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 |
|---|---|---|---|---|---|
| Cypress Funds LLC | 196,332 | $33.7M | 3.61% | −52,000−20.9% | Reduced |
| Douglas Lane & Associates, LLC | 196,071 | $33.6M | 0.48% | −7,091−3.5% | Reduced |
| Sumitomo Life Insurance Co | 195,187 | $33.6M | 0.87% | −40,217−17.1% | Reduced |
| Edge Wealth Management LLC | 195,883 | $33.6M | 7.06% | −567−0.3% | Reduced |
| BancorpSouth Bank | 195,726 | $33.6M | 2.44% | +1,558+0.8% | Added |
| Capital International Sarl | 195,471 | $33.5M | 1.11% | +36,019+22.6% | Added |
| Ycg, LLC | 196,487 | $33.5M | 2.66% | +24,926+14.5% | Added |
| Annex Advisory Services, LLC | 194,808 | $33.4M | 1.19% | −8,531−4.2% | Reduced |
| Cascade Financial Partners, LLC | 189,141 | $33.4M | 4.81% | +189,141 | New |
| Coastline Trust Co | 194,472 | $33.3M | 4.03% | +11,921+6.5% | Added |
| Spear Holdings RSC Ltd | 193,900 | $33.2M | 5.78% | +193,900 | New |
| SP Asset Management LLC | 193,732 | $33.2M | 3.09% | +1,125+0.6% | Added |
| Texas Yale Capital Corp. | 193,679 | $33.2M | 1.47% | +470.0% | Added |
| Rice Partnership, LLC | 193,260 | $33.1M | 7.81% | −6,621−3.3% | Reduced |
| Apexium Financial, LP | 192,951 | $33.1M | 2.51% | −154,040−44.4% | Reduced |
| Shufro Rose & Co LLC | 192,928 | $33.1M | 2.74% | +1,738+0.9% | Added |
| Avitas Wealth Management LLC | 192,683 | $33.0M | 5.02% | −3,190−1.6% | Reduced |
| American National Bank | 192,245 | $33.0M | 4.36% | +23,827+14.1% | Added |
| Wedmont Private Capital | 194,179 | $32.9M | 2.41% | +1,179+0.6% | Added |
| Invictus Private Wealth, LLC | 192,112 | $32.9M | 2.92% | −3,337−1.7% | Reduced |
| Northstar Asset Management LLC | 190,447 | $32.7M | 8.05% | −3,600−1.9% | Reduced |
| Valmark Advisers, Inc. | 190,376 | $32.6M | 0.57% | +12,323+6.9% | Added |
| Stewart & Patten Co LLC | 189,580 | $32.5M | 4.86% | −2,766−1.4% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 189,369 | $32.5M | 1.17% | −7,093−3.6% | Reduced |
| Washington Trust Bank | 189,025 | $32.4M | 3.09% | −1,206−0.6% | Reduced |
| EverSource Wealth Advisors, LLC | 189,604 | $32.3M | 2.54% | +21,078+12.5% | Added |
| Avidian Wealth Solutions, LLC | 188,257 | $32.3M | 1.73% | +4,904+2.7% | Added |
| NBC Securities, Inc. | 187,912 | $32.2M | 3.02% | −2,188−1.2% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 187,750 | $32.2M | 6.17% | −4,869−2.5% | Reduced |
| Cassaday & Co Wealth Management LLC | 187,700 | $32.2M | 1.05% | −6,579−3.4% | Reduced |
| Saybrook Capital | 187,545 | $32.2M | 8.49% | −2,330−1.2% | Reduced |
| L.M. Kohn & Company | 187,406 | $32.1M | 9.03% | +520.0% | Added |
| Nations Financial Group Inc, | 186,986 | $32.1M | 2.70% | −6,779−3.5% | Reduced |
| NZS Capital, LLC | 186,600 | $32.0M | 1.33% | −46,778−20.0% | Reduced |
| United Bank | 186,501 | $32.0M | 3.82% | −24,308−11.5% | Reduced |
| Arthur M. Cohen & Associates, LLC | 186,783 | $32.0M | 6.75% | −3,897−2.0% | Reduced |
| WestEnd Advisors, LLC | 186,359 | $32.0M | 0.83% | −3,127−1.7% | Reduced |
| Buckingham Capital Management, Inc. | 186,336 | $32.0M | 3.92% | +6,454+3.6% | Added |
| Trybe Capital Management LP | 186,042 | $31.9M | 11.64% | +107,392+136.5% | Added |
| Nilsine Partners, LLC | 185,874 | $31.9M | 4.35% | +17,037+10.1% | Added |
| Boston Common Asset Management, LLC | 185,818 | $31.9M | 0.76% | −7,184−3.7% | Reduced |
| Sandbox Financial Partners, LLC | 185,630 | $31.8M | 13.37% | −8,721−4.5% | Reduced |
| Aire Advisors, LLC | 185,437 | $31.8M | 7.17% | +74,413+67.0% | Added |
| BKD Wealth Advisors, LLC | 185,058 | $31.7M | 0.81% | +2,044+1.1% | Added |
| DDD Partners, LLC | 184,878 | $31.7M | 3.87% | +280+0.2% | Added |
| SignalPoint Asset Management, LLC | 183,197 | $31.4M | 8.64% | +548+0.3% | Added |
| Novo Holdings A/S | 182,960 | $31.4M | 2.16% | −38,500−17.4% | Reduced |
| Qtron Investments LLC | 182,800 | $31.3M | 4.44% | +11,983+7.0% | Added |
| ARS Wealth Advisors Group, LLC | 182,753 | $31.3M | 4.23% | +582+0.3% | Added |
| J.P. Marvel Investment Advisors, LLC | 182,319 | $31.3M | 5.41% | −26,471−12.7% | Reduced |
