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 |
|---|---|---|---|---|---|
| Asset Allocation Strategies LLC | 6,712 | $1.29M | 0.50% | +20.0% | Added |
| Solano Wealth Management, Inc. | 6,720 | $1.29M | 0.78% | +1,144+20.5% | Added |
| Reitz Capital Advisors LLC | 6,723 | $1.29M | 2.31% | −245−3.5% | Reduced |
| MBB Public Markets I LLC | 6,735 | $1.30M | 0.08% | 00.0% | Unchanged |
| Prepared Retirement Institute LLC | 6,736 | $1.30M | 0.97% | +6,736 | New |
| Morris Financial Concepts, Inc. | 6,746 | $1.30M | 0.74% | +162+2.5% | Added |
| Rocky Mountain Advisers, LLC | 6,758 | $1.30M | 0.45% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 6,771 | $1.30M | 0.77% | +1,628+31.7% | Added |
| Eagle Bluffs Wealth Management LLC | 6,775 | $1.30M | 0.89% | 00.0% | Unchanged |
| Cedar Point Capital Partners, LLC | 6,781 | $1.31M | 1.08% | +6,781 | New |
| Wheelhouse Advisory Group LLC | 6,781 | $1.31M | 1.14% | +6,781 | New |
| Sonoma Private Wealth LLC | 6,814 | $1.31M | 2.17% | −125−1.8% | Reduced |
| AMJ Financial Wealth Management | 6,819 | $1.31M | 0.55% | −124−1.8% | Reduced |
| Krane Funds Advisors LLC | 6,821 | $1.31M | 0.05% | −4,961−42.1% | Reduced |
| Stewardship Advisors, LLC | 6,830 | $1.31M | 0.47% | +272+4.1% | Added |
| D. Scott Neal, Inc. | 6,837 | $1.32M | 1.17% | −48−0.7% | Reduced |
| Sageworth Trust Co | 6,839 | $1.32M | 0.09% | 00.0% | Unchanged |
| Donald L. Hagan, LLC | 6,842 | $1.32M | 0.73% | +12+0.2% | Added |
| Lesa Sroufe & Co | 6,847 | $1.32M | 1.34% | −90−1.3% | Reduced |
| Brand Asset Management Group, Inc. | 6,854 | $1.32M | 0.60% | +626+10.1% | Added |
| Presilium Private Wealth, LLC | 6,863 | $1.32M | 0.38% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 6,889 | $1.33M | 0.31% | −55−0.8% | Reduced |
| Pitti Group Wealth Management, LLC | 6,928 | $1.33M | 1.45% | −1,240−15.2% | Reduced |
| Revisor Wealth Management LLC | 6,969 | $1.34M | 1.54% | −3,359−32.5% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 6,985 | $1.34M | 0.18% | +226+3.3% | Added |
| Forte Asset Management LLC | 6,991 | $1.35M | 0.92% | 00.0% | Unchanged |
| Prevail Innovative Wealth Advisors, LLC | 6,994 | $1.35M | 0.64% | −5,206−42.7% | Reduced |
| Lockerman Financial Group, Inc. | 7,002 | $1.35M | 3.12% | +47+0.7% | Added |
| Heck Capital Advisors, LLC | 7,015 | $1.35M | 0.22% | −624−8.2% | Reduced |
| Game Creek Capital, LP | 7,025 | $1.35M | 0.78% | −875−11.1% | Reduced |
| Norwood Financial Corp | 7,045 | $1.36M | 2.06% | −220−3.0% | Reduced |
| Fortis Advisors, LLC | 7,047 | $1.36M | 0.97% | 00.0% | Unchanged |
| XTX Topco Ltd | 7,055 | $1.36M | 0.30% | +7,055 | New |
| PFG Private Wealth Management, LLC | 7,058 | $1.36M | 0.91% | +1,234+21.2% | Added |
| Albert D Mason Inc | 7,061 | $1.36M | 0.90% | −9−0.1% | Reduced |
| Cypress Point Wealth Management, LLC | 7,076 | $1.36M | 1.01% | −141−2.0% | Reduced |
| GoalVest Advisory LLC | 7,078 | $1.36M | 0.60% | +494+7.5% | Added |
| Stone Run Capital, LLC | 7,080 | $1.36M | 0.58% | −1,653−18.9% | Reduced |
| Michael S. Ryan, Inc. | 7,085 | $1.36M | 1.13% | −25−0.4% | Reduced |
| Leading Edge Financial Planning LLC | 7,109 | $1.37M | 0.71% | +62+0.9% | Added |
| Kanen Wealth Management LLC | 7,110 | $1.37M | 0.96% | 00.0% | Unchanged |
| Coho Partners, Ltd. | 7,118 | $1.37M | 0.03% | 00.0% | Unchanged |
| Continental Investors Services, Inc. | 7,131 | $1.37M | 3.57% | +10.0% | Added |
| Earnest Partners LLC | 7,143 | $1.38M | 0.01% | 00.0% | Unchanged |
| RHS Financial, LLC | 7,155 | $1.38M | 0.87% | −1,401−16.4% | Reduced |
| Tilson Financial Group, Inc. | 7,201 | $1.39M | 0.89% | +44+0.6% | Added |
| TCM Advisors, LLC | – | $1.39M | 1.13% | – | – |
| Disciplined Equity Management, Inc. | 7,210 | $1.39M | 0.95% | +6,474+879.6% | Added |
| Guidance Point Advisors, LLC | 7,234 | $1.39M | 0.52% | +503+7.5% | Added |
| Sanchez Wealth Management Group | 7,237 | $1.39M | 0.51% | −175−2.4% | Reduced |
