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 |
|---|---|---|---|---|---|
| Mine & Arao Wealth Creation & Management, LLC. | 90,499 | $15.5M | 7.68% | +86+0.1% | Added |
| MCF Advisors LLC | 90,321 | $15.5M | 1.20% | −1,591−1.7% | Reduced |
| Merriman Wealth Management, LLC | 90,210 | $15.5M | 0.69% | +689+0.8% | Added |
| Puzo Michael J | 90,199 | $15.5M | 4.29% | +3,856+4.5% | Added |
| Norris Perne & French LLP | 90,193 | $15.5M | 1.11% | −2,601−2.8% | Reduced |
| Payden & Rygel | 90,100 | $15.4M | 1.05% | +77,200+598.4% | Added |
| Payden & Rygel Investment Group | 90,100 | $15.4M | 1.05% | +90,100 | New |
| Grandview Asset Management LLC | 90,024 | $15.4M | 7.01% | −1,671−1.8% | Reduced |
| BCJ Capital Management, LLC | 89,892 | $15.4M | 1.22% | +1,436+1.6% | Added |
| Inlet Private Wealth, LLC | 89,709 | $15.4M | 4.30% | 00.0% | Unchanged |
| Hendley & Co Inc | 89,641 | $15.4M | 5.50% | +761+0.9% | Added |
| Stoneridge Investment Partners LLC | 89,398 | $15.3M | 5.83% | +4,896+5.8% | Added |
| Wealth Effects LLC | 89,270 | $15.3M | 5.65% | −6,568−6.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 89,259 | $15.3M | 2.24% | +1,139+1.3% | Added |
| Salomon & Ludwin, LLC | 89,299 | $15.3M | 1.32% | −2,778−3.0% | Reduced |
| Knightsbridge Asset Management, LLC | 79,462 | $15.3M | 4.33% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 89,214 | $15.3M | 2.47% | +2,560+3.0% | Added |
| NatWest Group plc | 89,121 | $15.3M | 5.89% | +7,184+8.8% | Added |
| Fusion Capital, LLC | 89,060 | $15.3M | 6.99% | −2,010−2.2% | Reduced |
| Advisory Alpha, LLC | 89,029 | $15.3M | 0.63% | +5,425+6.5% | Added |
| Pegasus Asset Management, Inc. | 88,991 | $15.3M | 5.91% | −1,405−1.6% | Reduced |
| Ironvine Capital Partners, LLC | 88,951 | $15.3M | 1.67% | −51,221−36.5% | Reduced |
| Traphagen Investment Advisors LLC | 88,919 | $15.2M | 1.63% | +2,681+3.1% | Added |
| Fifth Third Wealth Advisors LLC | 88,772 | $15.2M | 2.37% | +16,671+23.1% | Added |
| Gradient Capital Advisors, LLC | 88,721 | $15.2M | 5.59% | −5,849−6.2% | Reduced |
| Berkshire Bank | 88,619 | $15.2M | 3.78% | −8,177−8.4% | Reduced |
| First National Corp | 78,257 | $15.1M | 3.70% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 87,631 | $15.0M | 0.92% | −8,469−8.8% | Reduced |
| Lineweaver Wealth Advisors, LLC | 87,576 | $15.0M | 3.57% | +951+1.1% | Added |
| Watts Gwilliam & Co., LLC | 80,120 | $15.0M | 4.64% | +80,120 | New |
| BNC Wealth Management, LLC | 87,463 | $15.0M | 6.41% | +3,370+4.0% | Added |
| Humankind Investments LLC | 87,314 | $15.0M | 3.96% | +2,928+3.5% | Added |
| Duff & Phelps Investment Management Co | 87,297 | $15.0M | 0.18% | +6,241+7.7% | Added |
| Guardian Capital Advisors LP | 89,057 | $15.0M | 1.61% | +6,245+7.5% | Added |
| New Capital Management LP | 87,143 | $14.9M | 4.46% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 87,097 | $14.9M | 2.03% | +642+0.7% | Added |
| General Partner, Inc. | 87,075 | $14.9M | 9.38% | +5,675+7.0% | Added |
| GAM Holding AG | 86,856 | $14.9M | 1.08% | −5,931−6.4% | Reduced |
| Heron Bay Capital Management | 86,813 | $14.9M | 3.16% | +20.0% | Added |
| Montchanin Asset Management, LLC | 86,754 | $14.9M | 14.58% | +86,754 | New |
| RFP Financial Group LLC | 86,621 | $14.9M | 5.80% | −11,203−11.5% | Reduced |
| Guardian Wealth Advisors, LLC | 86,489 | $14.8M | 1.81% | −389−0.4% | Reduced |
| Skopos Labs, Inc. | 87,071 | $14.8M | 6.37% | −267−0.3% | Reduced |
| First Long Island Investors, LLC | 86,364 | $14.8M | 1.23% | −160−0.2% | Reduced |
| Hoey Investments, Inc | 86,330 | $14.8M | 3.30% | −140,249−61.9% | Reduced |
| FinTrust Capital Advisors, LLC | 86,247 | $14.8M | 2.86% | −20,717−19.4% | Reduced |
| NBW Capital LLC | 86,239 | $14.8M | 3.02% | −718−0.8% | Reduced |
| Sabal Trust CO | 86,220 | $14.8M | 0.86% | −4,552−5.0% | Reduced |
| Atlas Wealth LLC | 86,169 | $14.8M | 7.21% | −758−0.9% | Reduced |
| Personal Cfo Solutions, LLC | 86,144 | $14.8M | 2.31% | +210+0.2% | Added |
