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; 6,151 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 | 6,151 | $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 | 4,404 | $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 |
|---|---|---|---|---|---|
| Regent Peak Wealth Advisors LLC | 110,195 | $18.9M | 4.80% | −793−0.7% | Reduced |
| Farmers Trust Co | 110,018 | $18.9M | 3.80% | +108+0.1% | Added |
| Red Door Wealth Management, LLC | 109,871 | $18.8M | 3.63% | +1,165+1.1% | Added |
| Connecticut Wealth Management, LLC | 109,809 | $18.8M | 1.00% | −364−0.3% | Reduced |
| Pictet North America Advisors SA | 109,747 | $18.8M | 2.10% | +1,106+1.0% | Added |
| Smith Anglin Financial, LLC | 109,720 | $18.8M | 1.94% | −333−0.3% | Reduced |
| 9258 Wealth Management, LLC | 109,705 | $18.8M | 2.93% | −3,076−2.7% | Reduced |
| GTS Securities LLC | 109,463 | $18.8M | 0.51% | −167,894−60.5% | Reduced |
| Strategic Planning Group, LLC | 208,823 | $18.8M | 4.69% | +17,859+9.4% | Added |
| Atwater Malick LLC | 109,365 | $18.8M | 6.61% | +1,987+1.9% | Added |
| Focused Wealth Management, Inc | 109,213 | $18.7M | 2.92% | +2,827+2.7% | Added |
| Asset Dedication, LLC | 108,929 | $18.7M | 1.40% | +1,068+1.0% | Added |
| CMH Wealth Management LLC | 108,836 | $18.7M | 4.74% | −6,147−5.3% | Reduced |
| Capital International Ltd | 108,711 | $18.6M | 0.89% | +34,744+47.0% | Added |
| Martin Investment Management, LLC | 108,417 | $18.6M | 4.57% | −964−0.9% | Reduced |
| Paulson Wealth Management Inc. | 108,309 | $18.6M | 5.46% | +406+0.4% | Added |
| Ellevest, Inc. | 108,149 | $18.5M | 1.15% | +4,338+4.2% | Added |
| Manhattan West Asset Management, LLC | 108,147 | $18.5M | 4.45% | +12,855+13.5% | Added |
| D L Carlson Investment Group Inc | 108,137 | $18.5M | 3.62% | −13,571−11.2% | Reduced |
| Harvey Capital Management Inc | 108,115 | $18.5M | 5.42% | −17,204−13.7% | Reduced |
| Vishria Bird Financial Group, LLC | 107,436 | $18.4M | 7.89% | +2,182+2.1% | Added |
| Wellington Shields & Co., LLC | 107,435 | $18.4M | 6.17% | +394+0.4% | Added |
| Armstrong Advisory Group, Inc | 95,580 | $18.4M | 1.79% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 107,285 | $18.4M | 3.31% | +1,803+1.7% | Added |
| TD Private Client Wealth LLC | 107,037 | $18.4M | 0.60% | −8,307−7.2% | Reduced |
| Cedar Brook Financial Partners, LLC | 107,229 | $18.4M | 3.64% | −1,570−1.4% | Reduced |
| Angeles Wealth Management, LLC | 107,010 | $18.4M | 1.84% | +8,602+8.7% | Added |
| Benedict Financial Advisors Inc | 106,745 | $18.3M | 4.65% | −1,243−1.2% | Reduced |
| Freemont Management S.A. | 106,700 | $18.3M | 2.82% | −33,000−23.6% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 106,685 | $18.3M | 7.26% | −1,272−1.2% | Reduced |
| Liberty Wealth Management LLC | 106,479 | $18.3M | 3.56% | +4,065+4.0% | Added |
