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 |
|---|---|---|---|---|---|
| Vaughan David Investments LLC | 37,490 | $6.43M | 0.16% | +2,746+7.9% | Added |
| American Financial Advisors, LLC | 37,459 | $6.42M | 0.90% | −1,617−4.1% | Reduced |
| White Lighthouse Investment Management Inc. | 37,448 | $6.42M | 1.30% | −80−0.2% | Reduced |
| NCM Capital Management, LLC | 37,391 | $6.41M | 3.59% | −618−1.6% | Reduced |
| Burt Wealth Advisors | 37,365 | $6.41M | 1.62% | +8,427+29.1% | Added |
| Constitution Capital LLC | 37,337 | $6.40M | 3.62% | −37,085−49.8% | Reduced |
| Beacon Investment Advisors LLC | 37,258 | $6.39M | 3.64% | +51+0.1% | Added |
| Orser Capital Management, LLC | 37,246 | $6.39M | 6.28% | −607−1.6% | Reduced |
| Planning Center, Inc. | 37,244 | $6.39M | 1.39% | −2,143−5.4% | Reduced |
| Family Firm, Inc. | 37,192 | $6.38M | 1.55% | −84−0.2% | Reduced |
| Relative Value Partners Group, LLC | 34,573 | $6.38M | 0.39% | −27−0.1% | Reduced |
| Waddell & Associates, LLC | 37,109 | $6.36M | 0.86% | +589+1.6% | Added |
| Madrona Financial Services, LLC | 37,104 | $6.36M | 2.22% | +921+2.5% | Added |
| Windle Wealth, LLC | 37,089 | $6.36M | 4.05% | +1,699+4.8% | Added |
| Investment Partners Asset Management, Inc. | 37,086 | $6.36M | 5.74% | −426−1.1% | Reduced |
| Darden Wealth Group Inc | 37,061 | $6.36M | 4.98% | −1,208−3.2% | Reduced |
| Onefund, LLC | 37,358 | $6.35M | 7.60% | −1,303−3.4% | Reduced |
| Aua Capital Management, LLC | 36,982 | $6.34M | 3.65% | −2,100−5.4% | Reduced |
| Wilson & Boucher Capital Management, LLC | 36,967 | $6.34M | 4.99% | −1,825−4.7% | Reduced |
| Clark Financial Services Group Inc | 36,922 | $6.33M | 7.63% | −974−2.6% | Reduced |
| Hohimer Wealth Management, LLC | 36,872 | $6.32M | 1.48% | −648−1.7% | Reduced |
| Pettee Investors, Inc. | 36,830 | $6.32M | 2.67% | −3,175−7.9% | Reduced |
| Sachetta, LLC | 32,756 | $6.31M | 2.99% | 00.0% | Unchanged |
| WFA Asset Management Corp | 36,730 | $6.30M | 3.29% | −1,479−3.9% | Reduced |
| Shoker Investment Counsel, Inc. | 37,039 | $6.30M | 2.25% | −133−0.4% | Reduced |
| WR Wealth Planners, LLC | 36,684 | $6.29M | 1.96% | −4,421−10.8% | Reduced |
| Ameliora Wealth Management Ltd. | 36,678 | $6.29M | 2.85% | +383+1.1% | Added |
| Garda Capital Partners LP | 36,665 | $6.29M | 2.94% | −9,830−21.1% | Reduced |
| Ellenbecker Investment Group | 36,661 | $6.29M | 1.32% | −530−1.4% | Reduced |
| Choice Wealth Advisors, LLC | 36,541 | $6.27M | 3.79% | +3,538+10.7% | Added |
| Cutter & CO Brokerage, Inc. | 36,444 | $6.25M | 1.53% | +460+1.3% | Added |
| Yarger Wealth Strategies, LLC | 36,394 | $6.24M | 4.25% | +1,802+5.2% | Added |