| Carroll Investors, Inc | 86,003 | $14.8M | 11.11% | −1,572−1.8% | Reduced |
| Investment Research & Advisory Group, Inc. | 86,035 | $14.8M | 6.84% | +690+0.8% | Added |
| SFE Investment Counsel | 85,993 | $14.7M | 3.34% | +1,886+2.2% | Added |
| Clean Yield Group | 85,871 | $14.7M | 5.73% | −889−1.0% | Reduced |
| Diligent Investors, LLC | 85,746 | $14.7M | 3.69% | +2,662+3.2% | Added |
| Ausdal Financial Partners, Inc. | 85,581 | $14.7M | 1.71% | −1,412−1.6% | Reduced |
| Bank of New Hampshire | 85,558 | $14.7M | 3.86% | −3,119−3.5% | Reduced |
| Mezzasalma Advisors, LLC | 85,321 | $14.6M | 6.92% | −565−0.7% | Reduced |
| Catalyst Financial Partners LLC | 86,769 | $14.6M | 3.75% | +1,043+1.2% | Added |
| Allen Capital Group, LLC | 84,935 | $14.6M | 2.11% | +837+1.0% | Added |
| Marcum Wealth, LLC | 84,932 | $14.6M | 1.48% | −8,718−9.3% | Reduced |
| GAMMA Investing LLC | 84,918 | $14.6M | 2.97% | +7,710+10.0% | Added |
| Frisch Financial Group, Inc. | 84,888 | $14.6M | 4.84% | −13,159−13.4% | Reduced |
| Vertex Planning Partners, LLC | 84,663 | $14.5M | 4.02% | −4,416−5.0% | Reduced |
| Twin Lakes Capital Management, LLC | 84,653 | $14.5M | 9.81% | −9,110−9.7% | Reduced |
| Founders Capital Management, LLC | 84,628 | $14.5M | 2.68% | −229−0.3% | Reduced |
| Sentry Investment Management LLC | 84,297 | $14.5M | 5.61% | −710−0.8% | Reduced |
| Cim, LLC | 84,282 | $14.5M | 2.19% | −24,350−22.4% | Reduced |
| Patten Group, Inc. | 84,249 | $14.4M | 3.56% | −5,819−6.5% | Reduced |
| AlphaStar Capital Management, LLC | 84,166 | $14.4M | 1.48% | +21,002+33.2% | Added |
| Accurate Wealth Management, LLC | 87,470 | $14.4M | 4.21% | +2,041+2.4% | Added |
| Consolidated Investment Group LLC | 84,084 | $14.4M | 2.33% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 84,044 | $14.4M | 1.34% | +31,040+58.6% | Added |
| Strategic Investment Advisors | 84,022 | $14.4M | 1.85% | +4,629+5.8% | Added |
| Foster Dykema Cabot & Partners, LLC | 83,939 | $14.4M | 1.34% | +1,097+1.3% | Added |
| RVW Wealth, LLC | 83,938 | $14.4M | 1.48% | −859−1.0% | Reduced |
| Blume Capital Management, Inc. | 83,803 | $14.4M | 3.51% | −484−0.6% | Reduced |
| Global X Japan Co., Ltd. | 83,722 | $14.4M | 3.05% | +73,003+681.1% | Added |
| Eudaimonia Partners, LLC | 83,679 | $14.3M | 3.41% | −3,043−3.5% | Reduced |
| Broadleaf Partners, LLC | 83,482 | $14.3M | 3.67% | −28,563−25.5% | Reduced |
| SeaBridge Investment Advisors LLC | 83,468 | $14.3M | 3.77% | +242+0.3% | Added |
| Hardy Reed LLC | 83,429 | $14.3M | 1.78% | −440−0.5% | Reduced |
| Eos Management, L.P. | 83,408 | $14.3M | 5.90% | −5,686−6.4% | Reduced |
| Greystone Financial Group, LLC | 83,284 | $14.3M | 2.85% | +6,443+8.4% | Added |
| Udine Wealth Management, Inc. | 83,240 | $14.3M | 9.97% | −10,453−11.2% | Reduced |
| Union Heritage Capital, LLC | 83,238 | $14.3M | 5.66% | +11,238+15.6% | Added |
| Harbor Capital Advisors, Inc. | 83,166 | $14.3M | 1.86% | +6,714+8.8% | Added |
| Cahill Financial Advisors Inc | 83,120 | $14.3M | 1.94% | +13,307+19.1% | Added |
| Thames Capital Management LLC | 83,079 | $14.2M | 5.93% | −6,606−7.4% | Reduced |
| Allied Investment Advisors, LLC | 82,976 | $14.2M | 3.44% | +2,166+2.7% | Added |
| Ibex Wealth Advisors | 109,213 | $14.2M | 3.85% | +109,096+93,244.4% | Added |
| Little House Capital LLC | 82,635 | $14.2M | 4.69% | −9,519−10.3% | Reduced |
| Mission Creek Capital Partners, Inc. | 82,618 | $14.2M | 3.69% | +8,905+12.1% | Added |
| Stonebrook Private Inc. | 82,612 | $14.2M | 4.13% | +5,003+6.4% | Added |
| Chatham Capital Group, Inc. | 82,443 | $14.1M | 2.59% | −3,343−3.9% | Reduced |
| Neumann Capital Management, LLC | 82,378 | $14.1M | 5.04% | −2,361−2.8% | Reduced |
| Horan Capital Advisors, LLC. | 82,256 | $14.1M | 5.01% | −7,667−8.5% | Reduced |
| Bedel Financial Consulting, Inc. | 82,243 | $14.1M | 2.21% | +212+0.3% | Added |
| Cardinal Capital Management | 82,216 | $14.1M | 2.29% | +4,665+6.0% | Added |
| Financial Network Wealth Management LLC | 77,095 | $14.1M | 6.67% | −2,381−3.0% | Reduced |