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 |
|---|---|---|---|---|---|
| Mendel Money Management | 18,342 | $3.53M | 1.70% | −310−1.7% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 18,355 | $3.53M | 0.25% | −29,960−62.0% | Reduced |
| Crumly & Associates Inc. | 18,363 | $3.54M | 1.03% | +193+1.1% | Added |
| Reik & Co., LLC | 18,389 | $3.54M | 0.99% | −1,520−7.6% | Reduced |
| KWB Wealth | 18,414 | $3.55M | 0.51% | +4,576+33.1% | Added |
| Capital Management Associates | 18,419 | $3.55M | 4.52% | −606−3.2% | Reduced |
| CJM Wealth Advisers, Ltd. | 18,428 | $3.55M | 1.57% | −98−0.5% | Reduced |
| G&S Capital LLC | 18,438 | $3.55M | 1.69% | −110−0.6% | Reduced |
| Running Point Capital Advisors, LLC | 18,499 | $3.56M | 1.74% | +190+1.0% | Added |
| Paul Damon & Associates, Inc. | 18,501 | $3.56M | 2.52% | −729−3.8% | Reduced |
| Goldstone Financial Group, LLC | 18,531 | $3.57M | 0.92% | +91+0.5% | Added |
| Foresight Capital Management Advisors, Inc. | 18,542 | $3.57M | 3.66% | +18,542 | New |
| Verity Asset Management, Inc. | 18,567 | $3.57M | 2.29% | −224−1.2% | Reduced |
| Delap Wealth Advisory, LLC | 18,604 | $3.58M | 1.62% | +219+1.2% | Added |
| Scharf Investments, LLC | 18,623 | $3.59M | 0.10% | +815+4.6% | Added |
| Sunflower Bank, N.A. | 18,624 | $3.59M | 0.82% | +784+4.4% | Added |
| Compass Capital Management, Inc | 18,646 | $3.59M | 0.25% | +1,454+8.5% | Added |
| Houlihan Financial Resource Group, Ltd. | 18,673 | $3.60M | 1.74% | +50.0% | Added |
| Great Point Wealth Advisors, LLC | 18,679 | $3.60M | 0.94% | −468−2.4% | Reduced |
| FFG Partners, LLC | 18,683 | $3.60M | 1.92% | +18,683 | New |
| Private Wealth Management Group, LLC | 18,694 | $3.60M | 1.77% | +18,694 | New |
| Cardinal Strategic Wealth Guidance | 18,685 | $3.60M | 1.43% | −106−0.6% | Reduced |
| Cahill Wealth Management, LLC | 18,712 | $3.60M | 2.42% | +89+0.5% | Added |
| Narus Financial Partners, LLC | 18,725 | $3.61M | 1.74% | −257−1.4% | Reduced |
| Massachusetts Institute of Technology | 18,780 | $3.62M | 0.67% | +18,780 | New |
| Wade Financial Advisory, Inc | 18,830 | $3.63M | 1.37% | −973−4.9% | Reduced |
| Tributary Capital Management, LLC | 18,832 | $3.63M | 0.31% | +450+2.4% | Added |
| Wealth Advisors of Iowa, LLC | 18,844 | $3.63M | 2.44% | +80.0% | Added |
| Schulhoff & Co Inc | 18,847 | $3.63M | 1.73% | −85−0.4% | Reduced |
| Tennessee Valley Asset Management Partners | 18,860 | $3.63M | 0.97% | −156−0.8% | Reduced |
| GEM Asset Management, LLC | 18,868 | $3.63M | 2.52% | +636+3.5% | Added |
| Signal Advisors Wealth, LLC | 18,878 | $3.63M | 1.26% | +18,878 | New |
| FMB Wealth Management | 18,891 | $3.64M | 3.32% | −11−0.1% | Reduced |
| Viawealth, LLC | 18,928 | $3.64M | 2.51% | −730−3.7% | Reduced |
| Foundation Wealth Management, LLC | 18,931 | $3.64M | 3.26% | +40+0.2% | Added |
| Sterling Investment Management, Inc. | 18,931 | $3.64M | 2.67% | +1,328+7.5% | Added |
| Colony Family Offices, LLC | 18,948 | $3.65M | 1.26% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 18,962 | $3.65M | 0.91% | −99−0.5% | Reduced |
| Mosaic Advisors LLC | 18,968 | $3.65M | 2.17% | +80.0% | Added |
| Watershed Private Wealth LLC | 18,993 | $3.66M | 2.02% | +790+4.3% | Added |
| Taylor Financial Group, Inc. | 19,008 | $3.66M | 3.01% | +19,008 | New |
| Tobias Financial Advisors, Inc. | 19,038 | $3.67M | 0.89% | +373+2.0% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 19,052 | $3.67M | 3.05% | 00.0% | Unchanged |
| Droms Strauss Advisors Inc | 19,058 | $3.67M | 1.43% | +3,179+20.0% | Added |
| McGowan Group Asset Management, Inc. | 19,124 | $3.68M | 0.59% | −38−0.2% | Reduced |
| Towerpoint Wealth, LLC | 19,158 | $3.69M | 2.01% | −333−1.7% | Reduced |
| Vahanian & Associates Financial Planning Inc. | 19,166 | $3.69M | 14.59% | −2,145−10.1% | Reduced |
| Affinity Investment Advisors, LLC | 19,173 | $3.69M | 2.51% | −3,318−14.8% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 19,180 | $3.69M | 2.43% | −2,684−12.3% | Reduced |
