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 |
|---|---|---|---|---|---|
| Firestone Capital Management | 14,646 | $2.51M | 0.70% | −308−2.1% | Reduced |
| Old West Investment Management, LLC | 14,664 | $2.51M | 1.27% | −909−5.8% | Reduced |
| Cherry Tree Wealth Management, LLC | 14,675 | $2.52M | 0.63% | −279−1.9% | Reduced |
| Collective Family Office LLC | 14,687 | $2.52M | 0.82% | −725−4.7% | Reduced |
| Gallacher Capital Management LLC | 14,694 | $2.52M | 1.28% | −317−2.1% | Reduced |
| Capital Square, LLC | 14,701 | $2.52M | 1.78% | −278−1.9% | Reduced |
| Seeds Investor LLC | 14,705 | $2.52M | 2.32% | +11,724+393.3% | Added |
| MUFG Securities EMEA plc | 14,717 | $2.52M | 0.23% | −337,444−95.8% | Reduced |
| Viewpoint Capital Management LLC | 14,731 | $2.53M | 1.61% | −1,120−7.1% | Reduced |
| DCF Advisers, LLC | 14,750 | $2.53M | 1.52% | 00.0% | Unchanged |
| Kennicott Capital Management LLC | 14,767 | $2.53M | 1.12% | 00.0% | Unchanged |
| Paul Damon & Associates, Inc. | 14,767 | $2.53M | 1.76% | −3,734−20.2% | Reduced |
| Clear Investment Research, LLC | 14,777 | $2.53M | 3.41% | +205+1.4% | Added |
| Stamos Capital Partners, L.P. | 14,780 | $2.53M | 0.58% | −610−4.0% | Reduced |
| Berkeley Capital Partners, LLC | 14,785 | $2.54M | 0.77% | −137−0.9% | Reduced |
| Blueshift Asset Management, LLC | 14,811 | $2.54M | 1.32% | +14,811 | New |
| Prentice Wealth Management LLC | 14,841 | $2.54M | 0.88% | +1,240+9.1% | Added |
| Prelude Capital Management, LLC | 14,855 | $2.55M | 0.17% | +14,855 | New |
| Channing Global Advisors, LLC | 14,859 | $2.55M | 2.16% | −84−0.6% | Reduced |
| Yost Capital Management, LP | 14,860 | $2.55M | 3.94% | +970+7.0% | Added |
| CM Wealth Advisors LLC | 13,994 | $2.55M | 0.73% | +8,603+159.6% | Added |
| Sharper & Granite LLC | 15,057 | $2.55M | 1.23% | −1,358−8.3% | Reduced |
| Compass Financial Group, INC | 14,893 | $2.55M | 0.59% | +543+3.8% | Added |
| Powell Investment Advisors, LLC | 14,898 | $2.55M | 1.35% | +10.0% | Added |
| Valued Retirements, Inc. | 14,934 | $2.56M | 4.10% | +9+0.1% | Added |
| FOCUS Wealth Advisors, LLC | 14,938 | $2.56M | 1.37% | +775+5.5% | Added |
| Stonebridge Financial Planning Group, LLC | 14,951 | $2.56M | 1.36% | −101−0.7% | Reduced |
| Dopkins Wealth Management, LLC | 14,959 | $2.57M | 1.54% | +5,219+53.6% | Added |
| Riverstone Advisors, LLC | 14,972 | $2.57M | 1.53% | +80+0.5% | Added |
| VisionPoint Advisory Group, LLC | 14,992 | $2.57M | 0.93% | +4,063+37.2% | Added |
| Archetype Wealth Partners | 15,052 | $2.58M | 0.43% | +309+2.1% | Added |
| Echo45 Advisors LLC | 15,055 | $2.58M | 1.86% | +4,818+47.1% | Added |
| US Financial Advisors, LLC | 15,056 | $2.58M | 0.89% | +229+1.5% | Added |
| Buttonwood Financial Advisors Inc. | 15,094 | $2.59M | 1.22% | −767−4.8% | Reduced |
| Apeiron RIA LLC | 15,113 | $2.59M | 0.75% | +1,877+14.2% | Added |
| Prostatis Group LLC | 15,162 | $2.59M | 0.98% | +1,156+8.3% | Added |
| Ade, LLC | 15,152 | $2.60M | 1.74% | −60−0.4% | Reduced |
| RAM Investment Partners, LLC | 15,162 | $2.60M | 0.82% | +3,244+27.2% | Added |
| Helen Stephens Group, LLC | 15,179 | $2.60M | 1.01% | +136+0.9% | Added |
| Saxony Capital Management, LLC | 15,183 | $2.60M | 3.14% | −530−3.4% | Reduced |
| Waller Financial Planning Group, Inc | 15,198 | $2.61M | 0.69% | −767−4.8% | Reduced |
| Sterling Financial Planning, Inc. | 15,210 | $2.61M | 1.06% | −280−1.8% | Reduced |
| Brogan Financial, Inc. | 15,216 | $2.61M | 1.72% | +809+5.6% | Added |
| Grant Street Asset Management, Inc. | 15,238 | $2.61M | 0.85% | −18−0.1% | Reduced |
| RCS Financial Planning, LLC | 15,270 | $2.62M | 1.61% | +503+3.4% | Added |
| Objectivity Squared, LLC | 15,613 | $2.62M | 2.30% | −91−0.6% | Reduced |
| 25 LLC | 15,334 | $2.63M | 1.29% | +30.0% | Added |
| FDx Advisors, Inc. | 15,348 | $2.63M | 0.40% | −32,753−68.1% | Reduced |
| Kirtland Hills Capital Management, LLC | 14,393 | $2.63M | 2.27% | +14,393 | New |
