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 |
|---|---|---|---|---|---|
| Cullen Investment Group, Ltd. | 230,026 | $38.8M | 6.12% | −2,878−1.2% | Reduced |
| Vantage Investment Partners, LLC | 226,418 | $38.8M | 3.47% | +39,599+21.2% | Added |
| Procyon Private Wealth Partners, LLC | 225,497 | $38.7M | 2.99% | +1,842+0.8% | Added |
| Alps Advisors Inc | 225,441 | $38.7M | 0.27% | +560.0% | Added |
| SFMG, LLC | 225,415 | $38.7M | 3.32% | −7,375−3.2% | Reduced |
| Honeycomb Asset Management LP | 225,000 | $38.6M | 7.41% | +225,000 | New |
| Formidable Asset Management, LLC | 224,934 | $38.6M | 6.29% | +17,792+8.6% | Added |
| Cercano Management LLC | 224,728 | $38.5M | 1.08% | +69,536+44.8% | Added |
| Cornerstone Wealth Group, LLC | 224,376 | $38.5M | 3.55% | +73,987+49.2% | Added |
| Fiduciary Group LLC | 224,356 | $38.5M | 4.19% | +2,006+0.9% | Added |
| CORDA Investment Management, LLC. | 224,138 | $38.4M | 3.06% | −3,507−1.5% | Reduced |
| K.J. Harrison & Partners Inc | 223,309 | $38.3M | 5.92% | −1,708−0.8% | Reduced |
| Mather Group, LLC. | 197,342 | $38.0M | 0.60% | −42,939−17.9% | Reduced |
| TBH Global Asset Management, LLC | 221,292 | $37.9M | 7.58% | +13,704+6.6% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 221,143 | $37.9M | 3.16% | +1,360+0.6% | Added |
| Close Asset Management Ltd | 221,086 | $37.9M | 1.38% | +13,685+6.6% | Added |
| Dixon Mitchell Investment Counsel Inc. | 220,595 | $37.8M | 1.88% | −839−0.4% | Reduced |
| Spinnaker Trust | 220,039 | $37.7M | 2.44% | +7,537+3.5% | Added |
| Hendershot Investments Inc. | 219,598 | $37.7M | 5.39% | −3,355−1.5% | Reduced |
| One Wealth Advisors, LLC | 219,114 | $37.6M | 6.54% | +26,920+14.0% | Added |
| Kinneret Advisory, LLC | 218,950 | $37.5M | 3.75% | −683−0.3% | Reduced |
| Kovack Advisors, Inc. | 218,770 | $37.5M | 4.54% | +23,511+12.0% | Added |
| Verdence Capital Advisors LLC | 218,317 | $37.4M | 3.41% | −5,874−2.6% | Reduced |
| GYL Financial Synergies, LLC | 218,222 | $37.4M | 2.93% | +8,155+3.9% | Added |
| Strategic Advisors LLC | 218,217 | $37.4M | 7.38% | −23,353−9.7% | Reduced |
| Blue Investment Partners LLC | 216,944 | $37.2M | 19.36% | −1,463−0.7% | Reduced |
| Csenge Advisory Group | 216,873 | $37.2M | 2.08% | +27,806+14.7% | Added |
| Equitable Trust Co | 216,558 | $37.1M | 2.58% | +12,293+6.0% | Added |
| Community Bank & Trust, Waco, Texas | 216,553 | $37.1M | 9.11% | −1,378−0.6% | Reduced |
| Atomi Financial Group, Inc. | 215,902 | $37.0M | 3.42% | +25,292+13.3% | Added |
| Estabrook Capital Management | 214,393 | $36.8M | 5.68% | −7,281−3.3% | Reduced |
| Churchill Management Corp | 214,187 | $36.7M | 0.46% | +24,362+12.8% | Added |
| Blue Chip Partners, Inc. | 214,182 | $36.7M | 3.57% | −7,651−3.4% | Reduced |
