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 7 sales; 6,149 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
- 4,976
- +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
- 1,737 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 | 6,149 | $2.80T |
| Q1 2026 | 6,134 | $2.40T |
| Q4 2025 | 6,130 | $2.61T |
| Q3 2025 | 5,616 | $2.35T |
| Q2 2025 | 5,599 | $1.93T |
| Q1 2025 | 5,607 | $2.08T |
| Q4 2024 | 5,671 | $2.36T |
| Q3 2024 | 5,105 | $2.17T |
| Q2 2024 | 5,132 | $1.98T |
| Q1 2024 | 5,023 | $1.61T |
| Q4 2023 | 4,976 | $1.81T |
| Q3 2023 | 4,618 | $1.60T |
| Q2 2023 | 4,594 | $1.82T |
| Q1 2023 | 4,524 | $1.55T |
| Q4 2022 | 4,555 | $1.21T |
| Q3 2022 | 4,346 | $1.29T |
| Q2 2022 | 4,339 | $1.28T |
| Q1 2022 | 4,390 | $1.66T |
| Q4 2021 | 4,402 | $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 |
|---|---|---|---|---|---|
| Shaker Investments LLC | 2,404 | $462.8K | 0.22% | 00.0% | Unchanged |
| Randolph Co Inc | 2,411 | $464.2K | 0.06% | +613+34.1% | Added |
| ASB Consultores, LLC | 2,434 | $468.6K | 0.16% | −613−20.1% | Reduced |
| Coerente Capital Management | 2,434 | $468.6K | 0.10% | +154+6.8% | Added |
| Machina Capital S.A.S. | 2,444 | $470.5K | 0.30% | −2,411−49.7% | Reduced |
| Morton Community Bank | 2,444 | $470.5K | 0.15% | +2,444 | New |
| LFA - Lugano Financial Advisors SA | 2,447 | $471.1K | 0.37% | −1,530−38.5% | Reduced |
| Erickson Financial Group, LLC | 2,466 | $474.8K | 0.39% | −36−1.4% | Reduced |
| New Harbor Financial Group, LLC | 2,475 | $476.5K | 0.21% | −139−5.3% | Reduced |
| Moneywise, Inc. | 2,477 | $476.9K | 0.27% | +2+0.1% | Added |
| Williamson Legacy Group, LLC | 2,486 | $478.6K | 0.44% | +2,486 | New |
| Equita Financial Network, Inc. | 2,488 | $479.0K | 0.26% | −767−23.6% | Reduced |
| Alpha Financial Advisors, LLC | 2,490 | $479.4K | 0.24% | +1,155+86.5% | Added |
| Knott David M Jr | 2,494 | $480.0K | 0.18% | 00.0% | Unchanged |
| EPIQ Capital Group, LLC | 2,520 | $485.2K | 0.23% | +3+0.1% | Added |
| Stuart Chaussee & Associates, Inc. | 2,580 | $496.7K | 0.14% | +1,260+95.5% | Added |
| Foundry Financial Group, Inc. | 2,593 | $499.2K | 0.42% | +2,593 | New |
| PACK Private Wealth, LLC | 2,597 | $500.0K | 0.34% | −108−4.0% | Reduced |
| Beddow Capital Management Inc | 2,600 | $501.0K | 0.23% | 00.0% | Unchanged |
| Fiat Wealth Management LLC | 2,605 | $501.5K | 6.35% | +2,605 | New |
| Investments & Financial Planning, LLC | 2,618 | $504.0K | 0.38% | +10.0% | Added |
| Anfield Capital Management, LLC | 2,619 | $504.3K | 0.27% | +107+4.3% | Added |
| FreeGulliver LLC | 2,630 | $506.3K | 0.67% | +2,630 | New |
| Mandatum Life Insurance Co Ltd | 2,631 | $506.5K | 0.19% | −25,592−90.7% | Reduced |
| Peloton Wealth Strategists | 2,649 | $510.0K | 0.22% | −125−4.5% | Reduced |
| Coulter & Justus Financial Services, LLC | 2,668 | $513.7K | 0.35% | +9+0.3% | Added |
