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 |
|---|---|---|---|---|---|
| Arcadia Wealth Management, LLC | 3,314 | $568.3K | 0.35% | +638+23.8% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 3,317 | $568.9K | 0.16% | −252−7.1% | Reduced |
| Quarry Hill Advisors, LLC | 3,371 | $578.0K | 0.43% | 00.0% | Unchanged |
| Oberweis Asset Management Inc | 3,381 | $579.8K | 0.04% | 00.0% | Unchanged |
| Team Financial Group, LLC | 3,390 | $581.3K | 0.39% | +5+0.1% | Added |
| City Center Advisors, LLC | 3,392 | $581.7K | 0.69% | +3,392 | New |
| Psagot Value Holdings Ltd. / (Israel) | 3,396 | $582.0K | 5.29% | −25,174−88.1% | Reduced |
| Martin Capital Partners, LLC | 3,395 | $582.0K | 0.22% | 00.0% | Unchanged |
| Significant Wealth Partners LLC | 3,395 | $582.2K | 0.38% | +93+2.8% | Added |
| Van Den Berg Management I, Inc | 3,396 | $582.3K | 0.17% | +3,396 | New |
| Guardian Wealth Advisors, LLC | 3,407 | $584.2K | 0.38% | −407−10.7% | Reduced |
| Wexford Capital LP | 3,410 | $584.7K | 0.12% | +3,410 | New |
| TL Private Wealth | 3,449 | $585.2K | 0.29% | +50+1.5% | Added |
| Salzhauer Michael | 3,418 | $586.1K | 0.47% | 00.0% | Unchanged |
| Mandatum Life Insurance Co Ltd | 3,418 | $586.1K | 0.20% | +787+29.9% | Added |
| Gordian Advisors LLC | 3,427 | $587.6K | 0.54% | −790−18.7% | Reduced |
| Financial Architects, LLC | 3,430 | $588.2K | 0.41% | +3,430 | New |
| Advisory Services & Investments, LLC | 3,445 | $590.8K | 0.41% | 00.0% | Unchanged |
| Deerfield Management Company, L.P. (Series C) | 3,449 | $591.4K | 0.01% | +3,449 | New |
| Sageworth Trust Co of South Dakota | 3,463 | $593.8K | 0.92% | +3,463 | New |
| Raub Brock Capital Management LP | 3,470 | $595.1K | 0.13% | −1,528−30.6% | Reduced |
| Lowe Wealth Advisors, LLC | 3,476 | $596.1K | 0.28% | −100−2.8% | Reduced |
| Whitcomb & Hess, Inc. | 3,481 | $597.0K | 0.19% | +10.0% | Added |
| O'Connor Financial Group LLC | 3,486 | $597.8K | 0.36% | +34+1.0% | Added |
| Standard Family Office LLC | 3,493 | $599.0K | 0.80% | +3,493 | New |
| Silverberg Bernstein Capital Management LLC | 3,500 | $600.2K | 0.59% | −124−3.4% | Reduced |
| Hoya Capital Real Estate, LLC | 3,500 | $600.2K | 11.87% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 3,518 | $603.3K | 0.33% | +10.0% | Added |
| Petrus Trust Company, LTA | 3,541 | $607.2K | 0.05% | +3,541 | New |
| Ridgewood Investments LLC | 3,551 | $609.0K | 0.32% | −120−3.3% | Reduced |
| Armor Investment Advisors, LLC | 3,554 | $609.5K | 0.29% | −1,150−24.4% | Reduced |
| Arrien Investments, Inc. | 3,573 | $612.7K | 0.48% | −776−17.8% | Reduced |
| Louisbourg Investments Inc. | 4,240 | $614.5K | 0.17% | −2,620−38.2% | Reduced |
| Lam Group, Inc. | 3,596 | $616.6K | 0.50% | 00.0% | Unchanged |
| Phraction Management LLC | 3,599 | $617.2K | 0.24% | −389−9.8% | Reduced |
| Morgens Waterfall Vintiadis & Co Inc | 3,600 | $617.3K | 0.43% | −21,400−85.6% | Reduced |
| Mizuho Securities Co. Ltd. | 3,600 | $617.3K | 3.40% | +3,085+599.0% | Added |
| Evergreen Advisors, LLC | 3,623 | $621.2K | 0.19% | −232−6.0% | Reduced |
| BCU Wealth Advisors, LLC | 3,627 | $621.9K | 0.53% | +322+9.7% | Added |
| Avid Wealth Partners LLC | 3,630 | $622.5K | 0.50% | −261−6.7% | Reduced |
| Schulz Wealth, LTD. | 3,633 | $623.0K | 0.53% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3,633 | $623.0K | 0.44% | +82+2.3% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 3,801 | $625.0K | 0.25% | +460+13.8% | Added |
| Sage Financial Management Group, Inc. | 3,647 | $625.0K | 0.30% | 00.0% | Unchanged |
| Henrickson Nauta Wealth Advisors, Inc. | 3,744 | $628.2K | 0.28% | +965+34.7% | Added |
| Cooksen Wealth, LLC | 3,668 | $629.0K | 0.65% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 3,672 | $629.8K | 0.33% | −114−3.0% | Reduced |
| Rosenbaum Jay D. | 3,691 | $632.9K | 3.60% | −7,407−66.7% | Reduced |
| Gimbal Financial | 3,702 | $634.8K | 0.52% | −1,390−27.3% | Reduced |
| Watchman Group, Inc. | 3,716 | $637.2K | 0.19% | −121−3.2% | Reduced |
