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 |
|---|---|---|---|---|---|
| Quotient Wealth Partners, LLC | 74,525 | $12.8M | 0.46% | −6,935−8.5% | Reduced |
| McDonald Partners LLC | 74,499 | $12.8M | 3.51% | −2,028−2.7% | Reduced |
| Kennedy Investment Group | 74,494 | $12.8M | 6.82% | +7,995+12.0% | Added |
| Borer Denton & Associates, Inc. | 74,448 | $12.8M | 4.52% | +591+0.8% | Added |
| Trust Co of the South | 74,355 | $12.8M | 2.95% | +74,355 | New |
| LMG Wealth Partners, LLC | 74,332 | $12.7M | 3.21% | −1,247−1.6% | Reduced |
| Nicolet Bankshares Inc | 74,296 | $12.7M | 3.15% | −518−0.7% | Reduced |
| Citizens Business Bank | 74,252 | $12.7M | 2.65% | −1,772−2.3% | Reduced |
| Wealth Advisory Solutions, LLC | 74,235 | $12.7M | 3.30% | −2,507−3.3% | Reduced |
| Moseley Investment Management Inc | 74,214 | $12.7M | 6.32% | −1,196−1.6% | Reduced |
| Centric Wealth Management | 74,585 | $12.7M | 4.04% | +1,820+2.5% | Added |
| Aspen Grove Capital, LLC | 74,084 | $12.7M | 3.59% | +1,651+2.3% | Added |
| Independence Bank of Kentucky | 74,025 | $12.7M | 3.80% | +9,297+14.4% | Added |
| Gilder Gagnon Howe & Co LLC | 73,971 | $12.7M | 0.16% | −28,658−27.9% | Reduced |
| Legacy Financial Advisors, Inc. | 73,734 | $12.6M | 2.27% | −1,473−2.0% | Reduced |
| Colonial River Wealth Management, LLC | 73,731 | $12.6M | 7.14% | +20,907+39.6% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 73,725 | $12.6M | 3.08% | +1,512+2.1% | Added |
| Rbo & Co LLC | 73,652 | $12.6M | 2.11% | −60.0% | Reduced |
| Lee Financial Co | 73,530 | $12.6M | 2.10% | +949+1.3% | Added |
| Everhart Financial Group, Inc. | 73,471 | $12.6M | 3.67% | +8,437+13.0% | Added |
| McDonough Capital Management, Inc | 73,302 | $12.6M | 9.92% | +2,098+2.9% | Added |
| Ifrah Financial Services, Inc. | 73,219 | $12.6M | 3.52% | −1,719−2.3% | Reduced |
| Sierra Capital LLC | 73,024 | $12.5M | 1.64% | −2,009−2.7% | Reduced |
| Hirtle Callaghan & Co LLC | 73,020 | $12.5M | 0.53% | −666−0.9% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 72,986 | $12.5M | 9.85% | −88−0.1% | Reduced |
| RWM Asset Management, LLC | 72,952 | $12.5M | 2.24% | −3,662−4.8% | Reduced |
| KLCM Advisors, Inc. | 72,775 | $12.5M | 1.60% | +2,373+3.4% | Added |
| FLC Capital Advisors | 72,773 | $12.5M | 3.15% | +1,890+2.7% | Added |
| Adirondack Trust Co | 72,724 | $12.5M | 5.22% | −266−0.4% | Reduced |
| Bangor Savings Bank | 72,713 | $12.5M | 1.28% | −2,487−3.3% | Reduced |
| Fernwood Investment Management, LLC | 73,060 | $12.5M | 3.63% | −9,879−11.9% | Reduced |
| Alapocas Investment Partners, Inc. | 72,686 | $12.5M | 7.42% | +169+0.2% | Added |
| Atlantic Trust, LLC | 72,660 | $12.5M | 3.26% | −1,867−2.5% | Reduced |
| Balboa Wealth Partners | 72,634 | $12.5M | 3.95% | −10,569−12.7% | Reduced |
| Cidel Asset Management Inc | 72,594 | $12.4M | 0.95% | −3,653−4.8% | Reduced |
| Fortis Group Advisors, LLC | 72,531 | $12.4M | 2.29% | +9,372+14.8% | Added |
| Doheny Asset Management | 72,519 | $12.4M | 10.22% | +2,509+3.6% | Added |
| Alpine Woods Capital Investors, LLC | 72,986 | $12.4M | 2.47% | −116,626−61.5% | Reduced |
| Baugh & Associates, LLC | 72,462 | $12.4M | 6.61% | −70.0% | Reduced |
| Allegheny Financial Group LTD | 72,261 | $12.4M | 3.82% | −8,803−10.9% | Reduced |
| Kercheville Advisors, LLC | 72,179 | $12.4M | 5.85% | −250.0% | Reduced |
| LexAurum Advisors, LLC | 72,158 | $12.4M | 3.11% | −10,309−12.5% | Reduced |
| Managed Asset Portfolios, LLC | 72,097 | $12.4M | 1.80% | −20,974−22.5% | Reduced |
| Empirical Asset Management, LLC | 82,338 | $12.4M | 5.96% | +72,341+723.6% | Added |
| Leisure Capital Management | 72,058 | $12.4M | 6.20% | +2,752+4.0% | Added |
| Birch Capital Management, LLC | 72,025 | $12.4M | 6.42% | +462+0.6% | Added |
| Concord Wealth Partners | 71,927 | $12.3M | 2.22% | +10,286+16.7% | Added |
| Dumont & Blake Investment Advisors LLC | 71,622 | $12.3M | 3.53% | +676+1.0% | Added |
