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 |
|---|---|---|---|---|---|
| Guardian Wealth Management, Inc. | 5,375 | $1.03M | 0.87% | −437−7.5% | Reduced |
| CM Wealth Advisors LLC | 5,391 | $1.04M | 0.45% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 5,391 | $1.04M | 2.09% | +5,391 | New |
| Truefg, LLC | 5,392 | $1.04M | 0.41% | −336−5.9% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 5,405 | $1.04M | 0.23% | +364+7.2% | Added |
| Priebe Wealth Holdings LLC | 5,407 | $1.04M | 0.85% | +5,407 | New |
| Beacon Financial Planning, Inc | 5,410 | $1.04M | 0.82% | +4+0.1% | Added |
| Tacita Capital Inc | 5,422 | $1.04M | 0.77% | −275−4.8% | Reduced |
| Socha Financial Group, LLC | 5,424 | $1.04M | 0.50% | +3+0.1% | Added |
| Prism Advisors, Inc. | 5,450 | $1.05M | 0.34% | +785+16.8% | Added |
| Simplicity Wealth,LLC | 5,497 | $1.06M | 0.41% | +3,095+128.9% | Added |
| Durante & Waters, LLC | 5,500 | $1.06M | 1.02% | +5,500 | New |
| Treasure Coast Financial Planning | 5,516 | $1.06M | 0.74% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 5,521 | $1.06M | 0.40% | 00.0% | Unchanged |
| Sharp Financial Services, LLC | 5,528 | $1.06M | 1.15% | +5,528 | New |
| Ninepoint Partners LP | 5,553 | $1.07M | 0.15% | +905+19.5% | Added |
| Columbia Advisory Partners LLC | 5,590 | $1.08M | 1.11% | −815−12.7% | Reduced |
| Gold Investment Management Ltd. | 5,600 | $1.08M | 0.46% | +5,600 | New |
| Flagship Private Wealth, LLC | 5,613 | $1.08M | 0.83% | +3+0.1% | Added |
| Ted Buchan & Co | 5,619 | $1.08M | 0.79% | +759+15.6% | Added |
| JMG Financial Group, Ltd. | 5,650 | $1.09M | 0.05% | +920+19.5% | Added |
| Louisbourg Investments Inc. | 6,860 | $1.09M | 0.33% | +6,860 | New |
| Highland Financial Advisors, LLC | 5,657 | $1.09M | 0.47% | −295−5.0% | Reduced |
| Endowment Wealth Management, Inc. | 5,681 | $1.09M | 0.91% | −805−12.4% | Reduced |
| CMC Financial Group | 5,891 | $1.10M | 1.46% | −1,502−20.3% | Reduced |
| RFG Holdings, Inc. | 5,692 | $1.10M | 0.56% | +185+3.4% | Added |
| DBK Financial Counsel, LLC | 5,709 | $1.10M | 1.26% | +4+0.1% | Added |
| Conestoga Capital Advisors, LLC | 5,710 | $1.10M | 0.02% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 5,740 | $1.11M | 0.70% | −29−0.5% | Reduced |
| Compton Financial Group, LLC | 5,746 | $1.11M | 0.39% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 5,762 | $1.11M | 1.11% | −134−2.3% | Reduced |
| Sonen Capital LLC | 5,767 | $1.11M | 2.11% | 00.0% | Unchanged |
| Silver Oak Advisory Group, Inc. | 5,769 | $1.11M | 0.65% | −355−5.8% | Reduced |
| BTG Pactual Global Asset Management Ltd | 5,775 | $1.11M | 0.66% | −651−10.1% | Reduced |
| Covey Capital Advisors, LLC | 5,782 | $1.11M | 1.41% | 00.0% | Unchanged |
| Lutz Financial Services LLC | 5,789 | $1.11M | 0.10% | −546−8.6% | Reduced |
| Maripau Wealth Management LLC | 5,792 | $1.12M | 0.97% | −3,629−38.5% | Reduced |
| Cannon Financial Strategists, Inc. | 5,794 | $1.12M | 0.24% | +18+0.3% | Added |
| Essex Private Wealth Management, LLC | 5,819 | $1.12M | 3.50% | −292−4.8% | Reduced |
| Capital CS Group, LLC | 5,833 | $1.12M | 1.24% | −209−3.5% | Reduced |
| Mokosak Advisory Group, LLC | 5,833 | $1.12M | 0.40% | +36+0.6% | Added |
| Cobblestone Asset Management LLC | 5,835 | $1.12M | 0.83% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 5,842 | $1.12M | 1.09% | +5,842 | New |
| First International Bank & Trust | 5,847 | $1.13M | 0.44% | +121+2.1% | Added |
| WealthCollab, LLC | 5,861 | $1.13M | 0.88% | +5,861 | New |
| Stephen J. Garry & Associates, LLC | 5,890 | $1.13M | 1.26% | +5,890 | New |
| ArrowMark Colorado Holdings LLC | 5,892 | $1.13M | 0.01% | 00.0% | Unchanged |
| Ehrlich Financial Group | 5,904 | $1.14M | 1.14% | +5,904 | New |
| Horizon Bancorp Inc | 5,904 | $1.14M | 0.56% | +9+0.2% | Added |
| Del-Sette Capital Management, LLC | 5,950 | $1.15M | 1.01% | −20.0% | Reduced |
