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 |
|---|---|---|---|---|---|
| Good Life Advisors, LLC | 170,252 | $29.2M | 2.59% | −1,857−1.1% | Reduced |
| Sittner & Nelson, LLC | 170,084 | $29.2M | 14.69% | −1,209−0.7% | Reduced |
| M&R Capital Management Inc | 169,877 | $29.1M | 7.14% | −15,300−8.3% | Reduced |
| Waycross Partners, LLC | 169,786 | $29.1M | 5.01% | +8,728+5.4% | Added |
| RFG Advisory, LLC | 169,610 | $29.1M | 0.99% | −1,827−1.1% | Reduced |
| Trust Asset Management LLC | 169,512 | $29.1M | 2.55% | −143−0.1% | Reduced |
| Kennedy Capital Management, Inc. | 169,121 | $29.0M | 0.60% | +129,890+331.1% | Added |
| Parkside Financial Bank & Trust | 169,074 | $29.0M | 4.67% | +4,951+3.0% | Added |
| Trust Co of Virginia | 168,603 | $28.9M | 2.77% | −3,499−2.0% | Reduced |
| Penn Davis McFarland Inc | 168,469 | $28.9M | 4.48% | −28,487−14.5% | Reduced |
| 1st Source Bank | 168,247 | $28.9M | 1.68% | −9,145−5.2% | Reduced |
| Perennial Investment Advisors, LLC | 168,230 | $28.8M | 4.39% | −4,135−2.4% | Reduced |
| Cozad Asset Management Inc | 168,081 | $28.8M | 3.00% | +1,426+0.9% | Added |
| Buckley Wealth Management, LLC | 167,778 | $28.8M | 9.23% | −858−0.5% | Reduced |
| Connors Investor Services Inc | 167,743 | $28.8M | 3.03% | −11,081−6.2% | Reduced |
| Cumberland Partners Ltd | 167,563 | $28.7M | 2.09% | +11,815+7.6% | Added |
| Westmount Partners, LLC | 167,362 | $28.7M | 10.32% | −747−0.4% | Reduced |
| German American Bancorp, Inc. | 167,231 | $28.7M | 3.45% | −24,809−12.9% | Reduced |
| Waters Parkerson & Co., LLC | 167,070 | $28.6M | 1.47% | −959−0.6% | Reduced |
| One River Asset Management, LLC | 166,495 | $28.6M | 8.97% | +166,311+90,386.4% | Added |
| Smith, Moore & Co. | 166,413 | $28.5M | 3.04% | −801−0.5% | Reduced |
| Godsey & Gibb Associates | 166,211 | $28.5M | 3.00% | −85−0.1% | Reduced |
| SageView Advisory Group, LLC | 166,193 | $28.5M | 1.65% | −21,072−11.3% | Reduced |
| Hunter Associates Investment Management LLC | 166,118 | $28.5M | 4.79% | +2,898+1.8% | Added |
| Wintrust Investments LLC | 165,811 | $28.4M | 2.51% | −19,205−10.4% | Reduced |
| Callahan Advisors, LLC | 165,617 | $28.4M | 2.98% | −11,669−6.6% | Reduced |
| Winning Points Advisors, LLC | 147,299 | $28.4M | 43.70% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 165,354 | $28.4M | 1.91% | −1,645−1.0% | Reduced |
| Progressive Investment Management Corp | 165,346 | $28.4M | 7.78% | −31,052−15.8% | Reduced |
| Baader Bank INC | 165,057 | $28.3M | 2.31% | +52,871+47.1% | Added |
| Peachtree Investment Partners, LLC | 164,869 | $28.3M | 11.43% | −14,256−8.0% | Reduced |
| Nadler Financial Group, Inc. | 164,480 | $28.2M | 3.48% | −1,884−1.1% | Reduced |
| Kelly Lawrence W & Associates Inc | 164,459 | $28.2M | 6.42% | −14,948−8.3% | Reduced |
