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 |
|---|---|---|---|---|---|
| Ally Financial Inc. | 29,000 | $5.58M | 0.73% | 00.0% | Unchanged |
| Auxier Asset Management | 29,013 | $5.59M | 0.90% | −470−1.6% | Reduced |
| Moran Wealth Management, LLC | 29,062 | $5.60M | 0.20% | +1,629+5.9% | Added |
| Herbst Group, LLC | 29,068 | $5.60M | 3.59% | −402−1.4% | Reduced |
| Provident Trust Co | 29,075 | $5.60M | 0.11% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 29,093 | $5.60M | 0.34% | +29,093 | New |
| Northstar Advisory Group, LLC | 29,200 | $5.62M | 3.34% | −13,334−31.3% | Reduced |
| Home Federal Bank of Tennessee | 29,256 | $5.63M | 1.89% | −1,000−3.3% | Reduced |
| Exchange Capital Management, Inc. | 29,308 | $5.64M | 1.01% | −679−2.3% | Reduced |
| Long Run Wealth Advisors, LLC | 29,313 | $5.64M | 1.63% | +2,816+10.6% | Added |
| Sym Financial Corp | 29,327 | $5.65M | 0.91% | +3,217+12.3% | Added |
| Petix & Botte Co | 29,328 | $5.65M | 1.66% | +80.0% | Added |
| Alliance Wealth Management Group | 29,339 | $5.65M | 1.76% | +29,339 | New |
| Colton Groome Financial Advisors, LLC | 29,418 | $5.66M | 2.47% | +4,836+19.7% | Added |
| Bell Investment Advisors, Inc | 29,500 | $5.68M | 1.17% | +75+0.3% | Added |
| Plotkin Financial Advisors, LLC | 29,541 | $5.69M | 4.33% | −731−2.4% | Reduced |
| Barden Capital Management, Inc. | 32,636 | $5.69M | 4.64% | +18,615+132.8% | Added |
| Counterweight Ventures, LLC | 29,569 | $5.69M | 5.17% | +29,569 | New |
| Accretive Wealth Partners, LLC | 29,572 | $5.69M | 2.74% | +200+0.7% | Added |
| Landmark Wealth Management, Inc. | 29,583 | $5.70M | 58.77% | +29,583 | New |
| JBR Co Financial Management Inc | 29,592 | $5.70M | 5.35% | +29,592 | New |
| Trinity Financial Advisors LLC | 29,593 | $5.70M | 2.78% | −1,820−5.8% | Reduced |
| Retirement Capital Strategies | 29,600 | $5.70M | 2.47% | +45+0.2% | Added |
| BigSur Wealth Management LLC | 29,633 | $5.71M | 2.72% | −50−0.2% | Reduced |
| One Charles Private Wealth Services, LLC | 29,663 | $5.71M | 3.02% | +849+2.9% | Added |
| Garrett Wealth Advisory Group, LLC | 29,681 | $5.71M | 2.38% | +110.0% | Added |
| Michael B. Yongue | 29,687 | $5.72M | 5.12% | −114−0.4% | Reduced |
| Mason & Associates Inc | 29,724 | $5.72M | 1.68% | −1,840−5.8% | Reduced |
| Dantai Capital Ltd | 29,730 | $5.72M | 7.23% | +14,130+90.6% | Added |
| Lakeridge Wealth Management LLC | 29,780 | $5.73M | 4.15% | +29,780 | New |
| Invera Wealth Advisors, LLC | 29,792 | $5.74M | 3.59% | +29,792 | New |
| Farrell Financial LLC | 33,612 | $5.74M | 5.74% | +33,612 | New |
| Pacific Wealth Strategies Group, Inc. | 29,827 | $5.74M | 5.48% | −295−1.0% | Reduced |
| Guinness Atkinson Asset Management Inc | 29,832 | $5.74M | 2.94% | −649−2.1% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 29,852 | $5.75M | 3.26% | −2,836−8.7% | Reduced |
| Gould Asset Management LLC | 29,864 | $5.75M | 1.49% | +3,119+11.7% | Added |
| Morris Retirement Advisors, LLC | 29,896 | $5.76M | 3.79% | +7,948+36.2% | Added |
| Peoples Bank | 29,917 | $5.76M | 3.38% | −753−2.5% | Reduced |
| Act Wealth Management, LLC | 29,965 | $5.77M | 3.11% | −175−0.6% | Reduced |
| Gerber, LLC | 29,992 | $5.77M | 5.21% | +29,992 | New |
| Cna Financial Corp | 30,000 | $5.78M | 3.79% | +30,000 | New |
| Royal Capital Wealth Management, LLC | 30,005 | $5.78M | 5.00% | +4,362+17.0% | Added |
| Sentinel Pension Advisors Inc | 30,087 | $5.79M | 1.38% | +62+0.2% | Added |
| LWM Advisory Services, LLC | 30,105 | $5.80M | 5.10% | +1,671+5.9% | Added |
| Harfst & Associates, Inc. | 30,110 | $5.80M | 1.53% | −415−1.4% | Reduced |
| Wellspring Financial Advisors, LLC | 30,150 | $5.80M | 1.45% | +2,141+7.6% | Added |
| Green Square Capital Advisors LLC | 30,152 | $5.81M | 0.78% | −9,490−23.9% | Reduced |
| Schear Investment Advisers, LLC | 30,159 | $5.81M | 5.60% | +65+0.2% | Added |
| WBI Investments | 30,178 | $5.81M | 1.16% | +15,772+109.5% | Added |
| Syntax Research, Inc. | 30,183 | $5.81M | 4.86% | −734−2.4% | Reduced |
