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 |
|---|---|---|---|---|---|
| Middleton & Co Inc | 273,744 | $46.9M | 5.41% | −5,152−1.8% | Reduced |
| M&G Plc | 274,391 | $46.9M | 0.28% | +274,391 | New |
| WealthPlan Investment Management, LLC | 273,423 | $46.9M | 7.15% | −2,263−0.8% | Reduced |
| Capula Management Ltd | 273,225 | $46.9M | 1.59% | +271,682+17,607.4% | Added |
| Oakmont Corp | 273,166 | $46.8M | 11.46% | −5,050−1.8% | Reduced |
| Summit Trail Advisors, LLC | 272,540 | $46.7M | 1.24% | +29,317+12.1% | Added |
| Jacobs & Co | 271,746 | $46.6M | 4.93% | −5,192−1.9% | Reduced |
| Berkshire Asset Management LLC | 271,057 | $46.5M | 2.46% | −5,963−2.2% | Reduced |
| Charter Trust Co | 269,447 | $46.2M | 3.09% | −3,938−1.4% | Reduced |
| Falcon Wealth Planning | 269,194 | $46.2M | 7.32% | +5,507+2.1% | Added |
| Columbia Asset Management | 239,143 | $46.0M | 9.42% | −230−0.1% | Reduced |
| Avestar Capital, LLC | 268,055 | $46.0M | 5.27% | +15,177+6.0% | Added |
| Western Wealth Management, LLC | 267,598 | $45.9M | 3.57% | −67,308−20.1% | Reduced |
| Northwest & Ethical Investments L.P. | 267,853 | $45.9M | 1.32% | −11,369−4.1% | Reduced |
| Ar Asset Management Inc | 267,213 | $45.8M | 11.17% | −600−0.2% | Reduced |
| Wesleyan Assurance Society | 267,200 | $45.8M | 4.06% | +8,000+3.1% | Added |
| Bouchey Financial Group Ltd | 266,880 | $45.8M | 4.50% | −1,697−0.6% | Reduced |
| Manchester Capital Management LLC | 266,403 | $45.7M | 5.63% | +4,450+1.7% | Added |
| Hardman Johnston Global Advisors LLC | 264,996 | $45.4M | 1.57% | +241+0.1% | Added |
| North Star Investment Management Corp. | 263,747 | $45.2M | 3.23% | +1,275+0.5% | Added |
| Aviance Capital Partners, LLC | 263,707 | $45.2M | 6.72% | +11,730+4.7% | Added |
| Blackhill Capital Inc | 261,400 | $44.8M | 2.57% | 00.0% | Unchanged |
| Forte Capital LLC | 261,254 | $44.8M | 5.54% | −6,478−2.4% | Reduced |
| Tower Bridge Advisors | 260,123 | $44.6M | 4.54% | −46,878−15.3% | Reduced |
| Clare Market Investments LLC | 258,979 | $44.4M | 13.84% | −888−0.3% | Reduced |
| Stillwater Capital Advisors, LLC | 257,940 | $44.2M | 6.55% | −2,605−1.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 257,326 | $44.1M | 3.44% | −20,029−7.2% | Reduced |
| Arkadios Wealth Advisors | 256,861 | $44.0M | 3.41% | −4,440−1.7% | Reduced |
| Locust Wood Capital Advisers, LLC | 255,815 | $43.9M | 1.73% | −3,574−1.4% | Reduced |
| Mengis Capital Management, Inc. | 255,715 | $43.9M | 6.76% | +3,529+1.4% | Added |
| Baker Chad R | 255,554 | $43.8M | 9.33% | −100.0% | Reduced |
| Archon Partners LLC | 255,000 | $43.7M | 5.35% | 00.0% | Unchanged |
| Foster & Motley Inc | 254,681 | $43.7M | 3.01% | +7,266+2.9% | Added |
| SOA Wealth Advisors, LLC. | 254,250 | $43.6M | 9.03% | −2,241−0.9% | Reduced |
| Palisade Capital Management LLC | 253,810 | $43.5M | 1.15% | −52,958−17.3% | Reduced |
| Jefferies Financial Group Inc. | 253,139 | $43.4M | 0.88% | +95,790+60.9% | Added |
| Rockland Trust Co | 252,808 | $43.4M | 2.28% | −7,043−2.7% | Reduced |
| Twin Capital Management Inc | 252,534 | $43.3M | 5.37% | −9,258−3.5% | Reduced |
| City of London Investment Management Co Ltd | 251,224 | $43.1M | 3.55% | −12,300−4.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 251,106 | $43.1M | 4.97% | −21,638−7.9% | Reduced |
| Meitav Dash Investments Ltd | 250,921 | $43.0M | 0.84% | +89,701+55.6% | Added |
| Schechter Investment Advisors, LLC | 250,369 | $42.9M | 3.21% | −1,611−0.6% | Reduced |
| First Nebraska Trust Co | 250,048 | $42.9M | 4.42% | −4,681−1.8% | Reduced |
| Sawgrass Asset Management LLC | 249,809 | $42.8M | 4.69% | −16,872−6.3% | Reduced |
| Stokes Family Office, LLC | 249,535 | $42.8M | 5.35% | −5,033−2.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 249,100 | $42.7M | 5.41% | 00.0% | Unchanged |
| Apriem Advisors | 249,093 | $42.7M | 5.37% | −12,046−4.6% | Reduced |
| Newlands Management Operations LLC | 248,975 | $42.7M | 0.34% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 247,963 | $42.5M | 3.52% | −15,920−6.0% | Reduced |
| Transform Wealth, LLC | 246,695 | $42.3M | 4.02% | −21,463−8.0% | Reduced |
