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 |
|---|---|---|---|---|---|
| TD Capital Management LLC | 21,466 | $3.68M | 0.39% | −205−0.9% | Reduced |
| Islay Capital Management, LLC | 21,482 | $3.68M | 2.74% | −45−0.2% | Reduced |
| Pictet Bank & Trust Ltd | 21,550 | $3.70M | 3.89% | −640−2.9% | Reduced |
| American Capital Advisory, LLC | 22,465 | $3.70M | 3.23% | −2,046−8.3% | Reduced |
| ERTS Wealth Advisors, LLC | 21,605 | $3.70M | 0.76% | −1,540−6.7% | Reduced |
| Summitry LLC | 21,626 | $3.71M | 0.19% | −5,326−19.8% | Reduced |
| O'Brien Wealth Partners LLC | 21,659 | $3.71M | 0.86% | −798−3.6% | Reduced |
| Baker Boyer National Bank | 21,738 | $3.73M | 1.28% | −6,265−22.4% | Reduced |
| Aspire Private Capital, LLC | 21,845 | $3.75M | 0.99% | +1,873+9.4% | Added |
| Oliver Lagore Vanvalin Investment Group | 21,864 | $3.75M | 1.13% | +3,670+20.2% | Added |
| Fairfield, Bush & Co. | 21,903 | $3.76M | 2.23% | −412−1.8% | Reduced |
| Planning Capital Management Corp | 21,959 | $3.77M | 2.75% | −2,435−10.0% | Reduced |
| Vivid Wealth Management, LLC | 21,980 | $3.77M | 2.36% | −90.0% | Reduced |
| First Affirmative Financial Network | 21,997 | $3.77M | 2.78% | +1,700+8.4% | Added |
| Deseret Mutual Benefit Administrators | 21,998 | $3.77M | 1.89% | +859+4.1% | Added |
| Brooks, Moore & Associates, Inc. | 22,017 | $3.78M | 2.42% | −1,677−7.1% | Reduced |
| Fiducient Advisors LLC | 22,032 | $3.78M | 0.75% | +2,398+12.2% | Added |
| S.A. Mason LLC | 22,048 | $3.78M | 2.27% | −397−1.8% | Reduced |
| Capital Markets Trading UK LLP | 22,054 | $3.78M | 2.74% | −40,498−64.7% | Reduced |
| Intellectus Partners, LLC | 22,069 | $3.78M | 1.00% | −287−1.3% | Reduced |
| Rogco, LP | 22,095 | $3.79M | 1.55% | −1,837−7.7% | Reduced |
| Ategra Capital Management, LLC | 22,109 | $3.79M | 1.74% | +54+0.2% | Added |
| Castleview Partners, LLC | 22,113 | $3.79M | 2.12% | +12,723+135.5% | Added |
| Massachusetts Wealth Management | 22,116 | $3.79M | 2.67% | +278+1.3% | Added |
| Inspire Trust Co, N.A. | 22,194 | $3.81M | 2.13% | +7,464+50.7% | Added |
| Private Client Services, LLC | 22,251 | $3.82M | 2.56% | +4,297+23.9% | Added |
| Stony Point Wealth Management Inc. | 22,253 | $3.82M | 1.66% | −3,990−15.2% | Reduced |
| Selective Wealth Management, Inc. | 22,749 | $3.82M | 1.66% | +76+0.3% | Added |
| Hillsdale Investment Management Inc. | 22,319 | $3.83M | 0.30% | +1,220+5.8% | Added |
| White Knight Strategic Wealth Advisors, LLC | 22,346 | $3.83M | 3.98% | −60−0.3% | Reduced |
| Mosaic Financial Group, LLC | 22,357 | $3.83M | 3.07% | +22,357 | New |
| Peavine Capital, LLC | 22,360 | $3.83M | 0.97% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 22,386 | $3.84M | 1.28% | −453−2.0% | Reduced |
| Windsor Capital Management, LLC | 22,396 | $3.84M | 1.19% | −171−0.8% | Reduced |
| Prairie Wealth Advisors, Inc. | 22,420 | $3.84M | 1.80% | +22,420 | New |
| Valueworks LLC | 22,443 | $3.85M | 1.25% | −220−1.0% | Reduced |
| First Citizens Financial Corp | 22,453 | $3.85M | 2.29% | −71−0.3% | Reduced |
| TAP Consulting, LLC | 22,458 | $3.85M | 0.85% | −67−0.3% | Reduced |
| Beaird Harris Wealth Management, LLC | 22,471 | $3.85M | 0.38% | −235−1.0% | Reduced |
| Occudo Quantitative Strategies LP | 22,475 | $3.85M | 0.67% | +4,686+26.3% | Added |
| Ogorek Anthony Joseph | 22,508 | $3.86M | 1.34% | +60.0% | Added |
| Community Bank of Raymore | 22,534 | $3.86M | 1.81% | +1,785+8.6% | Added |
| First Financial Corp | 22,538 | $3.86M | 1.96% | −6,150−21.4% | Reduced |
| Paradigm Asset Management Co LLC | 22,546 | $3.87M | 0.98% | −2,050−8.3% | Reduced |
| Raelipskie Partnership | 22,559 | $3.87M | 2.20% | +318+1.4% | Added |
| Davis Investment Partners, LLC | 23,067 | $3.87M | 1.69% | −2,633−10.2% | Reduced |
| Dougherty Wealth Advisers LLC | 22,571 | $3.87M | 3.42% | −1,768−7.3% | Reduced |
| Walker Asset Management, LLC | 22,588 | $3.87M | 2.56% | −328−1.4% | Reduced |
| Lakewood Asset Management LLC | 22,606 | $3.88M | 2.64% | −4,559−16.8% | Reduced |
| Betterment LLC | 22,623 | $3.88M | 0.01% | +19,180+557.1% | Added |