| Altfest L J & Co Inc | 106,348 | $18.2M | 2.65% | −177−0.2% | Reduced |
| Mitchell Sinkler & Starr | 106,311 | $18.2M | 4.56% | −16,547−13.5% | Reduced |
| BFSG, LLC | 106,276 | $18.2M | 2.41% | +953+0.9% | Added |
| Navalign, LLC | 105,924 | $18.2M | 6.02% | −292−0.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 105,895 | $18.2M | 1.99% | +9,133+9.4% | Added |
| Financial Insights, Inc. | 105,773 | $18.1M | 5.06% | −2,326−2.2% | Reduced |
| Tufton Capital Management | 105,740 | $18.1M | 3.56% | −677−0.6% | Reduced |
| Rappaport Reiches Capital Management, LLC | 105,723 | $18.1M | 5.68% | +6,543+6.6% | Added |
| Cyrus J. Lawrence, LLC | 105,498 | $18.1M | 4.01% | +105,498 | New |
| Financial Partners Group, Inc | 105,438 | $18.1M | 2.88% | −954−0.9% | Reduced |
| Creative Financial Designs Inc | 105,366 | $18.1M | 1.71% | +6,116+6.2% | Added |
| TTP Investments, Inc. | 105,046 | $18.0M | 7.88% | −10,604−9.2% | Reduced |
| Jessup Wealth Management, Inc | 104,964 | $18.0M | 7.71% | −6,926−6.2% | Reduced |
| Redwood Investment Management, LLC | 104,911 | $18.0M | 1.73% | +35,444+51.0% | Added |
| Laird Norton Trust Company, LLC | 104,629 | $17.9M | 2.43% | −698−0.7% | Reduced |
| PFC Capital Group, Inc. | 104,496 | $17.9M | 9.62% | +213+0.2% | Added |
| Harrell Investment Partners, LLC | 104,172 | $17.9M | 5.29% | −1,414−1.3% | Reduced |
| Marks Group Wealth Management, Inc | 104,140 | $17.9M | 1.87% | +1,683+1.6% | Added |
| Catalytic Wealth RIA, LLC | 103,925 | $17.8M | 3.57% | +31,409+43.3% | Added |
| Ridgecrest Wealth Partners, LLC | 103,867 | $17.8M | 10.60% | +5,930+6.1% | Added |
| Meridian Wealth Advisors, LLC | 103,818 | $17.8M | 3.34% | +229+0.2% | Added |
| Crescent Grove Advisors, LLC | 103,638 | $17.8M | 1.85% | −1,812−1.7% | Reduced |
| GSG Advisors LLC | 104,719 | $17.8M | 6.52% | −1,190−1.1% | Reduced |
| Key Financial Inc | 103,134 | $17.7M | 4.51% | −1,627−1.6% | Reduced |
| Warther Private Wealth, LLC | 103,098 | $17.7M | 7.89% | −2,189−2.1% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 101,971 | $17.7M | 1.12% | −200.0% | Reduced |
| Biechele Royce Advisors | 102,959 | $17.7M | 5.85% | −10,980−9.6% | Reduced |
| Central Bank & Trust Co | 102,963 | $17.7M | 2.52% | −199−0.2% | Reduced |
| Proficio Capital Partners LLC | 102,964 | $17.7M | 1.94% | +877+0.9% | Added |
| Insight Advisors, LLC | 102,947 | $17.7M | 3.43% | −1,906−1.8% | Reduced |
| Accent Capital Management, LLC | 102,845 | $17.6M | 15.23% | +1,934+1.9% | Added |
| Acorn Financial Advisory Services Inc | 102,645 | $17.6M | 3.32% | −17,512−14.6% | Reduced |
| BSW Wealth Partners | 102,547 | $17.6M | 2.98% | +3,265+3.3% | Added |
| MSA Advisors, LLC | 102,530 | $17.6M | 5.26% | −27,531−21.2% | Reduced |
| Perpetual Ltd | 102,489 | $17.6M | 0.17% | +45,701+80.5% | Added |
