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 |
|---|---|---|---|---|---|
| Knollwood Investment Advisory, LLC | 148,955 | $28.7M | 5.96% | +123,374+482.3% | Added |
| Wealthsource Partners, LLC | 148,927 | $28.7M | 1.87% | −6,622−4.3% | Reduced |
| Bennett Selby Investments LP | 148,612 | $28.6M | 14.66% | −452−0.3% | Reduced |
| Harbor Advisors LLC | 148,400 | $28.6M | 5.46% | 00.0% | Unchanged |
| Anderson Hoagland & Co | 155,592 | $28.6M | 3.50% | −23,601−13.2% | Reduced |
| Principal Securities, Inc. | 148,034 | $28.5M | 1.06% | +148,034 | New |
| Manitou Investment Management Ltd. | 147,998 | $28.5M | 6.19% | −2,531−1.7% | Reduced |
| Hemington Wealth Management | 147,699 | $28.4M | 10.97% | −675−0.5% | Reduced |
| Greatmark Investment Partners, Inc. | 147,440 | $28.4M | 4.45% | −2,287−1.5% | Reduced |
| Winning Points Advisors, LLC | 147,299 | $28.4M | 43.70% | +1,768+1.2% | Added |
| SevenBridge Financial Group, LLC | 147,009 | $28.3M | 6.69% | −205−0.1% | Reduced |
| Litman Gregory Asset Management LLC | 146,835 | $28.3M | 2.68% | −7,006−4.6% | Reduced |
| Cooper Financial Group | 146,782 | $28.3M | 5.14% | +4,122+2.9% | Added |
| Hilton Capital Management, LLC | 146,713 | $28.2M | 3.03% | −264−0.2% | Reduced |
| Arvest Trust Co N A | 146,286 | $28.2M | 1.70% | −26,327−15.3% | Reduced |
| Centre Asset Management, LLC | 146,257 | $28.2M | 6.80% | −16,466−10.1% | Reduced |
| RNC Capital Management LLC | 146,203 | $28.1M | 1.69% | +1,617+1.1% | Added |
| Intrust Bank NA | 146,180 | $28.1M | 3.27% | −3,015−2.0% | Reduced |
| Fortitude Family Office, LLC | 146,155 | $28.1M | 20.93% | +146,155 | New |
| Hills Bank & Trust Co | 146,142 | $28.1M | 2.75% | −2,060−1.4% | Reduced |
| Somerville Kurt F | 145,900 | $28.1M | 5.29% | −2,983−2.0% | Reduced |
| Ardent Capital Management, Inc. | 145,804 | $28.1M | 14.71% | −255−0.2% | Reduced |
| Kidder Stephen W | 145,732 | $28.1M | 9.04% | −1,735−1.2% | Reduced |
| Rowland & Co Investment Counsel | 145,692 | $28.1M | 6.43% | −2,288−1.5% | Reduced |
| Sterling Investment Advisors, Ltd. | 145,709 | $28.0M | 8.73% | −3,352−2.2% | Reduced |
| Clarius Group, LLC | 145,433 | $28.0M | 2.32% | −11,176−7.1% | Reduced |
| Howe & Rusling Inc | 145,346 | $28.0M | 2.97% | +544+0.4% | Added |
| Whalerock Point Partners, LLC | 145,308 | $28.0M | 8.67% | −2,847−1.9% | Reduced |
| American Money Management, LLC | 145,255 | $28.0M | 6.30% | −1,233−0.8% | Reduced |
| Zevin Asset Management LLC | 145,123 | $27.9M | 5.02% | +1,971+1.4% | Added |
| Segment Wealth Management, LLC | 145,051 | $27.9M | 2.47% | −6,474−4.3% | Reduced |
| Regal Investment Advisors LLC | 144,945 | $27.9M | 2.11% | +4,172+3.0% | Added |
| MidWestOne Financial Group, Inc. | 144,824 | $27.9M | 5.30% | +2,098+1.5% | Added |
