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 |
|---|---|---|---|---|---|
| Rockland Trust Co | 259,851 | $50.0M | 2.74% | +2,556+1.0% | Added |
| Locust Wood Capital Advisers, LLC | 259,389 | $49.9M | 2.12% | +24,132+10.3% | Added |
| Wesleyan Assurance Society | 259,200 | $49.9M | 4.94% | 00.0% | Unchanged |
| Alerus Financial NA | 257,124 | $49.5M | 4.04% | −17,954−6.5% | Reduced |
| SOA Wealth Advisors, LLC. | 256,491 | $49.4M | 10.99% | −1,715−0.7% | Reduced |
| Baker Chad R | 255,564 | $49.2M | 11.07% | −10,225−3.8% | Reduced |
| Accredited Investors Inc. | 255,526 | $49.2M | 3.49% | +6,065+2.4% | Added |
| Archon Partners LLC | 255,000 | $49.1M | 6.77% | 00.0% | Unchanged |
| First Nebraska Trust Co | 254,729 | $49.0M | 5.66% | −5,118−2.0% | Reduced |
| Stokes Family Office, LLC | 254,568 | $49.0M | 6.62% | −30,485−10.7% | Reduced |
| Integrated Advisors Network LLC | 254,465 | $49.0M | 2.78% | −198−0.1% | Reduced |
| Avestar Capital, LLC | 252,878 | $48.7M | 6.02% | +17,332+7.4% | Added |
| Gladstone Institutional Advisory LLC | 252,219 | $48.6M | 2.72% | +20,203+8.7% | Added |
| Mengis Capital Management, Inc. | 252,186 | $48.6M | 9.10% | −1,726−0.7% | Reduced |
| Schechter Investment Advisors, LLC | 251,980 | $48.5M | 4.20% | −4,443−1.7% | Reduced |
| Aviance Capital Partners, LLC | 251,977 | $48.5M | 10.39% | +44,054+21.2% | Added |
| Wahed Invest LLC | 251,119 | $48.3M | 13.57% | +16,498+7.0% | Added |
| Leavell Investment Management, Inc. | 250,217 | $48.2M | 3.06% | +1,321+0.5% | Added |
| Clear Street LLC | 250,000 | $48.1M | 2.36% | −700,600−73.7% | Reduced |
| Caldwell Trust Co | 249,838 | $48.1M | 6.07% | −8,877−3.4% | Reduced |
| Kempen Capital Management N.V. | 249,149 | $48.0M | 0.67% | −3,586−1.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 249,100 | $48.0M | 6.60% | −12,100−4.6% | Reduced |
| Newlands Management Operations LLC | 248,975 | $47.9M | 0.44% | 00.0% | Unchanged |
| Biondo Investment Advisors, LLC | 248,670 | $47.9M | 8.14% | −26,455−9.6% | Reduced |
| Zega Financial, LLC | 248,656 | $47.9M | 19.95% | +248,656 | New |
| Cypress Funds LLC | 248,332 | $47.8M | 5.56% | −63,000−20.2% | Reduced |
| Foster & Motley Inc | 247,415 | $47.6M | 3.54% | −6,189−2.4% | Reduced |
| Quadrant Capital Group LLC | 246,717 | $47.5M | 4.08% | +341+0.1% | Added |
| Warren Averett Asset Management, LLC | 245,977 | $47.4M | 1.77% | +5,452+2.3% | Added |
| Webster Bank, N. A. | 245,113 | $47.2M | 5.78% | −548−0.2% | Reduced |
| Amica Mutual Insurance Co | 244,441 | $47.1M | 5.08% | 00.0% | Unchanged |
| Guardian Capital LP | 244,137 | $47.0M | 1.69% | −6,224−2.5% | Reduced |
| Edgewood Management LLC | 244,007 | $47.0M | 0.14% | −2,911−1.2% | Reduced |
| Quest Investment Management LLC | 243,926 | $47.0M | 5.90% | −820−0.3% | Reduced |
| Penserra Capital Management LLC | 243,769 | $46.9M | 0.88% | −853,281−77.8% | Reduced |
| Summit Trail Advisors, LLC | 243,223 | $46.8M | 1.55% | −11,111−4.4% | Reduced |
| Forbes J M & Co LLP | 242,958 | $46.8M | 5.44% | +2,757+1.1% | Added |
| Trexquant Investment LP | 242,298 | $46.6M | 1.05% | +195,040+412.7% | Added |
| Strategic Advisors LLC | 241,570 | $46.5M | 8.80% | −5,604−2.3% | Reduced |
| Atlantic Union Bankshares Corp | 241,223 | $46.4M | 4.30% | −2,290−0.9% | Reduced |
| Pittenger & Anderson Inc | 240,954 | $46.4M | 2.08% | +761+0.3% | Added |
| Harbour Trust & Investment Management Co | 240,932 | $46.4M | 6.54% | +240,932 | New |
| Klingman & Associates, LLC | 240,547 | $46.3M | 3.40% | −6,170−2.5% | Reduced |
| Mather Group, LLC. | 240,281 | $46.3M | 0.73% | +7,340+3.2% | Added |
| Thompson Siegel & Walmsley LLC | 240,223 | $46.3M | 0.75% | −36,666−13.2% | Reduced |
| Belvedere Trading LLC | 239,682 | $46.1M | 3.97% | −170,020−41.5% | Reduced |
| Columbia Asset Management | 239,373 | $46.1M | 9.42% | −5,315−2.2% | Reduced |
| World Equity Group, Inc. | 241,082 | $46.1M | 9.24% | +4,978+2.1% | Added |
| Crawford Investment Counsel Inc | 238,851 | $46.0M | 0.92% | −868−0.4% | Reduced |
| Ocean Capital Management, LLC | 238,421 | $45.9M | 18.57% | −3,553−1.5% | Reduced |