| Contravisory Investment Management, Inc. | 3,767 | $646.0K | 0.14% | −11−0.3% | Reduced |
| Roble, Belko & Company, Inc | 3,770 | $646.0K | 0.11% | +354+10.4% | Added |
| Scott Capital Advisors, LLC | 3,813 | $646.9K | 0.20% | +28+0.7% | Added |
| Altrius Capital Management Inc | 3,783 | $648.8K | 0.16% | −435−10.3% | Reduced |
| Private Wealth Group, LLC | 3,786 | $649.3K | 0.34% | −27−0.7% | Reduced |
| BCK Partners, Inc. | 3,828 | $656.4K | 0.35% | +114+3.1% | Added |
| Hart & Patterson Financial Group LLC | 3,830 | $656.8K | 0.33% | −91−2.3% | Reduced |
| Keystone Financial Services | 3,860 | $662.0K | 0.29% | 00.0% | Unchanged |
| Traction Financial Partners, LLC | 3,624 | $663.4K | 0.52% | −227−5.9% | Reduced |
| Chase Investment Counsel Corp | 3,875 | $664.0K | 0.25% | −29,256−88.3% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 3,877 | $664.8K | 0.37% | −9,405−70.8% | Reduced |
| Virtus ETF Advisers LLC | 3,881 | $665.5K | 0.35% | +501+14.8% | Added |
| LFA - Lugano Financial Advisors SA | 3,895 | $667.9K | 0.49% | +1,448+59.2% | Added |
| Geo Capital Gestora de Recursos Ltd | 3,908 | $670.0K | 0.76% | +3,608+1,202.7% | Added |
| Iron Horse Wealth Management, LLC | 3,924 | $672.9K | 0.27% | +178+4.8% | Added |
| RIA Advisory Group LLC | 3,930 | $673.9K | 0.27% | −149−3.7% | Reduced |
| TSA Wealth Managment LLC | 3,958 | $678.8K | 0.30% | +11+0.3% | Added |
| Gleason Group, Inc. | 3,975 | $681.6K | 0.14% | −838−17.4% | Reduced |
| Encompass More Asset Management | 3,986 | $683.6K | 0.57% | +2,796+235.0% | Added |
| Windsor Advisory Group, LLC | 3,988 | $683.9K | 1.93% | +528+15.3% | Added |
| ArrowMark Colorado Holdings LLC | 3,992 | $684.5K | 0.01% | −1,900−32.2% | Reduced |
| Laurel Wealth Planning LLC | 3,992 | $685.0K | 0.46% | −150−3.6% | Reduced |
| Hilltop Wealth Advisors, LLC | 4,000 | $686.0K | 0.35% | +4,000 | New |
| Precision Wealth Strategies, LLC | 4,004 | $686.6K | 0.65% | −41−1.0% | Reduced |
| Long Island Wealth Management, Inc. | 4,006 | $687.0K | 0.49% | −4−0.1% | Reduced |
| Topel & Distasi Wealth Management, LLC | 4,018 | $689.0K | 0.30% | −657−14.1% | Reduced |
| Luken Investment Analytics, LLC | 4,020 | $689.4K | 0.35% | +300+8.1% | Added |
| Fusion Family Wealth LLC | 4,022 | $689.7K | 0.07% | 00.0% | Unchanged |
| ORG Partners LLC | 4,059 | $690.4K | 1.31% | −52,608−92.8% | Reduced |
| Strategic Financial Partners, Ltd. | 4,029 | $691.0K | 0.38% | −23−0.6% | Reduced |
| Ashford Capital Management Inc | 4,031 | $691.2K | 0.09% | −350−8.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 4,034 | $691.8K | 0.09% | −6−0.1% | Reduced |
| Keeley-Teton Advisors, LLC | 4,043 | $693.3K | 0.09% | −30−0.7% | Reduced |
| Unison Advisors LLC | 4,045 | $693.7K | 0.07% | +1,807+80.7% | Added |
| True Link Financial Advisors, LLC | 4,074 | $698.5K | 0.07% | +269+7.1% | Added |
| Kennon-Green & Company, LLC | 4,081 | $699.8K | 0.65% | −100−2.4% | Reduced |
| FFG Partners, LLC | 4,087 | $700.8K | 0.31% | −14,596−78.1% | Reduced |
| Trellis Wealth Advisors LLC | 4,088 | $701.0K | 0.40% | −564−12.1% | Reduced |
| Value Partners Investments Inc. | 4,091 | $701.1K | 0.06% | +118+3.0% | Added |
| LifeGuide Financial Advisors, LLC | 4,107 | $704.3K | 0.35% | −4,963−54.7% | Reduced |
| HFG Advisors, Inc. | 4,120 | $706.5K | 0.63% | −973−19.1% | Reduced |
| Kure Advisory, LLC | 4,128 | $707.8K | 0.60% | −5,805−58.4% | Reduced |
| Regis Acquisition Inc. | 4,148 | $711.0K | 0.43% | 00.0% | Unchanged |
| Capital Management Corp | 4,170 | $715.1K | 0.14% | −380−8.4% | Reduced |
| Foundry Partners, LLC | 4,195 | $719.4K | 0.04% | +990+30.9% | Added |
| LPWM LLC | 4,288 | $719.4K | 0.26% | −896−17.3% | Reduced |
| High Probability Advisors, LLC | 4,202 | $720.6K | 0.13% | +10.0% | Added |
| Horizon Financial Services, LLC | 4,225 | $724.5K | 0.47% | +718+20.5% | Added |
| JFG Wealth Management, LLC | 4,234 | $726.0K | 0.19% | −1,781−29.6% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 4,250 | $728.8K | 0.13% | 00.0% | Unchanged |