| Myecfo, LLC | 15,356 | $2.63M | 1.54% | +376+2.5% | Added |
| Von Berge Wealth Management Group, LLC | 15,366 | $2.63M | 1.70% | −408−2.6% | Reduced |
| Kelman-Lazarov, Inc. | 15,373 | $2.64M | 0.52% | −489−3.1% | Reduced |
| Precedent Wealth Partners, LLC | 15,373 | $2.64M | 1.13% | −300−1.9% | Reduced |
| Renasant Bank | 15,390 | $2.64M | 1.88% | −215−1.4% | Reduced |
| Werlinich Asset Management, LLC | 15,230 | $2.64M | 1.72% | −190−1.2% | Reduced |
| Arcus Capital Partners, LLC | 15,396 | $2.64M | 0.84% | −340−2.2% | Reduced |
| Lionsbridge Wealth Management LLC | 15,450 | $2.65M | 2.05% | −18−0.1% | Reduced |
| Bollard Group LLC | 15,503 | $2.66M | 0.08% | +21+0.1% | Added |
| Scarborough Advisors, LLC | 15,519 | $2.66M | 1.23% | −1,708−9.9% | Reduced |
| Pointe Capital Management LLC | 15,529 | $2.66M | 1.65% | +9+0.1% | Added |
| Abel Hall, LLC | 15,558 | $2.67M | 2.00% | −1,555−9.1% | Reduced |
| CKW Financial Group | 15,697 | $2.67M | 0.35% | +103+0.7% | Added |
| Wealthgate Family Office, LLC | 15,585 | $2.67M | 6.94% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 15,617 | $2.68M | 2.85% | +25+0.2% | Added |
| Custos Family Office, LLC | 15,637 | $2.68M | 1.38% | −379−2.4% | Reduced |
| CGC Financial Services, LLC | 15,678 | $2.69M | 1.41% | −965−5.8% | Reduced |
| OMNI 360 Wealth, Inc. | 15,685 | $2.69M | 2.22% | +303+2.0% | Added |
| Wealthstream Advisors, Inc. | 15,689 | $2.69M | 1.02% | −544−3.4% | Reduced |
| TLWM | 15,708 | $2.69M | 0.60% | +2,083+15.3% | Added |
| Pinnacle Holdings, LLC | 15,745 | $2.70M | 1.08% | −1,608−9.3% | Reduced |
| Ssi Investment Management LLC | 15,756 | $2.70M | 0.20% | −197−1.2% | Reduced |
| Blackston Financial Advisory Group, LLC | 15,758 | $2.70M | 1.79% | −523−3.2% | Reduced |
| Karpas Strategies, LLC | 15,787 | $2.71M | 0.84% | +30+0.2% | Added |
| Truepoint, Inc. | 15,812 | $2.71M | 0.08% | −52,974−77.0% | Reduced |
| Ledgewood Wealth Advisors, LLC | 15,842 | $2.72M | 2.52% | −1,895−10.7% | Reduced |
| Etfidea, LLC | 15,853 | $2.72M | 0.93% | +78+0.5% | Added |
| Reuter James Wealth Management, LLC | 15,855 | $2.72M | 1.89% | −164−1.0% | Reduced |
| John W. Brooker & Co., CPAs | 15,855 | $2.72M | 1.46% | +13+0.1% | Added |
| Covenant Partners, LLC | 15,856 | $2.72M | 0.79% | −5,234−24.8% | Reduced |
| Francis Financial, Inc. | 15,902 | $2.73M | 0.88% | +975+6.5% | Added |
| Arlington Partners LLC | 15,977 | $2.74M | 1.40% | −12,011−42.9% | Reduced |
| Constant Guidance Financial LLC | 16,162 | $2.74M | 2.53% | +4,428+37.7% | Added |
| KilterHowling LLC | 15,996 | $2.74M | 1.93% | +984+6.6% | Added |
| Matrix Private Capital Group LLC | 16,013 | $2.75M | 1.86% | −604−3.6% | Reduced |
| Empire Life Investments Inc. | 16,126 | $2.77M | 0.17% | +3,859+31.5% | Added |
| Sterling Manor Financial, LLC | 16,136 | $2.77M | 2.08% | +134+0.8% | Added |
| Rain Capital Management, LLC | 16,143 | $2.77M | 1.86% | −70−0.4% | Reduced |
| Keating Wealth Management LLC | 16,167 | $2.77M | 1.66% | 00.0% | Unchanged |
| Riverpark Capital Management LLC | 16,176 | $2.77M | 3.80% | +577+3.7% | Added |
| American State Bank (Iowa) | 16,208 | $2.78M | 1.86% | −1,463−8.3% | Reduced |
| Virginia Wealth Management Group, Inc. | 16,220 | $2.78M | 2.27% | +6,809+72.4% | Added |
| Compass Capital Management, Inc | 16,242 | $2.79M | 0.18% | −2,404−12.9% | Reduced |
| Boomfish Wealth Group, LLC | 16,247 | $2.79M | 1.87% | +1,368+9.2% | Added |
| Elgethun Capital Management | 16,349 | $2.79M | 0.70% | −58−0.4% | Reduced |
| Three Bridge Wealth Advisors, LLC | 16,258 | $2.79M | 1.10% | −721−4.2% | Reduced |
| Flaharty Asset Management, LLC | 16,268 | $2.79M | 0.41% | −240−1.5% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 16,287 | $2.79M | 0.05% | −446−2.7% | Reduced |
| Magnolia Wealth Management, LLC | 16,387 | $2.80M | 1.14% | +11,774+255.2% | Added |
| WorthPointe, LLC | 16,321 | $2.80M | 1.41% | −273−1.6% | Reduced |
| Howard Capital Management Inc. | 16,351 | $2.80M | 0.31% | −8,181−33.3% | Reduced |