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 |
|---|---|---|---|---|---|
| Coyle Financial Counsel LLC | 16,673 | $3.21M | 1.23% | −418−2.4% | Reduced |
| Caliber Wealth Management, LLC | 16,683 | $3.21M | 1.89% | +226+1.4% | Added |
| Lake Hills Wealth Management, LLC | 16,685 | $3.21M | 3.21% | +82+0.5% | Added |
| First Bank & Trust | 16,693 | $3.21M | 0.78% | +118+0.7% | Added |
| Veritas Investment Partners (UK) Ltd. | 16,733 | $3.22M | 0.07% | +2,078+14.2% | Added |
| Creegan & Nassoura Financial Group, LLC | 16,755 | $3.23M | 2.34% | −1,630−8.9% | Reduced |
| Planned Solutions, Inc. | 16,770 | $3.23M | 1.51% | +1,302+8.4% | Added |
| Cedrus LLC | 16,775 | $3.23M | 2.00% | −205−1.2% | Reduced |
| Cox Capital Mgt LLC | 16,813 | $3.24M | 2.11% | −739−4.2% | Reduced |
| Hutner Capital Management Inc | 16,849 | $3.24M | 1.91% | +20+0.1% | Added |
| Opus Capital Group, LLC | 16,857 | $3.25M | 0.53% | −234−1.4% | Reduced |
| BluePath Capital Management, LLC | 17,436 | $3.25M | 2.86% | +6,033+52.9% | Added |
| Dixon Fnancial Services, Inc. | 16,961 | $3.27M | 2.01% | +495+3.0% | Added |
| IMZ Advisory Inc | 17,916 | $3.27M | 1.76% | +17,916 | New |
| HMS Capital Management, LLC | 16,969 | $3.27M | 2.01% | −131−0.8% | Reduced |
| Teza Capital Management LLC | 16,974 | $3.27M | 0.55% | +9,892+139.7% | Added |
| Three Bridge Wealth Advisors, LLC | 16,979 | $3.27M | 1.13% | −600−3.4% | Reduced |
| 4J Wealth Management LLC | 16,989 | $3.27M | 2.99% | −270−1.6% | Reduced |
| AllSquare Wealth Management LLC | 16,990 | $3.27M | 2.01% | −1,366−7.4% | Reduced |
| Unique Wealth, LLC | 17,011 | $3.28M | 1.06% | +1,755+11.5% | Added |
| Single Point Partners, LLC | 17,049 | $3.28M | 0.82% | −209−1.2% | Reduced |
| Mach-1 Financial Group, Inc. | 17,051 | $3.28M | 1.25% | −587−3.3% | Reduced |
| Townsend & Associates, Inc | 16,917 | $3.29M | 0.41% | −522−3.0% | Reduced |
| Abel Hall, LLC | 17,113 | $3.29M | 2.81% | +17,113 | New |
| Koss-Olinger Consulting, LLC | 17,122 | $3.30M | 0.32% | +2,586+17.8% | Added |
| Investors Asset Management of Georgia Inc | 17,172 | $3.31M | 1.68% | −130−0.8% | Reduced |
| Regimen Wealth, LLC | 17,197 | $3.31M | 1.27% | −36−0.2% | Reduced |
| SilverOak Wealth Management LLC | 17,199 | $3.31M | 0.89% | +17,199 | New |
| Financial Guidance Group, Inc. | 17,199 | $3.31M | 2.30% | −10.0% | Reduced |
| Wolff Financial Management LLC | 17,221 | $3.32M | 1.02% | +10.0% | Added |
| Scarborough Advisors, LLC | 17,227 | $3.32M | 0.68% | −41−0.2% | Reduced |
| Avaii Wealth Management, LLC | 17,264 | $3.32M | 2.17% | −1,075−5.9% | Reduced |
| Jackson Thornton Asset Management, LLC | 17,271 | $3.33M | 0.61% | +181+1.1% | Added |
| Aspen Wealth Strategies, LLC | 17,300 | $3.33M | 2.42% | +14+0.1% | Added |
| Todd Asset Management LLC | 17,305 | $3.33M | 0.07% | 00.0% | Unchanged |
| Investors Research Corp | 17,307 | $3.33M | 0.80% | +950+5.8% | Added |
| Rebalance, LLC | 17,324 | $3.34M | 0.29% | +2,218+14.7% | Added |
| Pinnacle Holdings, LLC | 17,353 | $3.34M | 1.37% | +20+0.1% | Added |
| BluePointe Capital Management, LLC | 17,364 | $3.34M | 2.54% | +17,364 | New |
| Bond & Devick Financial Network, Inc. | 17,366 | $3.34M | 1.90% | +2,410+16.1% | Added |
| Point72 Europe (London) LLP | 17,412 | $3.35M | 0.42% | +17,412 | New |
| First Washington CORP | 17,431 | $3.36M | 1.29% | −1,460−7.7% | Reduced |
| May Barnhard Investments LLC | 17,449 | $3.36M | 1.73% | +17,449 | New |
| Campion Asset Management LLC | 17,495 | $3.37M | 2.85% | 00.0% | Unchanged |
| Austin Wealth Management, LLC | 18,496 | $3.37M | 0.90% | +453+2.5% | Added |
| Nottingham Advisors, Inc. | 17,516 | $3.37M | 0.47% | −186−1.1% | Reduced |
| Geometric Wealth Advisors | 17,538 | $3.38M | 0.90% | −113−0.6% | Reduced |
| Arvest Investments, Inc. | 17,540 | $3.38M | 0.55% | +17,540 | New |
| Sensible Money, LLC | 17,547 | $3.38M | 2.03% | +4,262+32.1% | Added |
| Private Management Group Inc | 17,555 | $3.38M | 0.13% | +895+5.4% | Added |
