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 |
|---|---|---|---|---|---|
| Moloney Securities Asset Management, LLC | 106,453 | $20.5M | 3.28% | −3,658−3.3% | Reduced |
| Tufton Capital Management | 106,417 | $20.5M | 4.30% | −5,755−5.1% | Reduced |
| Financial Partners Group, Inc | 106,392 | $20.5M | 3.67% | +1,507+1.4% | Added |
| Focused Wealth Management, Inc | 106,386 | $20.5M | 3.37% | +9,091+9.3% | Added |
| Clough Capital Partners L P | 106,370 | $20.5M | 2.27% | −12,500−10.5% | Reduced |
| Janney Capital Management LLC | 106,238 | $20.5M | 1.37% | −8,676−7.5% | Reduced |
| Navalign, LLC | 106,216 | $20.4M | 7.14% | −17,193−13.9% | Reduced |
| FORA Capital, LLC | 105,850 | $20.4M | 1.75% | −8,470−7.4% | Reduced |
| Nikko Asset Management Americas, Inc. | 105,724 | $20.4M | 0.20% | −7,508−6.6% | Reduced |
| Harrell Investment Partners, LLC | 105,586 | $20.3M | 6.32% | +347+0.3% | Added |
| Crescent Grove Advisors, LLC | 105,450 | $20.3M | 2.26% | −549−0.5% | Reduced |
| WESPAC Advisors SoCal, LLC | 105,426 | $20.3M | 5.91% | +252+0.2% | Added |
| First National Advisers, LLC | 105,396 | $20.3M | 5.84% | +32,099+43.8% | Added |
| Laird Norton Trust Company, LLC | 105,327 | $20.3M | 2.40% | +79,135+302.1% | Added |
| BFSG, LLC | 105,323 | $20.3M | 2.96% | +4,616+4.6% | Added |
| Warther Private Wealth, LLC | 105,287 | $20.3M | 11.35% | −7,578−6.7% | Reduced |
| Vishria Bird Financial Group, LLC | 105,254 | $20.3M | 9.58% | −3,214−3.0% | Reduced |
| ProVise Management Group, LLC | 105,133 | $20.2M | 1.72% | −135−0.1% | Reduced |
| Cedar Brook Financial Partners, LLC | 108,799 | $20.2M | 4.49% | +1,216+1.1% | Added |
| Insight Advisors, LLC | 104,853 | $20.2M | 4.27% | +549+0.5% | Added |
| Key Financial Inc | 104,761 | $20.2M | 5.51% | −360.0% | Reduced |
| Cadinha & Co LLC | 104,701 | $20.2M | 3.22% | −870−0.8% | Reduced |
| DCM Advisors, LLC | 104,545 | $20.1M | 7.21% | +114+0.1% | Added |
| PFC Capital Group, Inc. | 104,283 | $20.1M | 11.92% | +104,283 | New |
| Cim, LLC | 108,632 | $20.0M | 3.12% | −387−0.4% | Reduced |
| Atlas Private Wealth Advisors | 103,965 | $20.0M | 3.72% | −320.0% | Reduced |
| Northstar Asset Management Inc | 103,948 | $20.0M | 5.78% | −1,003−1.0% | Reduced |
| Ellevest, Inc. | 103,811 | $20.0M | 1.36% | +3,674+3.7% | Added |
| Meridian Wealth Advisors, LLC | 103,589 | $19.9M | 4.37% | −174−0.2% | Reduced |
| Howard Financial Services, Ltd. | 103,548 | $19.9M | 3.85% | +21,502+26.2% | Added |
| Northwest Bank & Trust Co | 103,458 | $19.9M | 17.96% | +103,458 | New |
| Central Bank & Trust Co | 103,162 | $19.9M | 3.08% | +1,709+1.7% | Added |
| Capital Planning Advisors, LLC | 102,717 | $19.8M | 3.74% | −2,958−2.8% | Reduced |
