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 |
|---|---|---|---|---|---|
| Bigelow Investment Advisors, LLC | 31,940 | $6.15M | 3.33% | −389−1.2% | Reduced |
| Summit Place Financial Advisors, LLC | 31,989 | $6.16M | 4.03% | +467+1.5% | Added |
| Smith Shellnut Wilson LLC | 31,997 | $6.16M | 3.53% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 32,015 | $6.16M | 1.86% | −699−2.1% | Reduced |
| Security National Bank of Sioux City Iowa | 32,016 | $6.16M | 4.65% | −2,705−7.8% | Reduced |
| Glynn Capital Management LLC | 32,023 | $6.17M | 1.15% | −297−0.9% | Reduced |
| Wynn Capital, LLC | 32,072 | $6.17M | 5.04% | +32,072 | New |
| Sentry LLC | 32,081 | $6.18M | 1.31% | +130.0% | Added |
| Goldstein Advisors, LLC | 32,110 | $6.18M | 1.04% | +248+0.8% | Added |
| Tarbox Family Office, Inc. | 32,126 | $6.19M | 1.20% | −115−0.4% | Reduced |
| Meridian Wealth Partners, LLC | 32,179 | $6.20M | 1.18% | +104+0.3% | Added |
| Eley Financial Management, Inc | 32,179 | $6.20M | 2.90% | −789−2.4% | Reduced |
| Cornerstone Enterprises, LLC | 32,187 | $6.20M | 5.53% | +32,187 | New |
| ELCO Management Co., LLC | 32,281 | $6.22M | 4.09% | −99−0.3% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 32,283 | $6.22M | 0.48% | +32,283 | New |
| Advance Capital Management, Inc. | 32,309 | $6.22M | 0.49% | −1,681−4.9% | Reduced |
| Seelaus Asset Management LLC | 32,376 | $6.23M | 6.06% | −750−2.3% | Reduced |
| Opus Investment Management Inc | 32,400 | $6.24M | 3.58% | 00.0% | Unchanged |
| Correct Capital Wealth Management | 32,421 | $6.24M | 1.58% | +32,421 | New |
| Dash Acquisitions Inc. | 33,530 | $6.24M | 2.22% | +385+1.2% | Added |
| Ellsworth Advisors, LLC | 32,472 | $6.25M | 1.98% | −1,033−3.1% | Reduced |
| Byrne Asset Management LLC | 32,427 | $6.26M | 4.78% | −1,746−5.1% | Reduced |
| Baron Wealth Management LLC | 32,538 | $6.26M | 3.43% | +2,511+8.4% | Added |
| Chesapeake Asset Management LLC | 32,539 | $6.26M | 5.59% | −99−0.3% | Reduced |
| Etesian Wealth Advisors, Inc. | 32,390 | $6.27M | 3.77% | −50−0.2% | Reduced |
| Options Solutions, LLC | 32,568 | $6.27M | 6.68% | +11,639+55.6% | Added |
| Ayrshire Capital Management LLC | 32,631 | $6.28M | 3.63% | +442+1.4% | Added |
| W.H. Cornerstone Investments Inc. | 32,673 | $6.29M | 4.99% | +965+3.0% | Added |
| Richmond Brothers, Inc. | 32,730 | $6.30M | 10.98% | −1,665−4.8% | Reduced |
| Lokken Investment Group LLC | 32,742 | $6.30M | 3.57% | +149+0.5% | Added |
| Dechtman Wealth Management, LLC | 32,746 | $6.30M | 1.66% | +307+0.9% | Added |
| Sachetta, LLC | 32,756 | $6.31M | 2.99% | +32,756 | New |
| Investment Advisory Group, LLC | 32,771 | $6.31M | 2.90% | −777−2.3% | Reduced |
| Great Diamond Partners, LLC | 32,803 | $6.32M | 1.56% | −4,088−11.1% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 32,822 | $6.32M | 5.03% | +63+0.2% | Added |
| Ionic Capital Management LLC | 32,895 | $6.33M | 3.02% | +31,315+1,982.0% | Added |
| Tilia Fiduciary Partners, Inc. | 32,896 | $6.33M | 5.89% | −245−0.7% | Reduced |
| Barton Investment Management | 32,969 | $6.35M | 0.83% | 00.0% | Unchanged |
| Choice Wealth Advisors, LLC | 33,003 | $6.35M | 3.93% | −90−0.3% | Reduced |
| Seascape Capital Management | 33,009 | $6.36M | 2.68% | +1,174+3.7% | Added |
| Lakeshore Financial Planning, Inc. | 33,030 | $6.36M | 3.53% | −711−2.1% | Reduced |
| Meridian Management Co | 33,692 | $6.36M | 1.81% | −80.0% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 33,052 | $6.36M | 0.93% | −73,526−69.0% | Reduced |
| Unio Capital LLC | 33,080 | $6.37M | 3.26% | +31+0.1% | Added |
| Nvest Financial, LLC | 33,087 | $6.37M | 5.01% | +842+2.6% | Added |
| Keeler Thomas Management LLC | 33,110 | $6.37M | 2.51% | −1,402−4.1% | Reduced |
| Chase Investment Counsel Corp | 33,131 | $6.38M | 2.82% | −724−2.1% | Reduced |
| China Universal Asset Management Co., Ltd. | 33,197 | $6.39M | 1.24% | −7,967−19.4% | Reduced |
| Gratus Wealth Advisors, LLC | 33,263 | $6.40M | 1.26% | +33,263 | New |
