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; 6,151 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 | 6,151 | $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 | 4,404 | $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 |
|---|---|---|---|---|---|
| Francis Financial, Inc. | 14,927 | $2.87M | 1.23% | +1,007+7.2% | Added |
| Channing Global Advisors, LLC | 14,943 | $2.88M | 2.25% | +167+1.1% | Added |
| Firestone Capital Management | 14,954 | $2.88M | 0.89% | −143−0.9% | Reduced |
| Cherry Tree Wealth Management, LLC | 14,954 | $2.88M | 0.77% | −74−0.5% | Reduced |
| Capital Square, LLC | 14,979 | $2.88M | 3.26% | +122+0.8% | Added |
| Myecfo, LLC | 14,980 | $2.88M | 1.82% | −928−5.8% | Reduced |
| Cambridge Financial Group, LLC | 14,996 | $2.89M | 1.51% | +14,996 | New |
| Elkhorn Partners Limited Partnership | 15,010 | $2.89M | 2.00% | −100−0.7% | Reduced |
| Gallacher Capital Management LLC | 15,011 | $2.89M | 1.61% | −36−0.2% | Reduced |
| V2 Financial group LLC | 15,033 | $2.89M | 2.01% | +150+1.0% | Added |
| Helen Stephens Group, LLC | 15,043 | $2.90M | 1.30% | +83+0.6% | Added |
| Stonebridge Financial Planning Group, LLC | 15,052 | $2.90M | 1.67% | +733+5.1% | Added |
| Parker Investment Management, LLC | 15,943 | $2.90M | 0.58% | 00.0% | Unchanged |
| Ade, LLC | 15,212 | $2.93M | 2.03% | +10.0% | Added |
| Von Berge Wealth Management Group, LLC | 15,774 | $2.93M | 2.25% | −725−4.4% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 15,234 | $2.93M | 1.24% | −21−0.1% | Reduced |
| Grant Street Asset Management, Inc. | 15,256 | $2.94M | 1.04% | −96−0.6% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 15,277 | $2.94M | 1.67% | +1,127+8.0% | Added |
| Commonwealth Financial Services, LLC | 15,320 | $2.95M | 0.69% | −240−1.5% | Reduced |
| Epiq Partners, LLC | 15,321 | $2.95M | 2.12% | −1,128−6.9% | Reduced |
| 25 LLC | 15,331 | $2.95M | 1.52% | +2,075+15.7% | Added |
| SFG Wealth Management, LLC. | 15,345 | $2.95M | 1.97% | +49+0.3% | Added |
| Hartford Funds Management Co LLC | 15,353 | $2.96M | 0.29% | +2,660+21.0% | Added |
| OMNI 360 Wealth, Inc. | 15,382 | $2.96M | 2.77% | +15,382 | New |
| Stamos Capital Partners, L.P. | 15,390 | $2.96M | 0.80% | −10,630−40.9% | Reduced |
| Collective Family Office LLC | 15,412 | $2.97M | 1.04% | −655−4.1% | Reduced |
| Lionsbridge Wealth Management LLC | 15,468 | $2.98M | 2.38% | +918+6.3% | Added |
| Werlinich Asset Management, LLC | 15,420 | $2.98M | 2.25% | −934−5.7% | Reduced |
| Bollard Group LLC | 15,482 | $2.98M | 0.10% | +19+0.1% | Added |
| Sterling Financial Planning, Inc. | 15,490 | $2.98M | 1.29% | −254−1.6% | Reduced |
| Harvest Investment Services, LLC | 15,498 | $2.98M | 1.38% | +44+0.3% | Added |
| Accuvest Global Advisors | 15,504 | $2.98M | 3.18% | −8,778−36.2% | Reduced |
| Raleigh Capital Management Inc. | 15,511 | $2.99M | 1.39% | +1,643+11.8% | Added |
| Capstone Wealth Management Group, LLC | 15,515 | $2.99M | 2.83% | −537−3.3% | Reduced |
| Pointe Capital Management LLC | 15,520 | $2.99M | 2.08% | +350+2.3% | Added |
| Malaga Cove Capital, LLC | 15,537 | $2.99M | 1.26% | +82+0.5% | Added |
| New Century Financial Group, LLC | 15,552 | $2.99M | 2.59% | +15,552 | New |
| Old West Investment Management, LLC | 15,573 | $3.00M | 1.54% | 00.0% | Unchanged |
| Eisler Capital (US) LLC | 15,583 | $3.00M | 5.08% | +5,959+61.9% | Added |
| Wealthgate Family Office, LLC | 15,585 | $3.00M | 8.31% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 15,592 | $3.00M | 3.45% | −274−1.7% | Reduced |
| CKW Financial Group | 15,594 | $3.00M | 0.42% | −1,006−6.1% | Reduced |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 15,593 | $3.00M | 0.68% | +4,857+45.2% | Added |
| Riverpark Capital Management LLC | 15,599 | $3.00M | 4.59% | 00.0% | Unchanged |
| Renasant Bank | 15,605 | $3.00M | 2.39% | −278−1.8% | Reduced |
| Hobbs Group Advisors, LLC | 15,626 | $3.01M | 1.34% | +15,626 | New |
| Aletheian Wealth Advisors LLC | 15,660 | $3.02M | 2.00% | −1,149−6.8% | Reduced |
| Precedent Wealth Partners, LLC | 15,673 | $3.02M | 1.53% | +15,673 | New |
