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 |
|---|---|---|---|---|---|
| Titan Global Capital Management USA LLC | 97,316 | $18.7M | 3.84% | +3,249+3.5% | Added |
| Cypress Capital Management LLC (WY) | 97,284 | $18.7M | 20.53% | +876+0.9% | Added |
| Act Two Investors LLC | 97,097 | $18.7M | 4.04% | +6,445+7.1% | Added |
| HFR Wealth Management, LLC | 97,075 | $18.7M | 5.07% | −272−0.3% | Reduced |
| Grandfield & Dodd, LLC | 97,027 | $18.7M | 1.29% | −4,763−4.7% | Reduced |
| Optimum Investment Advisors | 96,996 | $18.7M | 9.40% | +986+1.0% | Added |
| Berkshire Bank | 96,796 | $18.6M | 4.93% | −2,107−2.1% | Reduced |
| SkyOak Wealth, LLC | 96,763 | $18.6M | 4.85% | −4,003−4.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 96,762 | $18.6M | 2.30% | +10,396+12.0% | Added |
| Mayflower Financial Advisors, LLC | 101,279 | $18.6M | 2.57% | −1,253−1.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 96,666 | $18.6M | 1.95% | +640+0.7% | Added |
| Liberty Capital Management, Inc. | 96,396 | $18.6M | 4.87% | −3,130−3.1% | Reduced |
| Bill Few Associates, Inc. | 96,251 | $18.5M | 8.45% | +5,393+5.9% | Added |
| Miramar Capital, LLC | 96,205 | $18.5M | 4.83% | −4,185−4.2% | Reduced |
| Full Sail Capital, LLC | 96,124 | $18.5M | 1.41% | +954+1.0% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 96,100 | $18.5M | 1.23% | −2,236−2.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 95,963 | $18.5M | 8.16% | −467−0.5% | Reduced |
| HFG Wealth Management, LLC | 95,900 | $18.5M | 4.53% | +95,900 | New |
| Renaissance Investment Group LLC | 95,870 | $18.5M | 4.59% | −1,509−1.5% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 95,841 | $18.5M | 3.30% | +410+0.4% | Added |
| Stonebridge Capital Management Inc | 95,838 | $18.5M | 9.00% | −700−0.7% | Reduced |
| Wealth Effects LLC | 95,838 | $18.5M | 6.94% | +5,779+6.4% | Added |
| Armstrong Advisory Group, Inc | 95,580 | $18.4M | 1.79% | +1,318+1.4% | Added |
| Rench Wealth Management, Inc. | 95,363 | $18.4M | 7.73% | −2,437−2.5% | Reduced |
| Manhattan West Asset Management, LLC | 95,292 | $18.3M | 5.15% | +25,827+37.2% | Added |
| Hodges Capital Management Inc. | 95,246 | $18.3M | 0.98% | +29,023+43.8% | Added |
| Mirador Capital Partners LP | 95,144 | $18.3M | 3.88% | −759−0.8% | Reduced |
| Westside Investment Management, Inc. | 95,089 | $18.3M | 4.68% | −1,191−1.2% | Reduced |
| Jacobi Capital Management LLC | 95,078 | $18.3M | 1.88% | −248−0.3% | Reduced |
| Aries Wealth Management | 94,936 | $18.3M | 6.52% | −1,450−1.5% | Reduced |
| Leuthold Group, LLC | 94,640 | $18.2M | 2.28% | −67−0.1% | Reduced |
| Farmers National Bank | 94,576 | $18.2M | 5.84% | −1,055−1.1% | Reduced |
| Peterson Wealth Services | 94,569 | $18.2M | 7.81% | +94,569 | New |
| Gradient Capital Advisors, LLC | 94,570 | $18.2M | 6.93% | −4,018−4.1% | Reduced |
| Peak Planning Group, LLC | 94,199 | $18.1M | 13.05% | −1,359−1.4% | Reduced |
| Walter & Keenan Financial Consulting Co | 94,002 | $18.1M | 6.47% | −659−0.7% | Reduced |
| EagleClaw Capital Managment, LLC | 93,965 | $18.1M | 3.77% | +3,750+4.2% | Added |
| Red Lighthouse Investment Management, LLC | 93,858 | $18.1M | 7.58% | −1,702−1.8% | Reduced |
| Green Harvest Asset Management LLC | 93,787 | $18.1M | 0.54% | +9,186+10.9% | Added |
| Twin Lakes Capital Management, LLC | 93,763 | $18.1M | 12.35% | −487−0.5% | Reduced |
| Sunbelt Securities, Inc. | 93,726 | $18.0M | 2.27% | −1,417−1.5% | Reduced |
| Udine Wealth Management, Inc. | 93,693 | $18.0M | 14.36% | −2,204−2.3% | Reduced |
| Marcum Wealth, LLC | 93,650 | $18.0M | 1.92% | −2,958−3.1% | Reduced |
| Global Endowment Management, LP | 93,625 | $18.0M | 2.01% | +36,160+62.9% | Added |
| Bienville Capital Management, LLC | 93,492 | $18.0M | 5.49% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 93,456 | $18.0M | 11.46% | −4,922−5.0% | Reduced |
| Werba Rubin Papier Wealth Management | 93,440 | $18.0M | 6.11% | −370−0.4% | Reduced |
| Toth Financial Advisory Corp | 93,226 | $17.9M | 2.44% | −1,605−1.7% | Reduced |
| Kapstone Financial Advisors LLC | 92,438 | $17.9M | 14.07% | −501−0.5% | Reduced |
