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 11 sales; 6,152 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 | 6,152 | $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 |
|---|---|---|---|---|---|
| Main Street Group, LTD | 18,097 | $3.08M | 1.34% | +2,051+12.8% | Added |
| Acorn Wealth Advisors, LLC | 17,973 | $3.08M | 1.61% | +192+1.1% | Added |
| Trust Co of Kansas | 17,984 | $3.08M | 1.68% | −3,395−15.9% | Reduced |
| Hutner Capital Management Inc | 17,989 | $3.08M | 1.67% | +1,140+6.8% | Added |
| Reik & Co., LLC | 17,999 | $3.09M | 0.77% | −390−2.1% | Reduced |
| VPR Management LLC | 18,000 | $3.09M | 0.86% | +18,000 | New |
| OmniStar Financial Group, Inc. | 18,003 | $3.09M | 2.83% | −4,142−18.7% | Reduced |
| Unique Wealth, LLC | 18,027 | $3.09M | 0.87% | +1,016+6.0% | Added |
| Portland Hill Asset Management Ltd | 18,048 | $3.09M | 7.56% | −858−4.5% | Reduced |
| Loudon Investment Management, LLC | 18,053 | $3.10M | 1.78% | +113+0.6% | Added |
| Conservest Capital Advisors, Inc. | 18,054 | $3.10M | 0.32% | +430+2.4% | Added |
| Clearline Capital LP | 18,066 | $3.10M | 0.31% | +18,066 | New |
| Wade Financial Advisory, Inc | 18,071 | $3.10M | 1.13% | −759−4.0% | Reduced |
| Sunflower Bank, N.A. | 18,076 | $3.10M | 0.70% | −548−2.9% | Reduced |
| Latitude Advisors, LLC | 18,087 | $3.10M | 1.94% | +295+1.7% | Added |
| Heritage Investment Group, Inc. | 18,133 | $3.11M | 0.64% | +6,126+51.0% | Added |
| Paragon Advisors, LLC | 18,183 | $3.12M | 1.26% | +4,793+35.8% | Added |
| Better Money Decisions, LLC | 18,209 | $3.12M | 2.48% | +152+0.8% | Added |
| Granite Group Advisors, LLC | 18,225 | $3.13M | 2.10% | 00.0% | Unchanged |
| Arvest Investments, Inc. | 18,261 | $3.13M | 0.50% | +721+4.1% | Added |
| Campbell Wealth Management | 18,262 | $3.13M | 0.31% | +2,077+12.8% | Added |
| Tributary Capital Management, LLC | 18,282 | $3.13M | 0.26% | −550−2.9% | Reduced |
| G&S Capital LLC | 18,292 | $3.14M | 1.40% | −146−0.8% | Reduced |
| John G Ullman & Associates Inc | 18,343 | $3.15M | 0.48% | +200+1.1% | Added |
| Wealth Advisors of Iowa, LLC | 18,347 | $3.15M | 1.91% | −497−2.6% | Reduced |
| CPA Asset Management LLC | 18,356 | $3.15M | 1.76% | +36+0.2% | Added |
| Goldstone Financial Group, LLC | 18,360 | $3.15M | 0.72% | −171−0.9% | Reduced |
| Coombe, Bender & Co LLC | 18,370 | $3.15M | 1.91% | −2,621−12.5% | Reduced |
| GEM Asset Management, LLC | 18,774 | $3.15M | 2.12% | −94−0.5% | Reduced |
| Mendel Money Management | 18,401 | $3.16M | 1.46% | +59+0.3% | Added |
| Narus Financial Partners, LLC | 18,462 | $3.17M | 1.35% | −263−1.4% | Reduced |
| Rakuten Securities, Inc. | 18,482 | $3.17M | 1.39% | +8,139+78.7% | Added |
| CJM Wealth Advisers, Ltd. | 18,528 | $3.18M | 1.20% | +100+0.5% | Added |
| James J. Burns & Company, LLC | 18,848 | $3.18M | 1.11% | −47,975−71.8% | Reduced |
| Fielder Capital Group LLC | 18,589 | $3.19M | 1.42% | +542+3.0% | Added |
| Fortis Capital Management LLC | 18,593 | $3.19M | 0.84% | +2,034+12.3% | Added |
| StoneCrest Wealth Management, Inc. | 18,606 | $3.19M | 2.76% | −2,941−13.6% | Reduced |
| Callan Family Office, LLC | 18,615 | $3.19M | 0.75% | −4,851−20.7% | Reduced |
| Sterling Investment Management, Inc. | 18,618 | $3.19M | 2.25% | −313−1.7% | Reduced |
| CAP Partners, LLC | 18,620 | $3.19M | 2.82% | −590−3.1% | Reduced |
| Aigen Investment Management, LP | 18,625 | $3.19M | 0.70% | +3,724+25.0% | Added |
| Verity Asset Management, Inc. | 18,635 | $3.20M | 1.78% | +68+0.4% | Added |
| FWL Investment Management, LLC | 18,639 | $3.20M | 1.76% | −3,206−14.7% | Reduced |
| Taylor Financial Group, Inc. | 18,703 | $3.21M | 2.44% | −305−1.6% | Reduced |
| Bridgewealth Advisory Group, LLC | 18,711 | $3.21M | 1.57% | −1,913−9.3% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 18,728 | $3.21M | 1.44% | +55+0.3% | Added |
| CBIZ Investment Advisory Services, LLC | 18,741 | $3.21M | 0.22% | −657−3.4% | Reduced |
| Droms Strauss Advisors Inc | 18,741 | $3.21M | 1.18% | −317−1.7% | Reduced |
| Tidemark, LLC | 18,744 | $3.21M | 1.79% | +484+2.7% | Added |