| Sepio Capital, LP | 102,712 | $19.8M | 1.66% | −20,742−16.8% | Reduced |
| MONECO Advisors, LLC | 102,705 | $19.8M | 3.77% | +7,849+8.3% | Added |
| Slow Capital, Inc. | 102,665 | $19.8M | 3.44% | −5,821−5.4% | Reduced |
| GFG Capital, LLC | 102,635 | $19.8M | 5.33% | +1,486+1.5% | Added |
| Gilder Gagnon Howe & Co LLC | 102,629 | $19.8M | 0.27% | −23,851−18.9% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 101,991 | $19.7M | 1.78% | −422−0.4% | Reduced |
| WoodTrust Financial Corp | 102,510 | $19.7M | 3.37% | −1,833−1.8% | Reduced |
| Marks Group Wealth Management, Inc | 102,457 | $19.7M | 2.25% | +4,663+4.8% | Added |
| Bremer Bank National Association | 102,320 | $19.7M | 3.67% | −2,645−2.5% | Reduced |
| Liberty Wealth Management LLC | 102,414 | $19.7M | 4.22% | +6,879+7.2% | Added |
| Weil Company, Inc. | 102,187 | $19.7M | 8.64% | −84−0.1% | Reduced |
| Beach Investment Counsel Inc | 102,109 | $19.7M | 2.43% | −17,461−14.6% | Reduced |
| Proficio Capital Partners LLC | 102,087 | $19.7M | 2.43% | +3,792+3.9% | Added |
| Hamilton Point Investment Advisors, LLC | 102,040 | $19.6M | 3.97% | +1,353+1.3% | Added |
| NFJ Investment Group, LLC | 101,987 | $19.6M | 0.54% | −3,618−3.4% | Reduced |
| STF Management LP | 101,984 | $19.6M | 9.23% | −17,156−14.4% | Reduced |
| Financial Engines Advisors L.L.C. | 101,952 | $19.6M | 0.05% | +17,357+20.5% | Added |
| Villere St Denis J & Co LLC | 101,863 | $19.6M | 1.62% | −4,230−4.0% | Reduced |
| Brandywine Oak Private Wealth LLC | 101,841 | $19.6M | 2.18% | −5,811−5.4% | Reduced |
| Ipswich Investment Management Co., Inc. | 101,767 | $19.6M | 4.95% | −1,802−1.7% | Reduced |
| 180 Wealth Advisors, LLC | 105,482 | $19.6M | 3.92% | −608−0.6% | Reduced |
| GSG Advisors LLC | 105,909 | $19.5M | 7.34% | +4,793+4.7% | Added |
| Jeppson Wealth Management, LLC | 101,345 | $19.5M | 8.08% | −631−0.6% | Reduced |
| First Dallas Securities Inc. | 101,276 | $19.5M | 10.05% | +88,135+670.7% | Added |
| Edgestream Partners, L.P. | 101,277 | $19.5M | 1.40% | −29,590−22.6% | Reduced |
| Asset Management Group, Inc. | 101,213 | $19.5M | 3.90% | −350.0% | Reduced |
| Rheos Capital Works Inc. | 101,200 | $19.5M | 1.08% | −5,000−4.7% | Reduced |
| Accent Capital Management, LLC | 100,911 | $19.4M | 15.33% | +100,911 | New |
| MBL Wealth, LLC | 100,865 | $19.4M | 2.43% | −1,018−1.0% | Reduced |
| McCollum Christoferson Group LLC | 100,637 | $19.4M | 5.86% | −2,456−2.4% | Reduced |
| Sage Mountain Advisors LLC | 100,238 | $19.3M | 2.24% | −6,119−5.8% | Reduced |
| Guyasuta Investment Advisors Inc | 100,142 | $19.3M | 1.39% | +255+0.3% | Added |
| Perkins Coie Trust Co | 100,112 | $19.3M | 4.87% | −3,289−3.2% | Reduced |
