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 |
|---|---|---|---|---|---|
| City Holding Co | 134,460 | $25.9M | 4.17% | −4,605−3.3% | Reduced |
| Legacy Capital Group California, Inc. | 134,133 | $25.8M | 9.98% | +35,326+35.8% | Added |
| Arjuna Capital | 134,072 | $25.8M | 8.08% | +10,422+8.4% | Added |
| Koshinski Asset Management, Inc. | 134,064 | $25.8M | 3.92% | −40,498−23.2% | Reduced |
| Steele Capital Management, Inc. | 133,888 | $25.8M | 1.68% | +133,888 | New |
| Oxford Financial Group Ltd | 133,707 | $25.7M | 1.91% | −2,448−1.8% | Reduced |
| Johnson Financial Group, Inc. | 133,551 | $25.7M | 1.41% | −724−0.5% | Reduced |
| Beck Mack & Oliver LLC | 133,468 | $25.7M | 0.60% | −795−0.6% | Reduced |
| JFS Wealth Advisors, LLC | 133,161 | $25.6M | 2.18% | −9,899−6.9% | Reduced |
| AIA Group Ltd | 132,862 | $25.6M | 1.05% | +17,064+14.7% | Added |
| Nicollet Investment Management, Inc. | 132,780 | $25.6M | 10.42% | −3,409−2.5% | Reduced |
| Cypress Wealth Services, LLC | 132,731 | $25.6M | 6.37% | −1,145−0.9% | Reduced |
| San Luis Wealth Advisors LLC | 132,427 | $25.5M | 10.77% | +2,307+1.8% | Added |
| CCM Investment Advisers LLC | 132,297 | $25.5M | 3.13% | −1,066−0.8% | Reduced |
| Copeland Capital Management, LLC | 132,164 | $25.4M | 0.51% | −2,885−2.1% | Reduced |
| LVW Advisors, LLC | 131,756 | $25.4M | 4.75% | +2,578+2.0% | Added |
| Trustmark National Bank Trust Department | 131,607 | $25.3M | 2.31% | +1,403+1.1% | Added |
| LSV Asset Management | 131,500 | $25.3M | 0.06% | −3,600−2.7% | Reduced |
| Perennial Advisors, LLC | 131,457 | $25.3M | 6.23% | −349−0.3% | Reduced |
| Founders Financial Alliance, LLC | 131,364 | $25.3M | 9.81% | −328−0.2% | Reduced |
| Continuum Advisory, LLC | 131,049 | $25.2M | 3.59% | −62,998−32.5% | Reduced |
| Southland Equity Partners LLC | 131,018 | $25.2M | 7.88% | −591−0.4% | Reduced |
| Sigma Investment Counselors Inc | 130,937 | $25.2M | 1.78% | −479−0.4% | Reduced |
| Woodline Partners LP | 130,519 | $25.1M | 0.27% | −801−0.6% | Reduced |
| Selway Asset Management | 130,199 | $25.1M | 10.53% | −3,815−2.8% | Reduced |
| Pettyjohn, Wood & White, Inc | 130,146 | $25.1M | 5.43% | +1,470+1.1% | Added |
| Spectrum Wealth Counsel, LLC | 130,100 | $25.0M | 3.47% | +130,100 | New |
| Te Ahumairangi Investment Management Ltd | 130,075 | $25.0M | 4.74% | −39,755−23.4% | Reduced |
| MSA Advisors, LLC | 130,061 | $25.0M | 8.72% | +130,061 | New |
| Elk River Wealth Management, LLC | 130,025 | $25.0M | 4.81% | −220.0% | Reduced |
| Grand Jean Capital Management Inc | 130,007 | $25.0M | 7.48% | −3,057−2.3% | Reduced |
| Chickasaw Capital Management LLC | 129,867 | $25.0M | 1.31% | −457−0.4% | Reduced |
