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 |
|---|---|---|---|---|---|
| Infusive Asset Management Inc. | 19,468 | $3.34M | 1.29% | +19,468 | New |
| Aspire Wealth Management Corp | 19,472 | $3.34M | 2.02% | −427−2.1% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 19,474 | $3.34M | 1.15% | +19,474 | New |
| Cumberland Advisors Inc | 19,487 | $3.34M | 1.24% | 00.0% | Unchanged |
| Invenio Wealth Partners LLC | 19,502 | $3.34M | 1.80% | −36−0.2% | Reduced |
| Fonville Wealth Management LLC | 19,545 | $3.35M | 1.48% | −1,464−7.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 19,552 | $3.35M | 0.72% | +186+1.0% | Added |
| Sustainable Growth Advisers, LP | 19,556 | $3.35M | 0.01% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 19,638 | $3.37M | 1.32% | −2,155−9.9% | Reduced |
| Integrity Wealth Solutions LLC | 19,646 | $3.37M | 2.20% | −265−1.3% | Reduced |
| LVZ Advisors, Inc. | 19,658 | $3.37M | 0.46% | +181+0.9% | Added |
| Alliance Wealth Advisors, LLC | 19,659 | $3.37M | 2.13% | −332−1.7% | Reduced |
| Spectrum Strategic Capital Management, LLC | 19,665 | $3.37M | 2.57% | −40.0% | Reduced |
| Ridgepath Capital Management LLC | 19,694 | $3.38M | 3.80% | +13,558+221.0% | Added |
| Donoghue Forlines LLC | 19,705 | $3.38M | 0.96% | +6,124+45.1% | Added |
| Oxford Wealth Group, LLC | 19,712 | $3.38M | 3.08% | +19,712 | New |
| BCGM Wealth Management, LLC | 19,743 | $3.39M | 1.22% | +177+0.9% | Added |
| Rinkey Investments | 19,771 | $3.39M | 1.24% | +341+1.8% | Added |
| Element Pointe Advisors, LLC | 19,784 | $3.39M | 0.87% | −489−2.4% | Reduced |
| Birmingham Capital Management Co Inc | 19,787 | $3.39M | 1.25% | −30−0.2% | Reduced |
| Benedetti & Gucer, Inc. | 19,804 | $3.40M | 1.69% | −1,871−8.6% | Reduced |
| HC Advisors, LLC | 19,862 | $3.41M | 1.62% | −234−1.2% | Reduced |
| TNF LLC | 20,152 | $3.41M | 1.35% | −233−1.1% | Reduced |
| Retirement Income Solutions, Inc | 19,869 | $3.41M | 0.77% | +907+4.8% | Added |
| Johnson & White Wealth Management, LLC | 19,883 | $3.41M | 2.48% | −10−0.1% | Reduced |
| Peak Financial Advisors LLC | 19,900 | $3.41M | 2.08% | +2,301+13.1% | Added |
| Phillips Financial Management, LLC | 19,922 | $3.42M | 0.28% | −1,109−5.3% | Reduced |
| St. Louis Trust Co | 19,907 | $3.42M | 0.53% | +363+1.9% | Added |
| Trivest Advisors Ltd | 20,000 | $3.43M | 0.12% | +20,000 | New |
| Mainsail Asset Management, LLC | 20,034 | $3.44M | 2.80% | +15+0.1% | Added |
| Ruedi Wealth Management, Inc. | 20,036 | $3.44M | 1.45% | +62+0.3% | Added |
| Emerald Advisors, LLC | 20,048 | $3.44M | 0.61% | +151+0.8% | Added |
| Mayport, LLC | 20,169 | $3.46M | 1.32% | +42+0.2% | Added |
| Kendall Capital Management | 20,189 | $3.46M | 1.19% | −129−0.6% | Reduced |
| Intelligent Financial Strategies | 20,189 | $3.46M | 2.15% | +10.0% | Added |
| Ewa, LLC | 18,921 | $3.46M | 1.56% | +10,411+122.3% | Added |
| BlueChip Wealth Advisors LLC | 20,311 | $3.48M | 2.25% | −3,496−14.7% | Reduced |
| Alterna Wealth Management, Inc | 20,316 | $3.48M | 3.47% | +2,527+14.2% | Added |
| Towerpoint Wealth, LLC | 20,353 | $3.49M | 1.75% | +1,195+6.2% | Added |
| Northern Financial Advisors Inc | 20,356 | $3.49M | 2.72% | −2,436−10.7% | Reduced |
| Willner & Heller, LLC | 20,361 | $3.49M | 3.48% | −318−1.5% | Reduced |
| Ferguson Shapiro LLC | 20,392 | $3.50M | 1.61% | +135+0.7% | Added |
| FSA Wealth Management LLC | 20,435 | $3.50M | 1.52% | +312+1.6% | Added |
| AXS Investments LLC | 20,446 | $3.51M | 0.84% | −2,831−12.2% | Reduced |
| Tobias Financial Advisors, Inc. | 20,451 | $3.51M | 0.79% | +1,413+7.4% | Added |
| Palo Alto Wealth Advisors, LLC | 20,455 | $3.51M | 2.47% | +26+0.1% | Added |
| Lawson Kroeker Investment Management Inc | 20,494 | $3.51M | 0.67% | +2,750+15.5% | Added |
| JDM Financial Group LLC | 20,514 | $3.52M | 2.56% | −765−3.6% | Reduced |
| Sara-Bay Financial | 20,716 | $3.52M | 1.58% | −811−3.8% | Reduced |
| Catalyst Capital Advisors LLC | 20,545 | $3.52M | 0.08% | −4,162−16.8% | Reduced |
