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 |
|---|---|---|---|---|---|
| Viking Fund Management LLC | 20,000 | $3.85M | 0.75% | 00.0% | Unchanged |
| Mainsail Asset Management, LLC | 20,019 | $3.85M | 3.59% | +20,019 | New |
| Aspire Capital Advisors LLC | 20,036 | $3.86M | 1.57% | +1,694+9.2% | Added |
| Gilman Hill Asset Management, LLC | 20,059 | $3.86M | 0.72% | −1,203−5.7% | Reduced |
| HC Advisors, LLC | 20,096 | $3.87M | 2.17% | −1,117−5.3% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $3.87M | 2.02% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 20,123 | $3.87M | 1.84% | −387−1.9% | Reduced |
| Mayport, LLC | 20,127 | $3.87M | 1.76% | −242−1.2% | Reduced |
| First City Capital Management, Inc. | 20,129 | $3.88M | 2.25% | −549−2.7% | Reduced |
| Intelligent Financial Strategies | 20,188 | $3.89M | 2.72% | −375−1.8% | Reduced |
| Glass Jacobson Investment Advisors llc | 20,214 | $3.89M | 1.59% | +66+0.3% | Added |
| Ferguson Shapiro LLC | 20,257 | $3.90M | 1.88% | +4,563+29.1% | Added |
| Paladin Advisory Group, LLC | 20,269 | $3.90M | 3.22% | −1,057−5.0% | Reduced |
| Element Pointe Advisors, LLC | 20,273 | $3.90M | 1.12% | −87−0.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 20,276 | $3.90M | 1.28% | −246−1.2% | Reduced |
| First Affirmative Financial Network | 20,297 | $3.91M | 3.12% | +4,708+30.2% | Added |
| TNF LLC | 20,385 | $3.91M | 1.55% | +2,428+13.5% | Added |
| Rainey & Randall Investment Management Inc. | 20,308 | $3.91M | 1.00% | +827+4.2% | Added |
| Kendall Capital Management | 20,318 | $3.91M | 1.52% | +755+3.9% | Added |
| Elmwood Wealth Management, Inc. | 20,355 | $3.92M | 2.75% | −8,326−29.0% | Reduced |
| Kaye Capital Management | 20,099 | $3.92M | 1.76% | −1,089−5.1% | Reduced |
| Stone Point Wealth LLC | 20,423 | $3.93M | 1.51% | −799−3.8% | Reduced |
| Palo Alto Wealth Advisors, LLC | 20,429 | $3.93M | 2.97% | −1,028−4.8% | Reduced |
| Worth Asset Management, LLC | 20,470 | $3.94M | 2.82% | −1,103−5.1% | Reduced |
| Redwood Wealth Management Group, LLC | 20,517 | $3.95M | 4.38% | +134+0.7% | Added |
| Pinnbrook Capital Management LP | 20,561 | $3.96M | 0.93% | +20,561 | New |
| Advisory Resource Group | 20,585 | $3.96M | 0.99% | −12−0.1% | Reduced |
| Detalus Advisors, LLC | 20,601 | $3.97M | 1.59% | +148+0.7% | Added |
| Rational Advisors LLC | 20,613 | $3.97M | 0.40% | −3,378−14.1% | Reduced |
| Bridgewealth Advisory Group, LLC | 20,624 | $3.97M | 3.04% | +270+1.3% | Added |
| Tobam | 20,649 | $3.98M | 0.35% | +2,455+13.5% | Added |
| Financial Network Wealth Advisors LLC | 21,067 | $3.98M | 4.24% | +21,067 | New |
| Southern Capital Advisors, LLC | 20,670 | $3.98M | 2.83% | −339−1.6% | Reduced |
| Davis-Rea Ltd. | 20,671 | $3.98M | 2.04% | −1,075−4.9% | Reduced |
| Willner & Heller, LLC | 20,679 | $3.98M | 4.45% | +20,679 | New |
| SAM Advisors, LLC | 20,688 | $3.98M | 1.57% | −112−0.5% | Reduced |
| Kinsale Capital Group, Inc. | 20,703 | $3.99M | 1.98% | +3,791+22.4% | Added |
| Dupree Financial Group, LLC | 20,727 | $3.99M | 1.95% | +20,727 | New |
| Kearns & Associates LLC | 20,728 | $3.99M | 3.40% | 00.0% | Unchanged |
| Community Bank of Raymore | 20,749 | $3.99M | 1.76% | +1,066+5.4% | Added |
| Shilanski & Associates, Inc. | 20,764 | $4.00M | 1.53% | −671−3.1% | Reduced |
| Regis Management CO LLC | 20,766 | $4.00M | 1.32% | −15−0.1% | Reduced |
| Salvus Wealth Management, LLC | 20,809 | $4.01M | 2.85% | −150−0.7% | Reduced |
| Retirement Guys Formula LLC | 20,816 | $4.01M | 2.15% | +696+3.5% | Added |
| HRC Wealth Management, LLC | 20,868 | $4.02M | 3.46% | +20,868 | New |
| Finivi Inc. | 20,878 | $4.02M | 3.92% | +20,878 | New |
| Berkshire Money Management, Inc. | 20,908 | $4.03M | 0.54% | +612+3.0% | Added |
| Independent Wealth Network Inc. | 20,963 | $4.04M | 2.12% | +1,150+5.8% | Added |
| Alesco Advisors LLC | 20,988 | $4.04M | 0.14% | +310+1.5% | Added |
| Activest Wealth Management | 20,991 | $4.04M | 2.23% | −373−1.7% | Reduced |