| Richard W. Paul & Associates, LLC | 22,634 | $3.88M | 1.55% | +391+1.8% | Added |
| Leibman Financial Services, Inc. | 22,641 | $3.88M | 2.99% | +418+1.9% | Added |
| Forbes Financial Planning, Inc. | 22,660 | $3.89M | 3.34% | +865+4.0% | Added |
| Raleigh Capital Management Inc. | 22,669 | $3.89M | 1.68% | +7,158+46.1% | Added |
| First National Bank Sioux Falls | 22,671 | $3.89M | 2.12% | +2,772+13.9% | Added |
| STAR Financial Bank | 22,672 | $3.89M | 3.32% | −1,030−4.3% | Reduced |
| Cassady Schiller Wealth Management, LLC | 22,693 | $3.89M | 1.74% | −39−0.2% | Reduced |
| Mountain Capital Investment Advisors, Inc | 22,970 | $3.90M | 1.09% | +1,079+4.9% | Added |
| LGL Partners, LLC | 22,728 | $3.90M | 0.65% | −569−2.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 22,741 | $3.90M | 0.02% | −20.0% | Reduced |
| Simplex Trading, LLC | 22,785 | $3.91M | 0.11% | −30,983−57.6% | Reduced |
| Cornercap Investment Counsel Inc | 22,855 | $3.92M | 0.60% | +1,102+5.1% | Added |
| Quattro Financial Advisors LLC | 22,860 | $3.92M | 1.11% | +22,667+11,744.6% | Added |
| Successful Portfolios LLC | 22,888 | $3.92M | 2.68% | −1,072−4.5% | Reduced |
| Second Line Capital, LLC | 22,888 | $3.92M | 1.27% | +5,244+29.7% | Added |
| Outfitter Financial LLC | 22,910 | $3.93M | 3.23% | −795−3.4% | Reduced |
| Adamsbrown Wealth Consultants LLC | 22,912 | $3.93M | 1.59% | +87+0.4% | Added |
| New Jersey Better Educational Savings Trust | 22,926 | $3.93M | 7.43% | 00.0% | Unchanged |
| Retirement Group, LLC | 22,984 | $3.94M | 1.41% | −170−0.7% | Reduced |
| WMG Financial Advisors, LLC | 22,999 | $3.94M | 2.26% | +3,127+15.7% | Added |
| Viking Fund Management LLC | 23,000 | $3.94M | 0.71% | +3,000+15.0% | Added |
| PCA Investment Advisory Services Inc. | 23,056 | $3.95M | 2.22% | +3,763+19.5% | Added |
| Gould Capital, LLC | 23,077 | $3.96M | 2.79% | −3,293−12.5% | Reduced |
| Morris Retirement Advisors, LLC | 23,111 | $3.96M | 2.37% | −6,785−22.7% | Reduced |
| Traveka Wealth, LLC | 23,129 | $3.97M | 1.83% | −12,518−35.1% | Reduced |
| Signify Wealth | 23,153 | $3.97M | 6.58% | −1,660−6.7% | Reduced |
| Roanoke Asset Management Corp | 23,163 | $3.97M | 1.30% | −20−0.1% | Reduced |
| Horan Securities, Inc. | 23,168 | $3.97M | 1.87% | +1,583+7.3% | Added |
| Outlook Wealth Advisors, LLC | 23,169 | $3.97M | 1.23% | −60−0.3% | Reduced |
| Birchcreek Wealth Management, LLC | 23,186 | $3.98M | 2.09% | +802+3.6% | Added |
| Financial Advisory Corp | 23,188 | $3.98M | 1.63% | +1,560+7.2% | Added |
| Summit Wealth & Retirement Planning, Inc. | 23,261 | $3.99M | 1.42% | +8,027+52.7% | Added |
| Seldon Capital LP | 23,268 | $3.99M | 2.42% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 23,321 | $4.00M | 2.75% | +4,269+22.4% | Added |
| New Republic Capital, LLC | 23,346 | $4.00M | 2.54% | +871+3.9% | Added |
| Measured Wealth Private Client Group, LLC | 23,367 | $4.01M | 1.40% | −4,311−15.6% | Reduced |
| Verum Partners LLC | 23,410 | $4.01M | 1.43% | −378−1.6% | Reduced |
| Center For Asset Management LLC | 23,495 | $4.03M | 3.30% | +1,760+8.1% | Added |
| Peterson Wealth Management | 23,513 | $4.03M | 2.91% | +12,069+105.5% | Added |
| Legacy CG, LLC | 23,521 | $4.03M | 1.46% | +4,154+21.4% | Added |
| EdgeRock Capital LLC | 23,539 | $4.04M | 3.21% | +573+2.5% | Added |
| Palisades Hudson Asset Management, L.P. | 23,643 | $4.05M | 1.85% | −587−2.4% | Reduced |
| Carson Advisory Inc. | 23,686 | $4.06M | 2.86% | −287−1.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 23,718 | $4.07M | 1.13% | +3,442+17.0% | Added |
| Symmetry Investments LP | 23,750 | $4.07M | 0.43% | −30,826−56.5% | Reduced |
| New World Advisors LLC | 23,751 | $4.07M | 1.19% | −682−2.8% | Reduced |
| Hofer & Associates. Inc | 23,787 | $4.08M | 3.43% | +335+1.4% | Added |
| McClarren Financial Advisors, Inc. | 23,834 | $4.09M | 2.94% | −303−1.3% | Reduced |
| Private Ocean, LLC | 23,852 | $4.09M | 0.43% | −137,855−85.2% | Reduced |
| Capital Planning LLC | 23,866 | $4.09M | 1.33% | +1,966+9.0% | Added |