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 |
|---|---|---|---|---|---|
| Slow Capital, Inc. | 98,447 | $16.9M | 2.71% | −4,218−4.1% | Reduced |
| Nikko Asset Management Americas, Inc. | 98,425 | $16.9M | 0.17% | −7,299−6.9% | Reduced |
| Covenant Asset Management, LLC | 98,410 | $16.9M | 4.10% | −1,372−1.4% | Reduced |
| Sepio Capital, LP | 98,353 | $16.9M | 1.45% | −4,359−4.2% | Reduced |
| Mirador Capital Partners LP | 98,274 | $16.9M | 3.22% | +3,130+3.3% | Added |
| Schubert & Co | 98,069 | $16.8M | 14.32% | −220−0.2% | Reduced |
| Harbor Island Capital LLC | 97,938 | $16.8M | 7.69% | −800−0.8% | Reduced |
| Green Harvest Asset Management LLC | 97,424 | $16.7M | 0.41% | +3,637+3.9% | Added |
| Family Management Corp | 97,324 | $16.7M | 3.08% | −1,415−1.4% | Reduced |
| Adams Asset Advisors, LLC | 97,320 | $16.7M | 2.16% | −1,795−1.8% | Reduced |
| Titan Global Capital Management USA LLC | 97,174 | $16.7M | 2.63% | −142−0.1% | Reduced |
| Providence Capital Advisors, LLC | 97,042 | $16.6M | 3.63% | +5,172+5.6% | Added |
| WoodTrust Financial Corp | 97,032 | $16.6M | 2.64% | −5,478−5.3% | Reduced |
| Nwi Management LP | 97,000 | $16.6M | 2.28% | +97,000 | New |
| HFR Wealth Management, LLC | 96,923 | $16.6M | 4.20% | −152−0.2% | Reduced |
| Paragon Capital Management LLC | 96,750 | $16.6M | 8.94% | −1,557−1.6% | Reduced |
| Cypress Capital Management LLC (WY) | 96,486 | $16.5M | 17.65% | −798−0.8% | Reduced |
| united american securities inc. (d/b/a uas asset management) | 96,421 | $16.5M | 4.42% | −74,262−43.5% | Reduced |
| Taylor Hoffman Wealth Management | 96,414 | $16.5M | 7.02% | −2,042−2.1% | Reduced |
| Bremer Bank National Association | 96,410 | $16.5M | 3.06% | −5,910−5.8% | Reduced |
| EPG Wealth Management LLC | 96,395 | $16.5M | 4.05% | −72−0.1% | Reduced |
| Peterson Wealth Services | 96,257 | $16.5M | 6.01% | +1,688+1.8% | Added |
| Portfolio Strategies, Inc. | 96,202 | $16.5M | 1.12% | +83,429+653.2% | Added |
| Herold Advisors, Inc. | 96,159 | $16.5M | 3.99% | +3,897+4.2% | Added |
| WESPAC Advisors SoCal, LLC | 96,137 | $16.5M | 4.31% | −9,289−8.8% | Reduced |
| SkyOak Wealth, LLC | 96,109 | $16.5M | 3.94% | −654−0.7% | Reduced |
| GeoWealth Management, LLC | 96,105 | $16.5M | 0.64% | +31,243+48.2% | Added |
| Zions Bancorporation, N.A. | 96,017 | $16.5M | 1.21% | −3,218−3.2% | Reduced |
| Bill Few Associates, Inc. | 95,988 | $16.5M | 6.68% | −263−0.3% | Reduced |
| Full Sail Capital, LLC | 95,983 | $16.5M | 1.15% | −141−0.1% | Reduced |
| Grandfield & Dodd, LLC | 95,899 | $16.4M | 1.04% | −1,128−1.2% | Reduced |
| Hartline Investment Corp | 95,801 | $16.4M | 2.89% | −185,071−65.9% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 95,801 | $16.4M | 2.89% | −3,922−3.9% | Reduced |