| Boltwood Capital Management | 36,373 | $6.24M | 1.93% | −805−2.2% | Reduced |
| First Personal Financial Services | 36,349 | $6.23M | 1.45% | −100−0.3% | Reduced |
| Cambridge Financial Group, Inc. | 36,337 | $6.23M | 2.76% | −165−0.5% | Reduced |
| Lokken Investment Group LLC | 36,318 | $6.23M | 3.10% | +3,576+10.9% | Added |
| Alcosta Capital Management, Inc. | 36,308 | $6.23M | 4.18% | −123−0.3% | Reduced |
| Indie Asset Partners, LLC | 36,232 | $6.21M | 5.53% | +1,343+3.8% | Added |
| Walden Wealth Partners LLC | 36,785 | $6.21M | 3.60% | +87+0.2% | Added |
| Laidlaw Wealth Management LLC | 36,203 | $6.21M | 3.47% | −90,886−71.5% | Reduced |
| Cora Capital Advisors LLC | 36,170 | $6.20M | 3.31% | +82+0.2% | Added |
| Entropy Technologies, LP | 36,141 | $6.20M | 0.66% | +36,141 | New |
| Samalin Investment Counsel, LLC | 36,135 | $6.20M | 2.95% | −6,882−16.0% | Reduced |
| Great Waters Wealth Management | 36,091 | $6.19M | 1.01% | −21−0.1% | Reduced |
| Aurora Private Wealth, Inc. | 36,313 | $6.18M | 5.34% | +2,429+7.2% | Added |
| Denver Wealth Management, Inc. | 36,005 | $6.17M | 3.15% | −3,849−9.7% | Reduced |
| Oxinas Partners Wealth Management LLC | 35,939 | $6.16M | 4.00% | −1,643−4.4% | Reduced |
| Hourglass Capital, LLC | 35,903 | $6.16M | 1.86% | −227−0.6% | Reduced |
| Grant/GrossMendelsohn, LLC | 36,280 | $6.16M | 2.87% | −2,634−6.8% | Reduced |
| Investment Partners, Ltd. | 35,878 | $6.15M | 2.79% | −402−1.1% | Reduced |
| Delta Capital Management LLC | 35,854 | $6.15M | 4.07% | −20−0.1% | Reduced |
| Vista Capital Partners, Inc. | 35,849 | $6.15M | 0.77% | +259+0.7% | Added |
| Gitterman Wealth Management, LLC | 35,747 | $6.13M | 2.38% | +945+2.7% | Added |
| Fingerlakes Wealth Management, Inc. | 35,721 | $6.13M | 5.91% | −392−1.1% | Reduced |
| Idaho Trust Bank | 35,721 | $6.13M | 5.91% | +32,577+1,036.2% | Added |
| McBroom & Associates, LLC | 35,714 | $6.12M | 4.03% | −266−0.7% | Reduced |
| Fiera Capital Corp | 35,696 | $6.12M | 0.02% | −37,336−51.1% | Reduced |
| Barry Investment Advisors, LLC | 35,683 | $6.12M | 2.04% | −187−0.5% | Reduced |
| Dynasty Wealth Management, LLC | 35,679 | $6.12M | 0.20% | +35,679 | New |
| Allred Capital Management, LLC | 35,634 | $6.11M | 2.39% | −369−1.0% | Reduced |
| ODonnell Financial Services, LLC | 35,621 | $6.11M | 2.80% | −28−0.1% | Reduced |
| Trueblood Wealth Management, LLC | 35,618 | $6.11M | 3.50% | −869−2.4% | Reduced |
| Davies Financial Advisors, Inc. | 35,615 | $6.11M | 6.23% | +35,615 | New |
| Goodman Advisory Group, LLC | 35,610 | $6.11M | 1.94% | −15,892−30.9% | Reduced |
| PPS&V Asset Management Consultants, Inc. | 35,599 | $6.10M | 4.50% | −564−1.6% | Reduced |