| HughesLittle Investment Management Ltd. | 164,006 | $28.1M | 6.17% | −22,595−12.1% | Reduced |
| M Holdings Securities, Inc. | 163,944 | $28.1M | 4.73% | −31,438−16.1% | Reduced |
| Mill Creek Capital Advisors, LLC | 163,561 | $28.0M | 0.76% | −26,601−14.0% | Reduced |
| Grove Bank & Trust | 163,514 | $28.0M | 4.72% | −9,153−5.3% | Reduced |
| De Burlo Group Inc | 163,123 | $28.0M | 3.71% | −11,213−6.4% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 163,032 | $28.0M | 3.24% | −4,813−2.9% | Reduced |
| Mitchell Capital Management Co | 162,905 | $27.9M | 5.36% | −8,350−4.9% | Reduced |
| Cabot Wealth Management Inc | 162,813 | $27.9M | 3.65% | +208+0.1% | Added |
| Staley Capital Advisers Inc | 162,799 | $27.9M | 1.30% | −220.0% | Reduced |
| Westwood Wealth Management | 162,748 | $27.9M | 13.69% | +11,108+7.3% | Added |
| Draper Asset Management, LLC | 164,566 | $27.8M | 24.38% | −7,322−4.3% | Reduced |
| Linscomb & Williams, Inc. | 162,087 | $27.8M | 1.43% | −1,439−0.9% | Reduced |
| Pitcairn Co | 161,922 | $27.8M | 1.80% | −1,706−1.0% | Reduced |
| Northstar Group, Inc. | 161,885 | $27.8M | 5.45% | −3,428−2.1% | Reduced |
| Condor Capital Management | 161,881 | $27.8M | 2.72% | −4,363−2.6% | Reduced |
| Knuff & Co LLC | 161,650 | $27.7M | 9.32% | −1,144−0.7% | Reduced |
| LM Advisors LLC | 161,507 | $27.7M | 4.40% | +54,636+51.1% | Added |
| West Coast Financial LLC | 161,315 | $27.7M | 3.36% | −675−0.4% | Reduced |
| Conway Capital Management, Inc. | 161,172 | $27.6M | 15.46% | −4,725−2.8% | Reduced |
| Kavar Capital Partners Group, LLC | 161,104 | $27.6M | 5.10% | −147,316−47.8% | Reduced |
| Principal Securities, Inc. | 160,784 | $27.6M | 0.86% | +12,750+8.6% | Added |
| Cape Cod Five Cents Savings Bank | 160,264 | $27.5M | 2.65% | −2,395−1.5% | Reduced |
| Private Trust Co NA | 159,599 | $27.4M | 2.96% | −2,481−1.5% | Reduced |
| Wittenberg Investment Management, Inc. | 159,585 | $27.4M | 9.33% | 00.0% | Unchanged |
| Group One Trading, L.P. | 159,536 | $27.4M | 0.97% | −56,836−26.3% | Reduced |
| Schmidt P J Investment Management Inc | 159,171 | $27.3M | 5.15% | +1,955+1.2% | Added |
| Kiley Juergens Wealth Management, LLC | 159,092 | $27.3M | 8.44% | −2,933−1.8% | Reduced |
| Goelzer Investment Management, Inc. | 158,699 | $27.2M | 1.54% | +5,573+3.6% | Added |
| Sompo Asset Management Co., Ltd. | 158,664 | $27.2M | 4.45% | +7,565+5.0% | Added |
| Arvest Trust Co N A | 158,222 | $27.1M | 1.54% | +11,936+8.2% | Added |
| Core Alternative Capital | 157,924 | $27.1M | 4.85% | −3,341−2.1% | Reduced |
| Caxton Associates LP | 157,833 | $27.1M | 1.84% | +77,819+97.3% | Added |
| Clarkston Capital Partners, LLC | 157,794 | $27.1M | 0.48% | −577−0.4% | Reduced |
| First National Bank & Trust Co of Newtown | 157,263 | $27.0M | 5.47% | −1,473−0.9% | Reduced |