| Meeder Advisory Services, Inc. | 237,968 | $45.8M | 5.25% | +3,191+1.4% | Added |
| Flagship Harbor Advisors, LLC | 237,675 | $45.8M | 3.33% | +14,175+6.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 237,438 | $45.7M | 5.35% | +2,773+1.2% | Added |
| Belmont Capital, LLC | 236,138 | $45.5M | 19.41% | −2,366−1.0% | Reduced |
| Phoenix Holdings Ltd. | 217,964 | $45.4M | 0.75% | +7,170+3.4% | Added |
| Sumitomo Life Insurance Co | 235,404 | $45.3M | 1.41% | +21,584+10.1% | Added |
| Camden Capital, LLC | 235,340 | $45.3M | 4.63% | +32,060+15.8% | Added |
| Vision Capital Management, Inc. | 234,923 | $45.2M | 7.05% | +5,373+2.3% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 234,375 | $45.1M | 8.53% | −5,596−2.3% | Reduced |
| Formuepleje A/S | 233,444 | $44.9M | 3.19% | −35,087−13.1% | Reduced |
| NZS Capital, LLC | 233,378 | $44.9M | 2.37% | −109,349−31.9% | Reduced |
| Bordeaux Wealth Advisors LLC | 233,365 | $44.9M | 15.27% | +3,723+1.6% | Added |
| Cullen Investment Group, Ltd. | 232,904 | $44.8M | 7.85% | +232,904 | New |
| SFMG, LLC | 232,790 | $44.8M | 4.15% | +5,691+2.5% | Added |
| Chicago Partners Investment Group LLC | 229,266 | $44.6M | 2.06% | −1,196−0.5% | Reduced |
| WMS Partners, LLC | 229,870 | $44.3M | 3.26% | −31,421−12.0% | Reduced |
| Heritage Trust Co | 229,529 | $44.2M | 6.22% | −1,164−0.5% | Reduced |
| WCG Wealth Advisors LLC | 228,625 | $44.0M | 3.23% | −11,346−4.7% | Reduced |
| Telos Capital Management, Inc. | 228,303 | $44.0M | 5.36% | −2,027−0.9% | Reduced |
| Abbrea Capital, LLC | 228,132 | $43.9M | 6.31% | −1,519−0.7% | Reduced |
| Telemus Capital, LLC | 228,052 | $43.9M | 3.62% | −8,141−3.4% | Reduced |
| MainStreet Investment Advisors LLC | 227,761 | $43.9M | 4.96% | −10,855−4.5% | Reduced |
| CORDA Investment Management, LLC. | 227,645 | $43.8M | 3.68% | −6,623−2.8% | Reduced |
| Palisade Asset Management, LLC | 227,579 | $43.8M | 4.80% | −3,798−1.6% | Reduced |
| RiverFront Investment Group, LLC | 226,784 | $43.7M | 1.37% | +8,314+3.8% | Added |
| Hoey Investments, Inc | 226,579 | $43.6M | 12.37% | −11,376−4.8% | Reduced |
| Vident Advisory, LLC | 226,357 | $43.6M | 1.10% | +29,449+15.0% | Added |
| Alps Advisors Inc | 225,385 | $43.4M | 0.34% | −1,459−0.6% | Reduced |
| K.J. Harrison & Partners Inc | 225,017 | $43.3M | 7.35% | −265−0.1% | Reduced |
| Agf Management Ltd | 224,435 | $43.2M | 0.25% | −116,069−34.1% | Reduced |
| Oakworth Capital, Inc. | 224,192 | $43.2M | 3.46% | +2,720+1.2% | Added |
| Verdence Capital Advisors LLC | 224,191 | $43.2M | 4.18% | +1,252+0.6% | Added |
| Procyon Private Wealth Partners, LLC | 223,655 | $43.1M | 3.66% | +23,670+11.8% | Added |
| Waldron Private Wealth LLC | 223,597 | $43.0M | 2.05% | −12,232−5.2% | Reduced |
| Terry L. Blaker | 223,530 | $43.0M | 3.53% | +1,463+0.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 223,259 | $43.0M | 0.11% | +19,767+9.7% | Added |
| Hendershot Investments Inc. | 222,953 | $42.9M | 6.60% | −9,021−3.9% | Reduced |
| Fiduciary Group LLC | 222,350 | $42.8M | 5.02% | −3,140−1.4% | Reduced |
| Headlands Technologies LLC | 221,926 | $42.7M | 12.74% | +189,718+589.0% | Added |
| Blue Chip Partners, Inc. | 221,833 | $42.7M | 4.45% | +11,643+5.5% | Added |
| Estabrook Capital Management | 221,674 | $42.7M | 6.97% | −3,787−1.7% | Reduced |
| Novo Holdings A/S | 221,460 | $42.6M | 2.85% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 221,434 | $42.6M | 2.27% | −3,620−1.6% | Reduced |
| Hallmark Capital Management Inc | 221,321 | $42.6M | 3.32% | −5,170−2.3% | Reduced |
| Skye Global Management LP | 220,500 | $42.5M | 1.22% | −453,500−67.3% | Reduced |
| Rossmore Private Capital | 219,880 | $42.3M | 5.98% | −152−0.1% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 219,783 | $42.3M | 3.83% | −1,341−0.6% | Reduced |
| Kinneret Advisory, LLC | 219,633 | $42.3M | 4.68% | −1,398−0.6% | Reduced |
| PFG Investments, LLC | 219,233 | $42.2M | 7.84% | −677−0.3% | Reduced |
| Simon Quick Advisors, LLC | 218,640 | $42.1M | 3.72% | −3,255−1.5% | Reduced |