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 |
|---|---|---|---|---|---|
| Great Lakes Retirement, Inc. | 87,404 | $16.8M | 2.77% | +3,716+4.4% | Added |
| Skopos Labs, Inc. | 87,338 | $16.8M | 8.02% | +87,338 | New |
| New Capital Management LP | 87,143 | $16.8M | 5.31% | +14,130+19.4% | Added |
| Ausdal Financial Partners, Inc. | 86,993 | $16.7M | 2.07% | −552−0.6% | Reduced |
| NBW Capital LLC | 86,957 | $16.7M | 3.67% | −1,111−1.3% | Reduced |
| Guardian Wealth Advisors, LLC | 86,878 | $16.7M | 2.54% | −1,520−1.7% | Reduced |
| Heron Bay Capital Management | 86,811 | $16.7M | 3.87% | −2,609−2.9% | Reduced |
| Clean Yield Group | 86,760 | $16.7M | 7.04% | −255−0.3% | Reduced |
| Eudaimonia Partners, LLC | 86,722 | $16.7M | 4.37% | −34,304−28.3% | Reduced |
| Tanager Wealth Management LLP | 86,654 | $16.7M | 3.03% | −9,555−9.9% | Reduced |
| Lineweaver Wealth Advisors, LLC | 86,625 | $16.7M | 4.32% | +6,962+8.7% | Added |
| Chilton Investment Co LLC | 86,616 | $16.7M | 0.49% | −266,204−75.5% | Reduced |
| Tudor Investment Corp Et Al | 86,613 | $16.7M | 0.23% | −94,054−52.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 86,609 | $16.7M | 8.15% | −5,495−6.0% | Reduced |
| First Long Island Investors, LLC | 86,524 | $16.7M | 1.48% | −5,040−5.5% | Reduced |
| Mattern Capital Management, LLC | 86,455 | $16.6M | 2.42% | +805+0.9% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 86,398 | $16.6M | 1.80% | +124+0.1% | Added |
| Puzo Michael J | 86,343 | $16.6M | 5.28% | −2,270−2.6% | Reduced |
| Traphagen Investment Advisors LLC | 86,238 | $16.6M | 1.95% | −469−0.5% | Reduced |
| Founders Financial Securities LLC | 86,157 | $16.6M | 1.84% | +14,225+19.8% | Added |
| Personal Cfo Solutions, LLC | 85,934 | $16.5M | 2.86% | +4,341+5.3% | Added |
| Mezzasalma Advisors, LLC | 85,886 | $16.5M | 9.02% | −284−0.3% | Reduced |
| Chatham Capital Group, Inc. | 85,786 | $16.5M | 3.34% | −927−1.1% | Reduced |
| Catalyst Financial Partners LLC | 85,726 | $16.5M | 4.66% | +2,512+3.0% | Added |
| Canvas Wealth Advisors, LLC | 88,758 | $16.5M | 6.00% | −2,173−2.4% | Reduced |
| Retirement Planning Group | 85,679 | $16.5M | 1.48% | −1,879−2.1% | Reduced |
| Investment Research & Advisory Group, Inc. | 85,345 | $16.4M | 8.46% | −628−0.7% | Reduced |
| MV Capital Management, Inc. | 85,209 | $16.4M | 2.08% | +738+0.9% | Added |
| Field & Main Bank | 85,190 | $16.4M | 6.94% | −1,069−1.2% | Reduced |
| London & Capital Asset Management Ltd | 85,079 | $16.4M | 1.37% | −2,540−2.9% | Reduced |
| Sentry Investment Management LLC | 85,007 | $16.4M | 7.03% | −331−0.4% | Reduced |
| Founders Capital Management, LLC | 84,857 | $16.3M | 3.35% | +2,814+3.4% | Added |
| Anchor Capital Advisors LLC | 84,837 | $16.3M | 0.43% | −1,368−1.6% | Reduced |
| RVW Wealth, LLC | 84,797 | $16.3M | 1.79% | −388−0.5% | Reduced |
| Neumann Capital Management, LLC | 84,739 | $16.3M | 6.47% | −830−1.0% | Reduced |
| Charles Schwab Trust Co | 84,695 | $16.3M | 1.61% | +52,938+166.7% | Added |
| Duncker Streett & Co Inc | 84,653 | $16.3M | 3.44% | −463−0.5% | Reduced |
| Sanders Morris Harris LLC | 87,907 | $16.3M | 8.00% | −58,650−40.0% | Reduced |
| Stoneridge Investment Partners LLC | 84,502 | $16.3M | 6.85% | 00.0% | Unchanged |
| Humankind Investments LLC | 84,386 | $16.2M | 4.82% | −2,170−2.5% | Reduced |
| Acropolis Investment Management, LLC | 83,834 | $16.2M | 1.13% | −653−0.8% | Reduced |
| Blume Capital Management, Inc. | 84,287 | $16.2M | 4.32% | −379−0.4% | Reduced |
| Pensionfund Sabic | 84,280 | $16.2M | 5.11% | 00.0% | Unchanged |
| SFE Investment Counsel | 84,107 | $16.2M | 4.22% | −2,016−2.3% | Reduced |
| Allen Capital Group, LLC | 84,098 | $16.2M | 2.68% | +2,939+3.6% | Added |
| BNC Wealth Management, LLC | 84,093 | $16.2M | 7.65% | +132+0.2% | Added |
| Consolidated Investment Group LLC | 84,084 | $16.2M | 2.86% | 00.0% | Unchanged |
| Hardy Reed LLC | 83,869 | $16.1M | 2.19% | +63,136+304.5% | Added |
| Iowa State Bank | 83,798 | $16.1M | 3.87% | −84−0.1% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 83,775 | $16.1M | 3.13% | +5,765+7.4% | Added |
