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; 6,150 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 | 6,150 | $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 |
|---|---|---|---|---|---|
| NDWM LLC | 3,310 | $637.1K | 0.61% | +3,310 | New |
| Martel Wealth Advisors Inc | 3,339 | $642.9K | 0.15% | +517+18.3% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 3,341 | $643.2K | 0.27% | −418−11.1% | Reduced |
| Main Line Retirement Advisors, LLC | 3,361 | $647.0K | 0.56% | +3,361 | New |
| Quarry Hill Advisors, LLC | 3,371 | $648.9K | 0.53% | +14+0.4% | Added |
| Virtus ETF Advisers LLC | 3,380 | $650.8K | 0.41% | −511−13.1% | Reduced |
| Oberweis Asset Management Inc | 3,381 | $650.9K | 0.06% | −1,489−30.6% | Reduced |
| Boyar Asset Management Inc. | 3,381 | $650.9K | 0.49% | 00.0% | Unchanged |
| Team Financial Group, LLC | 3,385 | $651.8K | 0.47% | +1,290+61.6% | Added |
| VanderPol Investments L.L.C. | 3,392 | $653.1K | 2.22% | +3,392 | New |
| Martin Capital Partners, LLC | 3,395 | $654.0K | 0.27% | 00.0% | Unchanged |
| TL Private Wealth | 3,399 | $654.3K | 0.34% | −74−2.1% | Reduced |
| Roble, Belko & Company, Inc | 3,416 | $658.0K | 0.12% | −6−0.2% | Reduced |
| Salzhauer Michael | 3,418 | $658.1K | 0.59% | −10−0.3% | Reduced |
| Cambridge Capital Management, LLC | 3,435 | $661.3K | 0.56% | +3,435 | New |
| Betterment LLC | 3,443 | $663.0K | 0.00% | +85+2.5% | Added |
| Advisory Services & Investments, LLC | 3,445 | $663.3K | 0.49% | −66−1.9% | Reduced |
| Fischer Investment Strategies, LLC | 3,449 | $664.1K | 0.50% | −111−3.1% | Reduced |
| O'Connor Financial Group LLC | 3,452 | $664.6K | 0.41% | −34−1.0% | Reduced |
| Windsor Advisory Group, LLC | 3,460 | $666.1K | 1.98% | −28,127−89.0% | Reduced |
| Ironsides Asset Advisors, LLC | 3,464 | $666.9K | 0.29% | −49−1.4% | Reduced |
| Whitcomb & Hess, Inc. | 3,480 | $670.1K | 0.23% | +305+9.6% | Added |
| Sequent Asset Management, LLC | 3,496 | $673.1K | 0.39% | +1,082+44.8% | Added |
| Hoya Capital Real Estate, LLC | 3,500 | $673.9K | 14.08% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 3,507 | $675.2K | 0.48% | −280−7.4% | Reduced |
| Carolina Wealth Advisors, LLC | 3,517 | $677.3K | 0.35% | 00.0% | Unchanged |
| Range Financial Group LLC | 3,533 | $680.2K | 0.41% | +16+0.5% | Added |
| Pachira Investments Inc. | 3,533 | $680.3K | 0.60% | +16+0.5% | Added |
| SWS Partners | 3,558 | $684.9K | 0.22% | +3+0.1% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 3,569 | $687.2K | 0.21% | +3+0.1% | Added |
| Lowe Wealth Advisors, LLC | 3,576 | $688.5K | 0.34% | +2+0.1% | Added |
| Lam Group, Inc. | 3,596 | $692.3K | 0.63% | −59−1.6% | Reduced |
| S&T Bank | 3,602 | $694.0K | 0.13% | −1,253−25.8% | Reduced |
| Silverberg Bernstein Capital Management LLC | 3,624 | $697.7K | 0.67% | +3,624 | New |
| Schulz Wealth, LTD. | 3,633 | $699.5K | 0.67% | +3,633 | New |
| Spectrum Planning & Advisory Services Inc. | 3,637 | $700.2K | 0.99% | +10.0% | Added |
| Sage Financial Management Group, Inc. | 3,647 | $702.0K | 0.38% | −109−2.9% | Reduced |
| Applied Capital LLC | 3,648 | $702.3K | 0.39% | −36−1.0% | Reduced |
| Basso Capital Management, L.P. | 3,653 | $703.3K | 0.73% | −11,707−76.2% | Reduced |
| Cravens & Co Advisors, LLC | 3,660 | $704.6K | 0.61% | −261−6.7% | Reduced |
| Cooksen Wealth, LLC | 3,668 | $706.2K | 0.80% | +3,668 | New |
| Ridgewood Investments LLC | 3,671 | $706.8K | 0.42% | −780−17.5% | Reduced |
| Lansing Street Advisors | 3,701 | $712.5K | 0.37% | +3,701 | New |
| BCK Partners, Inc. | 3,714 | $715.1K | 0.41% | +336+9.9% | Added |
| Luken Investment Analytics, LLC | 3,720 | $716.2K | 0.39% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 3,746 | $721.2K | 0.32% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 3,778 | $727.4K | 0.18% | −200−5.0% | Reduced |
| Scott Capital Advisors, LLC | 3,785 | $728.8K | 0.24% | −97−2.5% | Reduced |
| Proathlete Wealth Management LLC | 3,786 | $729.1K | 0.43% | +3,786 | New |
