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 |
|---|---|---|---|---|---|
| Quantum Private Wealth, LLC | 122,728 | $21.0M | 7.79% | −1,272−1.0% | Reduced |
| Cypress Asset Management Inc | 119,607 | $21.0M | 5.69% | −3,094−2.5% | Reduced |
| Patton Albertson Miller Group, LLC | 122,393 | $21.0M | 3.14% | +1,367+1.1% | Added |
| Anchor Investment Management, LLC | 122,355 | $21.0M | 2.20% | +2,284+1.9% | Added |
| Security National Bank | 122,327 | $21.0M | 3.18% | −1,921−1.5% | Reduced |
| Searle & Co. | 122,299 | $21.0M | 5.35% | −900−0.7% | Reduced |
| Mark Asset Management LP | 122,205 | $21.0M | 2.83% | +60.0% | Added |
| J. W. Coons Advisors, LLC | 122,027 | $20.9M | 4.73% | +167+0.1% | Added |
| AIA Group Ltd | 121,573 | $20.8M | 0.68% | −11,289−8.5% | Reduced |
| Arrow Financial Corp | 121,360 | $20.8M | 2.07% | −1,908−1.5% | Reduced |
| Vontobel Asset Management Inc | 120,938 | $20.7M | 0.11% | −41,614−25.6% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 120,730 | $20.7M | 2.27% | +607+0.5% | Added |
| Sierra Summit Advisors LLC | 120,644 | $20.7M | 5.63% | −250.0% | Reduced |
| MJP Associates Inc | 120,575 | $20.7M | 4.50% | +43,255+55.9% | Added |
| RMR Wealth Builders | 120,567 | $20.7M | 2.50% | +6,047+5.3% | Added |
| Grey Street Capital, LLC | 120,525 | $20.7M | 2.80% | +120,525 | New |
| Community Financial Services Group, LLC | 120,379 | $20.6M | 4.70% | +120,379 | New |
| Broderick Brian C | 120,297 | $20.6M | 4.41% | −2,495−2.0% | Reduced |
| Cardiff Park Advisors, LLC | 120,269 | $20.6M | 1.97% | −2,189−1.8% | Reduced |
| Bogart Wealth, LLC | 120,086 | $20.6M | 1.06% | +12,652+11.8% | Added |
| Arcadia Investment Management Corp | 120,010 | $20.6M | 3.64% | −2,666−2.2% | Reduced |
| RBF Capital, LLC | 120,000 | $20.6M | 1.16% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 119,779 | $20.5M | 0.42% | −13,689−10.3% | Reduced |
| NFJ Investment Group, LLC | 119,688 | $20.5M | 0.56% | +17,701+17.4% | Added |
| Shepherd Financial Partners LLC | 119,482 | $20.5M | 2.68% | +2,142+1.8% | Added |
| Wells Trecaso Financial Group, LLC | 119,444 | $20.5M | 7.24% | −90.0% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 119,200 | $20.4M | 6.39% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 119,118 | $20.4M | 3.00% | −16,984−12.5% | Reduced |
| Barlow Wealth Partners, Inc. | 115,627 | $20.4M | 2.78% | −682−0.6% | Reduced |
| FORA Capital, LLC | 118,973 | $20.4M | 1.68% | +13,123+12.4% | Added |
| Oxbow Advisors, LLC | 118,573 | $20.3M | 2.79% | −18,324−13.4% | Reduced |
| Millennium Capital Advisors, LLC | 118,508 | $20.3M | 14.36% | −1,568−1.3% | Reduced |
| Old Mission Investment Co LLC | 118,109 | $20.3M | 6.73% | +890+0.8% | Added |
| RPG Investment Advisory, LLC | 117,883 | $20.2M | 3.03% | +555+0.5% | Added |
| Beverly Hills Private Wealth, LLC | 117,595 | $20.2M | 4.66% | −6,219−5.0% | Reduced |
| Financial Avengers, Inc. | 118,546 | $20.2M | 10.70% | −1,970−1.6% | Reduced |
| Magnus Financial Group LLC | 117,461 | $20.1M | 2.39% | +3,615+3.2% | Added |
| GenTrust, LLC | 117,267 | $20.1M | 1.24% | +3,104+2.7% | Added |
| Clough Capital Partners L P | 117,170 | $20.1M | 2.21% | +10,800+10.2% | Added |
| McGuire Investment Group, LLC | 116,931 | $20.1M | 2.93% | +618+0.5% | Added |
| RNC Capital Management LLC | 116,813 | $20.0M | 1.14% | −29,390−20.1% | Reduced |
| Sentinel Trust Co Lba | 116,778 | $20.0M | 2.59% | +2,000+1.7% | Added |
| Arlington Financial Advisors, LLC | 116,726 | $20.0M | 4.39% | −8,228−6.6% | Reduced |
| Jamison Private Wealth Management, Inc. | 116,650 | $20.0M | 3.38% | +679+0.6% | Added |
| Summit X, LLC | 116,535 | $20.0M | 5.12% | −6,149−5.0% | Reduced |
| Symmetry Partners, LLC | 116,413 | $20.0M | 1.56% | +3,456+3.1% | Added |
| American National Bank & Trust Co | 116,344 | $20.0M | 4.71% | +116,344 | New |
| Auxano Advisors, LLC | 116,341 | $20.0M | 5.81% | +45,913+65.2% | Added |
| Concentrum Wealth Management | 116,192 | $19.9M | 9.20% | −4,006−3.3% | Reduced |
| Scott & Selber, Inc. | 116,122 | $19.9M | 6.78% | +131+0.1% | Added |
