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 8 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
- 4,977
- +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
- 1,738 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 | 6,135 | $2.40T |
| Q4 2025 | 6,131 | $2.61T |
| Q3 2025 | 5,617 | $2.35T |
| Q2 2025 | 5,600 | $1.93T |
| Q1 2025 | 5,608 | $2.08T |
| Q4 2024 | 5,672 | $2.36T |
| Q3 2024 | 5,106 | $2.17T |
| Q2 2024 | 5,133 | $1.98T |
| Q1 2024 | 5,024 | $1.61T |
| Q4 2023 | 4,977 | $1.81T |
| Q3 2023 | 4,619 | $1.60T |
| Q2 2023 | 4,595 | $1.82T |
| Q1 2023 | 4,525 | $1.55T |
| Q4 2022 | 4,556 | $1.21T |
| Q3 2022 | 4,347 | $1.29T |
| Q2 2022 | 4,340 | $1.28T |
| Q1 2022 | 4,391 | $1.66T |
| Q4 2021 | 4,403 | $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 |
|---|---|---|---|---|---|
| Churchill Management Corp | 189,825 | $36.5M | 0.56% | −4,000−2.1% | Reduced |
| Alpine Woods Capital Investors, LLC | 189,612 | $36.5M | 5.46% | −3,271−1.7% | Reduced |
| WestEnd Advisors, LLC | 189,486 | $36.5M | 1.00% | −3,829−2.0% | Reduced |
| Avanda Investment Management Pte. Ltd. | 189,333 | $36.5M | 3.55% | +189,333 | New |
| Csenge Advisory Group | 189,067 | $36.4M | 2.27% | +5,048+2.7% | Added |
| Vinland Capital Management Gestora de Recursos LTDA. | 187,630 | $36.1M | 9.40% | +187,630 | New |
| Soltis Investment Advisors LLC | 187,426 | $36.1M | 4.07% | +25,354+15.6% | Added |
| L.M. Kohn & Company | 187,354 | $36.1M | 11.51% | +1,962+1.1% | Added |
| Ascent Group, LLC | 192,584 | $36.0M | 3.42% | +4,814+2.6% | Added |
| Vantage Investment Partners, LLC | 186,819 | $36.0M | 3.59% | +20,746+12.5% | Added |
| HughesLittle Investment Management Ltd. | 186,601 | $35.9M | 9.21% | −18,232−8.9% | Reduced |
| Bridgeway Capital Management, LLC | 186,052 | $35.8M | 0.77% | +12,486+7.2% | Added |
| Wedmont Private Capital | 193,000 | $35.8M | 2.93% | +27,547+16.6% | Added |
| M&R Capital Management Inc | 185,177 | $35.7M | 8.92% | −1,700−0.9% | Reduced |
| Wintrust Investments LLC | 185,016 | $35.6M | 3.45% | −6,069−3.2% | Reduced |
| Strategic Wealth Designers | 184,781 | $35.6M | 5.35% | +17,459+10.4% | Added |
| DDD Partners, LLC | 184,598 | $35.5M | 4.78% | −1,279−0.7% | Reduced |
| Zhang Financial LLC | 184,471 | $35.5M | 3.05% | +6,014+3.4% | Added |
| Barr E S & Co | 184,147 | $35.5M | 2.41% | −8,849−4.6% | Reduced |
| GHP Investment Advisors, Inc. | 183,754 | $35.4M | 1.91% | −3,652−1.9% | Reduced |
| Avidian Wealth Solutions, LLC | 183,353 | $35.3M | 2.20% | −7,379−3.9% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 183,069 | $35.2M | 1.25% | +19,210+11.7% | Added |
| Miller Wealth Advisors, LLC | 183,071 | $35.2M | 22.61% | −3,292−1.8% | Reduced |
| JLB & Associates Inc | 183,052 | $35.2M | 5.07% | −3,655−2.0% | Reduced |
| BKD Wealth Advisors, LLC | 183,014 | $35.2M | 0.98% | −10,214−5.3% | Reduced |
| SageView Advisory Group, LLC | 187,265 | $35.2M | 1.52% | +41,393+28.4% | Added |
| Woodstock Corp | 182,894 | $35.2M | 4.08% | −2,291−1.2% | Reduced |
