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; 6,149 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, Q4 2023
Institutional positions in Apple Inc. as of Dec 31, 2023. 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
- 4,976
- +444 vs. Q3 2023
- Shares held
- 9.35B
- +99.8M (+1.1%) vs. Q3 2023
- Total value
- $1.81T
- +$213.1B (+13.4%) vs. Q3 2023
- New holders
- 521
- 1,737 more added
- Sold out
- 77
- 2,468 more reduced
86 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 6,149 | $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, Q4 2023
Shares, value and share of portfolio for each institution holding Apple Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PEAK6 Investments LLC | 3 | $524 | 0.00% | −82,274−100.0% | Reduced |
| Capco Asset Management, LLC | 8 | $1.54K | 0.00% | 00.0% | Unchanged |
| Chandler Asset Management, Inc. | 8 | $1.54K | 0.00% | +8 | New |
| Berkshire Capital Holdings Inc | 10 | $1.93K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 79 | $15.2K | 0.03% | −388−83.1% | Reduced |
| Longfellow Investment Management Co LLC | 81 | $15.6K | 0.00% | 00.0% | Unchanged |
| Shay Capital LLC | 100 | $19.3K | 0.01% | +100 | New |
| Kessler Investment Group, LLC | 112 | $21.6K | 0.01% | −7−5.9% | Reduced |
| Ibex Wealth Advisors | 117 | $22.5K | 4.88% | −111,517−99.9% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 122 | $23.6K | 0.00% | −96,436−99.9% | Reduced |
| Wyrmwood Management LLC | 169 | $32.5K | 31.14% | +69+69.0% | Added |
| One River Asset Management, LLC | 184 | $35.4K | 0.01% | −103,594−99.8% | Reduced |
| A.P. Gilfoyle & Co., L.P. | 218 | $39.2K | 7.30% | +218 | New |
| 4Thought Financial Group Inc. | 206 | $39.7K | 0.03% | +206 | New |
| USA Financial Portformulas Corp | 213 | $41.0K | 0.01% | −1,753−89.2% | Reduced |
| Quarry LP | 239 | $46.0K | 0.02% | +239 | New |
| Richardson Capital Management LLC | 255 | $49.2K | 0.05% | +255 | New |
| Gilfoyle & Co LLC | 268 | $51.9K | 7.75% | +168+168.0% | Added |
| Chiron Investment Management, LLC | 276 | $53.1K | 0.02% | +276 | New |
| Mango Five Family, Inc. | 297 | $57.2K | 0.02% | +297 | New |
| Geo Capital Gestora de Recursos Ltd | 300 | $58.0K | 0.07% | −31−9.4% | Reduced |
| Morgan Dempsey Capital Management LLC | 350 | $67.4K | 0.02% | −25−6.7% | Reduced |
| EntryPoint Capital, LLC | 352 | $67.8K | 0.06% | +352 | New |
| PayPay Securities Corp | 356 | $68.6K | 3.37% | −153−30.1% | Reduced |
| Kathleen S. Wright Associates Inc. | 421 | $81.1K | 0.04% | −13,191−96.9% | Reduced |
| Clarity Asset Management, Inc. | 443 | $85.3K | 0.07% | +443 | New |
| Clear Street Markets LLC | 483 | $93.0K | 0.04% | −41,035−98.8% | Reduced |
| Cordant, Inc. | 505 | $97.2K | 0.06% | −140−21.7% | Reduced |
| Mizuho Securities Co. Ltd. | 515 | $99.2K | 0.36% | −5,685−91.7% | Reduced |
| Friedenthal Financial | 578 | $111.3K | 0.07% | +578 | New |
| Grayhawk Investment Strategies Inc. | 588 | $113.2K | 0.06% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 649 | $120.3K | 0.04% | +8+1.2% | Added |
| Hussman Strategic Advisors, Inc. | 630 | $121.3K | 0.03% | −420−40.0% | Reduced |
| Fairway Wealth LLC | 644 | $124.1K | 0.09% | +644 | New |
| Bramshill Investments, LLC | 653 | $125.7K | 0.01% | +600+1,132.1% | Added |
| Disciplina Capital Management LLC | 682 | $131.2K | 0.02% | +1+0.1% | Added |
| Life Planning Partners, Inc | 685 | $131.9K | 0.13% | +685 | New |
| MidAtlantic Capital Management, Inc. | 688 | $132.5K | 0.13% | +688 | New |
| XY Capital Ltd | 713 | $137.3K | 0.14% | −1,969−73.4% | Reduced |
| EMC Capital Management | 830 | $160.0K | 0.11% | −499−37.5% | Reduced |
| Perritt Capital Management Inc | 879 | $169.2K | 0.09% | −194−18.1% | Reduced |
| Family CFO Inc | 890 | $171.4K | 0.11% | −60−6.3% | Reduced |
| Hoese & Co LLP | 967 | $183.7K | 0.18% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1,020 | $196.4K | 0.04% | −1,402−57.9% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 1,040 | $200.2K | 0.16% | +1,040 | New |
| Robotti Robert | 1,044 | $201.0K | 0.03% | +1,044 | New |
