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 |
|---|---|---|---|---|---|
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 11,700 | $2.01M | 0.04% | +11,700 | New |
| Lakeside Advisors, INC. | 11,705 | $2.01M | 1.28% | −51−0.4% | Reduced |
| Financial Freedom, LLC | 11,718 | $2.01M | 1.19% | +12+0.1% | Added |
| Financial Planning & Information Services, Inc. | 11,724 | $2.01M | 0.30% | −158−1.3% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 11,857 | $2.01M | 1.81% | +1,089+10.1% | Added |
| Financial Symmetry Inc | 11,734 | $2.01M | 1.76% | +288+2.5% | Added |
| Wealth Forward, LLC | 11,737 | $2.01M | 1.58% | −112−0.9% | Reduced |
| Rooted Wealth Advisors, Inc. | 11,926 | $2.01M | 0.99% | +267+2.3% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 11,750 | $2.01M | 3.88% | −190−1.6% | Reduced |
| Matrix Trust Co | 11,766 | $2.02M | 0.46% | −61−0.5% | Reduced |
| Raffa Wealth Management, LLC | 11,772 | $2.02M | 0.60% | −124−1.0% | Reduced |
| Blossom Wealth Management | 11,812 | $2.03M | 4.88% | +286+2.5% | Added |
| Evergreen Wealth Management, LLC | 11,817 | $2.03M | 1.37% | 00.0% | Unchanged |
| Market Street Wealth Management Advisors LLC | 11,823 | $2.03M | 0.36% | −1,002−7.8% | Reduced |
| Advus Financial Partners, LLC | 11,824 | $2.03M | 0.90% | +99+0.8% | Added |
| Richwood Investment Advisors, LLC | 11,842 | $2.03M | 1.80% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 11,857 | $2.03M | 1.67% | +22+0.2% | Added |
| X-Square Capital, LLC | 11,944 | $2.03M | 0.97% | +109+0.9% | Added |
| OLIO Financial Planning | 10,551 | $2.04M | 0.86% | 00.0% | Unchanged |
| Red Cedar Investment Management, LLC | 11,921 | $2.04M | 0.26% | −14,935−55.6% | Reduced |
| HGK Asset Management Inc | 11,927 | $2.05M | 0.40% | −904−7.0% | Reduced |
| Seven Post Investment Office LP | 11,976 | $2.05M | 0.50% | −950−7.3% | Reduced |
| RWWM, Inc. | 11,999 | $2.06M | 0.22% | +1,368+12.9% | Added |
| Barings LLC | 12,003 | $2.06M | 0.05% | −1,191−9.0% | Reduced |
| WealthCare Investment Partners, LLC | 12,062 | $2.07M | 1.00% | +596+5.2% | Added |
| AJ Advisors, LLC | 12,090 | $2.07M | 1.14% | −83−0.7% | Reduced |
| New Century Financial Group, LLC | 12,097 | $2.07M | 1.44% | −3,455−22.2% | Reduced |
| SWAN Capital LLC | 12,154 | $2.08M | 1.19% | −340−2.7% | Reduced |
| Halter Ferguson Financial Inc. | 12,164 | $2.09M | 1.62% | −1,703−12.3% | Reduced |
| Talisman Wealth Advisors LLC | 12,169 | $2.09M | 2.62% | +161+1.3% | Added |
| Granite FO LLC | 9,219 | $2.09M | 1.23% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 12,184 | $2.09M | 0.63% | −2,442−16.7% | Reduced |
| Private Wealth Advisors | 12,201 | $2.09M | 0.88% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 12,208 | $2.09M | 1.60% | −4,843−28.4% | Reduced |
| Refined Wealth Management | 12,255 | $2.10M | 1.48% | −259−2.1% | Reduced |
| BEAM Asset Management, LLC | 12,258 | $2.10M | 1.26% | +605+5.2% | Added |
| AlphaMark Advisors, LLC | 12,283 | $2.11M | 0.74% | −164−1.3% | Reduced |
| Arista Wealth Management, LLC | 12,287 | $2.11M | 1.61% | −15,476−55.7% | Reduced |
| Angeles Investment Advisors, LLC | 12,305 | $2.11M | 0.11% | −16,425−57.2% | Reduced |
| Systematic Financial Management LP | 12,335 | $2.12M | 0.06% | 00.0% | Unchanged |
| United Community Bank | 12,348 | $2.12M | 0.82% | −10,095−45.0% | Reduced |
| Hara Capital LLC | 12,366 | $2.12M | 1.27% | −40.0% | Reduced |
| Readystate Asset Management LP | 12,441 | $2.13M | 0.08% | +12,441 | New |
| Wallace Capital Management Inc. | 12,471 | $2.14M | 0.29% | −300−2.3% | Reduced |
| Mittelman Wealth Management | 12,481 | $2.14M | 1.45% | +12,481 | New |
| Mraz, Amerine & Associates, Inc. | 12,492 | $2.14M | 0.40% | −436−3.4% | Reduced |
| New Perspectives, Inc | 12,500 | $2.14M | 1.19% | +12,500 | New |
| Gill Capital Partners, LLC | 12,594 | $2.15M | 0.87% | −140−1.1% | Reduced |
| Valtinson Bruner Financial Planning LLC | 12,511 | $2.15M | 0.91% | −432−3.3% | Reduced |
| Frazier Financial Advisors, LLC | 12,516 | $2.15M | 1.76% | −208−1.6% | Reduced |
