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 |
|---|---|---|---|---|---|
| Advus Financial Partners, LLC | 11,725 | $2.26M | 1.10% | −5,920−33.6% | Reduced |
| Constant Guidance Financial LLC | 11,734 | $2.26M | 2.30% | −2,135−15.4% | Reduced |
| Rosenberg Matthew Hamilton | 11,748 | $2.26M | 0.70% | +54+0.5% | Added |
| Lakeside Advisors, INC. | 11,756 | $2.26M | 1.57% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 11,775 | $2.27M | 0.99% | +2,903+32.7% | Added |
| SMART Wealth LLC | 11,783 | $2.27M | 1.24% | +1,394+13.4% | Added |
| Evergreen Wealth Management, LLC | 11,817 | $2.28M | 1.67% | +679+6.1% | Added |
| Matrix Trust Co | 11,827 | $2.28M | 0.53% | −28−0.2% | Reduced |
| Clear Point Advisors Inc. | 11,835 | $2.28M | 2.01% | +11,835 | New |
| X-Square Capital, LLC | 11,835 | $2.28M | 1.26% | −55−0.5% | Reduced |
| Richwood Investment Advisors, LLC | 11,842 | $2.28M | 2.14% | −40.0% | Reduced |
| Wealth Forward, LLC | 11,849 | $2.28M | 1.93% | +11,849 | New |
| Sollinda Capital Management LLC | 11,875 | $2.29M | 0.65% | +11,875 | New |
| Financial Planning & Information Services, Inc. | 11,882 | $2.29M | 0.36% | −85−0.7% | Reduced |
| Raffa Wealth Management, LLC | 11,896 | $2.29M | 0.70% | −635−5.1% | Reduced |
| RAM Investment Partners, LLC | 11,918 | $2.29M | 0.80% | +952+8.7% | Added |
| TrueWealth Advisors, LLC | 11,921 | $2.30M | 0.89% | −629−5.0% | Reduced |
| Dodds Wealth, LLC | 11,923 | $2.30M | 1.18% | +11,923 | New |
| Old North State Wealth Management, LLC | 11,920 | $2.30M | 1.70% | +757+6.8% | Added |
| First Pacific Financial | 11,936 | $2.30M | 0.70% | +1,166+10.8% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 11,940 | $2.30M | 4.64% | +11,940 | New |
| Barnes Pettey Financial Advisors, LLC | 11,942 | $2.30M | 1.87% | −155−1.3% | Reduced |
| Talisman Wealth Advisors LLC | 12,008 | $2.31M | 3.43% | +1,841+18.1% | Added |
| Heritage Investment Group, Inc. | 12,007 | $2.31M | 0.51% | +113+1.0% | Added |
| Keating Investment Counselors Inc | 12,016 | $2.31M | 0.83% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 12,032 | $2.32M | 2.88% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 12,033 | $2.32M | 0.00% | +763+6.8% | Added |
| International Private Wealth Advisors LLC | 12,050 | $2.32M | 2.29% | +12,050 | New |
| Orin Green Financial, LLC | 12,050 | $2.32M | 1.14% | −113−0.9% | Reduced |
| Ami Investment Management Inc | 12,056 | $2.32M | 0.94% | −372−3.0% | Reduced |
| Camarda Financial Advisors, LLC | 12,076 | $2.32M | 1.00% | +212+1.8% | Added |
| Matthew Goff Investment Advisor, LLC | 12,108 | $2.33M | 0.52% | −258−2.1% | Reduced |
| Live Oak Investment Partners | – | $2.33M | 2.13% | – | – |
| M3 Advisory Group, LLC | 12,147 | $2.34M | 2.74% | +12,147 | New |
| AJ Advisors, LLC | 12,173 | $2.34M | 1.44% | +1,494+14.0% | Added |
| Stephenson National Bank & Trust | 12,187 | $2.35M | 1.15% | −1,017−7.7% | Reduced |
| Private Wealth Advisors | 12,201 | $2.35M | 1.01% | −946−7.2% | Reduced |
| Empire Life Investments Inc. | 12,267 | $2.36M | 0.15% | +12,267 | New |
| Arrowroot Family Office, LLC | 12,269 | $2.36M | 1.67% | −671−5.2% | Reduced |
| Clear Rock Advisors, LLC | 12,514 | $2.36M | 1.07% | +12,514 | New |
| Systematic Financial Management LP | 12,335 | $2.37M | 0.07% | 00.0% | Unchanged |
| Hara Capital LLC | 12,370 | $2.38M | 1.68% | +12,370 | New |
| Davidson Capital Management Inc. | 12,399 | $2.39M | 0.87% | +2,671+27.5% | Added |
| AlphaMark Advisors, LLC | 12,447 | $2.40M | 0.91% | −115−0.9% | Reduced |
| AlphaQ Advisors LLC | 12,448 | $2.40M | 1.66% | −3,842−23.6% | Reduced |
| Waycross Investment Management Co | 12,491 | $2.40M | 2.65% | −481−3.7% | Reduced |
| SWAN Capital LLC | 12,494 | $2.41M | 1.51% | −349−2.7% | Reduced |
| Refined Wealth Management | 12,514 | $2.41M | 1.88% | −20.0% | Reduced |
| Consilio Wealth Advisors, LLC | 12,534 | $2.41M | 1.22% | +2,746+28.1% | Added |
| Keb Asset Management, LLC | 12,538 | $2.41M | 0.89% | +1,318+11.7% | Added |
