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 |
|---|---|---|---|---|---|
| CFS Investment Advisory Services, LLC | 53,454 | $9.17M | 1.54% | +1,813+3.5% | Added |
| Strategic Financial Concepts, LLC | 53,435 | $9.16M | 2.21% | +33,811+172.3% | Added |
| Nkcfo LLC | 53,300 | $9.14M | 5.46% | 00.0% | Unchanged |
| Next Level Private LLC | 53,295 | $9.14M | 4.20% | +2,445+4.8% | Added |
| 626 Financial, LLC | 53,248 | $9.13M | 5.52% | +1,172+2.3% | Added |
| jvl associates llc | 53,135 | $9.11M | 3.75% | −320−0.6% | Reduced |
| Trust Investment Advisors | 53,034 | $9.09M | 6.56% | −2,027−3.7% | Reduced |
| Blue Zone Wealth Advisors, LLC | 53,014 | $9.09M | 3.13% | −93−0.2% | Reduced |
| Owen LaRue, LLC | 52,934 | $9.08M | 5.68% | −4,849−8.4% | Reduced |
| EFG Asset Management (Americas) Corp. | 52,906 | $9.07M | 2.76% | −24,535−31.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 52,854 | $9.06M | 5.03% | −791−1.5% | Reduced |
| Ambassador Advisors, LLC | 52,811 | $9.06M | 1.64% | +15,168+40.3% | Added |
| Stiles Financial Services Inc | 52,754 | $9.05M | 3.63% | −895−1.7% | Reduced |
| Scissortail Wealth Management, LLC | 52,758 | $9.05M | 2.39% | −83,051−61.2% | Reduced |
| Rock Point Advisors, LLC | 52,742 | $9.04M | 2.69% | −1,761−3.2% | Reduced |
| Harbour Investment Management LLC | 52,630 | $9.02M | 4.24% | −398−0.8% | Reduced |
| White Pine Capital LLC | 52,982 | $9.02M | 3.43% | +984+1.9% | Added |
| Ethos Financial Group, LLC | 52,192 | $9.02M | 1.71% | +1,512+3.0% | Added |
| Palogic Value Management, L.P. | 52,552 | $9.01M | 3.90% | −342−0.6% | Reduced |
| TFC Financial Management | 52,533 | $9.01M | 1.60% | +612+1.2% | Added |
| Advocate Group LLC | 52,422 | $8.99M | 1.79% | −4,261−7.5% | Reduced |
| Family Capital Trust Co | 52,418 | $8.99M | 3.08% | −724−1.4% | Reduced |
| MTM Investment Management, LLC | 52,306 | $8.97M | 3.70% | −1,137−2.1% | Reduced |
| Prospect Financial Services LLC | 52,273 | $8.96M | 7.40% | +1,621+3.2% | Added |
| Planning Alternatives Ltd | 52,197 | $8.95M | 1.47% | +210.0% | Added |
| Cove Private Wealth, LLC | 52,041 | $8.92M | 7.62% | +100.0% | Added |
| HBW Advisory Services LLC | 46,346 | $8.92M | 1.67% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 52,023 | $8.92M | 2.66% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 52,003 | $8.92M | 2.53% | +6,932+15.4% | Added |
| Advanced Asset Management Advisors Inc | 51,950 | $8.91M | 2.20% | −509−1.0% | Reduced |
| Gateway Advisory, LLC | 51,932 | $8.91M | 1.56% | +825+1.6% | Added |
| SYSTM Wealth Solutions LLC | 51,893 | $8.90M | 1.12% | −6,822−11.6% | Reduced |
| Cottage Street Advisors LLC | 51,824 | $8.89M | 5.39% | +5,681+12.3% | Added |
| First Business Financial Services, Inc. | 51,765 | $8.88M | 0.95% | −87−0.2% | Reduced |
| Marshall Financial Group LLC | 51,741 | $8.87M | 2.55% | +522+1.0% | Added |
| Brown Capital Management LLC | 51,669 | $8.86M | 0.16% | −925−1.8% | Reduced |
| Overbrook Management Corp | 51,663 | $8.86M | 2.38% | −88,548−63.2% | Reduced |
| Accretive Wealth Partners, LLC | 48,297 | $8.86M | 3.92% | +18,725+63.3% | Added |
| Hollow Brook Wealth Management LLC | 51,642 | $8.86M | 3.28% | −1,756−3.3% | Reduced |
| Slagle Financial, LLC | 51,637 | $8.85M | 4.80% | −34,697−40.2% | Reduced |
| Vise Technologies, Inc. | 51,577 | $8.84M | 1.74% | +4,748+10.1% | Added |
| Wealth Alliance Advisory Group, LLC | 51,564 | $8.84M | 2.05% | +4,413+9.4% | Added |
| Hazlett, Burt & Watson, Inc. | 51,563 | $8.84M | 5.30% | −200−0.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 51,510 | $8.83M | 3.00% | +437+0.9% | Added |
| Peninsula Asset Management Inc | 51,416 | $8.82M | 4.73% | −1,078−2.1% | Reduced |
| Unigestion Holding SA | 51,294 | $8.80M | 0.43% | +7,598+17.4% | Added |
| Affiance Financial, LLC | 51,286 | $8.79M | 2.38% | +1,243+2.5% | Added |
| Caldwell Sutter Capital, Inc. | 51,286 | $8.79M | 4.23% | −5,827−10.2% | Reduced |
| Fountainhead AM, LLC | 51,041 | $8.75M | 2.16% | +2,829+5.9% | Added |
| LBMC Investment Advisors, LLC | 50,997 | $8.74M | 0.76% | +837+1.7% | Added |
