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, 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
- 4,977
- +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
- 1,738 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 | 6,150 | $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, 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 |
|---|---|---|---|---|---|
| GenWealth Group, Inc. | 10,547 | $2.03M | 0.56% | +132+1.3% | Added |
| FMA Wealth Management, LLC | 10,568 | $2.03M | 1.85% | +10,568 | New |
| KWMG, LLC | 10,580 | $2.04M | 0.24% | −47−0.4% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 10,592 | $2.04M | 1.44% | −734−6.5% | Reduced |
| BW Gestao de Investimentos Ltda. | 10,596 | $2.04M | 0.23% | 00.0% | Unchanged |
| Strid Group, LLC | 10,597 | $2.04M | 0.41% | +99+0.9% | Added |
| Sage Investment Advisers LLC | 10,602 | $2.04M | 2.48% | +108+1.0% | Added |
| OLIO Financial Planning | 10,551 | $2.04M | 0.86% | −185−1.7% | Reduced |
| Pineridge Advisors LLC | 10,618 | $2.04M | 0.68% | +10,618 | New |
| RWWM, Inc. | 10,631 | $2.05M | 0.24% | −186−1.7% | Reduced |
| DecisionPoint Financial, LLC | 10,635 | $2.05M | 0.88% | +1,972+22.8% | Added |
| Cynosure Management, LLC | 10,647 | $2.05M | 0.37% | +2,822+36.1% | Added |
| Wooster Corthell Wealth Management, Inc. | 10,650 | $2.05M | 0.49% | −210−1.9% | Reduced |
| Virtus Investment Advisers, Inc. | 10,659 | $2.05M | 1.54% | +6,025+130.0% | Added |
| Redmont Wealth Advisors LLC | 10,662 | $2.05M | 2.99% | −395−3.6% | Reduced |
| Pavion Blue Capital, LLC | 10,695 | $2.06M | 1.14% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 10,719 | $2.06M | 1.17% | +10,719 | New |
| Koesten, Hirschmann & Crabtree, INC. | 10,768 | $2.07M | 1.44% | −276−2.5% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 10,768 | $2.07M | 1.93% | +517+5.0% | Added |
| Schrum Private Wealth Management LLC | 10,794 | $2.08M | 2.95% | −16,097−59.9% | Reduced |
| Avondale Wealth Management | 10,802 | $2.08M | 1.68% | −24−0.2% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 10,805 | $2.08M | 0.60% | −115−1.1% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 10,819 | $2.08M | 0.62% | +19+0.2% | Added |
| Crestone Asset Management LLC | 10,838 | $2.09M | 0.47% | −333−3.0% | Reduced |
| AJOVista, LLC | 10,876 | $2.09M | 2.64% | +10,876 | New |
| Able Wealth Management LLC | 10,891 | $2.10M | 1.90% | +10,891 | New |
| Park Circle Co | 10,900 | $2.10M | 2.03% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 10,916 | $2.10M | 0.70% | 00.0% | Unchanged |
| Resource Planning Group | 10,917 | $2.10M | 1.34% | +188+1.8% | Added |
| VisionPoint Advisory Group, LLC | 10,929 | $2.10M | 0.78% | −1,588−12.7% | Reduced |
| Shakespeare Wealth Management, Inc. | 10,932 | $2.10M | 0.65% | −144−1.3% | Reduced |
| Tolleson Wealth Management, Inc. | 10,937 | $2.11M | 0.43% | +87+0.8% | Added |
| Fairbanks Capital Management, Inc. | 10,943 | $2.11M | 1.50% | 00.0% | Unchanged |
| Waterway Wealth Management, LLC | 10,967 | $2.11M | 0.88% | +10,967 | New |
| Powers Advisory Group, LLC | 10,977 | $2.11M | 1.30% | −77−0.7% | Reduced |
| HT Partners LLC | 10,980 | $2.11M | 0.84% | −268−2.4% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 10,987 | $2.12M | 0.45% | +293+2.7% | Added |
| Palouse Capital Management, Inc. | 10,991 | $2.12M | 1.50% | −276−2.4% | Reduced |
| Kaydan Wealth Management, Inc. | 10,993 | $2.12M | 0.86% | 00.0% | Unchanged |
| La Financiere de L'Echiquier | 11,008 | $2.12M | 0.10% | +946+9.4% | Added |
| Columbus Macro, LLC | 11,224 | $2.12M | 0.84% | +59+0.5% | Added |
| Shayne & Co., LLC | 11,027 | $2.12M | 0.66% | +10.0% | Added |
| VELA Investment Management, LLC | 11,028 | $2.12M | 0.86% | −2,049−15.7% | Reduced |
| Punch & Associates Investment Management, Inc. | 11,034 | $2.12M | 0.12% | −305−2.7% | Reduced |
| Trademark Financial Management, LLC | 11,040 | $2.13M | 1.56% | +11,040 | New |
| Stevard, LLC | 11,050 | $2.13M | 2.10% | 00.0% | Unchanged |
| WealthCare Investment Partners, LLC | 11,466 | $2.13M | 1.16% | +414+3.7% | Added |
| Longitude (Cayman) Ltd. | 11,060 | $2.13M | 3.41% | +60+0.5% | Added |
