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 |
|---|---|---|---|---|---|
| Ironwood Investment Counsel, LLC | 135,521 | $23.2M | 4.09% | −197−0.1% | Reduced |
| NWF Advisory Services Inc. | 135,450 | $23.2M | 3.88% | −1,856−1.4% | Reduced |
| Semus Wealth Partners LLC | 135,364 | $23.2M | 19.55% | −514−0.4% | Reduced |
| Hudson Valley Investment Advisors Inc | 135,149 | $23.2M | 2.78% | +2,750+2.1% | Added |
| Augustine Asset Management Inc | 135,129 | $23.2M | 9.66% | −2,177−1.6% | Reduced |
| L & S Advisors Inc | 134,680 | $23.1M | 2.61% | +15,401+12.9% | Added |
| First National Advisers, LLC | 135,904 | $23.1M | 5.17% | +30,508+28.9% | Added |
| Hoertkorn Richard Charles | 134,594 | $23.1M | 9.91% | −1,574−1.2% | Reduced |
| XML Financial, LLC | 134,492 | $23.1M | 2.36% | −9,618−6.7% | Reduced |
| Oxford Financial Group Ltd | 134,403 | $23.0M | 1.60% | +696+0.5% | Added |
| Steele Capital Management, Inc. | 134,126 | $23.0M | 1.32% | +238+0.2% | Added |
| Northern Oak Wealth Management Inc | 133,847 | $23.0M | 2.73% | −10,683−7.4% | Reduced |
| Financial Advisory Service, Inc. | 133,710 | $22.9M | 2.03% | −8,830−6.2% | Reduced |
| City Holding Co | 133,559 | $22.9M | 3.44% | −901−0.7% | Reduced |
| Premier Path Wealth Partners, LLC | 133,480 | $22.9M | 4.31% | −2,969−2.2% | Reduced |
| Centre Asset Management, LLC | 133,117 | $22.8M | 5.45% | −13,140−9.0% | Reduced |
| Chickasaw Capital Management LLC | 132,922 | $22.8M | 1.09% | +3,055+2.4% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 132,892 | $22.8M | 1.45% | −23,287−14.9% | Reduced |
| Founders Financial Alliance, LLC | 132,730 | $22.8M | 6.83% | +1,366+1.0% | Added |
| Alley Investment Management Company, LLC | 132,712 | $22.8M | 3.13% | −3,930−2.9% | Reduced |
| Formuepleje A/S | 132,633 | $22.7M | 1.29% | −100,811−43.2% | Reduced |
| Abner Herrman & Brock LLC | 132,423 | $22.7M | 2.84% | −8,062−5.7% | Reduced |
| Bowie Capital Management, LLC | 132,324 | $22.7M | 1.86% | +39,822+43.0% | Added |
| Cypress Wealth Services, LLC | 131,976 | $22.6M | 5.27% | −755−0.6% | Reduced |
| IPG Investment Advisors LLC | 131,896 | $22.6M | 4.93% | −32,645−19.8% | Reduced |
| JB Capital LLC | 131,787 | $22.6M | 1.50% | +14,084+12.0% | Added |
| CFO4Life Group, LLC | 131,636 | $22.6M | 4.10% | −3,330−2.5% | Reduced |
| LSV Asset Management | 131,500 | $22.6M | 0.05% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 131,197 | $22.5M | 6.32% | +179+0.1% | Added |
| Pettyjohn, Wood & White, Inc | 131,070 | $22.5M | 4.47% | +924+0.7% | Added |
| Colonial Trust Co | 131,030 | $22.5M | 4.21% | −3,636−2.7% | Reduced |
| Addenda Capital Inc. | 130,868 | $22.4M | 0.85% | −8,419−6.0% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 127,987 | $22.4M | 4.30% | −49,724−28.0% | Reduced |
| LVW Advisors, LLC | 130,470 | $22.4M | 3.79% | −1,286−1.0% | Reduced |
| Spirepoint Private Client, LLC | 130,450 | $22.4M | 3.41% | +130,450 | New |
| True North Advisors, LLC | 130,201 | $22.3M | 6.16% | −5,188−3.8% | Reduced |
| Gluskin Sheff & Assoc Inc | 130,021 | $22.3M | 2.23% | −14,117−9.8% | Reduced |
| Perennial Advisors, LLC | 130,007 | $22.3M | 5.19% | −1,450−1.1% | Reduced |
| Nicollet Investment Management, Inc. | 129,885 | $22.3M | 8.22% | −2,895−2.2% | Reduced |
| CCM Investment Advisers LLC | 129,794 | $22.3M | 2.66% | −2,503−1.9% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 129,769 | $22.3M | 0.04% | −8,801−6.4% | Reduced |
| 1776 Wealth LLC | 129,747 | $22.2M | 10.84% | −60.0% | Reduced |
| Legacy Capital Group California, Inc. | 129,671 | $22.2M | 8.21% | −4,462−3.3% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 129,547 | $22.2M | 3.20% | +96,495+291.9% | Added |
| JFS Wealth Advisors, LLC | 129,475 | $22.2M | 1.76% | −3,686−2.8% | Reduced |
| Selway Asset Management | 129,449 | $22.2M | 8.87% | −750−0.6% | Reduced |
| TCI Wealth Advisors, Inc. | 129,356 | $22.2M | 2.19% | +3,054+2.4% | Added |
| Tyche Wealth Partners LLC | 129,327 | $22.2M | 5.43% | −7,732−5.6% | Reduced |
| Horiko Capital Management LLC | 129,319 | $22.2M | 6.78% | +6,425+5.2% | Added |
