partners, Inc. | 10,721 | $1.84M | 1.19% | +1,469+15.9% | Added |
| Menard Financial Group LLC | 10,735 | $1.84M | 1.55% | −2,368−18.1% | Reduced |
| Element Wealth, LLC | 10,736 | $1.84M | 1.08% | −695−6.1% | Reduced |
| Kaydan Wealth Management, Inc. | 10,739 | $1.84M | 0.63% | −254−2.3% | Reduced |
| Columbus Macro, LLC | 10,753 | $1.84M | 0.70% | −471−4.2% | Reduced |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 10,772 | $1.85M | 0.28% | −4,821−30.9% | Reduced |
| My Purposeful Wealth Corp. | 10,772 | $1.85M | 1.10% | +2,317+27.4% | Added |
| Legacy Financial Group LLC | 10,788 | $1.85M | 0.37% | +10,788 | New |
| Franklin, Parlapiano, Turner & Welch, LLC | 10,805 | $1.85M | 0.51% | 00.0% | Unchanged |
| AlphaQ Advisors LLC | 10,822 | $1.86M | 1.12% | −1,626−13.1% | Reduced |
| GoalVest Advisory LLC | 10,835 | $1.86M | 0.62% | +3,757+53.1% | Added |
| Landmark Wealth Management, LLC | 10,862 | $1.86M | 0.86% | +1,416+15.0% | Added |
| Tealwood Asset Management Inc | 10,869 | $1.86M | 0.84% | −674−5.8% | Reduced |
| Park Circle Co | 10,900 | $1.87M | 1.74% | 00.0% | Unchanged |
| Gouws Capital LLC | 10,940 | $1.88M | 1.42% | −650−5.6% | Reduced |
| Fairbanks Capital Management, Inc. | 10,943 | $1.88M | 1.29% | 00.0% | Unchanged |
| Lake Hills Wealth Management, LLC | 10,943 | $1.88M | 1.69% | −5,742−34.4% | Reduced |
| Capstone Wealth Management Group, LLC | 10,944 | $1.88M | 1.35% | −4,571−29.5% | Reduced |
| ForthRight Wealth Management, LLC | 10,957 | $1.88M | 0.67% | −140−1.3% | Reduced |
| Crestone Asset Management LLC | 10,966 | $1.88M | 0.38% | +128+1.2% | Added |
| Able Wealth Management LLC | 10,971 | $1.88M | 1.64% | +80+0.7% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 10,974 | $1.88M | 1.21% | +206+1.9% | Added |
| Rempart Asset Management Inc. | 10,980 | $1.88M | 0.36% | +2,835+34.8% | Added |
| Threadgill Financial, LLC | 10,985 | $1.88M | 0.84% | +1,452+15.2% | Added |
| Saiph Capital, LLC | 98,100 | $1.88M | 0.88% | +89,116+991.9% | Added |
| Global Wealth Strategies & Associates | 10,991 | $1.88M | 0.71% | +796+7.8% | Added |
| AJOVista, LLC | 10,993 | $1.89M | 5.11% | +117+1.1% | Added |
| OneAscent Wealth Management LLC | 11,004 | $1.89M | 0.72% | −3,902−26.2% | Reduced |
| Socha Financial Group, LLC | 11,005 | $1.89M | 0.83% | +5,581+102.9% | Added |
| Carmel Capital Partners, LLC | 11,024 | $1.89M | 0.78% | +1,945+21.4% | Added |
| Flower City Capital | 11,026 | $1.89M | 1.26% | −1,923−14.9% | Reduced |
| Shayne & Co., LLC | 11,029 | $1.89M | 0.51% | +20.0% | Added |
| Peterson Wealth Advisors, LLC | 11,036 | $1.89M | 0.40% | −38−0.3% | Reduced |
| American Planning Services, Inc. | 11,047 | $1.89M | 1.37% | +560+5.3% | Added |
| Stevard, LLC | 11,050 | $1.89M | 1.71% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 11,079 | $1.90M | 1.52% | +3,154+39.8% | Added |
