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
- 1,966 more added
- Sold out
- 94
- 2,573 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 |
|---|---|---|---|---|---|
| Penney Financial, LLC | 7,726 | $1.32M | 0.98% | +30.0% | Added |
| Omega Financial Group, LLC | 7,741 | $1.33M | 0.54% | +232+3.1% | Added |
| Waterway Wealth Management, LLC | 7,763 | $1.33M | 0.59% | −3,204−29.2% | Reduced |
| Holland Advisory Services, Inc. | 7,767 | $1.33M | 1.46% | −259−3.2% | Reduced |
| Axiom Advisory, LLC | 7,793 | $1.34M | 0.98% | +386+5.2% | Added |
| C M Bidwell & Associates Ltd | 7,805 | $1.34M | 0.91% | −136−1.7% | Reduced |
| RMR Capital Management, LLC | 7,832 | $1.34M | 1.34% | 00.0% | Unchanged |
| White Wing Wealth Management | 7,912 | $1.35M | 1.12% | +24+0.3% | Added |
| Cook Wealth Management Group LLC | 7,824 | $1.35M | 0.81% | −343−4.2% | Reduced |
| Cypress Financial Planning LLC | 7,948 | $1.36M | 0.62% | +1,006+14.5% | Added |
| Golden Road Advisors LLC | 7,949 | $1.36M | 1.13% | −233−2.8% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 7,974 | $1.37M | 0.01% | −1,300−14.0% | Reduced |
| PYA Waltman Capital, LLC | 7,985 | $1.37M | 0.51% | +13+0.2% | Added |
| Orin Green Financial, LLC | 7,997 | $1.37M | 0.64% | −4,053−33.6% | Reduced |
| America First Investment Advisors, LLC | 7,998 | $1.37M | 0.33% | −368−4.4% | Reduced |
| Sollinda Capital Management LLC | 8,000 | $1.37M | 0.43% | −3,875−32.6% | Reduced |
| Aristotle Capital Management, LLC | 8,000 | $1.37M | 0.00% | 00.0% | Unchanged |
| Collaborative Holdings Management LP | 8,000 | $1.37M | 2.07% | +8,000 | New |
| Jackson Creek Investment Advisors LLC | 8,000 | $1.37M | 0.49% | 00.0% | Unchanged |
| Financial & Tax Architects, LLC | 8,022 | $1.38M | 0.38% | +1,635+25.6% | Added |
| Triad Wealth Partners, LLC | 8,036 | $1.38M | 1.06% | +8,036 | New |
| McNaughton Wealth Management, LLC | 8,042 | $1.38M | 0.76% | +49+0.6% | Added |
| Eliot Finkel Investment Counsel, LLC | 8,066 | $1.38M | 0.89% | 00.0% | Unchanged |
| Leicht Financial Planning & Wealth Management, Inc. | 8,089 | $1.39M | 0.76% | 00.0% | Unchanged |
| Interactive Financial Advisors | 8,096 | $1.39M | 0.77% | −2,412−23.0% | Reduced |
| Twelve Points Wealth Management LLC | 8,115 | $1.39M | 0.51% | −825−9.2% | Reduced |
| Orgel Wealth Management, LLC | 8,136 | $1.40M | 0.04% | −1,741−17.6% | Reduced |
| Intrepid Capital Management Inc | 8,140 | $1.40M | 0.90% | +89+1.1% | Added |
| Wick Capital Partners, LLC | 8,148 | $1.40M | 1.36% | −250−3.0% | Reduced |
| Biltmore Wealth Management, LLC | 7,266 | $1.40M | 0.67% | 00.0% | Unchanged |
| Copperleaf Capital, LLC | 8,190 | $1.40M | 1.22% | +608+8.0% | Added |