| Crane Advisory, LLC | 16,655 | $3.02M | 0.68% | +273+1.7% | Added |
| Objectivity Squared, LLC | 15,704 | $3.02M | 3.01% | +15,704 | New |
| Saxony Capital Management, LLC | 15,713 | $3.03M | 4.01% | +15,713 | New |
| HTG Investment Advisors, Inc. | 15,721 | $3.03M | 1.98% | +1,283+8.9% | Added |
| Arcus Capital Partners, LLC | 15,736 | $3.03M | 1.06% | +555+3.7% | Added |
| Karpas Strategies, LLC | 15,757 | $3.03M | 1.00% | +6,497+70.2% | Added |
| Nalls Sherbakoff Group, LLC | 15,767 | $3.04M | 2.70% | −276−1.7% | Reduced |
| Etfidea, LLC | 15,775 | $3.04M | 1.14% | +44+0.3% | Added |
| Pinnacle Wealth Management, LLC | 15,801 | $3.04M | 3.48% | +2,320+17.2% | Added |
| Lavaca Capital LLC | 15,819 | $3.05M | 1.86% | −32,728−67.4% | Reduced |
| John W. Brooker & Co., CPAs | 15,842 | $3.05M | 1.76% | +130+0.8% | Added |
| Viewpoint Capital Management LLC | 15,851 | $3.05M | 2.13% | +2,096+15.2% | Added |
| Buttonwood Financial Advisors Inc. | 15,861 | $3.05M | 1.66% | −129−0.8% | Reduced |
| Kelman-Lazarov, Inc. | 15,862 | $3.05M | 0.66% | +144+0.9% | Added |
| Alternative Investment Advisors, LLC. | 15,872 | $3.06M | 1.99% | −1,085−6.4% | Reduced |
| Tucker Asset Management LLC | 15,918 | $3.06M | 0.77% | −417−2.6% | Reduced |
| Heritage Wealth Partners, LLC | 15,934 | $3.07M | 6.26% | −152−0.9% | Reduced |
| Ssi Investment Management LLC | 15,953 | $3.07M | 0.23% | −58−0.4% | Reduced |
| West Bancorporation Inc | 15,955 | $3.07M | 1.98% | −1,122−6.6% | Reduced |
| Waller Financial Planning Group, Inc | 15,965 | $3.07M | 0.81% | +2,691+20.3% | Added |
| Israel Discount Bank of New York | 15,981 | $3.08M | 2.41% | −101−0.6% | Reduced |
| Sterling Manor Financial, LLC | 16,002 | $3.08M | 2.61% | −1,299−7.5% | Reduced |
| Custos Family Office, LLC | 16,016 | $3.08M | 1.60% | +44+0.3% | Added |
| Reuter James Wealth Management, LLC | 16,019 | $3.08M | 2.10% | −289−1.8% | Reduced |
| Main Street Group, LTD | 16,046 | $3.09M | 1.07% | +16,046 | New |
| Luts & Greenleigh Group, Inc | 16,078 | $3.10M | 3.90% | −111−0.7% | Reduced |
| Aft, Forsyth & Sober, LLC | 16,100 | $3.10M | 1.19% | 00.0% | Unchanged |
| NinePointTwo Capital | 16,157 | $3.11M | 1.24% | 00.0% | Unchanged |
| Keating Wealth Management LLC | 16,167 | $3.11M | 2.15% | +16,167 | New |
| Guild Investment Management, Inc. | 16,168 | $3.11M | 4.94% | −5,379−25.0% | Reduced |
| Campbell Wealth Management | 16,185 | $3.12M | 0.37% | −3,329−17.1% | Reduced |
| Rain Capital Management, LLC | 16,213 | $3.12M | 2.20% | −31−0.2% | Reduced |
| Wealthstream Advisors, Inc. | 16,233 | $3.13M | 1.29% | +3,277+25.3% | Added |
| Blackston Financial Advisory Group, LLC | 16,281 | $3.13M | 1.99% | +81+0.5% | Added |
| Interchange Capital Partners, LLC | 16,325 | $3.15M | 2.37% | −1,916−10.5% | Reduced |
| Granite Group Advisors, LLC | 18,225 | $3.15M | 2.23% | +18,225 | New |
| Northwest Quadrant Wealth Management, LLC | 16,403 | $3.16M | 0.82% | +220+1.4% | Added |
| Maia Wealth LLC | 16,404 | $3.16M | 1.28% | +16,404 | New |
| Elgethun Capital Management | 16,407 | $3.16M | 0.89% | +30+0.2% | Added |
| Sharper & Granite LLC | 16,415 | $3.16M | 1.64% | −540−3.2% | Reduced |
| Private Capital Management, LLC | 16,450 | $3.17M | 0.36% | −109−0.7% | Reduced |
| Nabity-Jensen Investment Management Inc | 16,475 | $3.17M | 2.85% | +16,475 | New |
| Stableford Capital II LLC | 17,097 | $3.17M | 1.36% | +389+2.3% | Added |
| Flaharty Asset Management, LLC | 16,508 | $3.18M | 0.50% | −298−1.8% | Reduced |
| Kelly Financial Services LLC | 16,512 | $3.18M | 1.29% | −1,136−6.4% | Reduced |
| JRM Investment Counsel, LLC | 16,545 | $3.19M | 1.16% | −368−2.2% | Reduced |
| Fortis Capital Management LLC | 16,559 | $3.19M | 0.82% | +2,303+16.2% | Added |
| WorthPointe, LLC | 16,594 | $3.19M | 1.63% | −1,404−7.8% | Reduced |
| Matrix Private Capital Group LLC | 16,617 | $3.20M | 2.42% | −4,296−20.5% | Reduced |
| CGC Financial Services, LLC | 16,643 | $3.20M | 1.47% | +742+4.7% | Added |
| Greylin Investment Mangement Inc | 16,650 | $3.21M | 0.55% | −70.0% | Reduced |
| Warren Street Wealth Advisors, LLC | 16,665 | $3.21M | 1.82% | +1,557+10.3% | Added |