| Rosenberg Matthew Hamilton | 11,178 | $1.90M | 0.55% | −570−4.9% | Reduced |
| Pinnacle Financial Group, LLC | 11,085 | $1.90M | 0.83% | −125−1.1% | Reduced |
| GW&K Investment Management, LLC | 11,139 | $1.91M | 0.02% | +660+6.3% | Added |
| Cohen & Steers, Inc. | 11,147 | $1.91M | 0.00% | −886−7.4% | Reduced |
| Motley Fool Wealth Management, LLC | 11,191 | $1.92M | 0.10% | −233−2.0% | Reduced |
| RTD Financial Advisors, Inc. | 11,191 | $1.92M | 0.26% | +1,272+12.8% | Added |
| Woodward Financial Advisors, Inc. | 11,308 | $1.92M | 1.16% | +97+0.9% | Added |
| VELA Investment Management, LLC | 11,238 | $1.93M | 0.71% | +210+1.9% | Added |
| Holistic Financial Partners | 11,272 | $1.93M | 0.98% | +56+0.5% | Added |
| CCG Wealth Management, LLC | 11,309 | $1.94M | 1.17% | +949+9.2% | Added |
| Future Financial Wealth Managment LLC | 11,310 | $1.94M | 1.49% | +181+1.6% | Added |
| Compass Advisory Group LLC | 11,311 | $1.94M | 0.86% | −70−0.6% | Reduced |
| Cranbrook Wealth Management, LLC | 11,322 | $1.94M | 0.49% | +17+0.2% | Added |
| Ratio Wealth Group | 11,331 | $1.94M | 0.36% | −331−2.8% | Reduced |
| Second Half Financial Partners, LLC | 11,354 | $1.95M | 0.87% | +215+1.9% | Added |
| Soundmark Wealth Management, LLC | 11,359 | $1.95M | 0.86% | +40.0% | Added |
| 5th Street Advisors, LLC | 11,364 | $1.95M | 1.10% | −66−0.6% | Reduced |
| Vista Investment Management | 11,376 | $1.95M | 0.79% | −223−1.9% | Reduced |
| U S Global Investors Inc | 11,400 | $1.95M | 0.16% | +11,400 | New |
| Pring Turner Capital Group Inc | 11,411 | $1.96M | 1.43% | 00.0% | Unchanged |
| Camarda Financial Advisors, LLC | 11,448 | $1.96M | 0.79% | −628−5.2% | Reduced |
| Duncan Williams Asset Management, LLC | 11,439 | $1.96M | 1.77% | +11,439 | New |
| Builder Investment Group Inc | 11,461 | $1.97M | 0.57% | −69−0.6% | Reduced |
| Monte Financial Group, LLC | 11,483 | $1.97M | 0.86% | −49−0.4% | Reduced |
| Israel Discount Bank of New York | 11,500 | $1.97M | 2.46% | −4,481−28.0% | Reduced |
| Cohen Capital Management, Inc. | 11,529 | $1.98M | 0.35% | +1,692+17.2% | Added |
| Legal Advantage Investments, Inc. | 11,537 | $1.98M | 1.11% | 00.0% | Unchanged |
| Williams & Novak, LLC | 10,289 | $1.98M | 2.25% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 11,559 | $1.98M | 0.22% | +30+0.3% | Added |
| Roth Financial Partners LLC | 11,565 | $1.98M | 0.88% | 00.0% | Unchanged |
| Sterling Wealth Management, Inc. | 11,571 | $1.98M | 0.99% | +34+0.3% | Added |
| MKT Advisors LLC | 11,831 | $1.98M | 1.09% | +46+0.4% | Added |
| Whalen Wealth Management Inc. | 11,591 | $1.99M | 1.47% | +5,260+83.1% | Added |
| Ami Investment Management Inc | 11,610 | $1.99M | 0.72% | −446−3.7% | Reduced |
| Burr Financial Services, LLC | 10,940 | $2.00M | 1.56% | +350+3.3% | Added |
| VCI Wealth Management LLC | 11,664 | $2.00M | 1.35% | +125+1.1% | Added |