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 |
|---|---|---|---|---|---|
| CWA Asset Management Group, LLC | 495,187 | $84.9M | 5.16% | +41,153+9.1% | Added |
| Capital Investment Counsel, Inc | 493,777 | $84.7M | 14.61% | −102,717−17.2% | Reduced |
| Capital International Inc | 493,476 | $84.6M | 1.14% | +71,299+16.9% | Added |
| Atria Investments LLC | 492,777 | $84.5M | 1.16% | +14,004+2.9% | Added |
| Reynders McVeigh Capital Management, LLC | 490,967 | $84.2M | 4.85% | −3,522−0.7% | Reduced |
| Wafra Inc. | 490,437 | $84.1M | 4.41% | +9,108+1.9% | Added |
| HRT Financial LP | 489,407 | $83.9M | 0.52% | −578,729−54.2% | Reduced |
| Diversified Trust Co | 489,005 | $83.9M | 2.53% | +7,466+1.6% | Added |
| Roffman Miller Associates Inc | 488,651 | $83.8M | 5.60% | −16,052−3.2% | Reduced |
| Meritage Portfolio Management | 486,125 | $83.4M | 5.31% | −17,321−3.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 484,441 | $83.1M | 3.54% | +16,171+3.5% | Added |
| Opes Wealth Management LLC | 483,148 | $82.9M | 19.13% | −2,149−0.4% | Reduced |
| Hyman Charles D | 482,150 | $82.7M | 4.57% | −1,041−0.2% | Reduced |
| CTC LLC | 482,124 | $82.7M | 1.36% | −960,723−66.6% | Reduced |
| Sandy Spring Bank | 481,709 | $82.6M | 3.76% | −2,132−0.4% | Reduced |
| Alta Capital Management LLC | 481,276 | $82.5M | 5.09% | −8,852−1.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 481,086 | $82.5M | 2.56% | −155,306−24.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 479,018 | $82.1M | 5.65% | −41,817−8.0% | Reduced |
| Gotham Asset Management, LLC | 478,527 | $82.1M | 1.24% | +47,258+11.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 477,139 | $81.8M | 1.58% | +1,176+0.2% | Added |
| Transcend Wealth Collective, LLC | 476,694 | $81.7M | 6.56% | +951+0.2% | Added |
| Burney Co | 473,396 | $81.2M | 3.09% | −9,643−2.0% | Reduced |
| Dynamic Advisor Solutions LLC | 472,609 | $81.0M | 2.74% | +5,016+1.1% | Added |
| Signaturefd, LLC | 470,790 | $80.7M | 1.71% | −495−0.1% | Reduced |
| Baker Avenue Asset Management, LP | 470,487 | $80.7M | 3.18% | +35,420+8.1% | Added |
| Motley Fool Asset Management LLC | 468,789 | $80.4M | 5.20% | +34,629+8.0% | Added |
| Wilkinson Global Asset Management LLC | 465,810 | $79.9M | 5.02% | −40,251−8.0% | Reduced |
| Avalon Trust Co | 465,766 | $79.9M | 6.55% | +32,639+7.5% | Added |
| Ameritas Advisory Services, LLC | 462,354 | $79.6M | 3.28% | +303,051+190.2% | Added |
| Chartwell Investment Partners, LLC | 463,874 | $79.5M | 2.75% | −19,646−4.1% | Reduced |
| Fort Pitt Capital Group, LLC | 461,707 | $79.2M | 2.44% | −16,223−3.4% | Reduced |
| Farmers & Merchants Investments Inc | 461,571 | $79.2M | 2.67% | −1,194−0.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 460,598 | $79.0M | 2.06% | −2,152−0.5% | Reduced |
| ABN AMRO Bank N.V. | 458,783 | $78.7M | 1.18% | +23,662+5.4% | Added |
| Ameritas Investment Partners, Inc. | 458,771 | $78.7M | 2.70% | −8,782−1.9% | Reduced |
| Tritonpoint Wealth, LLC | 405,574 | $78.5M | 8.21% | −26,716−6.2% | Reduced |
| RSM US Wealth Management LLC | 456,012 | $78.2M | 2.01% | −12,261−2.6% | Reduced |
| Ziegler Capital Management, LLC | 455,952 | $78.2M | 2.99% | −22,220−4.6% | Reduced |
| Chilton Capital Management LLC | 454,039 | $77.9M | 3.68% | +28,013+6.6% | Added |
| WSFS Capital Management, LLC | 378,736 | $77.8M | 4.42% | −78,991−17.3% | Reduced |
| Howard Capital Management Group, LLC | 452,257 | $77.6M | 5.98% | +3,629+0.8% | Added |
| NorthCrest Asset Manangement, LLC | 449,380 | $77.1M | 2.62% | +25,767+6.1% | Added |
| Wharton Business Group, LLC | 449,308 | $77.0M | 3.71% | −3,321−0.7% | Reduced |
| Rakuten Investment Management, Inc. | 449,154 | $77.0M | 0.56% | +412,273+1,117.8% | Added |
| Delta Financial Group, Inc. | 448,313 | $76.9M | 22.63% | −4,293−0.9% | Reduced |
| Zevenbergen Capital Investments LLC | 448,057 | $76.8M | 1.63% | −61,245−12.0% | Reduced |
| Ritholtz Wealth Management | 447,941 | $76.8M | 2.65% | +8,102+1.8% | Added |
| MMBG Investment Advisors Co. | 446,329 | $76.5M | 8.07% | −455−0.1% | Reduced |
| Grimes & Company, Inc. | 446,017 | $76.5M | 2.35% | +38,608+9.5% | Added |
| Ingalls & Snyder LLC | 445,827 | $76.5M | 3.39% | −3,984−0.9% | Reduced |