| Chartist Inc | 1,069 | $205.7K | 0.14% | +1,069 | New |
| Marmo Financial Group, LLC | 1,074 | $206.6K | 0.16% | +1,074 | New |
| Comprehensive Wealth Management, LLC | 1,079 | $207.7K | 0.19% | +1,079 | New |
| Shaker Financial Services, LLC | 1,100 | $211.8K | 0.09% | +1,100 | New |
| Stack Financial Management, Inc | 1,101 | $212.0K | 0.02% | +1,101 | New |
| Financial Life Advisors | 1,103 | $212.4K | 0.09% | +1,103 | New |
| Bridgewater Associates, LP | 1,109 | $213.5K | 0.00% | +1,109 | New |
| KM Capital Management Ltd. | 1,127 | $217.0K | 0.13% | +1,127 | New |
| Oxford Asset Management LLP | 1,128 | $217.2K | 0.33% | +1,128 | New |
| Raymond James Trust Co. of NH | 1,140 | $219.5K | 2.45% | −537−32.0% | Reduced |
| Strategic Equity Management | 1,154 | $222.2K | 0.25% | −6,983−85.8% | Reduced |
| Bay Harbor Wealth Management, LLC | 1,164 | $224.2K | 0.09% | +1+0.1% | Added |
| ISAM Funds (UK) Ltd | 1,180 | $227.2K | 0.16% | +1,180 | New |
| Summit Investment Advisory Services, LLC | 1,180 | $227.2K | 0.14% | +1,180 | New |
| Schaeffer Financial LLC | 1,188 | $228.7K | 0.24% | +1,188 | New |
| Encompass More Asset Management | 1,190 | $229.1K | 0.26% | +1,190 | New |
| Twele Capital Management, Inc. | 1,200 | $231.0K | 0.04% | 00.0% | Unchanged |
| Safir Wealth Advisors, LLC | 1,200 | $231.0K | 0.21% | 00.0% | Unchanged |
| Fee-Only Financial Planning, L.C. | 1,202 | $231.4K | 0.17% | 00.0% | Unchanged |
| Kraft Asset Management, LLC | 1,205 | $232.0K | 0.20% | −132−9.9% | Reduced |
| Axim Planning & Wealth | 1,206 | $232.2K | 0.21% | +1,206 | New |
| Win Advisors, Inc | 1,218 | $234.5K | 0.11% | +1,218 | New |
| Brown Financial Advisory | 1,237 | $238.2K | 0.19% | 00.0% | Unchanged |
| Midwest Heritage Bank, FSB | 1,239 | $238.5K | 0.16% | −11−0.9% | Reduced |
| DSC Advisors, L.P. | 1,245 | $239.7K | 0.41% | +28+2.3% | Added |
| Nebula Research & Development LLC | 1,247 | $240.1K | 0.07% | +1,247 | New |
| Squire Investment Management Company, LLC | 1,261 | $242.8K | 0.20% | +1,261 | New |
| Jacobson & Schmitt Advisors, LLC | 1,278 | $246.1K | 0.06% | −210−14.1% | Reduced |
| Samjo Management, LLC | 1,280 | $246.4K | 0.09% | +1,280 | New |
| MQS Management LLC | 1,299 | $250.1K | 0.14% | +1,299 | New |
| Touchstone Capital, Inc. | 1,300 | $250.2K | 0.24% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 1,301 | $250.5K | 0.06% | −49−3.6% | Reduced |
| Luminvest Wealth Management LLC | 1,165 | $251.8K | 0.17% | +1,165 | New |
| Moody Aldrich Partners LLC | 1,308 | $251.8K | 0.05% | +1+0.1% | Added |
| Emory University | 1,309 | $252.0K | 0.16% | +1,309 | New |
| American Capital Management Inc | 1,316 | $253.4K | 0.01% | 00.0% | Unchanged |
| Cardinal Capital Management, Inc. | 1,325 | $255.1K | 0.01% | −110−7.7% | Reduced |
| Windham Capital Management, LLC | 1,326 | $255.3K | 0.09% | 00.0% | Unchanged |
| Ciovacco Capital Management LLC | 1,344 | $258.0K | 0.19% | +1+0.1% | Added |
| Alpha Omega Group, Inc. | 1,359 | $261.6K | 0.46% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 1,368 | $263.4K | 0.24% | −690−33.5% | Reduced |
| Burrus Financial Services, Inc. | 1,372 | $264.3K | 0.14% | +1+0.1% | Added |
| ESL Trust Services, LLC | 1,390 | $267.6K | 0.08% | −20−1.4% | Reduced |
| Grand Wealth Management, LLC | 1,401 | $269.8K | 0.15% | +155+12.4% | Added |
| Asset Planning Services Inc | 1,406 | $271.0K | 0.16% | 00.0% | Unchanged |
| Envision Financial Planning, LLC | 1,430 | $275.4K | 0.24% | −300−17.3% | Reduced |
| Kirr Marbach & Co LLC | 1,432 | $275.6K | 0.07% | −115−7.4% | Reduced |
| Arbor Wealth Advisors LLC | 1,455 | $280.2K | 0.29% | +1,455 | New |
| Disciplined Growth Investors Inc | 1,464 | $281.9K | 0.01% | −642−30.5% | Reduced |
| Platt Investment Counsel, LLC | 1,487 | $286.3K | 0.30% | 00.0% | Unchanged |
| Theory Financial LLC | 1,489 | $286.7K | 0.15% | −56−3.6% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 1,500 | $288.8K | 0.05% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 1,501 | $289.0K | 0.10% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 1,504 | $289.0K | 0.21% | 00.0% | Unchanged |