| Rational Advisors LLC | 8,203 | $1.41M | 0.13% | −12,410−60.2% | Reduced |
| Slocum, Gordon & Co LLP | 8,236 | $1.41M | 1.05% | +8,236 | New |
| Claris Advisors, LLC | 8,252 | $1.42M | 0.71% | +7+0.1% | Added |
| Easterly Investment Partners LLC | 8,267 | $1.42M | 0.11% | −105−1.3% | Reduced |
| Fluent Financial, LLC | 8,289 | $1.42M | 0.79% | +5,197+168.1% | Added |
| Elevate Wealth Advisory, Inc | 8,322 | $1.43M | 1.24% | −482−5.5% | Reduced |
| FFT Wealth Management LLC | 8,331 | $1.43M | 0.12% | +240+3.0% | Added |
| Boothbay Fund Management, LLC | 8,347 | $1.43M | 0.04% | −28,554−77.4% | Reduced |
| Marotta Asset Management | 8,349 | $1.43M | 0.30% | −12−0.1% | Reduced |
| Waterford Advisors, LLC | 8,349 | $1.43M | 0.61% | −96−1.1% | Reduced |
| Kooman & Associates | 8,358 | $1.43M | 0.60% | +113+1.4% | Added |
| Secured Retirement Advisors, LLC | 8,360 | $1.43M | 1.22% | +15+0.2% | Added |
| Requisite Capital Management, LLC | 8,361 | $1.43M | 0.31% | −100−1.2% | Reduced |
| Vinland Capital Management Gestora de Recursos LTDA. | 8,371 | $1.44M | 1.19% | −179,259−95.5% | Reduced |
| Delos Wealth Advisors, LLC | 8,371 | $1.44M | 1.61% | +1,664+24.8% | Added |
| Armbruster Capital Management, Inc. | 8,372 | $1.44M | 0.31% | −169−2.0% | Reduced |
| Hibernia Wealth Partners, LLC | 8,396 | $1.44M | 0.98% | +244+3.0% | Added |
| McNamara Financial Services, Inc. | 8,399 | $1.44M | 0.31% | +841+11.1% | Added |
| Costello Asset Management, INC | 8,402 | $1.44M | 1.03% | −815−8.8% | Reduced |
| 17 Capital Partners, LLC | 8,409 | $1.44M | 1.07% | +52+0.6% | Added |
| Braun-Bostich & Associates Inc. | 8,412 | $1.44M | 1.21% | +291+3.6% | Added |
| Signature Wealth Management Group | 8,743 | $1.44M | 0.66% | +284+3.4% | Added |
| Guidance Point Advisors, LLC | 8,414 | $1.44M | 0.47% | +1,180+16.3% | Added |
| Vantage Financial Partners Ltd., Inc. | 8,456 | $1.45M | 0.38% | −300−3.4% | Reduced |
| Treynor Bancshares, Inc. | 8,477 | $1.45M | 0.84% | +10.0% | Added |
| Trevian Wealth Management LLC | 8,479 | $1.45M | 0.99% | −809−8.7% | Reduced |
| Auour Investments LLC | 8,486 | $1.46M | 0.54% | −30.0% | Reduced |
| Fox Run Management, L.L.C. | 8,492 | $1.46M | 0.31% | +3,588+73.2% | Added |
| RiverGlades Family Offices LLC | 7,891 | $1.46M | 1.16% | −170−2.1% | Reduced |
| Ulysses Management LLC | 8,500 | $1.46M | 0.32% | +8,500 | New |
| Nordwand Advisors, LLC | 8,507 | $1.46M | 0.57% | −18,337−68.3% | Reduced |
| PCG Wealth Advisors, LLC | 8,519 | $1.46M | 0.69% | +352+4.3% | Added |
| Lifestyle Asset Management, Inc. | 8,536 | $1.46M | 0.86% | −936−9.9% | Reduced |
| Legend Financial Advisors, Inc. | 8,541 | $1.46M | 1.06% | −79−0.9% | Reduced |
| Redmond Asset Management, LLC | 8,555 | $1.47M | 0.47% | −13,832−61.8% | Reduced |
