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 |
|---|---|---|---|---|---|
| Mizuho Markets Americas LLC | 72,496 | $14.0M | 0.42% | −5,494−7.0% | Reduced |
| Baugh & Associates, LLC | 72,469 | $14.0M | 8.02% | −1,346−1.8% | Reduced |
| Manchester Financial Inc | 72,463 | $14.0M | 3.90% | −1,503−2.0% | Reduced |
| Weiss Asset Management LP | 72,425 | $13.9M | 1.00% | +72,425 | New |
| GDS Wealth Management | 72,408 | $13.9M | 1.88% | +8,599+13.5% | Added |
| RWM Asset Management, LLC | 76,614 | $13.9M | 2.62% | −109−0.1% | Reduced |
| Professional Advisory Services Inc | 72,342 | $13.9M | 1.99% | −422−0.6% | Reduced |
| Austin Private Wealth, LLC | 72,268 | $13.9M | 1.76% | +3,778+5.5% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 72,213 | $13.9M | 3.70% | −814−1.1% | Reduced |
| Kercheville Advisors, LLC | 72,204 | $13.9M | 7.81% | −1,089−1.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 72,101 | $13.9M | 4.51% | +9,146+14.5% | Added |
| Paradigm Financial Partners, LLC | 72,081 | $13.9M | 3.37% | +212+0.3% | Added |
| Union Heritage Capital, LLC | 72,000 | $13.9M | 7.19% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 74,634 | $13.8M | 8.56% | −2,467−3.2% | Reduced |
| Morton Capital Management LLC | 71,850 | $13.8M | 4.11% | −840−1.2% | Reduced |
| Resonant Capital Advisors, LLC | 71,845 | $13.8M | 1.34% | −1,503−2.0% | Reduced |
| Birch Capital Management, LLC | 71,563 | $13.8M | 7.91% | −122−0.2% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 71,500 | $13.8M | 0.24% | +71,500 | New |
| Lattice Capital Management, LLC | 71,434 | $13.8M | 15.25% | +1,700+2.4% | Added |
| National Philanthropic Trust | 71,348 | $13.7M | 0.36% | +71,348 | New |
| Masso Torrence Wealth Management Inc. | 71,195 | $13.7M | 9.36% | −1,381−1.9% | Reduced |
| McDonough Capital Management, Inc | 71,204 | $13.7M | 11.83% | −553−0.8% | Reduced |
| Symphony Financial, Ltd. Co. | 74,527 | $13.7M | 2.94% | +66,481+826.3% | Added |
| Dumont & Blake Investment Advisors LLC | 70,946 | $13.7M | 4.23% | −1,712−2.4% | Reduced |
| Centric Wealth Management | 72,765 | $13.7M | 4.50% | +4,157+6.1% | Added |
| Settian Capital LP | 70,900 | $13.7M | 10.89% | 00.0% | Unchanged |
| FLC Capital Advisors | 70,883 | $13.6M | 3.68% | +1,518+2.2% | Added |
| L2 Asset Management, LLC | 70,869 | $13.6M | 5.61% | +70,313+12,646.2% | Added |
| ORBA Wealth Advisors, L.L.C. | 70,812 | $13.6M | 8.17% | +70,812 | New |
| Souders Financial Advisors | 70,754 | $13.6M | 2.33% | −6,188−8.0% | Reduced |
| Moser Wealth Advisors, LLC | 70,722 | $13.6M | 8.69% | −1,290−1.8% | Reduced |
| IVC Wealth Advisors LLC | 70,658 | $13.6M | 8.46% | −1,614−2.2% | Reduced |
| Notis-McConarty Edward | 70,571 | $13.6M | 5.42% | −3,777−5.1% | Reduced |
| Summit Financial Strategies, Inc. | 70,563 | $13.6M | 2.08% | −601−0.8% | Reduced |
| Solstein Capital, LLC | 70,561 | $13.6M | 10.05% | +290.0% | Added |
| Blodgett Wealth Advisors, LLC | 70,547 | $13.6M | 13.91% | −536−0.8% | Reduced |
| Baldwin Investment Management, LLC | 70,544 | $13.6M | 2.12% | +1,614+2.3% | Added |
| Georgetown University | 70,475 | $13.6M | 4.64% | +88+0.1% | Added |
| Portfolio Design Labs, LLC | 70,467 | $13.6M | 5.14% | +70,467 | New |
| Auxano Advisors, LLC | 70,428 | $13.6M | 4.55% | +23,724+50.8% | Added |
| KLCM Advisors, Inc. | 70,402 | $13.6M | 2.09% | +12,574+21.7% | Added |
| Argonautica Private Wealth Management, Inc | 70,398 | $13.6M | 5.55% | −6,104−8.0% | Reduced |
| Legacy Wealth Management, LLC | 70,394 | $13.6M | 6.53% | −530−0.7% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 70,390 | $13.6M | 9.43% | −1,564−2.2% | Reduced |
| Exeter Financial, LLC | 72,858 | $13.5M | 6.54% | +24,813+51.6% | Added |
| Coppell Advisory Solutions LLC | 70,041 | $13.5M | 2.71% | +51,274+273.2% | Added |
| Doheny Asset Management | 70,010 | $13.5M | 13.20% | −14,773−17.4% | Reduced |
| Global Financial Private Client, LLC | 69,975 | $13.5M | 6.31% | +1,564+2.3% | Added |
| Mathes Company, Inc. | 69,931 | $13.5M | 5.55% | −1,790−2.5% | Reduced |