| SignalPoint Asset Management, LLC | 182,649 | $35.2M | 10.37% | −5,887−3.1% | Reduced |
| Coastline Trust Co | 182,551 | $35.1M | 4.67% | +3,361+1.9% | Added |
| Geneos Wealth Management Inc. | 182,348 | $35.1M | 1.73% | −24,676−11.9% | Reduced |
| ARS Wealth Advisors Group, LLC | 182,171 | $35.1M | 5.20% | −8,347−4.4% | Reduced |
| WP Advisors, LLC | 182,089 | $35.1M | 12.98% | −100.0% | Reduced |
| Bridgecreek Investment Management, LLC | 181,802 | $35.0M | 6.78% | −19,375−9.6% | Reduced |
| Harvest Portfolios Group Inc. | 181,690 | $35.0M | 1.48% | +9,428+5.5% | Added |
| Schnieders Capital Management LLC | 181,319 | $34.9M | 7.69% | −21,540−10.6% | Reduced |
| PFG Advisors | 181,175 | $34.9M | 2.82% | −216−0.1% | Reduced |
| Checchi Capital Advisers, LLC | 180,784 | $34.8M | 2.83% | +4,863+2.8% | Added |
| Rothschild Capital Partners, LLC | 180,403 | $34.7M | 10.94% | +6,685+3.8% | Added |
| Legacy Private Trust Co. | 180,179 | $34.7M | 2.76% | −978−0.5% | Reduced |
| Buckingham Capital Management, Inc. | 179,882 | $34.6M | 4.64% | +28,031+18.5% | Added |
| E Fund Management Co., Ltd. | 179,734 | $34.6M | 2.19% | −25,850−12.6% | Reduced |
| Kelly Lawrence W & Associates Inc | 179,407 | $34.5M | 8.29% | −4,444−2.4% | Reduced |
| Sage Capital Advisors,llc | 179,148 | $34.5M | 11.15% | +967+0.5% | Added |
| Peachtree Investment Partners, LLC | 179,125 | $34.5M | 14.15% | −4,952−2.7% | Reduced |
| Connors Investor Services Inc | 178,824 | $34.4M | 3.87% | −5,222−2.8% | Reduced |
| Lyell Wealth Management, LP | 178,057 | $34.3M | 3.90% | +12,804+7.7% | Added |
| Valmark Advisers, Inc. | 178,053 | $34.3M | 0.64% | +8,560+5.1% | Added |
| Silicon Valley Capital Partners | 178,013 | $34.3M | 5.75% | +1,137+0.6% | Added |
| Americana Partners, LLC | 176,605 | $34.3M | 3.27% | +17,871+11.3% | Added |
| Dorsey & Whitney Trust CO LLC | 177,968 | $34.3M | 2.63% | +3,889+2.2% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 177,711 | $34.2M | 6.51% | +5,898+3.4% | Added |
| 1st Source Bank | 177,392 | $34.2M | 2.06% | −5,027−2.8% | Reduced |
| Callahan Advisors, LLC | 177,286 | $34.1M | 3.96% | −821−0.5% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 177,135 | $34.1M | 9.38% | −2,133−1.2% | Reduced |
| CapWealth Advisors, LLC | 176,751 | $34.0M | 4.15% | −2,916−1.6% | Reduced |
| FourThought Financial Partners, LLC | 176,651 | $34.0M | 4.26% | −688−0.4% | Reduced |
| Desjardins Global Asset Management Inc. | 176,620 | $34.0M | 3.66% | −198,392−52.9% | Reduced |
| Capital Analysts, LLC | 176,444 | $34.0M | 1.71% | +375+0.2% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 176,202 | $33.9M | 3.70% | −1,015−0.6% | Reduced |
| Woodmont Investment Counsel LLC | 175,918 | $33.9M | 3.17% | +1,226+0.7% | Added |
| River Wealth Advisors LLC | 175,369 | $33.8M | 5.39% | −2,073−1.2% | Reduced |
| Westchester Capital Management, Inc. | 175,206 | $33.7M | 9.08% | −3,360−1.9% | Reduced |
| Fidelis Capital Partners, LLC | 175,177 | $33.7M | 7.46% | +37,620+27.3% | Added |
