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 |
|---|---|---|---|---|---|
| Strait & Sound Wealth Management LLC | 67,203 | $11.8M | 6.57% | +3,387+5.3% | Added |
| KRS Capital Management, LLC | 68,407 | $11.7M | 9.46% | −877−1.3% | Reduced |
| N.E.W. Advisory Services LLC | 68,295 | $11.7M | 1.30% | +728+1.1% | Added |
| Greenfield Savings Bank | 68,230 | $11.7M | 6.15% | −546−0.8% | Reduced |
| Mathes Company, Inc. | 68,161 | $11.7M | 4.38% | −1,770−2.5% | Reduced |
| Lewis Asset Management, LLC | 68,125 | $11.7M | 9.62% | −1,037−1.5% | Reduced |
| Capital Investment Counsel, LLC | 68,102 | $11.7M | 2.50% | +31,879+88.0% | Added |
| Finer Wealth Management, Inc. | 67,999 | $11.7M | 7.66% | +1,349+2.0% | Added |
| Consilium Wealth Advisory, LLC | 67,961 | $11.7M | 6.56% | +863+1.3% | Added |
| Pecaut & Co. | 67,916 | $11.6M | 4.34% | −11,693−14.7% | Reduced |
| Kemnay Advisory Services Inc. | 67,847 | $11.6M | 2.24% | +12,818+23.3% | Added |
| Hexagon Capital Partners LLC | 67,814 | $11.6M | 2.59% | −468−0.7% | Reduced |
| Geller Advisors LLC | 67,770 | $11.6M | 0.94% | +19,073+39.2% | Added |
| Keudell/Morrison Wealth Management | 67,689 | $11.6M | 3.51% | −628−0.9% | Reduced |
| Cable Hill Partners, LLC | 62,562 | $11.6M | 1.42% | 00.0% | Unchanged |
| Matthew 25 Management Corp | 67,500 | $11.6M | 3.94% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 67,483 | $11.6M | 0.40% | +67,483 | New |
| AMS Capital Ltda | 66,313 | $11.6M | 3.17% | +66,313 | New |
| Consolidated Capital Management, LLC | 67,395 | $11.6M | 5.54% | +205+0.3% | Added |
| Fortis Capital Advisors, LLC | 67,309 | $11.5M | 4.86% | +443+0.7% | Added |
| Tiemann Investment Advisors, LLC | 67,266 | $11.5M | 5.16% | −1,390−2.0% | Reduced |
| Indiana Trust & Investment Management CO | 67,251 | $11.5M | 4.65% | −1,061−1.6% | Reduced |
| Eqis Capital Management, Inc. | 67,243 | $11.5M | 0.92% | −525−0.8% | Reduced |
| Northwest Financial Advisors | 67,147 | $11.5M | 12.64% | −7,382−9.9% | Reduced |
| Harbour Capital Advisors, LLC | 68,151 | $11.5M | 2.85% | −3,684−5.1% | Reduced |
| Hikari Tsushin, Inc. | 67,022 | $11.5M | 0.91% | −5,796−8.0% | Reduced |
| Bryant Woods Investment Advisors, LLC | 67,010 | $11.5M | 6.78% | +772+1.2% | Added |
| Monarch Capital Management Inc | 66,966 | $11.5M | 3.24% | −310.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 66,963 | $11.5M | 0.62% | −1,030−1.5% | Reduced |
| National Philanthropic Trust | 66,899 | $11.5M | 0.25% | −4,449−6.2% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 66,872 | $11.5M | 0.92% | 00.0% | Unchanged |
| Apella Capital, LLC | 67,524 | $11.5M | 0.58% | −1,016−1.5% | Reduced |
| Horizon Wealth Management, LLC | 66,705 | $11.4M | 2.98% | −82−0.1% | Reduced |
| Iyo Bank, Ltd. | 66,690 | $11.4M | 4.56% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 66,614 | $11.4M | 7.77% | +305+0.5% | Added |
| Moss Adams Wealth Advisors LLC | 66,607 | $11.4M | 1.84% | +16,684+33.4% | Added |
| Miramar Capital, LLC | 62,557 | $11.4M | 2.88% | −33,648−35.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 66,443 | $11.4M | 0.90% | −8,064−10.8% | Reduced |
| Clark Asset Management, LLC | 66,371 | $11.4M | 3.50% | −2,990−4.3% | Reduced |
| Masso Torrence Wealth Management Inc. | 66,347 | $11.4M | 6.75% | −4,848−6.8% | Reduced |
| Jupiter Wealth Management LLC | 62,224 | $11.4M | 6.02% | −2,490−3.8% | Reduced |
| 3Chopt Investment Partners, LLC | 66,279 | $11.4M | 4.67% | +8,985+15.7% | Added |
| Spotlight Asset Group, Inc. | 66,268 | $11.4M | 8.13% | +230+0.3% | Added |
| Roberts Wealth Advisors, LLC | 65,714 | $11.3M | 4.24% | −392−0.6% | Reduced |
| Mycio Wealth Partners, LLC | 65,879 | $11.3M | 2.85% | −38−0.1% | Reduced |
| Cladis Investment Advisory, LLC | 65,866 | $11.3M | 8.29% | −445−0.7% | Reduced |
| Intelligence Driven Advisers, LLC | 65,803 | $11.3M | 1.67% | −1,796−2.7% | Reduced |
| Wolverine Asset Management LLC | 65,734 | $11.3M | 0.22% | +61,542+1,468.1% | Added |
| Mechanics Financial Corp | 65,683 | $11.3M | 5.86% | −94−0.1% | Reduced |