| Legacy Capital Wealth Partners, LLC | 8,922 | $1.47M | 1.05% | −15,335−63.2% | Reduced |
| LifePlan Investment Advisors, Inc. | 8,605 | $1.48M | 1.18% | +599+7.5% | Added |
| Nicholas Investment Partners, LP | 8,637 | $1.48M | 0.15% | −24,762−74.1% | Reduced |
| FSA Advisors, Inc. | 8,637 | $1.48M | 1.59% | +910+11.8% | Added |
| Mma Asset Management LLC | 8,246 | $1.48M | 0.70% | −411−4.7% | Reduced |
| Maxi Investments CY Ltd | 8,682 | $1.49M | 0.40% | +8,682 | New |
| Napa Wealth Management | 8,684 | $1.49M | 0.78% | −701−7.5% | Reduced |
| Cunning Capital Partners, LP | 8,690 | $1.49M | 0.82% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 8,694 | $1.49M | 0.44% | +1,171+15.6% | Added |
| Cedar Wealth Management, LLC | 8,701 | $1.49M | 0.49% | +1,115+14.7% | Added |
| Ti-Trust, Inc | 8,717 | $1.49M | 1.10% | +5,530+173.5% | Added |
| Horizon Family Wealth, Inc. | 8,718 | $1.49M | 1.15% | −484−5.3% | Reduced |
| Asset Planning Corporation | 8,718 | $1.49M | 1.09% | +2,583+42.1% | Added |
| Lee Johnson Capital Management, LLC | 8,722 | $1.50M | 0.78% | −46,456−84.2% | Reduced |
| Horrell Capital Management, Inc. | 8,744 | $1.50M | 0.42% | −100−1.1% | Reduced |
| Stephenson & Company, Inc. | 8,778 | $1.51M | 1.10% | −122−1.4% | Reduced |
| Family Wealth Group, LLC | 8,790 | $1.51M | 1.63% | −164−1.8% | Reduced |
| Keeler & Nadler Financial Planning & Wealth Management | 8,814 | $1.51M | 0.91% | +825+10.3% | Added |
| Millington Financial Advisors, LLC | 8,835 | $1.52M | 1.08% | −123−1.4% | Reduced |
| Level Financial Advisors, Inc. | 8,837 | $1.52M | 0.69% | −200−2.2% | Reduced |
| Dravo Bay LLC | 8,839 | $1.52M | 0.90% | −416−4.5% | Reduced |
| Parker Investment Management, LLC | 8,849 | $1.52M | 0.26% | −7,094−44.5% | Reduced |
| Innova Wealth Partners | 8,853 | $1.52M | 1.17% | +705+8.7% | Added |
| Disciplined Investments, LLC | 8,857 | $1.52M | 0.83% | −1,111−11.1% | Reduced |
| David Kennon Inc | 8,866 | $1.52M | 0.65% | +292+3.4% | Added |
| Gen-Wealth Partners Inc | 8,869 | $1.52M | 0.75% | +8,869 | New |
| True Wealth Design, LLC | 8,869 | $1.52M | 0.38% | +111+1.3% | Added |
| Lynx Capital Group Ltd | 8,885 | $1.52M | 1.03% | −48−0.5% | Reduced |
| PFS Partners, LLC | 8,892 | $1.52M | 1.03% | −158−1.7% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 8,913 | $1.53M | 0.60% | +6+0.1% | Added |
| Morton Brown Family Wealth, LLC | 8,915 | $1.53M | 0.63% | −2,860−24.3% | Reduced |
| Redwood Financial Network Corp | 8,933 | $1.53M | 1.33% | +346+4.0% | Added |
| Chiron Capital Management, LLC | 8,943 | $1.53M | 1.39% | −6−0.1% | Reduced |
| Oakwell Private Wealth Management, LLC | 8,966 | $1.54M | 0.47% | +15+0.2% | Added |