| Alta Wealth Advisors LLC | 35,560 | $6.10M | 3.10% | +1,308+3.8% | Added |
| Lighthouse Investment Partners, LLC | 35,435 | $6.08M | 0.36% | +35,435 | New |
| Maxwell Wealth Strategies Inc. | 31,758 | $6.08M | 3.08% | +3,179+11.1% | Added |
| Ulland Investment Advisors, LLC | 35,417 | $6.07M | 4.85% | +128+0.4% | Added |
| Arbor Trust Wealth Advisors, LLC | 36,187 | $6.07M | 3.34% | −1,226−3.3% | Reduced |
| NewSquare Capital LLC | 35,404 | $6.07M | 0.54% | −53−0.1% | Reduced |
| Impact Partnership Wealth, LLC | 35,366 | $6.06M | 2.40% | +1,805+5.4% | Added |
| RF&L Wealth Management, LLC | 35,309 | $6.05M | 4.66% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 35,309 | $6.05M | 2.88% | −2,322−6.2% | Reduced |
| Madison Wealth Partners, Inc | 35,283 | $6.05M | 2.19% | −132−0.4% | Reduced |
| Pine Ridge Advisers LLC | 35,240 | $6.04M | 0.71% | −19,155−35.2% | Reduced |
| BCS Wealth Management | 35,178 | $6.03M | 1.94% | +6,285+21.8% | Added |
| Socorro Asset Management LP | 35,122 | $6.02M | 2.30% | +857+2.5% | Added |
| Bruce & Co., Inc. | 35,100 | $6.02M | 2.00% | 00.0% | Unchanged |
| Eudaimonia Advisors LLC | 35,088 | $6.02M | 3.20% | +559+1.6% | Added |
| Arnhold LLC | 35,067 | $6.01M | 0.64% | 00.0% | Unchanged |
| tru Independence LLC | 35,061 | $6.01M | 1.77% | −343−1.0% | Reduced |
| Teza Capital Management LLC | 35,050 | $6.01M | 0.80% | +18,076+106.5% | Added |
| Wrapmanager Inc | 35,037 | $6.01M | 1.67% | +8,131+30.2% | Added |
| UBS Oconnor LLC | 35,000 | $6.00M | 0.17% | +35,000 | New |
| Legacy Financial Group, Inc. | 34,980 | $6.00M | 2.36% | −1,351−3.7% | Reduced |
| Paradiem, LLC | 34,976 | $6.00M | 1.48% | −410−1.2% | Reduced |
| Summit Place Financial Advisors, LLC | 34,856 | $5.98M | 3.50% | +2,867+9.0% | Added |
| Retirement Planning Co of New England, Inc. | 34,809 | $5.97M | 3.27% | −8,773−20.1% | Reduced |
| BOS Asset Management, LLC | 34,698 | $5.95M | 3.12% | +980+2.9% | Added |
| Aprio Wealth Management, LLC | 34,696 | $5.95M | 1.17% | +9,369+37.0% | Added |
| Heritage Financial Services, LLC | 34,694 | $5.95M | 0.89% | +4,179+13.7% | Added |
| Montz Harcus Wealth Management LLC | 34,681 | $5.95M | 4.02% | −1,168−3.3% | Reduced |
| Norris Financial Group, LLC | 34,650 | $5.94M | 3.26% | +585+1.7% | Added |
| Fruth Investment Management | 34,578 | $5.93M | 1.52% | −320−0.9% | Reduced |
| Ellsworth Advisors, LLC | 33,576 | $5.93M | 1.70% | +1,104+3.4% | Added |
| LRI Investments, LLC | 34,567 | $5.93M | 1.50% | +34,567 | New |
| WD Rutherford LLC | 34,548 | $5.92M | 3.07% | −120−0.3% | Reduced |
| Seven Mile Advisory | 34,503 | $5.92M | 4.49% | −40.0% | Reduced |
| Greenspring Advisors, LLC | 34,492 | $5.91M | 1.48% | −1,120−3.1% | Reduced |