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 11 sales; 6,152 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 | 6,152 | $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 |
|---|---|---|---|---|---|
| AlphaCore Capital LLC | 63,238 | $10.8M | 2.89% | −3,776−5.6% | Reduced |
| Delta Investment Management, LLC | 63,211 | $10.8M | 2.46% | −2,552−3.9% | Reduced |
| Poehling Capital Management, LLC | 63,209 | $10.8M | 2.90% | +205+0.3% | Added |
| Bank Ozk | 63,175 | $10.8M | 4.85% | −1,185−1.8% | Reduced |
| Midland Wealth Advisors LLC | 63,159 | $10.8M | 0.67% | +13,546+27.3% | Added |
| Stolper Co | 63,128 | $10.8M | 3.91% | −4,761−7.0% | Reduced |
| Graybill Bartz & Assoc Ltd | 63,117 | $10.8M | 4.56% | −535−0.8% | Reduced |
| Wall Street Access Asset Management, LLC | 62,988 | $10.8M | 4.48% | −2,405−3.7% | Reduced |
| Archford Capital Strategies, LLC | 62,921 | $10.8M | 1.81% | +1,703+2.8% | Added |
| Coastal Bridge Advisors, LLC | 62,841 | $10.8M | 2.48% | −3,787−5.7% | Reduced |
| Pacifica Partners Inc. | 62,999 | $10.8M | 4.77% | +4,894+8.4% | Added |
| Brick & Kyle, Associates | 64,238 | $10.8M | 4.77% | +5,896+10.1% | Added |
| Muhlenkamp & Co Inc | 62,604 | $10.7M | 3.12% | +2,170+3.6% | Added |
| Navellier & Associates Inc | 62,564 | $10.7M | 1.32% | −896−1.4% | Reduced |
| Essex Investment Management Co LLC | 62,558 | $10.7M | 2.12% | −6,226−9.1% | Reduced |
| High Net Worth Advisory Group LLC | 62,544 | $10.7M | 3.38% | +1,596+2.6% | Added |
| CWS Financial Advisors, LLC | 62,436 | $10.7M | 4.39% | −3,570−5.4% | Reduced |
| All Terrain Financial Advisors, LLC | 62,347 | $10.7M | 4.61% | +506+0.8% | Added |
| 1623 Capital LLC | 62,300 | $10.7M | 5.97% | +600+1.0% | Added |
| Umpqua Bank | 62,295 | $10.7M | 4.38% | +62,295 | New |
| WNY Asset Management, LLC | 62,231 | $10.7M | 1.63% | −2,302−3.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 62,218 | $10.7M | 4.66% | −24,391−28.2% | Reduced |
| Loomis Sayles & Co L P | 62,094 | $10.6M | 0.02% | +4,319+7.5% | Added |
| Wimmer Associates 1, LLC | 62,083 | $10.6M | 5.60% | −300.0% | Reduced |
| SRS Capital Advisors, Inc. | 62,046 | $10.6M | 1.12% | −638−1.0% | Reduced |
| Bright Rock Capital Management, LLC | 62,000 | $10.6M | 2.20% | +12,000+24.0% | Added |
| Compton Wealth Advisory Group, LLC | 61,980 | $10.6M | 2.91% | +437+0.7% | Added |
| Twin Focus Capital Partners, LLC | 61,976 | $10.6M | 2.02% | +350+0.6% | Added |
| Gardner Lewis Asset Management L P | 61,955 | $10.6M | 3.19% | −881−1.4% | Reduced |
| Hartford Financial Management Inc. | 61,925 | $10.6M | 2.24% | +936+1.5% | Added |
| Eastover Investment Advisors LLC | 61,914 | $10.6M | 5.21% | +4,182+7.2% | Added |
| Castle Rock Wealth Management, LLC | 62,645 | $10.6M | 2.90% | +5,700+10.0% | Added |
