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 8 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
- 5,024
- +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
- 1,965 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 |
|---|---|---|---|---|---|
| Durante & Waters, LLC | 5,476 | $939.0K | 0.86% | −24−0.4% | Reduced |
| VitalStone Financial, LLC | 5,487 | $941.0K | 0.72% | +851+18.4% | Added |
| Hummer Financial Advisory Services Inc | 5,488 | $941.1K | 0.78% | +120+2.2% | Added |
| Bare Financial Services, Inc | 5,527 | $941.4K | 0.90% | +136+2.5% | Added |
| Evolution Advisers, Inc. | 5,490 | $942.0K | 0.56% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 5,497 | $943.0K | 0.65% | +469+9.3% | Added |
| Tacita Capital Inc | 5,502 | $943.5K | 0.65% | +80+1.5% | Added |
| Ninepoint Partners LP | 5,529 | $948.1K | 0.12% | −24−0.4% | Reduced |
| True Vision MN LLC | 5,635 | $954.0K | 0.67% | +3,423+154.7% | Added |
| Signature Resources Capital Management, LLC | 4,968 | $956.5K | 0.90% | 00.0% | Unchanged |
| Guidance Capital, Inc | 5,564 | $960.8K | 0.35% | +40+0.7% | Added |
| Flagship Private Wealth, LLC | 5,616 | $963.1K | 0.62% | +3+0.1% | Added |
| Coho Partners, Ltd. | 5,618 | $963.4K | 0.02% | −1,500−21.1% | Reduced |
| Vista Finance, LLC | 5,642 | $967.5K | 2.43% | +353+6.7% | Added |
| Gold Investment Management Ltd. | 5,649 | $968.3K | 0.39% | +49+0.9% | Added |
| Brand Asset Management Group, Inc. | 5,684 | $974.7K | 0.42% | −1,170−17.1% | Reduced |
| Sonoma Private Wealth LLC | 5,689 | $975.5K | 1.57% | −1,125−16.5% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 5,688 | $975.5K | 0.96% | −74−1.3% | Reduced |
| CMC Financial Group | 5,723 | $981.4K | 1.38% | −168−2.9% | Reduced |
| DBK Financial Counsel, LLC | 5,733 | $983.1K | 1.03% | +24+0.4% | Added |
| Ackerman Capital Advisors, LLC | 5,752 | $986.4K | 0.27% | −258−4.3% | Reduced |
| Pacifica Capital Investments, LLC | 5,763 | $988.0K | 0.30% | −2,500−30.3% | Reduced |
| Silver Oak Advisory Group, Inc. | 5,766 | $989.0K | 0.56% | −3−0.1% | Reduced |
| Covey Capital Advisors, LLC | 5,782 | $991.5K | 1.20% | 00.0% | Unchanged |
| First International Bank & Trust | 5,788 | $992.5K | 0.34% | −59−1.0% | Reduced |
| Adalta Capital Management LLC | 5,790 | $992.9K | 0.55% | −1,775−23.5% | Reduced |
| Greenfield Seitz Capital Management, LLC | 5,810 | $996.3K | 0.37% | −300−4.9% | Reduced |
| Del-Sette Capital Management, LLC | 5,813 | $996.8K | 0.82% | −137−2.3% | Reduced |
| Pineridge Advisors LLC | 5,823 | $998.6K | 0.35% | −4,795−45.2% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 5,824 | $998.7K | 0.80% | −18−0.3% | Reduced |
| Cobblestone Asset Management LLC | 5,835 | $1.00M | 0.68% | 00.0% | Unchanged |
| Sharkey, Howes & Javer | 5,838 | $1.00M | 0.16% | +549+10.4% | Added |
| Bush Investment Group, LLC | 5,846 | $1.00M | 0.89% | +5,846 | New |
| Envoi LLC | 5,869 | $1.01M | 2.38% | +5,869 | New |
| Trinity Wealth Management, LLC | 5,894 | $1.01M | 0.52% | −160−2.6% | Reduced |
| Stephen J. Garry & Associates, LLC | 5,895 | $1.01M | 1.05% | +5+0.1% | Added |
| Lutz Financial Services LLC | 5,902 | $1.01M | 0.09% | +113+2.0% | Added |
| Unique Wealth Strategies, LLC | 5,928 | $1.02M | 0.50% | −3,409−36.5% | Reduced |
| Highland Financial Advisors, LLC | 5,937 | $1.02M | 0.41% | +280+4.9% | Added |
| Greytown Advisors Inc. | 5,963 | $1.02M | 0.58% | −5,703−48.9% | Reduced |
| Beacon Financial Planning, Inc | 5,970 | $1.02M | 0.71% | +560+10.4% | Added |
| ACT Advisors, LLC. | 5,979 | $1.03M | 0.56% | −77−1.3% | Reduced |
| Gibson Wealth Advisors LLC | 5,994 | $1.03M | 0.99% | +5,994 | New |
| BlueSky Wealth Advisors, LLC | 5,995 | $1.03M | 0.80% | +1,865+45.2% | Added |
| Mork Capital Management, LLC | 6,000 | $1.03M | 0.78% | 00.0% | Unchanged |
| A.P. Gilfoyle & Co., L.P. | 6,000 | $1.03M | 54.21% | +5,782+2,652.3% | Added |
| 683 Capital Management, LLC | 6,000 | $1.03M | 0.10% | +6,000 | New |
| Ehrlich Financial Group | 6,006 | $1.03M | 0.87% | +102+1.7% | Added |
| Essex Private Wealth Management, LLC | 6,007 | $1.03M | 2.92% | +188+3.2% | Added |