| Bull Oak Capital, LLC | 175,093 | $33.7M | 8.67% | +174,766+53,445.3% | Added |
| Bank of Hawaii | 174,901 | $33.7M | 1.80% | −4,587−2.6% | Reduced |
| Harvest Fund Management Co., Ltd | 174,302 | $33.6M | 5.23% | −7,346−4.0% | Reduced |
| Campbell Capital Management Inc | 174,435 | $33.6M | 15.73% | +174,435 | New |
| Sargent Investment Group, LLC | 174,395 | $33.6M | 7.35% | −4,720−2.6% | Reduced |
| Wedgewood Partners Inc | 180,484 | $33.4M | 7.03% | −4,805−2.6% | Reduced |
| Ardevora Asset Management LLP | 173,372 | $33.4M | 2.97% | −195,165−53.0% | Reduced |
| Novare Capital Management LLC | 173,211 | $33.3M | 3.39% | −1,838−1.0% | Reduced |
| Venturi Wealth Management, LLC | 173,191 | $33.3M | 2.36% | −3,317−1.9% | Reduced |
| Valley National Advisers Inc | 173,026 | $33.3M | 5.29% | +1,776+1.0% | Added |
| Shared Vision Wealth Group LLC | 172,958 | $33.3M | 22.24% | +172,958 | New |
| TruWealth Advisors, LLC | 172,738 | $33.3M | 2.54% | +1,789+1.0% | Added |
| Grove Bank & Trust | 172,667 | $33.2M | 6.12% | −755−0.4% | Reduced |
| Schwerin Boyle Capital Management Inc | 172,565 | $33.2M | 3.71% | −16,335−8.6% | Reduced |
| Good Life Advisors, LLC | 172,109 | $33.1M | 3.28% | +1,730+1.0% | Added |
| Trust Co of Virginia | 172,102 | $33.1M | 3.34% | −2,780−1.6% | Reduced |
| Azzad Asset Management Inc | 172,090 | $33.1M | 4.19% | −362−0.2% | Reduced |
| Draper Asset Management, LLC | 171,888 | $33.1M | 31.41% | −221−0.1% | Reduced |
| Lakeview Capital Partners, LLC | 171,664 | $33.1M | 5.85% | +3,367+2.0% | Added |
| Perennial Investment Advisors, LLC | 172,365 | $33.0M | 5.50% | −423−0.2% | Reduced |
| Ycg, LLC | 171,561 | $33.0M | 2.73% | +130+0.1% | Added |
| TrinityPoint Wealth, LLC | 171,498 | $33.0M | 5.98% | −2,384−1.4% | Reduced |
| RFG Advisory, LLC | 171,437 | $33.0M | 1.29% | −1,386−0.8% | Reduced |
| Sittner & Nelson, LLC | 171,293 | $33.0M | 17.63% | −949−0.6% | Reduced |
| Mitchell Capital Management Co | 171,255 | $33.0M | 6.94% | +2,745+1.6% | Added |
| Avantax Planning Partners, Inc. | 171,034 | $32.9M | 1.25% | −5,536−3.1% | Reduced |
| Qtron Investments LLC | 170,817 | $32.9M | 5.39% | +13,687+8.7% | Added |
| Berger Financial Group, Inc | 170,735 | $32.9M | 3.41% | +2,433+1.4% | Added |
| Journey Advisory Group, LLC | 170,703 | $32.9M | 4.47% | −976−0.6% | Reduced |
| united american securities inc. (d/b/a uas asset management) | 170,683 | $32.9M | 8.35% | −310.0% | Reduced |
| Zullo Investment Group, Inc. | 170,672 | $32.9M | 16.84% | −223−0.1% | Reduced |
| First Financial Bank - Trust Division | 170,600 | $32.8M | 3.35% | −1,683−1.0% | Reduced |
| Shufro Rose & Co LLC | 191,190 | $32.7M | 3.12% | −635−0.3% | Reduced |
| Trust Asset Management LLC | 169,655 | $32.7M | 3.15% | −3,399−2.0% | Reduced |
| Applied Finance Capital Management, LLC | 169,633 | $32.7M | 2.84% | +17,467+11.5% | Added |
| Nilsine Partners, LLC | 168,837 | $32.5M | 5.00% | −4,288−2.5% | Reduced |
| Summit Financial, LLC | 168,832 | $32.5M | 2.12% | +5,192+3.2% | Added |