| Cypress Capital Group | 213,966 | $36.7M | 4.40% | −3,913−1.8% | Reduced |
| Renaissance Group LLC | 213,959 | $36.7M | 1.39% | −3,411−1.6% | Reduced |
| Lake Street Financial LLC | 213,357 | $36.6M | 5.05% | −2,228−1.0% | Reduced |
| Hallmark Capital Management Inc | 213,019 | $36.5M | 2.75% | −8,302−3.8% | Reduced |
| Bristlecone Advisors, LLC | 212,886 | $36.5M | 3.21% | −3,891−1.8% | Reduced |
| Tompkins Financial Corp | 212,812 | $36.5M | 4.13% | −210.0% | Reduced |
| Gladstone Institutional Advisory LLC | 212,651 | $36.5M | 2.00% | −39,568−15.7% | Reduced |
| Physicians Financial Services, Inc. | 212,590 | $36.5M | 12.84% | −650.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 212,531 | $36.4M | 0.56% | −27,692−11.5% | Reduced |
| Trust Co of Toledo NA | 211,965 | $36.3M | 5.68% | +2,957+1.4% | Added |
| Ironwood Financial, llc | 211,735 | $36.3M | 8.35% | −5,923−2.7% | Reduced |
| MainStreet Investment Advisors LLC | 211,617 | $36.3M | 4.36% | −16,144−7.1% | Reduced |
| Petredis Investment Advisors LLC | 211,396 | $36.3M | 4.35% | +4,596+2.2% | Added |
| Secure Asset Management, LLC | 210,056 | $36.0M | 8.47% | −3,817−1.8% | Reduced |
| American Assets Investment Management, LLC | 210,000 | $36.0M | 3.43% | 00.0% | Unchanged |
| Rossmore Private Capital | 209,586 | $35.9M | 4.70% | −10,294−4.7% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 209,424 | $35.9M | 2.23% | +3,967+1.9% | Added |
| Lake Street Advisors Group, LLC | 209,343 | $35.9M | 1.68% | +1,566+0.8% | Added |
| Graypoint LLC | 209,327 | $35.9M | 2.59% | +7,860+3.9% | Added |
| JGP Wealth Management, LLC | 208,931 | $35.8M | 5.20% | −3,223−1.5% | Reduced |
| BBR Partners, LLC | 208,723 | $35.8M | 2.87% | +59,250+39.6% | Added |
| WMS Partners, LLC | 208,591 | $35.8M | 2.45% | −21,279−9.3% | Reduced |
| Oak Grove Capital LLC | 208,582 | $35.8M | 10.05% | −6,961−3.2% | Reduced |
| Rheos Capital Works Inc. | 208,200 | $35.7M | 1.71% | +107,000+105.7% | Added |
| Zega Financial, LLC | 207,968 | $35.7M | 15.42% | −40,688−16.4% | Reduced |
| Waldron Private Wealth LLC | 207,869 | $35.6M | 1.61% | −15,728−7.0% | Reduced |
| Resources Management Corp | 207,819 | $35.6M | 5.21% | −7,642−3.5% | Reduced |
| Culbertson A N & Co Inc | 207,727 | $35.6M | 6.15% | −3,671−1.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 207,788 | $35.6M | 1.65% | +40,942+24.5% | Added |
| Schonfeld Strategic Advisors LLC | 207,164 | $35.5M | 0.28% | +115,394+125.7% | Added |
| Farther Finance Advisors, LLC | 208,667 | $35.5M | 2.16% | +8,350+4.2% | Added |
| Greenwood Gearhart Inc | 206,843 | $35.5M | 3.46% | +1,685+0.8% | Added |
| Fagan Associates, Inc. | 206,822 | $35.5M | 6.64% | −2,343−1.1% | Reduced |
| Octavia Wealth Advisors, LLC | 206,804 | $35.5M | 5.24% | −1,914−0.9% | Reduced |
