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 |
|---|---|---|---|---|---|
| Hilltop National Bank | 40,881 | $7.01M | 2.38% | +40,881 | New |
| Acima Private Wealth, LLC | 40,860 | $7.01M | 2.58% | −2,980−6.8% | Reduced |
| Colorado Capital Management, Inc. | 40,820 | $7.00M | 4.05% | +2,842+7.5% | Added |
| PBMares Wealth Management LLC | 40,807 | $7.00M | 1.82% | +995+2.5% | Added |
| Lindenwold Advisors | 40,764 | $6.99M | 3.74% | −1,272−3.0% | Reduced |
| D.B. Root & Company, LLC | 40,757 | $6.99M | 2.36% | −5,221−11.4% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 40,756 | $6.99M | 2.96% | +3,214+8.6% | Added |
| Ascension Asset Management LLC | 40,649 | $6.97M | 3.76% | +40,649 | New |
| Resurgent Financial Advisors LLC | 40,631 | $6.97M | 3.72% | −54−0.1% | Reduced |
| Ayalon Holdings Ltd. | 40,631 | $6.97M | 2.32% | −11,318−21.8% | Reduced |
| Stanley-Laman Group, Ltd. | 40,557 | $6.95M | 0.98% | +1,521+3.9% | Added |
| Wormser Freres Gestion | 39,908 | $6.95M | 4.76% | +1,104+2.8% | Added |
| C2C Wealth Management, LLC | 40,523 | $6.95M | 6.89% | −11,187−21.6% | Reduced |
| Alta Advisers Ltd | 40,500 | $6.94M | 3.44% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 40,499 | $6.94M | 3.42% | −780−1.9% | Reduced |
| Piscataqua Savings Bank | 40,494 | $6.94M | 6.13% | −513−1.3% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 40,431 | $6.93M | 4.67% | +42+0.1% | Added |
| Schneider Downs Wealth Management Advisors, LP | 40,428 | $6.93M | 1.60% | +11,477+39.6% | Added |
| Rodgers Brothers Inc. | 40,417 | $6.93M | 0.95% | +3,891+10.7% | Added |
| Vance Wealth, Inc. | 40,281 | $6.91M | 2.75% | +196+0.5% | Added |
| Sutton Place Investors LLC | 40,251 | $6.90M | 3.42% | +20,776+106.7% | Added |
| Integris Wealth Management, LLC | 40,174 | $6.89M | 1.90% | +212+0.5% | Added |
| Boyer & Corporon Wealth Management, LLC | 40,169 | $6.89M | 2.37% | −2,012−4.8% | Reduced |
| MSH Capital Advisors LLC | 40,084 | $6.87M | 2.41% | −1,042−2.5% | Reduced |
| Integral Investment Advisors, Inc. | 39,644 | $6.87M | 2.84% | +26,606+204.1% | Added |
| Novak & Powell Financial Services, Inc. | 41,148 | $6.86M | 5.13% | −248−0.6% | Reduced |
| Cornerstone Enterprises, LLC | 40,303 | $6.85M | 5.04% | +8,116+25.2% | Added |
| Transamerica Financial Advisors, Inc. | 39,958 | $6.85M | 0.70% | +39,958 | New |
| First Command Advisory Services, Inc. | 39,962 | $6.85M | 0.07% | −735−1.8% | Reduced |
| Bull Street Advisors, LLC | 39,864 | $6.84M | 3.27% | −39−0.1% | Reduced |
| Lantern Wealth Advisors, LLC | 39,862 | $6.84M | 4.80% | −2,762−6.5% | Reduced |
| Old Port Advisors | 39,705 | $6.81M | 2.08% | −687−1.7% | Reduced |