| StrongBox Wealth, LLC | 33,310 | $6.41M | 3.74% | −145−0.4% | Reduced |
| Pacific Sage Partners, LLC | 33,320 | $6.42M | 1.76% | −37−0.1% | Reduced |
| Shira Ridge Wealth Management | 33,326 | $6.42M | 3.85% | −34−0.1% | Reduced |
| Nicholas Investment Partners, LP | 33,399 | $6.43M | 0.75% | +852+2.6% | Added |
| Sather Financial Group Inc | 33,467 | $6.44M | 0.48% | −174−0.5% | Reduced |
| Gordian Capital Singapore Pte Ltd | 33,479 | $6.45M | 5.82% | +1,090+3.4% | Added |
| Cowen and Company, LLC | 33,512 | $6.45M | 0.42% | −17,918−34.8% | Reduced |
| Portside Wealth Group, LLC | 33,526 | $6.45M | 1.20% | −2,851−7.8% | Reduced |
| Impact Partnership Wealth, LLC | 33,561 | $6.46M | 2.36% | −9,342−21.8% | Reduced |
| Meridian Financial Partners LLC | 34,314 | $6.47M | 6.64% | +144+0.4% | Added |
| Howard Wealth Management, LLC | 33,633 | $6.48M | 5.41% | −1,460−4.2% | Reduced |
| BOS Asset Management, LLC | 33,718 | $6.49M | 4.45% | −216−0.6% | Reduced |
| Financial Partners Group, LLC | 33,739 | $6.50M | 2.94% | +380+1.1% | Added |
| Marion Wealth Management | 33,739 | $6.50M | 2.08% | −1,572−4.5% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 33,807 | $6.51M | 1.65% | −53−0.2% | Reduced |
| Check Capital Management Inc | 33,814 | $6.51M | 0.52% | −241−0.7% | Reduced |
| Front Street Capital Management, Inc. | 33,865 | $6.52M | 1.30% | +552+1.7% | Added |
| Lodestone Wealth Management LLC | 33,885 | $6.52M | 3.80% | +239+0.7% | Added |
| Aurora Private Wealth, Inc. | 33,884 | $6.52M | 6.15% | −57−0.2% | Reduced |
| Nova R Wealth, Inc. | 33,894 | $6.53M | 4.11% | +554+1.7% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 33,900 | $6.53M | 2.74% | +140.0% | Added |
| Hudock, Inc. | 33,919 | $6.53M | 1.40% | +135+0.4% | Added |
| Wunderlich Capital Managemnt | 33,938 | $6.53M | 2.94% | −674−1.9% | Reduced |
| JBF Capital, Inc. | 34,000 | $6.55M | 1.28% | 00.0% | Unchanged |
| Norris Financial Group, LLC | 34,065 | $6.56M | 3.98% | +212+0.6% | Added |
| Leelyn Smith, LLC | 34,120 | $6.57M | 1.44% | −810−2.3% | Reduced |
| Cavalier Investments, LLC | 34,148 | $6.57M | 2.42% | +15,653+84.6% | Added |
| Criterion Capital Advisors, LLC | 34,165 | $6.58M | 4.78% | +34,165 | New |
| Triangle Securities Wealth Management | 34,201 | $6.58M | 2.05% | −322−0.9% | Reduced |
| Cary Street Partners Asset Management LLC | 34,201 | $6.58M | 1.13% | −1,465−4.1% | Reduced |
| NavPoint Financial, Inc. | 34,207 | $6.59M | 6.04% | +34,207 | New |
| Noesis Capital Mangement Corp | 34,213 | $6.59M | 1.55% | −520−1.5% | Reduced |
| OV Management LLC | 34,231 | $6.59M | 5.44% | +34,231 | New |
| Alta Wealth Advisors LLC | 34,252 | $6.59M | 3.68% | −100−0.3% | Reduced |
| Socorro Asset Management LP | 34,265 | $6.60M | 2.91% | −6,755−16.5% | Reduced |
| Shorepath Capital Management LLC | 34,312 | $6.61M | 5.86% | +34,312 | New |
| Engineers Gate Manager LP | 34,316 | $6.61M | 0.19% | +9,489+38.2% | Added |
| MEMBERS Trust Co | 34,191 | $6.62M | 0.19% | +875+2.6% | Added |
| Private Wealth Strategies, L.L.C. | 34,384 | $6.62M | 1.47% | −6,394−15.7% | Reduced |
| Marest Capital, LLC | 34,409 | $6.63M | 6.79% | +34,409 | New |
| Catalina Capital Group, LLC | 34,412 | $6.63M | 5.10% | +34,412 | New |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 34,454 | $6.63M | 1.79% | +34,454 | New |
| Seven Mile Advisory | 34,507 | $6.64M | 5.76% | +776+2.3% | Added |
| Cascade Investment Group, Inc. | 34,525 | $6.65M | 5.36% | +438+1.3% | Added |
| Eudaimonia Advisors LLC | 34,529 | $6.65M | 4.30% | +78+0.2% | Added |
| SWP Financial LLC | 34,533 | $6.65M | 5.16% | +34,533 | New |
| Great Waters Wealth Management | 36,112 | $6.65M | 1.18% | +170.0% | Added |
| Cadent Capital Advisors, LLC | 34,580 | $6.66M | 3.37% | −20.0% | Reduced |
| Vectors Research Management, LLC | 17,840 | $6.66M | 1.88% | −40,040−69.2% | Reduced |
| Yarger Wealth Strategies, LLC | 34,592 | $6.66M | 5.37% | +167+0.5% | Added |
| Relative Value Partners Group, LLC | 34,600 | $6.66M | 0.41% | +390+1.1% | Added |