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 |
|---|---|---|---|---|---|
| Sage Private Wealth Group, LLC | 7,925 | $1.53M | 1.36% | +951+13.6% | Added |
| C M Bidwell & Associates Ltd | 7,941 | $1.53M | 1.13% | −571−6.7% | Reduced |
| Sippican Capital Advisors | 7,950 | $1.53M | 1.20% | +385+5.1% | Added |
| PYA Waltman Capital, LLC | 7,972 | $1.53M | 0.64% | −15−0.2% | Reduced |
| Keeler & Nadler Financial Planning & Wealth Management | 7,989 | $1.54M | 1.11% | +7,989 | New |
| McNaughton Wealth Management, LLC | 7,993 | $1.54M | 0.91% | +2,218+38.4% | Added |
| Jackson Creek Investment Advisors LLC | 8,000 | $1.54M | 0.59% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 8,000 | $1.54M | 0.00% | 00.0% | Unchanged |
| LifePlan Investment Advisors, Inc. | 8,006 | $1.54M | 1.41% | +527+7.0% | Added |
| Holland Advisory Services, Inc. | 8,026 | $1.55M | 1.77% | +749+10.3% | Added |
| Intrepid Capital Management Inc | 8,051 | $1.55M | 1.06% | −763−8.7% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 8,066 | $1.55M | 1.04% | −300−3.6% | Reduced |
| Sciencast Management LP | 8,068 | $1.55M | 0.85% | +2,701+50.3% | Added |
| Leicht Financial Planning & Wealth Management, Inc. | 8,089 | $1.56M | 0.89% | −17−0.2% | Reduced |
| FFT Wealth Management LLC | 8,091 | $1.56M | 0.13% | +3,933+94.6% | Added |
| Motive Wealth Advisors | 8,109 | $1.56M | 1.80% | −2,309−22.2% | Reduced |
| NDVR, Inc. | 8,111 | $1.56M | 1.87% | +8,111 | New |
| LGT Financial Advisors LLC | 8,116 | $1.56M | 1.91% | −983−10.8% | Reduced |
| Braun-Bostich & Associates Inc. | 8,121 | $1.56M | 1.41% | +5,336+191.6% | Added |
| Rempart Asset Management Inc. | 8,145 | $1.57M | 0.32% | 00.0% | Unchanged |
| Innova Wealth Partners | 8,148 | $1.57M | 1.35% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 8,152 | $1.57M | 1.19% | +764+10.3% | Added |
| Seneca Financial Advisors LLC | 8,163 | $1.57M | 0.91% | −229−2.7% | Reduced |
| James Hambro & Partners | 8,165 | $1.57M | 0.08% | −2,177−21.1% | Reduced |
| PCG Wealth Advisors, LLC | 8,167 | $1.57M | 0.88% | +197+2.5% | Added |
| Provident Investment Management, Inc. | 8,168 | $1.57M | 0.15% | −542−6.2% | Reduced |
| Golden Road Advisors LLC | 8,182 | $1.58M | 1.51% | +8,182 | New |
| Robinswood Financial LLC | 8,199 | $1.58M | 0.68% | +338+4.3% | Added |
| Emerald Mutual Fund Advisers Trust | 8,207 | $1.58M | 0.08% | +1,165+16.5% | Added |
| Macroview Investment Management LLC | 8,207 | $1.58M | 1.88% | +570+7.5% | Added |
| ARK & TLK Investments, LLC | 8,208 | $1.58M | 0.63% | +8,208 | New |
| Ewa, LLC | 8,510 | $1.58M | 0.77% | +127+1.5% | Added |
| Kooman & Associates | 8,245 | $1.59M | 0.71% | +20.0% | Added |
| Claris Advisors, LLC | 8,245 | $1.59M | 0.88% | −8−0.1% | Reduced |
| Cook Wealth Management Group LLC | 8,167 | $1.59M | 1.01% | −617−7.0% | Reduced |
| Pacifica Capital Investments, LLC | 8,263 | $1.59M | 0.47% | 00.0% | Unchanged |
| Secured Retirement Advisors, LLC | 8,345 | $1.61M | 1.54% | +8,345 | New |
| 17 Capital Partners, LLC | 8,357 | $1.61M | 1.48% | +8,357 | New |
| Marotta Asset Management | 8,361 | $1.61M | 0.35% | −1,096−11.6% | Reduced |
| America First Investment Advisors, LLC | 8,366 | $1.61M | 0.42% | 00.0% | Unchanged |
| Easterly Investment Partners LLC | 8,372 | $1.61M | 0.17% | 00.0% | Unchanged |
| Wick Capital Partners, LLC | 8,398 | $1.62M | 0.68% | −55−0.7% | Reduced |
| ICONIQ Capital, LLC | 8,416 | $1.62M | 0.03% | −189−2.2% | Reduced |
| Wealth Group Ltd | 8,566 | $1.62M | 0.54% | +8,566 | New |
| BIT Capital GmbH | 8,436 | $1.62M | 0.18% | +5,930+236.6% | Added |
| Waterford Advisors, LLC | 8,445 | $1.63M | 0.76% | 00.0% | Unchanged |
| My Purposeful Wealth Corp. | 8,455 | $1.63M | 1.13% | +548+6.9% | Added |
| Operose Advisors LLC | 8,458 | $1.63M | 0.65% | −1,775−17.3% | Reduced |
| Signature Wealth Management Group | 8,459 | $1.63M | 0.75% | +8,459 | New |
| Requisite Capital Management, LLC | 8,461 | $1.63M | 0.41% | −85−1.0% | Reduced |
