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 |
|---|---|---|---|---|---|
| N.E.W. Advisory Services LLC | 67,567 | $13.0M | 1.57% | +1,822+2.8% | Added |
| Blueprint Investment Partners LLC | 67,549 | $13.0M | 3.58% | +21,198+45.7% | Added |
| Matthew 25 Management Corp | 67,500 | $13.0M | 4.54% | −2,500−3.6% | Reduced |
| Fairhaven Wealth Management, LLC | 67,406 | $13.0M | 4.75% | −3,742−5.3% | Reduced |
| Jarislowsky, Fraser Ltd | 67,405 | $13.0M | 0.08% | +6,114+10.0% | Added |
| Torray LLC | 67,337 | $13.0M | 2.10% | +1,796+2.7% | Added |
| Highlander Capital Management, LLC | 67,304 | $13.0M | 4.62% | −885−1.3% | Reduced |
| Consolidated Capital Management, LLC | 67,190 | $12.9M | 6.90% | −10,763−13.8% | Reduced |
| WBH Advisory Inc | 67,133 | $12.9M | 1.44% | −817−1.2% | Reduced |
| Consilium Wealth Advisory, LLC | 67,098 | $12.9M | 7.77% | −659−1.0% | Reduced |
| Old Second National Bank of Aurora | 67,028 | $12.9M | 3.55% | −2,789−4.0% | Reduced |
| AlphaCore Capital LLC | 67,014 | $12.9M | 1.88% | −72−0.1% | Reduced |
| Monarch Capital Management Inc | 66,997 | $12.9M | 3.91% | −2,492−3.6% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 66,872 | $12.9M | 1.13% | +548+0.8% | Added |
| Fortis Capital Advisors, LLC | 66,866 | $12.9M | 7.16% | +4,178+6.7% | Added |
| James J. Burns & Company, LLC | 66,823 | $12.9M | 3.06% | −4,554−6.4% | Reduced |
| Horizon Wealth Management, LLC | 66,787 | $12.9M | 3.58% | +1,591+2.4% | Added |
| Iyo Bank, Ltd. | 66,690 | $12.8M | 6.09% | 00.0% | Unchanged |
| Farrow Financial Inc. | 66,664 | $12.8M | 9.66% | +66,664 | New |
| Finer Wealth Management, Inc. | 66,650 | $12.8M | 9.56% | +566+0.9% | Added |
| Ervin Investment Management, LLC | 66,646 | $12.8M | 9.81% | −780−1.2% | Reduced |
| Coastal Bridge Advisors, LLC | 66,628 | $12.8M | 3.29% | +655+1.0% | Added |
| Kennedy Investment Group | 66,499 | $12.8M | 7.15% | +935+1.4% | Added |
| Arlington Trust Co LLC | 66,423 | $12.8M | 3.58% | +66,423 | New |
| Cladis Investment Advisory, LLC | 66,311 | $12.8M | 10.03% | +215+0.3% | Added |
| Kaizen Financial Strategies | 66,309 | $12.8M | 9.70% | +351+0.5% | Added |
| Q Capital Solutions | 66,272 | $12.8M | 10.50% | +19,629+42.1% | Added |
| Newman Dignan & Sheerar, Inc. | 66,264 | $12.8M | 3.85% | +1,166+1.8% | Added |
| Bryant Woods Investment Advisors, LLC | 66,238 | $12.8M | 8.13% | +369+0.6% | Added |
| Summit Global Investments | 66,104 | $12.7M | 0.83% | +3,460+5.5% | Added |
| Orion Capital Management LLC | 66,029 | $12.7M | 7.47% | +8,966+15.7% | Added |
| Keel Point, LLC | 66,012 | $12.7M | 1.52% | +3,778+6.1% | Added |
| CWS Financial Advisors, LLC | 66,006 | $12.7M | 4.77% | +7,488+12.8% | Added |
| Mycio Wealth Partners, LLC | 65,917 | $12.7M | 3.56% | −4,180−6.0% | Reduced |
| Montag & Caldwell, LLC | 65,914 | $12.7M | 2.21% | −28,774−30.4% | Reduced |
| Mechanics Financial Corp | 65,777 | $12.7M | 7.13% | −2,633−3.8% | Reduced |
| Delta Investment Management, LLC | 65,763 | $12.7M | 3.14% | −2,059−3.0% | Reduced |
| Iron Financial, LLC | 65,571 | $12.6M | 7.16% | +80.0% | Added |
| Woodward Diversified Capital, LLC | 65,523 | $12.6M | 7.92% | −1,057−1.6% | Reduced |
| Wealth Dimensions Group, Ltd. | 65,510 | $12.6M | 3.99% | +682+1.1% | Added |
| Financial Perspectives, Inc | 65,428 | $12.6M | 5.11% | −56−0.1% | Reduced |
| Carmel Capital Management L.L.C. | 65,414 | $12.6M | 6.05% | −1,500−2.2% | Reduced |
| McAdam, LLC | 65,404 | $12.6M | 0.91% | +1,948+3.1% | Added |
| Wall Street Access Asset Management, LLC | 65,393 | $12.6M | 5.91% | −437−0.7% | Reduced |
| VeraBank, N.A. | 65,301 | $12.6M | 4.23% | +311+0.5% | Added |
| Sheets Smith Wealth Management | 93,642 | $12.6M | 1.79% | +17,364+22.8% | Added |
| Everhart Financial Group, Inc. | 65,034 | $12.5M | 4.44% | +3,990+6.5% | Added |
| Bray Capital Advisors | 64,907 | $12.5M | 3.46% | −401−0.6% | Reduced |
| GeoWealth Management, LLC | 64,862 | $12.5M | 1.03% | +48,866+305.5% | Added |
| Mount Vernon Associates Inc | 64,787 | $12.5M | 12.23% | −1,225−1.9% | Reduced |
