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 11 sales; 6,152 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 | 6,152 | $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 |
|---|---|---|---|---|---|
| Creekmur Asset Management LLC | 24,313 | $4.68M | 1.46% | +24,313 | New |
| IAM Advisory, LLC | 24,338 | $4.69M | 1.47% | −304−1.2% | Reduced |
| Dougherty Wealth Advisers LLC | 24,339 | $4.69M | 4.31% | −237−1.0% | Reduced |
| Planning Capital Management Corp | 24,394 | $4.70M | 3.67% | +24,394 | New |
| New World Advisors LLC | 24,433 | $4.70M | 1.44% | −865−3.4% | Reduced |
| Eldridge Investment Advisors, Inc. | 24,454 | $4.71M | 1.23% | −647−2.6% | Reduced |
| Dodge & Cox | 24,456 | $4.71M | 0.00% | 00.0% | Unchanged |
| Granger Management LLC | 24,457 | $4.71M | 1.72% | +3,131+14.7% | Added |
| Doliver Advisors, LP | 24,466 | $4.71M | 1.45% | −743−2.9% | Reduced |
| American Capital Advisory, LLC | 24,511 | $4.72M | 3.37% | +24,511 | New |
| Carr Financial Group Corp | 24,520 | $4.72M | 1.75% | +234+1.0% | Added |
| Howard Capital Management Inc. | 24,532 | $4.72M | 0.58% | +3,240+15.2% | Added |
| Dimension Capital Management LLC | 24,545 | $4.73M | 0.98% | +15,131+160.7% | Added |
| InTrack Investment Management Inc | 24,593 | $4.73M | 3.55% | +548+2.3% | Added |
| Paradigm Asset Management Co LLC | 24,596 | $4.74M | 1.25% | −500−2.0% | Reduced |
| Hoxton Planning & Management, LLC | 24,629 | $4.74M | 2.51% | +764+3.2% | Added |
| NorthStar Asset Management LLC | 24,635 | $4.74M | 4.33% | +24,635 | New |
| PrairieView Partners, LLC | 24,687 | $4.75M | 0.59% | −1,140−4.4% | Reduced |
| Fortune Financial Advisors, LLC | 24,693 | $4.75M | 3.32% | −327−1.3% | Reduced |
| Catalyst Capital Advisors LLC | 24,707 | $4.76M | 0.13% | +1,418+6.1% | Added |
| JPL Wealth Management, LLC | 24,720 | $4.76M | 3.43% | +24,720 | New |
| Rockingstone Advisors LLC | 24,757 | $4.77M | 2.67% | −2,015−7.5% | Reduced |
| Signify Wealth | 24,813 | $4.78M | 7.20% | −1,311−5.0% | Reduced |
| WPWealth LLP | 24,835 | $4.78M | 1.48% | −806−3.1% | Reduced |
| Sunpointe, LLC | 24,838 | $4.78M | 6.07% | +24,838 | New |
| Triton Wealth Management, PLLC | 26,244 | $4.79M | 3.14% | +424+1.6% | Added |
| MWA Asset Management | 24,923 | $4.80M | 3.96% | +19+0.1% | Added |
| Worth Financial Advisory Group, LLC | 24,946 | $4.80M | 3.84% | +113+0.5% | Added |
| Hengehold Capital Management LLC | 24,966 | $4.81M | 0.57% | +307+1.2% | Added |
| Herald Investment Management Ltd | 25,000 | $4.81M | 0.92% | −6,500−20.6% | Reduced |
| Sicart Associates LLC | 24,999 | $4.81M | 1.84% | +270+1.1% | Added |
| Morgens Waterfall Vintiadis & Co Inc | 25,000 | $4.81M | 3.72% | 00.0% | Unchanged |
| Auto-Owners Insurance Co | 25,000 | $4.81M | 0.15% | 00.0% | Unchanged |
| Financial Advisors, LLC | 25,009 | $4.81M | 1.08% | +83+0.3% | Added |
| Financial Management Professionals, Inc. | 25,013 | $4.82M | 0.78% | +834+3.4% | Added |
| Certus Wealth Management, LLC | 25,026 | $4.82M | 4.09% | −1,113−4.3% | Reduced |
| West Paces Advisors Inc. | 25,043 | $4.82M | 1.35% | +128+0.5% | Added |
| Archvest Wealth Advisors, Inc. | 25,124 | $4.84M | 3.64% | −1,071−4.1% | Reduced |
| Summit Financial Group Inc | 25,134 | $4.84M | 1.85% | +560+2.3% | Added |
| Wiser Advisor Group LLC | 25,141 | $4.84M | 8.05% | +25,141 | New |
| Legacy Edge Advisors, LLC | 25,152 | $4.84M | 1.11% | +25,152 | New |
| Cutler Investment Counsel LLC | 25,167 | $4.85M | 0.69% | −242−1.0% | Reduced |
| Vickerman Investment Advisors, Inc. | 25,177 | $4.85M | 1.65% | −2,407−8.7% | Reduced |
| Aberdeen Wealth Management LLC | 25,224 | $4.86M | 3.52% | −7,699−23.4% | Reduced |
| Curran Financial Partners, LLC | 25,031 | $4.87M | 1.87% | +58+0.2% | Added |
| Alaska Permanent Fund Corp | 25,289 | $4.87M | 0.08% | +247+1.0% | Added |
| Granite Harbor Advisors, Inc. | 25,303 | $4.87M | 3.66% | −353−1.4% | Reduced |
| Aprio Wealth Management, LLC | 25,327 | $4.88M | 1.09% | +2,789+12.4% | Added |
| Beta Wealth Group, Inc. | 25,344 | $4.88M | 2.56% | −3,085−10.9% | Reduced |