| Northern Oak Wealth Management Inc | 144,530 | $27.8M | 3.32% | −14,769−9.3% | Reduced |
| Wealthcare Advisory Partners LLC | 144,526 | $27.8M | 1.11% | −4,376−2.9% | Reduced |
| Embree Financial Group | 144,319 | $27.8M | 5.84% | +144,319 | New |
| Gluskin Sheff & Assoc Inc | 144,138 | $27.8M | 2.74% | −48,522−25.2% | Reduced |
| XML Financial, LLC | 144,110 | $27.7M | 2.93% | −8,133−5.3% | Reduced |
| Hayek Kallen Investment Management | 143,996 | $27.7M | 11.57% | −1,520−1.0% | Reduced |
| Front Row Advisors LLC | 143,817 | $27.7M | 12.72% | −374−0.3% | Reduced |
| Capital Asset Advisory Services LLC | 143,788 | $27.7M | 1.71% | +1,211+0.8% | Added |
| Confluence Wealth Services, Inc. | 143,777 | $27.7M | 3.04% | +3,533+2.5% | Added |
| Centaurus Financial, Inc. | 143,713 | $27.7M | 2.10% | −5,557−3.7% | Reduced |
| Gryphon Financial Partners LLC | 147,458 | $27.6M | 4.90% | +19,858+15.6% | Added |
| Martin Capital Advisors, LLP | 143,532 | $27.6M | 23.33% | −4,036−2.7% | Reduced |
| Dundas Partners LLP | 143,464 | $27.6M | 2.41% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 143,337 | $27.6M | 4.23% | +330+0.2% | Added |
| Princeton Capital Management LLC | 143,326 | $27.6M | 11.12% | +1,198+0.8% | Added |
| Covington Investment Advisors Inc. | 143,236 | $27.6M | 5.01% | −96−0.1% | Reduced |
| Wellington Shields Capital Management, LLC | 142,948 | $27.5M | 3.43% | −5,727−3.9% | Reduced |
| David Loasby | 151,627 | $27.5M | 2.95% | −7,777−4.9% | Reduced |
| Financial Advisory Service, Inc. | 142,540 | $27.4M | 2.61% | +2,177+1.6% | Added |
| McKinley Carter Wealth Services, Inc. | 142,193 | $27.4M | 2.00% | +7,603+5.6% | Added |
| West Branch Capital LLC | 141,871 | $27.3M | 12.84% | +3,835+2.8% | Added |
| Segall Bryant & Hamill, LLC | 141,842 | $27.3M | 0.53% | −1,129,385−88.8% | Reduced |
| CIC Wealth, LLC | 141,717 | $27.3M | 8.65% | +5,107+3.7% | Added |
| Lazard Freres Gestion S.A.S. | 140,930 | $27.2M | 0.78% | −35,261−20.0% | Reduced |
| Verity & Verity, LLC | 141,229 | $27.2M | 3.12% | −184−0.1% | Reduced |
| Canandaigua National Bank & Trust Co | 140,887 | $27.1M | 4.19% | −3,131−2.2% | Reduced |
| Leo Wealth, LLC | 149,181 | $27.1M | 2.81% | +149,181 | New |
| Abner Herrman & Brock LLC | 140,485 | $27.0M | 3.80% | +2,861+2.1% | Added |
| Resolute Wealth Strategies, LLC | 140,479 | $27.0M | 18.35% | −1,828−1.3% | Reduced |
| Bridgewater Advisors Inc. | 140,228 | $27.0M | 4.09% | +2,842+2.1% | Added |
| Overbrook Management Corp | 140,211 | $27.0M | 5.46% | −424−0.3% | Reduced |
| Ironvine Capital Partners, LLC | 140,172 | $27.0M | 3.24% | −300.0% | Reduced |
| TrimTabs Asset Management, LLC | 139,923 | $26.9M | 7.82% | +62,674+81.1% | Added |
