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 8 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
- 5,024
- +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
- 1,965 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 | 6,135 | $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 | 4,403 | $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 |
|---|---|---|---|---|---|
| GW Henssler & Associates Ltd | 323,861 | $55.5M | 3.26% | −4,344−1.3% | Reduced |
| Ballentine Partners, LLC | 323,767 | $55.5M | 1.05% | +12,623+4.1% | Added |
| Belvedere Trading LLC | 322,464 | $55.3M | 3.96% | +82,782+34.5% | Added |
| Taurus Asset Management, LLC | 322,305 | $55.3M | 5.60% | −6,297−1.9% | Reduced |
| SlateStone Wealth, LLC | 321,745 | $55.2M | 5.54% | +8,136+2.6% | Added |
| Global Retirement Partners, LLC | 321,209 | $55.1M | 2.05% | −27,225−7.8% | Reduced |
| Aspiriant, LLC | 320,614 | $55.0M | 2.28% | −712−0.2% | Reduced |
| Dock Street Asset Management Inc | 319,594 | $54.8M | 8.19% | −58,053−15.4% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 319,400 | $54.8M | 0.58% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 319,004 | $54.7M | 5.66% | −17,693−5.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 317,218 | $54.4M | 2.09% | −11,732−3.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 316,402 | $54.3M | 0.91% | −50,638−13.8% | Reduced |
| Pictet & Cie (Europe) SA | 315,643 | $54.1M | 1.41% | +9,652+3.2% | Added |
| Hantz Financial Services, Inc. | 315,490 | $54.1M | 1.05% | −13,870−4.2% | Reduced |
| Thoroughbred Financial Services, LLC | 315,124 | $54.0M | 5.20% | −81,303−20.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 314,991 | $54.0M | 5.08% | −7,129−2.2% | Reduced |
| Philadelphia Trust Co | 314,785 | $54.0M | 4.33% | −19,130−5.7% | Reduced |
| Avenir Corp | 314,265 | $53.9M | 4.61% | −6,066−1.9% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 313,101 | $53.7M | 11.31% | +78,726+33.6% | Added |
| LMCG Investments, LLC | 312,774 | $53.6M | 3.16% | −10,572−3.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 310,783 | $53.3M | 4.78% | −6,753−2.1% | Reduced |
| Forum Financial Management, LP | 310,723 | $53.3M | 0.91% | −4,760−1.5% | Reduced |
| Rothschild Investment LLC | 309,910 | $53.1M | 3.85% | +3,611+1.2% | Added |
| Jump Financial, LLC | 309,631 | $53.1M | 1.45% | +252,037+437.6% | Added |
| Trexquant Investment LP | 309,078 | $53.0M | 1.06% | +66,780+27.6% | Added |
| Signature Estate & Investment Advisors LLC | 308,396 | $52.9M | 1.49% | +15,160+5.2% | Added |
| Cito Capital Group, LLC | 308,101 | $52.8M | 21.65% | −4,858−1.6% | Reduced |
| Cincinnati Specialty Underwriters Insurance CO | 308,000 | $52.8M | 16.61% | 00.0% | Unchanged |
| Roundview Capital LLC | 307,935 | $52.8M | 4.32% | +462+0.2% | Added |
| Phoenix Holdings Ltd. | 307,329 | $52.7M | 0.73% | +89,365+41.0% | Added |
| Stonebridge Capital Advisors LLC | 306,882 | $52.6M | 4.73% | +7,753+2.6% | Added |
| Kempen Capital Management N.V. | 306,371 | $52.5M | 0.65% | +57,222+23.0% | Added |
| RB Capital Management, LLC | 305,619 | $52.4M | 14.02% | +491+0.2% | Added |
| Montag A & Associates Inc | 305,391 | $52.4M | 2.62% | −7,157−2.3% | Reduced |
| MPS Loria Financial Planners, LLC | 303,019 | $52.0M | 17.45% | −1,602−0.5% | Reduced |
| Brickley Wealth Management | 302,274 | $51.8M | 11.88% | +275+0.1% | Added |
| Wendell David Associates Inc | 301,802 | $51.8M | 5.23% | −2,701−0.9% | Reduced |
| Southeast Asset Advisors Inc. | 301,329 | $51.7M | 6.22% | −609−0.2% | Reduced |
| CFM Wealth Partners LLC | 301,254 | $51.7M | 10.37% | −5,125−1.7% | Reduced |
| CAPROCK Group, Inc. | 299,940 | $51.4M | 2.95% | +5,431+1.8% | Added |
| Nwam LLC | 283,551 | $51.2M | 4.13% | −36,868−11.5% | Reduced |
| S&CO Inc | 298,271 | $51.1M | 3.60% | −29,534−9.0% | Reduced |
| Courier Capital LLC | 298,000 | $51.1M | 3.70% | −34,793−10.5% | Reduced |
| Stratos Wealth Advisors, LLC | 297,735 | $51.1M | 3.03% | −25,904−8.0% | Reduced |
| Amussen Hunsaker Associates LLC | 300,232 | $51.0M | 9.25% | +1,060+0.4% | Added |
| Beaumont Financial Advisors, LLC | 296,913 | $50.9M | 4.20% | −2,709−0.9% | Reduced |
| Fiduciary Family Office, LLC | 296,738 | $50.9M | 19.95% | −9,031−3.0% | Reduced |
| Harbour Investments, Inc. | 296,199 | $50.8M | 1.80% | +22,537+8.2% | Added |
