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 |
|---|---|---|---|---|---|
| Permanens Capital L.P. | 22,044 | $4.24M | 0.83% | +4,400+24.9% | Added |
| Ategra Capital Management, LLC | 22,055 | $4.25M | 1.90% | −598−2.6% | Reduced |
| OmniStar Financial Group, Inc. | 22,145 | $4.26M | 5.35% | −147−0.7% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 22,147 | $4.26M | 0.15% | −209−0.9% | Reduced |
| Human Investing LLC | 22,148 | $4.26M | 0.92% | −174−0.8% | Reduced |
| EdgeRock Capital LLC | 22,966 | $4.27M | 3.11% | +1,987+9.5% | Added |
| Pictet Bank & Trust Ltd | 22,190 | $4.27M | 4.33% | 00.0% | Unchanged |
| Source Financial Advisors LLC | 22,205 | $4.28M | 1.33% | −285−1.3% | Reduced |
| Leibman Financial Services, Inc. | 22,223 | $4.28M | 3.57% | +22,223 | New |
| Cascade Investment Advisors, Inc. | 22,238 | $4.28M | 3.05% | −3,028−12.0% | Reduced |
| Raelipskie Partnership | 22,241 | $4.28M | 2.61% | +22,241 | New |
| Richard W. Paul & Associates, LLC | 22,243 | $4.28M | 1.80% | −1,075−4.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 22,248 | $4.28M | 2.19% | −918−4.0% | Reduced |
| Fairfield, Bush & Co. | 22,315 | $4.30M | 2.52% | −3,308−12.9% | Reduced |
| Intellectus Partners, LLC | 22,356 | $4.30M | 1.24% | −842−3.6% | Reduced |
| Peavine Capital, LLC | 22,360 | $4.30M | 1.10% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 22,384 | $4.31M | 2.58% | +60.0% | Added |
| Redmond Asset Management, LLC | 22,387 | $4.31M | 1.39% | −891−3.8% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 22,406 | $4.31M | 4.96% | −696−3.0% | Reduced |
| Synergy Financial Group, LTD | 22,411 | $4.31M | 5.29% | −782−3.4% | Reduced |
| Paragon Capital Management Ltd | 22,437 | $4.32M | 0.88% | −382−1.7% | Reduced |
| United Community Bank | 22,443 | $4.32M | 1.83% | +10,500+87.9% | Added |
| S.A. Mason LLC | 22,445 | $4.32M | 2.90% | −813−3.5% | Reduced |
| O'Brien Wealth Partners LLC | 22,457 | $4.32M | 1.13% | −300−1.3% | Reduced |
| New Republic Capital, LLC | 22,475 | $4.33M | 3.08% | +3,929+21.2% | Added |
| Ogorek Anthony Joseph | 22,502 | $4.33M | 1.57% | −225−1.0% | Reduced |
| First Citizens Financial Corp | 22,524 | $4.34M | 2.78% | −630−2.7% | Reduced |
| TAP Consulting, LLC | 22,525 | $4.34M | 1.04% | −394−1.7% | Reduced |
| Windsor Capital Management, LLC | 22,567 | $4.34M | 1.42% | −161−0.7% | Reduced |
| Cooper/Haims Advisors, LLC | 22,649 | $4.36M | 2.47% | −1,114−4.7% | Reduced |
| Valueworks LLC | 22,663 | $4.36M | 1.48% | −575−2.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 22,706 | $4.37M | 0.46% | +2,228+10.9% | Added |
| HWG Holdings LP | 22,733 | $4.38M | 2.02% | −4,514−16.6% | Reduced |
| Advanced Portfolio Management, LLC | 22,734 | $4.38M | 4.61% | −313−1.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 22,743 | $4.38M | 0.02% | +4,575+25.2% | Added |
| Cassady Schiller Wealth Management, LLC | 22,732 | $4.38M | 2.20% | −237−1.0% | Reduced |
| Evergreen Private Wealth LLC | 22,751 | $4.38M | 2.36% | +22,751 | New |
| Northern Financial Advisors Inc | 22,792 | $4.39M | 3.69% | −12,150−34.8% | Reduced |
| Adamsbrown Wealth Consultants LLC | 22,825 | $4.39M | 1.91% | +31+0.1% | Added |
| Okabena Investment Services Inc | 22,839 | $4.40M | 1.71% | +22,665+13,025.9% | Added |
| 49 Wealth Management, LLC | 22,892 | $4.41M | 1.13% | +22,892 | New |
| Walker Asset Management, LLC | 22,916 | $4.41M | 3.19% | +2,250+10.9% | Added |
| New Jersey Better Educational Savings Trust | 22,926 | $4.41M | 9.31% | 00.0% | Unchanged |
| Red Wave Investments LLC | 23,001 | $4.43M | 1.74% | −110.0% | Reduced |
| Financial Connections Group, Inc. | 23,032 | $4.43M | 2.87% | −323−1.4% | Reduced |
| Ullmann Financial Group, Inc. | 23,092 | $4.45M | 0.73% | +3,202+16.1% | Added |
| Lifeworks Advisors, LLC | 23,132 | $4.45M | 1.54% | −7,077−23.4% | Reduced |
| ERTS Wealth Advisors, LLC | 23,145 | $4.46M | 0.96% | −726−3.0% | Reduced |
| Retirement Group, LLC | 23,154 | $4.46M | 1.80% | −256−1.1% | Reduced |