| Handelsinvest Investeringsforvaltning | 39,685 | $6.80M | 3.27% | −9,994−20.1% | Reduced |
| RDA Financial Network | 39,662 | $6.80M | 2.33% | −2,164−5.2% | Reduced |
| Everpar Advisors LLC | 39,662 | $6.80M | 4.14% | −5,989−13.1% | Reduced |
| SC&H Financial Advisors, Inc. | 39,656 | $6.80M | 1.77% | +1,443+3.8% | Added |
| D'Orazio & Associates, Inc. | 39,606 | $6.79M | 1.09% | +776+2.0% | Added |
| Waterfront Wealth Inc. | 39,986 | $6.79M | 1.90% | −5,496−12.1% | Reduced |
| Sky Investment Group LLC | 39,415 | $6.76M | 1.30% | +294+0.8% | Added |
| Kades & Cheifetz LLC | 39,347 | $6.75M | 4.32% | −610−1.5% | Reduced |
| Cape Ann Savings Bank | 39,338 | $6.75M | 4.23% | −978−2.4% | Reduced |
| Sweet Financial Partners, LLC | 39,256 | $6.73M | 1.55% | +3,350+9.3% | Added |
| Berry Wealth Group, LP | 39,246 | $6.73M | 5.58% | +2,194+5.9% | Added |
| Heirloom Wealth Management | 39,169 | $6.72M | 2.29% | −1,097−2.7% | Reduced |
| Fox Hill Wealth Management | 39,161 | $6.72M | 4.52% | −7,437−16.0% | Reduced |
| West Family Investments, Inc. | 39,137 | $6.71M | 2.08% | +344+0.9% | Added |
| Calton & Associates, Inc. | 39,129 | $6.71M | 3.27% | −9,496−19.5% | Reduced |
| Artemis Wealth Advisors, LLC | 39,129 | $6.71M | 1.27% | +51+0.1% | Added |
| Objective Capital Management, LLC | 39,092 | $6.70M | 4.53% | +1,619+4.3% | Added |
| Capital Management Associates, Inc | 39,057 | $6.70M | 4.93% | +2,170+5.9% | Added |
| Weaver Consulting Group | 39,056 | $6.70M | 2.48% | −659−1.7% | Reduced |
| Y.D. More Investments Ltd | 39,043 | $6.70M | 1.19% | −11,490−22.7% | Reduced |
| Sivia Capital Partners, LLC | 39,037 | $6.69M | 4.55% | −515−1.3% | Reduced |
| Lynch Asset Management, Inc. | 38,970 | $6.68M | 3.14% | −1,000−2.5% | Reduced |
| Aft, Forsyth & Company, Inc. | 38,921 | $6.67M | 3.80% | −2,155−5.2% | Reduced |
| Carlson Capital Management | 38,833 | $6.66M | 0.31% | −39,955−50.7% | Reduced |
| OneAscent Financial Services LLC | 38,825 | $6.66M | 0.74% | −388−1.0% | Reduced |
| Pacitti Group Inc. | 38,757 | $6.65M | 3.59% | −512−1.3% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 38,742 | $6.64M | 0.37% | −677−1.7% | Reduced |
| Sprott Inc. | 38,740 | $6.64M | 0.48% | +36,350+1,520.9% | Added |
| Summit Wealth Group, LLC | 38,742 | $6.64M | 4.52% | −1,730−4.3% | Reduced |
| Lummis Asset Management, LP | 38,737 | $6.64M | 8.90% | −30,646−44.2% | Reduced |
| Harfst & Associates, Inc. | 38,694 | $6.64M | 1.58% | +8,584+28.5% | Added |
| Capital Advisors, Ltd. LLC | 38,636 | $6.63M | 0.86% | +739+2.0% | Added |
| Paragon Private Wealth Management, LLC | 38,550 | $6.61M | 3.93% | +2,612+7.3% | Added |
| Cambridge Advisors Inc. | 38,548 | $6.61M | 1.56% | −692−1.8% | Reduced |