| Capital City Trust Co | 95,796 | $16.4M | 4.57% | −2,805−2.8% | Reduced |
| DF Dent & Co Inc | 95,462 | $16.4M | 0.20% | +2,837+3.1% | Added |
| First Dallas Securities Inc. | 95,075 | $16.3M | 7.50% | −6,201−6.1% | Reduced |
| Stonebridge Capital Management Inc | 94,943 | $16.3M | 7.28% | −895−0.9% | Reduced |
| Carmichael Hill & Associates, Inc. | 94,786 | $16.3M | 6.69% | −1,177−1.2% | Reduced |
| Avanda Investment Management Pte. Ltd. | 94,761 | $16.2M | 2.18% | −94,572−50.0% | Reduced |
| Optimum Investment Advisors | 94,733 | $16.2M | 7.46% | −2,263−2.3% | Reduced |
| Walter & Keenan Financial Consulting Co | 94,626 | $16.2M | 5.32% | +624+0.7% | Added |
| Sterneck Capital Management, LLC | 94,624 | $16.2M | 9.69% | +1,168+1.2% | Added |
| Isthmus Partners, LLC | 94,480 | $16.2M | 1.84% | +11,830+14.3% | Added |
| Leuthold Group, LLC | 94,439 | $16.2M | 1.82% | −201−0.2% | Reduced |
| Twin Tree Management, LP | 94,318 | $16.2M | 0.37% | +94,318 | New |
| Legacy Trust | 94,229 | $16.2M | 4.03% | −22,819−19.5% | Reduced |
| Round Rock Advisors, LLC | 94,160 | $16.1M | 3.87% | −5,871−5.9% | Reduced |
| Ipswich Investment Management Co., Inc. | 94,122 | $16.1M | 3.78% | −7,645−7.5% | Reduced |
| First Western Trust Bank | 94,097 | $16.1M | 0.73% | −22,477−19.3% | Reduced |
| Sage Mountain Advisors LLC | 94,063 | $16.1M | 1.68% | −6,175−6.2% | Reduced |
| Temasek Holdings (Private) Ltd | 94,017 | $16.1M | 0.09% | +65,764+232.8% | Added |
| Zuckerman Investment Group, LLC | 94,007 | $16.1M | 1.83% | +3,363+3.7% | Added |
| Liberty Capital Management, Inc. | 93,992 | $16.1M | 3.97% | −2,404−2.5% | Reduced |
| Farmers National Bank | 93,982 | $16.1M | 4.81% | −594−0.6% | Reduced |
| Peak Planning Group, LLC | 93,894 | $16.1M | 10.09% | −305−0.3% | Reduced |
| Larson Financial Group LLC | 93,838 | $16.1M | 1.24% | +4,274+4.8% | Added |
| Rench Wealth Management, Inc. | 93,730 | $16.1M | 6.16% | −1,633−1.7% | Reduced |
| ProVise Management Group, LLC | 93,707 | $16.1M | 1.39% | −11,426−10.9% | Reduced |
| Central Pacific Bank - Trust Division | 94,480 | $16.1M | 1.99% | +94,480 | New |
| Westbourne Investment Advisors, Inc. | 93,651 | $16.1M | 5.91% | +737+0.8% | Added |
| Global Endowment Management, LP | 93,625 | $16.1M | 1.67% | 00.0% | Unchanged |
| Aries Wealth Management | 93,571 | $16.0M | 5.17% | −1,365−1.4% | Reduced |
| Act Two Investors LLC | 93,565 | $16.0M | 3.22% | −3,532−3.6% | Reduced |
| Ransom Advisory, Ltd | 93,543 | $16.0M | 8.56% | +93,543 | New |
| Red Lighthouse Investment Management, LLC | 93,531 | $16.0M | 6.45% | −327−0.3% | Reduced |
| Brave Asset Management Inc | 93,530 | $16.0M | 4.16% | +517+0.6% | Added |
