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 |
|---|---|---|---|---|---|
| Chemistry Wealth Management LLC | 151,183 | $25.9M | 6.99% | −1,801−1.2% | Reduced |
| Trajan Wealth LLC | 150,955 | $25.9M | 1.75% | +150,955 | New |
| Anderson Hoagland & Co | 154,246 | $25.9M | 2.90% | −1,346−0.9% | Reduced |
| Ostrum Asset Management | 150,899 | $25.9M | 2.05% | −15,636−9.4% | Reduced |
| Smithbridge Asset Management Inc | 150,620 | $25.8M | 5.33% | −7,080−4.5% | Reduced |
| Te Ahumairangi Investment Management Ltd | 150,505 | $25.8M | 4.48% | +20,430+15.7% | Added |
| BetterWealth, LLC | 150,388 | $25.8M | 8.40% | −2,980−1.9% | Reduced |
| Signet Financial Management, LLC | 150,365 | $25.8M | 3.54% | −10.0% | Reduced |
| Capital Asset Advisory Services LLC | 152,034 | $25.8M | 1.48% | +8,246+5.7% | Added |
| Mechanics Bank Trust Department | 150,245 | $25.8M | 3.78% | −567−0.4% | Reduced |
| Moody National Bank Trust Division | 150,242 | $25.8M | 2.03% | +892+0.6% | Added |
| OMC Financial Services LTD | 150,178 | $25.8M | 13.08% | +150,178 | New |
| Sander Capital Advisors Inc | 150,043 | $25.7M | 12.56% | −14,473−8.8% | Reduced |
| Country Club Bank | 149,912 | $25.7M | 1.81% | −1,833−1.2% | Reduced |
| SNS Financial Group, LLC | 149,898 | $25.7M | 2.82% | −1,407−0.9% | Reduced |
| Concord Investment Counsel Inc. | 149,879 | $25.7M | 9.28% | +149,879 | New |
| Hemington Wealth Management | 149,874 | $25.7M | 9.31% | +2,175+1.5% | Added |
| Coastal Investment Advisors, Inc. | 149,814 | $25.7M | 5.30% | −6,610−4.2% | Reduced |
| Confluence Wealth Services, Inc. | 149,752 | $25.7M | 2.29% | +5,975+4.2% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 149,527 | $25.6M | 9.55% | −2,866−1.9% | Reduced |
| Diamant Asset Management, Inc. | 149,524 | $25.6M | 17.80% | −1,140−0.8% | Reduced |
| Bennett Selby Investments LP | 149,513 | $25.6M | 11.96% | +901+0.6% | Added |
| Knollwood Investment Advisory, LLC | 148,955 | $25.5M | 4.62% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 148,764 | $25.5M | 13.85% | −7,889−5.0% | Reduced |
| Valley National Advisers Inc | 148,618 | $25.5M | 3.85% | −24,408−14.1% | Reduced |
| CX Institutional | 148,550 | $25.5M | 1.23% | +38,562+35.1% | Added |
| David Loasby | 150,090 | $25.5M | 2.59% | −1,537−1.0% | Reduced |
| Harbor Advisors LLC | 148,400 | $25.4M | 4.67% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 148,198 | $25.4M | 2.30% | +1,363+0.9% | Added |
| Manitou Investment Management Ltd. | 148,189 | $25.4M | 5.09% | +191+0.1% | Added |
| Greatmark Investment Partners, Inc. | 147,723 | $25.3M | 3.60% | +283+0.2% | Added |
| Hilltop Holdings Inc. | 147,544 | $25.3M | 2.81% | −11,054−7.0% | Reduced |
| Howe & Rusling Inc | 147,539 | $25.3M | 2.42% | +2,193+1.5% | Added |
| Zevin Asset Management LLC | 147,468 | $25.3M | 4.21% | +2,345+1.6% | Added |
| Fiduciary Alliance LLC | 148,250 | $25.2M | 4.45% | −5,104−3.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 146,440 | $25.1M | 6.04% | −3,294−2.2% | Reduced |
| Rowland & Co Investment Counsel | 146,117 | $25.1M | 5.29% | +425+0.3% | Added |
| Gryphon Financial Partners LLC | 145,972 | $25.0M | 4.16% | −1,486−1.0% | Reduced |
| Somerville Kurt F | 145,963 | $25.0M | 4.28% | +630.0% | Added |
| Ardent Capital Management, Inc. | 145,864 | $25.0M | 12.56% | +600.0% | Added |
| Koshinski Asset Management, Inc. | 145,513 | $25.0M | 2.56% | +11,449+8.5% | Added |
| McKinley Carter Wealth Services, Inc. | 145,632 | $25.0M | 1.67% | +3,439+2.4% | Added |
| Farmers & Merchants Trust Co of Long Beach | 145,039 | $24.9M | 6.14% | −4,055−2.7% | Reduced |
| IFG Advisory, LLC | 145,031 | $24.9M | 1.85% | −6,146−4.1% | Reduced |
| Clarius Group, LLC | 144,941 | $24.9M | 1.72% | −492−0.3% | Reduced |
| Sowa Financial Group, Inc. | 129,069 | $24.9M | 20.28% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 144,872 | $24.8M | 3.69% | −8,400−5.5% | Reduced |
| Sand Hill Global Advisors, LLC | 144,572 | $24.8M | 1.18% | −8,841−5.8% | Reduced |
| Foster Group, Inc. | 144,556 | $24.8M | 1.23% | −810−0.6% | Reduced |
| American Money Management, LLC | 144,085 | $24.7M | 5.15% | −1,170−0.8% | Reduced |