| Ritter Daniher Financial Advisory LLC | 38,510 | $6.60M | 2.19% | −66−0.2% | Reduced |
| Brass Tax Wealth Management, Inc | 38,495 | $6.60M | 3.44% | +38,495 | New |
| Vigilare Wealth Management | 38,482 | $6.60M | 3.25% | −4,034−9.5% | Reduced |
| Sitrin Capital Management LLC | 38,476 | $6.60M | 3.61% | −677−1.7% | Reduced |
| Youngs Advisory Group, Inc. | 38,465 | $6.60M | 2.95% | +2,331+6.5% | Added |
| Signet Investment Advisory Group, Inc. | 38,453 | $6.59M | 3.60% | +713+1.9% | Added |
| Bernardo Wealth Planning LLC | 38,449 | $6.59M | 1.83% | +699+1.9% | Added |
| Veracity Capital LLC | 38,444 | $6.59M | 2.56% | +837+2.2% | Added |
| Summit Financial Wealth Advisors, LLC | 38,429 | $6.59M | 1.33% | −1,364−3.4% | Reduced |
| Commons Capital, LLC | 38,422 | $6.59M | 9.58% | −217−0.6% | Reduced |
| OV Management LLC | 38,418 | $6.59M | 4.78% | +4,187+12.2% | Added |
| Orca Investment Management, LLC | 38,398 | $6.58M | 6.16% | −2,547−6.2% | Reduced |
| IMA Wealth, Inc. | 38,361 | $6.58M | 3.11% | +38,361 | New |
| New Millennium Group LLC | 38,357 | $6.58M | 4.97% | −1,220−3.1% | Reduced |
| Aveo Capital Partners, LLC | 35,854 | $6.57M | 0.72% | +5,195+16.9% | Added |
| Meridian Wealth Partners, LLC | 38,305 | $6.57M | 1.19% | +6,126+19.0% | Added |
| Consolidated Portfolio Review Corp | 38,271 | $6.56M | 1.72% | −89,152−70.0% | Reduced |
| Midwest Financial Group LLC | 38,192 | $6.55M | 4.40% | +1,561+4.3% | Added |
| Abacus Wealth Partners, LLC | 38,163 | $6.54M | 1.10% | −1,087−2.8% | Reduced |
| Pasadena Private Wealth, LLC | 38,152 | $6.54M | 1.51% | −98−0.3% | Reduced |
| Altrafin AG | 38,139 | $6.54M | 2.37% | −1,643−4.1% | Reduced |
| Benchmark Investment Advisors LLC | 38,114 | $6.54M | 5.16% | −1,086−2.8% | Reduced |
| Hall Capital Management Co Inc | 38,093 | $6.53M | 3.22% | +337+0.9% | Added |
| W Advisors, LLC | 38,070 | $6.53M | 4.48% | +299+0.8% | Added |
| Root Financial Partners, LLC | 37,941 | $6.51M | 1.93% | +9,783+34.7% | Added |
| FSM Wealth Advisors, LLC | 37,874 | $6.49M | 2.31% | +687+1.8% | Added |
| Patrick M Sweeney & Associates, Inc | 37,808 | $6.48M | 5.33% | +241+0.6% | Added |
| Greenline Partners, LLC | 37,750 | $6.47M | 1.03% | −55−0.1% | Reduced |
| Boxwood Ventures, Inc. | 37,745 | $6.47M | 11.39% | 00.0% | Unchanged |
| New Potomac Partners, LLC | 37,716 | $6.47M | 3.59% | −1,424−3.6% | Reduced |
| Capasso Planning Partners LLC | 37,617 | $6.45M | 2.67% | +140+0.4% | Added |
| Benchmark Financial Wealth Advisors, LLC | 37,527 | $6.44M | 2.46% | +546+1.5% | Added |
| Studio Investment Management LLC | 37,513 | $6.43M | 1.53% | −176−0.5% | Reduced |
| Oarsman Capital, Inc. | 37,511 | $6.43M | 1.54% | −5,799−13.4% | Reduced |