| Altus Wealth Group LLC | 30,185 | $5.81M | 3.22% | +155+0.5% | Added |
| Pinkerton Retirement Specialists, LLC | 30,193 | $5.81M | 1.12% | +130.0% | Added |
| SCS Capital Management LLC | 30,211 | $5.82M | 0.13% | +30.0% | Added |
| First National Bank | 30,219 | $5.82M | 4.60% | −4,236−12.3% | Reduced |
| Opal Wealth Advisors, LLC | 30,245 | $5.82M | 2.29% | +1,096+3.8% | Added |
| Pin Oak Investment Advisors Inc | 30,255 | $5.83M | 5.90% | −120.0% | Reduced |
| RiverPark Advisors, LLC | 30,350 | $5.84M | 5.38% | −2,743−8.3% | Reduced |
| Pacific Center for Financial Services | 30,350 | $5.84M | 1.84% | −427−1.4% | Reduced |
| Total Investment Management Inc | 30,441 | $5.86M | 0.74% | −1,065−3.4% | Reduced |
| Exchange Bank | 30,455 | $5.86M | 5.08% | −2,789−8.4% | Reduced |
| Center for Financial Planning, Inc. | 30,467 | $5.87M | 1.08% | −187−0.6% | Reduced |
| Dempze Nancy E | 30,510 | $5.87M | 4.91% | −399−1.3% | Reduced |
| Heritage Financial Services, LLC | 30,515 | $5.88M | 1.00% | +864+2.9% | Added |
| Chaney Capital Management, Inc. | 30,600 | $5.89M | 5.24% | +30,600 | New |
| Aveo Capital Partners, LLC | 30,659 | $5.90M | 0.71% | +420+1.4% | Added |
| First National Bank of Hutchinson | 30,677 | $5.91M | 4.25% | +565+1.9% | Added |
| Omnia Family Wealth, LLC | 30,683 | $5.91M | 3.03% | +635+2.1% | Added |
| RE Dickinson Investment Advisors, LLC | 30,690 | $5.91M | 3.93% | −532−1.7% | Reduced |
| Phoenix Wealth Advisors | 31,859 | $5.91M | 4.12% | −70.0% | Reduced |
| Needham Investment Management LLC | 30,750 | $5.92M | 0.75% | −2,250−6.8% | Reduced |
| New England Research & Management, Inc. | 30,761 | $5.92M | 3.14% | +1,200+4.1% | Added |
| Register Financial Advisors LLC | 30,814 | $5.93M | 3.97% | +2,606+9.2% | Added |
| Clarity Capital Partners LLC | 30,869 | $5.94M | 4.19% | +30,869 | New |
| Global Strategic Investment Solutions, LLC | 30,918 | $5.95M | 0.74% | −1,880−5.7% | Reduced |
| River Street Advisors LLC | 30,922 | $5.95M | 4.75% | +1,203+4.0% | Added |
| Copperwynd Financial, LLC | 30,938 | $5.96M | 2.37% | +2,755+9.8% | Added |
| Beaton Management Co. Inc. | 31,040 | $5.98M | 3.58% | −1,100−3.4% | Reduced |
| Kampmann Melissa S. | 31,107 | $5.99M | 5.13% | −750−2.4% | Reduced |
| McCarthy Asset Management, Inc. | 31,109 | $5.99M | 3.83% | −1,294−4.0% | Reduced |
| Emerald Advisers, LLC | 31,146 | $6.00M | 0.26% | −3,455−10.0% | Reduced |
| Hanson & Doremus Investment Management | 31,290 | $6.02M | 1.14% | −520−1.6% | Reduced |
| Total Clarity Wealth Management, Inc. | 31,335 | $6.03M | 2.47% | +2,681+9.4% | Added |
| Financial Strategies Group, Inc. | 31,049 | $6.04M | 1.73% | +3,132+11.2% | Added |
| Eclectic Associates Inc | 31,400 | $6.05M | 2.90% | −1,981−5.9% | Reduced |
| G2 Capital Management, LLC | 31,409 | $6.05M | 2.06% | +1,084+3.6% | Added |
| Aldebaran Financial Inc. | 31,468 | $6.06M | 9.38% | −1,208−3.7% | Reduced |
| Ahl Investment Management, Inc. | 31,475 | $6.06M | 4.96% | −210−0.7% | Reduced |
| Willis Johnson & Associates, Inc. | 31,541 | $6.07M | 0.58% | +90.0% | Added |
| Brio Consultants, LLC | 31,549 | $6.07M | 1.08% | −2,422−7.1% | Reduced |
| Plato Investment Management Ltd | 31,585 | $6.08M | 7.46% | +31,585 | New |
| CMG Global Holdings, LLC | 33,132 | $6.09M | 4.42% | −385−1.1% | Reduced |
| Wealth Quarterback LLC | 31,691 | $6.10M | 3.73% | −471−1.5% | Reduced |
| Burton Enright Welch | 31,711 | $6.11M | 1.63% | −2,327−6.8% | Reduced |
| Ramirez Asset Management, Inc. | 31,754 | $6.11M | 1.24% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 31,769 | $6.12M | 6.23% | −1,362−4.1% | Reduced |
| Garrison Point Advisors, LLC | 31,781 | $6.12M | 4.32% | −487−1.5% | Reduced |
| Clayton Financial Group LLC | 31,797 | $6.12M | 3.81% | +31,797 | New |
| Banco de Sabadell, S.A | 31,803 | $6.12M | 4.65% | −3,157−9.0% | Reduced |
| MGB Wealth Management, LLC | 31,808 | $6.13M | 3.08% | +31,808 | New |
| Elevated Capital Advisors, LLC | 31,914 | $6.14M | 1.92% | +803+2.6% | Added |