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 |
|---|---|---|---|---|---|
| Provident Wealth Management, LLC | 13,273 | $2.56M | 1.12% | +391+3.0% | Added |
| Bank Pictet & Cie (Asia) Ltd | 13,282 | $2.56M | 0.65% | +615+4.9% | Added |
| Diker Management LLC | 13,292 | $2.56M | 2.12% | 00.0% | Unchanged |
| Keyes, Stange & Wooten Wealth Management, LLC | 13,293 | $2.56M | 2.72% | +13,293 | New |
| Autumn Glory Partners, LLC | 13,538 | $2.56M | 1.46% | +130+1.0% | Added |
| Heartwood Wealth Advisors LLC | 13,316 | $2.56M | 0.34% | +2,807+26.7% | Added |
| FSC Wealth Advisors, LLC | 13,335 | $2.57M | 1.88% | −193−1.4% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 13,340 | $2.57M | 1.62% | +339+2.6% | Added |
| Sofos Investments, Inc. | 15,339 | $2.57M | 0.72% | −226,805−93.7% | Reduced |
| Drake & Associates, LLC | 13,366 | $2.57M | 1.05% | +1,136+9.3% | Added |
| Paragon Advisors, LLC | 13,390 | $2.58M | 1.09% | −284−2.1% | Reduced |
| Lumbard & Kellner, LLC | 13,412 | $2.58M | 1.49% | −257−1.9% | Reduced |
| Fenimore Asset Management Inc | 13,481 | $2.60M | 0.06% | −2,665−16.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 13,485 | $2.60M | 0.27% | −9,011−40.1% | Reduced |
| Donoghue Forlines LLC | 13,581 | $2.61M | 0.82% | −1,949−12.5% | Reduced |
| Eaton-Cambridge Inc. | 13,582 | $2.61M | 1.58% | +13,582 | New |
| Prentice Wealth Management LLC | 13,601 | $2.62M | 1.02% | +2,519+22.7% | Added |
| TLWM | 13,625 | $2.62M | 0.62% | +40+0.3% | Added |
| Totem Point Management, LLC | 13,643 | $2.63M | 3.40% | −4,399−24.4% | Reduced |
| Madison Park Capital Advisors, LLC | 13,662 | $2.63M | 2.54% | +13,662 | New |
| Christensen, King & Associates Investment Services, Inc. | 13,667 | $2.63M | 1.41% | +13,667 | New |
| Professional Financial Advisors, LLC | 13,674 | $2.63M | 0.87% | +410+3.1% | Added |
| Retirement Solution Inc. | 13,686 | $2.63M | 0.78% | +2,062+17.7% | Added |
| Avion Wealth | 13,691 | $2.64M | 0.74% | −1,683−10.9% | Reduced |
| Boston Partners | 13,694 | $2.64M | 0.00% | +426+3.2% | Added |
| Moisand Fitzgerald Tamayo, LLC | 13,720 | $2.64M | 0.46% | +1,463+11.9% | Added |
| Chicago Wealth Management, Inc. | 13,761 | $2.65M | 1.81% | +30.0% | Added |
| Solutions 4 Wealth, Ltd | 13,779 | $2.65M | 8.66% | +13,779 | New |
| Harvey Investment Co LLC | 13,776 | $2.65M | 0.32% | −40−0.3% | Reduced |
| Stonehearth Capital Management, LLC | 13,808 | $2.66M | 1.31% | +488+3.7% | Added |
| Cottonwood Capital Advisors, LLC | 13,811 | $2.66M | 2.19% | +2,532+22.4% | Added |
| Fortune 45 LLC | 13,831 | $2.66M | 2.43% | −82−0.6% | Reduced |
| Halter Ferguson Financial Inc. | 13,867 | $2.67M | 1.72% | +13,867 | New |
| Florida Financial Advisors, LLC | 13,886 | $2.67M | 2.48% | +13,886 | New |
| Yost Capital Management, LP | 13,890 | $2.67M | 4.49% | −12,110−46.6% | Reduced |
| WJ Wealth Management, LLC | 13,944 | $2.68M | 1.17% | −84−0.6% | Reduced |
| Concorde Asset Management, LLC | 13,919 | $2.69M | 1.84% | +601+4.5% | Added |
| Guardian Financial Partners, LLC | 13,993 | $2.69M | 2.21% | +1,417+11.3% | Added |
| Groesbeck Investment Management Corp | 14,005 | $2.70M | 3.73% | +35+0.3% | Added |
| Prostatis Group LLC | 14,006 | $2.70M | 1.13% | +3,325+31.1% | Added |
| One Degree Advisors Inc | 14,374 | $2.70M | 1.38% | +14,374 | New |
| Inspire Advisors, LLC | 14,014 | $2.70M | 0.41% | +609+4.5% | Added |
| Capital Wealth Alliance, LLC | 14,023 | $2.70M | 1.85% | −79−0.6% | Reduced |
| Forza Wealth Management, LLC | 14,053 | $2.71M | 1.49% | −1,107−7.3% | Reduced |
| ESG Planning | 14,068 | $2.71M | 2.89% | +388+2.8% | Added |
| MA Private Wealth | 14,086 | $2.71M | 0.58% | +1,501+11.9% | Added |
| Burkett Financial Services, LLC | 14,130 | $2.72M | 1.52% | +14,130 | New |
| Alpha DNA Investment Management LLC | 14,139 | $2.72M | 1.62% | −343−2.4% | Reduced |
| FOCUS Wealth Advisors, LLC | 14,163 | $2.73M | 1.72% | −530−3.6% | Reduced |
| Greenwich Investment Management, Inc. | 14,182 | $2.73M | 2.05% | +24+0.2% | Added |