| Orrstown Financial Services Inc | 12,541 | $2.41M | 1.93% | +12,541 | New |
| Birchbrook, Inc. | 12,546 | $2.42M | 1.59% | +12,546 | New |
| Northern Capital Management, Inc. | 12,555 | $2.42M | 2.16% | +20.0% | Added |
| Brendel Financial Advisors LLC | 12,561 | $2.42M | 1.58% | +12,561 | New |
| Marquette Asset Management, LLC | 12,608 | $2.43M | 0.45% | −8−0.1% | Reduced |
| West Financial Advisors, LLC | 12,611 | $2.43M | 0.55% | −81−0.6% | Reduced |
| Galibier Capital Management Ltd. | 12,647 | $2.43M | 0.63% | −670−5.0% | Reduced |
| MBM Wealth Consultants, LLC | 12,703 | $2.44M | 0.91% | +234+1.9% | Added |
| DB Wealth Management Group, LLC | 12,657 | $2.44M | 1.38% | −1,664−11.6% | Reduced |
| Vaughan & Co Securities, Inc. | 12,700 | $2.45M | 1.64% | +362+2.9% | Added |
| Arbor Capital Management Inc | 13,281 | $2.45M | 1.84% | −65−0.5% | Reduced |
| Client 1st Advisory Group, LLC | 12,718 | $2.45M | 1.19% | −90−0.7% | Reduced |
| Frazier Financial Advisors, LLC | 12,724 | $2.45M | 2.15% | +12,724 | New |
| Gill Capital Partners, LLC | 12,734 | $2.45M | 1.03% | −185−1.4% | Reduced |
| Riverpoint Wealth Management Holdings, LLC | 12,737 | $2.45M | 0.72% | +14+0.1% | Added |
| Clarity Capital Advisors, LLC | 12,756 | $2.46M | 2.13% | +12,756 | New |
| Wallace Capital Management Inc. | 12,771 | $2.46M | 0.37% | −1,475−10.4% | Reduced |
| Portfolio Strategies, Inc. | 12,773 | $2.46M | 0.41% | +450+3.7% | Added |
| Annapolis Financial Services, LLC | 12,807 | $2.47M | 0.62% | −37−0.3% | Reduced |
| Strata Wealth Advisors, LLC | 12,817 | $2.47M | 0.97% | +581+4.7% | Added |
| Market Street Wealth Management Advisors LLC | 12,825 | $2.47M | 0.52% | +959+8.1% | Added |
| Forthright Family Wealth Advisory LLC | 12,827 | $2.47M | 1.93% | +12,827 | New |
| HGK Asset Management Inc | 12,831 | $2.47M | 0.57% | −100−0.8% | Reduced |
| FSB Premier Wealth Management, Inc. | 12,868 | $2.48M | 1.24% | −176−1.3% | Reduced |
| Providence First Trust Co | 12,890 | $2.48M | 1.22% | +669+5.5% | Added |
| Wallace Advisory Group, LLC | 14,504 | $2.48M | 1.94% | −834−5.4% | Reduced |
| Payden & Rygel | 12,900 | $2.48M | 0.18% | −550−4.1% | Reduced |
| Seven Post Investment Office LP | 12,926 | $2.49M | 0.64% | −756−5.5% | Reduced |
| Mraz, Amerine & Associates, Inc. | 12,928 | $2.49M | 0.52% | −1,130−8.0% | Reduced |
| Valtinson Bruner Financial Planning LLC | 12,943 | $2.49M | 1.28% | +117+0.9% | Added |
| Flower City Capital | 12,949 | $2.49M | 1.86% | +1,704+15.2% | Added |
| Intergy Private Wealth, LLC | 12,952 | $2.49M | 1.08% | −17−0.1% | Reduced |
| Tanglewood Legacy Advisors, LLC | 13,004 | $2.50M | 1.37% | +50.0% | Added |
| Catalyst Private Wealth, LLC | 13,015 | $2.51M | 1.18% | −1,129−8.0% | Reduced |
| Driehaus Capital Management LLC | 13,036 | $2.51M | 0.03% | +778+6.3% | Added |
| Integral Investment Advisors, Inc. | 13,038 | $2.51M | 1.60% | −1,598−10.9% | Reduced |
| Delphi Management Inc | 13,047 | $2.51M | 2.31% | −65−0.5% | Reduced |
| Rather & Kittrell, Inc. | 13,053 | $2.51M | 0.88% | +19+0.1% | Added |
| Cubic Asset Management, LLC | 13,057 | $2.51M | 0.65% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 13,088 | $2.52M | 0.93% | +919+7.6% | Added |
| Menard Financial Group LLC | 13,103 | $2.52M | 3.13% | +41+0.3% | Added |
| PAX Financial Group, LLC | 13,399 | $2.52M | 0.52% | +1,554+13.1% | Added |
| Dorsey Wright & Associates | 13,127 | $2.53M | 0.77% | +13,127 | New |
| Up Strategic Wealth Investment Advisors LLC | 13,136 | $2.53M | 4.61% | +13,136 | New |
| EWG Elevate Inc. | 13,145 | $2.53M | 1.05% | +100+0.8% | Added |
| Fortress Wealth Management, Inc. | 13,153 | $2.53M | 1.38% | −389−2.9% | Reduced |
| Black Swift Group, LLC | 13,171 | $2.54M | 0.76% | −249−1.9% | Reduced |
| Warner Financial, Inc | 13,181 | $2.54M | 1.43% | +188+1.4% | Added |
| Barings LLC | 13,194 | $2.54M | 0.08% | +805+6.5% | Added |
| Apeiron RIA LLC | 13,236 | $2.55M | 0.79% | +1,088+9.0% | Added |