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 |
|---|---|---|---|---|---|
| Boyd Wealth Management, LLC | 4,315 | $830.8K | 0.52% | +10.0% | Added |
| Straight Path Wealth Management | 4,334 | $834.4K | 0.49% | −484−10.0% | Reduced |
| Arrien Investments, Inc. | 4,349 | $837.3K | 0.74% | −1,308−23.1% | Reduced |
| Plan Group Financial, LLC | 4,360 | $839.5K | 0.74% | −5,722−56.8% | Reduced |
| Ashford Capital Management Inc | 4,381 | $843.5K | 0.11% | −153−3.4% | Reduced |
| Castellan Group, LLC | 4,395 | $846.2K | 0.53% | −4,954−53.0% | Reduced |
| BOCHK Asset Management Ltd | 4,400 | $847.1K | 0.52% | +4,400 | New |
| Axiom Financial Strategies, LLC | 4,400 | $847.1K | 0.55% | +20.0% | Added |
| Leverty Financial Group, LLC | 4,431 | $853.2K | 0.54% | +101+2.3% | Added |
| Unconventional Investor, LLC | 4,491 | $864.6K | 0.68% | −143−3.1% | Reduced |
| Argyle Capital Management Inc. | 4,536 | $873.3K | 0.36% | 00.0% | Unchanged |
| Capital Management Corp | 4,550 | $876.1K | 0.17% | −478−9.5% | Reduced |
| Tandem Wealth Advisors LLC | 4,552 | $876.4K | 0.51% | −18−0.4% | Reduced |
| Weybosset Research & Management LLC | 4,557 | $877.4K | 0.31% | +20+0.4% | Added |
| Proquility Private Wealth Partners, LLC | 4,607 | $887.0K | 0.34% | −1,105−19.3% | Reduced |
| Magnolia Wealth Management, LLC | 4,613 | $888.2K | 0.76% | −29−0.6% | Reduced |
| Burns Matteson Capital Management, LLC | 4,624 | $890.3K | 0.63% | +998+27.5% | Added |
| Pillar Wealth Advisors, LLC | 4,633 | $892.0K | 0.69% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 4,636 | $893.0K | 0.71% | +464+11.1% | Added |
| USAdvisors Wealth Management, LLC | 4,645 | $894.0K | 0.37% | −452−8.9% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 4,645 | $894.3K | 0.83% | +4,645 | New |
| HighMark Wealth Management LLC | 4,645 | $894.4K | 0.66% | +12+0.3% | Added |
| Sanctuary Wealth Management, L.L.C. | 4,647 | $894.8K | 0.87% | −1,907−29.1% | Reduced |
| Perkins Capital Management Inc | 4,650 | $895.0K | 0.76% | 00.0% | Unchanged |
| Trellis Wealth Advisors LLC | 4,652 | $895.6K | 0.49% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 4,655 | $896.2K | 0.41% | −124−2.6% | Reduced |
| Partnership Wealth Management, LLC | 4,870 | $898.0K | 0.68% | +4,870 | New |
| Mainsail Financial Group, LLC | 4,925 | $899.8K | 0.70% | −1,250−20.2% | Reduced |
| Topel & Distasi Wealth Management, LLC | 4,675 | $900.1K | 0.43% | −105−2.2% | Reduced |
| Ameraudi Asset Management, Inc. | 4,687 | $902.4K | 0.40% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 4,960 | $902.9K | 0.48% | +514+11.6% | Added |
| Western Financial Corp | 4,692 | $903.3K | 0.60% | +4+0.1% | Added |
| Armor Investment Advisors, LLC | 4,704 | $905.8K | 0.48% | −746−13.7% | Reduced |
| Thornburg Investment Management Inc | 4,708 | $906.4K | 0.01% | −1,116−19.2% | Reduced |
| Arkansas Financial Group, Inc. | 4,711 | $906.9K | 0.17% | +20+0.4% | Added |
| Visionary Horizons, LLC | 4,714 | $907.7K | 0.74% | +4,714 | New |
| Barnett & Company, Inc. | 4,720 | $908.7K | 0.68% | −25−0.5% | Reduced |
| Turim 21 Investimentos Ltda. | 4,727 | $910.1K | 0.29% | +2,295+94.4% | Added |
| Sunesis Advisors, LLC | 4,731 | $910.9K | 0.56% | −44−0.9% | Reduced |
| Penbrook Management LLC | 4,770 | $918.4K | 0.62% | −266−5.3% | Reduced |
| Gunderson Capital Management Inc. | 4,783 | $920.9K | 0.53% | +1,316+38.0% | Added |
| Reaves W H & Co Inc | 4,800 | $924.0K | 0.03% | 00.0% | Unchanged |
| Riverwater Partners LLC | 4,800 | $924.1K | 0.73% | −342−6.7% | Reduced |
| North Point Portfolio Managers Corp | 4,811 | $926.2K | 0.17% | +258+5.7% | Added |
| Gleason Group, Inc. | 4,813 | $926.6K | 0.21% | −574−10.7% | Reduced |
| Tillman Hartley LLC | 4,813 | $926.6K | 0.34% | +100+2.1% | Added |
| Plum Street Advisors, LLC | 4,851 | $933.9K | 0.62% | +4,851 | New |
| LPWM LLC | 5,184 | $939.3K | 0.37% | +533+11.5% | Added |