| Allen Investment Management LLC | 295,910 | $50.7M | 0.64% | −18,403−5.9% | Reduced |
| Artemis Investment Management LLP | 295,880 | $50.7M | 0.66% | −121,442−29.1% | Reduced |
| Foundations Investment Advisors, LLC | 294,825 | $50.6M | 1.32% | −10,078−3.3% | Reduced |
| Bragg Financial Advisors, Inc | 294,816 | $50.6M | 2.27% | +2,797+1.0% | Added |
| Shikiar Asset Management Inc | 294,013 | $50.4M | 14.72% | −16,100−5.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 293,971 | $50.4M | 2.89% | +13,118+4.7% | Added |
| Oversea-Chinese Banking CORP Ltd | 293,518 | $50.4M | 1.62% | +110,449+60.3% | Added |
| GuideStone Capital Management, LLC | 293,577 | $50.3M | 100.00% | 00.0% | Unchanged |
| Thomasville National Bank | 293,179 | $50.3M | 4.14% | +1,346+0.5% | Added |
| Ossiam | 293,042 | $50.3M | 0.88% | −445,189−60.3% | Reduced |
| Harvest Fund Management Co., Ltd | 292,991 | $50.2M | 4.51% | +118,689+68.1% | Added |
| Moody Lynn & Lieberson, LLC | 292,694 | $50.2M | 3.37% | −4,808−1.6% | Reduced |
| Two Sigma Securities, LLC | 291,675 | $50.0M | 2.43% | −1,001,979−77.5% | Reduced |
| South State Corp. | 291,651 | $50.0M | 3.90% | +2,669+0.9% | Added |
| Penobscot Investment Management Company, Inc. | 290,550 | $49.8M | 5.26% | +4,798+1.7% | Added |
| Vima LLC | 11,479 | $49.8M | 57.54% | +197+1.7% | Added |
| Balentine LLC | 289,598 | $49.7M | 1.48% | +73,135+33.8% | Added |
| Wahed Invest LLC | 288,971 | $49.6M | 11.30% | +37,852+15.1% | Added |
| Vestor Capital, LLC | 287,757 | $49.3M | 4.17% | −179,909−38.5% | Reduced |
| Fragasso Group Inc. | 287,606 | $49.3M | 4.17% | +6,795+2.4% | Added |
| Fulton Bank, N.A. | 287,242 | $49.3M | 2.02% | +3,118+1.1% | Added |
| B&D White Capital Company, LLC | 286,938 | $49.2M | 10.93% | +284,630+12,332.3% | Added |
| IFP Advisors, Inc | 285,939 | $49.0M | 2.15% | +5,557+2.0% | Added |
| Vident Advisory, LLC | 285,925 | $49.0M | 1.02% | +59,568+26.3% | Added |
| Violich Capital Management, Inc. | 285,272 | $48.9M | 7.00% | +13,873+5.1% | Added |
| Bath Savings Trust Co | 285,237 | $48.9M | 5.19% | −6,437−2.2% | Reduced |
| Sonora Investment Management Group, LLC | 284,823 | $48.8M | 3.82% | −4,255−1.5% | Reduced |
| Heritage Wealth Advisors | 284,592 | $48.8M | 2.23% | +6,052+2.2% | Added |
| Osborne Partners Capital Management, LLC | 283,800 | $48.7M | 3.00% | −3,862−1.3% | Reduced |
| KMG Fiduciary Partners, LLC | 283,452 | $48.6M | 5.04% | +1410.0% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 305,900 | $48.6M | 6.39% | −18,000−5.6% | Reduced |
| Capstone Investment Advisors, LLC | 282,782 | $48.5M | 0.90% | +237,570+525.5% | Added |
| Smithfield Trust Co | 282,674 | $48.5M | 2.57% | −825−0.3% | Reduced |
| Nixon Peabody Trust Co | 282,546 | $48.5M | 4.45% | +10,247+3.8% | Added |
| Dillon & Associates Inc | 283,096 | $48.4M | 7.61% | −5,552−1.9% | Reduced |
| Granite Investment Partners, LLC | 281,815 | $48.3M | 1.84% | −15,480−5.2% | Reduced |
| Essex Financial Services, Inc. | 281,687 | $48.3M | 4.45% | +7,346+2.7% | Added |
| Steward Partners Investment Solutions, LLC | 280,988 | $48.2M | 8.11% | +211,519+304.5% | Added |
| Private Capital Advisors, Inc. | 280,707 | $48.1M | 5.99% | −351−0.1% | Reduced |
| ZWJ Investment Counsel Inc | 280,287 | $48.1M | 2.19% | −15,097−5.1% | Reduced |
| Hemenway Trust Co LLC | 280,016 | $48.0M | 4.16% | +3,129+1.1% | Added |
| Marco Investment Management LLC | 278,754 | $47.8M | 4.51% | +1,846+0.7% | Added |
| Papp L Roy & Associates | 278,546 | $47.8M | 5.69% | −6,298−2.2% | Reduced |
| Empowered Funds, LLC | 278,379 | $47.7M | 0.86% | +75,939+37.5% | Added |
| Ledyard National Bank | 278,080 | $47.7M | 4.61% | −10,559−3.7% | Reduced |
| Lindbrook Capital, LLC | 277,821 | $47.6M | 4.46% | −9,174−3.2% | Reduced |
| Narwhal Capital Management | 277,629 | $47.6M | 4.66% | +1,428+0.5% | Added |
| Aureus Asset Management, LLC | 276,754 | $47.5M | 3.24% | −1,064−0.4% | Reduced |
| Diversify Advisory Services, LLC | 277,816 | $47.2M | 2.78% | +277,816 | New |
| Fort Sheridan Advisors LLC | 274,478 | $47.1M | 8.87% | −2,613−0.9% | Reduced |
| Dorchester Wealth Management Co | 274,445 | $47.1M | 8.47% | −16,111−5.5% | Reduced |
| Marble Harbor Investment Counsel, LLC | 273,968 | $47.0M | 5.42% | −10,226−3.6% | Reduced |