| First Trust Investment Solutions L.P. | 144,077 | $24.7M | 4.36% | +21,367+17.4% | Added |
| Hilton Capital Management, LLC | 143,840 | $24.7M | 2.21% | −2,873−2.0% | Reduced |
| James Investment Research Inc | 143,557 | $24.6M | 2.93% | −8,650−5.7% | Reduced |
| Dundas Partners LLP | 143,464 | $24.6M | 1.94% | 00.0% | Unchanged |
| Covington Investment Advisors Inc. | 143,446 | $24.6M | 4.01% | +210+0.1% | Added |
| Hayek Kallen Investment Management | 143,338 | $24.6M | 9.42% | −658−0.5% | Reduced |
| Sterling Investment Advisors, Ltd. | 143,289 | $24.6M | 6.91% | −2,420−1.7% | Reduced |
| Front Row Advisors LLC | 143,238 | $24.6M | 9.11% | −579−0.4% | Reduced |
| Martin Capital Advisors, LLP | 142,502 | $24.4M | 19.17% | −1,030−0.7% | Reduced |
| MidWestOne Financial Group, Inc. | 141,912 | $24.3M | 4.37% | −2,912−2.0% | Reduced |
| Howard Financial Services, Ltd. | 141,718 | $24.3M | 4.19% | +38,170+36.9% | Added |
| Hills Bank & Trust Co | 141,382 | $24.2M | 2.06% | −4,760−3.3% | Reduced |
| Cooper Financial Group | 140,992 | $24.2M | 3.97% | −5,790−3.9% | Reduced |
| Kidder Stephen W | 140,962 | $24.2M | 7.71% | −4,770−3.3% | Reduced |
| Inscription Capital, LLC | 140,950 | $24.2M | 3.98% | +20,721+17.2% | Added |
| Gamco Investors, Inc. Et Al | 140,851 | $24.2M | 0.24% | −17,174−10.9% | Reduced |
| Regal Investment Advisors LLC | 140,633 | $24.1M | 1.65% | −4,312−3.0% | Reduced |
| Whalerock Point Partners, LLC | 140,326 | $24.1M | 6.56% | −4,982−3.4% | Reduced |
| Bridgewater Advisors Inc. | 140,304 | $24.1M | 3.60% | +76+0.1% | Added |
| Leonteq Securities AG | 140,124 | $24.0M | 3.24% | −25,181−15.2% | Reduced |
| Laurel Wealth Advisors LLC | 139,976 | $24.0M | 4.12% | +2,358+1.7% | Added |
| Fortitude Family Office, LLC | 139,964 | $24.0M | 16.14% | −6,191−4.2% | Reduced |
| Intrust Bank NA | 139,730 | $24.0M | 2.57% | −6,450−4.4% | Reduced |
| Wellington Shields Capital Management, LLC | 139,593 | $23.9M | 4.51% | −3,355−2.3% | Reduced |
| Syon Capital LLC | 139,335 | $23.9M | 2.26% | +4,358+3.2% | Added |
| Callan Capital, LLC | 139,307 | $23.9M | 2.10% | +1,577+1.1% | Added |
| Matrix Asset Advisors Inc | 139,292 | $23.9M | 2.86% | +432+0.3% | Added |
| Embree Financial Group | 139,225 | $23.9M | 4.68% | −5,094−3.5% | Reduced |
| Galvin, Gaustad & Stein, LLC | 139,125 | $23.9M | 2.20% | +21,425+18.2% | Added |
| Resolute Wealth Strategies, LLC | 139,079 | $23.8M | 14.45% | −1,400−1.0% | Reduced |
| Fairview Capital Investment Management, LLC | 138,900 | $23.8M | 1.34% | +1,977+1.4% | Added |
| Segall Bryant & Hamill, LLC | 138,865 | $23.8M | 0.45% | −2,977−2.1% | Reduced |
| Clarity Financial LLC | 138,700 | $23.8M | 3.69% | +18,626+15.5% | Added |
| Lodestar Private Asset Management LLC | 138,423 | $23.7M | 3.39% | −4,914−3.4% | Reduced |
| JCIC Asset Management Inc. | 138,472 | $23.7M | 9.78% | +310+0.2% | Added |
| Canandaigua National Bank & Trust Co | 138,265 | $23.7M | 3.49% | −2,622−1.9% | Reduced |
| Princeton Capital Management LLC | 138,034 | $23.7M | 8.54% | −5,292−3.7% | Reduced |
| NTV Asset Management LLC | 137,912 | $23.6M | 3.60% | −1,370−1.0% | Reduced |
| Monetary Management Group Inc | 137,898 | $23.6M | 6.59% | −1,605−1.2% | Reduced |
| Advisor OS, LLC | 137,664 | $23.6M | 2.71% | −14,536−9.6% | Reduced |
| Gilliland Jeter Wealth Management LLC | 137,534 | $23.6M | 8.21% | −1,342−1.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 137,473 | $23.6M | 3.82% | −410−0.3% | Reduced |
| Arjuna Capital | 137,393 | $23.6M | 6.68% | +3,321+2.5% | Added |
| Occidental Asset Management, LLC | 136,901 | $23.5M | 4.39% | +15,089+12.4% | Added |
| CapWealth Advisors, LLC | 136,309 | $23.4M | 2.62% | −40,442−22.9% | Reduced |
| Hamilton Capital Partners Inc. | 136,111 | $23.3M | 2.82% | +62,704+85.4% | Added |
| Bourne Lent Asset Management Inc | 136,067 | $23.3M | 9.41% | +420+0.3% | Added |
| Benin Management CORP | 135,944 | $23.3M | 7.37% | +1,033+0.8% | Added |
| CIC Wealth, LLC | 135,875 | $23.3M | 6.78% | −5,842−4.1% | Reduced |
| PKO Investment Management Joint-Stock Co | 135,000 | $23.3M | 2.77% | +12,000+9.8% | Added |