| MayTech Global Investments, LLC | 182,115 | $31.2M | 5.11% | +15,853+9.5% | Added |
| Woodstock Corp | 180,810 | $31.0M | 3.21% | −2,084−1.1% | Reduced |
| Parcion Private Wealth LLC | 180,795 | $31.0M | 2.73% | −20,589−10.2% | Reduced |
| Novare Capital Management LLC | 179,969 | $30.9M | 2.79% | +6,758+3.9% | Added |
| WP Advisors, LLC | 179,825 | $30.8M | 10.12% | −2,264−1.2% | Reduced |
| Woodmont Investment Counsel LLC | 179,821 | $30.8M | 2.60% | +3,903+2.2% | Added |
| Checchi Capital Advisers, LLC | 179,705 | $30.8M | 2.41% | −1,079−0.6% | Reduced |
| Bank of Hawaii | 179,307 | $30.7M | 1.50% | +4,406+2.5% | Added |
| Rothschild Capital Partners, LLC | 179,252 | $30.7M | 8.93% | −1,151−0.6% | Reduced |
| McKinley Capital Management LLC /Delaware | 179,215 | $30.7M | 3.69% | −25,803−12.6% | Reduced |
| Legacy Private Trust Co. | 179,212 | $30.7M | 2.25% | −967−0.5% | Reduced |
| Sage Capital Advisors,llc | 179,146 | $30.7M | 8.91% | −20.0% | Reduced |
| Soltis Investment Advisors LLC | 179,068 | $30.7M | 3.44% | −8,358−4.5% | Reduced |
| GHP Investment Advisors, Inc. | 179,059 | $30.7M | 1.52% | −4,695−2.6% | Reduced |
| JLB & Associates Inc | 178,914 | $30.7M | 4.08% | −4,138−2.3% | Reduced |
| Barr E S & Co | 178,540 | $30.6M | 2.00% | −5,607−3.0% | Reduced |
| Lyell Wealth Management, LP | 178,192 | $30.6M | 3.11% | +135+0.1% | Added |
| Americana Partners, LLC | 178,062 | $30.5M | 2.55% | +1,457+0.8% | Added |
| PFG Advisors | 177,920 | $30.5M | 2.23% | −3,255−1.8% | Reduced |
| FourThought Financial Partners, LLC | 177,904 | $30.5M | 3.50% | +1,253+0.7% | Added |
| TruWealth Advisors, LLC | 177,414 | $30.4M | 2.12% | +4,676+2.7% | Added |
| Junto Capital Management LP | 176,898 | $30.3M | 0.67% | +176,898 | New |
| World Equity Group, Inc. | 176,832 | $30.3M | 6.23% | −64,250−26.7% | Reduced |
| Capital Analysts, LLC | 176,719 | $30.3M | 1.41% | +275+0.2% | Added |
| Suvretta Capital Management, LLC | 176,680 | $30.3M | 1.28% | +176,680 | New |
| Venturi Wealth Management, LLC | 176,466 | $30.3M | 1.94% | +3,275+1.9% | Added |
| River Wealth Advisors LLC | 176,429 | $30.3M | 4.40% | +1,060+0.6% | Added |
| Westchester Capital Management, Inc. | 175,926 | $30.2M | 7.57% | +720+0.4% | Added |
| Campbell Capital Management Inc | 175,870 | $30.2M | 13.29% | +1,435+0.8% | Added |
| Pure Financial Advisors, Inc. | 175,748 | $30.1M | 0.94% | +22,854+14.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 175,515 | $30.1M | 4.15% | +92,919+112.5% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 175,457 | $30.1M | 3.07% | −745−0.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 174,888 | $30.0M | 2.05% | −3,080−1.7% | Reduced |
| WCG Wealth Advisors LLC | 174,727 | $30.0M | 2.50% | −53,898−23.6% | Reduced |
| Engineers Gate Manager LP | 174,126 | $29.9M | 0.79% | +139,810+407.4% | Added |
| Azzad Asset Management Inc | 174,052 | $29.8M | 3.48% | +1,962+1.1% | Added |
| Nishkama Capital, LLC | 174,016 | $29.8M | 3.40% | +174,016 | New |
| Miller Wealth Advisors, LLC | 173,668 | $29.8M | 17.78% | −9,403−5.1% | Reduced |
| Geneos Wealth Management Inc. | 173,470 | $29.7M | 1.36% | −8,878−4.9% | Reduced |
| CoreCap Advisors, LLC | 173,360 | $29.7M | 1.57% | +8,893+5.4% | Added |
| Schnieders Capital Management LLC | 172,344 | $29.6M | 6.09% | −8,975−4.9% | Reduced |
| Shared Vision Wealth Group LLC | 172,220 | $29.5M | 18.44% | −738−0.4% | Reduced |
| Schwerin Boyle Capital Management Inc | 172,115 | $29.5M | 2.94% | −450−0.3% | Reduced |
| Pennsylvania Capital Management Inc | 171,903 | $29.5M | 12.14% | −22,241−11.5% | Reduced |
| Lakeview Capital Partners, LLC | 171,863 | $29.5M | 4.79% | +199+0.1% | Added |
| Zullo Investment Group, Inc. | 171,847 | $29.5M | 13.81% | +1,175+0.7% | Added |
| Solidarilty Wealth, LLC | 170,740 | $29.3M | 9.16% | +13,567+8.6% | Added |
| Berger Financial Group, Inc | 170,655 | $29.3M | 2.41% | −800.0% | Reduced |
| Journey Advisory Group, LLC | 170,453 | $29.2M | 3.60% | −250−0.1% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 170,369 | $29.2M | 7.30% | −6,766−3.8% | Reduced |