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 |
|---|---|---|---|---|---|
| Concentrum Wealth Management | 120,198 | $23.1M | 12.08% | −2,240−1.8% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 120,123 | $23.1M | 2.73% | −3,406−2.8% | Reduced |
| Millennium Capital Advisors, LLC | 120,076 | $23.1M | 17.68% | −421−0.3% | Reduced |
| Clarity Financial LLC | 120,074 | $23.1M | 4.07% | −15,344−11.3% | Reduced |
| Anchor Investment Management, LLC | 120,071 | $23.1M | 2.65% | +6,255+5.5% | Added |
| RBF Capital, LLC | 120,000 | $23.1M | 1.45% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 119,576 | $23.0M | 6.37% | −2,793−2.3% | Reduced |
| Wells Trecaso Financial Group, LLC | 119,453 | $23.0M | 9.27% | −735−0.6% | Reduced |
| L & S Advisors Inc | 119,279 | $23.0M | 2.80% | −10,366−8.0% | Reduced |
| Acorn Financial Advisory Services Inc | 120,157 | $23.0M | 4.02% | −1,204−1.0% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 119,200 | $22.9M | 7.97% | −5,400−4.3% | Reduced |
| Plancorp, LLC | 118,969 | $22.9M | 1.10% | +2,219+1.9% | Added |
| Brady Family Wealth, LLC | 118,651 | $22.8M | 7.83% | +1,613+1.4% | Added |
| King Wealth | 118,391 | $22.8M | 4.41% | −1,525−1.3% | Reduced |
| Guardian Investment Management | 117,707 | $22.7M | 19.23% | −385−0.3% | Reduced |
| JB Capital LLC | 117,703 | $22.7M | 1.67% | −520.0% | Reduced |
| Galvin, Gaustad & Stein, LLC | 117,700 | $22.7M | 2.12% | −2,147−1.8% | Reduced |
| Prestige Wealth Management Group LLC | 117,521 | $22.6M | 5.14% | −860−0.7% | Reduced |
| Shepherd Financial Partners LLC | 117,340 | $22.6M | 3.21% | +2,539+2.2% | Added |
| RPG Investment Advisory, LLC | 117,328 | $22.6M | 3.68% | −10,256−8.0% | Reduced |
| Nicholas Hoffman & Company, LLC. | 117,254 | $22.6M | 1.36% | −1,256−1.1% | Reduced |
| Old Mission Investment Co LLC | 117,219 | $22.6M | 7.91% | −2,725−2.3% | Reduced |
| Legacy Trust | 117,048 | $22.5M | 5.87% | −5,368−4.4% | Reduced |
| Bellecapital International Ltd. | 116,948 | $22.5M | 5.11% | +1,264+1.1% | Added |
| HTLF Bank | 116,831 | $22.5M | 2.65% | +116,831 | New |
| Whitener Capital Management, Inc. | 116,804 | $22.5M | 8.14% | +4,199+3.7% | Added |
| Ballast Advisors LLC | 116,737 | $22.5M | 8.39% | −11,525−9.0% | Reduced |
| First Western Trust Bank | 116,574 | $22.4M | 1.12% | −2,615−2.2% | Reduced |
| McGuire Investment Group, LLC | 116,313 | $22.4M | 3.74% | +269+0.2% | Added |
| Barlow Wealth Partners, Inc. | 116,309 | $22.4M | 3.18% | +116,309 | New |
| D L Carlson Investment Group Inc | 121,708 | $22.4M | 4.55% | −36,139−22.9% | Reduced |
| Mattern Wealth Management LLC | 116,144 | $22.4M | 5.75% | +4,482+4.0% | Added |
| Morningstar Investment Management LLC | 116,087 | $22.4M | 2.57% | −80.0% | Reduced |
| Scott & Selber, Inc. | 115,991 | $22.3M | 8.38% | −329−0.3% | Reduced |
| Jamison Private Wealth Management, Inc. | 115,971 | $22.3M | 4.18% | −1,254−1.1% | Reduced |
| Oak Harvest Investment Services | 115,946 | $22.3M | 4.46% | +5,247+4.7% | Added |
| Jackson Square Capital, LLC | 115,836 | $22.3M | 7.18% | +2,330+2.1% | Added |
| Claro Advisors LLC | 115,800 | $22.3M | 4.84% | +3,754+3.4% | Added |
| TTP Investments, Inc. | 115,650 | $22.3M | 9.59% | +20,147+21.1% | Added |
| TD Private Client Wealth LLC | 115,344 | $22.2M | 0.80% | −2,687−2.3% | Reduced |
| CMH Wealth Management LLC | 114,983 | $22.1M | 5.37% | −483−0.4% | Reduced |
| Sentinel Trust Co Lba | 114,778 | $22.1M | 2.90% | −160.0% | Reduced |
| Trust Point Inc. | 114,700 | $22.1M | 1.83% | +114,700 | New |
| RMR Wealth Builders | 114,520 | $22.0M | 3.10% | +463+0.4% | Added |
| Plimoth Trust Co LLC | 114,374 | $22.0M | 6.35% | −2,957−2.5% | Reduced |
| Willis Investment Counsel | 114,337 | $22.0M | 1.55% | −196−0.2% | Reduced |
| GenTrust, LLC | 114,163 | $22.0M | 1.45% | −3,638−3.1% | Reduced |
| Chelsea Counsel Co | 114,001 | $21.9M | 11.64% | −6,213−5.2% | Reduced |
| Biechele Royce Advisors | 113,939 | $21.9M | 7.18% | −97−0.1% | Reduced |
| Magnus Financial Group LLC | 113,846 | $21.9M | 2.87% | +1,376+1.2% | Added |