| AIMZ Investment Advisors, LLC | 93,098 | $17.9M | 7.26% | −1,930−2.0% | Reduced |
| Managed Asset Portfolios, LLC | 93,071 | $17.9M | 2.72% | −220.0% | Reduced |
| Brave Asset Management Inc | 93,013 | $17.9M | 5.04% | −243−0.3% | Reduced |
| First PREMIER Bank | 92,948 | $17.9M | 5.02% | −630−0.7% | Reduced |
| Westbourne Investment Advisors, Inc. | 92,914 | $17.9M | 7.16% | −691−0.7% | Reduced |
| Guardian Asset Advisors, LLC | 92,856 | $17.9M | 16.77% | +92,856 | New |
| Norris Perne & French LLP | 92,794 | $17.9M | 1.38% | −6,358−6.4% | Reduced |
| GAM Holding AG | 92,787 | $17.9M | 1.33% | −180−0.2% | Reduced |
| St. Clair Advisors, LLC | 92,744 | $17.9M | 6.16% | −902−1.0% | Reduced |
| EPG Wealth Management LLC | 96,467 | $17.9M | 4.70% | −1,481−1.5% | Reduced |
| DF Dent & Co Inc | 92,625 | $17.8M | 0.24% | +6,578+7.6% | Added |
| Bowie Capital Management, LLC | 92,502 | $17.8M | 2.01% | +2,502+2.8% | Added |
| Parallax Volatility Advisers, L.P. | 92,490 | $17.8M | 0.49% | +92,490 | New |
| Osher Van de Voorde Investment Management | 92,325 | $17.8M | 3.91% | +5,317+6.1% | Added |
| Carolinas Wealth Consulting LLC | 92,315 | $17.8M | 3.87% | −767−0.8% | Reduced |
| Herold Advisors, Inc. | 92,262 | $17.8M | 4.91% | −505−0.5% | Reduced |
| Little House Capital LLC | 92,154 | $17.7M | 6.47% | +4,093+4.6% | Added |
| MCF Advisors LLC | 91,912 | $17.7M | 1.45% | −200−0.2% | Reduced |
| Providence Capital Advisors, LLC | 91,870 | $17.7M | 4.24% | +27,040+41.7% | Added |
| PDS Planning, Inc | 91,866 | $17.7M | 2.01% | +2,754+3.1% | Added |
| Schonfeld Strategic Advisors LLC | 91,770 | $17.7M | 0.15% | −9,956−9.8% | Reduced |
| Grandview Asset Management LLC | 91,695 | $17.7M | 9.27% | −1,943−2.1% | Reduced |
| Wright Investors Service Inc | 91,685 | $17.7M | 4.97% | −1,328−1.4% | Reduced |
| Strategic Planning Group, LLC | 190,964 | $17.6M | 5.84% | +190,964 | New |
| Onyx Bridge Wealth Group LLC | 91,369 | $17.6M | 3.55% | +3,773+4.3% | Added |
| Picton Mahoney Asset Management | 91,085 | $17.5M | 0.81% | −10,860−10.7% | Reduced |
| Fusion Capital, LLC | 91,070 | $17.5M | 8.98% | −4,368−4.6% | Reduced |
| S.E.E.D. Planning Group LLC | 90,893 | $17.5M | 7.05% | −1,356−1.5% | Reduced |
| Sabal Trust CO | 90,772 | $17.5M | 1.07% | +14,109+18.4% | Added |
| Zuckerman Investment Group, LLC | 90,644 | $17.5M | 2.25% | +3,280+3.8% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 90,413 | $17.4M | 9.41% | −896−1.0% | Reduced |
| Pegasus Asset Management, Inc. | 90,396 | $17.4M | 7.46% | −2,263−2.4% | Reduced |
| Ninety One SA (PTY) Ltd | 90,373 | $17.4M | 2.65% | +15,729+21.1% | Added |
| Patten Group, Inc. | 90,068 | $17.3M | 4.71% | −4,651−4.9% | Reduced |
| Horan Capital Advisors, LLC. | 89,923 | $17.3M | 6.35% | −1,751−1.9% | Reduced |
| Inlet Private Wealth, LLC | 89,709 | $17.3M | 5.29% | −2,072−2.3% | Reduced |
| Thames Capital Management LLC | 89,685 | $17.3M | 8.90% | −13,279−12.9% | Reduced |
| Larson Financial Group LLC | 89,564 | $17.2M | 1.51% | −9,755−9.8% | Reduced |
| Merriman Wealth Management, LLC | 89,521 | $17.2M | 0.84% | −2,640−2.9% | Reduced |
| Kozak & Associates, Inc. | 93,523 | $17.2M | 5.45% | +11,974+14.7% | Added |
| Hamel Associates, Inc. | 89,190 | $17.2M | 6.05% | −2,254−2.5% | Reduced |
| Eos Management, L.P. | 89,094 | $17.2M | 7.59% | −8,797−9.0% | Reduced |
| Vertex Planning Partners, LLC | 89,079 | $17.2M | 5.08% | +50,574+131.3% | Added |
| O'Rourke & Company, Inc | 89,060 | $17.1M | 11.05% | +82+0.1% | Added |
| United Capital Management of KS, Inc. | 89,018 | $17.1M | 5.18% | −472−0.5% | Reduced |
| Hendley & Co Inc | 88,880 | $17.1M | 6.66% | −10,657−10.7% | Reduced |
| Bank of New Hampshire | 88,677 | $17.1M | 4.84% | −1,286−1.4% | Reduced |
| BCJ Capital Management, LLC | 88,456 | $17.0M | 1.48% | +1,059+1.2% | Added |
| Raab & Moskowitz Asset Management LLC | 88,135 | $17.0M | 5.36% | +979+1.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 88,120 | $17.0M | 2.67% | −965−1.1% | Reduced |
| Carroll Investors, Inc | 87,575 | $16.9M | 13.99% | −9,202−9.5% | Reduced |