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 |
|---|---|---|---|---|---|
| Leverty Financial Group, LLC | 4,252 | $729.1K | 0.43% | −179−4.0% | Reduced |
| Merlin Capital LLC | 4,259 | $730.3K | 2.18% | +82+2.0% | Added |
| Campbell & CO Investment Adviser LLC | 4,279 | $733.8K | 0.06% | −27−0.6% | Reduced |
| Halpern Financial, Inc. | 4,337 | $735.8K | 0.21% | −166−3.7% | Reduced |
| Boyd Wealth Management, LLC | 4,327 | $742.0K | 0.42% | +12+0.3% | Added |
| Vista Private Wealth Partners. LLC | 4,375 | $742.5K | 0.29% | −585−11.8% | Reduced |
| Reston Wealth Management LLC | 4,334 | $743.1K | 0.30% | −321−6.9% | Reduced |
| SRN Advisors, LLC | 4,354 | $746.6K | 0.58% | +222+5.4% | Added |
| Gunderson Capital Management Inc. | 4,357 | $747.2K | 0.35% | −426−8.9% | Reduced |
| ShankerValleau Wealth Advisors, Inc. | 4,366 | $748.7K | 0.34% | +97+2.3% | Added |
| Straight Path Wealth Management | 4,402 | $754.9K | 0.42% | +68+1.6% | Added |
| Lanham O'Dell & Company, Inc. | 4,446 | $762.4K | 0.43% | −6,777−60.4% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 4,454 | $763.7K | 0.69% | −191−4.1% | Reduced |
| Stordahl Capital Management, Inc. | 4,497 | $771.1K | 0.19% | −559−11.1% | Reduced |
| Shay Capital LLC | 4,500 | $771.7K | 0.23% | +4,400+4,400.0% | Added |
| Sanctuary Wealth Management, L.L.C. | 4,502 | $772.1K | 0.63% | −145−3.1% | Reduced |
| Boston Standard Wealth Management, LLC | 4,521 | $775.0K | 0.18% | −116−2.5% | Reduced |
| Rise Advisors, LLC | 4,523 | $775.6K | 0.41% | +2,589+133.9% | Added |
| Argyle Capital Management Inc. | 4,536 | $777.8K | 0.30% | 00.0% | Unchanged |
| USAdvisors Wealth Management, LLC | 4,497 | $779.0K | 0.29% | −148−3.2% | Reduced |
| Axiom Financial Strategies, LLC | 4,570 | $783.7K | 0.50% | +170+3.9% | Added |
| Priebe Wealth Holdings LLC | 4,580 | $785.4K | 0.61% | −827−15.3% | Reduced |
| Tandem Wealth Advisors LLC | 4,583 | $785.9K | 0.43% | +31+0.7% | Added |
| Pillar Wealth Advisors, LLC | 4,633 | $794.5K | 0.60% | 00.0% | Unchanged |
| Perkins Capital Management Inc | 4,650 | $797.0K | 0.66% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 4,661 | $799.3K | 0.49% | −418−8.2% | Reduced |
| Horizons Wealth Management | 4,163 | $801.5K | 0.53% | 00.0% | Unchanged |
| Proquility Private Wealth Partners, LLC | 4,680 | $802.5K | 0.27% | +73+1.6% | Added |
| Riverwater Partners LLC | 4,689 | $804.1K | 0.59% | −111−2.3% | Reduced |
| Western Financial Corp | 4,691 | $804.4K | 0.49% | −10.0% | Reduced |
| Phillips Wealth Planners LLC | 4,754 | $805.2K | 0.93% | +409+9.4% | Added |
| Fort, L.P. | 4,705 | $806.8K | 2.03% | −610−11.5% | Reduced |
| Arkansas Financial Group, Inc. | 4,711 | $807.8K | 0.14% | 00.0% | Unchanged |
| Fairman Group, LLC | 4,718 | $809.0K | 0.76% | −605−11.4% | Reduced |
| Barnett & Company, Inc. | 4,720 | $809.4K | 0.55% | 00.0% | Unchanged |
| Unconventional Investor, LLC | 4,730 | $811.1K | 0.58% | +239+5.3% | Added |
| Capital CS Group, LLC | 4,762 | $816.6K | 0.82% | −1,071−18.4% | Reduced |
| Penbrook Management LLC | 4,770 | $818.0K | 0.51% | 00.0% | Unchanged |
| Tillman Hartley LLC | 4,791 | $821.6K | 0.28% | −22−0.5% | Reduced |
| Defender Capital, LLC. | 4,791 | $821.6K | 0.28% | −159−3.2% | Reduced |
| Reaves W H & Co Inc | 4,800 | $823.0K | 0.03% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 4,800 | $823.2K | 0.80% | −1,971−29.1% | Reduced |
| Madden Advisory Services, Inc. | 4,803 | $823.6K | 0.43% | −125−2.5% | Reduced |
| TKG Advisors, LLC | 4,817 | $826.0K | 0.46% | +1,737+56.4% | Added |
| Treasure Coast Financial Planning | 4,843 | $830.5K | 0.54% | −673−12.2% | Reduced |
| Endowment Wealth Management, Inc. | 4,845 | $830.8K | 0.62% | −836−14.7% | Reduced |
| Silver Coast Investments LLC | 4,847 | $831.2K | 0.34% | −462−8.7% | Reduced |
| Sharp Financial Services, LLC | 4,861 | $833.6K | 0.78% | −667−12.1% | Reduced |
| HighMark Wealth Management LLC | 4,763 | $833.9K | 0.52% | +118+2.5% | Added |
| Partnership Wealth Management, LLC | 4,871 | $835.2K | 0.59% | +10.0% | Added |