| Coombe, Bender & Co LLC | 20,991 | $4.04M | 2.53% | +2,361+12.7% | Added |
| Fonville Wealth Management LLC | 21,009 | $4.04M | 2.15% | +21,009 | New |
| Unionview, LLC | 21,018 | $4.05M | 3.63% | −296−1.4% | Reduced |
| Phillips Financial Management, LLC | 21,031 | $4.05M | 0.35% | +875+4.3% | Added |
| Washburn Capital Management, Inc. | 21,081 | $4.06M | 3.05% | +48+0.2% | Added |
| Firethorn Wealth Partners, LLC | 21,083 | $4.06M | 2.66% | −164−0.8% | Reduced |
| Covenant Partners, LLC | 21,090 | $4.06M | 1.28% | +5,234+33.0% | Added |
| Mountain Capital Investment Advisors, Inc | 21,891 | $4.06M | 1.37% | −1,058−4.6% | Reduced |
| Hillsdale Investment Management Inc. | 21,099 | $4.06M | 0.33% | −360−1.7% | Reduced |
| Deltec Asset Management LLC | 21,129 | $4.07M | 0.92% | −4,273−16.8% | Reduced |
| Deseret Mutual Benefit Administrators | 21,139 | $4.07M | 2.35% | −8,159−27.8% | Reduced |
| MB, Levis & Associates, LLC | 21,139 | $4.07M | 2.33% | −537−2.5% | Reduced |
| IMPACTfolio, LLC | 21,268 | $4.09M | 2.66% | −34−0.2% | Reduced |
| JDM Financial Group LLC | 21,279 | $4.10M | 3.40% | −801−3.6% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 21,319 | $4.10M | 0.81% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 21,318 | $4.10M | 1.56% | −230−1.1% | Reduced |
| Winthrop Capital Management, LLC | 21,348 | $4.11M | 1.34% | +21,348 | New |
| Family Asset Management, LLC | 21,373 | $4.12M | 2.75% | +348+1.7% | Added |
| Trust Co of Kansas | 21,379 | $4.12M | 2.28% | +1,193+5.9% | Added |
| Selective Wealth Management, Inc. | 22,673 | $4.12M | 2.08% | −1,923−7.8% | Reduced |
| Weik Capital Management | 21,457 | $4.13M | 1.91% | −2,314−9.7% | Reduced |
| Swisher Financial Concepts, Inc. | 22,634 | $4.13M | 3.98% | +22,634 | New |
| Dividend Assets Capital, LLC | 21,520 | $4.14M | 0.82% | −2,165−9.1% | Reduced |
| Islay Capital Management, LLC | 21,527 | $4.14M | 3.26% | +171+0.8% | Added |
| Sara-Bay Financial | 21,527 | $4.14M | 2.02% | −240−1.1% | Reduced |
| Melfa Wealth Management, LLC | 21,545 | $4.15M | 3.91% | −262−1.2% | Reduced |
| StoneCrest Wealth Management, Inc. | 21,547 | $4.15M | 3.98% | +21,547 | New |
| Robinson Smith Wealth Advisors LLC | 21,549 | $4.15M | 4.08% | +21,549 | New |
| Horan Securities, Inc. | 21,585 | $4.16M | 2.09% | −504−2.3% | Reduced |
| Oak Family Advisors, LLC | 21,602 | $4.16M | 1.75% | −8,261−27.7% | Reduced |
| Thrive Capital Management, LLC | 21,613 | $4.16M | 2.23% | +3,139+17.0% | Added |
| Financial Advisory Corp | 21,628 | $4.16M | 1.89% | +715+3.4% | Added |
| Bluesphere Advisors, LLC | 21,638 | $4.17M | 2.58% | −307−1.4% | Reduced |
| TD Capital Management LLC | 21,671 | $4.17M | 0.48% | −469−2.1% | Reduced |
| Benedetti & Gucer, Inc. | 21,675 | $4.17M | 2.19% | −26,179−54.7% | Reduced |
| Peoples Bank | 21,675 | $4.17M | 3.34% | −130−0.6% | Reduced |
| Beck Capital Management, LLC | 21,685 | $4.17M | 1.43% | −437−2.0% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 21,710 | $4.18M | 0.83% | +157+0.7% | Added |
| Red Mountain Financial, LLC | 21,729 | $4.18M | 6.47% | +21,729 | New |
| Center For Asset Management LLC | 21,735 | $4.18M | 3.82% | +32+0.1% | Added |
| Cornercap Investment Counsel Inc | 21,753 | $4.19M | 0.69% | −426−1.9% | Reduced |
| Murphy Pohlad Asset Management LLC | 21,793 | $4.20M | 1.74% | −837−3.7% | Reduced |
| Forbes Financial Planning, Inc. | 21,795 | $4.20M | 3.91% | −1,100−4.8% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 21,811 | $4.20M | 4.83% | −498−2.2% | Reduced |
| Massachusetts Wealth Management | 21,838 | $4.20M | 3.39% | +267+1.2% | Added |
| FWL Investment Management, LLC | 21,845 | $4.21M | 2.45% | −2,565−10.5% | Reduced |
| Capital Planning LLC | 21,900 | $4.22M | 1.50% | −375−1.7% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 21,927 | $4.22M | 1.42% | +510+2.4% | Added |
| Vivid Wealth Management, LLC | 21,989 | $4.23M | 2.88% | +21,989 | New |
| Almanack Investment Partners, LLC. | 21,995 | $4.23M | 0.79% | −1,369−5.9% | Reduced |