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 |
|---|---|---|---|---|---|
| ZRC Wealth Management, LLC | 29,784 | $5.11M | 3.06% | +16,821+129.8% | Added |
| MBA Advisors LLC | 26,526 | $5.11M | 2.85% | +78+0.3% | Added |
| McAlister, Sweet & Associates, Inc. | 26,527 | $5.11M | 4.74% | −284−1.1% | Reduced |
| Crescent Sterling, Ltd. | 26,538 | $5.11M | 5.10% | −565−2.1% | Reduced |
| Trustco Bank Corp N Y | 26,566 | $5.11M | 5.53% | −787−2.9% | Reduced |
| Mascoma Wealth Management LLC | 26,632 | $5.13M | 1.54% | −3,022−10.2% | Reduced |
| Magnolia Capital Management Ltd | 26,711 | $5.14M | 4.69% | +830+3.2% | Added |
| Hamilton Capital, LLC | 26,714 | $5.14M | 0.41% | −1,114−4.0% | Reduced |
| Gateway Wealth Partners, LLC | 26,715 | $5.14M | 2.07% | −10,680−28.6% | Reduced |
| Guerra Pan Advisors, LLC | 26,725 | $5.15M | 4.91% | −137−0.5% | Reduced |
| Stansberry Asset Management, LLC | 26,745 | $5.15M | 0.86% | −1,498−5.3% | Reduced |
| Astoria Portfolio Advisors LLC. | 27,214 | $5.15M | 2.09% | +1,077+4.1% | Added |
| Linden Thomas Advisory Services, LLC | 26,815 | $5.16M | 0.96% | +6,171+29.9% | Added |
| Wagner Wealth Management, LLC | 26,819 | $5.16M | 1.73% | −7,093−20.9% | Reduced |
| West Oak Capital, LLC | 27,789 | $5.17M | 2.42% | −1,122−3.9% | Reduced |
| Nordwand Advisors, LLC | 26,844 | $5.17M | 1.36% | +53+0.2% | Added |
| Red Cedar Investment Management, LLC | 26,856 | $5.17M | 0.74% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 26,886 | $5.18M | 2.70% | +615+2.3% | Added |
| Wrapmanager Inc | 26,906 | $5.18M | 1.52% | +22+0.1% | Added |
| Grey Fox Wealth Advisors, LLC | 26,919 | $5.18M | 2.25% | +1,282+5.0% | Added |
| Summitry LLC | 26,952 | $5.19M | 0.30% | −1,898−6.6% | Reduced |
| Tandem Capital Management Corp | 26,972 | $5.19M | 3.22% | −855−3.1% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 26,978 | $5.19M | 2.42% | −569−2.1% | Reduced |
| DDFG, Inc | 26,998 | $5.20M | 1.76% | −37−0.1% | Reduced |
| Deuterium Capital Management, LLC | 27,000 | $5.20M | 17.33% | −14,543−35.0% | Reduced |
| Butensky & Cohen Financial Security, Inc | 27,014 | $5.20M | 1.73% | −196−0.7% | Reduced |
| Collaborative Wealth Managment Inc. | 27,030 | $5.20M | 2.82% | −442−1.6% | Reduced |
| Icapital Wealth LLC | 27,045 | $5.21M | 3.37% | −1,100−3.9% | Reduced |
| Landaas & Co | 27,111 | $5.21M | 1.93% | +515+1.9% | Added |
| Lakewood Asset Management LLC | 27,165 | $5.23M | 4.06% | −4,551−14.3% | Reduced |
| WS Portfolio Advisory, LLC | 27,177 | $5.23M | 0.97% | −25,000−47.9% | Reduced |
| Westshore Wealth, LLC | 27,180 | $5.23M | 2.42% | −346−1.3% | Reduced |
| Evergreen Wealth Solutions, LLC | 27,286 | $5.25M | 4.49% | +1,496+5.8% | Added |
| Argus Investors' Counsel, Inc. | 27,292 | $5.25M | 3.37% | +495+1.8% | Added |
| Black Diamond Financial, LLC | 27,328 | $5.26M | 1.42% | +1,421+5.5% | Added |
| WESCAP Management Group, Inc. | 27,328 | $5.26M | 1.70% | 00.0% | Unchanged |
| Connective Capital Management, LLC | 27,356 | $5.27M | 4.47% | 00.0% | Unchanged |
| Factorial Partners, LLC | 27,360 | $5.27M | 3.33% | 00.0% | Unchanged |
| Well Done, LLC | 27,361 | $5.27M | 1.03% | −617−2.2% | Reduced |
| Meeder Asset Management Inc | 27,425 | $5.28M | 0.41% | −266,549−90.7% | Reduced |
| MeadowBrook Investment Advisors LLC | 27,445 | $5.28M | 5.04% | +27,445 | New |
| Marshall & Sullivan Inc | 27,454 | $5.29M | 2.79% | +130.0% | Added |
| Richard P Slaughter Associates Inc | 27,457 | $5.29M | 1.31% | +1,728+6.7% | Added |
| Bowman & Co S.C. | 27,458 | $5.29M | 3.68% | +762+2.9% | Added |
| American Institute for Advanced Investment Management, LLP | 27,479 | $5.29M | 4.67% | −172−0.6% | Reduced |
| RW Investment Management LLC | 27,495 | $5.29M | 0.81% | −1,319−4.6% | Reduced |
| My Personal CFO, LLC | 27,501 | $5.29M | 3.45% | +1,201+4.6% | Added |
| Values Added Financial LLC | 27,634 | $5.32M | 4.35% | −2,603−8.6% | Reduced |
| KFA Private Wealth Group, LLC | 27,656 | $5.32M | 1.91% | +832+3.1% | Added |
