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 |
|---|---|---|---|---|---|
| Lafayette Investments, Inc. | 58,273 | $9.99M | 2.24% | +956+1.7% | Added |
| Old Second National Bank of Aurora | 58,264 | $9.99M | 2.60% | −8,764−13.1% | Reduced |
| First Community Trust NA | 58,214 | $9.98M | 9.39% | +287+0.5% | Added |
| Advisor Resource Council | 52,075 | $9.97M | 4.23% | −58,302−52.8% | Reduced |
| Bellevue Asset Management, LLC | 58,102 | $9.96M | 5.66% | −751−1.3% | Reduced |
| Lincoln Capital LLC | 58,025 | $9.95M | 2.21% | −342−0.6% | Reduced |
| Peoples Financial Services Corp. | 57,998 | $9.95M | 4.32% | −3,910−6.3% | Reduced |
| WS Portfolio Advisory, LLC | 57,651 | $9.89M | 1.75% | +30,474+112.1% | Added |
| Carderock Capital Management Inc | 57,633 | $9.88M | 2.77% | −19,630−25.4% | Reduced |
| Sage Rhino Capital LLC | 57,603 | $9.88M | 2.33% | −1,560−2.6% | Reduced |
| Gries Financial LLC | 57,591 | $9.88M | 1.65% | +15,347+36.3% | Added |
| Carmel Capital Management L.L.C. | 57,507 | $9.86M | 4.05% | −7,907−12.1% | Reduced |
| Port Capital LLC | 57,449 | $9.85M | 0.49% | −2,576−4.3% | Reduced |
| SJS Investment Consulting Inc. | 57,447 | $9.85M | 1.97% | −346−0.6% | Reduced |
| Arbor Investment Advisors, LLC | 57,425 | $9.85M | 1.44% | −1,127−1.9% | Reduced |
| Abbot Financial Management, Inc. | 57,408 | $9.84M | 5.43% | +443+0.8% | Added |
| Texas Capital Bancshares Inc | 57,288 | $9.82M | 4.46% | −500−0.9% | Reduced |
| Provenance Wealth Advisors, LLC | 57,286 | $9.82M | 1.38% | +2,577+4.7% | Added |
| McIlrath & Eck, LLC | 57,281 | $9.82M | 1.56% | +2,178+4.0% | Added |
| Timber Creek Capital Management LLC | 57,274 | $9.82M | 3.07% | +2,115+3.8% | Added |
| Legato Capital Management LLC | 57,263 | $9.82M | 1.18% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 57,224 | $9.81M | 1.12% | +2,522+4.6% | Added |
| Virtue Capital Management, LLC | 55,679 | $9.80M | 1.77% | +14,588+35.5% | Added |
| Clay Northam Wealth Management, LLC | 57,077 | $9.79M | 7.88% | −332−0.6% | Reduced |
| Sterling Investment Counsel, LLC | 57,049 | $9.78M | 4.52% | −11,199−16.4% | Reduced |
| City State Bank | 57,036 | $9.78M | 4.32% | −263−0.5% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 56,995 | $9.77M | 5.43% | −4,899−7.9% | Reduced |
| Sawyer & Company, Inc | 56,940 | $9.76M | 3.90% | −66−0.1% | Reduced |
| Kensington Investment Counsel, LLC | 56,854 | $9.75M | 4.45% | +1,779+3.2% | Added |
| Excalibur Management Corp | 56,849 | $9.75M | 4.13% | −208−0.4% | Reduced |
| Jarislowsky, Fraser Ltd | 56,906 | $9.75M | 0.06% | −10,499−15.6% | Reduced |
| Alkeon Capital Management LLC | 56,627 | $9.71M | 0.05% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 56,580 | $9.70M | 7.45% | −4,130−6.8% | Reduced |
| Tyler-Stone Wealth Management | 56,560 | $9.70M | 4.31% | −2,046−3.5% | Reduced |
| TLW Wealth Management, LLC | 56,499 | $9.69M | 6.17% | +60+0.1% | Added |
| Sterling Financial Group, Inc. | 56,469 | $9.68M | 4.60% | +70.0% | Added |
| Wealth Management Partners, LLC | 56,451 | $9.68M | 4.92% | −2,014−3.4% | Reduced |
| CV Advisors LLC | 56,398 | $9.67M | 5.82% | +8,452+17.6% | Added |
| Delta Asset Management LLC | 56,266 | $9.65M | 0.85% | −386−0.7% | Reduced |
| Private Portfolio Partners LLC | 56,197 | $9.64M | 2.01% | +509+0.9% | Added |
| Trail Ridge Investment Advisors, LLC | 56,112 | $9.62M | 5.44% | −1,331−2.3% | Reduced |
| Alaethes Wealth LLC | 56,048 | $9.61M | 4.20% | −639−1.1% | Reduced |
| EULAV Asset Management | 56,048 | $9.61M | 0.26% | −3,962−6.6% | Reduced |
| Roberts Capital Advisors, LLC | 55,974 | $9.60M | 9.21% | +55,974 | New |
| Seamount Financial Group Inc | 55,922 | $9.59M | 8.41% | −1,428−2.5% | Reduced |
| Somerset Trust Co | 55,827 | $9.57M | 3.91% | +471+0.9% | Added |
| Turtle Creek Wealth Advisors, LLC | 55,670 | $9.55M | 2.34% | +7,843+16.4% | Added |
| Asio Capital, LLC | 55,618 | $9.54M | 2.02% | +830+1.5% | Added |
| Satovsky Asset Management LLC | 55,635 | $9.54M | 2.79% | −3,154−5.4% | Reduced |