| Treynor Bancshares, Inc. | 8,476 | $1.63M | 0.95% | +20.0% | Added |
| Cookson Peirce & Co Inc | 8,490 | $1.64M | 0.10% | +195+2.4% | Added |
| High Pines Wealth Management, LLC | 8,506 | $1.64M | 2.50% | +58+0.7% | Added |
| Essential Planning, LLC. | 8,511 | $1.64M | 0.83% | +495+6.2% | Added |
| Armbruster Capital Management, Inc. | 8,541 | $1.64M | 0.37% | −382−4.3% | Reduced |
| Wiser Wealth Management, Inc | 9,073 | $1.65M | 0.60% | +3,901+75.4% | Added |
| David Kennon Inc | 8,574 | $1.65M | 0.74% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 8,530 | $1.65M | 0.20% | +12+0.1% | Added |
| Redwood Financial Network Corp | 8,587 | $1.65M | 1.60% | −579−6.3% | Reduced |
| Auour Investments LLC | 8,489 | $1.66M | 0.65% | −183−2.1% | Reduced |
| Legend Financial Advisors, Inc. | 8,620 | $1.66M | 1.33% | −7−0.1% | Reduced |
| Mma Asset Management LLC | 8,657 | $1.67M | 0.88% | −113−1.3% | Reduced |
| BCM Advisors, LLC | 8,871 | $1.67M | 0.44% | +591+7.1% | Added |
| Cunning Capital Partners, LP | 8,690 | $1.67M | 1.04% | 00.0% | Unchanged |
| Legacy Advisory Services, LLC | 8,702 | $1.68M | 1.77% | +8,702 | New |
| Family Investment Center, Inc. | 8,738 | $1.68M | 0.85% | +614+7.6% | Added |
| Vantage Financial Partners Ltd., Inc. | 8,756 | $1.69M | 0.51% | −3,500−28.6% | Reduced |
| True Wealth Design, LLC | 8,758 | $1.69M | 0.47% | +817+10.3% | Added |
| Awm Capital, LLC | 8,766 | $1.69M | 0.31% | −2,576−22.7% | Reduced |
| Elevate Wealth Advisory, Inc | 8,804 | $1.70M | 1.55% | +8,804 | New |
| TCP Asset Management, LLC | 8,815 | $1.70M | 0.63% | +82+0.9% | Added |
| Horrell Capital Management, Inc. | 8,844 | $1.70M | 0.51% | −100−1.1% | Reduced |
| Yeomans Consulting Group, Inc. | 8,895 | $1.71M | 0.85% | +8,895 | New |
| Stephenson & Company, Inc. | 8,900 | $1.71M | 1.44% | +8,900 | New |
| Valley Forge Investment Consultants Inc Adv | 8,907 | $1.71M | 0.76% | −2,428−21.4% | Reduced |
| Lynx Capital Group Ltd | 8,933 | $1.72M | 1.28% | +8,933 | New |
| HF Advisory Group, LLC | 8,938 | $1.72M | 1.10% | +1,415+18.8% | Added |
| Twelve Points Wealth Management LLC | 8,940 | $1.72M | 0.82% | −1,504−14.4% | Reduced |
| Chiron Capital Management, LLC | 8,949 | $1.72M | 1.50% | 00.0% | Unchanged |
| Oakwell Private Wealth Management, LLC | 8,951 | $1.72M | 0.60% | +177+2.0% | Added |
| Family Wealth Group, LLC | 8,954 | $1.72M | 2.14% | +8,954 | New |
| Millington Financial Advisors, LLC | 8,958 | $1.72M | 1.38% | −103−1.1% | Reduced |
| Saiph Capital, LLC | 8,984 | $1.73M | 0.88% | +107+1.2% | Added |
| Cherrydale Wealth Management, LLC | 9,010 | $1.73M | 0.91% | −12,584−58.3% | Reduced |
| Richelieu Gestion PLC | 9,022 | $1.74M | 1.55% | −1,278−12.4% | Reduced |
| Level Financial Advisors, Inc. | 9,037 | $1.74M | 0.86% | −1,081−10.7% | Reduced |
| PFS Partners, LLC | 9,050 | $1.74M | 1.19% | −371−3.9% | Reduced |
| Cornerstone Wealth Advisors, Inc. | 9,060 | $1.74M | 0.56% | 00.0% | Unchanged |
| LifeGuide Financial Advisors, LLC | 9,070 | $1.75M | 0.92% | +109+1.2% | Added |
| Corsair Capital Management, L.P. | 9,075 | $1.75M | 0.56% | −126−1.4% | Reduced |
| Carmel Capital Partners, LLC | 9,079 | $1.75M | 0.89% | −1,739−16.1% | Reduced |
| Presidio Capital Management, LLC | 9,084 | $1.75M | 1.37% | +221+2.5% | Added |
| Sustainable Insight Capital Management, LLC | 9,101 | $1.75M | 1.43% | −10,000−52.4% | Reduced |
| POM Investment Strategies, LLC | 9,101 | $1.75M | 1.61% | +9,101 | New |
| Arq Wealth Advisors, LLC | 9,120 | $1.76M | 1.04% | +456+5.3% | Added |
| Retirement Investment Advisors, Inc. | 9,126 | $1.76M | 0.25% | −9,144−50.0% | Reduced |
| Lloyd Advisory Services, LLC. | 9,135 | $1.76M | 0.83% | −42,279−82.2% | Reduced |
| Capital Investment Services of America, Inc. | 9,165 | $1.76M | 0.19% | −773−7.8% | Reduced |
| Savvy Advisors, Inc. | 9,165 | $1.76M | 1.71% | +9,165 | New |
| Fidelity D & D Bancorp Inc | 9,183 | $1.77M | 1.37% | +34+0.4% | Added |