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 |
|---|---|---|---|---|---|
| Purus Wealth Management, LLC | 48,833 | $8.37M | 4.13% | −181−0.4% | Reduced |
| Riggs Asset Managment Co. Inc. | 48,736 | $8.36M | 2.44% | −2,789−5.4% | Reduced |
| Derbend Asset Management | 48,722 | $8.35M | 4.12% | +3,589+8.0% | Added |
| Gilbert & Cook, Inc. | 48,717 | $8.35M | 1.14% | +5,507+12.7% | Added |
| American Trust Investment Advisors, LLC | 48,680 | $8.35M | 3.98% | −1,471−2.9% | Reduced |
| Enterprise Financial Services Corp | 48,554 | $8.33M | 5.01% | −1,309−2.6% | Reduced |
| Financial Enhancement Group LLC | 47,145 | $8.32M | 1.37% | −1,035−2.1% | Reduced |
| Childress Capital Advisors, LLC | 48,444 | $8.31M | 2.41% | −4,030−7.7% | Reduced |
| REAP Financial Group, LLC | 48,433 | $8.31M | 2.28% | −256−0.5% | Reduced |
| Marino, Stram & Associates LLC | 48,363 | $8.29M | 1.96% | −1,053−2.1% | Reduced |
| Banco BTG Pactual S.A. | 48,268 | $8.28M | 2.58% | +48,268 | New |
| Security National Bank of So Dak | 48,247 | $8.27M | 4.98% | −657−1.3% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 48,230 | $8.27M | 2.84% | +8,834+22.4% | Added |
| TSFG, LLC | 48,218 | $8.27M | 2.08% | −1,859−3.7% | Reduced |
| Ellerson Group Inc | 48,166 | $8.26M | 6.31% | −1,565−3.1% | Reduced |
| Patron Partners Advisors, LLC | 48,158 | $8.26M | 5.03% | +265+0.6% | Added |
| CVA Family Office, LLC | 48,055 | $8.24M | 1.47% | −379−0.8% | Reduced |
| One Wealth Management Investment & Advisory Services, LLC | 48,052 | $8.24M | 3.38% | −3,650−7.1% | Reduced |
| Gs Investments, Inc. | 48,001 | $8.23M | 3.97% | −40.0% | Reduced |
| West Wealth Group, LLC | 47,997 | $8.23M | 3.05% | −1,998−4.0% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 47,956 | $8.22M | 0.36% | +970+2.1% | Added |
| Shepherd Kaplan Krochuk, LLC | 47,824 | $8.20M | 6.55% | +30.0% | Added |
| LCM Capital Management Inc | 47,772 | $8.19M | 5.29% | +237+0.5% | Added |
| Sandy Cove Advisors, LLC | 47,694 | $8.18M | 3.77% | +6,796+16.6% | Added |
| FCG Investment Co | 47,600 | $8.16M | 6.53% | +3,582+8.1% | Added |
| First County Bank | 47,568 | $8.16M | 3.99% | −5,963−11.1% | Reduced |
| Cypress Capital, LLC | 47,503 | $8.15M | 2.23% | +3,573+8.1% | Added |
| Syntegra Private Wealth Group, LLC | 47,313 | $8.11M | 1.05% | +1,438+3.1% | Added |
| Pettinga Financial Advisors, LLC | 47,141 | $8.08M | 2.06% | −910−1.9% | Reduced |
| Norway Savings Bank | 47,130 | $8.08M | 3.37% | +815+1.8% | Added |
| Spirit of America Management Corp | 46,982 | $8.06M | 1.62% | −1,750−3.6% | Reduced |
| Gordian Capital Singapore Pte Ltd | 46,949 | $8.05M | 5.99% | +13,470+40.2% | Added |
| Gunn & Co Investment Management, Inc. | 46,944 | $8.05M | 6.05% | −496,342−91.4% | Reduced |
| Diversified, LLC | 46,915 | $8.04M | 1.11% | −411−0.9% | Reduced |
| Kowal Investment Group, LLC | 46,816 | $8.03M | 1.73% | +630+1.4% | Added |
| Heartland Bank & Trust Co | 46,732 | $8.01M | 4.66% | −3,210−6.4% | Reduced |
| Encompass Wealth Advisors, LLC | 46,638 | $8.00M | 2.12% | +9,655+26.1% | Added |
| WT Wealth Management | 46,544 | $7.98M | 2.85% | +7,971+20.7% | Added |
| Spinnaker Investment Group, LLC | 46,510 | $7.98M | 2.24% | −6,627−12.5% | Reduced |
| Vista Investment Partners LLC | 46,480 | $7.97M | 2.74% | −6,845−12.8% | Reduced |
| HHM Wealth Advisors, LLC | 46,451 | $7.97M | 1.31% | +41+0.1% | Added |
| RPg Family Wealth Advisory, LLC | 46,450 | $7.97M | 2.52% | −358−0.8% | Reduced |
| Prosperitas Financial LLC | 46,431 | $7.96M | 5.10% | −5,535−10.7% | Reduced |
| Lynch & Associates | 46,418 | $7.96M | 1.84% | −1,317−2.8% | Reduced |
| Beacon Capital Management, LLC | 46,350 | $7.95M | 1.63% | +1,409+3.1% | Added |
| Cohen Investment Advisors LLC | 46,335 | $7.95M | 5.15% | +951+2.1% | Added |
| CenterBook Partners LP | 46,284 | $7.94M | 0.55% | +46,284 | New |
| Genesee Capital Advisors, LLC | 46,280 | $7.94M | 4.34% | −631−1.3% | Reduced |
| Wisconsin Capital Management LLC | 46,279 | $7.94M | 4.17% | −4,213−8.3% | Reduced |
| Empire Financial Management Company, LLC | 46,199 | $7.92M | 2.62% | +5,942+14.8% | Added |