| Legacy Advisors, LLC | 129,797 | $25.0M | 3.23% | +11,674+9.9% | Added |
| 1776 Wealth LLC | 129,753 | $25.0M | 12.38% | +3,892+3.1% | Added |
| Foster Group, Inc. | 145,366 | $24.9M | 1.52% | 00.0% | Unchanged |
| Chicago Trust Co NA | 129,233 | $24.9M | 5.53% | −9,790−7.0% | Reduced |
| Sowa Financial Group, Inc. | 129,069 | $24.9M | 20.28% | −6,009−4.4% | Reduced |
| Winch Advisory Services, LLC | 128,064 | $24.7M | 8.18% | −2,224−1.7% | Reduced |
| Cyndeo Wealth Partners, LLC | 128,007 | $24.6M | 2.28% | +19,311+17.8% | Added |
| Atwood & Palmer Inc | 127,987 | $24.6M | 1.99% | +855+0.7% | Added |
| Parthenon LLC | 127,873 | $24.6M | 3.40% | +289+0.2% | Added |
| Wealth Architects, LLC | 127,843 | $24.6M | 3.45% | +3,643+2.9% | Added |
| Regatta Capital Group, LLC | 127,741 | $24.6M | 6.47% | −959−0.7% | Reduced |
| Simmons Bank | 127,706 | $24.6M | 2.01% | +7,297+6.1% | Added |
| Hudson Valley Investment Advisors Inc | 132,399 | $24.6M | 3.36% | −12,748−8.8% | Reduced |
| Pioneer Trust Bank N A | 127,590 | $24.6M | 7.32% | +3,751+3.0% | Added |
| Consolidated Portfolio Review Corp | 127,423 | $24.5M | 5.60% | +5,279+4.3% | Added |
| StoneX Group Inc. | 127,239 | $24.5M | 2.43% | +13,054+11.4% | Added |
| Laidlaw Wealth Management LLC | 127,089 | $24.5M | 8.89% | −14,755−10.4% | Reduced |
| Proequities, Inc. | 135,196 | $24.4M | 1.75% | +132+0.1% | Added |
| Wallington Asset Management, LLC | 126,413 | $24.3M | 4.10% | +1,491+1.2% | Added |
| TCI Wealth Advisors, Inc. | 126,302 | $24.3M | 2.59% | −1,762−1.4% | Reduced |
| Citizens National Bank Trust Department | 125,826 | $24.2M | 6.15% | −1,623−1.3% | Reduced |
| Bensler, LLC | 125,823 | $24.2M | 4.02% | −580−0.5% | Reduced |
| Clarity Wealth Advisors, LLC | 125,678 | $24.2M | 9.15% | −286−0.2% | Reduced |
| Holderness Investments Co | 125,437 | $24.2M | 6.63% | +31,539+33.6% | Added |
| Cornerstone Advisory, LLC | 125,428 | $24.1M | 3.77% | −3,883−3.0% | Reduced |
| Peak Asset Management, LLC | 125,347 | $24.1M | 5.31% | −1,545−1.2% | Reduced |
| Harvey Capital Management Inc | 125,319 | $24.1M | 8.01% | −879−0.7% | Reduced |
| Money Concepts Capital Corp | 125,261 | $24.1M | 2.24% | −1,610−1.3% | Reduced |
| Tradition Wealth Management, LLC | 124,997 | $24.1M | 2.52% | −361−0.3% | Reduced |
| Arlington Financial Advisors, LLC | 124,954 | $24.1M | 7.19% | −8,088−6.1% | Reduced |
| Security National Bank | 124,248 | $23.9M | 5.40% | +1,645+1.3% | Added |
| Quent Capital, LLC | 124,118 | $23.9M | 3.21% | +2,507+2.1% | Added |
| Quantum Private Wealth, LLC | 124,000 | $23.9M | 9.99% | −138−0.1% | Reduced |
| Fundamentun, LLC | 123,940 | $23.9M | 2.82% | +171+0.1% | Added |