| Arcadia Wealth Management, LLC | 2,676 | $515.2K | 0.36% | +89+3.4% | Added |
| Hoge Financial Services, LLC | 2,684 | $516.8K | 0.52% | +2,684 | New |
| Custom Portfolio Group LLC | 2,746 | $521.0K | 0.46% | +2,746 | New |
| Peterson Financial Group, Inc. | 2,708 | $521.4K | 3.42% | +726+36.6% | Added |
| DAGCO, Inc. | 2,716 | $522.9K | 0.48% | −8,753−76.3% | Reduced |
| Dynamic Wealth Strategies, LLC | 2,716 | $522.9K | 0.48% | +2,716 | New |
| O'Keefe Stevens Advisory, Inc. | 2,738 | $527.1K | 0.21% | +764+38.7% | Added |
| Mendota Financial Group, LLC | 2,744 | $528.4K | 0.41% | +1,479+116.9% | Added |
| Virtus Family Office LLC | 2,746 | $528.7K | 0.89% | −5−0.2% | Reduced |
| Walker Financial Services, Inc. | 2,748 | $529.2K | 0.55% | −12−0.4% | Reduced |
| MAS Advisors LLC | 2,750 | $529.5K | 0.69% | −248−8.3% | Reduced |
| Forum Private Client Group LLC | 2,755 | $530.4K | 0.28% | +2,755 | New |
| Adaptive Financial Consulting, LLC | 2,767 | $532.7K | 0.28% | +10.0% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 2,779 | $535.1K | 0.26% | +562+25.3% | Added |
| Sightline Wealth Advisors, LLC | 2,780 | $535.3K | 0.41% | 00.0% | Unchanged |
| Passive Capital Management, LLC. | 2,782 | $535.6K | 0.22% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 2,783 | $535.8K | 0.51% | +2,783 | New |
| Verde Capital Management | 2,794 | $538.0K | 0.20% | −20−0.7% | Reduced |
| Rice Hall James & Associates, LLC | 2,800 | $539.1K | 0.03% | 00.0% | Unchanged |
| Graham Capital Wealth Management, LLC | 2,819 | $542.7K | 1.43% | −3,828−57.6% | Reduced |
| Mawer Investment Management Ltd. | 2,820 | $542.9K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 2,831 | $545.1K | 0.44% | +2,831 | New |
| Rezny Wealth Management, Inc. | 2,832 | $545.2K | 0.17% | +2,832 | New |
| OxenFree Capital LLC | 2,835 | $545.8K | 0.56% | +2,835 | New |
| Quattro Financial Advisors LLC | 193 | $550.6K | 0.20% | −2,667−93.3% | Reduced |
| Convergence Financial, LLC | 2,868 | $552.2K | 0.25% | +94+3.4% | Added |
| Cadence Wealth Management LLC | 2,875 | $553.5K | 0.43% | −406−12.4% | Reduced |
| Lauer Wealth, LLC | 2,855 | $553.6K | 0.51% | −224−7.3% | Reduced |
| Oceanside Advisors LLC | 2,881 | $554.7K | 0.49% | +2,881 | New |
| Dakota Community Bank & Trust NA | 2,908 | $559.9K | 3.14% | +173+6.3% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 2,909 | $560.0K | 0.16% | 00.0% | Unchanged |
| Leith Wheeler Investment Counsel Ltd. | 2,909 | $560.1K | 0.06% | −75−2.5% | Reduced |
| Kapitalo Investimentos Ltda | 2,922 | $562.6K | 0.12% | +1,787+157.4% | Added |
| DSM Capital Partners LLC | 2,952 | $568.3K | 0.01% | +2,952 | New |
| Welch Capital Partners LLC | 2,963 | $570.0K | 0.15% | 00.0% | Unchanged |
| Johnson Financial Group, LLC | 2,980 | $573.9K | 0.07% | −297−9.1% | Reduced |