| Fermata Advisors, LLC | 71,530 | $12.3M | 2.76% | −7,286−9.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 71,508 | $12.3M | 2.22% | −8,219−10.3% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 71,500 | $12.3M | 0.29% | 00.0% | Unchanged |
| Morton Capital Management LLC | 71,455 | $12.3M | 3.31% | −395−0.5% | Reduced |
| Lattice Capital Management, LLC | 71,434 | $12.2M | 12.44% | 00.0% | Unchanged |
| Blodgett Wealth Advisors, LLC | 71,402 | $12.2M | 11.09% | +855+1.2% | Added |
| Trust Co of Oklahoma | 71,343 | $12.2M | 4.34% | −1,218−1.7% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 71,329 | $12.2M | 7.83% | +939+1.3% | Added |
| ORBA Wealth Advisors, L.L.C. | 71,286 | $12.2M | 6.77% | +474+0.7% | Added |
| Curbstone Financial Management Corp | 71,280 | $12.2M | 2.64% | −2,000−2.7% | Reduced |
| Bay Rivers Group | 71,167 | $12.2M | 6.70% | +2,212+3.2% | Added |
| Summit Financial Strategies, Inc. | 71,139 | $12.2M | 1.70% | +576+0.8% | Added |
| Bank of Nova Scotia Trust Co | 71,087 | $12.2M | 1.31% | −4,160−5.5% | Reduced |
| Exeter Financial, LLC | 72,123 | $12.2M | 5.61% | −735−1.0% | Reduced |
| Ally Financial Inc. | 71,000 | $12.2M | 1.64% | +42,000+144.8% | Added |
| Settian Capital LP | 70,900 | $12.2M | 9.01% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 70,899 | $12.2M | 7.74% | −1,674−2.3% | Reduced |
| ICA Group Wealth Management, LLC | 70,860 | $12.2M | 2.43% | +1,481+2.1% | Added |
| Tortoise Investment Management, LLC | 70,778 | $12.1M | 1.47% | −1,720−2.4% | Reduced |
| Mirabaud & Cie SA | 70,586 | $12.1M | 4.29% | −8,658−10.9% | Reduced |
| Georgetown University | 70,566 | $12.1M | 3.87% | +91+0.1% | Added |
| Solstein Capital, LLC | 70,561 | $12.1M | 8.39% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 70,399 | $12.1M | 4.78% | +968+1.4% | Added |
| M. Kulyk & Associates, LLC | 70,311 | $12.1M | 2.80% | +1,151+1.7% | Added |
| Quad-Cities Investment Group, LLC | 70,263 | $12.0M | 7.03% | −4,371−5.9% | Reduced |
| Vicus Capital | 70,121 | $12.0M | 1.10% | +2,312+3.4% | Added |
| Keystone Wealth Services, LLC | 70,099 | $12.0M | 3.91% | −5,947−7.8% | Reduced |
| Shulman DeMeo Asset Management LLC | 70,097 | $12.0M | 3.18% | +196+0.3% | Added |
| Global Financial Private Client, LLC | 70,692 | $12.0M | 5.17% | +717+1.0% | Added |
| Eagle Strategies LLC | 70,072 | $12.0M | 2.67% | +30,057+75.1% | Added |
| Summit Global Investments | 70,062 | $12.0M | 0.89% | +3,958+6.0% | Added |
| Independent Solutions Wealth Management, LLC | 69,861 | $12.0M | 2.84% | +857+1.2% | Added |
| Legacy Wealth Management, LLC | 69,764 | $12.0M | 5.39% | −630−0.9% | Reduced |
| Wealth Group, Ltd. | 69,764 | $12.0M | 9.03% | +69,764 | New |
| Burford Brothers, Inc. | 69,733 | $12.0M | 7.85% | +349+0.5% | Added |
| Consolidated Planning Corp | 69,676 | $11.9M | 2.04% | +259+0.4% | Added |
| S.E.E.D. Planning Group LLC | 69,609 | $11.9M | 4.36% | −21,284−23.4% | Reduced |
| Harrington Investments, INC | 69,445 | $11.9M | 6.81% | −189−0.3% | Reduced |
| Balanced Wealth Group LLC | 64,459 | $11.9M | 5.30% | +861+1.4% | Added |
| Armstrong Henry H Associates Inc | 69,335 | $11.9M | 1.16% | −386−0.6% | Reduced |
| LJI Wealth Management, LLC | 69,279 | $11.9M | 3.07% | −82−0.1% | Reduced |
| Harmony Asset Management LLC | 69,223 | $11.9M | 4.89% | −5,813−7.7% | Reduced |
| IVC Wealth Advisors LLC | 69,127 | $11.9M | 6.84% | −1,531−2.2% | Reduced |
| F/M Investments LLC | 69,172 | $11.8M | 7.99% | −512−0.7% | Reduced |
| LongView Wealth Management | 68,976 | $11.8M | 4.69% | −2,585−3.6% | Reduced |
| Glen Eagle Advisors, LLC | 68,752 | $11.8M | 2.24% | −7,184−9.5% | Reduced |
| Wright Investors Service Inc | 68,751 | $11.8M | 2.99% | −22,934−25.0% | Reduced |
| Councilmark Asset Management, LLC | 68,674 | $11.8M | 8.48% | +68,674 | New |
| Manchester Financial Inc | 68,657 | $11.8M | 3.07% | −3,806−5.3% | Reduced |
| Moser Wealth Advisors, LLC | 68,637 | $11.8M | 6.56% | −2,085−2.9% | Reduced |
| Enterprise Bank & Trust Co | 68,626 | $11.8M | 4.04% | −6,577−8.7% | Reduced |
| McAdam, LLC | 68,607 | $11.8M | 0.75% | +3,203+4.9% | Added |