| Peterson Wealth Advisors, LLC | 11,074 | $2.13M | 0.51% | +51+0.5% | Added |
| MKT Advisors LLC | 11,785 | $2.14M | 1.41% | +92+0.8% | Added |
| ForthRight Wealth Management, LLC | 11,097 | $2.14M | 0.83% | +67+0.6% | Added |
| Rosenbaum Jay D. | 11,098 | $2.14M | 5.52% | −15,131−57.7% | Reduced |
| Future Financial Wealth Managment LLC | 11,129 | $2.14M | 2.13% | −250−2.2% | Reduced |
| Second Half Financial Partners, LLC | 11,139 | $2.14M | 1.06% | −51−0.5% | Reduced |
| Motley Fool Wealth Management, LLC | 11,424 | $2.15M | 0.11% | +363+3.3% | Added |
| Allen Wealth Management, LLC | 11,194 | $2.16M | 2.11% | +11,194 | New |
| Pinnacle Financial Group, LLC | 11,210 | $2.16M | 1.11% | −110−1.0% | Reduced |
| Woodward Financial Advisors, Inc. | 11,211 | $2.16M | 1.42% | +1,574+16.3% | Added |
| Wulff, Hansen & Co. | 11,214 | $2.16M | 2.40% | −95−0.8% | Reduced |
| Holistic Financial Partners | 11,216 | $2.16M | 1.30% | +624+5.9% | Added |
| Lanham O'Dell & Company, Inc. | 11,223 | $2.16M | 1.50% | +6,953+162.8% | Added |
| Mid-American Wealth Advisory Group, Inc. | 11,226 | $2.16M | 1.60% | −1,477−11.6% | Reduced |
| Sprinkle Financial Consultants LLC | 11,266 | $2.17M | 2.21% | +11,266 | New |
| Vima LLC | 11,282 | $2.17M | 5.02% | +11,282 | New |
| Cranbrook Wealth Management, LLC | 11,305 | $2.18M | 0.58% | −190−1.7% | Reduced |
| Joseph Group Capital Management | 11,322 | $2.18M | 1.27% | +310+2.8% | Added |
| Echo Wealth Management, LLC | 11,770 | $2.18M | 2.04% | −835−6.6% | Reduced |
| Soundmark Wealth Management, LLC | 11,355 | $2.19M | 1.08% | 00.0% | Unchanged |
| Compass Advisory Group LLC | 11,381 | $2.19M | 1.05% | +700+6.6% | Added |
| Kingdom Financial Group LLC. | 11,410 | $2.20M | 1.91% | −54−0.5% | Reduced |
| Pring Turner Capital Group Inc | 11,411 | $2.20M | 1.68% | −518−4.3% | Reduced |
| Fiduciary Planning LLC | 11,414 | $2.20M | 0.94% | +1,817+18.9% | Added |
| Tactive Advisors, LLC | 11,415 | $2.20M | 1.41% | +776+7.3% | Added |
| 5th Street Advisors, LLC | 11,430 | $2.20M | 1.36% | +5,314+86.9% | Added |
| Element Wealth, LLC | 11,431 | $2.20M | 1.38% | −91−0.8% | Reduced |
| Peterson Wealth Management | 11,444 | $2.20M | 1.98% | +1,357+13.5% | Added |
| Financial Symmetry Inc | 11,446 | $2.20M | 2.17% | +11,446 | New |
| Courage Miller Partners, LLC | 11,956 | $2.20M | 0.83% | +369+3.2% | Added |
| Rooted Wealth Advisors, Inc. | 11,659 | $2.21M | 1.15% | +704+6.4% | Added |
| Basepoint Wealth LLC | 11,477 | $2.21M | 1.77% | +280+2.5% | Added |
| Legacy Bridge, LLC | 11,503 | $2.21M | 1.44% | −275−2.3% | Reduced |
| River & Mercantile Asset Management LLP | 11,520 | $2.22M | 0.42% | −2,460−17.6% | Reduced |
| Blossom Wealth Management | 11,526 | $2.22M | 5.98% | +1,710+17.4% | Added |
| Asset Advisors Investment Management, LLC | 11,529 | $2.22M | 0.27% | +96+0.8% | Added |
| Builder Investment Group Inc | 11,530 | $2.22M | 0.80% | −28−0.2% | Reduced |
| Monte Financial Group, LLC | 11,532 | $2.22M | 1.04% | −450−3.8% | Reduced |
| Legal Advantage Investments, Inc. | 11,537 | $2.22M | 1.34% | +232+2.1% | Added |
| Sterling Wealth Management, Inc. | 11,537 | $2.22M | 1.25% | +11,537 | New |
| VCI Wealth Management LLC | 11,539 | $2.22M | 1.35% | +11,539 | New |
| Tealwood Asset Management Inc | 11,543 | $2.22M | 1.06% | +521+4.7% | Added |
| Roth Financial Partners LLC | 11,565 | $2.23M | 1.14% | +501+4.5% | Added |
| Gouws Capital LLC | 11,590 | $2.23M | 1.82% | −1,200−9.4% | Reduced |
| Vista Investment Management | 11,599 | $2.23M | 1.04% | +3,299+39.7% | Added |
| BEAM Asset Management, LLC | 11,653 | $2.24M | 1.42% | −6−0.1% | Reduced |
| Ratio Wealth Group | 11,662 | $2.25M | 0.49% | +134+1.2% | Added |
| Greytown Advisors Inc. | 11,666 | $2.25M | 1.23% | −377−3.1% | Reduced |
| Wrenne Financial Planning LLC | 11,682 | $2.25M | 1.91% | +11,682 | New |
| Safeguard Financial, LLC | 11,687 | $2.25M | 0.85% | −488−4.0% | Reduced |
| Whitaker-Myers Wealth Managers, LTD. | 11,698 | $2.25M | 1.12% | +1,081+10.2% | Added |
| Financial Freedom, LLC | 11,706 | $2.25M | 1.43% | +11+0.1% | Added |