| South Street Advisors LLC | 157,217 | $27.0M | 4.30% | +789+0.5% | Added |
| Capital Investment Advisory Services, LLC | 157,141 | $26.9M | 2.89% | +97+0.1% | Added |
| Centaurus Financial, Inc. | 157,132 | $26.9M | 1.89% | +13,419+9.3% | Added |
| Winthrop Advisory Group LLC | 156,179 | $26.8M | 3.87% | −2,047−1.3% | Reduced |
| TrinityPoint Wealth, LLC | 156,039 | $26.8M | 4.43% | −15,459−9.0% | Reduced |
| Summit Financial, LLC | 155,984 | $26.7M | 1.58% | −12,848−7.6% | Reduced |
| Oak Asset Management, LLC | 155,643 | $26.7M | 9.98% | +1,525+1.0% | Added |
| Bordeaux Wealth Advisors LLC | 154,869 | $26.6M | 8.78% | −78,496−33.6% | Reduced |
| Marietta Investment Partners LLC | 154,733 | $26.5M | 5.80% | −9,228−5.6% | Reduced |
| Cigna Investments Inc | 154,632 | $26.5M | 5.03% | −4,533−2.8% | Reduced |
| Hutchinson Capital Management | 154,585 | $26.5M | 5.37% | +270+0.2% | Added |
| GLOBALT Investments LLC | 154,572 | $26.5M | 1.06% | −44,910−22.5% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 154,523 | $26.5M | 7.52% | −5,532−3.5% | Reduced |
| SevenBridge Financial Group, LLC | 144,419 | $26.5M | 6.00% | −2,590−1.8% | Reduced |
| Change Path, LLC | 154,434 | $26.5M | 1.06% | +57,090+58.6% | Added |
| TRUE Private Wealth Advisors | 154,177 | $26.4M | 3.03% | −9,325−5.7% | Reduced |
| West Branch Capital LLC | 154,084 | $26.4M | 10.66% | +12,213+8.6% | Added |
| Strategic Blueprint, LLC | 153,928 | $26.4M | 1.87% | −390.0% | Reduced |
| Jag Capital Management, LLC | 153,817 | $26.4M | 3.74% | −56,047−26.7% | Reduced |
| UG Investment Advisers Ltd. | 152,995 | $26.2M | 8.69% | +152,995 | New |
| Missouri Trust & Investment Co | 152,824 | $26.2M | 10.11% | −8,230−5.1% | Reduced |
| Rehmann Capital Advisory Group | 152,677 | $26.2M | 1.95% | −743−0.5% | Reduced |
| Sargent Investment Group, LLC | 152,624 | $26.2M | 5.74% | −21,771−12.5% | Reduced |
| First Financial Bank - Trust Division | 152,455 | $26.1M | 2.51% | −18,145−10.6% | Reduced |
| Segment Wealth Management, LLC | 152,388 | $26.1M | 1.99% | +7,337+5.1% | Added |
| Terril Brothers, Inc. | 152,010 | $26.1M | 8.97% | −180.0% | Reduced |
| TrimTabs Asset Management, LLC | 151,994 | $26.1M | 6.52% | +12,071+8.6% | Added |
| Leo Wealth, LLC | 152,562 | $26.0M | 2.67% | +3,381+2.3% | Added |
| United Asset Strategies, Inc. | 151,370 | $26.0M | 2.59% | −4,666−3.0% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 151,359 | $26.0M | 3.07% | +64,961+75.2% | Added |
| Quadrant Private Wealth Management, LLC | 151,362 | $26.0M | 6.57% | +2,242+1.5% | Added |
| Greenwood Capital Associates LLC | 151,289 | $25.9M | 3.45% | −6,467−4.1% | Reduced |
| Guinness Asset Management LTD | 151,226 | $25.9M | 0.54% | +12,774+9.2% | Added |