| Peninsula Wealth, LLC | 50,987 | $8.74M | 1.74% | −9,324−15.5% | Reduced |
| BigSur Wealth Management LLC | 50,983 | $8.74M | 2.74% | +21,350+72.0% | Added |
| Lebenthal Global Advisors, LLC | 50,958 | $8.74M | 1.94% | −4,149−7.5% | Reduced |
| WealthBridge Investment Counsel Inc. | 50,953 | $8.74M | 3.24% | −1,130−2.2% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 50,915 | $8.73M | 3.58% | +1,561+3.2% | Added |
| Signature Wealth Management Partners, LLC | 50,858 | $8.72M | 7.10% | −2,067−3.9% | Reduced |
| LWMG, LLC | 50,768 | $8.71M | 2.01% | −4,796−8.6% | Reduced |
| McMahon Financial Advisors, LLC | 50,767 | $8.71M | 2.29% | +1,152+2.3% | Added |
| Carl P. Sherr & Co., LLC | 50,752 | $8.70M | 4.91% | −1,049−2.0% | Reduced |
| Allstate Corp | 50,720 | $8.70M | 0.62% | −1,865−3.5% | Reduced |
| Global Trust Asset Management, LLC | 50,606 | $8.68M | 3.56% | −5,443−9.7% | Reduced |
| Rede Wealth, LLC | 50,478 | $8.66M | 3.63% | +140.0% | Added |
| McElhenny Sheffield Capital Management, LLC | 50,112 | $8.65M | 3.08% | −71−0.1% | Reduced |
| Valley Brook Capital Group | 50,374 | $8.64M | 6.90% | −2,587−4.9% | Reduced |
| Beech Hill Advisors, Inc. | 50,331 | $8.63M | 3.59% | −1,347−2.6% | Reduced |
| Bell Bank | 50,322 | $8.63M | 0.74% | +12,423+32.8% | Added |
| Meridian Investment Counsel Inc. | 50,303 | $8.63M | 2.87% | −1,131−2.2% | Reduced |
| CNB Bank | 50,213 | $8.61M | 4.20% | +109+0.2% | Added |
| Chesapeake Wealth Management | 50,196 | $8.61M | 3.14% | −650−1.3% | Reduced |
| Financial Council Asset Management Inc | 50,011 | $8.58M | 5.07% | +1,440+3.0% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 50,000 | $8.57M | 2.03% | 00.0% | Unchanged |
| Waypoint Capital Advisors, LLC | 49,916 | $8.56M | 2.24% | −231−0.5% | Reduced |
| Mystic Asset Management, Inc. | 49,910 | $8.56M | 3.54% | +819+1.7% | Added |
| Key Client Fiduciary Advisors, LLC | 49,858 | $8.55M | 4.54% | +2,886+6.1% | Added |
| Stokes Capital Advisors, LLC | 49,740 | $8.53M | 2.48% | +1,896+4.0% | Added |
| Institutional & Family Asset Management, LLC | 49,735 | $8.53M | 1.36% | +42+0.1% | Added |
| JT Stratford LLC | 49,725 | $8.53M | 1.70% | +1,561+3.2% | Added |
| Silvia McColl Wealth Management, LLC | 50,810 | $8.52M | 7.31% | −115−0.2% | Reduced |
| Arden Trust Co | 49,711 | $8.52M | 1.19% | −2,241−4.3% | Reduced |
| Strong Tower Advisory Services | 50,005 | $8.50M | 3.42% | +1,110+2.3% | Added |
| Cornerstone Capital, Inc. | 49,581 | $8.50M | 0.87% | −2,025−3.9% | Reduced |
| Nia Impact Advisors, LLC | 49,567 | $8.50M | 3.39% | +49,567 | New |
| Silverlake Wealth Management LLC | 49,540 | $8.50M | 4.32% | −4,411−8.2% | Reduced |
| Searcy Financial Services Inc | 49,490 | $8.49M | 4.32% | +1,241+2.6% | Added |
| Modus Advisors, LLC | 49,487 | $8.49M | 3.14% | −2,008−3.9% | Reduced |
| Laraway Financial Inc | 49,421 | $8.47M | 7.47% | −717−1.4% | Reduced |
| Invst, LLC | 49,814 | $8.47M | 1.00% | +404+0.8% | Added |
| Clearwater Capital Advisors, LLC | 49,382 | $8.47M | 0.90% | +454+0.9% | Added |
| DT Investment Partners, LLC | 49,343 | $8.46M | 0.86% | +12,318+33.3% | Added |
| Atlas Private Wealth Advisors | 49,290 | $8.45M | 2.82% | −54,675−52.6% | Reduced |
| Greater Midwest Financial Group, LLC | 49,295 | $8.45M | 5.29% | −4,131−7.7% | Reduced |
| Wealthquest Corp | 49,294 | $8.45M | 0.91% | −1,760−3.4% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 49,294 | $8.45M | 2.54% | +1,552+3.3% | Added |
| Atticus Wealth Management, LLC | 49,277 | $8.45M | 2.76% | −4,167−7.8% | Reduced |
| Bright Futures Wealth Management, LLC. | 39,368 | $8.43M | 4.56% | +39,368 | New |
| Wealth Advisors of Tampa Bay, LLC | 49,107 | $8.42M | 4.00% | −1,804−3.5% | Reduced |
| Cetera Trust Company, N.A | 49,066 | $8.41M | 5.06% | −1,200−2.4% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 44,013 | $8.41M | 0.99% | +2,900+7.1% | Added |
| United Advisor Group, LLC | 48,907 | $8.39M | 3.15% | +48,907 | New |
| Highview Capital Management LLC | 48,834 | $8.37M | 3.77% | +1,605+3.4% | Added |