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 |
|---|---|---|---|---|---|
| Buckley Wealth Management, LLC | 168,636 | $32.5M | 11.27% | −534−0.3% | Reduced |
| EverSource Wealth Advisors, LLC | 168,526 | $32.4M | 2.97% | +3,570+2.2% | Added |
| American National Bank | 168,418 | $32.4M | 5.09% | +2,810+1.7% | Added |
| Westmount Partners, LLC | 168,109 | $32.4M | 13.22% | +687+0.4% | Added |
| Waters Parkerson & Co., LLC | 168,029 | $32.4M | 1.79% | −2,815−1.6% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 167,845 | $32.3M | 4.01% | −2,340−1.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 167,610 | $32.3M | 4.32% | +32,901+24.4% | Added |
| Capstone Financial Advisors, Inc. | 166,999 | $32.2M | 2.30% | −543−0.3% | Reduced |
| Smith, Moore & Co. | 167,214 | $32.1M | 3.78% | +2,876+1.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 166,846 | $32.1M | 1.95% | −2,590−1.5% | Reduced |
| Cozad Asset Management Inc | 166,655 | $32.1M | 3.70% | −1,473−0.9% | Reduced |
| Arete Wealth Advisors, LLC | 166,613 | $32.1M | 2.45% | +166,613 | New |
| Ostrum Asset Management | 166,535 | $32.1M | 2.79% | −10,667−6.0% | Reduced |
| Nadler Financial Group, Inc. | 166,364 | $32.0M | 4.31% | −2,583−1.5% | Reduced |
| Godsey & Gibb Associates | 166,296 | $32.0M | 3.63% | −1,595−1.0% | Reduced |
| MayTech Global Investments, LLC | 166,262 | $32.0M | 6.47% | +5,980+3.7% | Added |
| Condor Capital Management | 166,244 | $32.0M | 3.43% | −3,659−2.2% | Reduced |
| Conway Capital Management, Inc. | 165,897 | $31.9M | 20.62% | −6,543−3.8% | Reduced |
| Northstar Group, Inc. | 165,313 | $31.8M | 6.91% | −620−0.4% | Reduced |
| Leonteq Securities AG | 165,305 | $31.8M | 4.09% | +38,248+30.1% | Added |
| IPG Investment Advisors LLC | 164,541 | $31.7M | 6.33% | −2,261−1.4% | Reduced |
| Sander Capital Advisors Inc | 164,516 | $31.7M | 16.21% | −1,245−0.8% | Reduced |
| CoreCap Advisors, LLC | 164,467 | $31.7M | 2.04% | +1,430+0.9% | Added |
| Parkside Financial Bank & Trust | 164,123 | $31.6M | 5.74% | +37,257+29.4% | Added |
| Marietta Investment Partners LLC | 163,961 | $31.6M | 7.86% | −3,995−2.4% | Reduced |
| Pitcairn Co | 163,628 | $31.5M | 2.33% | +25,478+18.4% | Added |
| Linscomb & Williams, Inc. | 163,526 | $31.5M | 1.73% | −4,600−2.7% | Reduced |
| TRUE Private Wealth Advisors | 163,502 | $31.5M | 3.98% | +2,439+1.5% | Added |
| Hunter Associates Investment Management LLC | 163,220 | $31.4M | 5.75% | +1,222+0.8% | Added |
| Staley Capital Advisers Inc | 162,821 | $31.3M | 1.56% | −371−0.2% | Reduced |
| Knuff & Co LLC | 162,794 | $31.3M | 11.43% | +1,125+0.7% | Added |
| Cape Cod Five Cents Savings Bank | 162,659 | $31.3M | 3.18% | −179,159−52.4% | Reduced |
| Cabot Wealth Management Inc | 162,605 | $31.3M | 4.35% | −2,029−1.2% | Reduced |
| Vontobel Asset Management Inc | 162,552 | $31.3M | 0.19% | 00.0% | Unchanged |
| Private Trust Co NA | 162,080 | $31.2M | 3.67% | −2,311−1.4% | Reduced |
| Kiley Juergens Wealth Management, LLC | 162,025 | $31.2M | 10.44% | −8,852−5.2% | Reduced |
| West Coast Financial LLC | 161,990 | $31.2M | 4.09% | +10,993+7.3% | Added |
| Glassman Wealth Services | 161,750 | $31.1M | 4.41% | −1,159−0.7% | Reduced |
| Private Ocean, LLC | 161,707 | $31.1M | 3.09% | +137,596+570.7% | Added |
| Meitav Dash Investments Ltd | 161,220 | $31.1M | 0.46% | +841+0.5% | Added |
| Core Alternative Capital | 161,265 | $31.0M | 5.32% | −17,222−9.6% | Reduced |
| Waycross Partners, LLC | 161,058 | $31.0M | 5.81% | +8,062+5.3% | Added |
| Missouri Trust & Investment Co | 161,054 | $31.0M | 12.53% | −62,265−27.9% | Reduced |
| Montis Financial, LLC | 160,533 | $30.9M | 18.38% | +2,640+1.7% | Added |
| Hollencrest Capital Management | 160,109 | $30.8M | 2.92% | +4,898+3.2% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 160,055 | $30.8M | 9.49% | −467−0.3% | Reduced |
| Wittenberg Investment Management, Inc. | 159,585 | $30.7M | 10.67% | −19,140−10.7% | Reduced |
| Capital International Sarl | 159,452 | $30.7M | 1.15% | −13,121−7.6% | Reduced |
| Cigna Investments Inc | 159,165 | $30.6M | 6.35% | −2,287−1.4% | Reduced |
| First National Bank & Trust Co of Newtown | 158,736 | $30.6M | 6.57% | −1,870−1.2% | Reduced |
