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 |
|---|---|---|---|---|---|
| Duncker Streett & Co Inc | 82,134 | $14.1M | 2.78% | −2,519−3.0% | Reduced |
| DCM Advisors, LLC | 81,774 | $14.0M | 5.78% | −22,771−21.8% | Reduced |
| Iowa State Bank | 81,675 | $14.0M | 3.10% | −2,123−2.5% | Reduced |
| Kingfisher Capital LLC | 81,637 | $14.0M | 3.37% | −1,238−1.5% | Reduced |
| Mirabella Financial Services LLP | 81,626 | $14.0M | 1.02% | +23,141+39.6% | Added |
| Acropolis Investment Management, LLC | 81,549 | $14.0M | 0.91% | −2,285−2.7% | Reduced |
| Live Oak Private Wealth LLC | 81,530 | $14.0M | 2.42% | −133−0.2% | Reduced |
| Hamel Associates, Inc. | 81,495 | $14.0M | 4.48% | −7,695−8.6% | Reduced |
| Tsai Capital Corp | 81,420 | $14.0M | 14.39% | −478−0.6% | Reduced |
| Goldstream Capital Management Ltd | 81,289 | $13.9M | 7.86% | +1,502+1.9% | Added |
| Gifford Fong Associates | 81,169 | $13.9M | 3.84% | −72,501−47.2% | Reduced |
| GDS Wealth Management | 81,004 | $13.9M | 1.63% | +8,596+11.9% | Added |
| Lipe & Dalton | 80,955 | $13.9M | 7.16% | −806−1.0% | Reduced |
| Professional Advisory Services Inc | 80,718 | $13.8M | 1.88% | +8,376+11.6% | Added |
| Aaron Wealth Advisors | 80,704 | $13.8M | 1.98% | +3,304+4.3% | Added |
| TFG Advisers LLC | 80,525 | $13.8M | 5.40% | −998−1.2% | Reduced |
| Ignite Planners, LLC | 81,074 | $13.8M | 3.86% | −45,978−36.2% | Reduced |
| Eagle Rock Investment Company, LLC | 80,379 | $13.8M | 2.56% | +4,342+5.7% | Added |
| Imprint Wealth LLC | 81,046 | $13.8M | 3.34% | +66,229+447.0% | Added |
| Sweeney & Michel, LLC | 73,315 | $13.7M | 6.08% | +73,315 | New |
| Field & Main Bank | 80,102 | $13.7M | 5.34% | −5,088−6.0% | Reduced |
| Keebeck Wealth Management, LLC | 80,090 | $13.7M | 2.02% | −2,361−2.9% | Reduced |
| Fort Point Capital Partners LLC | 79,895 | $13.7M | 1.86% | −1,281−1.6% | Reduced |
| Flynn Zito Capital Management, LLC | 79,888 | $13.7M | 7.08% | +16,590+26.2% | Added |
| Hodges Capital Management Inc. | 79,846 | $13.7M | 0.87% | −15,400−16.2% | Reduced |
| Smartleaf Asset Management LLC | 78,971 | $13.7M | 2.65% | +22,289+39.3% | Added |
| BOK Financial Private Wealth, Inc. | 79,805 | $13.7M | 1.02% | −710−0.9% | Reduced |
| Pensionfund Sabic | 79,780 | $13.7M | 4.06% | −4,500−5.3% | Reduced |
| Relyea Zuckerberg Hanson LLC | 79,699 | $13.7M | 2.39% | +891+1.1% | Added |
| Northwest Bancshares, Inc. | 79,693 | $13.7M | 2.16% | +3,370+4.4% | Added |
| Charter Oak Capital Management, LLC | 79,678 | $13.7M | 1.46% | +10,643+15.4% | Added |
| London & Capital Asset Management Ltd | 79,649 | $13.7M | 1.04% | −5,430−6.4% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 70,922 | $13.7M | 5.23% | −12,853−15.3% | Reduced |
