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 |
|---|---|---|---|---|---|
| Meredith Wealth Planning | 9,201 | $1.77M | 1.10% | +40.0% | Added |
| Horizon Family Wealth, Inc. | 9,202 | $1.77M | 1.49% | +57+0.6% | Added |
| Commonwealth Retirement Investments LLC | 9,211 | $1.77M | 0.94% | +1,696+22.6% | Added |
| Costello Asset Management, INC | 9,217 | $1.77M | 1.47% | 00.0% | Unchanged |
| Granite FO LLC | 9,219 | $1.77M | 1.19% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 9,252 | $1.78M | 1.26% | −2,605−22.0% | Reduced |
| EnRich Financial Partners LLC | 9,255 | $1.78M | 0.74% | +9,255 | New |
| Dravo Bay LLC | 9,255 | $1.78M | 1.20% | −148−1.6% | Reduced |
| Executive Wealth Group LLC | 9,273 | $1.79M | 1.14% | +10.0% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 9,274 | $1.79M | 0.02% | +1,119+13.7% | Added |
| Trevian Wealth Management LLC | 9,288 | $1.79M | 1.39% | +550+6.3% | Added |
| Profit Investment Management, LLC | 9,287 | $1.79M | 1.02% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 9,337 | $1.80M | 1.20% | +9,337 | New |
| Meridian Financial, LLC | 9,372 | $1.80M | 1.42% | +390+4.3% | Added |
| Napa Wealth Management | 9,385 | $1.81M | 0.98% | +9,385 | New |
| Sar Wealth Management Group, LLC | 9,389 | $1.81M | 1.82% | +9,389 | New |
| Castleview Partners, LLC | 9,390 | $1.81M | 1.27% | +2,363+33.6% | Added |
| Virginia Wealth Management Group, Inc. | 9,411 | $1.81M | 1.58% | −6,967−42.5% | Reduced |
| Wealthstar Advisors, LLC | 9,411 | $1.81M | 0.67% | +20.0% | Added |
| Epic Trust Investment Advisors, LLC | 9,433 | $1.82M | 2.43% | −347−3.5% | Reduced |
| Authentikos Wealth Advisory, LLC | 9,442 | $1.82M | 1.93% | −1,007−9.6% | Reduced |
| Bruce G. Allen Investments, LLC | 9,447 | $1.82M | 1.66% | +9,447 | New |
| Landmark Wealth Management, LLC | 9,446 | $1.82M | 0.90% | +89+1.0% | Added |
| Lifestyle Asset Management, Inc. | 9,472 | $1.82M | 1.01% | +103+1.1% | Added |
| Spectrum Investment Advisors, Inc. | 9,474 | $1.82M | 1.45% | +9,474 | New |
| Oak Thistle LLC | 9,511 | $1.83M | 0.53% | +5,362+129.2% | Added |
| Horizon Kinetics Asset Management LLC | 9,517 | $1.83M | 0.04% | −565−5.6% | Reduced |
| Phocas Financial Corp. | 9,521 | $1.83M | 0.24% | −18,782−66.4% | Reduced |
| Threadgill Financial, LLC | 9,533 | $1.84M | 1.22% | +2,479+35.1% | Added |
| Vawter Financial, Ltd. | 9,583 | $1.85M | 1.44% | −587−5.8% | Reduced |
| Access Financial Services, Inc. | 9,608 | $1.85M | 0.95% | 00.0% | Unchanged |
| Miller Investment Management, LP | 9,644 | $1.86M | 0.26% | 00.0% | Unchanged |
| Marex Group plc | 9,646 | $1.86M | 0.07% | +9,646 | New |
| Mainstay Capital Management LLC | 9,693 | $1.87M | 0.35% | −2,244−18.8% | Reduced |
| Brightwater Advisory LLC | 9,703 | $1.87M | 1.58% | +9,703 | New |
| Baron Financial Group, LLC | 9,725 | $1.87M | 1.19% | +30.0% | Added |
| Dopkins Wealth Management, LLC | 9,740 | $1.88M | 1.46% | −3,219−24.8% | Reduced |
| 1620 Investment Advisors, Inc. | 9,764 | $1.88M | 2.07% | −545−5.3% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 9,770 | $1.88M | 1.35% | +1,178+13.7% | Added |
| Park Edge Advisors, LLC | 9,791 | $1.88M | 0.65% | −1,827−15.7% | Reduced |
| Three Seasons Wealth, LLC | 9,796 | $1.89M | 1.66% | −463−4.5% | Reduced |
| Divergent Planning, LLC | 10,173 | $1.89M | 0.91% | −192−1.9% | Reduced |
| Stelac Advisory Services LLC | 9,814 | $1.89M | 1.02% | −2,586−20.9% | Reduced |
| 360 Financial, Inc. | 9,817 | $1.89M | 0.83% | −544−5.3% | Reduced |
| Insight 2811, Inc. | 9,824 | $1.89M | 1.03% | −83−0.8% | Reduced |
| Weinberger Asset Management, Inc | 9,828 | $1.89M | 0.97% | +266+2.8% | Added |
| Cohen Capital Management, Inc. | 9,837 | $1.89M | 0.36% | 00.0% | Unchanged |
| Newton One Investments LLC | 9,840 | $1.89M | 0.87% | −2,227−18.5% | Reduced |
| Hudson Portfolio Management LLC | 9,863 | $1.90M | 2.06% | −452−4.4% | Reduced |
| Cedar Mountain Advisors, LLC | 9,863 | $1.90M | 0.51% | +16+0.2% | Added |