| Hilltop Holdings Inc. | 158,598 | $30.5M | 3.46% | +107,401+209.8% | Added |
| Clarkston Capital Partners, LLC | 158,371 | $30.5M | 0.57% | −3,772−2.3% | Reduced |
| Winthrop Advisory Group LLC | 158,226 | $30.5M | 4.76% | −4,644−2.9% | Reduced |
| Gamco Investors, Inc. Et Al | 158,025 | $30.4M | 0.32% | −3,014−1.9% | Reduced |
| Generate Investment Management Ltd | 157,844 | $30.4M | 2.63% | +157,844 | New |
| Greenwood Capital Associates LLC | 157,756 | $30.4M | 3.94% | +3,367+2.2% | Added |
| Smithbridge Asset Management Inc | 157,700 | $30.4M | 6.91% | −1,680−1.1% | Reduced |
| Jefferies Financial Group Inc. | 157,349 | $30.3M | 0.48% | −227,248−59.1% | Reduced |
| Solidarilty Wealth, LLC | 157,173 | $30.3M | 10.92% | −9,808−5.9% | Reduced |
| Schmidt P J Investment Management Inc | 157,216 | $30.3M | 5.99% | −1,996−1.3% | Reduced |
| Capital Investment Advisory Services, LLC | 157,044 | $30.2M | 2.82% | −14,171−8.3% | Reduced |
| Lazari Capital Management, Inc. | 156,653 | $30.2M | 17.26% | −22,662−12.6% | Reduced |
| Ameritas Advisory Services, LLC | 159,303 | $30.1M | 1.66% | −309,119−66.0% | Reduced |
| South Street Advisors LLC | 156,428 | $30.1M | 5.63% | −200−0.1% | Reduced |
| Coastal Investment Advisors, Inc. | 156,424 | $30.1M | 6.80% | −2,592−1.6% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 156,179 | $30.1M | 2.02% | −33,063−17.5% | Reduced |
| United Asset Strategies, Inc. | 156,036 | $30.0M | 3.37% | +9,795+6.7% | Added |
| Cercano Management LLC | 155,192 | $29.9M | 0.99% | −201,513−56.5% | Reduced |
| De Burlo Group Inc | 174,336 | $29.8M | 5.19% | 00.0% | Unchanged |
| J Arnold Wealth Management Co | 154,550 | $29.8M | 10.13% | +7,169+4.9% | Added |
| Hutchinson Capital Management | 154,315 | $29.7M | 6.47% | +369+0.2% | Added |
| Oak Asset Management, LLC | 154,118 | $29.7M | 11.80% | −2,035−1.3% | Reduced |
| Strategic Blueprint, LLC | 153,967 | $29.6M | 2.45% | +1,623+1.1% | Added |
| Gifford Fong Associates | 153,670 | $29.6M | 6.29% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 153,420 | $29.5M | 2.45% | +13,318+9.5% | Added |
| Sand Hill Global Advisors, LLC | 153,413 | $29.5M | 1.42% | −3,860−2.5% | Reduced |
| BetterWealth, LLC | 153,368 | $29.5M | 10.10% | +1,129+0.7% | Added |
| Fiduciary Alliance LLC | 153,354 | $29.5M | 5.81% | +830+0.5% | Added |
| Ascent Wealth Partners, LLC | 153,272 | $29.5M | 4.82% | +1,959+1.3% | Added |
| Goelzer Investment Management, Inc. | 153,126 | $29.5M | 1.90% | +2,293+1.5% | Added |
| Chemistry Wealth Management LLC | 152,984 | $29.5M | 8.89% | −2,165−1.4% | Reduced |
| Pure Financial Advisors, Inc. | 152,894 | $29.4M | 1.02% | +7,283+5.0% | Added |
| Country Club Bank | 151,745 | $29.4M | 2.22% | −3,549−2.3% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 152,393 | $29.3M | 11.70% | −1,007−0.7% | Reduced |
| James Investment Research Inc | 152,207 | $29.3M | 3.68% | −4,556−2.9% | Reduced |
| Advisor OS, LLC | 152,200 | $29.3M | 3.81% | +60,273+65.6% | Added |
| Terril Brothers, Inc. | 152,028 | $29.3M | 10.37% | +771+0.5% | Added |
| Westwood Wealth Management | 151,640 | $29.2M | 22.53% | −864−0.6% | Reduced |
| SNS Financial Group, LLC | 151,305 | $29.1M | 3.45% | −2,269−1.5% | Reduced |
| IFG Advisory, LLC | 151,177 | $29.1M | 2.13% | +3,220+2.2% | Added |
| Sompo Asset Management Co., Ltd. | 151,099 | $29.1M | 5.25% | +11,759+8.4% | Added |
| Mechanics Bank Trust Department | 150,812 | $29.0M | 4.53% | −9,861−6.1% | Reduced |
| Diamant Asset Management, Inc. | 150,664 | $29.0M | 21.49% | −5,904−3.8% | Reduced |
| Cornerstone Wealth Group, LLC | 150,389 | $29.0M | 4.15% | +2,987+2.0% | Added |
| Signet Financial Management, LLC | 150,366 | $29.0M | 4.33% | −2,715−1.8% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 149,734 | $28.8M | 7.63% | −5,658−3.6% | Reduced |
| BBR Partners, LLC | 149,473 | $28.8M | 2.94% | +994+0.7% | Added |
| Moody National Bank Trust Division | 149,350 | $28.8M | 2.24% | −160,685−51.8% | Reduced |
| Quadrant Private Wealth Management, LLC | 149,120 | $28.7M | 7.96% | +2,626+1.8% | Added |
| Farmers & Merchants Trust Co of Long Beach | 149,094 | $28.7M | 7.58% | +7,241+5.1% | Added |