| West Michigan Advisors, LLC | 46,122 | $7.91M | 2.57% | +1,215+2.7% | Added |
| Thompson Investment Management, Inc. | 46,115 | $7.91M | 1.20% | −1,007−2.1% | Reduced |
| Delaney Dennis R | 46,091 | $7.90M | 4.31% | +25+0.1% | Added |
| Painted Porch Advisors LLC | 46,065 | $7.90M | 4.83% | +7,692+20.0% | Added |
| Clear Creek Financial Management, LLC | 45,945 | $7.88M | 1.01% | +2,712+6.3% | Added |
| Peak Financial Management, Inc. | 45,866 | $7.87M | 2.49% | −5,513−10.7% | Reduced |
| Investmark Advisory Group LLC | 45,814 | $7.86M | 4.31% | −735−1.6% | Reduced |
| Headlands Technologies LLC | 45,808 | $7.86M | 1.89% | −176,118−79.4% | Reduced |
| Capital Advisors Wealth Management, LLC | 45,786 | $7.85M | 1.63% | −1,928−4.0% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 45,747 | $7.85M | 2.05% | +24,428+114.6% | Added |
| Canopy Partners, LLC | 45,738 | $7.84M | 3.83% | +2,683+6.2% | Added |
| GSB Wealth Management, LLC | 45,733 | $7.84M | 2.21% | +302+0.7% | Added |
| Delap Wealth Advisory, LLC | 45,669 | $7.83M | 3.16% | +27,065+145.5% | Added |
| Congress Park Capital LLC | 45,651 | $7.83M | 3.46% | −5,839−11.3% | Reduced |
| William Allan, LLC | 45,620 | $7.82M | 5.20% | +891+2.0% | Added |
| Wolf Group Capital Advisors | 40,306 | $7.82M | 3.72% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 45,477 | $7.80M | 6.54% | +45,477 | New |
| Sonata Capital Group Inc | 45,473 | $7.80M | 3.55% | −676−1.5% | Reduced |
| Milestone Asset Management, LLC | 45,460 | $7.80M | 2.23% | +38,000+509.4% | Added |
| Portland Global Advisors LLC | 45,426 | $7.79M | 1.06% | −4,291−8.6% | Reduced |
| Pacific Sun Financial Corp | 45,426 | $7.79M | 4.54% | +4,846+11.9% | Added |
| Shorepath Capital Management LLC | 45,394 | $7.78M | 6.15% | +11,082+32.3% | Added |
| Atlas Capital Advisors LLC | 45,381 | $7.78M | 1.22% | −27,823−38.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 45,324 | $7.77M | 0.33% | −3,040−6.3% | Reduced |
| Intact Investment Management Inc. | 45,300 | $7.77M | 0.31% | +1,800+4.1% | Added |
| Asset Management Advisors, LLC | 45,277 | $7.76M | 6.03% | −690−1.5% | Reduced |
| Game Plan Financial Advisors, LLC | 45,260 | $7.76M | 3.93% | +333+0.7% | Added |
| Ceera Investments, LLC | 45,218 | $7.75M | 3.40% | −85−0.2% | Reduced |
| Agate Pass Investment Management, LLC | 45,212 | $7.75M | 4.16% | +1,098+2.5% | Added |
| Northwest Wealth Management, LLC | 45,135 | $7.74M | 2.12% | +6,050+15.5% | Added |
| Patriot Investment Management Inc. | 45,048 | $7.72M | 0.61% | −2,368−5.0% | Reduced |
| BKM Wealth Management, LLC | 45,006 | $7.72M | 3.32% | +1,143+2.6% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 45,004 | $7.72M | 1.49% | +1,982+4.6% | Added |
| KP Management LLC | 45,000 | $7.72M | 3.31% | 00.0% | Unchanged |
| Deuterium Capital Management, LLC | 45,000 | $7.72M | 13.77% | +18,000+66.7% | Added |
| Maytus Capital Management, LLC | 45,000 | $7.72M | 3.27% | +45,000 | New |
| Matisse Capital | 44,945 | $7.71M | 3.71% | −357−0.8% | Reduced |
| DAGCO, Inc. | 44,875 | $7.70M | 3.50% | +42,159+1,552.2% | Added |
| Sandhill Capital Partners LLC | 44,825 | $7.69M | 0.62% | −470−1.0% | Reduced |
| Cross Staff Investments Inc | 44,780 | $7.68M | 6.47% | −398−0.9% | Reduced |
| Custom Index Systems, LLC | 44,691 | $7.66M | 4.36% | +582+1.3% | Added |
| East Coast Asset Management, LLC. | 44,650 | $7.66M | 2.79% | −53−0.1% | Reduced |
| Founders Capital Management | 44,647 | $7.66M | 5.17% | −348−0.8% | Reduced |
| Opinicus Capital, Inc. | 44,631 | $7.65M | 6.78% | +309+0.7% | Added |
| Hixon Zuercher, LLC | 44,549 | $7.64M | 3.23% | −3,606−7.5% | Reduced |
| Reliant Investment Management, LLC | 44,533 | $7.64M | 3.58% | −117−0.3% | Reduced |
| Lloyd Advisory Services, LLC. | 44,525 | $7.64M | 1.63% | +35,390+387.4% | Added |
| RBA Wealth Management, LLC | 44,506 | $7.63M | 3.09% | +626+1.4% | Added |
| Next Capital Management LLC | 44,461 | $7.62M | 3.10% | +8,953+25.2% | Added |
| Asahi Life Asset Management Co., Ltd. | 44,350 | $7.61M | 4.56% | −6,595−12.9% | Reduced |