| Van Cleef Asset Management,Inc | 445,614 | $76.4M | 9.66% | +2,286+0.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 444,441 | $76.2M | 6.44% | 00.0% | Unchanged |
| Belmont Capital, LLC | 440,683 | $75.6M | 20.61% | +204,545+86.6% | Added |
| Great Valley Advisor Group, Inc. | 437,876 | $75.1M | 2.28% | −3,245−0.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 437,558 | $75.0M | 3.17% | −927−0.2% | Reduced |
| Moors & Cabot, Inc. | 435,859 | $74.7M | 4.05% | −20,108−4.4% | Reduced |
| United Services Automobile Association | 432,985 | $74.2M | 1.83% | −2,602−0.6% | Reduced |
| Independent Financial Group, LLC | 431,443 | $74.0M | 3.40% | +17,188+4.1% | Added |
| Hoffman, Alan N Investment Management | 429,462 | $73.6M | 41.32% | −15,530−3.5% | Reduced |
| Banque Cantonale Vaudoise | 429,325 | $73.6M | 2.88% | −14,222−3.2% | Reduced |
| Lazard Freres Gestion S.A.S. | 435,791 | $73.6M | 1.82% | +294,861+209.2% | Added |
| Oak Ridge Investments LLC | 428,918 | $73.6M | 7.42% | +18,422+4.5% | Added |
| Bender Robert & Associates | 428,061 | $73.4M | 17.20% | −9,901−2.3% | Reduced |
| Eisler Capital (UK) Ltd. | 426,340 | $73.1M | 9.06% | +115,104+37.0% | Added |
| Coldstream Capital Management Inc | 425,981 | $73.0M | 1.85% | +744+0.2% | Added |
| Jones Financial Companies LLLP | 425,131 | $72.9M | 0.10% | +89,800+26.8% | Added |
| Evanson Asset Management, LLC | 424,938 | $72.9M | 5.67% | −864−0.2% | Reduced |
| Highland Capital Management, LLC | 420,205 | $72.1M | 4.14% | −1,247−0.3% | Reduced |
| Eastern Bank | 419,543 | $71.9M | 2.99% | −21,871−5.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 418,773 | $71.8M | 3.92% | +6,326+1.5% | Added |
| Franklin Street Advisors Inc | 418,593 | $71.8M | 5.31% | +3,057+0.7% | Added |
| Commerzbank Aktiengesellschaft | 418,535 | $71.8M | 2.38% | +30,249+7.8% | Added |
| Klingenstein Fields & Co LP | 417,519 | $71.6M | 2.97% | −4,225−1.0% | Reduced |
| Baldwin Brothers Inc | 415,556 | $71.3M | 5.37% | −13,798−3.2% | Reduced |
| Siemens Fonds Invest GmbH | 413,906 | $71.0M | 5.47% | −29,123−6.6% | Reduced |
| Renaissance Technologies LLC | 413,567 | $70.9M | 0.11% | −1,846,530−81.7% | Reduced |
| LVM Capital Management Ltd | 413,146 | $70.8M | 8.37% | −757−0.2% | Reduced |
| Smith Group Asset Management, LLC | 410,676 | $70.4M | 4.03% | −47,402−10.3% | Reduced |
| Warren Averett Asset Management, LLC | 407,993 | $70.0M | 1.65% | +162,016+65.9% | Added |
| Teamwork Financial Advisors, LLC | 407,312 | $69.8M | 10.75% | −373,938−47.9% | Reduced |
| Insigneo Advisory Services, LLC | 406,821 | $69.8M | 8.29% | +15,290+3.9% | Added |
| Covea Finance | 405,562 | $69.5M | 3.28% | −9,178−2.2% | Reduced |
| Focus Financial Network, Inc. | 413,075 | $69.0M | 3.36% | +413,075 | New |
| Joel Isaacson & Co., LLC | 401,372 | $68.8M | 3.77% | +11,031+2.8% | Added |
| Appleton Partners Inc | 401,200 | $68.8M | 5.34% | −27,906−6.5% | Reduced |
| Everence Capital Management Inc | 400,798 | $68.7M | 4.54% | −300−0.1% | Reduced |
| Adell Harriman & Carpenter Inc | 399,811 | $68.6M | 5.65% | +12,915+3.3% | Added |
| Exchange Traded Concepts, LLC | 399,342 | $68.5M | 1.77% | +96,356+31.8% | Added |
| Capital Investment Advisors, LLC | 399,233 | $68.5M | 1.60% | −271−0.1% | Reduced |
| Community Bank, N.A. | 399,016 | $68.4M | 8.98% | −3,065−0.8% | Reduced |
| Financial Advocates Investment Management | 398,256 | $68.3M | 3.99% | +15,851+4.1% | Added |
| Eagle Global Advisors LLC | 397,921 | $68.2M | 3.85% | −38,507−8.8% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 397,770 | $68.2M | 3.18% | −17,580−4.2% | Reduced |
| Walleye Capital LLC | 397,448 | $68.2M | 0.74% | +397,448 | New |
| Campbell Newman Asset Management Inc | 393,686 | $67.5M | 5.47% | −3,776−1.0% | Reduced |
| IHT Wealth Management, LLC | 388,905 | $66.7M | 2.67% | −15,084−3.7% | Reduced |
| Sowell Financial Services LLC | 388,335 | $66.6M | 3.14% | −16,974−4.2% | Reduced |
| Colonial Trust Advisors | 387,982 | $66.5M | 6.58% | −6,618−1.7% | Reduced |
| Meridian Wealth Management, LLC | 386,380 | $66.3M | 11.04% | +5,184+1.4% | Added |
| Park Avenue Securities LLC | 386,474 | $66.3M | 0.86% | +20,599+5.6% | Added |