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 |
|---|---|---|---|---|---|
| Bank of Stockton | 44,338 | $7.60M | 2.35% | −438−1.0% | Reduced |
| United Bank | 44,310 | $7.60M | 3.86% | +916+2.1% | Added |
| Trinity Legacy Partners, LLC | 44,263 | $7.59M | 2.22% | −3,933−8.2% | Reduced |
| Centerpoint Advisors, LLC | 44,252 | $7.59M | 2.84% | −336−0.8% | Reduced |
| Jmac Enterprises LLC | 44,236 | $7.59M | 1.41% | −1,480−3.2% | Reduced |
| Hudson Canyon Capital Management | 44,200 | $7.58M | 4.87% | +983+2.3% | Added |
| Palumbo Wealth Management LLC | 44,174 | $7.58M | 3.39% | −366−0.8% | Reduced |
| Next Century Growth Investors LLC | 44,166 | $7.57M | 0.66% | −19,031−30.1% | Reduced |
| Drexel Morgan & Co. | 44,102 | $7.56M | 1.56% | +150+0.3% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 41,202 | $7.56M | 3.47% | +3,601+9.6% | Added |
| Baxter Bros Inc | 44,059 | $7.56M | 0.97% | −11,724−21.0% | Reduced |
| Providence Wealth Advisors, LLC | 44,653 | $7.55M | 6.44% | +42,737+2,230.5% | Added |
| Tranquility Partners, LLC | 44,007 | $7.55M | 2.92% | +3,589+8.9% | Added |
| Advisors Management Group Inc | 43,953 | $7.54M | 1.87% | +1,717+4.1% | Added |
| Gemmer Asset Management LLC | 43,949 | $7.54M | 0.88% | +863+2.0% | Added |
| Smallwood Wealth Investment Management, LLC | 43,926 | $7.53M | 5.84% | +1,239+2.9% | Added |
| Planning Directions Inc | 43,913 | $7.53M | 5.23% | −134−0.3% | Reduced |
| Alera Investment Advisors, LLC | 43,904 | $7.53M | 1.02% | −8,632−16.4% | Reduced |
| Pine Haven Investment Counsel, Inc | 43,891 | $7.53M | 6.62% | −513−1.2% | Reduced |
| Beacon Financial Group | 43,875 | $7.52M | 0.86% | −2,336−5.1% | Reduced |
| Zweig-DiMenna Associates LLC | 43,858 | $7.52M | 0.67% | −1,042−2.3% | Reduced |
| Spreng Capital Management, Inc. | 43,857 | $7.52M | 4.05% | +2,090+5.0% | Added |
| North Growth Management Ltd. | 44,000 | $7.52M | 1.44% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 43,804 | $7.51M | 2.69% | −210−0.5% | Reduced |
| Baker Ellis Asset Management LLC | 43,721 | $7.50M | 1.12% | −2,044−4.5% | Reduced |
| Thrive Wealth Management, LLC | 43,669 | $7.49M | 1.55% | +563+1.3% | Added |
| Parkside Advisors LLC | 43,632 | $7.48M | 1.93% | −933−2.1% | Reduced |
| Joseph P. Lucia & Associates, LLC | 43,626 | $7.48M | 4.01% | +466+1.1% | Added |
| Morling Financial Advisors, LLC | 43,594 | $7.48M | 4.27% | −721−1.6% | Reduced |
| Integrated Investment Consultants, LLC | 43,506 | $7.46M | 2.05% | −478−1.1% | Reduced |
| Cadent Capital Advisors, LLC | 43,457 | $7.45M | 2.98% | +8,877+25.7% | Added |
| Summit Asset Management, LLC | 43,439 | $7.45M | 1.60% | +625+1.5% | Added |
| Atlas Private Wealth Management | 43,307 | $7.43M | 3.12% | −2,376−5.2% | Reduced |
| Oxler Private Wealth LLC | 43,257 | $7.42M | 2.91% | +1,646+4.0% | Added |
| Morningstar Investment Services LLC | 42,758 | $7.41M | 0.08% | −32,425−43.1% | Reduced |
| ABLE Financial Group, LLC | 43,179 | $7.40M | 2.91% | −1,951−4.3% | Reduced |
| ROI Financial Advisors, LLC | 43,140 | $7.40M | 5.82% | −3,310−7.1% | Reduced |
| Burke & Herbert Bank & Trust Co | 43,106 | $7.39M | 5.56% | −5,738−11.7% | Reduced |
| White Pine Investment CO | 43,061 | $7.38M | 2.18% | −2,569−5.6% | Reduced |
| Aurora Investment Managers, LLC. | 43,060 | $7.38M | 5.43% | −1,680−3.8% | Reduced |
| Headinvest, LLC | 43,059 | $7.38M | 1.44% | −7,041−14.1% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 43,036 | $7.38M | 1.03% | +862+2.0% | Added |
| Sage Advisors, LLC | 42,987 | $7.37M | 6.56% | −11,579−21.2% | Reduced |
| Chapman Investment Management, LLC | 42,986 | $7.37M | 5.43% | −1,884−4.2% | Reduced |
| Freedom Day Solutions, LLC | 42,968 | $7.37M | 2.61% | −1,026−2.3% | Reduced |
| Clarus Wealth Advisors | 43,914 | $7.37M | 4.17% | −1,307−2.9% | Reduced |
| Goepper Burkhardt LLC | 40,245 | $7.37M | 3.43% | −940−2.3% | Reduced |
| Lavaca Capital LLC | 42,930 | $7.36M | 4.49% | +27,111+171.4% | Added |
| Bourgeon Capital Management LLC | 42,908 | $7.36M | 1.44% | −157−0.4% | Reduced |