| Biltmore Wealth Management, LLC | 7,266 | $1.40M | 0.67% | +7+0.1% | Added |
| Ballew Advisors, Inc | 7,651 | $1.40M | 1.06% | +30.0% | Added |
| Northeast Financial Group, Inc. | 7,308 | $1.41M | 0.69% | +2,305+46.1% | Added |
| Marshall Financial Group Inc | 7,311 | $1.41M | 0.50% | +349+5.0% | Added |
| Charles Schwab Investment Advisory, Inc. | 7,356 | $1.42M | 0.00% | −155−2.1% | Reduced |
| Financial Sense Advisors, Inc. | 7,364 | $1.42M | 0.53% | +194+2.7% | Added |
| Bayshore Asset Management, LLC | 7,377 | $1.42M | 0.75% | −93−1.2% | Reduced |
| Shelton Wealth Management, LLC | 7,383 | $1.42M | 1.01% | −80−1.1% | Reduced |
| Stegent Equity Advisors, Inc. | 7,392 | $1.42M | 1.68% | −52−0.7% | Reduced |
| Brown Wealth Management, LLC | 7,401 | $1.42M | 0.63% | +20.0% | Added |
| Altus Wealth Management, LLC | 7,405 | $1.43M | 0.85% | +162+2.2% | Added |
| Axiom Advisory, LLC | 7,407 | $1.43M | 1.15% | −327−4.2% | Reduced |
| Enzi Wealth | 7,714 | $1.43M | 0.69% | −1,360−15.0% | Reduced |
| Corton Capital Inc. | 7,433 | $1.43M | 0.46% | +1,025+16.0% | Added |
| Afg Fiduciary Services Limited Partnership | 7,716 | $1.43M | 1.16% | −344−4.3% | Reduced |
| SFM, LLC | 7,447 | $1.43M | 1.18% | +7,447 | New |
| Milestone Asset Management, LLC | 7,460 | $1.44M | 0.47% | +387+5.5% | Added |
| Hubbell Strickland Wealth Management, LLC | 7,486 | $1.44M | 0.79% | −516−6.4% | Reduced |
| AllGen Financial Advisors, Inc. | 7,489 | $1.44M | 0.75% | −174−2.3% | Reduced |
| Omega Financial Group, LLC | 7,509 | $1.45M | 0.62% | −56−0.7% | Reduced |
| Alliance Wealth Advisors, LLC | 7,523 | $1.45M | 0.49% | +152+2.1% | Added |
| Cipher Capital LP | 7,534 | $1.45M | 0.47% | −13,452−64.1% | Reduced |
| Triumph Capital Management | 7,555 | $1.45M | 0.62% | −4,100−35.2% | Reduced |
| Wealth Management Resources, Inc. | 7,557 | $1.46M | 0.68% | +807+12.0% | Added |
| McNamara Financial Services, Inc. | 7,558 | $1.46M | 0.33% | −110−1.4% | Reduced |
| Mason Investment Advisory Services, Inc. | 7,564 | $1.46M | 0.11% | +228+3.1% | Added |
| Adalta Capital Management LLC | 7,565 | $1.46M | 0.88% | 00.0% | Unchanged |
| Aufman Associates Inc | 7,578 | $1.46M | 1.10% | −70−0.9% | Reduced |
| Copperleaf Capital, LLC | 7,582 | $1.46M | 1.49% | −27−0.4% | Reduced |
| Cedar Wealth Management, LLC | 7,586 | $1.46M | 0.53% | +38+0.5% | Added |
| White Wing Wealth Management | 7,888 | $1.46M | 1.35% | +7,888 | New |
| Gibson Capital, LLC | 7,604 | $1.46M | 0.34% | +4,237+125.8% | Added |
| Pingora Partners LLC | 7,618 | $1.47M | 1.30% | +7,618 | New |
| Ascension Capital Advisors, Inc. | 7,644 | $1.47M | 0.95% | −3,122−29.0% | Reduced |
| Panoramic Investment Advisors, LLC | 7,681 | $1.48M | 1.28% | +167+2.2% | Added |
| Partners in Financial Planning | 7,686 | $1.48M | 0.35% | −647−7.8% | Reduced |
| Philip James Wealth Mangement, LLC | 7,686 | $1.48M | 1.15% | +7,686 | New |
| Strategic Point Investment Advisors, LLC | 7,688 | $1.48M | 0.29% | −155−2.0% | Reduced |
| Penney Financial, LLC | 7,723 | $1.49M | 1.23% | +7,723 | New |
| FSA Advisors, Inc. | 7,727 | $1.49M | 1.84% | +7,727 | New |
| New England Capital Financial Advisors LLC | 7,767 | $1.50M | 0.90% | +6+0.1% | Added |
| Prentiss Smith & Co Inc | 7,794 | $1.50M | 1.12% | −60−0.8% | Reduced |
| Probity Advisors, Inc. | 7,795 | $1.50M | 0.33% | −1,106−12.4% | Reduced |
| Caz Investments LP | 7,800 | $1.50M | 3.76% | 00.0% | Unchanged |
| Lowery Thomas, LLC | 7,814 | $1.50M | 1.29% | −148−1.9% | Reduced |
| RMR Capital Management, LLC | 7,832 | $1.51M | 1.73% | +7,832 | New |
| RiverGlades Family Offices LLC | 8,061 | $1.51M | 1.22% | −160−1.9% | Reduced |
| Acorns Advisers, LLC | 7,845 | $1.51M | 0.02% | +3,246+70.6% | Added |
| Voisard Asset Management Group, Inc. | 7,850 | $1.51M | 0.91% | +7,850 | New |
| Insight Wealth Partners, LLC | 7,894 | $1.52M | 1.15% | +925+13.3% | Added |