| Levin Capital Strategies, L.P. | 101,935 | $17.5M | 1.77% | −21,647−17.5% | Reduced |
| Riverview Capital Advisers, LLC | 101,631 | $17.4M | 6.00% | −8,729−7.9% | Reduced |
| Osher Van de Voorde Investment Management | 101,555 | $17.4M | 4.06% | +9,230+10.0% | Added |
| Janney Capital Management LLC | 101,549 | $17.4M | 1.16% | −4,689−4.4% | Reduced |
| Northstar Asset Management Inc | 101,430 | $17.4M | 3.05% | −2,518−2.4% | Reduced |
| Guardian Investment Management | 101,353 | $17.4M | 14.31% | −16,354−13.9% | Reduced |
| Chapin Davis, Inc. | 101,339 | $17.4M | 6.35% | −8,955−8.1% | Reduced |
| Brandywine Oak Private Wealth LLC | 101,072 | $17.3M | 1.81% | −769−0.8% | Reduced |
| Intrua Financial, LLC | 101,031 | $17.3M | 2.69% | −10,551−9.5% | Reduced |
| MBL Wealth, LLC | 100,993 | $17.3M | 1.97% | +128+0.1% | Added |
| Moloney Securities Asset Management, LLC | 100,987 | $17.3M | 2.61% | −5,466−5.1% | Reduced |
| Perkins Coie Trust Co | 100,853 | $17.3M | 4.05% | +741+0.7% | Added |
| MONECO Advisors, LLC | 100,809 | $17.3M | 2.74% | −1,896−1.8% | Reduced |
| Werba Rubin Papier Wealth Management | 100,672 | $17.3M | 5.01% | +7,232+7.7% | Added |
| Chelsea Counsel Co | 100,668 | $17.3M | 9.79% | −13,333−11.7% | Reduced |
| Jeppson Wealth Management, LLC | 100,601 | $17.3M | 6.69% | −744−0.7% | Reduced |
| Weil Company, Inc. | 100,359 | $17.2M | 6.83% | −1,828−1.8% | Reduced |
| Asset Management Group, Inc. | 100,205 | $17.2M | 3.23% | −1,008−1.0% | Reduced |
| Villere St Denis J & Co LLC | 100,195 | $17.2M | 1.37% | −1,668−1.6% | Reduced |
| Abacus Planning Group, Inc. | 100,157 | $17.2M | 3.36% | −10,500−9.5% | Reduced |
| Ellis Investment Partners, LLC | 100,075 | $17.2M | 3.73% | −250.0% | Reduced |
| SOL Capital Management CO | 100,018 | $17.2M | 2.16% | +2,005+2.0% | Added |
| Charles-Lim Capital Ltd | 100,000 | $17.1M | 5.71% | +100,000 | New |
| O'Dell Group, LLC | 99,866 | $17.1M | 4.20% | −165−0.2% | Reduced |
| Horizon Investments, LLC | 99,934 | $17.1M | 0.45% | +697+0.7% | Added |
| Westhampton Capital, LLC | 99,456 | $17.1M | 9.31% | −89−0.1% | Reduced |
| STF Management LP | 99,275 | $17.0M | 7.39% | −2,709−2.7% | Reduced |
| Stockman Wealth Management, Inc. | 99,251 | $17.0M | 3.00% | +90.0% | Added |
| Hamilton Point Investment Advisors, LLC | 99,234 | $17.0M | 3.32% | −2,806−2.7% | Reduced |
| FRG Family Wealth Advisors LLC | 99,774 | $17.0M | 3.33% | +289+0.3% | Added |
| Lathrop Investment Management Corp | 99,082 | $17.0M | 3.29% | −217−0.2% | Reduced |
| Capital Planning Advisors, LLC | 98,799 | $16.9M | 2.98% | −3,918−3.8% | Reduced |
| Armstrong, Fleming & Moore, Inc | 98,709 | $16.9M | 11.72% | −988−1.0% | Reduced |
| McCollum Christoferson Group LLC | 98,699 | $16.9M | 4.90% | −1,938−1.9% | Reduced |