| Orgel Wealth Management, LLC | 9,877 | $1.90M | 0.06% | +349+3.7% | Added |
| Axq Capital, LP | 9,900 | $1.91M | 0.51% | +7,600+330.4% | Added |
| RTD Financial Advisors, Inc. | 9,919 | $1.91M | 0.27% | −2,062−17.2% | Reduced |
| Hill Island Financial LLC | 9,920 | $1.91M | 0.65% | +1,978+24.9% | Added |
| Eagle Wealth Strategies LLC | 9,924 | $1.91M | 1.15% | +9,924 | New |
| Kure Advisory, LLC | 9,933 | $1.91M | 0.99% | +183+1.9% | Added |
| Summa Corp. | 9,938 | $1.91M | 1.34% | +9,938 | New |
| Seed Wealth Management, Inc. | 10,309 | $1.91M | 1.93% | 00.0% | Unchanged |
| LifePro Asset Management | 9,943 | $1.91M | 1.48% | +3,149+46.3% | Added |
| Harbor Group, Inc. | 9,948 | $1.92M | 0.55% | −451−4.3% | Reduced |
| Disciplined Investments, LLC | 9,968 | $1.92M | 1.12% | −698−6.5% | Reduced |
| Sinecera Capital, LLC | 9,977 | $1.92M | 2.28% | +1,026+11.5% | Added |
| Compass Wealth Management LLC | 9,982 | $1.92M | 0.54% | −8−0.1% | Reduced |
| Empirical Asset Management, LLC | 9,997 | $1.92M | 1.57% | +2,154+27.5% | Added |
| Mustard Seed Financial, LLC | 9,999 | $1.93M | 2.17% | +9,999 | New |
| Smart Portfolios, LLC | 10,291 | $1.93M | 2.26% | +10,291 | New |
| FC Advisory LLC | 10,024 | $1.93M | 0.75% | +230+2.3% | Added |
| Clifford Group, LLC | 10,039 | $1.93M | 1.79% | −9−0.1% | Reduced |
| Waypoint Wealth Partners Inc. | 10,090 | $1.94M | 0.60% | +3,852+61.8% | Added |
| Hill Investment Group Partners, LLC | 10,125 | $1.95M | 0.29% | +1,158+12.9% | Added |
| Wealthcare Capital Management LLC | 10,152 | $1.95M | 0.22% | +2,368+30.4% | Added |
| Rosenblum Silverman Sutton S F Inc | 10,157 | $1.96M | 0.62% | −260−2.5% | Reduced |
| National Wealth Management Group, LLC | 10,166 | $1.96M | 1.89% | +3,321+48.5% | Added |
| Muirfield Wealth Advisors LLC | 10,168 | $1.96M | 2.07% | +10,168 | New |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 10,181 | $1.96M | 0.09% | −4,168−29.0% | Reduced |
| Advanced Research Investment Solutions, LLC | 10,188 | $1.96M | 1.23% | +510+5.3% | Added |
| Global Wealth Strategies & Associates | 10,195 | $1.96M | 0.82% | +883+9.5% | Added |
| Echo45 Advisors LLC | 10,237 | $1.97M | 1.52% | +193+1.9% | Added |
| GR Financial Group, LLC | 10,247 | $1.97M | 0.70% | −58−0.6% | Reduced |
| ETF Portfolio Partners, Inc. | 10,260 | $1.98M | 0.66% | 00.0% | Unchanged |
| BKA Wealth Consulting, Inc. | 10,260 | $1.98M | 2.87% | +293+2.9% | Added |
| MorganRosel Wealth Management, LLC | 10,279 | $1.98M | 0.77% | −117−1.1% | Reduced |
| Carl Stuart Investment Advisor, Inc | 10,287 | $1.98M | 1.35% | +9+0.1% | Added |
| Williams & Novak, LLC | 10,289 | $1.98M | 2.25% | +10,289 | New |
| Tandem Investment Advisors, Inc. | 10,297 | $1.98M | 0.08% | −2,218−17.7% | Reduced |
| Santori & Peters | 10,296 | $1.98M | 0.94% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 10,343 | $1.99M | 1.57% | +10,343 | New |
| Prosperity Planning, Inc. | 10,349 | $1.99M | 0.75% | −98−0.9% | Reduced |
| CCG Wealth Management, LLC | 10,360 | $1.99M | 1.34% | −1,006−8.9% | Reduced |
| Harvest Investment Advisors, LLC | 10,379 | $2.00M | 1.60% | −51−0.5% | Reduced |
| Scholtz & Company, LLC | 10,405 | $2.00M | 0.99% | +10,405 | New |
| Trilogy Capital Inc. | 10,410 | $2.00M | 0.12% | +420+4.2% | Added |
| Lauterbach Financial Advisors, LLC | 10,417 | $2.01M | 1.40% | −107−1.0% | Reduced |
| Avenue 1 Advisors, LLC | 10,441 | $2.01M | 0.90% | −72−0.7% | Reduced |
| Conrad Siegel Investment Advisors, Inc. | 10,457 | $2.01M | 0.92% | +527+5.3% | Added |
| Defined Wealth Management, LLC | 10,479 | $2.02M | 1.54% | +105+1.0% | Added |
| GW&K Investment Management, LLC | 10,479 | $2.02M | 0.02% | +609+6.2% | Added |
| American Planning Services, Inc. | 10,487 | $2.02M | 1.55% | +626+6.3% | Added |
| Burr Financial Services, LLC | 10,590 | $2.02M | 1.55% | +10,590 | New |
| DHJJ Financial Advisors, Ltd. | 10,545 | $2.03M | 0.95% | +275+2.7% | Added |