| Grand Jean Capital Management Inc | 129,286 | $22.2M | 5.85% | −721−0.6% | Reduced |
| Oak Harvest Investment Services | 129,156 | $22.1M | 3.68% | +13,210+11.4% | Added |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 129,035 | $22.1M | 1.92% | +70,172+119.2% | Added |
| Atwood & Palmer Inc | 128,916 | $22.1M | 1.68% | +929+0.7% | Added |
| Quent Capital, LLC | 128,908 | $22.1M | 2.58% | +4,790+3.9% | Added |
| Bensler, LLC | 128,860 | $22.1M | 3.20% | +3,037+2.4% | Added |
| Continuum Advisory, LLC | 119,641 | $22.1M | 3.31% | −11,408−8.7% | Reduced |
| Sigma Investment Counselors Inc | 128,646 | $22.1M | 1.42% | −2,291−1.7% | Reduced |
| Sanders Morris Harris LLC | 128,512 | $22.0M | 4.14% | +40,605+46.2% | Added |
| Ronald Blue Trust, Inc. | 128,418 | $22.0M | 0.31% | +1,106+0.9% | Added |
| Simmons Bank | 128,324 | $22.0M | 1.65% | +618+0.5% | Added |
| CBOE Vest Financial, LLC | 128,275 | $22.0M | 0.58% | +128,275 | New |
| New Hampshire Trust | 128,068 | $22.0M | 5.13% | −9,077−6.6% | Reduced |
| Liontrust Investment Partners LLP | 128,000 | $21.9M | 0.31% | +49,000+62.0% | Added |
| Legacy Advisors, LLC | 127,852 | $21.9M | 2.77% | −1,945−1.5% | Reduced |
| Cyndeo Wealth Partners, LLC | 127,774 | $21.9M | 1.82% | −233−0.2% | Reduced |
| Pioneer Trust Bank N A | 127,335 | $21.8M | 6.07% | −255−0.2% | Reduced |
| Peak Asset Management, LLC | 127,246 | $21.8M | 4.32% | +1,899+1.5% | Added |
| Hamilton Wealth, LLC | 127,166 | $21.8M | 6.81% | +4,379+3.6% | Added |
| Chicago Trust Co NA | 127,039 | $21.8M | 4.51% | −2,194−1.7% | Reduced |
| Facet Wealth, Inc. | 119,767 | $21.8M | 0.73% | −4,096−3.3% | Reduced |
| Brown Shipley& Co Ltd | 127,902 | $21.7M | 6.83% | +127,902 | New |
| Proequities, Inc. | 141,811 | $21.7M | 1.41% | +6,615+4.9% | Added |
| Parthenon LLC | 126,797 | $21.7M | 2.76% | −1,076−0.8% | Reduced |
| Tradition Wealth Management, LLC | 126,736 | $21.7M | 2.20% | +1,739+1.4% | Added |
| CMT Capital Markets Trading GmbH | 126,734 | $21.7M | 9.91% | +124,884+6,750.5% | Added |
| Rockline Wealth Management, LLC | 126,531 | $21.7M | 7.58% | +5,218+4.3% | Added |
| Winch Advisory Services, LLC | 126,507 | $21.7M | 6.63% | −1,557−1.2% | Reduced |
| Trust Point Inc. | 126,376 | $21.7M | 1.70% | +11,676+10.2% | Added |
| Clarity Wealth Advisors, LLC | 126,294 | $21.7M | 7.32% | +616+0.5% | Added |
| Main Street Financial Solutions, LLC | 126,004 | $21.6M | 2.31% | +2,159+1.7% | Added |
| Regatta Capital Group, LLC | 125,842 | $21.6M | 4.86% | −1,899−1.5% | Reduced |
| Spectrum Wealth Counsel, LLC | 125,606 | $21.5M | 2.64% | −4,494−3.5% | Reduced |
| Wallington Asset Management, LLC | 125,448 | $21.5M | 3.37% | −965−0.8% | Reduced |
| Trustmark National Bank Trust Department | 125,388 | $21.5M | 1.75% | −6,219−4.7% | Reduced |
| Wealth Architects, LLC | 125,134 | $21.5M | 2.83% | −2,709−2.1% | Reduced |
| StoneX Group Inc. | 125,032 | $21.4M | 1.92% | −2,207−1.7% | Reduced |
| Money Concepts Capital Corp | 125,012 | $21.4M | 1.98% | −249−0.2% | Reduced |
| Essex Savings Bank | 111,301 | $21.4M | 6.23% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 124,906 | $21.4M | 2.78% | +2,246+1.8% | Added |
| Cornerstone Advisory, LLC | 124,759 | $21.4M | 3.05% | −669−0.5% | Reduced |
| Conning Inc. | 124,432 | $21.3M | 0.70% | +2,499+2.0% | Added |
| Citizens National Bank Trust Department | 124,375 | $21.3M | 4.95% | −1,451−1.2% | Reduced |
| King Wealth | 124,243 | $21.3M | 3.74% | +5,852+4.9% | Added |
| Montis Financial, LLC | 124,241 | $21.3M | 10.12% | −36,292−22.6% | Reduced |
| Canal Capital Management, LLC | 124,203 | $21.3M | 3.58% | +774+0.6% | Added |
| Holderness Investments Co | 124,117 | $21.3M | 5.20% | −1,320−1.1% | Reduced |
| Valicenti Advisory Services Inc | 123,858 | $21.2M | 5.92% | +166+0.1% | Added |
| First Hawaiian Bank | 123,649 | $21.2M | 0.66% | −15,589−11.2% | Reduced |
| Plancorp, LLC | 123,621 | $21.2M | 0.92% | +4,652+3.9% | Added |
| Johnson Financial Group, Inc. | 122,759 | $21.1M | 1.13% | −10,792−8.1% | Reduced |