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 | 6,135 | $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 | 4,403 | $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 |
|---|---|---|---|---|---|
| IAG Wealth Partners, LLC | 6,542 | $1.12M | 0.24% | +337+5.4% | Added |
| AMJ Financial Wealth Management | 6,546 | $1.12M | 0.37% | −273−4.0% | Reduced |
| Wheelhouse Advisory Group LLC | 6,560 | $1.12M | 0.86% | −221−3.3% | Reduced |
| Financial Alternatives, Inc | 6,572 | $1.13M | 0.87% | +10.0% | Added |
| Cannon Financial Strategists, Inc. | 6,595 | $1.13M | 0.22% | +801+13.8% | Added |
| Kraft, Davis & Associates, LLC | 6,057 | $1.13M | 0.34% | −433−6.7% | Reduced |
| Aristides Capital LLC | 6,600 | $1.13M | 0.48% | +6,600 | New |
| Leading Edge Financial Planning LLC | 6,672 | $1.14M | 0.51% | −437−6.1% | Reduced |
| Pitti Group Wealth Management, LLC | 6,566 | $1.15M | 1.28% | −362−5.2% | Reduced |
| MBB Public Markets I LLC | 6,735 | $1.15M | 0.07% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 6,738 | $1.16M | 0.59% | −8−0.1% | Reduced |
| Oliver Luxxe Assets LLC | 6,738 | $1.16M | 0.24% | −151−2.2% | Reduced |
| Boulder Wealth Advisors, LLC | 6,745 | $1.16M | 0.72% | +6,745 | New |
| Rocky Mountain Advisers, LLC | 6,759 | $1.16M | 0.37% | +10.0% | Added |
| Eagle Bluffs Wealth Management LLC | 6,775 | $1.16M | 0.72% | 00.0% | Unchanged |
| Donald L. Hagan, LLC | 6,787 | $1.16M | 0.62% | −55−0.8% | Reduced |
| National Wealth Management Group, LLC | 6,789 | $1.16M | 0.91% | −3,377−33.2% | Reduced |
| D. Scott Neal, Inc. | 6,837 | $1.17M | 0.77% | 00.0% | Unchanged |
| Sageworth Trust Co | 6,839 | $1.17M | 0.08% | 00.0% | Unchanged |
| Lesa Sroufe & Co | 6,849 | $1.17M | 1.10% | +20.0% | Added |
| Mason Investment Advisory Services, Inc. | 6,848 | $1.17M | 0.08% | −716−9.5% | Reduced |
| Iams Wealth Management, LLC | 6,486 | $1.18M | 0.72% | +1,233+23.5% | Added |
| Cedar Point Capital Partners, LLC | 6,867 | $1.18M | 0.89% | +86+1.3% | Added |
| Sequent Planning LLC | 6,872 | $1.18M | 0.43% | +6,872 | New |
| Qsemble Capital Management, LP | 6,877 | $1.18M | 0.26% | +6,877 | New |
| Higgins & Schmidt Wealth Strategies LLC | 6,899 | $1.18M | 0.87% | +683+11.0% | Added |
| Syverson Strege & Co | 6,943 | $1.19M | 0.43% | +1,866+36.8% | Added |
| Terra Nova Asset Management LLC | 6,945 | $1.19M | 0.95% | −12,965−65.1% | Reduced |
| Green Alpha Advisors, LLC | 6,946 | $1.19M | 0.86% | −7,781−52.8% | Reduced |
| Lockerman Financial Group, Inc. | 6,962 | $1.19M | 2.28% | −40−0.6% | Reduced |
| Michael S. Ryan, Inc. | 6,977 | $1.20M | 0.94% | −108−1.5% | Reduced |
| Shore Point Advisors, LLC | 6,992 | $1.20M | 0.68% | +618+9.7% | Added |
| Fortis Advisors, LLC | 7,020 | $1.20M | 0.81% | −27−0.4% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 7,022 | $1.20M | 0.45% | +28+0.4% | Added |
| RHS Financial, LLC | 7,026 | $1.20M | 0.70% | −129−1.8% | Reduced |
| Seneca Financial Advisors LLC | 7,027 | $1.21M | 0.64% | −1,136−13.9% | Reduced |
| Stewardship Advisors, LLC | 7,048 | $1.21M | 0.41% | +218+3.2% | Added |
| Robinswood Financial LLC | 7,114 | $1.21M | 0.52% | −1,085−13.2% | Reduced |
| Covestor Ltd | 7,074 | $1.21M | 0.77% | +1,952+38.1% | Added |
| Stone Run Capital, LLC | 7,080 | $1.21M | 0.46% | 00.0% | Unchanged |
| Albert D Mason Inc | 7,088 | $1.22M | 0.75% | +27+0.4% | Added |
| ASB Consultores, LLC | 7,087 | $1.22M | 0.31% | +4,653+191.2% | Added |
| Heck Capital Advisors, LLC | 7,090 | $1.22M | 0.19% | +75+1.1% | Added |
| TCM Advisors, LLC | – | $1.22M | 0.96% | – | – |
| Chiron Investment Management, LLC | 7,108 | $1.22M | 0.53% | +6,832+2,475.4% | Added |
| Stegent Equity Advisors, Inc. | 7,122 | $1.22M | 1.24% | −270−3.7% | Reduced |
| Earnest Partners LLC | 7,134 | $1.22M | 0.01% | −9−0.1% | Reduced |
| Strategic Point Investment Advisors, LLC | 7,136 | $1.22M | 0.22% | −552−7.2% | Reduced |
| SFM, LLC | 7,156 | $1.23M | 0.94% | −291−3.9% | Reduced |
