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 7 sales; 6,150 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
- 5,023
- +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
- 1,964 more added
- Sold out
- 94
- 2,574 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 | 6,150 | $2.80T |
| Q1 2026 | 6,134 | $2.40T |
| Q4 2025 | 6,130 | $2.61T |
| Q3 2025 | 5,616 | $2.35T |
| Q2 2025 | 5,599 | $1.93T |
| Q1 2025 | 5,607 | $2.08T |
| Q4 2024 | 5,671 | $2.36T |
| Q3 2024 | 5,105 | $2.17T |
| Q2 2024 | 5,132 | $1.98T |
| Q1 2024 | 5,023 | $1.61T |
| Q4 2023 | 4,976 | $1.81T |
| Q3 2023 | 4,618 | $1.60T |
| Q2 2023 | 4,594 | $1.82T |
| Q1 2023 | 4,524 | $1.55T |
| Q4 2022 | 4,555 | $1.21T |
| Q3 2022 | 4,346 | $1.29T |
| Q2 2022 | 4,339 | $1.28T |
| Q1 2022 | 4,390 | $1.66T |
| Q4 2021 | 4,402 | $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 |
|---|---|---|---|---|---|
| Mutual Advisors, LLC | 674,326 | $115.6M | 3.71% | +44,374+7.0% | Added |
| Laurion Capital Management LP | 665,633 | $114.1M | 3.17% | +637,114+2,234.0% | Added |
| Capital Advisors Inc | 664,097 | $113.9M | 2.44% | −1,729−0.3% | Reduced |
| Simplicity Wealth,LLC | 663,704 | $113.8M | 2.71% | +658,207+11,973.9% | Added |
| First American Bank | 657,187 | $112.7M | 8.51% | +6,281+1.0% | Added |
| Prospera Financial Services Inc | 656,826 | $112.7M | 3.36% | −22,298−3.3% | Reduced |
| Parsons Capital Management Inc | 651,920 | $111.8M | 7.65% | −124,309−16.0% | Reduced |
| Apollon Wealth Management, LLC | 649,249 | $111.3M | 3.51% | +11,544+1.8% | Added |
| Gratus Capital LLC | 646,435 | $110.9M | 5.11% | +338,661+110.0% | Added |
| Park National Corp | 644,449 | $110.5M | 4.26% | −8,286−1.3% | Reduced |
| Calamos Wealth Management LLC | 644,184 | $110.5M | 6.23% | +27,684+4.5% | Added |
| Baillie Gifford & Co | 643,662 | $110.4M | 0.09% | −10,033−1.5% | Reduced |
| Henshaw Capital LLC | 643,494 | $110.3M | 5.17% | −66,595−9.4% | Reduced |
| Great Lakes Advisors, LLC | 643,286 | $110.3M | 0.94% | +24,597+4.0% | Added |
| Washington Trust Co | 643,182 | $110.3M | 4.05% | −2,182−0.3% | Reduced |
| Nomura Holdings Inc | 642,398 | $110.2M | 0.89% | +282,086+78.3% | Added |
| Mogy Joel R Investment Counsel Inc | 637,888 | $109.4M | 7.44% | −15,669−2.4% | Reduced |
| Level Four Advisory Services, LLC | 567,506 | $109.3M | 6.00% | +7,667+1.4% | Added |
| Braun Stacey Associates Inc | 636,349 | $109.1M | 4.32% | −20,683−3.1% | Reduced |
| Neville Rodie & Shaw Inc | 633,619 | $108.7M | 8.29% | −27,676−4.2% | Reduced |
| Old National Bancorp | 631,373 | $108.3M | 2.57% | +3,856+0.6% | Added |
| Private Wealth Partners, LLC | 629,691 | $108.0M | 8.63% | −36,444−5.5% | Reduced |
| Quintet Private Bank (Europe) S.A. | 547,436 | $107.5M | 4.80% | +547,436 | New |
| Hoylecohen, LLC | 624,926 | $107.2M | 8.18% | −31,213−4.8% | Reduced |
| Buckingham Strategic Wealth, LLC | 623,317 | $106.9M | 1.13% | −33,516−5.1% | Reduced |
| Dearborn Partners LLC | 622,490 | $106.7M | 4.58% | −143,816−18.8% | Reduced |