| Synergy Financial Management, LLC | 83,460 | $16.1M | 2.88% | −21,715−20.6% | Reduced |
| SeaBridge Investment Advisors LLC | 83,226 | $16.0M | 4.66% | +11,415+15.9% | Added |
| Balboa Wealth Partners | 83,203 | $16.0M | 5.33% | −2,378−2.8% | Reduced |
| Diligent Investors, LLC | 83,084 | $16.0M | 4.40% | +2,874+3.6% | Added |
| Kingfisher Capital LLC | 82,875 | $16.0M | 4.15% | −455−0.5% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 82,842 | $15.9M | 1.69% | +82,842 | New |
| WealthTrust Axiom LLC | 82,758 | $15.9M | 5.33% | +14,680+21.6% | Added |
| Isthmus Partners, LLC | 82,650 | $15.9M | 2.07% | +564+0.7% | Added |
| LexAurum Advisors, LLC | 82,467 | $15.9M | 4.16% | −710−0.9% | Reduced |
| Keebeck Wealth Management, LLC | 82,451 | $15.9M | 2.62% | −448−0.5% | Reduced |
| Day & Ennis, LLC | 82,444 | $15.9M | 5.60% | −1,308−1.6% | Reduced |
| Accurate Wealth Management, LLC | 85,429 | $15.9M | 4.93% | −2,711−3.1% | Reduced |
| David R. Rahn & Associates Inc. | 82,216 | $15.8M | 6.65% | −5,554−6.3% | Reduced |
| Silverleafe Capital Partners, LLC | 82,058 | $15.8M | 7.47% | −935−1.1% | Reduced |
| Bedel Financial Consulting, Inc. | 82,031 | $15.8M | 2.90% | −888−1.1% | Reduced |
| NatWest Group plc | 81,937 | $15.8M | 6.59% | −12,974−13.7% | Reduced |
| Tsai Capital Corp | 81,898 | $15.8M | 14.46% | −2,041−2.4% | Reduced |
| Salomon & Ludwin, LLC | 92,077 | $15.8M | 1.65% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 81,816 | $15.8M | 1.86% | +78,120+2,113.6% | Added |
| Lipe & Dalton | 81,761 | $15.7M | 8.54% | −377−0.5% | Reduced |
| Live Oak Private Wealth LLC | 81,663 | $15.7M | 2.95% | −1,576−1.9% | Reduced |
| TFG Advisers LLC | 81,523 | $15.7M | 6.59% | −190.0% | Reduced |
| Quotient Wealth Partners, LLC | 81,460 | $15.7M | 0.61% | +81,460 | New |
| Wiley Bros.-Aintree Capital, LLC | 82,596 | $15.7M | 3.82% | +24,280+41.6% | Added |
| Radnor Capital Management, LLC | 81,339 | $15.7M | 2.92% | +1,525+1.9% | Added |
| Fort Point Capital Partners LLC | 81,176 | $15.6M | 2.40% | −54−0.1% | Reduced |
| Riverbridge Partners LLC | 81,138 | $15.6M | 0.20% | −1,951−2.3% | Reduced |
| Roberts Glore & Co Inc | 81,134 | $15.6M | 4.86% | −1,666−2.0% | Reduced |
| Allegheny Financial Group LTD | 81,064 | $15.6M | 5.01% | +8,683+12.0% | Added |
| Duff & Phelps Investment Management Co | 81,056 | $15.6M | 0.19% | +3,430+4.4% | Added |
| Alpha Omega Wealth Management LLC | 81,044 | $15.6M | 2.58% | −1,787−2.2% | Reduced |
| Advisory Alpha, LLC | 83,604 | $15.6M | 0.71% | +15,884+23.5% | Added |
| Allied Investment Advisors, LLC | 80,810 | $15.6M | 4.23% | −184−0.2% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 80,616 | $15.5M | 0.39% | +3,075+4.0% | Added |
| BOK Financial Private Wealth, Inc. | 80,515 | $15.5M | 1.26% | −717−0.9% | Reduced |
| Pegasus Partners Ltd. | 80,280 | $15.5M | 1.81% | −2,426−2.9% | Reduced |
| Fernwood Investment Management, LLC | 82,939 | $15.5M | 5.10% | +1,081+1.3% | Added |
| Noked Israel Ltd | 80,200 | $15.4M | 4.07% | −47,100−37.0% | Reduced |
| General Partner, Inc. | 81,400 | $15.4M | 12.96% | −3,600−4.2% | Reduced |
| Caxton Associates LP | 80,014 | $15.4M | 0.79% | +63,082+372.6% | Added |
| Strategic Global Advisors, LLC | 79,873 | $15.4M | 3.52% | −55,387−40.9% | Reduced |
| Guardian Capital Advisors LP | 82,812 | $15.4M | 1.60% | −3,460−4.0% | Reduced |
| Goldstream Capital Management Ltd | 79,787 | $15.4M | 10.40% | +1,767+2.3% | Added |
| Baker Tilly Wealth Management, LLC | 79,727 | $15.3M | 2.52% | −4,710−5.6% | Reduced |
| Pecaut & Co. | 79,609 | $15.3M | 6.15% | −5,024−5.9% | Reduced |
| Financial Network Wealth Management LLC | 79,476 | $15.3M | 6.62% | +797+1.0% | Added |
| Knightsbridge Asset Management, LLC | 79,462 | $15.3M | 4.33% | −1,273−1.6% | Reduced |
| Aragon Global Management, LP | 79,403 | $15.3M | 8.67% | +79,403 | New |
| Strategic Investment Advisors | 79,393 | $15.3M | 2.21% | −1,683−2.1% | Reduced |
| Breakwater Capital Group | 78,727 | $15.3M | 4.32% | −1,402−1.7% | Reduced |