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 |
|---|---|---|---|---|---|
| Northwest Quadrant Wealth Management, LLC | 16,374 | $2.81M | 0.69% | −29−0.2% | Reduced |
| Scharf Investments, LLC | 16,397 | $2.81M | 0.08% | −2,226−12.0% | Reduced |
| Malaga Cove Capital, LLC | 16,425 | $2.82M | 1.15% | +888+5.7% | Added |
| HMS Capital Management, LLC | 16,455 | $2.82M | 1.56% | −514−3.0% | Reduced |
| First Bank & Trust | 16,479 | $2.83M | 0.58% | −214−1.3% | Reduced |
| Nabity-Jensen Investment Management Inc | 16,489 | $2.83M | 2.33% | +14+0.1% | Added |
| Cox Capital Mgt LLC | 16,511 | $2.83M | 1.75% | −302−1.8% | Reduced |
| Guild Investment Management, Inc. | 16,528 | $2.83M | 3.62% | +360+2.2% | Added |
| Hartford Funds Management Co LLC | 16,531 | $2.83M | 0.27% | +1,178+7.7% | Added |
| Kelly Financial Services LLC | 16,534 | $2.84M | 1.08% | +22+0.1% | Added |
| 4J Wealth Management LLC | 16,548 | $2.84M | 2.45% | −441−2.6% | Reduced |
| Acorn Creek Capital LLC | 16,575 | $2.84M | 1.79% | −1,658−9.1% | Reduced |
| Joseph Group Capital Management | 16,581 | $2.84M | 1.42% | +5,259+46.4% | Added |
| Avaii Wealth Management, LLC | 16,587 | $2.84M | 1.67% | −677−3.9% | Reduced |
| ESG Planning | 16,590 | $2.84M | 3.34% | +2,522+17.9% | Added |
| Aspen Wealth Strategies, LLC | 16,590 | $2.84M | 1.96% | −710−4.1% | Reduced |
| Bright Financial Advisors, Inc. | 16,541 | $2.84M | 2.26% | +16,541 | New |
| WealthTrust Asset Management, LLC | 16,609 | $2.85M | 2.17% | −958−5.5% | Reduced |
| Crane Advisory, LLC | 16,873 | $2.85M | 0.57% | +218+1.3% | Added |
| V2 Financial group LLC | 16,634 | $2.85M | 1.95% | +1,601+10.6% | Added |
| Investors Research Corp | 16,680 | $2.86M | 0.67% | −627−3.6% | Reduced |
| Camden National Bank | 16,693 | $2.86M | 0.51% | −1,321−7.3% | Reduced |
| Greylin Investment Mangement Inc | 16,711 | $2.87M | 0.46% | +61+0.4% | Added |
| Coyle Financial Counsel LLC | 16,735 | $2.87M | 1.03% | +62+0.4% | Added |
| Naples Money Management LLC | 16,736 | $2.87M | 2.86% | −1,255−7.0% | Reduced |
| JRM Investment Counsel, LLC | 16,746 | $2.87M | 0.95% | +201+1.2% | Added |
| Thrive Capital Management, LLC | 16,747 | $2.87M | 1.53% | −4,866−22.5% | Reduced |
| Dixon Fnancial Services, Inc. | 16,761 | $2.87M | 1.59% | −200−1.2% | Reduced |
| Interchange Capital Partners, LLC | 17,411 | $2.88M | 1.94% | +1,086+6.7% | Added |
| Jackson Thornton Asset Management, LLC | 16,778 | $2.88M | 0.49% | −493−2.9% | Reduced |
| Tucker Asset Management LLC | 16,783 | $2.88M | 0.66% | +865+5.4% | Added |
| AllSquare Wealth Management LLC | 16,790 | $2.88M | 1.69% | −200−1.2% | Reduced |
| Investors Asset Management of Georgia Inc | 16,815 | $2.88M | 1.36% | −357−2.1% | Reduced |
| Capital Management Associates | 16,824 | $2.88M | 3.44% | −1,595−8.7% | Reduced |
| Strata Wealth Advisors, LLC | 16,835 | $2.89M | 1.02% | +4,018+31.3% | Added |
| Opus Capital Group, LLC | 16,863 | $2.89M | 0.42% | +60.0% | Added |
| Planned Solutions, Inc. | 16,868 | $2.89M | 1.42% | +98+0.6% | Added |
| Rebalance, LLC | 16,874 | $2.89M | 0.24% | −450−2.6% | Reduced |
| Verus Financial Partners, Inc. | 16,881 | $2.89M | 0.34% | −1,110−6.2% | Reduced |
| Caliber Wealth Management, LLC | 16,890 | $2.90M | 1.54% | +207+1.2% | Added |
| Robinson Smith Wealth Advisors LLC | 16,892 | $2.90M | 2.78% | −4,657−21.6% | Reduced |
| SilverOak Wealth Management LLC | 16,930 | $2.90M | 0.72% | −269−1.6% | Reduced |
| Affinity Investment Advisors, LLC | 16,937 | $2.90M | 2.12% | −2,236−11.7% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 16,954 | $2.91M | 0.19% | −1,401−7.6% | Reduced |
| Bullock Wealth Management Group | 17,105 | $2.91M | 1.95% | +17,105 | New |
| Caerus Investment Advisors, LLC | 16,967 | $2.91M | 2.81% | −950−5.3% | Reduced |
| Sensible Money, LLC | 16,973 | $2.91M | 1.56% | −574−3.3% | Reduced |
| Crestline Management, LP | 17,000 | $2.92M | 0.28% | +17,000 | New |
| Heritage Wealth Management, LLC | 17,013 | $2.92M | 1.49% | −566−3.2% | Reduced |