| WealthTrust Asset Management, LLC | 17,567 | $3.38M | 2.85% | +667+3.9% | Added |
| Heritage Wealth Management, LLC | 17,579 | $3.38M | 1.83% | +17,579 | New |
| Sendero Wealth Management, LLC | 17,586 | $3.39M | 0.64% | +1,633+10.2% | Added |
| Peak Financial Advisors LLC | 17,599 | $3.39M | 2.26% | +3,603+25.7% | Added |
| Conservest Capital Advisors, Inc. | 17,624 | $3.39M | 0.36% | +822+4.9% | Added |
| Second Line Capital, LLC | 17,644 | $3.40M | 1.36% | +17,644 | New |
| American State Bank (Iowa) | 17,671 | $3.40M | 2.17% | −156−0.9% | Reduced |
| Meadow Creek Wealth Advisors LLC | 17,677 | $3.40M | 3.31% | +17,677 | New |
| MRP Capital Investments, LLC | 17,677 | $3.40M | 3.67% | −24,475−58.1% | Reduced |
| Wilkins Investment Counsel Inc | 17,714 | $3.41M | 0.83% | +14,489+449.3% | Added |
| Ledgewood Wealth Advisors, LLC | 17,737 | $3.41M | 3.15% | +17,737 | New |
| Lawson Kroeker Investment Management Inc | 17,744 | $3.42M | 0.70% | −52−0.3% | Reduced |
| Andrew Hill Investment Advisors, Inc. | 17,744 | $3.42M | 3.56% | +17,744 | New |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 17,754 | $3.42M | 1.54% | +360+2.1% | Added |
| Lane & Associates LLC | 17,771 | $3.42M | 2.49% | −47−0.3% | Reduced |
| Acorn Wealth Advisors, LLC | 17,781 | $3.42M | 2.03% | −277−1.5% | Reduced |
| Athena Investment Management | 17,783 | $3.42M | 2.22% | −372−2.0% | Reduced |
| Cornerstone Planning Group LLC | 17,784 | $3.42M | 1.13% | +2,506+16.4% | Added |
| Occudo Quantitative Strategies LP | 17,789 | $3.42M | 0.47% | −959−5.1% | Reduced |
| Alterna Wealth Management, Inc | 17,789 | $3.42M | 4.12% | −300−1.7% | Reduced |
| Latitude Advisors, LLC | 17,792 | $3.43M | 2.41% | −137−0.8% | Reduced |
| Caerus Investment Advisors, LLC | 17,917 | $3.45M | 3.30% | −4,200−19.0% | Reduced |
| Loudon Investment Management, LLC | 17,940 | $3.45M | 2.14% | −136−0.8% | Reduced |
| Weaver Capital Management LLC | 17,946 | $3.46M | 1.40% | +17,946 | New |
| Private Client Services, LLC | 17,954 | $3.46M | 2.84% | +17,954 | New |
| TFB Advisors LLC | 17,961 | $3.46M | 1.77% | +17,961 | New |
| Vantage Financial Partners, LLC | 17,972 | $3.46M | 1.02% | +4,470+33.1% | Added |
| Verus Financial Partners, Inc. | 17,991 | $3.46M | 0.43% | −10,105−36.0% | Reduced |
| Select Asset Management & Trust | 17,983 | $3.46M | 1.71% | 00.0% | Unchanged |
| Edentree Asset Management Ltd | 17,988 | $3.46M | 1.07% | +4,988+38.4% | Added |
| Naples Money Management LLC | 17,991 | $3.46M | 3.24% | +17,991 | New |
| Proffitt & Goodson Inc | 18,001 | $3.47M | 0.65% | −318−1.7% | Reduced |
| Aspen Investment Management Inc | 18,005 | $3.47M | 1.94% | +896+5.2% | Added |
| Camden National Bank | 18,014 | $3.47M | 0.65% | −1,657−8.4% | Reduced |
| Oldfather Financial Services, LLC | 18,023 | $3.47M | 1.55% | −231−1.3% | Reduced |
| Fielder Capital Group LLC | 18,047 | $3.47M | 2.10% | +18,047 | New |
| Better Money Decisions, LLC | 18,057 | $3.48M | 2.89% | +499+2.8% | Added |
| Portland Hill Asset Management Ltd | 18,906 | $3.48M | 9.10% | −2,904−13.3% | Reduced |
| John G Ullman & Associates Inc | 18,143 | $3.49M | 0.55% | +972+5.7% | Added |
| Alamar Capital Management, LLC | 18,171 | $3.50M | 2.77% | +20.0% | Added |
| Centennial Bank | 18,193 | $3.50M | 2.09% | +206+1.1% | Added |
| Oliver Lagore Vanvalin Investment Group | 18,194 | $3.50M | 1.30% | +1,650+10.0% | Added |
| Acorn Creek Capital LLC | 18,233 | $3.51M | 1.57% | +18,233 | New |
| KFG Wealth Management, LLC | 18,242 | $3.51M | 1.60% | −6,250−25.5% | Reduced |
| Vienna Asset Management LLC | 18,920 | $3.51M | 3.20% | +18,920 | New |
| Eads & Heald Wealth Management | 18,246 | $3.51M | 1.69% | −168−0.9% | Reduced |
| Tidemark, LLC | 18,260 | $3.52M | 2.20% | +18,260 | New |
| apricus wealth, LLC | 18,310 | $3.53M | 2.69% | +831+4.8% | Added |
| Fortress Wealth Group, LLC | 19,001 | $3.53M | 2.10% | −29−0.2% | Reduced |
| CPA Asset Management LLC | 18,320 | $3.53M | 2.15% | −2,021−9.9% | Reduced |