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; 6,151 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 | 6,151 | $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 | 4,404 | $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 |
|---|---|---|---|---|---|
| Mirabaud & Cie SA | 79,244 | $15.3M | 5.09% | +79,244 | New |
| Wescott Financial Advisory Group, LLC | 79,001 | $15.2M | 2.13% | +674+0.9% | Added |
| Liontrust Investment Partners LLP | 79,000 | $15.2M | 0.22% | +5,000+6.8% | Added |
| SS&H Financial Advisors, Inc. | 78,863 | $15.2M | 6.44% | −500−0.6% | Reduced |
| Certified Advisory Corp | 78,847 | $15.2M | 2.30% | +78,847 | New |
| First Heartland Consultants, Inc. | 78,820 | $15.2M | 1.83% | −3,655−4.4% | Reduced |
| Fermata Advisors, LLC | 78,816 | $15.2M | 3.62% | −2,358−2.9% | Reduced |
| Relyea Zuckerberg Hanson LLC | 78,808 | $15.2M | 2.96% | +570+0.7% | Added |
| Carlson Capital Management | 78,788 | $15.2M | 0.78% | +7,271+10.2% | Added |
| Wills Financial Group, Inc. | 78,776 | $15.2M | 7.66% | −2,342−2.9% | Reduced |
| Trybe Capital Management LP | 78,650 | $15.1M | 7.25% | 00.0% | Unchanged |
| Koa Wealth Management, LLC | 78,540 | $15.1M | 14.93% | +78,540 | New |
| Financial Advisory Group | 78,531 | $15.1M | 2.87% | −335−0.4% | Reduced |
| Nikulski Financial, Inc. | 78,485 | $15.1M | 5.53% | +495+0.6% | Added |
| Quadcap Wealth Management, LLC | 78,372 | $15.1M | 3.90% | +78,372 | New |
| Wealth Management Associates, Inc. | 78,362 | $15.1M | 7.96% | −381−0.5% | Reduced |
| Monterey Private Wealth, Inc. | 78,346 | $15.1M | 6.81% | +2,809+3.7% | Added |
| First National Corp | 78,257 | $15.1M | 3.70% | −184−0.2% | Reduced |
| Capital Counsel LLC | 77,985 | $15.0M | 0.74% | −254−0.3% | Reduced |
| Avalon Global Asset Management LLC | 77,920 | $15.0M | 5.88% | −500−0.6% | Reduced |
| Stonebrook Private Inc. | 77,609 | $14.9M | 4.99% | +77,609 | New |
| Cardinal Capital Management | 77,551 | $14.9M | 2.83% | −505−0.6% | Reduced |
| EFG Asset Management (Americas) Corp. | 77,441 | $14.9M | 3.22% | −719−0.9% | Reduced |
| Aaron Wealth Advisors | 77,400 | $14.9M | 2.47% | −155,313−66.7% | Reduced |
| MJP Associates Inc | 77,320 | $14.9M | 3.97% | −22,731−22.7% | Reduced |
| Atlas Wealth LLC | 86,927 | $14.9M | 8.11% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 77,263 | $14.9M | 4.11% | −362−0.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 77,114 | $14.8M | 2.81% | −1,405−1.8% | Reduced |
| EFG Asset Management (North America) Corp. | 76,972 | $14.8M | 2.81% | +36,372+89.6% | Added |
| Greystone Financial Group, LLC | 76,841 | $14.8M | 3.42% | −1,647−2.1% | Reduced |
| Wealth Advisory Solutions, LLC | 76,742 | $14.8M | 5.16% | −949−1.2% | Reduced |