| Gibraltar Capital Management, Inc. | 65,505 | $11.2M | 5.23% | +1,576+2.5% | Added |
| Banyan Capital Management, Inc. | 65,477 | $11.2M | 6.37% | −3,135−4.6% | Reduced |
| Towercrest Capital Management | 65,471 | $11.2M | 1.89% | +773+1.2% | Added |
| Notis-McConarty Edward | 65,310 | $11.2M | 4.43% | −5,261−7.5% | Reduced |
| David R. Rahn & Associates Inc. | 65,174 | $11.2M | 4.58% | −17,042−20.7% | Reduced |
| Capital Insight Partners, LLC | 65,168 | $11.2M | 2.09% | +1,479+2.3% | Added |
| Ninety One SA (PTY) Ltd | 65,251 | $11.2M | 1.61% | −25,122−27.8% | Reduced |
| Sheets Smith Wealth Management | 65,108 | $11.2M | 1.25% | −28,534−30.5% | Reduced |
| Farrow Financial Inc. | 65,104 | $11.2M | 7.83% | −1,560−2.3% | Reduced |
| Ervin Investment Management, LLC | 65,069 | $11.2M | 7.82% | −1,577−2.4% | Reduced |
| Bray Capital Advisors | 65,042 | $11.2M | 2.83% | +135+0.2% | Added |
| Capital Market Strategies LLC | 65,038 | $11.2M | 8.49% | −4,306−6.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 65,033 | $11.2M | 1.52% | −4,058−5.9% | Reduced |
| Central Valley Advisors, LLC | 64,950 | $11.1M | 5.75% | +544+0.8% | Added |
| Strategy Asset Managers LLC | 64,862 | $11.1M | 2.38% | +1,283+2.0% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 66,178 | $11.1M | 6.09% | +2,286+3.6% | Added |
| American Trust | 64,746 | $11.1M | 1.01% | +1,972+3.1% | Added |
| Northwest Capital Management Inc | 64,540 | $11.1M | 3.54% | +120.0% | Added |
| Silver Oak Securities, Inc | 64,514 | $11.1M | 1.69% | −9,686−13.1% | Reduced |
| Vivaldi Capital Management, LLC | 60,396 | $11.1M | 3.22% | −3,689−5.8% | Reduced |
| IMS Capital Management | 64,432 | $11.0M | 5.14% | −222−0.3% | Reduced |
| Pflug Koory, LLC | 64,388 | $11.0M | 5.43% | +59+0.1% | Added |
| Woodward Diversified Capital, LLC | 64,306 | $11.0M | 6.88% | −1,217−1.9% | Reduced |
| Mount Vernon Associates Inc | 64,287 | $11.0M | 9.35% | −500−0.8% | Reduced |
| Bridge Creek Capital Management LLC | 64,278 | $11.0M | 3.53% | +1,278+2.0% | Added |
| VeraBank, N.A. | 64,236 | $11.0M | 3.43% | −1,065−1.6% | Reduced |
| Financial Perspectives, Inc | 64,223 | $11.0M | 4.17% | −1,205−1.8% | Reduced |
| Highlander Capital Management, LLC | 64,179 | $11.0M | 3.77% | −3,125−4.6% | Reduced |
| Newman Dignan & Sheerar, Inc. | 64,066 | $11.0M | 2.94% | −2,198−3.3% | Reduced |
| Roof Eidam & Maycock | 63,979 | $11.0M | 3.01% | −4,758−6.9% | Reduced |
| Iron Financial, LLC | 63,950 | $11.0M | 6.11% | −1,621−2.5% | Reduced |
| Optas, LLC | 63,910 | $11.0M | 2.99% | −4,370−6.4% | Reduced |
| Arlington Trust Co LLC | 63,901 | $11.0M | 2.82% | −2,522−3.8% | Reduced |
| Cairn Investment Group, Inc. | 63,869 | $11.0M | 6.29% | +230.0% | Added |
| Edgestream Partners, L.P. | 63,823 | $10.9M | 0.55% | −37,454−37.0% | Reduced |
| Northwest Investment Counselors, LLC | 63,704 | $10.9M | 2.66% | +363+0.6% | Added |
| Gables Capital Management Inc. | 63,695 | $10.9M | 6.02% | −305−0.5% | Reduced |
| McGinn Investment Management, Inc. | 63,678 | $10.9M | 7.16% | +830+1.3% | Added |
| Royal Fund Management, LLC | 63,659 | $10.9M | 1.26% | +3,473+5.8% | Added |
| Montag & Caldwell, LLC | 63,643 | $10.9M | 1.88% | −2,271−3.4% | Reduced |
| Catalina Capital Group, LLC | 63,505 | $10.9M | 4.66% | +29,093+84.5% | Added |
| Sustainable Insight Capital Management, LLC | 63,501 | $10.9M | 7.86% | +54,400+597.7% | Added |
| Global Wealth Management Investment Advisory, Inc. | 63,481 | $10.9M | 2.67% | +1,496+2.4% | Added |
| Olistico Wealth, LLC | 63,474 | $10.9M | 7.86% | −4,107−6.1% | Reduced |
| BIP Wealth, LLC | 63,466 | $10.9M | 0.80% | +1,766+2.9% | Added |
| Hudson Value Partners, LLC | 63,457 | $10.9M | 4.62% | +136+0.2% | Added |
| Platte River Wealth Advisors, LLC | 63,433 | $10.9M | 3.10% | +510+0.8% | Added |
| NVWM, LLC | 63,385 | $10.9M | 2.98% | −5,200−7.6% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 63,356 | $10.9M | 8.79% | +3,391+5.7% | Added |
| Highline Wealth Partners LLC | 63,318 | $10.9M | 4.43% | +2,932+4.9% | Added |
| Dudley Capital Management, LLC | 63,834 | $10.9M | 6.34% | −940−1.5% | Reduced |