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 |
|---|---|---|---|---|---|
| Blue Investment Partners LLC | 218,407 | $42.0M | 27.42% | +6,361+3.0% | Added |
| Community Bank & Trust, Waco, Texas | 217,931 | $42.0M | 11.43% | −19,951−8.4% | Reduced |
| Cypress Capital Group | 217,879 | $41.9M | 5.46% | −7,877−3.5% | Reduced |
| Ironwood Financial, llc | 217,658 | $41.9M | 10.15% | −2,963−1.3% | Reduced |
| Renaissance Group LLC | 217,370 | $41.9M | 1.73% | −4,628−2.1% | Reduced |
| Himension Fund | 217,421 | $41.9M | 3.80% | −71,738−24.8% | Reduced |
| CSM Advisors, LLC | 217,245 | $41.8M | 3.01% | +1,364+0.6% | Added |
| Bristlecone Advisors, LLC | 216,777 | $41.7M | 4.22% | −2,924−1.3% | Reduced |
| Balentine LLC | 216,463 | $41.7M | 1.33% | +39,523+22.3% | Added |
| Group One Trading, L.P. | 216,372 | $41.7M | 1.31% | −69,279−24.3% | Reduced |
| Madison Asset Management, LLC | 216,252 | $41.6M | 0.56% | −1,785−0.8% | Reduced |
| Lake Street Financial LLC | 215,585 | $41.5M | 6.54% | −960.0% | Reduced |
| Oak Grove Capital LLC | 215,543 | $41.5M | 13.24% | −13,650−6.0% | Reduced |
| Resources Management Corp | 215,461 | $41.5M | 6.16% | −5,618−2.5% | Reduced |
| Executive Wealth Management, LLC | 214,619 | $41.3M | 3.89% | +415+0.2% | Added |
| Secure Asset Management, LLC | 213,873 | $41.2M | 11.07% | +1,632+0.8% | Added |
| Elite Wealth Management, Inc. | 213,175 | $41.0M | 12.06% | −3,138−1.5% | Reduced |
| Tompkins Financial Corp | 212,833 | $41.0M | 4.96% | +1,033+0.5% | Added |
| Physicians Financial Services, Inc. | 212,655 | $40.9M | 15.52% | −560.0% | Reduced |
| Spinnaker Trust | 212,502 | $40.9M | 2.78% | −274−0.1% | Reduced |
| GFS Advisors, LLC | 212,214 | $40.9M | 5.97% | −10,907−4.9% | Reduced |
| JGP Wealth Management, LLC | 212,154 | $40.8M | 6.06% | +1,141+0.5% | Added |
| Affinity Capital Advisors, LLC | 211,597 | $40.7M | 9.94% | −3,984−1.8% | Reduced |
| Culbertson A N & Co Inc | 211,398 | $40.7M | 7.57% | −1,680−0.8% | Reduced |
| United Bank | 210,809 | $40.6M | 5.10% | +24,990+13.4% | Added |
| GM Advisory Group, Inc. | 210,346 | $40.5M | 3.06% | +7,359+3.6% | Added |
| Steigerwald, Gordon & Koch Inc. | 210,340 | $40.5M | 5.48% | −366−0.2% | Reduced |
| GYL Financial Synergies, LLC | 210,067 | $40.4M | 3.35% | −3,282−1.5% | Reduced |
| American Assets Investment Management, LLC | 210,000 | $40.4M | 4.17% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 209,864 | $40.4M | 6.19% | −42,258−16.8% | Reduced |
| Pacific Global Investment Management CO | 209,625 | $40.4M | 8.23% | −3,231−1.5% | Reduced |
| Fagan Associates, Inc. | 209,165 | $40.3M | 8.75% | −742−0.4% | Reduced |
| Trust Co of Toledo NA | 209,008 | $40.2M | 6.93% | +9,875+5.0% | Added |