| Freemont Management S.A. | 139,700 | $26.9M | 3.38% | 00.0% | Unchanged |
| Monetary Management Group Inc | 139,503 | $26.9M | 8.38% | −8,150−5.5% | Reduced |
| Addenda Capital Inc. | 139,287 | $26.8M | 1.05% | −4,270−3.0% | Reduced |
| NTV Asset Management LLC | 139,282 | $26.8M | 4.52% | −9,876−6.6% | Reduced |
| First Hawaiian Bank | 139,238 | $26.8M | 0.84% | −6,263−4.3% | Reduced |
| Gilliland Jeter Wealth Management LLC | 138,876 | $26.7M | 11.06% | +138,876 | New |
| Matrix Asset Advisors Inc | 138,860 | $26.7M | 3.40% | −999−0.7% | Reduced |
| Cumberland Partners Ltd | 155,748 | $26.7M | 2.44% | −1,093−0.7% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 138,570 | $26.7M | 0.05% | −9,973−6.7% | Reduced |
| Guinness Asset Management LTD | 138,452 | $26.7M | 0.58% | +1,056+0.8% | Added |
| JCIC Asset Management Inc. | 138,162 | $26.6M | 11.87% | −532−0.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 137,883 | $26.5M | 4.85% | +233+0.2% | Added |
| Callan Capital, LLC | 137,730 | $26.5M | 2.50% | +24,003+21.1% | Added |
| Laurel Wealth Advisors LLC | 137,618 | $26.5M | 5.07% | +160+0.1% | Added |
| Augustine Asset Management Inc | 137,306 | $26.4M | 11.70% | +3,982+3.0% | Added |
| NWF Advisory Services Inc. | 137,306 | $26.4M | 5.26% | +1,409+1.0% | Added |
| New Hampshire Trust | 137,145 | $26.4M | 6.35% | −3,456−2.5% | Reduced |
| Tyche Wealth Partners LLC | 137,059 | $26.4M | 6.36% | +137,059 | New |
| Fairview Capital Investment Management, LLC | 136,923 | $26.4M | 1.57% | +2,675+2.0% | Added |
| Oxbow Advisors, LLC | 136,897 | $26.4M | 4.00% | −15,058−9.9% | Reduced |
| Alley Investment Management Company, LLC | 136,642 | $26.3M | 3.84% | +7,323+5.7% | Added |
| Premier Path Wealth Partners, LLC | 136,449 | $26.2M | 5.81% | +136,449 | New |
| Hoertkorn Richard Charles | 136,168 | $26.2M | 11.82% | −767−0.6% | Reduced |
| Monograph Wealth Advisors, LLC | 136,102 | $26.2M | 4.70% | −1,238−0.9% | Reduced |
| Semus Wealth Partners LLC | 135,878 | $26.2M | 21.44% | −582−0.4% | Reduced |
| Ironwood Investment Counsel, LLC | 135,718 | $26.1M | 4.88% | −5,575−3.9% | Reduced |
| Bourne Lent Asset Management Inc | 135,647 | $26.1M | 10.60% | −24,130−15.1% | Reduced |
| True North Advisors, LLC | 135,389 | $26.1M | 6.69% | −3,175−2.3% | Reduced |
| Scissortail Wealth Management, LLC | 135,809 | $26.0M | 8.25% | +85,707+171.1% | Added |
| Private Advisory Group LLC | 135,199 | $26.0M | 4.52% | −107−0.1% | Reduced |
| Syon Capital LLC | 134,977 | $26.0M | 2.66% | +29,956+28.5% | Added |
| CFO4Life Group, LLC | 134,966 | $26.0M | 4.96% | −1,266−0.9% | Reduced |
| Benin Management CORP | 134,911 | $26.0M | 8.85% | −87−0.1% | Reduced |
| Colonial Trust Co | 134,666 | $25.9M | 5.40% | +6,069+4.7% | Added |