| First City Capital Management, Inc. | 20,547 | $3.52M | 1.95% | +418+2.1% | Added |
| Dupree Financial Group, LLC | 20,567 | $3.53M | 1.57% | −160−0.8% | Reduced |
| Seven Eight Capital, LP | 20,600 | $3.53M | 0.37% | −14,984−42.1% | Reduced |
| Cavalier Investments, LLC | 20,614 | $3.53M | 1.29% | −13,534−39.6% | Reduced |
| Cascade Investment Advisors, Inc. | 20,628 | $3.54M | 2.30% | −1,610−7.2% | Reduced |
| Advisory Resource Group | 20,651 | $3.54M | 0.81% | +66+0.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 20,657 | $3.54M | 0.27% | −42,630−67.4% | Reduced |
| Independent Wealth Network Inc. | 20,664 | $3.54M | 1.66% | −299−1.4% | Reduced |
| Rainey & Randall Investment Management Inc. | 20,489 | $3.55M | 0.83% | +181+0.9% | Added |
| Kearns & Associates LLC | 20,728 | $3.55M | 2.76% | 00.0% | Unchanged |
| Peoples Bank | 20,790 | $3.57M | 2.79% | −885−4.1% | Reduced |
| Shilanski & Associates, Inc. | 20,792 | $3.57M | 1.23% | +28+0.1% | Added |
| Salvus Wealth Management, LLC | 20,801 | $3.57M | 2.44% | −80.0% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 20,819 | $3.57M | 3.84% | −992−4.5% | Reduced |
| Bluesphere Advisors, LLC | 20,831 | $3.57M | 1.98% | −807−3.7% | Reduced |
| ML & R Wealth Management LLC | 20,864 | $3.58M | 0.82% | −2,298−9.9% | Reduced |
| Detalus Advisors, LLC | 20,867 | $3.58M | 1.28% | +266+1.3% | Added |
| Sym Financial Corp | 20,871 | $3.58M | 0.59% | −8,456−28.8% | Reduced |
| MB, Levis & Associates, LLC | 20,873 | $3.58M | 1.92% | −266−1.3% | Reduced |
| Aspire Capital Advisors LLC | 20,876 | $3.58M | 1.21% | +840+4.2% | Added |
| Fortress Wealth Group, LLC | 19,399 | $3.58M | 1.92% | +398+2.1% | Added |
| Wealthspan Partners, LLC | 20,892 | $3.58M | 2.11% | −2,931−12.3% | Reduced |
| Winthrop Capital Management, LLC | 20,926 | $3.59M | 1.65% | −422−2.0% | Reduced |
| Whelan Financial | 20,935 | $3.59M | 1.64% | +1,691+8.8% | Added |
| Wolff Wiese Magana LLC | 20,949 | $3.59M | 3.10% | −2,569−10.9% | Reduced |
| SAM Advisors, LLC | 20,966 | $3.60M | 1.31% | +278+1.3% | Added |
| IMPACTfolio, LLC | 20,979 | $3.60M | 2.17% | −289−1.4% | Reduced |
| Dividend Assets Capital, LLC | 20,992 | $3.60M | 0.76% | −528−2.5% | Reduced |
| Southern Capital Advisors, LLC | 20,998 | $3.60M | 2.19% | +328+1.6% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 21,000 | $3.60M | 1.83% | −5,000−19.2% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 21,012 | $3.60M | 0.68% | −698−3.2% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 21,061 | $3.61M | 2.10% | −2,227−9.6% | Reduced |
| Unionview, LLC | 21,084 | $3.62M | 2.99% | +66+0.3% | Added |
| HRC Wealth Management, LLC | 21,087 | $3.62M | 2.64% | +219+1.0% | Added |
| AA Financial Advisors, LLC | 21,088 | $3.62M | 1.46% | +19,470+1,203.3% | Added |
| Elevatus Welath Management | 21,089 | $3.62M | 1.43% | −42,537−66.9% | Reduced |
| Pathway Financial Advisors LLC | 21,139 | $3.62M | 0.98% | −2,204−9.4% | Reduced |
| Family Asset Management, LLC | 21,146 | $3.63M | 2.27% | −227−1.1% | Reduced |
| McGowan Group Asset Management, Inc. | 21,150 | $3.63M | 0.52% | +2,026+10.6% | Added |
| Liberty One Investment Management, LLC | 21,196 | $3.63M | 0.41% | +1,561+8.0% | Added |
| AAFCPAs Wealth Management, LLC | 21,197 | $3.63M | 2.04% | +1,798+9.3% | Added |
| Arcataur Capital Management LLC | 21,251 | $3.64M | 1.31% | −67−0.3% | Reduced |
| Paragon Capital Management Ltd | 21,269 | $3.65M | 0.65% | −1,168−5.2% | Reduced |
| Blueprint Investment Partners LLC | 21,305 | $3.65M | 0.72% | −46,244−68.5% | Reduced |
| Finivi Inc. | 21,319 | $3.66M | 3.31% | +441+2.1% | Added |
| Fogel Capital Management, Inc. | 19,942 | $3.66M | 2.15% | +19,942 | New |
| Gallagher Fiduciary Advisors, LLC | 21,342 | $3.66M | 0.13% | −805−3.6% | Reduced |
| Cipher Capital LP | 21,352 | $3.66M | 1.69% | +13,818+183.4% | Added |
| Synergy Financial Group, LTD | 21,400 | $3.67M | 4.13% | −1,011−4.5% | Reduced |
| Tobam | 21,459 | $3.68M | 0.33% | +810+3.9% | Added |