| Clearview Wealth Advisors LLC | 6,026 | $1.03M | 1.05% | −541−8.2% | Reduced |
| Galibier Capital Management Ltd. | 6,035 | $1.03M | 0.25% | −6,612−52.3% | Reduced |
| Horizon Bancorp Inc | 6,036 | $1.03M | 0.49% | +132+2.2% | Added |
| Afg Fiduciary Services Limited Partnership | 6,110 | $1.04M | 0.77% | −1,606−20.8% | Reduced |
| Mokosak Advisory Group, LLC | 6,056 | $1.04M | 0.34% | +223+3.8% | Added |
| Passumpsic Savings Bank | 6,074 | $1.04M | 0.67% | +6,074 | New |
| American Financial & Tax Strategies Inc | 6,074 | $1.04M | 0.56% | 00.0% | Unchanged |
| Lansing Street Advisors | 6,080 | $1.04M | 0.47% | +2,379+64.3% | Added |
| SWS Partners | 6,082 | $1.04M | 0.31% | +2,524+70.9% | Added |
| Greenhouse Wealth Management, LLC | 6,094 | $1.05M | 0.78% | −194−3.1% | Reduced |
| Thompson Davis & Co., Inc. | 6,097 | $1.05M | 0.71% | −572−8.6% | Reduced |
| Silver Lake Advisory, LLC | 6,107 | $1.05M | 0.47% | +6,107 | New |
| MorganRosel Wealth Management, LLC | 6,123 | $1.05M | 0.37% | −4,156−40.4% | Reduced |
| Buck Wealth Strategies, LLC | 6,143 | $1.05M | 0.36% | −41,991−87.2% | Reduced |
| Prism Advisors, Inc. | 6,143 | $1.05M | 0.32% | +693+12.7% | Added |
| Monument Group Wealth Advisors, LLC | 6,150 | $1.05M | 0.78% | −66−1.1% | Reduced |
| Monumental Financial Group Inc. | 6,154 | $1.06M | 0.56% | +141+2.3% | Added |
| Heritage Wealth Management, Inc./Texas | 6,161 | $1.06M | 0.69% | −58−0.9% | Reduced |
| Chico Wealth RIA | 6,161 | $1.06M | 1.00% | +826+15.5% | Added |
| Turim 21 Investimentos Ltda. | 6,170 | $1.06M | 0.27% | +1,443+30.5% | Added |
| Burns Matteson Capital Management, LLC | 6,186 | $1.06M | 0.69% | +1,562+33.8% | Added |
| Schwartz Investment Counsel Inc | 6,200 | $1.06M | 0.04% | 00.0% | Unchanged |
| Flagstone Financial Management | 6,205 | $1.06M | 0.41% | +113+1.9% | Added |
| Your Advocates Ltd., LLP | 6,205 | $1.06M | 0.45% | +200+3.3% | Added |
| Stone House Investment Management, LLC | 6,205 | $1.06M | 0.25% | +917+17.3% | Added |
| GoalFusion Wealth Management, LLC | 6,216 | $1.07M | 0.68% | +34+0.5% | Added |
| Rodgers & Associates, LTD | 6,225 | $1.07M | 0.14% | −311−4.8% | Reduced |
| Presilium Private Wealth, LLC | 6,259 | $1.07M | 0.28% | −604−8.8% | Reduced |
| Smart Money Group LLC | 6,309 | $1.07M | 0.42% | +1,400+28.5% | Added |
| Hyperion Capital Advisors LP | 6,293 | $1.08M | 0.51% | +246+4.1% | Added |
| Range Financial Group LLC | 6,296 | $1.08M | 0.56% | +2,763+78.2% | Added |
| Aull & Monroe Investment Management Corp | 6,306 | $1.08M | 0.49% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 6,319 | $1.08M | 0.76% | −5,091−44.6% | Reduced |
| First Washington CORP | 6,323 | $1.08M | 0.41% | −11,108−63.7% | Reduced |
| Rockport Wealth LLC | 6,360 | $1.09M | 0.73% | +6,360 | New |
| Annapolis Financial Services, LLC | 6,374 | $1.09M | 0.36% | −6,433−50.2% | Reduced |
| Game Creek Capital, LP | 6,375 | $1.09M | 0.59% | −650−9.3% | Reduced |
| Motiv8 Investments LLC | 6,381 | $1.09M | 0.85% | +20.0% | Added |
| Hiley Hunt Wealth Management | 6,389 | $1.10M | 0.72% | +194+3.1% | Added |
| Cassia Capital Partners, LLC | 6,389 | $1.10M | 0.73% | +1,178+22.6% | Added |
| Forte Asset Management LLC | 6,391 | $1.10M | 0.66% | −600−8.6% | Reduced |
| Valley Financial Group, Inc. | 6,406 | $1.10M | 0.84% | −163−2.5% | Reduced |
| Plan Group Financial, LLC | 6,441 | $1.10M | 0.73% | +2,081+47.7% | Added |
| Cullen Capital Management LLC | 6,444 | $1.11M | 0.01% | −200−3.0% | Reduced |
| Solano Wealth Management, Inc. | 6,458 | $1.11M | 0.62% | −262−3.9% | Reduced |
| James Hambro & Partners | 6,462 | $1.11M | 0.05% | −1,703−20.9% | Reduced |
| Corton Capital Inc. | 6,494 | $1.11M | 0.41% | −939−12.6% | Reduced |
| Prepared Retirement Institute LLC | 6,497 | $1.11M | 0.83% | −239−3.5% | Reduced |
| Altiora Financial Group, LLC | 6,506 | $1.12M | 0.30% | 00.0% | Unchanged |
| Independent Family Office, LLC | 6,529 | $1.12M | 0.60% | +244+3.9% | Added |
| All Season Financial Advisors, Inc. | 6,532 | $1.12M | 0.93% | +25+0.4% | Added |