| EHP Funds Inc. | 3,800 | $731.6K | 0.37% | −1,200−24.0% | Reduced |
| True Link Financial Advisors, LLC | 3,805 | $732.6K | 0.08% | −1,691−30.8% | Reduced |
| Private Wealth Group, LLC | 3,813 | $734.2K | 0.42% | −42−1.1% | Reduced |
| Guardian Wealth Advisors, LLC | 3,814 | $734.2K | 0.51% | +200+5.5% | Added |
| Keene & Associates, Inc. | 3,820 | $735.5K | 0.61% | +138+3.7% | Added |
| Watchman Group, Inc. | 3,837 | $738.7K | 0.24% | +42+1.1% | Added |
| Traction Financial Partners, LLC | 3,851 | $741.4K | 0.50% | +3,851 | New |
| Evergreen Advisors, LLC | 3,855 | $742.3K | 0.24% | −522−11.9% | Reduced |
| Keystone Financial Services | 3,860 | $743.2K | 0.35% | −53−1.4% | Reduced |
| Avid Wealth Partners LLC | 3,891 | $749.1K | 0.74% | +3,891 | New |
| Hart & Patterson Financial Group LLC | 3,921 | $754.9K | 0.39% | +3,921 | New |
| Lunt Capital Management, Inc. | 3,947 | $759.9K | 0.39% | −187−4.5% | Reduced |
| TSA Wealth Managment LLC | 3,947 | $759.9K | 0.35% | +3,947 | New |
| Value Partners Investments Inc. | 3,973 | $766.2K | 0.06% | +1,114+39.0% | Added |
| New England Professional Planning Group Inc. | 3,984 | $767.1K | 0.44% | +46+1.2% | Added |
| Phraction Management LLC | 3,988 | $767.8K | 0.32% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 4,184 | $768.3K | 0.32% | +4,184 | New |
| Regency Capital Management Inc. | 4,004 | $770.9K | 0.52% | +2,114+111.9% | Added |
| Long Island Wealth Management, Inc. | 4,010 | $772.0K | 0.55% | +4,010 | New |
| Fusion Family Wealth LLC | 4,022 | $774.4K | 0.09% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4,040 | $777.8K | 0.11% | +4,040 | New |
| Precision Wealth Strategies, LLC | 4,045 | $778.8K | 0.76% | +136+3.5% | Added |
| Strategic Financial Partners, Ltd. | 4,052 | $780.2K | 0.45% | +645+18.9% | Added |
| Keeley-Teton Advisors, LLC | 4,073 | $784.2K | 0.10% | −2,325−36.3% | Reduced |
| RIA Advisory Group LLC | 4,079 | $785.4K | 0.38% | +31+0.8% | Added |
| Triasima Portfolio Management inc. | 4,100 | $789.4K | 0.07% | 00.0% | Unchanged |
| Sheridan Capital Management, LLC | 4,110 | $791.4K | 0.64% | +4,110 | New |
| Insight Folios Inc | 4,123 | $793.9K | 0.34% | −27−0.7% | Reduced |
| Boston Standard Wealth Management, LLC | 4,637 | $794.0K | 0.21% | 00.0% | Unchanged |
| BlueSky Wealth Advisors, LLC | 4,130 | $795.2K | 0.15% | −734−15.1% | Reduced |
| SRN Advisors, LLC | 4,132 | $795.5K | 0.71% | −1,449−26.0% | Reduced |
| Laurel Wealth Planning LLC | 4,142 | $797.0K | 0.56% | +25+0.6% | Added |
| Regis Acquisition Inc. | 4,148 | $799.0K | 0.31% | −43−1.0% | Reduced |
| Horizons Wealth Management | 4,163 | $801.5K | 0.53% | −10−0.2% | Reduced |
| NSI Retail Advisors, LLC | 4,166 | $802.0K | 0.13% | −200−4.6% | Reduced |
| Merlin Capital LLC | 4,177 | $804.2K | 2.58% | +13+0.3% | Added |
| Kennon-Green & Company, LLC | 4,181 | $805.0K | 0.82% | −49−1.2% | Reduced |
| Wolverine Asset Management LLC | 4,192 | $807.1K | 0.01% | −276,719−98.5% | Reduced |
| High Probability Advisors, LLC | 4,201 | $808.8K | 0.16% | +20.0% | Added |
| Livelsberger Financial Advisory | 4,214 | $811.3K | 0.73% | +4,214 | New |
| Gordian Advisors LLC | 4,217 | $811.8K | 0.80% | +4,217 | New |
| Altrius Capital Management Inc | 4,218 | $812.1K | 0.23% | +1,334+46.3% | Added |
| Schwallier Wealth Management LLC | 4,218 | $812.1K | 0.67% | +4,218 | New |
| Asset Management Resources, LLC | 4,227 | $813.9K | 0.46% | −1,250−22.8% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 4,250 | $818.3K | 0.17% | +1,042+32.5% | Added |
| Magnetar Financial LLC | 4,250 | $818.3K | 0.02% | +4,250 | New |
| Phillips Wealth Planners LLC | 4,345 | $819.6K | 0.99% | −1,008−18.8% | Reduced |
| ShankerValleau Wealth Advisors, Inc. | 4,269 | $821.9K | 0.42% | +635+17.5% | Added |
| Shariaportfolio, Inc. | 4,280 | $824.0K | 0.56% | −44−1.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 4,306 | $829.0K | 0.07% | −7,399−63.2% | Reduced |
| Halpern Financial, Inc. | 4,503 | $829.7K | 0.26% | −383−7.8% | Reduced |