| TriaGen Wealth Management LLC | 76,731 | $14.8M | 7.04% | +5,113+7.1% | Added |
| Strategic Financial Services, Inc, | 76,556 | $14.7M | 1.04% | −1,892−2.4% | Reduced |
| McDonald Partners LLC | 76,527 | $14.7M | 4.37% | −1,168−1.5% | Reduced |
| Harbor Capital Advisors, Inc. | 76,452 | $14.7M | 2.86% | +1,229+1.6% | Added |
| Northwest Bancshares, Inc. | 76,323 | $14.7M | 2.68% | −104−0.1% | Reduced |
| Centurion Wealth Management LLC | 76,298 | $14.7M | 6.28% | −3,285−4.1% | Reduced |
| Charter Research & Investment Group, Inc. | 76,290 | $14.7M | 12.19% | −1,621−2.1% | Reduced |
| Cidel Asset Management Inc | 76,247 | $14.7M | 0.63% | +43,474+132.7% | Added |
| Pensionmark Financial Group, LLC | 76,184 | $14.7M | 1.91% | +55,090+261.2% | Added |
| Keystone Wealth Services, LLC | 76,046 | $14.6M | 5.02% | −2,029−2.6% | Reduced |
| Two Point Capital Management, Inc. | 76,045 | $14.6M | 6.69% | −1,723−2.2% | Reduced |
| Eagle Rock Investment Company, LLC | 76,037 | $14.6M | 2.99% | −1,486−1.9% | Reduced |
| Citizens Business Bank | 76,024 | $14.6M | 3.23% | −5,945−7.3% | Reduced |
| Glen Eagle Advisors, LLC | 75,936 | $14.6M | 3.04% | −1,197−1.6% | Reduced |
| GPM Growth Investors, Inc. | 75,838 | $14.6M | 6.88% | −3,664−4.6% | Reduced |
| UMA Financial Services, Inc. | 75,241 | $14.6M | 3.26% | −1,686−2.2% | Reduced |
| Glassy Mountain Advisors, Inc. | 75,672 | $14.6M | 6.01% | +658+0.9% | Added |
| Aviso Wealth Management | 75,624 | $14.6M | 10.55% | +75,624 | New |
| Morningstar Investment Services LLC | 75,183 | $14.6M | 0.08% | +39,831+112.7% | Added |
| LMG Wealth Partners, LLC | 75,579 | $14.6M | 4.04% | −87−0.1% | Reduced |
| Moseley Investment Management Inc | 75,410 | $14.5M | 8.07% | −5,595−6.9% | Reduced |
| High Note Wealth, LLC | 75,364 | $14.5M | 5.46% | +1,269+1.7% | Added |
| Atlas Brown,Inc. | 75,252 | $14.5M | 6.01% | −636−0.8% | Reduced |
| Bank of Nova Scotia Trust Co | 75,247 | $14.5M | 1.63% | −2,516−3.2% | Reduced |
| Legacy Financial Advisors, Inc. | 75,207 | $14.5M | 2.78% | +5,205+7.4% | Added |
| Enterprise Bank & Trust Co | 75,203 | $14.5M | 5.15% | +3,194+4.4% | Added |
| Bangor Savings Bank | 75,200 | $14.5M | 1.58% | −2,467−3.2% | Reduced |
| Sound Income Strategies, LLC | 75,110 | $14.5M | 1.20% | +10,425+16.1% | Added |
| Private Capital Management LLC | 75,063 | $14.5M | 3.50% | −10,680−12.5% | Reduced |
| Harmony Asset Management LLC | 75,036 | $14.4M | 6.11% | +75,036 | New |
| Sierra Capital LLC | 75,033 | $14.4M | 2.12% | −1,586−2.1% | Reduced |
| Ifrah Financial Services, Inc. | 74,938 | $14.4M | 4.23% | −650−0.9% | Reduced |
| DLK Investment Management, LLC | 74,892 | $14.4M | 6.56% | +74,892 | New |
| Nicolet Bankshares Inc | 74,814 | $14.4M | 3.88% | +344+0.5% | Added |