| Toth Financial Advisory Corp | 93,110 | $16.0M | 2.00% | −116−0.1% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 92,904 | $15.9M | 0.36% | +12,288+15.2% | Added |
| Wealth Management Associates, Inc. | 75,570 | $15.9M | 7.47% | −2,792−3.6% | Reduced |
| Financial Engines Advisors L.L.C. | 92,641 | $15.9M | 0.04% | −9,311−9.1% | Reduced |
| St. Clair Advisors, LLC | 92,576 | $15.9M | 5.16% | −168−0.2% | Reduced |
| First Interstate Bank | 92,471 | $15.9M | 1.10% | −5,127−5.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 92,420 | $15.8M | 1.70% | −4,246−4.4% | Reduced |
| Jacobi Capital Management LLC | 92,380 | $15.8M | 1.46% | −2,698−2.8% | Reduced |
| First PREMIER Bank | 92,374 | $15.8M | 4.19% | −574−0.6% | Reduced |
| Mayflower Financial Advisors, LLC | 96,721 | $15.8M | 2.64% | −4,558−4.5% | Reduced |
| PDS Planning, Inc | 92,004 | $15.8M | 1.66% | +138+0.2% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 91,917 | $15.8M | 2.60% | −3,924−4.1% | Reduced |
| Q Capital Solutions | 91,634 | $15.7M | 6.83% | +25,362+38.3% | Added |
| Northwest Bank & Trust Co | 92,228 | $15.7M | 14.44% | −11,230−10.9% | Reduced |
| Vista Wealth Management Group, LLC | 91,483 | $15.7M | 1.19% | −8,170−8.2% | Reduced |
| Kapstone Financial Advisors LLC | 91,422 | $15.7M | 10.67% | −1,016−1.1% | Reduced |
| Guardian Asset Advisors, LLC | 91,401 | $15.7M | 13.00% | −1,455−1.6% | Reduced |
| Picton Mahoney Asset Management | 91,395 | $15.7M | 0.66% | +310+0.3% | Added |
| Riversedge Advisors, LLC | 91,352 | $15.7M | 3.86% | +50,488+123.6% | Added |
| Retirement Planning Group | 91,275 | $15.7M | 1.20% | +5,596+6.5% | Added |
| Stevens Capital Management LP | 91,232 | $15.6M | 3.04% | +91,232 | New |
| Canvas Wealth Advisors, LLC | 93,088 | $15.6M | 5.26% | +4,330+4.9% | Added |
| Raab & Moskowitz Asset Management LLC | 91,189 | $15.6M | 4.37% | +3,054+3.5% | Added |
| Bienville Capital Management, LLC | 91,140 | $15.6M | 4.76% | −2,352−2.5% | Reduced |
| Westside Investment Management, Inc. | 91,401 | $15.6M | 3.74% | −3,688−3.9% | Reduced |
| Naviter Wealth, LLC | 91,088 | $15.6M | 2.56% | +18,441+25.4% | Added |
| EagleClaw Capital Managment, LLC | 91,050 | $15.6M | 2.83% | −2,915−3.1% | Reduced |
| Onyx Bridge Wealth Group LLC | 92,150 | $15.6M | 2.79% | +781+0.9% | Added |
| AIMZ Investment Advisors, LLC | 90,949 | $15.6M | 5.82% | −2,149−2.3% | Reduced |
| United Capital Management of KS, Inc. | 90,808 | $15.6M | 3.57% | +1,790+2.0% | Added |
| Carolinas Wealth Consulting LLC | 90,766 | $15.6M | 3.07% | −1,549−1.7% | Reduced |
| Renaissance Investment Group LLC | 90,608 | $15.5M | 3.57% | −5,262−5.5% | Reduced |
| O'Rourke & Company, Inc | 90,584 | $15.5M | 9.02% | +1,524+1.7% | Added |
| Nelson Capital Management, LLC | 90,543 | $15.5M | 2.97% | −9,483−9.5% | Reduced |