| Shulman DeMeo Asset Management LLC | 69,901 | $13.5M | 3.82% | +422+0.6% | Added |
| Fortitude Advisory Group L.L.C. | 69,885 | $13.5M | 8.17% | −312−0.4% | Reduced |
| Cahill Financial Advisors Inc | 69,813 | $13.4M | 1.99% | +71+0.1% | Added |
| Armstrong Henry H Associates Inc | 69,721 | $13.4M | 1.43% | −242−0.3% | Reduced |
| Harrington Investments, INC | 69,634 | $13.4M | 8.31% | −5,034−6.7% | Reduced |
| Kesler, Norman & Wride, LLC | 69,603 | $13.4M | 3.07% | +1,013+1.5% | Added |
| Redwood Investment Management, LLC | 69,467 | $13.4M | 1.22% | −52,315−43.0% | Reduced |
| Steward Partners Investment Solutions, LLC | 69,469 | $13.4M | 5.58% | +69,469 | New |
| F/M Investments LLC | 69,684 | $13.4M | 7.59% | −654−0.9% | Reduced |
| Delta Financial Advisors LLC | 69,431 | $13.4M | 5.80% | −2,193−3.1% | Reduced |
| Consolidated Planning Corp | 69,417 | $13.4M | 2.49% | +67+0.1% | Added |
| Wambolt & Associates, LLC | 138,044 | $13.4M | 4.37% | +9,681+7.5% | Added |
| Burford Brothers, Inc. | 69,384 | $13.4M | 9.44% | +69,384 | New |
| Lummis Asset Management, LP | 69,383 | $13.4M | 10.22% | +69,383 | New |
| ICA Group Wealth Management, LLC | 69,379 | $13.4M | 2.98% | +12,176+21.3% | Added |
| Clark Asset Management, LLC | 69,361 | $13.4M | 4.89% | −11,399−14.1% | Reduced |
| LJI Wealth Management, LLC | 69,361 | $13.4M | 3.46% | +440+0.6% | Added |
| Capital Market Strategies LLC | 69,344 | $13.4M | 11.65% | +493+0.7% | Added |
| First Commonwealth Financial Corp | 69,307 | $13.3M | 4.13% | −5,292−7.1% | Reduced |
| Leisure Capital Management | 69,306 | $13.3M | 7.21% | −1,041−1.5% | Reduced |
| KRS Capital Management, LLC | 69,284 | $13.3M | 12.42% | −541−0.8% | Reduced |
| Lewis Asset Management, LLC | 69,162 | $13.3M | 12.25% | +69,162 | New |
| M. Kulyk & Associates, LLC | 69,160 | $13.3M | 3.10% | +3,015+4.6% | Added |
| Pekin Hardy Strauss, Inc. | 69,091 | $13.3M | 1.99% | −1,537−2.2% | Reduced |
| KG&L Capital Management,LLC | 69,100 | $13.3M | 5.56% | +411+0.6% | Added |
| LMR Partners LLP | 69,070 | $13.3M | 0.33% | +69,070 | New |
| Baystate Wealth Management LLC | 69,068 | $13.3M | 0.98% | +1,708+2.5% | Added |
| Charter Oak Capital Management, LLC | 69,035 | $13.3M | 1.58% | +355+0.5% | Added |
| Independent Solutions Wealth Management, LLC | 69,004 | $13.3M | 3.41% | +5,177+8.1% | Added |
| Bay Rivers Group | 68,955 | $13.3M | 8.33% | +2,056+3.1% | Added |
| LongView Wealth Management | 71,561 | $13.2M | 5.92% | +71,561 | New |
| Truepoint, Inc. | 68,786 | $13.2M | 0.39% | +3,937+6.1% | Added |
| Essex Investment Management Co LLC | 68,784 | $13.2M | 2.61% | −13,194−16.1% | Reduced |
| Greenfield Savings Bank | 68,776 | $13.2M | 7.66% | −774−1.1% | Reduced |
| Harbour Capital Advisors, LLC | 71,835 | $13.2M | 3.63% | +130+0.2% | Added |
| Roof Eidam & Maycock | 68,737 | $13.2M | 3.97% | −764−1.1% | Reduced |
| Tiemann Investment Advisors, LLC | 68,656 | $13.2M | 6.42% | −1,015−1.5% | Reduced |
| Banyan Capital Management, Inc. | 68,612 | $13.2M | 8.10% | −10,833−13.6% | Reduced |
| NVWM, LLC | 68,585 | $13.2M | 3.96% | −1,917−2.7% | Reduced |
| Adirondack Trust Co | 72,990 | $13.2M | 5.70% | −2,825−3.7% | Reduced |
| Keudell/Morrison Wealth Management | 68,317 | $13.2M | 4.34% | −581−0.8% | Reduced |
| Indiana Trust & Investment Management CO | 68,312 | $13.2M | 5.94% | −645−0.9% | Reduced |
| Hexagon Capital Partners LLC | 68,282 | $13.1M | 3.16% | +1,094+1.6% | Added |
| Optas, LLC | 68,280 | $13.1M | 3.96% | +1,771+2.7% | Added |
| Sterling Investment Counsel, LLC | 68,248 | $13.1M | 6.71% | +10,028+17.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 67,993 | $13.1M | 0.75% | −3,857−5.4% | Reduced |
| Redhawk Wealth Advisors, Inc. | 67,920 | $13.1M | 2.55% | +15,354+29.2% | Added |
| Stolper Co | 67,889 | $13.1M | 5.26% | −266−0.4% | Reduced |
| Vicus Capital | 67,809 | $13.1M | 1.32% | −11,590−14.6% | Reduced |
| Eqis Capital Management, Inc. | 67,768 | $13.0M | 1.06% | −5,105−7.0% | Reduced |
| Olistico Wealth, LLC | 67,581 | $13.0M | 10.16% | +4,005+6.3% | Added |