| Emfo, LLC | 42,866 | $7.35M | 6.73% | +500+1.2% | Added |
| BHK Investment Advisors, LLC | 42,799 | $7.34M | 2.82% | +1,490+3.6% | Added |
| Chemung Canal Trust Co | 42,776 | $7.34M | 1.42% | −21,521−33.5% | Reduced |
| Old North State Trust, LLC | 42,760 | $7.33M | 6.20% | +42,760 | New |
| Cheviot Value Management, LLC | 42,703 | $7.32M | 1.61% | −1,530−3.5% | Reduced |
| SWP Financial LLC | 42,691 | $7.32M | 5.13% | +8,158+23.6% | Added |
| Acas, LLC | 42,682 | $7.32M | 7.08% | +387+0.9% | Added |
| FPC Investment Advisory, Inc. | 43,230 | $7.31M | 7.20% | +43,230 | New |
| Wayfinding Financial, LLC | 39,970 | $7.30M | 4.27% | +220+0.6% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 42,481 | $7.28M | 3.11% | −615−1.4% | Reduced |
| Johnson Bixby & Associates, LLC | 42,450 | $7.28M | 1.27% | −104−0.2% | Reduced |
| Cresta Advisors, Ltd. | 42,421 | $7.27M | 4.61% | +238+0.6% | Added |
| Oder Investment Management, LLC | 42,398 | $7.27M | 6.77% | −144−0.3% | Reduced |
| Garner Asset Management Corp | 42,324 | $7.26M | 3.70% | +3,674+9.5% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 42,718 | $7.26M | 3.06% | −1,242−2.8% | Reduced |
| Security Financial Services, INC. | 42,218 | $7.24M | 1.63% | +229+0.5% | Added |
| US Asset Management LLC | 42,195 | $7.24M | 6.52% | −675−1.6% | Reduced |
| My Legacy Advisors, LLC | 42,130 | $7.22M | 2.42% | −3,709−8.1% | Reduced |
| Palmer Knight Co | 42,124 | $7.22M | 3.52% | +436+1.0% | Added |
| GP Brinson Investments LLC | 42,000 | $7.20M | 3.08% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 41,921 | $7.19M | 3.13% | −1,147−2.7% | Reduced |
| ERn Financial, LLC | 41,893 | $7.18M | 1.25% | +809+2.0% | Added |
| Intrepid Financial Planning Group LLC | 41,814 | $7.17M | 3.10% | −138−0.3% | Reduced |
| Family Legacy, Inc. | 41,805 | $7.17M | 2.58% | −2,383−5.4% | Reduced |
| KKM Financial LLC | 41,760 | $7.16M | 3.49% | +3,101+8.0% | Added |
| Townsend Asset Management Corp | 41,700 | $7.15M | 2.84% | +220+0.5% | Added |
| Riverview Trust Co | 41,697 | $7.15M | 5.51% | +68+0.2% | Added |
| WestHill Financial Advisors, Inc. | 41,664 | $7.14M | 1.76% | −1,635−3.8% | Reduced |
| NFP Retirement, Inc. | 41,543 | $7.12M | 0.61% | +4,556+12.3% | Added |
| Meritas Wealth Management, LLC | 41,527 | $7.12M | 4.96% | +150+0.4% | Added |
| Woodard & Co Asset Management Group Inc | 41,518 | $7.12M | 1.90% | −119−0.3% | Reduced |
| Ravenstone Capital Management Inc. | 41,506 | $7.12M | 4.74% | +270+0.7% | Added |
| Virtu Financial LLC | 41,504 | $7.12M | 0.54% | +15,124+57.3% | Added |
| Bank Hapoalim BM | 41,487 | $7.11M | 0.92% | −8,015−16.2% | Reduced |
| Safeguard Investment Advisory Group, LLC | 41,468 | $7.11M | 2.41% | +302+0.7% | Added |
| Amarillo National Bank | 41,436 | $7.11M | 1.33% | −1,138−2.7% | Reduced |
| Blackhawk Capital Partners LLC. | 41,423 | $7.10M | 4.43% | −1,007−2.4% | Reduced |
| Saxon Interests, Inc. | 41,398 | $7.10M | 3.38% | +3,383+8.9% | Added |
| Martin & Co Inc | 41,396 | $7.10M | 1.73% | −11,701−22.0% | Reduced |
| Northcape Wealth Management, LLC | 41,388 | $7.10M | 2.59% | −5,404−11.5% | Reduced |
| Gray Wealth Management Inc. | 41,350 | $7.09M | 3.17% | +575+1.4% | Added |
| Fullerton Fund Management Co Ltd. | 41,282 | $7.08M | 0.34% | −1,345−3.2% | Reduced |
| Processus Wealth & Capital Management, LLC | 41,275 | $7.08M | 6.27% | +4,330+11.7% | Added |
| Leeward Financial Partners, LLC | 41,225 | $7.07M | 2.99% | −6,970−14.5% | Reduced |
| Strategic Advocates LLC | 41,203 | $7.07M | 2.72% | −17,308−29.6% | Reduced |
| Horst & Graben Wealth Management LLC | 41,095 | $7.05M | 1.43% | −726−1.7% | Reduced |
| IFG Advisors, LLC | 41,042 | $7.04M | 1.82% | +130+0.3% | Added |
| One Day In July LLC | 41,015 | $7.03M | 0.93% | +3,040+8.0% | Added |
| Pinnacle West Asset Management, Inc. | 40,975 | $7.03M | 5.58% | −1,120−2.7% | Reduced |
| Garrett Investment Advisors LLC | 40,952 | $7.02M | 0.89% | +2,273+5.9% | Added |
| Financial Strategies Group, Inc. | 41,318 | $7.01M | 1.88% | +10,269+33.1% | Added |