| S. R. Schill & Associates | 23,161 | $4.46M | 1.99% | −125−0.5% | Reduced |
| ML & R Wealth Management LLC | 23,162 | $4.46M | 1.01% | −1,742−7.0% | Reduced |
| Roanoke Asset Management Corp | 23,183 | $4.46M | 1.65% | +50+0.2% | Added |
| Outlook Wealth Advisors, LLC | 23,229 | $4.47M | 1.56% | −2,116−8.3% | Reduced |
| Seldon Capital LP | 23,268 | $4.48M | 3.43% | 00.0% | Unchanged |
| AXS Investments LLC | 23,277 | $4.48M | 1.08% | +223+1.0% | Added |
| Beirne Wealth Consulting Services, LLC | 23,280 | $4.48M | 2.22% | +3,956+20.5% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 23,288 | $4.48M | 2.77% | −999−4.1% | Reduced |
| LGL Partners, LLC | 23,297 | $4.49M | 0.61% | +878+3.9% | Added |
| Pathway Financial Advisors LLC | 23,343 | $4.49M | 1.30% | +4,698+25.2% | Added |
| Greenup Street Wealth Management LLC | 23,395 | $4.50M | 1.25% | +19,692+531.8% | Added |
| Hofer & Associates. Inc | 23,452 | $4.52M | 4.19% | −189−0.8% | Reduced |
| Callan Family Office, LLC | 23,466 | $4.52M | 1.12% | +1,144+5.1% | Added |
| Prosperity Wealth Management, Inc. | 23,490 | $4.52M | 2.96% | −1,787−7.1% | Reduced |
| Maven Securities LTD | 23,496 | $4.52M | 0.52% | +12,960+123.0% | Added |
| Wolff Wiese Magana LLC | 23,518 | $4.53M | 4.30% | −6,723−22.2% | Reduced |
| Audent Global Asset Management, LLC | 23,627 | $4.55M | 5.43% | −35,783−60.2% | Reduced |
| Engrave Wealth Partners LLC | 23,663 | $4.56M | 1.30% | +98+0.4% | Added |
| Brooks, Moore & Associates, Inc. | 23,694 | $4.56M | 3.14% | +20.0% | Added |
| STAR Financial Bank | 23,702 | $4.56M | 4.15% | +477+2.1% | Added |
| Outfitter Financial LLC | 23,705 | $4.56M | 3.99% | +35+0.1% | Added |
| IronBridge Private Wealth, LLC | 23,735 | $4.57M | 2.23% | +1,995+9.2% | Added |
| Brasada Capital Management, LP | 23,739 | $4.57M | 0.90% | −95−0.4% | Reduced |
| Midwest Professional Planners, LTD. | 23,781 | $4.58M | 1.83% | +1,324+5.9% | Added |
| Verum Partners LLC | 23,788 | $4.58M | 1.81% | −179−0.7% | Reduced |
| Castle Wealth Management LLC | 23,807 | $4.58M | 2.75% | −78−0.3% | Reduced |
| BlueChip Wealth Advisors LLC | 23,807 | $4.58M | 3.21% | +23,807 | New |
| Spartan Planning & Wealth Management | 23,808 | $4.58M | 4.89% | +15,526+187.5% | Added |
| Wealthspan Partners, LLC | 23,823 | $4.59M | 3.21% | −49−0.2% | Reduced |
| TMD Wealth Management, LLC | 23,835 | $4.59M | 1.20% | 00.0% | Unchanged |
| Pine Harbor Wealth Management, LLC | 23,913 | $4.60M | 3.50% | +23,913 | New |
| Rogco, LP | 23,932 | $4.61M | 2.01% | +5,673+31.1% | Added |
| Annandale Capital, LLC | 23,959 | $4.61M | 1.08% | +18+0.1% | Added |
| Eight 31 Financial LLC | 23,960 | $4.61M | 2.83% | +23,960 | New |
| Successful Portfolios LLC | 23,960 | $4.61M | 3.45% | +619+2.7% | Added |
| Carson Advisory Inc. | 23,973 | $4.62M | 3.59% | +706+3.0% | Added |
| Park Place Capital Corp | 23,982 | $4.62M | 1.84% | −42−0.2% | Reduced |
| M&G Investments (USA) Inc. | 23,968 | $4.63M | 4.56% | +23,968 | New |
| NRI Wealth Management LC | 24,037 | $4.63M | 4.62% | +24,037 | New |
| Union Savings Bank | 24,062 | $4.63M | 2.63% | −955−3.8% | Reduced |
| Ledge Wealth Management, Inc. | 24,107 | $4.64M | 1.80% | −1,313−5.2% | Reduced |
| McClarren Financial Advisors, Inc. | 24,137 | $4.65M | 3.54% | +1,232+5.4% | Added |
| Fortem Financial Group, LLC | 24,204 | $4.66M | 2.32% | +315+1.3% | Added |
| Penobscot Wealth Management | 24,204 | $4.66M | 3.14% | −497−2.0% | Reduced |
| Cardinal Point Capital Management, ULC | 24,212 | $4.66M | 1.13% | −691−2.8% | Reduced |
| Tevis Investment Management | 24,225 | $4.66M | 4.30% | +531+2.2% | Added |
| Palisades Hudson Asset Management, L.P. | 24,230 | $4.67M | 2.26% | −1,131−4.5% | Reduced |
| Legacy Capital Wealth Partners, LLC | 24,257 | $4.67M | 1.32% | +136+0.6% | Added |
| Dunhill Financial, LLC | 24,259 | $4.67M | 4.24% | −609−2.4% | Reduced |
| Davis Investment Partners, LLC | 25,700 | $4.68M | 2.26% | −143−0.6% | Reduced |
| Atom Investors LP | 24,283 | $4.68M | 0.83% | +1,831+8.2% | Added |