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 7 sales; 6,150 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
- 5,023
- +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
- 1,964 more added
- Sold out
- 94
- 2,574 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 | 6,150 | $2.80T |
| Q1 2026 | 6,134 | $2.40T |
| Q4 2025 | 6,130 | $2.61T |
| Q3 2025 | 5,616 | $2.35T |
| Q2 2025 | 5,599 | $1.93T |
| Q1 2025 | 5,607 | $2.08T |
| Q4 2024 | 5,671 | $2.36T |
| Q3 2024 | 5,105 | $2.17T |
| Q2 2024 | 5,132 | $1.98T |
| Q1 2024 | 5,023 | $1.61T |
| Q4 2023 | 4,976 | $1.81T |
| Q3 2023 | 4,618 | $1.60T |
| Q2 2023 | 4,594 | $1.82T |
| Q1 2023 | 4,524 | $1.55T |
| Q4 2022 | 4,555 | $1.21T |
| Q3 2022 | 4,346 | $1.29T |
| Q2 2022 | 4,339 | $1.28T |
| Q1 2022 | 4,390 | $1.66T |
| Q4 2021 | 4,402 | $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 |
|---|---|---|---|---|---|
| Acute Investment Advisory, LLC | 1,661 | $284.8K | 0.19% | −3,364−66.9% | Reduced |
| FNY Investment Advisers, LLC | 1,666 | $285.0K | 0.19% | +1,666 | New |
| BancFirst Trust & Investment Management | 1,673 | $286.9K | 0.14% | −713−29.9% | Reduced |
| Richardson Capital Management LLC | 1,679 | $288.0K | 0.24% | +1,424+558.4% | Added |
| Marmo Financial Group, LLC | 1,681 | $288.1K | 0.18% | +607+56.5% | Added |
| ISAM Funds (UK) Ltd | 1,700 | $291.5K | 0.17% | +520+44.1% | Added |
| Deane Retirement Strategies, Inc. | 1,704 | $292.2K | 0.15% | 00.0% | Unchanged |
| First Wilshire Securities Management Inc | 1,754 | $301.0K | 0.09% | 00.0% | Unchanged |
| Insight Financial Services | 1,770 | $303.6K | 0.27% | 00.0% | Unchanged |
| Pacific Wealth Management | 1,580 | $304.2K | 0.17% | 00.0% | Unchanged |
| Hillcrest Wealth Advisors - NY, LLC | 1,777 | $304.7K | 0.17% | −80−4.3% | Reduced |
| Schiavi & Co LLC | 1,788 | $306.6K | 0.12% | −535−23.0% | Reduced |
| DORVAL Corp | 1,700 | $307.3K | 0.14% | 00.0% | Unchanged |
| AF Advisors, Inc. | 1,797 | $308.1K | 0.07% | −1−0.1% | Reduced |
| Buska Wealth Management, LLC | 1,821 | $312.2K | 0.14% | +1,821 | New |
| EntryPoint Capital, LLC | 1,822 | $312.4K | 0.28% | +1,470+417.6% | Added |
| Breakwater Investment Management | 1,827 | $313.3K | 0.14% | +1,827 | New |
| Delta Accumulation, LLC | 1,831 | $314.0K | 1.94% | +2+0.1% | Added |
| Ironwood Investment Management LLC | 1,836 | $314.8K | 0.15% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 1,841 | $315.7K | 0.15% | +1,420+337.3% | Added |
| Summit Investment Advisory Services, LLC | 1,842 | $315.9K | 0.19% | +662+56.1% | Added |
| Cultivar Capital, Inc. | 1,848 | $316.9K | 0.27% | 00.0% | Unchanged |
| Basso Capital Management, L.P. | 1,853 | $317.8K | 0.30% | −1,800−49.3% | Reduced |
| Tranquilli Financial Advisor LLC | 1,857 | $318.4K | 0.21% | +3+0.2% | Added |
| Kinloch Capital, LLC | 1,860 | $319.0K | 0.16% | +6+0.3% | Added |