| First National Trust Co | 619,079 | $106.2M | 4.31% | −1,502−0.2% | Reduced |
| Valeo Financial Advisors, LLC | 671,920 | $106.2M | 3.80% | +35,777+5.6% | Added |
| Bleakley Financial Group, LLC | 617,582 | $105.9M | 3.07% | +6,567+1.1% | Added |
| Dakota Wealth Management | 617,332 | $105.9M | 2.64% | +74,600+13.7% | Added |
| Cincinnati Insurance Co | 616,000 | $105.6M | 1.74% | 00.0% | Unchanged |
| Fundsmith Investment Services Ltd. | 615,508 | $105.5M | 1.40% | +124,297+25.3% | Added |
| Snowden Capital Advisors LLC | 615,460 | $105.5M | 3.30% | +145,778+31.0% | Added |
| Lord, Abbett & Co. LLC | 612,961 | $105.1M | 0.34% | −1,234,799−66.8% | Reduced |
| Aptus Capital Advisors, LLC | 609,409 | $104.5M | 2.24% | +70,816+13.1% | Added |
| Allianz SE | 609,232 | $104.5M | 3.29% | +609,232 | New |
| Cacti Asset Management LLC | 545,940 | $103.7M | 8.52% | −12,028−2.2% | Reduced |
| Meyer Handelman Co | 604,207 | $103.6M | 3.63% | +83,222+16.0% | Added |
| Savant Capital, LLC | 599,946 | $102.9M | 1.18% | −13,166−2.1% | Reduced |
| FineMark National Bank & Trust | 596,374 | $102.3M | 3.80% | +14,555+2.5% | Added |
| PFG Investments, LLC | 594,303 | $101.9M | 6.16% | +375,070+171.1% | Added |
| Argent Trust Co | 591,403 | $101.4M | 4.56% | −17,388−2.9% | Reduced |
| Ancora Advisors, LLC | 589,090 | $101.0M | 2.31% | +4,330+0.7% | Added |
| Choate Investment Advisors | 588,223 | $100.9M | 2.72% | −9,546−1.6% | Reduced |
| Nicholas Company, Inc. | 586,315 | $100.5M | 1.66% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 585,452 | $100.4M | 4.37% | −9,635−1.6% | Reduced |
| Mill Capital Management, LLC | 581,810 | $99.8M | 8.33% | −5,442−0.9% | Reduced |
| Nichols & Pratt Advisers LLP | 578,891 | $99.1M | 6.68% | −13,814−2.3% | Reduced |
| Agf Management Ltd | 582,886 | $99.0M | 0.55% | +358,451+159.7% | Added |
| Systematic Alpha Investments, LLC | 576,144 | $98.8M | 3.96% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 572,391 | $98.2M | 1.60% | +73,167+14.7% | Added |
| TownSquare Capital, LLC | 571,948 | $98.1M | 1.44% | +98,561+20.8% | Added |
| Ami Asset Management Corp | 570,027 | $97.7M | 5.00% | +13,561+2.4% | Added |
| Sit Investment Associates Inc | 569,520 | $97.7M | 2.25% | −20,273−3.4% | Reduced |
| J.W. Cole Advisors, Inc. | 569,334 | $97.6M | 4.92% | +13,574+2.4% | Added |
| Castleark Management LLC | 568,691 | $97.5M | 4.06% | −9,862−1.7% | Reduced |
| Bard Financial Services, Inc. | 568,372 | $97.5M | 10.35% | −16,855−2.9% | Reduced |
| Kingsview Wealth Management, LLC | 566,821 | $97.2M | 2.44% | +38,697+7.3% | Added |
| NS Partners Ltd | 566,188 | $97.1M | 4.47% | −3,768−0.7% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 565,744 | $97.0M | 11.56% | +200.0% | Added |
| Equitable Holdings, Inc. | 563,858 | $96.7M | 1.09% | −27,621−4.7% | Reduced |
| Norinchukin Bank, The | 563,453 | $96.6M | 2.89% | −17,176−3.0% | Reduced |
| St Germain D J Co Inc | 563,436 | $96.6M | 4.72% | −2,084−0.4% | Reduced |