| Ellis Investment Partners, LLC | 100,100 | $19.3M | 4.48% | +343+0.3% | Added |
| Round Rock Advisors, LLC | 100,031 | $19.3M | 4.85% | +54,174+118.1% | Added |
| O'Dell Group, LLC | 100,031 | $19.3M | 5.04% | +3,968+4.1% | Added |
| Nelson Capital Management, LLC | 100,026 | $19.3M | 4.31% | +3,947+4.1% | Added |
| Covenant Asset Management, LLC | 99,782 | $19.2M | 5.35% | −3,255−3.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 99,723 | $19.2M | 3.77% | +2,310+2.4% | Added |
| Armstrong, Fleming & Moore, Inc | 99,697 | $19.2M | 14.46% | −1,172−1.2% | Reduced |
| Mosaic Family Wealth Partners, LLC | 99,687 | $19.2M | 3.31% | +20,999+26.7% | Added |
| Vista Wealth Management Group, LLC | 99,653 | $19.2M | 1.63% | +2,761+2.8% | Added |
| Westhampton Capital, LLC | 99,545 | $19.2M | 11.41% | −623−0.6% | Reduced |
| FRG Family Wealth Advisors LLC | 99,485 | $19.2M | 3.89% | −1,748−1.7% | Reduced |
| Lathrop Investment Management Corp | 99,299 | $19.1M | 3.90% | −11,951−10.7% | Reduced |
| BSW Wealth Partners | 99,282 | $19.1M | 3.79% | −440.0% | Reduced |
| Creative Financial Designs Inc | 99,250 | $19.1M | 1.94% | −2,088−2.1% | Reduced |
| Stockman Wealth Management, Inc. | 99,242 | $19.1M | 3.81% | +62+0.1% | Added |
| Zions Bancorporation, N.A. | 99,235 | $19.1M | 1.31% | +2,192+2.3% | Added |
| Berkley W R Corp | 99,200 | $19.1M | 1.38% | +99,200 | New |
| Rappaport Reiches Capital Management, LLC | 99,180 | $19.1M | 6.99% | +237+0.2% | Added |
| Adams Asset Advisors, LLC | 99,115 | $19.1M | 2.57% | −258−0.3% | Reduced |
| Horizon Investments, LLC | 99,237 | $19.1M | 0.53% | −105,945−51.6% | Reduced |
| Parkside Investments, LLC | 98,780 | $19.0M | 3.22% | −2,056−2.0% | Reduced |
| Family Management Corp | 98,739 | $19.0M | 3.95% | +11,321+13.0% | Added |
| Harbor Island Capital LLC | 98,738 | $19.0M | 9.43% | 00.0% | Unchanged |
| Capital City Trust Co | 98,601 | $19.0M | 5.65% | −803−0.8% | Reduced |
| Taylor Hoffman Wealth Management | 98,456 | $19.0M | 8.55% | −1,863−1.9% | Reduced |
| Angeles Wealth Management, LLC | 98,408 | $18.9M | 2.31% | −2,887−2.9% | Reduced |
| Paragon Capital Management LLC | 98,307 | $18.9M | 10.74% | −2,518−2.5% | Reduced |
| Schubert & Co | 98,289 | $18.9M | 17.13% | −565−0.6% | Reduced |
| Frisch Financial Group, Inc. | 98,047 | $18.9M | 7.12% | −3,845−3.8% | Reduced |
| SOL Capital Management CO | 98,013 | $18.9M | 2.56% | +2,626+2.8% | Added |
| Ridgecrest Wealth Partners, LLC | 97,937 | $18.9M | 12.46% | −2,120−2.1% | Reduced |
| RFP Financial Group LLC | 97,824 | $18.8M | 7.71% | +88+0.1% | Added |
| First Interstate Bank | 97,598 | $18.8M | 1.39% | −4,001−3.9% | Reduced |
| Change Path, LLC | 97,344 | $18.7M | 1.20% | +7,351+8.2% | Added |