| Yoder Wealth Management, Inc. | 55,581 | $9.53M | 6.22% | −760−1.3% | Reduced |
| Harbor Advisory Corp | 55,520 | $9.52M | 3.24% | −456−0.8% | Reduced |
| Foster Victor Wealth Advisors, LLC | 54,334 | $9.51M | 0.87% | +2,350+4.5% | Added |
| Cherry Creek Investment Advisors, Inc. | 55,447 | $9.51M | 5.15% | −962−1.7% | Reduced |
| Alhambra Investment Partners LLC | 55,416 | $9.50M | 5.20% | −503−0.9% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 55,348 | $9.49M | 2.82% | +1,182+2.2% | Added |
| Noked Israel Ltd | 55,200 | $9.47M | 2.54% | −25,000−31.2% | Reduced |
| Eukles Asset Management | 55,126 | $9.45M | 4.11% | +1,849+3.5% | Added |
| Tenere Capital LLC | 55,125 | $9.45M | 2.81% | +55,125 | New |
| Tradewinds, LLC. | 55,116 | $9.45M | 8.38% | +55,116 | New |
| Sugarloaf Wealth Management, LLC | 55,070 | $9.44M | 1.96% | +131+0.2% | Added |
| Davidson Trust Co | 55,059 | $9.44M | 5.50% | +500+0.9% | Added |
| First United Bank Trust | 54,994 | $9.43M | 3.49% | −93−0.2% | Reduced |
| Citizens & Northern Corp | 54,993 | $9.43M | 3.19% | −1,834−3.2% | Reduced |
| Connable Office Inc | 54,974 | $9.43M | 1.07% | −4,027−6.8% | Reduced |
| Zimmermann Investment Management & Planning LLC | 54,865 | $9.41M | 3.39% | −398−0.7% | Reduced |
| Dover Advisors, LLC | 54,849 | $9.41M | 6.44% | +18,509+50.9% | Added |
| Levy Wealth Management Group, LLC | 48,837 | $9.40M | 2.64% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 54,767 | $9.39M | 3.29% | +195+0.4% | Added |
| Eagle Capital Management, LLC | 54,760 | $9.39M | 4.23% | −767−1.4% | Reduced |
| Concord Asset Management, LLC | 54,751 | $9.39M | 2.47% | +10,006+22.4% | Added |
| Lincoln Capital Corp | 54,736 | $9.39M | 4.11% | −467−0.8% | Reduced |
| Parkside Investments, LLC | 54,734 | $9.39M | 1.49% | −44,046−44.6% | Reduced |
| Abundance Wealth Counselors | 54,712 | $9.38M | 2.16% | −195−0.4% | Reduced |
| Graphene Investments SAS | 54,700 | $9.38M | 5.65% | +5,600+11.4% | Added |
| Financial Security Advisor, Inc. | 54,639 | $9.37M | 3.27% | −693−1.3% | Reduced |
| Orleans Capital Management Corp | 54,626 | $9.37M | 6.15% | −8,670−13.7% | Reduced |
| Benson Investment Management Company, Inc. | 54,623 | $9.37M | 3.98% | +936+1.7% | Added |
| Concentric Wealth Management, LLC | 54,610 | $9.36M | 2.49% | +6,034+12.4% | Added |
| Bonness Enterprises Inc | 54,440 | $9.34M | 3.37% | 00.0% | Unchanged |
| DMG Group, LLC | 54,436 | $9.33M | 8.06% | +1,462+2.8% | Added |
| Sovereign Financial Group, Inc. | 54,414 | $9.33M | 2.48% | +3,825+7.6% | Added |
| Menlo Advisors LLC | 54,411 | $9.33M | 5.34% | −500−0.9% | Reduced |
| Parisi Gray Wealth Management | 54,346 | $9.32M | 3.50% | −162−0.3% | Reduced |
| High Falls Advisors, Inc | 54,317 | $9.31M | 2.34% | −1,461−2.6% | Reduced |
| SPC Financial, Inc. | 54,269 | $9.31M | 0.87% | −2,059−3.7% | Reduced |
| Roman Butler Fullerton & Co | 56,083 | $9.30M | 3.49% | −1,578−2.7% | Reduced |
| CoreFirst Bank & Trust | 54,167 | $9.29M | 5.81% | −1,459−2.6% | Reduced |
| Clarus Group, Inc. | 54,028 | $9.26M | 6.49% | +532+1.0% | Added |
| Princeton Global Asset Management LLC | 53,981 | $9.26M | 2.20% | −4,836−8.2% | Reduced |
| Orion Capital Management LLC | 53,945 | $9.25M | 4.93% | −12,084−18.3% | Reduced |
| Merrion Investment Management Co, LLC | 53,926 | $9.25M | 6.61% | −1,160−2.1% | Reduced |
| Eagle Ridge Investment Management | 53,921 | $9.25M | 0.85% | −78−0.1% | Reduced |
| Thomas Story & Son LLC | 53,846 | $9.23M | 3.90% | −200.0% | Reduced |
| Darwin Advisors, LLC | 53,816 | $9.23M | 2.57% | −933−1.7% | Reduced |
| Xcel Wealth Management, LLC | 53,726 | $9.21M | 2.88% | −326−0.6% | Reduced |
| Montgomery Investment Management Inc | 53,712 | $9.21M | 3.51% | −10,623−16.5% | Reduced |
| McLean Asset Management Corp | 54,262 | $9.21M | 3.15% | −459−0.8% | Reduced |
| REDW Wealth LLC | 53,680 | $9.20M | 2.48% | −1,658−3.0% | Reduced |
| Buffington Mohr McNeal | 53,664 | $9.20M | 1.67% | +3,855+7.7% | Added |
| Invesco, LLC | 53,455 | $9.17M | 3.90% | +947+1.8% | Added |