| Foundation Wealth Management, LLC | 18,755 | $3.22M | 2.62% | −176−0.9% | Reduced |
| Petix & Botte Co | 18,774 | $3.22M | 0.80% | −10,554−36.0% | Reduced |
| New Insight Wealth Advisors | 18,808 | $3.23M | 2.01% | −611−3.1% | Reduced |
| Cahill Wealth Management, LLC | 18,823 | $3.23M | 1.88% | +111+0.6% | Added |
| Aspen Investment Management Inc | 18,840 | $3.23M | 1.64% | +835+4.6% | Added |
| FMB Wealth Management | 18,878 | $3.24M | 2.58% | −13−0.1% | Reduced |
| Sherbrooke Park Advisers LLC | 18,886 | $3.24M | 0.63% | +13,866+276.2% | Added |
| Mosaic Advisors LLC | 18,886 | $3.24M | 2.64% | −82−0.4% | Reduced |
| Redwood Wealth Management Group, LLC | 18,910 | $3.24M | 3.44% | −1,607−7.8% | Reduced |
| Gilman Hill Asset Management, LLC | 18,912 | $3.24M | 0.58% | −1,147−5.7% | Reduced |
| Schulhoff & Co Inc | 18,925 | $3.25M | 1.42% | +78+0.4% | Added |
| MRP Capital Investments, LLC | 18,927 | $3.25M | 3.26% | +1,250+7.1% | Added |
| Crumly & Associates Inc. | 18,932 | $3.25M | 0.85% | +569+3.1% | Added |
| Foresight Capital Management Advisors, Inc. | 18,950 | $3.25M | 2.48% | +408+2.2% | Added |
| Mason & Associates, LLC | 18,950 | $3.25M | 2.48% | +18,950 | New |
| Summit Wealth Partners, LLC | 18,983 | $3.26M | 0.69% | −341−1.8% | Reduced |
| Lane & Associates LLC | 19,017 | $3.26M | 2.05% | +1,246+7.0% | Added |
| Worth Asset Management, LLC | 19,042 | $3.27M | 2.01% | −1,428−7.0% | Reduced |
| Caas Capital Management LP | 19,043 | $3.27M | 1.39% | +15,948+515.3% | Added |
| Fca Corp | 19,051 | $3.27M | 1.06% | −403−2.1% | Reduced |
| Blue Square Asset Management, LLC | 19,057 | $3.27M | 2.17% | −734−3.7% | Reduced |
| Washburn Capital Management, Inc. | 19,061 | $3.27M | 2.42% | −2,020−9.6% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 19,085 | $3.27M | 2.02% | −95−0.5% | Reduced |
| Great Point Wealth Advisors, LLC | 19,099 | $3.28M | 0.76% | +420+2.2% | Added |
| Trust Co | 19,114 | $3.28M | 0.43% | −202−1.0% | Reduced |
| Richelieu Gestion PLC | 19,121 | $3.28M | 3.37% | +10,099+111.9% | Added |
| Kaye Capital Management | 19,136 | $3.28M | 1.43% | −963−4.8% | Reduced |
| Midwest Professional Planners, LTD. | 19,146 | $3.28M | 1.15% | −4,635−19.5% | Reduced |
| Watershed Private Wealth LLC | 19,190 | $3.29M | 1.46% | +197+1.0% | Added |
| Beirne Wealth Consulting Services, LLC | 19,219 | $3.30M | 1.40% | −4,061−17.4% | Reduced |
| Tennessee Valley Asset Management Partners | 19,221 | $3.30M | 0.80% | +361+1.9% | Added |
| R. W. Roge & Company, Inc. | 19,232 | $3.30M | 1.99% | −650−3.3% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 19,259 | $3.30M | 1.80% | +3,982+26.1% | Added |
| Tradewinds Capital Management, LLC | 19,263 | $3.30M | 0.91% | +22+0.1% | Added |
| Private Wealth Management Group, LLC | 19,264 | $3.30M | 1.50% | +570+3.0% | Added |
| NCP Inc. | 19,288 | $3.31M | 2.29% | +19,288 | New |
| Praetorian Wealth Management, Inc. | 19,297 | $3.31M | 0.88% | −11−0.1% | Reduced |
| Factorial Partners, LLC | 19,300 | $3.31M | 1.88% | −8,060−29.5% | Reduced |
| Source Financial Advisors LLC | 19,317 | $3.31M | 1.01% | −2,888−13.0% | Reduced |
| Hurlow Wealth Management Group, Inc. | 19,318 | $3.31M | 1.17% | −14−0.1% | Reduced |
| Glass Jacobson Investment Advisors llc | 19,323 | $3.31M | 1.24% | −891−4.4% | Reduced |
| Oak Family Advisors, LLC | 19,339 | $3.32M | 1.27% | −2,263−10.5% | Reduced |
| Wolff Financial Management LLC | 19,351 | $3.32M | 0.97% | +2,130+12.4% | Added |
| TCWP LLC | 19,368 | $3.32M | 8.83% | −368−1.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 19,370 | $3.32M | 1.36% | −169−0.9% | Reduced |
| Kuhn & Co Investment Counsel | 19,376 | $3.32M | 3.12% | −485−2.4% | Reduced |
| Stone Point Wealth LLC | 19,382 | $3.32M | 1.16% | −1,041−5.1% | Reduced |
| Paladin Advisory Group, LLC | 19,562 | $3.33M | 2.63% | −707−3.5% | Reduced |
| Revisor Wealth Management LLC | 18,282 | $3.33M | 1.50% | +11,313+162.3% | Added |
| Dohj, LLC | 19,400 | $3.33M | 0.88% | −50.0% | Reduced |
| Private Capital Management, LLC | 19,410 | $3.33M | 0.38% | +2,960+18.0% | Added |