| JSF Financial, LLC | 74,804 | $14.4M | 4.99% | −2,369−3.1% | Reduced |
| Northwest Financial Advisors | 74,529 | $14.3M | 12.19% | +74,529 | New |
| Atlantic Trust, LLC | 74,527 | $14.3M | 3.92% | +6,161+9.0% | Added |
| Fukoku Mutual Life Insurance Co | 74,507 | $14.3M | 1.19% | −723−1.0% | Reduced |
| Moreno Evelyn V | 74,492 | $14.3M | 6.77% | −130,496−63.7% | Reduced |
| American Investment Services, Inc. | 74,492 | $14.3M | 2.70% | +175+0.2% | Added |
| Constitution Capital LLC | 74,422 | $14.3M | 8.65% | −829−1.1% | Reduced |
| Jackson Hole Capital Partners, LLC | 74,310 | $14.3M | 3.64% | −11,057−13.0% | Reduced |
| Silver Oak Securities, Inc | 74,200 | $14.3M | 1.92% | +29,462+65.9% | Added |
| Benjamin Edwards Inc | 74,103 | $14.3M | 3.11% | −165−0.2% | Reduced |
| Hedeker Wealth, LLC | 74,074 | $14.3M | 4.50% | −1,371−1.8% | Reduced |
| Capital International Ltd | 73,967 | $14.2M | 0.73% | −20,369−21.6% | Reduced |
| GAMMA Investing LLC | 77,208 | $14.2M | 3.86% | +77,208 | New |
| Borer Denton & Associates, Inc. | 73,857 | $14.2M | 5.44% | +478+0.7% | Added |
| StrategIQ Financial Group, LLC | 73,778 | $14.2M | 1.60% | −595−0.8% | Reduced |
| Mission Creek Capital Partners, Inc. | 73,713 | $14.2M | 3.65% | −2,690−3.5% | Reduced |
| Hirtle Callaghan & Co LLC | 73,686 | $14.2M | 0.65% | −181−0.2% | Reduced |
| Rbo & Co LLC | 73,658 | $14.2M | 2.43% | −28,162−27.7% | Reduced |
| Frank, Rimerman Advisors LLC | 73,418 | $14.1M | 2.95% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 73,407 | $14.1M | 2.83% | +73,407 | New |
| Curbstone Financial Management Corp | 73,280 | $14.1M | 3.20% | −670−0.9% | Reduced |
| Marathon Trading Investment Management LLC | 73,235 | $14.1M | 2.72% | +600+0.8% | Added |
| Atlas Capital Advisors LLC | 73,204 | $14.1M | 2.04% | +396+0.5% | Added |
| Dominguez Wealth Management Solutions, Inc. | 73,074 | $14.1M | 11.67% | −609−0.8% | Reduced |
| Fiera Capital Corp | 73,032 | $14.1M | 0.04% | +853+1.2% | Added |
| Hikari Tsushin, Inc. | 72,818 | $14.0M | 1.29% | −9,606−11.7% | Reduced |
| Univest Financial Corp | 72,707 | $14.0M | 4.14% | +984+1.4% | Added |
| Naviter Wealth, LLC | 72,647 | $14.0M | 2.81% | +12,647+21.1% | Added |
| Lee Financial Co | 72,581 | $14.0M | 2.45% | −669−0.9% | Reduced |
| Trivant Custom Portfolio Group, LLC | 72,573 | $14.0M | 9.31% | +409+0.6% | Added |
| Aspen Grove Capital, LLC | 72,433 | $14.0M | 4.26% | −4,282−5.6% | Reduced |
| Trust Co of Oklahoma | 72,561 | $14.0M | 5.23% | −2,809−3.7% | Reduced |
| Alapocas Investment Partners, Inc. | 72,517 | $14.0M | 8.83% | −91−0.1% | Reduced |
| Catalytic Wealth RIA, LLC | 72,516 | $14.0M | 6.29% | +72,516 | New |
| Tortoise Investment Management, LLC | 72,498 | $14.0M | 1.89% | −177−0.2% | Reduced |