| Portfolio Design Labs, LLC | 79,601 | $13.6M | 4.59% | +9,134+13.0% | Added |
| Nikulski Financial, Inc. | 79,570 | $13.6M | 4.53% | +1,085+1.4% | Added |
| Roberts Glore & Co Inc | 79,554 | $13.6M | 4.09% | −1,580−1.9% | Reduced |
| Fairhaven Wealth Management, LLC | 79,503 | $13.6M | 4.68% | +12,097+17.9% | Added |
| Once Capital Management, LLC | 79,450 | $13.6M | 7.97% | +16,000+25.2% | Added |
| Aragon Global Management, LP | 79,403 | $13.6M | 6.11% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 79,384 | $13.6M | 1.56% | −5,825−6.8% | Reduced |
| SS&H Financial Advisors, Inc. | 78,913 | $13.5M | 5.64% | +50+0.1% | Added |
| Wills Financial Group, Inc. | 78,910 | $13.5M | 6.37% | +134+0.2% | Added |
| Koa Wealth Management, LLC | 78,860 | $13.5M | 12.19% | +320+0.4% | Added |
| Alpha Omega Wealth Management LLC | 78,830 | $13.5M | 2.51% | −2,214−2.7% | Reduced |
| Argonautica Private Wealth Management, Inc | 78,733 | $13.5M | 4.84% | +8,335+11.8% | Added |
| Monterey Private Wealth, Inc. | 78,356 | $13.4M | 5.39% | +100.0% | Added |
| Davy Global Fund Management Ltd | 78,336 | $13.4M | 1.52% | −3,480−4.3% | Reduced |
| Jackson Hole Capital Partners, LLC | 78,336 | $13.4M | 3.08% | +4,026+5.4% | Added |
| Financial Advisory Group | 78,332 | $13.4M | 2.37% | −199−0.3% | Reduced |
| Icon Wealth Advisors, LLC | 78,103 | $13.4M | 1.24% | +17,251+28.3% | Added |
| Aviso Wealth Management | 78,036 | $13.4M | 8.44% | +2,412+3.2% | Added |
| Atlas Brown,Inc. | 78,014 | $13.4M | 4.87% | +2,762+3.7% | Added |
| Avalon Global Asset Management LLC | 77,920 | $13.4M | 4.30% | 00.0% | Unchanged |
| Crewe Advisors LLC | 77,899 | $13.4M | 1.56% | +77,899 | New |
| Wambolt & Associates, LLC | 78,441 | $13.3M | 3.99% | −59,603−43.2% | Reduced |
| Radnor Capital Management, LLC | 77,742 | $13.3M | 2.27% | −3,597−4.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 77,628 | $13.3M | 2.12% | +514+0.7% | Added |
| Mosaic Family Wealth Partners, LLC | 77,594 | $13.3M | 2.19% | −22,093−22.2% | Reduced |
| Capital Counsel LLC | 77,475 | $13.3M | 0.61% | −510−0.7% | Reduced |
| Kesler, Norman & Wride, LLC | 77,461 | $13.3M | 2.82% | +7,858+11.3% | Added |
| Sound Income Strategies, LLC | 77,383 | $13.3M | 0.99% | +2,273+3.0% | Added |
| Quadcap Wealth Management, LLC | 77,344 | $13.3M | 3.02% | −1,028−1.3% | Reduced |
| DLK Investment Management, LLC | 77,282 | $13.3M | 5.63% | +2,390+3.2% | Added |
| Great Lakes Retirement, Inc. | 77,184 | $13.2M | 1.96% | −10,220−11.7% | Reduced |
| Bulltick Wealth Management, LLC | 77,116 | $13.2M | 2.76% | +28,209+57.7% | Added |
| Pegasus Partners Ltd. | 77,030 | $13.2M | 1.40% | −3,250−4.0% | Reduced |
| Breakwater Capital Group | 77,029 | $13.2M | 3.32% | −1,698−2.2% | Reduced |