| Waterloo Capital, L.P. | 61,842 | $10.6M | 1.35% | +5,309+9.4% | Added |
| Torray LLC | 61,728 | $10.6M | 1.58% | −5,609−8.3% | Reduced |
| Apollon Financial, LLC | 61,711 | $10.6M | 3.66% | −810−1.3% | Reduced |
| Evermay Wealth Management LLC | 61,621 | $10.6M | 1.60% | −446−0.7% | Reduced |
| NWK Group, Inc. | 61,543 | $10.6M | 4.95% | +1,013+1.7% | Added |
| Redhawk Wealth Advisors, Inc. | 61,476 | $10.5M | 1.72% | −6,444−9.5% | Reduced |
| Spring Capital Management, LLC | 61,425 | $10.5M | 7.93% | −2,094−3.3% | Reduced |
| Financial Management Network Inc | 62,366 | $10.5M | 2.65% | −1,050−1.7% | Reduced |
| Sculati Wealth Management, LLC | 61,328 | $10.5M | 4.54% | −125−0.2% | Reduced |
| Quantum Financial Advisors, LLC | 61,326 | $10.5M | 1.93% | −496−0.8% | Reduced |
| Chilton Investment Co LLC | 61,273 | $10.5M | 0.29% | −25,343−29.3% | Reduced |
| Willow Creek Wealth Management Inc. | 61,238 | $10.5M | 1.23% | −729−1.2% | Reduced |
| Chronos Wealth Management, LLC | 61,202 | $10.5M | 6.14% | +889+1.5% | Added |
| Capital Advantage, Inc. | 56,329 | $10.5M | 2.13% | −1,933−3.3% | Reduced |
| Revolve Wealth Partners, LLC | 61,085 | $10.5M | 1.79% | −1,029−1.7% | Reduced |
| DeDora Capital, Inc. | 61,077 | $10.5M | 3.33% | −97−0.2% | Reduced |
| Gladius Capital Management LP | 61,042 | $10.5M | 10.33% | +61,042 | New |
| Buckhead Capital Management LLC | 61,019 | $10.5M | 3.54% | +30.0% | Added |
| Credential Qtrade Securities Inc. | 60,956 | $10.5M | 0.56% | +865+1.4% | Added |
| Wealth Dimensions Group, Ltd. | 60,942 | $10.5M | 3.09% | −4,568−7.0% | Reduced |
| Garden State Investment Advisory Services LLC | 61,055 | $10.4M | 3.82% | +192+0.3% | Added |
| Strengthening Families & Communities, LLC | 60,801 | $10.4M | 6.18% | +3,077+5.3% | Added |
| Oak Harbor Wealth Partners, LLC | 60,785 | $10.4M | 3.25% | +60.0% | Added |
| Alpha Family Trust | 60,710 | $10.4M | 6.30% | −1,450−2.3% | Reduced |
| Lederer & Associates Investment Counsel | 60,692 | $10.4M | 7.23% | −227−0.4% | Reduced |
| Eagle Bay Advisors LLC | 60,649 | $10.4M | 6.56% | −367−0.6% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 60,488 | $10.4M | 2.02% | −2,822−4.5% | Reduced |
| Grace & Mercy Foundation, Inc. | 60,300 | $10.3M | 2.63% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 60,230 | $10.3M | 6.38% | +1,866+3.2% | Added |
| Insight Wealth Strategies, LLC | 60,185 | $10.3M | 1.52% | +18,224+43.4% | Added |
| KPP Advisory Services LLC | 60,184 | $10.3M | 2.83% | −1,669−2.7% | Reduced |
| Drive Wealth Management, LLC | 60,163 | $10.3M | 2.89% | −587−1.0% | Reduced |
| Amplius Wealth Advisors, LLC | 60,158 | $10.3M | 1.16% | +501+0.8% | Added |
| Hall Laurie J Trustee | 60,111 | $10.3M | 3.63% | −516−0.9% | Reduced |