| New Covenant Trust Company, N.A. | 17,104 | $2.93M | 2.93% | +17,104 | New |
| Eads & Heald Wealth Management | 17,105 | $2.93M | 1.37% | −1,141−6.3% | Reduced |
| Private Management Group Inc | 17,109 | $2.93M | 0.11% | −446−2.5% | Reduced |
| Waypoint Wealth Partners Inc. | 17,112 | $2.93M | 0.83% | +7,022+69.6% | Added |
| Guerra Pan Advisors, LLC | 17,114 | $2.93M | 2.71% | −9,611−36.0% | Reduced |
| Warren Street Wealth Advisors, LLC | 17,134 | $2.94M | 1.46% | +469+2.8% | Added |
| Stableford Capital II LLC | 17,156 | $2.94M | 1.18% | +59+0.3% | Added |
| Epiq Partners, LLC | 17,183 | $2.95M | 1.96% | +1,862+12.2% | Added |
| Financial Guidance Group, Inc. | 17,199 | $2.95M | 1.91% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 15,320 | $2.95M | 0.69% | 00.0% | Unchanged |
| Single Point Partners, LLC | 17,231 | $2.96M | 0.69% | +182+1.1% | Added |
| Regimen Wealth, LLC | 17,273 | $2.96M | 1.03% | +76+0.4% | Added |
| Versant Capital Management, Inc | 17,289 | $2.96M | 0.85% | −2,358−12.0% | Reduced |
| Florida Financial Advisors, LLC | 17,301 | $2.97M | 2.18% | +3,415+24.6% | Added |
| Todd Asset Management LLC | 17,305 | $2.97M | 0.06% | 00.0% | Unchanged |
| Colony Family Offices, LLC | 17,307 | $2.97M | 0.96% | −1,641−8.7% | Reduced |
| Bond & Devick Financial Network, Inc. | 17,314 | $2.97M | 1.61% | −52−0.3% | Reduced |
| Cedrus LLC | 17,328 | $2.97M | 1.62% | +553+3.3% | Added |
| Centennial Bank | 17,355 | $2.98M | 1.52% | −838−4.6% | Reduced |
| Sykon Capital LLC | 17,368 | $2.98M | 1.08% | +10,788+164.0% | Added |
| Creegan & Nassoura Financial Group, LLC | 17,465 | $2.99M | 2.00% | +710+4.2% | Added |
| Sphera Funds Management Ltd. | 17,500 | $3.00M | 0.49% | +17,500 | New |
| Sendero Wealth Management, LLC | 17,511 | $3.00M | 0.52% | −75−0.4% | Reduced |
| Geometric Wealth Advisors | 17,538 | $3.01M | 0.71% | 00.0% | Unchanged |
| Campion Asset Management LLC | 17,550 | $3.01M | 2.33% | +55+0.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 17,568 | $3.01M | 1.24% | −4,680−21.0% | Reduced |
| Grace & White Inc | 17,589 | $3.02M | 0.54% | −1,840−9.5% | Reduced |
| apricus wealth, LLC | 17,592 | $3.02M | 2.12% | −718−3.9% | Reduced |
| Vantage Financial Partners, LLC | 17,605 | $3.02M | 0.81% | −367−2.0% | Reduced |
| Brooktree Capital Management | 17,614 | $3.02M | 2.33% | −8,457−32.4% | Reduced |
| Brasada Capital Management, LP | 17,616 | $3.02M | 0.54% | −6,123−25.8% | Reduced |
| Echo Wealth Management, LLC | 17,635 | $3.02M | 2.51% | +5,865+49.8% | Added |
| BluePointe Capital Management, LLC | 17,676 | $3.03M | 2.08% | +312+1.8% | Added |
| Athena Investment Management | 17,687 | $3.03M | 1.82% | −96−0.5% | Reduced |
| Weaver Capital Management LLC | 17,722 | $3.04M | 1.05% | −224−1.2% | Reduced |
| Cornerstone Planning Group LLC | 16,581 | $3.04M | 0.95% | −1,203−6.8% | Reduced |
| IMZ Advisory Inc | 17,732 | $3.04M | 1.57% | −184−1.0% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 17,748 | $3.04M | 0.95% | −4,179−19.1% | Reduced |
| Human Investing LLC | 17,751 | $3.04M | 0.61% | −4,397−19.9% | Reduced |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 17,754 | $3.04M | 1.26% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 17,756 | $3.04M | 0.54% | −245−1.4% | Reduced |
| Warwick Investment Management, Inc. | 17,760 | $3.05M | 0.73% | +3,382+23.5% | Added |
| Select Asset Management & Trust | 17,773 | $3.05M | 1.27% | −210−1.2% | Reduced |
| Beck Capital Management, LLC | 17,823 | $3.06M | 0.88% | −3,862−17.8% | Reduced |
| Nottingham Advisors, Inc. | 17,833 | $3.06M | 0.37% | +317+1.8% | Added |
| Viawealth, LLC | 17,839 | $3.06M | 1.91% | −1,089−5.8% | Reduced |
| Heritage Wealth Partners, LLC | 15,934 | $3.07M | 6.26% | 00.0% | Unchanged |
| KWB Wealth | 17,894 | $3.07M | 0.41% | −520−2.8% | Reduced |
| S. R. Schill & Associates | 17,904 | $3.07M | 1.34% | −5,257−22.7% | Reduced |
| Obsidian Personal Planning Solutions LLC | 18,027 | $3.07M | 2.02% | −1,593−8.1% | Reduced |
| May Barnhard Investments LLC | 17,936 | $3.08M | 1.54% | +487+2.8% | Added |