| Visionary Wealth Advisors | 206,163 | $35.4M | 2.39% | −517−0.3% | Reduced |
| CRA Financial Services, LLC | 206,107 | $35.3M | 7.68% | −554−0.3% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 205,916 | $35.3M | 4.39% | −4,424−2.1% | Reduced |
| Blue Fin Capital, Inc. | 205,692 | $35.3M | 7.86% | −1,674−0.8% | Reduced |
| Generate Investment Management Ltd | 205,662 | $35.3M | 2.77% | +47,818+30.3% | Added |
| Greenwich Wealth Management LLC | 205,299 | $35.2M | 2.80% | −339−0.2% | Reduced |
| Executive Wealth Management, LLC | 206,904 | $35.2M | 3.08% | −7,715−3.6% | Reduced |
| Pacific Global Investment Management CO | 205,076 | $35.2M | 6.72% | −4,549−2.2% | Reduced |
| Private Advisory Group LLC | 204,342 | $35.0M | 5.00% | +69,143+51.1% | Added |
| Madison Asset Management, LLC | 203,796 | $34.9M | 0.43% | −12,456−5.8% | Reduced |
| Fidelis Capital Partners, LLC | 203,538 | $34.9M | 5.30% | +28,361+16.2% | Added |
| GM Advisory Group, Inc. | 203,513 | $34.9M | 2.45% | −6,833−3.2% | Reduced |
| Nemes Rush Group LLC | 203,431 | $34.9M | 5.00% | +1,657+0.8% | Added |
| Harvest Portfolios Group Inc. | 203,347 | $34.9M | 1.36% | +21,657+11.9% | Added |
| First American Trust, FSB | 202,514 | $34.7M | 3.64% | +3,735+1.9% | Added |
| Keystone Financial Group | 202,102 | $34.7M | 5.05% | +8,982+4.7% | Added |
| Wealthcare Advisory Partners LLC | 201,982 | $34.6M | 1.14% | +57,456+39.8% | Added |
| Pallas Capital Advisors LLC | 201,516 | $34.6M | 1.44% | +11,036+5.8% | Added |
| Skylands Capital, LLC | 201,125 | $34.5M | 4.76% | −3,735−1.8% | Reduced |
| Applied Finance Capital Management, LLC | 201,122 | $34.5M | 2.42% | +31,489+18.6% | Added |
| Naples Global Advisors, LLC | 200,864 | $34.4M | 3.53% | −330−0.2% | Reduced |
| CSM Advisors, LLC | 200,795 | $34.4M | 2.26% | −16,450−7.6% | Reduced |
| Ascent Group, LLC | 200,504 | $34.4M | 3.03% | +7,920+4.1% | Added |
| Zhang Financial LLC | 198,743 | $34.1M | 2.52% | +14,272+7.7% | Added |
| Affinity Capital Advisors, LLC | 198,717 | $34.1M | 7.59% | −12,880−6.1% | Reduced |
| Berkley W R Corp | 198,600 | $34.1M | 2.13% | +99,400+100.2% | Added |
| Seizert Capital Partners, LLC | 198,562 | $34.0M | 1.57% | +1,511+0.8% | Added |
| Jackson Wealth Management, LLC | 197,961 | $33.9M | 4.24% | +4,798+2.5% | Added |
| Winslow Asset Management Inc | 197,586 | $33.9M | 6.38% | −570.0% | Reduced |
| Bridgeway Capital Management, LLC | 197,578 | $33.9M | 0.69% | +11,526+6.2% | Added |
| Avantax Planning Partners, Inc. | 197,471 | $33.9M | 1.10% | +26,437+15.5% | Added |
| Wedgewood Partners Inc | 178,374 | $33.8M | 6.77% | −2,110−1.2% | Reduced |
| Griffin Asset Management, Inc. | 197,080 | $33.8M | 4.03% | +4,980+2.6% | Added |