| Royal Harbor Partners, LLC | 25,359 | $4.88M | 2.27% | −229−0.9% | Reduced |
| Sunburst Financial Group, LLC | 25,362 | $4.88M | 1.51% | +1,694+7.2% | Added |
| Mountain Pacific Investment Advisers Inc | 25,455 | $4.90M | 0.30% | +1,038+4.3% | Added |
| Snider Financial Group | 25,505 | $4.91M | 2.26% | +1,193+4.9% | Added |
| Tectonic Advisors LLC | 25,506 | $4.91M | 0.41% | +409+1.6% | Added |
| WESPAC Advisors, LLC | 25,507 | $4.91M | 3.41% | −1,270−4.7% | Reduced |
| Accel Wealth Management | 25,555 | $4.92M | 2.47% | −2,922−10.3% | Reduced |
| Coastwise Capital Group, LLC | 25,593 | $4.93M | 5.03% | −293−1.1% | Reduced |
| Kolinsky Wealth Management, LLC | 25,617 | $4.93M | 4.34% | −4,004−13.5% | Reduced |
| Kraematon Investment Advisors, Inc | 25,624 | $4.93M | 5.43% | +1,180+4.8% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 25,625 | $4.93M | 0.14% | −79,883−75.7% | Reduced |
| FinDec Wealth Services, Inc. | 25,641 | $4.94M | 3.30% | −1,181−4.4% | Reduced |
| Rainsberger Wealth Advisors, Inc. | 25,674 | $4.94M | 2.70% | −2,339−8.3% | Reduced |
| Court Place Advisors, LLC | 25,674 | $4.94M | 1.62% | −203−0.8% | Reduced |
| Diversified Portfolios, Inc. | 25,756 | $4.96M | 0.78% | +483+1.9% | Added |
| Lantz Financial LLC | 25,775 | $4.96M | 1.79% | +517+2.0% | Added |
| Creative Capital Management Investments LLC | 25,794 | $4.97M | 2.87% | −159−0.6% | Reduced |
| ICW Investment Advisors LLC | 25,832 | $4.97M | 2.42% | +103+0.4% | Added |
| Spectrum Wealth Advisory Group, LLC | 25,849 | $4.98M | 6.14% | −154−0.6% | Reduced |
| Heritage Wealth Management, Inc. | 25,862 | $4.98M | 5.37% | +25,862 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 25,908 | $4.99M | 2.20% | −228−0.9% | Reduced |
| Richardson Financial Services Inc. | 25,937 | $4.99M | 4.37% | +25,937 | New |
| Quaker Wealth Management, LLC | 25,981 | $5.00M | 2.25% | −831−3.1% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 26,000 | $5.01M | 2.74% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 26,006 | $5.01M | 1.91% | +79+0.3% | Added |
| Skyline Advisors, Inc. | 26,020 | $5.01M | 2.39% | +26,020 | New |
| Centennial Wealth Advisory LLC | 26,037 | $5.01M | 2.56% | +130.0% | Added |
| Affinity Wealth Management LLC | 26,042 | $5.01M | 1.03% | +394+1.5% | Added |
| Primoris Wealth Advisors, LLC | 26,047 | $5.01M | 4.73% | +786+3.1% | Added |
| Compass Ion Advisors, LLC | 26,053 | $5.02M | 0.78% | +1,471+6.0% | Added |
| LGT Fund Management Co Ltd. | 25,915 | $5.02M | 2.15% | −12,385−32.3% | Reduced |
| Brooktree Capital Management | 26,071 | $5.02M | 4.06% | 00.0% | Unchanged |
| Addison Capital Co | 26,137 | $5.03M | 3.12% | −1,472−5.3% | Reduced |
| Hyperion Partners, LLC | 26,189 | $5.04M | 3.99% | −2,939−10.1% | Reduced |
| Stony Point Wealth Management Inc. | 26,243 | $5.05M | 2.34% | −1,087−4.0% | Reduced |
| Beck Bode, LLC | 26,249 | $5.05M | 1.13% | +15,744+149.9% | Added |
| ShoreHaven Wealth Partners, LLC | 26,254 | $5.05M | 3.08% | +688+2.7% | Added |
| Barrett & Company, Inc. | 26,298 | $5.06M | 2.74% | −1,106−4.0% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 26,308 | $5.07M | 6.61% | 00.0% | Unchanged |
| waypoint wealth counsel | 26,333 | $5.07M | 4.32% | −282−1.1% | Reduced |
| Gould Capital, LLC | 26,370 | $5.08M | 3.71% | +37+0.1% | Added |
| Virtu Financial LLC | 26,380 | $5.08M | 0.40% | +26,380 | New |
| Maryland Capital Advisors Inc. | 26,400 | $5.08M | 3.36% | −88−0.3% | Reduced |
| Ergawealth Advisors, Inc. | 26,401 | $5.08M | 3.13% | +2,817+11.9% | Added |
| PFW Advisors LLC | 26,421 | $5.09M | 1.63% | +2,988+12.8% | Added |
| Libra Wealth LLC | 26,428 | $5.09M | 2.53% | 00.0% | Unchanged |
| MGO Private Wealth, LLC | 26,435 | $5.09M | 3.50% | −580−2.1% | Reduced |
| Mendel Capital Management LLC | 26,449 | $5.09M | 3.66% | +57+0.2% | Added |
| Page Arthur B | 26,474 | $5.10M | 5.38% | −3,645−12.1% | Reduced |
| Breed's Hill Capital LLC | 26,494 | $5.10M | 4.94% | +26,494 | New |
| E&G Advisors, LP | 26,499 | $5.10M | 1.81% | −3,623−12.0% | Reduced |