| St. Johns Investment Management Company, LLC | 60,097 | $10.3M | 4.94% | −1,844−3.0% | Reduced |
| Symphony Financial, Ltd. Co. | 60,092 | $10.3M | 2.40% | −14,435−19.4% | Reduced |
| Index Fund Advisors, Inc. | 60,022 | $10.3M | 0.57% | +271+0.5% | Added |
| Norden Group LLC | 60,021 | $10.3M | 2.09% | +5,830+10.8% | Added |
| Bell & Brown Wealth Advisors, LLC | 60,016 | $10.3M | 4.41% | −2,912−4.6% | Reduced |
| Core Wealth Partners LLC | 59,872 | $10.3M | 7.76% | +121+0.2% | Added |
| O'Brien Greene & Co. Inc | 59,865 | $10.3M | 3.38% | −1,219−2.0% | Reduced |
| Fortitude Advisory Group L.L.C. | 59,753 | $10.2M | 5.79% | −10,132−14.5% | Reduced |
| Coston, McIsaac & Partners | 59,696 | $10.2M | 3.29% | −68−0.1% | Reduced |
| WealthShield Partners, LLC | 59,665 | $10.2M | 1.65% | +4,169+7.5% | Added |
| Savoie Capital LLC | 59,650 | $10.2M | 1.45% | +10,296+20.9% | Added |
| Ballast, Inc. | 59,573 | $10.2M | 3.23% | +644+1.1% | Added |
| Northside Capital Management, LLC | 59,570 | $10.2M | 1.82% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 59,526 | $10.2M | 1.15% | +1,083+1.9% | Added |
| Titleist Asset Management, LLC | 59,346 | $10.2M | 1.78% | +1,066+1.8% | Added |
| Vanguard Capital Wealth Advisors | 59,345 | $10.2M | 7.16% | −963−1.6% | Reduced |
| Capstone Triton Financial Group, LLC | 59,344 | $10.2M | 7.22% | −4,906−7.6% | Reduced |
| Inspirion Wealth Advisors, LLC | 59,274 | $10.2M | 1.68% | +482+0.8% | Added |
| Wescott Financial Advisory Group, LLC | 59,267 | $10.2M | 1.26% | −19,734−25.0% | Reduced |
| Western Pacific Wealth Management, LP | 59,192 | $10.2M | 7.36% | −673−1.1% | Reduced |
| Evexia Wealth LLC | 57,426 | $10.1M | 4.17% | +848+1.5% | Added |
| Investment Advisory Services Inc | 59,032 | $10.1M | 3.72% | −159−0.3% | Reduced |
| Channel Wealth LLC | 58,943 | $10.1M | 4.06% | +1,187+2.1% | Added |
| Marathon Capital Management | 58,937 | $10.1M | 2.41% | +361+0.6% | Added |
| Capital Performance Advisors LLP | 58,850 | $10.1M | 3.86% | −926−1.5% | Reduced |
| Boston Research & Management Inc | 58,821 | $10.1M | 2.49% | +360+0.6% | Added |
| Pensionmark Financial Group, LLC | 41,542 | $10.1M | 1.44% | −34,642−45.5% | Reduced |
| WealthBridge Capital Management, LLC | 58,681 | $10.1M | 3.39% | −1,436−2.4% | Reduced |
| Blue Edge Capital, LLC | 58,758 | $10.1M | 1.68% | −5,732−8.9% | Reduced |
| Laffer Tengler Investments | 58,514 | $10.0M | 2.59% | +17,974+44.3% | Added |
| Old Point Trust & Financial Services N A | 58,336 | $10.0M | 3.64% | −135−0.2% | Reduced |
| KG&L Capital Management,LLC | 58,219 | $10.0M | 3.97% | −10,881−15.7% | Reduced |
| Walkner Condon Financial Advisors LLC | 58,301 | $10.0M | 2.12% | −249−0.4% | Reduced |
| Transcendent Capital Group LLC | 58,289 | $10.0M | 5.81% | +6,848+13.3% | Added |