| Alexander Randolph Advisory, Inc. | 1,868 | $320.3K | 0.28% | +12+0.6% | Added |
| Dean, Jacobson Financial Services, LLC | 1,871 | $320.8K | 0.26% | −128−6.4% | Reduced |
| BayBridge Capital Group, LLC | 1,939 | $321.5K | 0.28% | +141+7.8% | Added |
| F&V Capital Management, LLC | 1,875 | $322.0K | 0.09% | 00.0% | Unchanged |
| ETF Store, Inc. | 1,880 | $322.4K | 0.18% | +209+12.5% | Added |
| Livelsberger Financial Advisory | 1,725 | $322.4K | 3.82% | −2,489−59.1% | Reduced |
| Castellan Group, LLC | 1,884 | $323.1K | 0.17% | −2,511−57.1% | Reduced |
| Legacy Wealth Management, Inc | 1,885 | $323.2K | 0.02% | +1,885 | New |
| Polymer Capital Management (HK) LTD | 1,900 | $325.8K | 0.08% | +1,900 | New |
| Bennett Associates Wealth Management | 1,917 | $328.7K | 0.30% | +1,917 | New |
| Gainplan LLC | 1,922 | $329.6K | 0.16% | +53+2.8% | Added |
| Bridgefront Capital, LLC | 1,955 | $335.2K | 0.25% | −1,043−34.8% | Reduced |
| Tran Capital Management, L.P. | 1,958 | $335.8K | 0.04% | −166−7.8% | Reduced |
| Oak Thistle LLC | 1,965 | $336.8K | 0.30% | −7,546−79.3% | Reduced |
| Navis Wealth Advisors, LLC | 1,966 | $337.1K | 0.40% | −32−1.6% | Reduced |
| swisspartners Advisors Ltd | 2,188 | $338.3K | 0.28% | +2,188 | New |
| Advantage Trust Co | 1,975 | $338.7K | 0.25% | 00.0% | Unchanged |
| Aspect Partners, LLC | 1,980 | $339.5K | 0.27% | +1+0.1% | Added |
| Absolute Capital Management, LLC | 1,980 | $339.5K | 0.22% | +1,980 | New |
| Marathon Strategic Advisors, LLC | 1,988 | $340.9K | 0.42% | 00.0% | Unchanged |
| Svenska Handelsbanken AB (publ) | 2,000 | $343.0K | 0.11% | +2,000 | New |
| Bamco Inc | 2,017 | $345.9K | 0.00% | 00.0% | Unchanged |
| Sunesis Advisors, LLC | 2,081 | $356.9K | 0.21% | −2,650−56.0% | Reduced |
| Stage Harbor Financial, LLC | 2,082 | $357.0K | 0.32% | +104+5.3% | Added |
| Lee Financial Group Hawaii, Inc. | 1,872 | $357.9K | 0.28% | −4−0.2% | Reduced |
| Conscious Wealth Investments, LLC | 2,122 | $359.4K | 0.27% | −219−9.4% | Reduced |
| Goodwin Investment Advisory | 2,112 | $362.2K | 0.17% | −182−7.9% | Reduced |
| Virtus Family Office LLC | 2,115 | $362.7K | 0.58% | −631−23.0% | Reduced |
| Peirce Capital Management, LLC | 2,130 | $365.3K | 0.20% | +10+0.5% | Added |
| Soundwatch Capital LLC | 2,159 | $367.1K | 0.07% | −54,606−96.2% | Reduced |
| Hassell Wealth Management, LLC | 2,206 | $368.2K | 0.23% | +2,206 | New |
| Orcam Financial Group | 2,149 | $368.5K | 0.40% | 00.0% | Unchanged |
| Hobart Private Capital, LLC | 2,154 | $369.4K | 0.11% | −242−10.1% | Reduced |
| Balanced Rock Investment Advisor | 2,158 | $370.1K | 0.32% | +90+4.4% | Added |
| McCarthy & Cox | 2,166 | $371.4K | 0.14% | +2,166 | New |
| NorthLanding Financial Partners, LLC | 2,167 | $371.5K | 0.40% | +3+0.1% | Added |
| Starfox Financial Services, LLC | 2,156 | $372.3K | 0.32% | −35−1.6% | Reduced |
| Berkeley, Inc | 2,187 | $375.0K | 0.23% | −70−3.1% | Reduced |