| MN Wealth Advisors, LLC | 14,204 | $2.73M | 1.88% | +14,204 | New |
| Victory Financial Group, LLC | 14,207 | $2.74M | 1.85% | +14,207 | New |
| Resource Consulting Group Inc | 14,248 | $2.74M | 0.47% | +2,305+19.3% | Added |
| Seven Springs Wealth Group, LLC | 14,249 | $2.74M | 1.24% | −56−0.4% | Reduced |
| Capitol Family Office, Inc. | 14,263 | $2.75M | 4.62% | +511+3.7% | Added |
| Kellett Schaffner Wealth Advisors LLC | 14,268 | $2.75M | 2.04% | −789−5.2% | Reduced |
| BlackDiamond Wealth Management Inc. | 14,649 | $2.75M | 2.02% | +1,077+7.9% | Added |
| Compass Financial Group, INC | 14,350 | $2.76M | 0.73% | +4,097+40.0% | Added |
| APCM Wealth Management for Individuals | 14,353 | $2.76M | 0.46% | −172−1.2% | Reduced |
| Warwick Investment Management, Inc. | 14,378 | $2.77M | 0.81% | +3,299+29.8% | Added |
| Power Wealth Management LLC | 14,381 | $2.77M | 2.01% | +14,381 | New |
| Brogan Financial, Inc. | 14,407 | $2.77M | 2.05% | −401−2.7% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 14,464 | $2.78M | 2.65% | −165−1.1% | Reduced |
| Napatree Capital LLC | 14,474 | $2.79M | 2.79% | +14,474 | New |
| Davis Capital Management | 14,476 | $2.79M | 2.68% | +14,476 | New |
| KC Investment Advisors, LLC | 14,483 | $2.79M | 1.68% | −1,301−8.2% | Reduced |
| Mosley Wealth Management | 14,488 | $2.79M | 2.75% | +14,488 | New |
| KilterHowling LLC | 15,012 | $2.79M | 2.09% | +203+1.4% | Added |
| Wetzel Investment Advisors, Inc. | 14,499 | $2.79M | 1.71% | +14,499 | New |
| Discovery Value Fund | 14,498 | $2.79M | 1.27% | −1,500−9.4% | Reduced |
| Olstein Capital Management, L.P. | 14,500 | $2.79M | 0.47% | −2,500−14.7% | Reduced |
| Adams Wealth Management | 14,546 | $2.80M | 0.83% | −334−2.2% | Reduced |
| Smith & Howard Wealth Management, LLC | 14,564 | $2.80M | 0.99% | +1,253+9.4% | Added |
| Clear Investment Research, LLC | 14,572 | $2.81M | 3.95% | +312+2.2% | Added |
| Pinnacle Wealth Management Group, Inc. | 14,618 | $2.81M | 2.31% | −213−1.4% | Reduced |
| Hanlon Investment Management, Inc. | 14,626 | $2.82M | 0.89% | +2,168+17.4% | Added |
| Stephens Consulting, LLC | 14,634 | $2.82M | 0.95% | +4,391+42.9% | Added |
| Allegiance Financial Group Advisory Services LLC | 14,692 | $2.83M | 1.33% | +328+2.3% | Added |
| Garrison Asset Management, LLC | 14,698 | $2.83M | 1.56% | +1,211+9.0% | Added |
| Green Alpha Advisors, LLC | 14,727 | $2.84M | 2.04% | −1,266−7.9% | Reduced |
| Inspire Trust Co, N.A. | 14,730 | $2.84M | 2.93% | +14,730 | New |
| Archetype Wealth Partners | 14,743 | $2.84M | 0.52% | −588−3.8% | Reduced |
| DCF Advisers, LLC | 14,750 | $2.84M | 1.92% | 00.0% | Unchanged |
| RCS Financial Planning, LLC | 14,767 | $2.84M | 1.86% | +987+7.2% | Added |
| Kennicott Capital Management LLC | 14,767 | $2.84M | 1.40% | +568+4.0% | Added |
| Holistic Planning, LLC | 14,787 | $2.85M | 2.40% | +14,787 | New |
| Imprint Wealth LLC | 14,817 | $2.85M | 2.29% | −3,282−18.1% | Reduced |
| US Financial Advisors, LLC | 14,827 | $2.85M | 1.06% | +1,148+8.4% | Added |
| MinichMacGregor Wealth Management, LLC | 14,833 | $2.86M | 0.83% | −653−4.2% | Reduced |
| One + One Wealth Management, LLC | 14,857 | $2.86M | 1.74% | −586−3.8% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 14,871 | $2.86M | 1.53% | +1,168+8.5% | Added |
| Boomfish Wealth Group, LLC | 14,879 | $2.86M | 2.07% | +14,879 | New |
| KLR Investment Advisors, LLC | 14,889 | $2.87M | 2.07% | −630−4.1% | Reduced |
| Riverstone Advisors, LLC | 14,892 | $2.87M | 1.86% | +245+1.7% | Added |
| RS Crum Inc. | 14,893 | $2.87M | 0.89% | +546+3.8% | Added |
| Powell Investment Advisors, LLC | 14,897 | $2.87M | 1.59% | +42+0.3% | Added |
| Aigen Investment Management, LP | 14,901 | $2.87M | 0.51% | +514+3.6% | Added |
| OneAscent Wealth Management LLC | 14,906 | $2.87M | 1.15% | +694+4.9% | Added |
| Berkeley Capital Partners, LLC | 14,922 | $2.87M | 0.95% | −122−0.8% | Reduced |
| Valued Retirements, Inc. | 14,925 | $2.87M | 4.98% | +14,925 | New |