| Alpha Financial Partners, LLC | 4,901 | $943.5K | 0.93% | +208+4.4% | Added |
| Fox Run Management, L.L.C. | 4,904 | $944.2K | 0.24% | +4,904 | New |
| Geneva Partners, LLC | 4,906 | $944.5K | 0.52% | +1,994+68.5% | Added |
| Smart Money Group LLC | 4,909 | $945.2K | 0.41% | +804+19.6% | Added |
| Great Oak Capital Partners, LLC | 4,920 | $947.3K | 0.51% | +4,920 | New |
| Madden Advisory Services, Inc. | 4,928 | $948.8K | 0.53% | −1,246−20.2% | Reduced |
| Defender Capital, LLC. | 4,950 | $953.1K | 0.33% | −129−2.5% | Reduced |
| Signature Resources Capital Management, LLC | 4,968 | $956.5K | 0.87% | +4,968 | New |
| Lane Generational LLC | 4,987 | $960.1K | 1.19% | 00.0% | Unchanged |
| Raub Brock Capital Management LP | 4,998 | $962.2K | 0.20% | −961−16.1% | Reduced |
| Elite Life Management LLC | 5,000 | $962.6K | 5.76% | +5,000 | New |
| TPG Financial Advisors, LLC | 5,199 | $964.7K | 0.49% | +902+21.0% | Added |
| Sherbrooke Park Advisers LLC | 5,020 | $966.5K | 0.45% | −7,533−60.0% | Reduced |
| Beacon Wealthcare LLC | 5,020 | $966.5K | 0.46% | −2,500−33.2% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 7,446 | $967.5K | 0.15% | +1,732+30.3% | Added |
| Acute Investment Advisory, LLC | 5,025 | $967.5K | 0.57% | +810+19.2% | Added |
| Keener Financial Planning LLC | 5,028 | $968.0K | 0.75% | +5,028 | New |
| Petra Financial Advisors Inc | 5,043 | $970.9K | 0.81% | −1,001−16.6% | Reduced |
| Stordahl Capital Management, Inc. | 5,056 | $973.4K | 0.26% | +7+0.1% | Added |
| Poplar Forest Capital LLC | 5,067 | $975.5K | 0.14% | −800−13.6% | Reduced |
| Syverson Strege & Co | 5,077 | $977.5K | 0.38% | +97+1.9% | Added |
| MBE Wealth Management, LLC | 5,079 | $977.8K | 0.50% | +48+1.0% | Added |
| Gimbal Financial | 5,092 | $980.3K | 0.98% | +5,092 | New |
| HFG Advisors, Inc. | 5,093 | $980.6K | 0.94% | 00.0% | Unchanged |
| AnglePoint Asset Management Ltd | 5,100 | $981.9K | 1.24% | +5,100 | New |
| Atlas Wealth Partners, LLC | 5,119 | $985.0K | 5.44% | −700−12.0% | Reduced |
| Jentner Corp | 5,121 | $985.9K | 0.38% | +20.0% | Added |
| Covestor Ltd | 5,122 | $987.0K | 0.68% | +201+4.1% | Added |
| Neo Ivy Capital Management | 5,139 | $989.0K | 2.21% | −13,081−71.8% | Reduced |
| Bellwether Advisors, LLC | 5,149 | $991.3K | 0.24% | +25+0.5% | Added |
| Portland Investment Counsel Inc. | 5,179 | $997.0K | 0.36% | −132−2.5% | Reduced |
| TrueWealth Financial Partners | 5,210 | $1.00M | 0.76% | 00.0% | Unchanged |
| Cassia Capital Partners, LLC | 5,211 | $1.00M | 0.83% | +20.0% | Added |
| Total Wealth Planning, LLC | 5,217 | $1.00M | 0.18% | −291−5.3% | Reduced |
| Iams Wealth Management, LLC | 5,253 | $1.01M | 0.65% | +150+2.9% | Added |
| Capital Wealth Management, LLC | 5,267 | $1.01M | 0.52% | +17+0.3% | Added |
| LWS Wealth Advisors, Inc. | 5,279 | $1.02M | 0.38% | −295−5.3% | Reduced |
| Stone House Investment Management, LLC | 5,288 | $1.02M | 0.35% | −250−4.5% | Reduced |
| Vista Finance, LLC | 5,289 | $1.02M | 2.18% | +33+0.6% | Added |
| Sharkey, Howes & Javer | 5,289 | $1.02M | 0.18% | −195−3.6% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 5,292 | $1.02M | 0.61% | +100+1.9% | Added |
| Evolution Advisers, Inc. | 5,490 | $1.02M | 0.65% | +3,250+145.1% | Added |
| Silver Coast Investments LLC | 5,309 | $1.02M | 0.46% | +5,309 | New |
| Fort, L.P. | 5,315 | $1.02M | 2.53% | −610−10.3% | Reduced |
| Fairman Group, LLC | 5,323 | $1.02M | 0.98% | +5,323 | New |
| Parker Financial LLC | 5,324 | $1.03M | 0.64% | +337+6.8% | Added |
| Guidance Capital, Inc | 5,524 | $1.03M | 0.41% | +14+0.3% | Added |
| Chico Wealth RIA | 5,335 | $1.03M | 1.07% | +10.0% | Added |
| Red Tortoise LLC | 5,349 | $1.03M | 0.58% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 5,352 | $1.03M | 0.40% | −100−1.8% | Reduced |
| Hummer Financial Advisory Services Inc | 5,368 | $1.03M | 0.95% | 00.0% | Unchanged |
| Seaside Wealth Management, Inc. | 5,368 | $1.03M | 0.47% | +40+0.8% | Added |