| Arrowroot Family Office, LLC | 12,543 | $2.15M | 1.38% | +274+2.2% | Added |
| Provident Wealth Management, LLC | 12,556 | $2.15M | 0.81% | −717−5.4% | Reduced |
| Victory Financial Group, LLC | 12,564 | $2.15M | 1.28% | −1,643−11.6% | Reduced |
| Retirement Solution Inc. | 12,591 | $2.16M | 0.58% | −1,095−8.0% | Reduced |
| TrueWealth Advisors, LLC | 12,591 | $2.16M | 0.83% | +670+5.6% | Added |
| Birchbrook, Inc. | 12,592 | $2.16M | 1.28% | +46+0.4% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 12,609 | $2.16M | 0.93% | −7,315−36.7% | Reduced |
| West Financial Advisors, LLC | 12,611 | $2.16M | 0.46% | 00.0% | Unchanged |
| Vaughan & Co Securities, Inc. | 12,616 | $2.16M | 1.38% | −84−0.7% | Reduced |
| Stephenson National Bank & Trust | 12,645 | $2.17M | 0.75% | +458+3.8% | Added |
| Avion Wealth | 12,682 | $2.17M | 0.58% | −1,009−7.4% | Reduced |
| Brendel Financial Advisors LLC | 12,683 | $2.17M | 2.49% | +122+1.0% | Added |
| Intergy Private Wealth, LLC | 12,686 | $2.18M | 0.89% | −266−2.1% | Reduced |
| Marquette Asset Management, LLC | 12,686 | $2.18M | 0.38% | +78+0.6% | Added |
| Riverpoint Wealth Management Holdings, LLC | 12,688 | $2.18M | 0.60% | −49−0.4% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 12,689 | $2.18M | 1.92% | −604−4.5% | Reduced |
| Waycross Investment Management Co | 12,692 | $2.18M | 2.03% | +201+1.6% | Added |
| Dodds Wealth, LLC | 12,707 | $2.18M | 0.89% | +784+6.6% | Added |
| Gray Private Wealth, LLC | 12,730 | $2.18M | 1.44% | +12,730 | New |
| FSB Premier Wealth Management, Inc. | 12,735 | $2.18M | 1.02% | −133−1.0% | Reduced |
| Clarity Capital Advisors, LLC | 12,756 | $2.19M | 1.75% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 12,772 | $2.19M | 1.44% | −568−4.3% | Reduced |
| Wrenne Financial Planning LLC | 12,783 | $2.19M | 1.62% | +1,101+9.4% | Added |
| Old North State Wealth Management, LLC | 12,808 | $2.20M | 1.44% | +888+7.4% | Added |
| HTG Investment Advisors, Inc. | 12,821 | $2.20M | 1.27% | −2,900−18.4% | Reduced |
| Delphi Management Inc | 12,822 | $2.20M | 1.71% | −225−1.7% | Reduced |
| Fiduciary Planning LLC | 12,833 | $2.20M | 0.83% | +1,419+12.4% | Added |
| Pinnacle Wealth Management, LLC | 12,836 | $2.20M | 2.29% | −2,965−18.8% | Reduced |
| Operose Advisors LLC | 12,843 | $2.20M | 0.74% | +4,385+51.8% | Added |
| Madison Park Capital Advisors, LLC | 12,874 | $2.21M | 1.93% | −788−5.8% | Reduced |
| Consilio Wealth Advisors, LLC | 12,881 | $2.21M | 1.03% | +347+2.8% | Added |
| Acorns Advisers, LLC | 12,886 | $2.21M | 0.02% | +5,041+64.3% | Added |
| Providence First Trust Co | 12,890 | $2.21M | 0.96% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 12,891 | $2.21M | 1.23% | +350+2.8% | Added |
| Cottonwood Capital Advisors, LLC | 12,802 | $2.21M | 1.75% | −1,009−7.3% | Reduced |
| Forthright Family Wealth Advisory LLC | 12,896 | $2.21M | 1.48% | +69+0.5% | Added |
| Client 1st Advisory Group, LLC | 12,918 | $2.22M | 0.99% | +200+1.6% | Added |
| Curtis Advisory Group, LLC | 12,921 | $2.22M | 0.86% | −32,751−71.7% | Reduced |
| Clear Rock Advisors, LLC | 12,931 | $2.22M | 0.96% | +417+3.3% | Added |
| Sender Co & Partners, Inc. | 12,934 | $2.22M | 3.81% | +12,934 | New |
| Catalyst Private Wealth, LLC | 12,969 | $2.22M | 1.16% | −46−0.4% | Reduced |
| WealthCollab, LLC | 13,004 | $2.23M | 1.65% | +7,143+121.9% | Added |
| Up Strategic Wealth Investment Advisors LLC | 13,011 | $2.23M | 3.65% | −125−1.0% | Reduced |
| Solutions 4 Wealth, Ltd | 13,018 | $2.23M | 6.27% | −761−5.5% | Reduced |
| BTG Pactual Global Asset Management Ltd | 13,027 | $2.23M | 0.71% | +7,252+125.6% | Added |
| Cubic Asset Management, LLC | 13,057 | $2.24M | 0.53% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 13,066 | $2.24M | 0.76% | −22−0.2% | Reduced |
| Fortress Wealth Management, Inc. | 13,079 | $2.24M | 1.16% | −74−0.6% | Reduced |
| BluePath Capital Management, LLC | 13,080 | $2.24M | 1.73% | −4,356−25.0% | Reduced |
| Stephens Consulting, LLC | 13,089 | $2.24M | 0.69% | −1,545−10.6% | Reduced |