| Regal Wealth Group, Inc. | 6,333 | $1.15M | 0.71% | −548−8.0% | Reduced |
| Mork Capital Management, LLC | 6,000 | $1.16M | 0.71% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 6,005 | $1.16M | 0.47% | −686−10.3% | Reduced |
| Ackerman Capital Advisors, LLC | 6,010 | $1.16M | 0.32% | +258+4.5% | Added |
| Monumental Financial Group Inc. | 6,013 | $1.16M | 0.69% | −138−2.2% | Reduced |
| JFG Wealth Management, LLC | 6,015 | $1.16M | 0.33% | +3,511+140.2% | Added |
| Semanteon Capital Management, LP | 6,038 | $1.16M | 0.79% | +6,038 | New |
| Hyperion Capital Advisors LP | 6,047 | $1.16M | 0.63% | 00.0% | Unchanged |
| Trinity Wealth Management, LLC | 6,054 | $1.17M | 0.70% | −264−4.2% | Reduced |
| ACT Advisors, LLC. | 6,056 | $1.17M | 0.66% | +193+3.3% | Added |
| American Financial & Tax Strategies Inc | 6,074 | $1.17M | 0.67% | +6,074 | New |
| Flagstone Financial Management | 6,092 | $1.17M | 0.48% | +56+0.9% | Added |
| Greenfield Seitz Capital Management, LLC | 6,110 | $1.18M | 0.47% | +6,110 | New |
| Asset Planning Corporation | 6,135 | $1.18M | 0.91% | +59+1.0% | Added |
| Ridgepath Capital Management LLC | 6,136 | $1.18M | 2.27% | +6,136 | New |
| GoalFusion Wealth Management, LLC | 6,182 | $1.19M | 0.81% | +83+1.4% | Added |
| Hiley Hunt Wealth Management | 6,195 | $1.19M | 0.88% | +6,195 | New |
| Schwartz Investment Counsel Inc | 6,200 | $1.19M | 0.05% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 6,205 | $1.19M | 0.27% | −72−1.1% | Reduced |
| Monument Group Wealth Advisors, LLC | 6,216 | $1.20M | 1.02% | +6,216 | New |
| Higgins & Schmidt Wealth Strategies LLC | 6,216 | $1.20M | 0.96% | +6,216 | New |
| Heritage Wealth Management, Inc./Texas | 6,219 | $1.20M | 0.84% | −1,530−19.7% | Reduced |
| Instrumental Wealth, LLC | 6,160 | $1.20M | 1.29% | −173−2.7% | Reduced |
| Websterrogers Financial Advisors, LLC | 6,227 | $1.20M | 0.50% | +950+18.0% | Added |
| Dogwood Wealth Management LLC | 6,253 | $1.20M | 0.94% | +6,253 | New |
| Independent Family Office, LLC | 6,285 | $1.21M | 0.68% | +280+4.7% | Added |
| Greenhouse Wealth Management, LLC | 6,288 | $1.21M | 0.98% | +6+0.1% | Added |
| Aull & Monroe Investment Management Corp | 6,306 | $1.21M | 0.60% | −229−3.5% | Reduced |
| Whalen Wealth Management Inc. | 6,331 | $1.22M | 1.10% | +6,331 | New |
| Cornerstone Advisors Asset Management, LLC | 6,357 | $1.22M | 0.46% | +1,319+26.2% | Added |
| Shore Point Advisors, LLC | 6,374 | $1.23M | 0.76% | −10.0% | Reduced |
| Motiv8 Investments LLC | 6,379 | $1.23M | 1.10% | +6,379 | New |
| Financial & Tax Architects, LLC | 6,387 | $1.23M | 0.36% | −588−8.4% | Reduced |
| FF Advisors,LLC | 6,429 | $1.24M | 1.03% | +6,429 | New |
| Portman Square Capital LLP | 6,475 | $1.25M | 0.22% | −45,287−87.5% | Reduced |
| Kraft, Davis & Associates, LLC | 6,490 | $1.25M | 0.38% | −226−3.4% | Reduced |
| Altiora Financial Group, LLC | 6,506 | $1.25M | 0.36% | +2,144+49.2% | Added |
| All Season Financial Advisors, Inc. | 6,507 | $1.25M | 1.06% | −203−3.0% | Reduced |
| Rodgers & Associates, LTD | 6,536 | $1.26M | 0.17% | +121+1.9% | Added |
| Arlington Capital Management, Inc. | 6,553 | $1.26M | 1.15% | +24+0.4% | Added |
| Cypress Financial Planning LLC | 6,942 | $1.26M | 1.15% | −544−7.3% | Reduced |
| Clearview Wealth Advisors LLC | 6,567 | $1.26M | 1.47% | +443+7.2% | Added |
| Valley Financial Group, Inc. | 6,569 | $1.26M | 0.99% | +6,569 | New |
| Financial Alternatives, Inc | 6,571 | $1.27M | 1.07% | 00.0% | Unchanged |
| Sykon Capital LLC | 6,580 | $1.27M | 0.51% | −63−0.9% | Reduced |
| Cullen Capital Management LLC | 6,644 | $1.28M | 0.02% | +1,004+17.8% | Added |
| Retirement Financial Solutions, LLC | 6,644 | $1.28M | 0.72% | +741+12.6% | Added |
| Thompson Davis & Co., Inc. | 6,669 | $1.28M | 1.09% | +182+2.8% | Added |
| FirstPurpose Wealth LLC | 6,671 | $1.28M | 0.49% | +1,863+38.7% | Added |
| Delos Wealth Advisors, LLC | 6,707 | $1.29M | 1.91% | +444+7.1% | Added |