| SFI Advisors, LLC | 27,666 | $5.33M | 4.55% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 27,678 | $5.33M | 1.96% | +44+0.2% | Added |
| Peregrine Asset Advisers, Inc. | 27,742 | $5.34M | 2.60% | −5,706−17.1% | Reduced |
| Arista Wealth Management, LLC | 27,763 | $5.35M | 1.96% | +629+2.3% | Added |
| State of Wyoming | 27,812 | $5.35M | 1.00% | −4,664−14.4% | Reduced |
| 1858 Wealth Management, LLC | 27,818 | $5.36M | 5.08% | +27,818 | New |
| Pinnacle Family Advisors, LLC | 27,851 | $5.36M | 3.15% | −84,975−75.3% | Reduced |
| Crown Wealth Group, LLC | 27,860 | $5.36M | 3.23% | +55+0.2% | Added |
| Integrity Financial Corp | 27,878 | $5.37M | 3.89% | −516−1.8% | Reduced |
| Unison Asset Management LLC | 27,910 | $5.37M | 3.15% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 27,926 | $5.38M | 1.40% | −267,630−90.6% | Reduced |
| Prudent Man Advisors, LLC | 27,453 | $5.38M | 2.01% | −1,514−5.2% | Reduced |
| Arlington Partners LLC | 27,988 | $5.39M | 1.55% | +27,988 | New |
| Baker Boyer National Bank | 28,003 | $5.39M | 1.98% | −255−0.9% | Reduced |
| Cahaba Wealth Management, Inc. | 28,011 | $5.39M | 0.53% | +560+2.0% | Added |
| Cortland Associates Inc | 28,068 | $5.40M | 0.79% | −57−0.2% | Reduced |
| Legacy Financial Strategies, LLC | 28,102 | $5.41M | 1.54% | +1,155+4.3% | Added |
| Root Financial Partners, LLC | 28,158 | $5.42M | 2.04% | +12,936+85.0% | Added |
| Temasek Holdings (Private) Ltd | 28,253 | $5.44M | 0.03% | +13,263+88.5% | Added |
| Evolution Wealth Advisors, LLC | 28,259 | $5.44M | 1.09% | +484+1.7% | Added |
| Cape Investment Advisory, Inc. | 28,298 | $5.45M | 2.66% | +11,367+67.1% | Added |
| Austin Asset Management Co Inc | 28,377 | $5.46M | 1.44% | +1,016+3.7% | Added |
| Altman Advisors, Inc. | 28,402 | $5.47M | 2.87% | +287+1.0% | Added |
| Landmark Financial Advisors, LLC | 28,450 | $5.48M | 1.97% | +307+1.1% | Added |
| Blankinship & Foster, LLC | 28,460 | $5.48M | 1.56% | +449+1.6% | Added |
| Truvestments Capital LLC | 28,464 | $5.48M | 2.47% | +494+1.8% | Added |
| David J Yvars Group | 28,475 | $5.48M | 4.41% | −2,335−7.6% | Reduced |
| Addison Advisors LLC | 28,484 | $5.48M | 2.14% | +122+0.4% | Added |
| McRae Capital Management Inc | 28,503 | $5.49M | 1.37% | +61+0.2% | Added |
| Sage Capital Management, LLC | 28,514 | $5.49M | 3.28% | +28,514 | New |
| Laurion Capital Management LP | 28,519 | $5.49M | 0.20% | −2,272,360−98.8% | Reduced |
| Maxwell Wealth Strategies Inc. | 28,579 | $5.50M | 3.60% | +28,579 | New |
| Insight Inv LLC | 28,601 | $5.51M | 5.40% | −15−0.1% | Reduced |
| Lion Street Advisors, LLC | 28,607 | $5.51M | 2.26% | −5,621−16.4% | Reduced |
| Hudson Capital Management LLC | 28,611 | $5.51M | 2.00% | −511−1.8% | Reduced |
| First Financial Corp | 28,688 | $5.52M | 2.81% | −265−0.9% | Reduced |
| Jacobsen Capital Management | 28,693 | $5.52M | 2.79% | −765−2.6% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 28,570 | $5.53M | 2.49% | −3,107−9.8% | Reduced |
| Boit C F David | 30,002 | $5.53M | 3.13% | +4,600+18.1% | Added |
| Five Oceans Advisors | 28,717 | $5.53M | 3.09% | −100.0% | Reduced |
| Angeles Investment Advisors, LLC | 28,730 | $5.53M | 0.33% | +21,876+319.2% | Added |
| Widmann Financial Services, Inc. | 28,760 | $5.54M | 4.99% | −2,850−9.0% | Reduced |
| Mayfair Advisory Group, LLC | 29,905 | $5.55M | 4.73% | −2,335−7.2% | Reduced |
| Argent Advisors, Inc. | 28,874 | $5.56M | 2.44% | +61+0.2% | Added |
| BCS Wealth Management | 28,893 | $5.56M | 2.05% | −1,676−5.5% | Reduced |
| Hilltop Partners LLC | 28,915 | $5.57M | 2.19% | +996+3.6% | Added |
| Financial Advisory Partners, LLC | 28,927 | $5.57M | 2.02% | −1,148−3.8% | Reduced |
| Burt Wealth Advisors | 28,938 | $5.57M | 1.59% | −224−0.8% | Reduced |
| Paragon Financial Partners, Inc. | 28,950 | $5.57M | 5.35% | +279+1.0% | Added |
| Schneider Downs Wealth Management Advisors, LP | 28,951 | $5.57M | 1.45% | +192+0.7% | Added |
| M. Kraus & Co | 28,956 | $5.57M | 1.82% | −170−0.6% | Reduced |