| Dudley Capital Management, LLC | 64,774 | $12.5M | 8.01% | −60−0.1% | Reduced |
| Apella Capital, LLC | 68,540 | $12.5M | 0.69% | +1,671+2.5% | Added |
| Intelligence Driven Advisers, LLC | 67,599 | $12.5M | 2.01% | −631−0.9% | Reduced |
| Independence Bank of Kentucky | 64,728 | $12.5M | 4.38% | +177+0.3% | Added |
| Stablepoint Partners, LLC | 64,726 | $12.5M | 3.19% | +64,726 | New |
| Jupiter Wealth Management LLC | 64,714 | $12.5M | 7.33% | +1,053+1.7% | Added |
| Towercrest Capital Management | 64,698 | $12.5M | 2.23% | +143+0.2% | Added |
| IMS Capital Management | 64,654 | $12.4M | 6.11% | −4,523−6.5% | Reduced |
| WNY Asset Management, LLC | 64,533 | $12.4M | 2.10% | +3,222+5.3% | Added |
| Northwest Capital Management Inc | 64,528 | $12.4M | 4.17% | +3,099+5.0% | Added |
| Blue Edge Capital, LLC | 64,490 | $12.4M | 2.34% | +1,344+2.1% | Added |
| Central Valley Advisors, LLC | 64,406 | $12.4M | 7.29% | +64,406 | New |
| Bank Ozk | 64,360 | $12.4M | 6.05% | −2,226−3.3% | Reduced |
| Montgomery Investment Management Inc | 64,335 | $12.4M | 3.81% | −245−0.4% | Reduced |
| Pflug Koory, LLC | 64,329 | $12.4M | 6.56% | −466−0.7% | Reduced |
| Chemung Canal Trust Co | 64,297 | $12.4M | 2.56% | −497−0.8% | Reduced |
| Capstone Triton Financial Group, LLC | 64,250 | $12.4M | 9.02% | −6,162−8.8% | Reduced |
| Gables Capital Management Inc. | 64,000 | $12.3M | 7.66% | −1,016−1.6% | Reduced |
| Gibraltar Capital Management, Inc. | 63,929 | $12.3M | 5.25% | −3,461−5.1% | Reduced |
| Cairn Investment Group, Inc. | 63,846 | $12.3M | 7.67% | −6,879−9.7% | Reduced |
| Capital Insight Partners, LLC | 63,689 | $12.3M | 2.51% | +550+0.9% | Added |
| Graybill Bartz & Assoc Ltd | 63,652 | $12.3M | 5.43% | −2,693−4.1% | Reduced |
| Elevatus Welath Management | 63,626 | $12.2M | 5.57% | +10,126+18.9% | Added |
| Balanced Wealth Group LLC | 63,598 | $12.2M | 6.36% | +63,598 | New |
| Strategy Asset Managers LLC | 63,579 | $12.2M | 2.90% | +667+1.1% | Added |
| Spring Capital Management, LLC | 63,519 | $12.2M | 9.59% | −1,657−2.5% | Reduced |
| Navellier & Associates Inc | 63,460 | $12.2M | 1.83% | +6,529+11.5% | Added |
| Once Capital Management, LLC | 63,450 | $12.2M | 8.78% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 63,341 | $12.2M | 3.26% | −596−0.9% | Reduced |
| Hudson Value Partners, LLC | 63,321 | $12.2M | 5.67% | −503−0.8% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 63,310 | $12.2M | 2.52% | −3,624−5.4% | Reduced |
| Flynn Zito Capital Management, LLC | 63,298 | $12.2M | 8.22% | +120.0% | Added |
| Orleans Capital Management Corp | 63,296 | $12.2M | 8.19% | −125−0.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 63,287 | $12.2M | 1.13% | +45,560+257.0% | Added |
| Next Century Growth Investors LLC | 63,197 | $12.2M | 1.18% | −8,837−12.3% | Reduced |
| AlphaStar Capital Management, LLC | 63,164 | $12.2M | 1.11% | +8,275+15.1% | Added |
| Poehling Capital Management, LLC | 63,004 | $12.1M | 3.84% | +695+1.1% | Added |
| Bridge Creek Capital Management LLC | 63,000 | $12.1M | 4.21% | −2,235−3.4% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 62,928 | $12.1M | 5.63% | +62,928 | New |
| Platte River Wealth Advisors, LLC | 62,923 | $12.1M | 4.01% | +516+0.8% | Added |
| McGinn Investment Management, Inc. | 62,848 | $12.1M | 8.79% | −572−0.9% | Reduced |
| Gardner Lewis Asset Management L P | 62,836 | $12.1M | 4.21% | −2,655−4.1% | Reduced |
| American Trust | 62,774 | $12.1M | 0.89% | −490−0.8% | Reduced |
| SRS Capital Advisors, Inc. | 62,684 | $12.1M | 1.34% | −968−1.5% | Reduced |
| Capital Markets Trading UK LLP | 62,552 | $12.0M | 8.89% | +31,408+100.8% | Added |
| Apollon Financial, LLC | 62,521 | $12.0M | 4.74% | +62,521 | New |
| Twinbeech Capital LP | 62,516 | $12.0M | 0.19% | +62,516 | New |
| Alpha Family Trust | 62,160 | $12.0M | 8.08% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 62,114 | $12.0M | 2.32% | −1,153−1.8% | Reduced |
| Wimmer Associates 1, LLC | 62,113 | $12.0M | 6.75% | −423−0.7% | Reduced |