| Tamar Securities, LLC | 113,827 | $21.9M | 4.30% | +17,880+18.6% | Added |
| Haverford Financial Services, Inc. | 113,793 | $21.9M | 6.56% | +299+0.3% | Added |
| Oribel Capital Management, LP | 113,600 | $21.9M | 2.40% | +7,600+7.2% | Added |
| Symmetry Partners, LLC | 112,957 | $21.9M | 1.18% | −4,908−4.2% | Reduced |
| Westover Capital Advisors, LLC | 113,325 | $21.8M | 7.10% | −2,339−2.0% | Reduced |
| Brown Miller Wealth Management, LLC | 113,249 | $21.8M | 10.90% | −1,209−1.1% | Reduced |
| Ronald Blue Trust, Inc. | 127,312 | $21.8M | 0.35% | −16,189−11.3% | Reduced |
| Peddock Capital Advisors, LLC | 113,120 | $21.8M | 6.64% | −1,065−0.9% | Reduced |
| Decatur Capital Management, Inc. | 112,977 | $21.8M | 13.04% | +8,255+7.9% | Added |
| Oak Associates, Ltd | 112,894 | $21.7M | 1.64% | −368−0.3% | Reduced |
| 9258 Wealth Management, LLC | 112,781 | $21.7M | 3.82% | +484+0.4% | Added |
| RKL Wealth Management LLC | 112,722 | $21.7M | 2.35% | +4,098+3.8% | Added |
| Romano Brothers and Company | 112,170 | $21.6M | 3.22% | −10,593−8.6% | Reduced |
| Baader Bank INC | 112,186 | $21.6M | 1.84% | −12,740−10.2% | Reduced |
| Broadleaf Partners, LLC | 112,045 | $21.6M | 6.32% | +1,039+0.9% | Added |
| Jessup Wealth Management, Inc | 111,890 | $21.5M | 10.76% | −164−0.1% | Reduced |
| Prairie Sky Financial Group LLC | 111,706 | $21.5M | 14.03% | +307+0.3% | Added |
| Absher Wealth Management, LLC | 111,621 | $21.5M | 3.23% | −2,684−2.3% | Reduced |
| Intrua Financial, LLC | 111,582 | $21.5M | 3.36% | −15,868−12.5% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 111,343 | $21.4M | 16.35% | +111,343 | New |
| Essex Savings Bank | 111,301 | $21.4M | 6.23% | +7,159+6.9% | Added |
| Aire Advisors, LLC | 111,024 | $21.4M | 5.30% | −1,737−1.5% | Reduced |
| Regent Peak Wealth Advisors LLC | 110,988 | $21.4M | 5.80% | +133+0.1% | Added |
| Marietta Wealth Management, LLC | 110,763 | $21.3M | 3.80% | −713−0.6% | Reduced |
| Abacus Planning Group, Inc. | 110,657 | $21.3M | 4.49% | −5,205−4.5% | Reduced |
| Lester Murray Antman dba SimplyRich | 110,574 | $21.3M | 7.32% | −480−0.4% | Reduced |
| Advisor Resource Council | 110,377 | $21.3M | 2.47% | +66,134+149.5% | Added |
| Riverview Capital Advisers, LLC | 110,360 | $21.2M | 8.15% | +4,153+3.9% | Added |
| Chapin Davis, Inc. | 110,294 | $21.2M | 8.95% | −906−0.8% | Reduced |
| Connecticut Wealth Management, LLC | 110,173 | $21.2M | 1.22% | +10,333+10.3% | Added |
| Smith Anglin Financial, LLC | 110,053 | $21.2M | 2.43% | −5,153−4.5% | Reduced |
| CX Institutional | 109,988 | $21.2M | 1.13% | −27,053−19.7% | Reduced |
| Farmers Trust Co | 109,910 | $21.2M | 4.41% | −4,601−4.0% | Reduced |
| Motco | 109,731 | $21.1M | 1.35% | −2,024−1.8% | Reduced |
| Martin Investment Management, LLC | 109,381 | $21.1M | 6.27% | −10,618−8.8% | Reduced |
| Red Door Wealth Management, LLC | 108,706 | $20.9M | 4.54% | +1,986+1.9% | Added |
| Fulcrum Capital LLC | 108,680 | $20.9M | 5.41% | −11,219−9.4% | Reduced |
| Pictet North America Advisors SA | 108,641 | $20.9M | 2.70% | −3,189−2.9% | Reduced |
| Financial Insights, Inc. | 108,099 | $20.8M | 6.51% | +749+0.7% | Added |
| Benedict Financial Advisors Inc | 107,988 | $20.8M | 5.66% | −1,563−1.4% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 107,957 | $20.8M | 8.61% | −2,736−2.5% | Reduced |
| Asset Dedication, LLC | 107,861 | $20.8M | 1.69% | +1,984+1.9% | Added |
| Paulson Wealth Management Inc. | 107,903 | $20.8M | 6.66% | −785−0.7% | Reduced |
| Bogart Wealth, LLC | 107,434 | $20.7M | 1.17% | −1,459−1.3% | Reduced |
| Atwater Malick LLC | 107,378 | $20.7M | 8.10% | −150−0.1% | Reduced |
| Wellington Shields & Co., LLC | 107,041 | $20.6M | 7.60% | −2,456−2.2% | Reduced |
| Principal Street Partners, LLC | 107,028 | $20.6M | 4.97% | −106,746−49.9% | Reduced |
| FinTrust Capital Advisors, LLC | 106,964 | $20.6M | 4.11% | −1,352−1.2% | Reduced |
| LM Advisors LLC | 106,871 | $20.6M | 4.14% | +106,871 | New |
| Altfest L J & Co Inc | 106,525 | $20.5M | 2.97% | −1,454−1.3% | Reduced |