| Great Oak Capital Partners, LLC | 4,901 | $840.5K | 0.37% | −19−0.4% | Reduced |
| Visionary Horizons, LLC | 4,780 | $844.0K | 0.66% | +66+1.4% | Added |
| Machina Capital S.A.S. | 4,923 | $844.2K | 0.44% | +2,479+101.4% | Added |
| Petra Financial Advisors Inc | 4,645 | $846.1K | 0.62% | −398−7.9% | Reduced |
| New England Professional Planning Group Inc. | 4,944 | $847.8K | 0.44% | +960+24.1% | Added |
| Compton Financial Group, LLC | 4,946 | $848.2K | 0.29% | −800−13.9% | Reduced |
| Maltin Wealth Management, Inc. | 4,955 | $849.6K | 0.48% | −785−13.7% | Reduced |
| Shariaportfolio, Inc. | 4,961 | $850.7K | 0.49% | +681+15.9% | Added |
| Andrew Hill Investment Advisors, Inc. | 4,982 | $854.4K | 0.75% | −12,762−71.9% | Reduced |
| Lane Generational LLC | 4,987 | $855.2K | 1.01% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 4,997 | $856.8K | 0.19% | −152−3.0% | Reduced |
| Sheridan Capital Management, LLC | 5,043 | $864.8K | 0.65% | +933+22.7% | Added |
| Adapt Wealth Advisors, LLC | 5,061 | $867.9K | 0.62% | +5,061 | New |
| Poplar Forest Capital LLC | 5,067 | $868.9K | 0.12% | 00.0% | Unchanged |
| Beacon Wealthcare LLC | 5,099 | $874.4K | 0.40% | +79+1.6% | Added |
| Conestoga Capital Advisors, LLC | 5,110 | $876.3K | 0.01% | −600−10.5% | Reduced |
| Mainsail Financial Group, LLC | 5,117 | $877.4K | 0.60% | +192+3.9% | Added |
| Jentner Corp | 5,132 | $880.1K | 0.31% | +11+0.2% | Added |
| Main Line Retirement Advisors, LLC | 5,193 | $890.5K | 0.70% | +1,832+54.5% | Added |
| Ted Buchan & Co | 5,195 | $890.9K | 0.55% | −424−7.5% | Reduced |
| Gruss & Co., LLC | 5,200 | $891.7K | 4.92% | +3,000+136.4% | Added |
| Alpha Financial Partners, LLC | 5,203 | $892.3K | 0.81% | +302+6.2% | Added |
| TrueWealth Financial Partners | 5,210 | $893.4K | 0.63% | 00.0% | Unchanged |
| Alternative Investment Advisors, LLC. | 5,266 | $895.3K | 0.54% | −10,606−66.8% | Reduced |
| Kapitalo Investimentos Ltda | 5,222 | $895.5K | 0.20% | +2,300+78.7% | Added |
| Fulcrum Equity Management | 5,225 | $896.0K | 1.06% | +3,599+221.3% | Added |
| North Point Portfolio Managers Corp | 5,237 | $898.0K | 0.15% | +426+8.9% | Added |
| Parker Financial LLC | 5,253 | $900.7K | 0.51% | −71−1.3% | Reduced |
| Hunter Perkins Capital Management, LLC | 5,261 | $902.0K | 0.18% | +5,261 | New |
| Insight Folios Inc | 5,280 | $905.5K | 0.37% | +1,157+28.1% | Added |
| Elite Life Management LLC | 5,289 | $907.0K | 4.44% | +289+5.8% | Added |
| Truefg, LLC | 5,292 | $907.5K | 0.33% | −100−1.9% | Reduced |
| Columbia Advisory Partners LLC | 5,320 | $912.3K | 0.92% | −270−4.8% | Reduced |
| Seaside Wealth Management, Inc. | 5,329 | $913.9K | 0.39% | −39−0.7% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 5,332 | $914.3K | 0.12% | −2,114−28.4% | Reduced |
| Total Wealth Planning, LLC | 5,338 | $915.3K | 0.16% | +121+2.3% | Added |
| Websterrogers Financial Advisors, LLC | 5,341 | $915.9K | 0.33% | −886−14.2% | Reduced |
| Van Strum & Towne Inc. | 5,352 | $917.8K | 0.34% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 5,356 | $918.5K | 0.71% | −19−0.4% | Reduced |
| Cornerstone Advisors Asset Management, LLC | 5,403 | $926.5K | 0.33% | −954−15.0% | Reduced |
| JMG Financial Group, Ltd. | 5,405 | $926.9K | 0.04% | −245−4.3% | Reduced |
| Cookson Peirce & Co Inc | 5,408 | $927.0K | 0.05% | −3,082−36.3% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 5,405 | $927.0K | 0.19% | 00.0% | Unchanged |
| Awm Capital, LLC | 5,406 | $927.1K | 0.15% | −3,360−38.3% | Reduced |
| Retirement Financial Solutions, LLC | 5,411 | $927.9K | 0.48% | −1,233−18.6% | Reduced |
| Aquire Wealth Advisors, LLC | 5,413 | $928.2K | 0.32% | −108−2.0% | Reduced |
| Red Tortoise LLC | 5,428 | $930.8K | 0.52% | +79+1.5% | Added |
| Cornerstone National Bank & Trust Co | 5,437 | $932.3K | 0.47% | +2,306+73.7% | Added |
| Briaud Financial Planning, Inc | 5,457 | $936.0K | 0.53% | +5,457 | New |
| Advisory Research Inc | 5,466 | $937.3K | 0.19% | −51,795−90.5% | Reduced |