| Main Street Financial Solutions, LLC | 123,845 | $23.8M | 3.08% | +4,430+3.7% | Added |
| Beverly Hills Private Wealth, LLC | 123,814 | $23.8M | 6.22% | −523−0.4% | Reduced |
| Valicenti Advisory Services Inc | 123,692 | $23.8M | 7.24% | −1,068−0.9% | Reduced |
| Levin Capital Strategies, L.P. | 123,582 | $23.8M | 2.64% | −7,278−5.6% | Reduced |
| Canal Capital Management, LLC | 123,429 | $23.8M | 4.40% | +1,099+0.9% | Added |
| Arrow Financial Corp | 123,268 | $23.7M | 2.46% | −6,519−5.0% | Reduced |
| Searle & Co. | 123,199 | $23.7M | 6.49% | −427−0.3% | Reduced |
| Horiko Capital Management LLC | 122,894 | $23.7M | 8.50% | +18,644+17.9% | Added |
| PKO Investment Management Joint-Stock Co | 123,000 | $23.7M | 2.96% | −15,000−10.9% | Reduced |
| Mitchell Sinkler & Starr | 122,858 | $23.7M | 4.30% | +14,177+13.0% | Added |
| Broderick Brian C | 122,792 | $23.6M | 5.90% | +1,665+1.4% | Added |
| Hamilton Wealth, LLC | 122,787 | $23.6M | 7.44% | +500.0% | Added |
| First Trust Investment Solutions L.P. | 122,710 | $23.6M | 4.92% | +122,710 | New |
| Cypress Asset Management Inc | 122,701 | $23.6M | 7.11% | −805−0.7% | Reduced |
| Summit X, LLC | 122,684 | $23.6M | 6.73% | +130.0% | Added |
| Arcadia Investment Management Corp | 122,676 | $23.6M | 4.51% | −1,025−0.8% | Reduced |
| Institute for Wealth Management, LLC. | 122,660 | $23.6M | 3.85% | −2,830−2.3% | Reduced |
| Ignite Planners, LLC | 127,052 | $23.6M | 7.00% | −99−0.1% | Reduced |
| Cardiff Park Advisors, LLC | 122,458 | $23.6M | 2.62% | +3,549+3.0% | Added |
| Mark Asset Management LP | 122,199 | $23.5M | 3.83% | −1,010−0.8% | Reduced |
| Conning Inc. | 121,933 | $23.5M | 0.82% | +279+0.2% | Added |
| J. W. Coons Advisors, LLC | 121,860 | $23.5M | 6.35% | −1,298−1.1% | Reduced |
| Edge Capital Group, LLC | 121,826 | $23.5M | 1.31% | +782+0.6% | Added |
| Occidental Asset Management, LLC | 121,812 | $23.5M | 4.86% | +1,298+1.1% | Added |
| Facet Wealth, Inc. | 123,863 | $23.4M | 0.90% | +16,178+15.0% | Added |
| Ithaka Group LLC | 121,419 | $23.4M | 4.62% | −16,764−12.1% | Reduced |
| Rockline Wealth Management, LLC | 121,313 | $23.4M | 9.70% | +121,313 | New |
| Patton Albertson Miller Group, LLC | 121,026 | $23.3M | 3.89% | +3,151+2.7% | Added |
| Golden State Equity Partners | 120,876 | $23.3M | 5.65% | +2,136+1.8% | Added |
| Platform Technology Partners | 124,255 | $23.3M | 9.04% | −3,696−2.9% | Reduced |
| Garde Capital, Inc. | 120,690 | $23.2M | 1.77% | +5,455+4.7% | Added |
| Sierra Summit Advisors LLC | 120,669 | $23.2M | 6.78% | +120,669 | New |
| Financial Avengers, Inc. | 120,516 | $23.2M | 13.95% | −976−0.8% | Reduced |
| Inscription Capital, LLC | 120,229 | $23.1M | 6.33% | +29,724+32.8% | Added |