| CAP Partners, LLC | 19,210 | $3.70M | 3.66% | +19,210 | New |
| Tradewinds Capital Management, LLC | 19,241 | $3.70M | 1.47% | +131+0.7% | Added |
| Whelan Financial | 19,244 | $3.70M | 1.73% | +60.0% | Added |
| PCA Investment Advisory Services Inc. | 19,293 | $3.71M | 2.45% | −26−0.1% | Reduced |
| Praetorian Wealth Management, Inc. | 19,308 | $3.72M | 1.07% | +27+0.1% | Added |
| Trust Co | 19,316 | $3.72M | 0.48% | −4,527−19.0% | Reduced |
| Summit Wealth Partners, LLC | 19,324 | $3.72M | 0.86% | +93+0.5% | Added |
| Hurlow Wealth Management Group, Inc. | 19,332 | $3.72M | 1.41% | −19−0.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 19,366 | $3.73M | 0.89% | +3,006+18.4% | Added |
| Legacy CG, LLC | 19,367 | $3.73M | 1.42% | −1,613−7.7% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 19,375 | $3.73M | 0.08% | −1,505−7.2% | Reduced |
| CBIZ Investment Advisory Services, LLC | 19,398 | $3.73M | 0.28% | +2,154+12.5% | Added |
| AAFCPAs Wealth Management, LLC | 19,399 | $3.73M | 2.23% | −345−1.7% | Reduced |
| Dohj, LLC | 19,405 | $3.74M | 1.10% | −857−4.2% | Reduced |
| New Insight Wealth Advisors | 19,419 | $3.74M | 2.52% | +19,419 | New |
| Grace & White Inc | 19,429 | $3.74M | 0.66% | 00.0% | Unchanged |
| Rinkey Investments | 19,430 | $3.74M | 1.47% | +537+2.8% | Added |
| Fca Corp | 19,454 | $3.75M | 1.29% | +1,228+6.7% | Added |
| Sutton Place Investors LLC | 19,475 | $3.75M | 2.71% | +6,986+55.9% | Added |
| LVZ Advisors, Inc. | 19,477 | $3.75M | 0.53% | +28+0.1% | Added |
| Cumberland Advisors Inc | 19,487 | $3.75M | 1.61% | −268−1.4% | Reduced |
| Invenio Wealth Partners LLC | 19,538 | $3.76M | 2.72% | −829−4.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 19,539 | $3.76M | 1.67% | +17+0.1% | Added |
| St. Louis Trust Co | 19,544 | $3.76M | 0.65% | −4,281−18.0% | Reduced |
| Robbins Farley LLC | 19,553 | $3.76M | 2.36% | −18−0.1% | Reduced |
| Sustainable Growth Advisers, LP | 19,556 | $3.77M | 0.02% | 00.0% | Unchanged |
| BCGM Wealth Management, LLC | 19,566 | $3.77M | 1.53% | +319+1.7% | Added |
| Obsidian Personal Planning Solutions LLC | 19,620 | $3.78M | 2.87% | +1,856+10.4% | Added |
| Strategic Financial Concepts, LLC | 19,624 | $3.78M | 2.24% | −35,415−64.3% | Reduced |
| Fiducient Advisors LLC | 19,634 | $3.78M | 0.71% | −4,162−17.5% | Reduced |
| Liberty One Investment Management, LLC | 19,635 | $3.78M | 0.47% | +621+3.3% | Added |
| LaSalle St. Investment Advisors, LLC | 19,644 | $3.78M | 2.54% | −4,856−19.8% | Reduced |
| Versant Capital Management, Inc | 19,647 | $3.78M | 1.13% | +125+0.6% | Added |
| Spectrum Strategic Capital Management, LLC | 19,669 | $3.79M | 3.25% | +19,669 | New |
| TCWP LLC | 19,736 | $3.80M | 10.74% | −31,804−61.7% | Reduced |
| Blue Square Asset Management, LLC | 19,791 | $3.81M | 2.54% | −1,585−7.4% | Reduced |
| Duality Advisers, LP | 19,816 | $3.82M | 0.40% | +19,816 | New |
| Birmingham Capital Management Co Inc | 19,817 | $3.82M | 1.51% | −78−0.4% | Reduced |
| Kuhn & Co Investment Counsel | 19,861 | $3.82M | 3.92% | +19,861 | New |
| WMG Financial Advisors, LLC | 19,872 | $3.83M | 2.50% | −528−2.6% | Reduced |
| R. W. Roge & Company, Inc. | 19,882 | $3.83M | 2.46% | +1,013+5.4% | Added |
| Johnson & White Wealth Management, LLC | 19,893 | $3.83M | 3.17% | −98−0.5% | Reduced |
| Emerald Advisors, LLC | 19,897 | $3.83M | 0.73% | +122+0.6% | Added |
| First National Bank Sioux Falls | 19,899 | $3.83M | 1.96% | +50.0% | Added |
| Aspire Wealth Management Corp | 19,899 | $3.83M | 2.60% | −383−1.9% | Reduced |
| Terra Nova Asset Management LLC | 19,910 | $3.83M | 3.36% | −553−2.7% | Reduced |
| Integrity Wealth Solutions LLC | 19,911 | $3.83M | 2.65% | +19,911 | New |
| Spectrum Asset Management, Inc. (NB/CA) | 19,924 | $3.84M | 1.70% | −78−0.4% | Reduced |
| Aspire Private Capital, LLC | 19,972 | $3.85M | 1.14% | −46−0.2% | Reduced |
| Ruedi Wealth Management, Inc. | 19,974 | $3.85M | 1.81% | +60.0% | Added |
| Alliance Wealth Advisors, LLC | 19,991 | $3.85M | 2.55% | −506−2.5% | Reduced |