| Axq Capital, LP | 2,200 | $377.3K | 0.09% | −7,700−77.8% | Reduced |
| Bellevue Group AG | 2,200 | $377.3K | 0.01% | +2,200 | New |
| Verdad Advisers, LP | 2,230 | $382.4K | 0.42% | +2,230 | New |
| TAGStone Capital, Inc. | 2,242 | $384.0K | 0.22% | +81+3.7% | Added |
| Horizon Advisory Services, Inc. | 2,241 | $384.3K | 0.18% | +2,241 | New |
| R.m.sincerbeaux Capital Management LLC | 2,248 | $385.5K | 0.24% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 2,251 | $385.9K | 0.23% | −493−18.0% | Reduced |
| LPF Advisors LLC | 2,253 | $386.3K | 0.39% | −931−29.2% | Reduced |
| Advisors Preferred, LLC | 2,273 | $386.5K | 0.07% | −6−0.3% | Reduced |
| Keene & Associates, Inc. | 2,256 | $386.9K | 0.29% | −1,564−40.9% | Reduced |
| SigFig Wealth Management, LLC | 2,080 | $389.1K | 0.01% | 00.0% | Unchanged |
| Arlington Capital Management, Inc. | 2,271 | $389.5K | 0.32% | −4,282−65.3% | Reduced |
| Schoolcraft Capital LLC | 2,273 | $389.8K | 0.09% | −741−24.6% | Reduced |
| Portman Square Capital LLP | 2,295 | $393.5K | 0.09% | −4,180−64.6% | Reduced |
| Kickstand Ventures, LLC. | 2,303 | $394.9K | 0.11% | +76+3.4% | Added |
| AdvisorShares Investments LLC | 2,314 | $396.8K | 0.07% | 00.0% | Unchanged |
| VERITY Wealth Advisors | 2,318 | $397.5K | 0.30% | +556+31.6% | Added |
| Beacon Capital Management, Inc. | 2,339 | $397.7K | 0.02% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 2,323 | $398.0K | 0.07% | +2,323 | New |
| ClearAlpha Technologies LP | 2,322 | $398.2K | 0.17% | +2,322 | New |
| Trademark Financial Management, LLC | 2,328 | $399.2K | 0.33% | −8,712−78.9% | Reduced |
| Andina Capital Management, LLC | 2,335 | $400.4K | 0.31% | +480+25.9% | Added |
| Crestmont Private Wealth LLC | 2,343 | $401.8K | 0.20% | +555+31.0% | Added |
| Adaptive Financial Consulting, LLC | 2,366 | $405.9K | 0.18% | −401−14.5% | Reduced |
| Gsa Capital Partners LLP | 2,370 | $406.0K | 0.03% | +2,370 | New |
| Tanglewood Wealth Management, Inc. | 2,392 | $410.2K | 0.05% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 2,353 | $411.2K | 0.23% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 2,398 | $411.2K | 0.19% | +249+11.6% | Added |
| Fairholme Capital Management LLC | 2,400 | $411.6K | 0.03% | 00.0% | Unchanged |
| H&H Retirement Design & Management INC | 2,487 | $412.4K | 0.27% | +43+1.8% | Added |
| Randolph Co Inc | 2,411 | $413.4K | 0.05% | 00.0% | Unchanged |
| Morton Community Bank | 2,444 | $419.1K | 0.12% | 00.0% | Unchanged |
| Moneywise, Inc. | 2,445 | $419.3K | 0.23% | −32−1.3% | Reduced |
| Sugar Maple Asset Management, LLC | 2,451 | $420.0K | 0.41% | +2,451 | New |
| Williamson Legacy Group, LLC | 2,455 | $421.0K | 0.33% | −31−1.2% | Reduced |
| Scholtz & Company, LLC | 2,460 | $421.8K | 0.19% | −7,945−76.4% | Reduced |
| Corrado Advisors, LLC | 2,464 | $422.4K | 0.28% | +2,464 | New |