| Seeds Investor LLC | 2,981 | $573.9K | 0.65% | +2,981 | New |
| American Asset Management Inc. | 2,981 | $573.9K | 0.91% | +406+15.8% | Added |
| Joule Financial, LLC | 2,982 | $574.2K | 0.27% | −4,544−60.4% | Reduced |
| Prairiewood Capital, LLC | 2,995 | $576.6K | 0.30% | +2,995 | New |
| Bridgefront Capital, LLC | 2,998 | $577.2K | 0.44% | −7,284−70.8% | Reduced |
| Codex Capital, L.L.C. | 3,000 | $577.6K | 0.34% | 00.0% | Unchanged |
| Teramo Advisors, LLC | 3,000 | $577.6K | 0.31% | 00.0% | Unchanged |
| Sound Stewardship, LLC | 3,011 | $579.7K | 0.38% | 00.0% | Unchanged |
| Schoolcraft Capital LLC | 3,014 | $580.2K | 0.15% | +463+18.1% | Added |
| Blue Barn Wealth, LLC | 3,023 | $582.0K | 0.35% | +1,242+69.7% | Added |
| Capstone Capital Wealth Advisors | 3,025 | $582.4K | 0.57% | +3,025 | New |
| Corepath Wealth Partners LLC | 3,247 | $588.2K | 0.33% | +644+24.7% | Added |
| Bluestem Financial Advisors, LLC | 3,060 | $589.1K | 0.34% | −102−3.2% | Reduced |
| Financial Futures Ltd Liability Co. | 3,063 | $589.8K | 0.44% | +330+12.1% | Added |
| TKG Advisors, LLC | 3,080 | $592.9K | 0.35% | −677−18.0% | Reduced |
| Hanseatic Management Services Inc | 3,090 | $594.9K | 1.04% | −115−3.6% | Reduced |
| Fluent Financial, LLC | 3,092 | $595.3K | 0.35% | −10.0% | Reduced |
| Caas Capital Management LP | 3,095 | $595.9K | 0.57% | −14,805−82.7% | Reduced |
| Clark Estates Inc | 3,111 | $599.0K | 0.10% | 00.0% | Unchanged |
| Emergent Wealth Advisors, LLC | 3,116 | $600.0K | 0.56% | +3,116 | New |
| Cornerstone National Bank & Trust Co | 3,131 | $602.8K | 0.32% | −23−0.7% | Reduced |
| Idaho Trust Bank | 3,144 | $605.3K | 0.35% | −782−19.9% | Reduced |
| MTM Financial Group, LLC | 3,148 | $606.1K | 0.44% | +6+0.2% | Added |
| Shapiro Capital Management LLC | 3,150 | $606.5K | 0.02% | −780−19.8% | Reduced |
| NFC Investments, LLC | 3,151 | $607.0K | 0.19% | +3,151 | New |
| Valued Wealth Advisors LLC | 3,551 | $608.0K | 0.56% | +3,551 | New |
| Hanover Advisors Inc | 3,159 | $608.2K | 0.30% | +3,159 | New |
| LPF Advisors LLC | 3,184 | $613.0K | 0.65% | +3,184 | New |
| Ti-Trust, Inc | 3,187 | $613.6K | 0.54% | 00.0% | Unchanged |
| Frontier Asset Management, LLC | 3,190 | $614.3K | 0.23% | +595+22.9% | Added |
| Diversified Investment Strategies, LLC | 3,200 | $616.1K | 0.45% | −130−3.9% | Reduced |
| Foundry Partners, LLC | 3,205 | $617.1K | 0.04% | 00.0% | Unchanged |
| Grunden Financial Advisory, Inc. | 3,215 | $619.0K | 0.35% | +3,215 | New |
| Beacon Financial Strategies CORP | 3,231 | $622.1K | 0.48% | −38−1.2% | Reduced |
| Oracle Alpha Inc. | 3,251 | $625.9K | 0.81% | +3,251 | New |
| Interactive Financial Advisors | 10,508 | $629.1K | 0.41% | +3,412+48.1% | Added |
| Significant Wealth Partners LLC | 3,302 | $635.8K | 0.46% | +3,302 | New |
| BCU Wealth Advisors, LLC | 3,305 | $636.2K | 0.69% | +3,305 | New |