| J.P. Marvel Investment Advisors, LLC | 208,790 | $40.2M | 7.96% | −1,577−0.7% | Reduced |
| Octavia Wealth Advisors, LLC | 208,718 | $40.2M | 7.08% | +12,264+6.2% | Added |
| Lake Street Advisors Group, LLC | 207,777 | $40.0M | 2.01% | +600+0.3% | Added |
| TBH Global Asset Management, LLC | 207,588 | $40.0M | 8.15% | −15,095−6.8% | Reduced |
| Close Asset Management Ltd | 207,401 | $39.9M | 1.67% | +24,356+13.3% | Added |
| Blue Fin Capital, Inc. | 207,366 | $39.9M | 10.25% | −1,497−0.7% | Reduced |
| Formidable Asset Management, LLC | 207,142 | $39.9M | 8.69% | −4,821−2.3% | Reduced |
| Petredis Investment Advisors LLC | 206,800 | $39.8M | 5.23% | −6,612−3.1% | Reduced |
| Visionary Wealth Advisors | 206,680 | $39.8M | 2.92% | −30.0% | Reduced |
| CRA Financial Services, LLC | 206,661 | $39.8M | 9.74% | −939−0.5% | Reduced |
| Lannebo Fonder AB | 205,000 | $39.7M | 5.23% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 205,638 | $39.6M | 3.91% | −304−0.1% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 205,457 | $39.6M | 2.74% | +9,827+5.0% | Added |
| Greenwood Gearhart Inc | 205,158 | $39.5M | 4.21% | −67,473−24.7% | Reduced |
| McKinley Capital Management LLC /Delaware | 205,018 | $39.5M | 5.07% | −16,506−7.5% | Reduced |
| Skylands Capital, LLC | 204,860 | $39.4M | 5.81% | −17,410−7.8% | Reduced |
| Equitable Trust Co | 204,265 | $39.3M | 2.96% | +3,624+1.8% | Added |
| Annex Advisory Services, LLC | 203,339 | $39.1M | 1.63% | +5,642+2.9% | Added |
| Douglas Lane & Associates, LLC | 203,162 | $39.1M | 0.60% | −6,310−3.0% | Reduced |
| Empowered Funds, LLC | 202,440 | $39.0M | 0.98% | +31,120+18.2% | Added |
| Nemes Rush Group LLC | 201,774 | $38.8M | 6.27% | −4,479−2.2% | Reduced |
| Buckingham Strategic Partners | 201,611 | $38.8M | 1.86% | +418+0.2% | Added |
| Graypoint LLC | 201,467 | $38.8M | 3.13% | +5,862+3.0% | Added |
| Parcion Private Wealth LLC | 201,384 | $38.8M | 3.55% | +160.0% | Added |
| Naples Global Advisors, LLC | 201,194 | $38.7M | 4.26% | −5,424−2.6% | Reduced |
| Farther Finance Advisors, LLC | 200,317 | $38.6M | 2.77% | +110,164+122.2% | Added |
| AdvisorNet Financial, Inc | 199,909 | $38.5M | 3.55% | +727+0.4% | Added |
| Rice Partnership, LLC | 199,881 | $38.5M | 10.05% | +3,318+1.7% | Added |
| GLOBALT Investments LLC | 199,482 | $38.4M | 1.60% | +199,482 | New |
| First American Trust, FSB | 198,779 | $38.3M | 4.74% | −3,416−1.7% | Reduced |
| Winslow Asset Management Inc | 197,643 | $38.1M | 7.74% | −1,597−0.8% | Reduced |
| Cubist Systematic Strategies, LLC | 197,355 | $38.0M | 0.47% | +138,047+232.8% | Added |
| Seizert Capital Partners, LLC | 197,051 | $37.9M | 1.92% | −9,332−4.5% | Reduced |
| Penn Davis McFarland Inc | 196,956 | $37.9M | 6.45% | −7,374−3.6% | Reduced |