| BCM Advisors, LLC | 7,263 | $1.23M | 0.31% | −1,608−18.1% | Reduced |
| Voya Financial Advisors, Inc. | 7,091 | $1.23M | 0.14% | −1,439−16.9% | Reduced |
| Continental Investors Services, Inc. | 7,232 | $1.23M | 2.91% | +101+1.4% | Added |
| Prentiss Smith & Co Inc | 7,174 | $1.23M | 0.86% | −620−8.0% | Reduced |
| Tilson Financial Group, Inc. | 7,191 | $1.23M | 0.66% | −10−0.1% | Reduced |
| Sanchez Wealth Management Group | 7,196 | $1.23M | 0.42% | −41−0.6% | Reduced |
| WBI Investments | 7,203 | $1.24M | 0.26% | −22,975−76.1% | Reduced |
| Provident Investment Management, Inc. | 7,222 | $1.24M | 0.11% | −946−11.6% | Reduced |
| Marshall Financial Group Inc | 7,229 | $1.24M | 0.41% | −82−1.1% | Reduced |
| Asset Allocation Strategies LLC | 7,232 | $1.24M | 0.44% | +520+7.7% | Added |
| Virtus Fund Advisers, LLC | 7,265 | $1.25M | 4.40% | +7,265 | New |
| Ascension Capital Advisors, Inc. | 7,288 | $1.25M | 0.69% | −356−4.7% | Reduced |
| Dogwood Wealth Management LLC | 7,291 | $1.25M | 0.85% | +1,038+16.6% | Added |
| Krane Funds Advisors LLC | 7,423 | $1.26M | 0.05% | +602+8.8% | Added |
| PFG Private Wealth Management, LLC | 7,336 | $1.26M | 0.79% | +278+3.9% | Added |
| Charles Schwab Investment Advisory, Inc. | 7,345 | $1.26M | 0.00% | −11−0.1% | Reduced |
| Philip James Wealth Mangement, LLC | 7,355 | $1.26M | 0.89% | −331−4.3% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 7,376 | $1.26M | 0.16% | +391+5.6% | Added |
| Bayshore Asset Management, LLC | 7,377 | $1.27M | 0.62% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 7,383 | $1.27M | 0.45% | +19+0.3% | Added |
| Boston Mountain Money Management Inc | 7,386 | $1.27M | 0.87% | +7,386 | New |
| Brown Wealth Management, LLC | 7,409 | $1.27M | 0.53% | +8+0.1% | Added |
| Norwood Financial Corp | 7,415 | $1.27M | 1.84% | +370+5.3% | Added |
| Sippican Capital Advisors | 7,436 | $1.28M | 0.99% | −514−6.5% | Reduced |
| Voisard Asset Management Group, Inc. | 7,448 | $1.28M | 0.72% | −402−5.1% | Reduced |
| Foguth Wealth Management, LLC. | 7,449 | $1.28M | 0.68% | +7,449 | New |
| Aufman Associates Inc | 7,469 | $1.28M | 0.90% | −109−1.4% | Reduced |
| LGT Financial Advisors LLC | 7,487 | $1.28M | 1.49% | −629−7.8% | Reduced |
| Tandem Investment Advisors, Inc. | 7,490 | $1.28M | 0.05% | −2,807−27.3% | Reduced |
| AllGen Financial Advisors, Inc. | 7,489 | $1.28M | 0.52% | 00.0% | Unchanged |
| Gibson Capital, LLC | 7,504 | $1.29M | 0.28% | −100−1.3% | Reduced |
| Emerald Mutual Fund Advisers Trust | 7,505 | $1.29M | 0.07% | −702−8.6% | Reduced |
| FirstPurpose Wealth LLC | 7,671 | $1.29M | 0.47% | +1,000+15.0% | Added |
| RFG Holdings, Inc. | 7,524 | $1.29M | 0.54% | +1,832+32.2% | Added |
| Reitz Capital Advisors LLC | 6,723 | $1.29M | 2.33% | 00.0% | Unchanged |
| Lowery Thomas, LLC | 7,557 | $1.30M | 0.99% | −257−3.3% | Reduced |
| Instrumental Wealth, LLC | 6,822 | $1.30M | 0.56% | +662+10.7% | Added |
| Wealth Management Resources, Inc. | 7,575 | $1.30M | 0.56% | +18+0.2% | Added |
| Partners in Financial Planning | 7,583 | $1.30M | 0.29% | −103−1.3% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 7,586 | $1.30M | 0.66% | +100+1.3% | Added |
| Accuvest Global Advisors | 7,595 | $1.30M | 0.57% | −7,909−51.0% | Reduced |
| Enzi Wealth | 7,576 | $1.31M | 0.61% | −138−1.8% | Reduced |
| Shelton Wealth Management, LLC | 7,645 | $1.31M | 0.82% | +262+3.5% | Added |
| ARK & TLK Investments, LLC | 7,655 | $1.31M | 0.51% | −553−6.7% | Reduced |
| Ballew Advisors, Inc | 7,842 | $1.32M | 0.91% | +191+2.5% | Added |
| Prudent Investors Network | 7,678 | $1.32M | 0.50% | +7,678 | New |
| Legacy Advisory Services, LLC | 7,686 | $1.32M | 1.25% | −1,016−11.7% | Reduced |
| Delta Wealth Advisors LLC | 7,690 | $1.32M | 1.36% | +7,690 | New |
| New England Capital Financial Advisors LLC | 7,701 | $1.32M | 0.74% | −66−0.8% | Reduced |
| Tolleson Wealth Management, Inc. | 7,707 | $1.32M | 0.26% | −3,230−29.5% | Reduced |
| Probity Advisors, Inc. | 7,714 | $1.32M | 0.27% | −81−1.0% | Reduced |