| Suncoast Equity Management | 246,681 | $42.3M | 4.96% | −51,365−17.2% | Reduced |
| Guardian Capital LP | 246,510 | $42.3M | 1.47% | +2,373+1.0% | Added |
| Caldwell Trust Co | 246,106 | $42.2M | 4.91% | −3,732−1.5% | Reduced |
| Verition Fund Management LLC | 244,725 | $42.0M | 0.40% | −1,271,356−83.9% | Reduced |
| Accredited Investors Inc. | 244,484 | $41.9M | 2.69% | −11,042−4.3% | Reduced |
| RiverFront Investment Group, LLC | 243,499 | $41.8M | 1.18% | +16,715+7.4% | Added |
| LaFleur & Godfrey LLC | 242,857 | $41.6M | 6.16% | −27,528−10.2% | Reduced |
| Balyasny Asset Management LLC | 242,746 | $41.6M | 0.11% | +188,569+348.1% | Added |
| Evoke Wealth, LLC | 242,521 | $41.6M | 1.24% | +242,521 | New |
| Pittenger & Anderson Inc | 242,185 | $41.5M | 1.69% | +1,231+0.5% | Added |
| Palisade Asset Management, LLC | 242,164 | $41.5M | 4.04% | +14,585+6.4% | Added |
| ClariVest Asset Management LLC | 241,813 | $41.5M | 4.30% | −572,679−70.3% | Reduced |
| Alerus Financial NA | 241,781 | $41.5M | 3.13% | −15,343−6.0% | Reduced |
| Meeder Advisory Services, Inc. | 241,410 | $41.4M | 4.21% | +3,442+1.4% | Added |
| Leavell Investment Management, Inc. | 241,017 | $41.3M | 2.39% | −9,200−3.7% | Reduced |
| Integrated Advisors Network LLC | 240,860 | $41.3M | 2.11% | −13,605−5.3% | Reduced |
| Edgewood Management LLC | 240,751 | $41.3M | 0.11% | −3,256−1.3% | Reduced |
| Forbes J M & Co LLP | 240,712 | $41.3M | 4.47% | −2,246−0.9% | Reduced |
| Klingman & Associates, LLC | 240,426 | $41.2M | 2.87% | −121−0.1% | Reduced |
| Biondo Investment Advisors, LLC | 240,375 | $41.2M | 6.37% | −8,295−3.3% | Reduced |
| Webster Bank, N. A. | 239,967 | $41.1M | 4.60% | −5,146−2.1% | Reduced |
| Ocean Capital Management, LLC | 239,686 | $41.1M | 15.27% | +1,265+0.5% | Added |
| Krilogy Financial LLC | 239,518 | $41.1M | 3.15% | +43,063+21.9% | Added |
| Crawford Investment Counsel Inc | 238,146 | $40.8M | 0.76% | −705−0.3% | Reduced |
| Atlantic Union Bankshares Corp | 237,717 | $40.8M | 3.43% | −3,506−1.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 236,724 | $40.6M | 4.33% | −43,811−15.6% | Reduced |
| Amica Mutual Insurance Co | 235,965 | $40.5M | 4.12% | −8,476−3.5% | Reduced |
| DRW Securities, LLC | 235,158 | $40.3M | 2.30% | +175,624+295.0% | Added |
| Terry L. Blaker | 234,901 | $40.3M | 3.03% | +11,371+5.1% | Added |
| Camden Capital, LLC | 234,443 | $40.2M | 3.56% | −897−0.4% | Reduced |
| Quest Investment Management LLC | 234,229 | $40.2M | 4.48% | −9,697−4.0% | Reduced |
| Vancity Investment Management Ltd | 234,190 | $40.2M | 4.79% | +37,586+19.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 234,022 | $40.1M | 4.31% | −3,416−1.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 233,483 | $40.0M | 0.09% | +10,224+4.6% | Added |
| Quadrant Capital Group LLC | 233,377 | $40.0M | 3.16% | −13,340−5.4% | Reduced |
| E Fund Management Co., Ltd. | 233,255 | $40.0M | 2.48% | +53,521+29.8% | Added |
| Harbour Trust & Investment Management Co | 232,940 | $39.9M | 5.01% | −7,992−3.3% | Reduced |
| Knights of Columbus Asset Advisors LLC | 232,913 | $39.9M | 2.89% | −51,650−18.2% | Reduced |
| Vision Capital Management, Inc. | 230,360 | $39.5M | 5.89% | −4,563−1.9% | Reduced |
| Flagship Harbor Advisors, LLC | 230,127 | $39.5M | 2.54% | −7,548−3.2% | Reduced |
| Cowen and Company, LLC | 229,968 | $39.4M | 1.54% | +196,456+586.2% | Added |
| Silicon Valley Capital Partners | 229,441 | $39.3M | 5.87% | +51,428+28.9% | Added |
| Simon Quick Advisors, LLC | 229,210 | $39.3M | 2.95% | +10,570+4.8% | Added |
| Heritage Trust Co | 228,717 | $39.2M | 5.25% | −812−0.4% | Reduced |
| Elite Wealth Management, Inc. | 228,564 | $39.2M | 9.54% | +15,389+7.2% | Added |
| Oakworth Capital, Inc. | 227,647 | $39.0M | 2.94% | +3,455+1.5% | Added |
| Chicago Partners Investment Group LLC | 233,759 | $39.0M | 1.66% | +4,493+2.0% | Added |
| BTC Capital Management, Inc. | 227,336 | $39.0M | 3.56% | +227,336 | New |
| Telos Capital Management, Inc. | 227,333 | $39.0M | 4.40% | −970−0.4% | Reduced |
| Abbrea Capital, LLC | 226,819 | $38.9M | 5.12% | −1,313−0.6% | Reduced |