| Walleye Trading LLC | 563,083 | $96.6M | 1.58% | −325,966−36.7% | Reduced |
| Trust Co of Vermont | 562,888 | $96.5M | 5.37% | +40,858+7.8% | Added |
| Vinva Investment Management Ltd | 562,862 | $96.5M | 5.55% | +20,110+3.7% | Added |
| Merit Financial Group, LLC | 525,291 | $96.3M | 2.30% | +147,299+39.0% | Added |
| Dana Investment Advisors, Inc. | 559,063 | $95.9M | 3.19% | −21,736−3.7% | Reduced |
| J. L. Bainbridge & Co., Inc. | 557,098 | $95.5M | 10.17% | −2,095−0.4% | Reduced |
| NEOS Investment Management LLC | 554,196 | $95.0M | 5.89% | +144,361+35.2% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 553,963 | $95.0M | 4.26% | +16,694+3.1% | Added |
| Donaldson Capital Management, LLC | 550,887 | $94.5M | 3.93% | +8,278+1.5% | Added |
| Resources Investment Advisors, LLC. | 548,627 | $94.1M | 1.48% | +17,465+3.3% | Added |
| Empirical Finance, LLC | 547,512 | $93.9M | 5.76% | +17,697+3.3% | Added |
| Exencial Wealth Advisors, LLC | 545,287 | $93.5M | 3.50% | −5,347−1.0% | Reduced |
| Railway Pension Investments Ltd | 544,652 | $93.4M | 0.91% | +4,600+0.9% | Added |
| Brookstone Capital Management | 542,338 | $93.0M | 1.66% | +27,000+5.2% | Added |
| HCR Wealth Advisors | 539,347 | $92.5M | 14.03% | −4,852−0.9% | Reduced |
| Van Hulzen Asset Management, LLC | 528,212 | $90.6M | 6.01% | +4,762+0.9% | Added |
| LGT Capital Partners Ltd. | 524,804 | $90.0M | 2.81% | +487,738+1,315.9% | Added |
| Congress Wealth Management LLC | 524,160 | $89.9M | 1.55% | −108,895−17.2% | Reduced |
| Traynor Capital Management, Inc. | 524,001 | $89.9M | 8.55% | +5,236+1.0% | Added |
| TCW Group Inc | 523,011 | $89.7M | 0.91% | −34,268−6.1% | Reduced |
| Chicago Capital, LLC | 520,189 | $89.2M | 2.72% | +8,752+1.7% | Added |
| Bowen Hanes & Co Inc | 519,493 | $89.1M | 2.54% | −1,180−0.2% | Reduced |
| Miracle Mile Advisors, LLC | 517,929 | $88.8M | 2.23% | +1,791+0.3% | Added |
| Smith Chas P & Associates Pa Cpas | 517,781 | $88.8M | 5.36% | −25,505−4.7% | Reduced |
| Prospect Hill Management, LLC | 514,119 | $88.2M | 56.81% | −500.0% | Reduced |
| Brighton Jones LLC | 514,109 | $88.2M | 3.18% | −11,574−2.2% | Reduced |
| Advisors Asset Management, Inc. | 513,952 | $88.1M | 1.69% | −768−0.1% | Reduced |
| BNP Paribas | 511,603 | $88.0M | 4.11% | +511,603 | New |
| Citizens Financial Group Inc | 511,228 | $87.7M | 2.93% | −6,945−1.3% | Reduced |
| Kornitzer Capital Management Inc | 511,087 | $87.6M | 1.61% | −9,651−1.9% | Reduced |
| First Citizens Bank & Trust Co | 510,420 | $87.5M | 1.68% | +132,468+35.0% | Added |
| Wedge Capital Management L L P | 508,283 | $87.2M | 1.41% | +93,537+22.6% | Added |
| Clearstead Advisors, LLC | 467,034 | $87.0M | 4.31% | −16,367−3.4% | Reduced |
| PEAK6 Investments LLC | 507,265 | $87.0M | 4.21% | +507,262+16,908,733.3% | Added |
| Tokio Marine Asset Management Co Ltd | 506,642 | $86.9M | 4.39% | +1,936+0.4% | Added |
| Maple Capital Management, Inc. | 497,261 | $85.3M | 7.76% | +4,411+0.9% | Added |
| Gabelli Funds LLC | 497,015 | $85.2M | 0.63% | −237,495−32.3% | Reduced |