| Vancity Investment Management Ltd | 196,604 | $37.9M | 5.54% | −67,308−25.5% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 196,462 | $37.8M | 1.44% | −33,614−14.6% | Reduced |
| Krilogy Financial LLC | 196,455 | $37.8M | 3.22% | +5,064+2.6% | Added |
| Edge Wealth Management LLC | 196,450 | $37.8M | 8.27% | −3,368−1.7% | Reduced |
| Progressive Investment Management Corp | 196,398 | $37.8M | 10.76% | −739−0.4% | Reduced |
| Avitas Wealth Management LLC | 195,873 | $37.7M | 6.31% | +183+0.1% | Added |
| Invictus Private Wealth, LLC | 195,449 | $37.6M | 3.68% | −1,428−0.7% | Reduced |
| M Holdings Securities, Inc. | 195,382 | $37.6M | 4.25% | +2,356+1.2% | Added |
| Kovack Advisors, Inc. | 195,259 | $37.6M | 4.47% | +9,243+5.0% | Added |
| Sandbox Financial Partners, LLC | 194,351 | $37.4M | 17.56% | +721+0.4% | Added |
| Cassaday & Co Wealth Management LLC | 194,279 | $37.4M | 1.30% | +209+0.1% | Added |
| BancorpSouth Bank | 194,168 | $37.4M | 3.04% | −2,233−1.1% | Reduced |
| Pennsylvania Capital Management Inc | 194,144 | $37.4M | 14.82% | −28,844−12.9% | Reduced |
| Northstar Asset Management LLC | 194,047 | $37.4M | 9.85% | −730−0.4% | Reduced |
| Nations Financial Group Inc, | 193,765 | $37.3M | 3.45% | −2,891−1.5% | Reduced |
| Texas Yale Capital Corp. | 193,632 | $37.3M | 1.78% | +250.0% | Added |
| Jackson Wealth Management, LLC | 193,163 | $37.2M | 4.90% | +748+0.4% | Added |
| Keystone Financial Group | 193,120 | $37.2M | 6.46% | −3,816−1.9% | Reduced |
| Boston Common Asset Management, LLC | 193,002 | $37.2M | 0.85% | −11,520−5.6% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 192,619 | $37.1M | 7.55% | −3,473−1.8% | Reduced |
| SP Asset Management LLC | 192,607 | $37.1M | 3.80% | +3,428+1.8% | Added |
| Stewart & Patten Co LLC | 192,346 | $37.0M | 5.79% | −3,147−1.6% | Reduced |
| One Wealth Advisors, LLC | 192,194 | $37.0M | 7.12% | +26,950+16.3% | Added |
| Griffin Asset Management, Inc. | 192,100 | $37.0M | 4.69% | −2,787−1.4% | Reduced |
| German American Bancorp, Inc. | 192,040 | $37.0M | 4.87% | −150.0% | Reduced |
| Roberts Wealth Advisors, LLC | 66,106 | $36.8M | 6.01% | −907−1.4% | Reduced |
| Arthur M. Cohen & Associates, LLC | 190,680 | $36.7M | 8.63% | −6,405−3.2% | Reduced |
| Atomi Financial Group, Inc. | 190,610 | $36.7M | 5.08% | +54,078+39.6% | Added |
| Pallas Capital Advisors LLC | 190,480 | $36.7M | 1.95% | −1,413−0.7% | Reduced |
| Washington Trust Bank | 190,231 | $36.6M | 3.25% | −4,652−2.4% | Reduced |
| Mill Creek Capital Advisors, LLC | 190,162 | $36.6M | 1.08% | +22,412+13.4% | Added |
| NBC Securities, Inc. | 190,100 | $36.6M | 3.69% | −5,706−2.9% | Reduced |
| Saybrook Capital | 189,875 | $36.6M | 10.14% | −913−0.5% | Reduced |