| Morningstar Investment Management LLC | 116,087 | $19.9M | 2.16% | 00.0% | Unchanged |
| Jasper Ridge Partners, L.P. | 115,577 | $19.8M | 0.62% | +113,600+5,746.1% | Added |
| Mattern Wealth Management LLC | 115,394 | $19.8M | 4.81% | −750−0.6% | Reduced |
| Elk River Wealth Management, LLC | 115,279 | $19.8M | 4.02% | −14,746−11.3% | Reduced |
| Alexander Labrunerie & Co., Inc. | 115,259 | $19.8M | 11.03% | +115,259 | New |
| Garde Capital, Inc. | 115,167 | $19.7M | 1.38% | −5,523−4.6% | Reduced |
| RKL Wealth Management LLC | 115,111 | $19.7M | 1.96% | +2,389+2.1% | Added |
| Principal Street Partners, LLC | 107,849 | $19.7M | 3.73% | +821+0.8% | Added |
| Claro Advisors LLC | 115,051 | $19.7M | 3.43% | −749−0.6% | Reduced |
| Verity & Verity, LLC | 114,846 | $19.7M | 2.19% | −26,383−18.7% | Reduced |
| Bellecapital International Ltd. | 114,763 | $19.7M | 4.35% | −2,185−1.9% | Reduced |
| Plimoth Trust Co LLC | 114,713 | $19.7M | 5.24% | +339+0.3% | Added |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 114,700 | $19.7M | 0.53% | +114,700 | New |
| Beach Investment Counsel Inc | 102,109 | $19.7M | 2.42% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 114,539 | $19.6M | 3.34% | +31,079+37.2% | Added |
| Prestige Wealth Management Group LLC | 114,526 | $19.6M | 4.23% | −2,995−2.5% | Reduced |
| Brady Family Wealth, LLC | 114,474 | $19.6M | 6.37% | −4,177−3.5% | Reduced |
| Copeland Capital Management, LLC | 114,111 | $19.6M | 0.36% | −18,053−13.7% | Reduced |
| Tamar Securities, LLC | 113,875 | $19.5M | 3.30% | +480.0% | Added |
| Fundamentun, LLC | 113,867 | $19.5M | 1.91% | −10,073−8.1% | Reduced |
| Ballast Advisors LLC | 113,776 | $19.5M | 6.58% | −2,961−2.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 113,695 | $19.5M | 0.99% | −3,559−3.0% | Reduced |
| Ithaka Group LLC | 113,435 | $19.5M | 3.67% | −7,984−6.6% | Reduced |
| Haverford Financial Services, Inc. | 113,391 | $19.4M | 5.60% | −402−0.4% | Reduced |
| GFG Capital, LLC | 113,331 | $19.4M | 5.02% | +10,696+10.4% | Added |
| Oak Associates, Ltd | 112,894 | $19.4M | 1.34% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 112,700 | $19.3M | 5.06% | −420−0.4% | Reduced |
| AdvisorNet Financial, Inc | 112,564 | $19.3M | 1.86% | −87,345−43.7% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 112,505 | $19.3M | 13.78% | +1,162+1.0% | Added |
| Guyasuta Investment Advisors Inc | 100,142 | $19.3M | 1.40% | 00.0% | Unchanged |
| Romano Brothers and Company | 112,417 | $19.3M | 2.64% | +247+0.2% | Added |
| Whitener Capital Management, Inc. | 112,392 | $19.3M | 6.31% | −4,412−3.8% | Reduced |
| Absher Wealth Management, LLC | 112,297 | $19.3M | 2.67% | +676+0.6% | Added |
| Prairie Sky Financial Group LLC | 112,254 | $19.2M | 11.56% | +548+0.5% | Added |
| Edge Capital Group, LLC | 112,142 | $19.2M | 0.96% | −9,684−7.9% | Reduced |
| Prosperity Consulting Group, LLC | 111,958 | $19.2M | 2.41% | +50,015+80.7% | Added |
| Decatur Capital Management, Inc. | 111,865 | $19.2M | 10.43% | −1,112−1.0% | Reduced |
| Brevan Howard Capital Management LP | 111,790 | $19.2M | 1.74% | +63,182+130.0% | Added |
| Trifecta Capital Advisors, LLC | 111,724 | $19.2M | 4.66% | −7,852−6.6% | Reduced |
| Brown Miller Wealth Management, LLC | 111,471 | $19.1M | 8.43% | −1,778−1.6% | Reduced |
| Jackson Square Capital, LLC | 111,397 | $19.1M | 4.92% | −4,439−3.8% | Reduced |
| HTLF Bank | 111,366 | $19.1M | 2.19% | −5,465−4.7% | Reduced |
| Willis Investment Counsel | 111,183 | $19.1M | 1.31% | −3,154−2.8% | Reduced |
| Westover Capital Advisors, LLC | 110,880 | $19.0M | 5.57% | −2,445−2.2% | Reduced |
| Sunbelt Securities, Inc. | 110,834 | $19.0M | 2.12% | +17,108+18.3% | Added |
| Fulcrum Capital LLC | 110,791 | $19.0M | 4.51% | +2,111+1.9% | Added |
| Marietta Wealth Management, LLC | 110,639 | $19.0M | 3.13% | −124−0.1% | Reduced |
| Motco | 110,628 | $19.0M | 1.13% | +897+0.8% | Added |
| Kozak & Associates, Inc. | 99,777 | $18.9M | 5.09% | +6,254+6.7% | Added |
| Lester Murray Antman dba SimplyRich | 110,246 | $18.9M | 6.11% | −328−0.3% | Reduced |