| Paradigm Financial Partners, LLC | 77,029 | $13.2M | 2.84% | +4,948+6.9% | Added |
| WealthTrust Axiom LLC | 76,965 | $13.2M | 4.25% | −5,793−7.0% | Reduced |
| Silverleafe Capital Partners, LLC | 76,912 | $13.2M | 5.28% | −5,146−6.3% | Reduced |
| High Note Wealth, LLC | 76,876 | $13.2M | 4.29% | +1,512+2.0% | Added |
| Strategic Financial Services, Inc, | 76,837 | $13.2M | 0.85% | +281+0.4% | Added |
| EFG Asset Management (North America) Corp. | 76,573 | $13.1M | 2.27% | −399−0.5% | Reduced |
| Strategic Global Advisors, LLC | 76,571 | $13.1M | 2.84% | −3,302−4.1% | Reduced |
| Centurion Wealth Management LLC | 76,301 | $13.1M | 5.16% | +30.0% | Added |
| Benjamin Edwards Inc | 76,231 | $13.1M | 2.60% | +2,128+2.9% | Added |
| Two Point Capital Management, Inc. | 76,145 | $13.1M | 5.37% | +100+0.1% | Added |
| Frank, Rimerman Advisors LLC | 76,041 | $13.0M | 2.51% | +2,623+3.6% | Added |
| Founders Financial Securities LLC | 75,861 | $13.0M | 1.36% | −10,296−12.0% | Reduced |
| Stablepoint Partners, LLC | 75,860 | $13.0M | 2.64% | +11,134+17.2% | Added |
| First Commonwealth Financial Corp | 75,860 | $13.0M | 3.45% | +6,553+9.5% | Added |
| Univest Financial Corp | 75,812 | $13.0M | 3.66% | +3,105+4.3% | Added |
| Meeder Asset Management Inc | 75,737 | $13.0M | 0.82% | +48,312+176.2% | Added |
| Glassy Mountain Advisors, Inc. | 75,513 | $12.9M | 4.87% | −159−0.2% | Reduced |
| China Universal Asset Management Co., Ltd. | 75,479 | $12.9M | 1.65% | +42,282+127.4% | Added |
| Charter Research & Investment Group, Inc. | 75,430 | $12.9M | 10.26% | −860−1.1% | Reduced |
| Keel Point, LLC | 75,372 | $12.9M | 1.34% | +9,360+14.2% | Added |
| L2 Asset Management, LLC | 75,344 | $12.9M | 4.24% | +4,475+6.3% | Added |
| Hedeker Wealth, LLC | 75,256 | $12.9M | 3.72% | +1,182+1.6% | Added |
| First Heartland Consultants, Inc. | 75,222 | $12.9M | 1.34% | −3,598−4.6% | Reduced |
| Private Capital Management LLC | 75,197 | $12.9M | 2.84% | +134+0.2% | Added |
| Austin Private Wealth, LLC | 75,863 | $12.9M | 1.48% | +3,595+5.0% | Added |
| JSF Financial, LLC | 74,964 | $12.9M | 4.02% | +160+0.2% | Added |
| WBH Advisory Inc | 74,938 | $12.9M | 1.32% | +7,805+11.6% | Added |
| Baldwin Investment Management, LLC | 74,790 | $12.8M | 1.74% | +4,246+6.0% | Added |
| UMA Financial Services, Inc. | 75,648 | $12.8M | 2.69% | +407+0.5% | Added |
| Souders Financial Advisors | 74,720 | $12.8M | 2.02% | +3,966+5.6% | Added |
| Resonant Capital Advisors, LLC | 74,674 | $12.8M | 1.10% | +2,829+3.9% | Added |
| TriaGen Wealth Management LLC | 74,663 | $12.8M | 5.31% | −2,068−2.7% | Reduced |
| American Investment Services, Inc. | 74,549 | $12.8M | 2.27% | +57+0.1% | Added |