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 |
|---|---|---|---|---|---|
| Evermay Wealth Management LLC | 62,067 | $11.9M | 2.21% | −5,821−8.6% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 61,985 | $11.9M | 3.06% | −2,161−3.4% | Reduced |
| Willow Creek Wealth Management Inc. | 61,967 | $11.9M | 1.50% | +2,117+3.5% | Added |
| Columbia Trust Co 01012016 | 61,966 | $11.9M | 5.39% | +4,256+7.4% | Added |
| Prosperity Consulting Group, LLC | 61,943 | $11.9M | 4.00% | +10,953+21.5% | Added |
| St. Johns Investment Management Company, LLC | 61,941 | $11.9M | 6.10% | −1,557−2.5% | Reduced |
| Peoples Financial Services Corp. | 61,908 | $11.9M | 5.17% | −1,290−2.0% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 61,894 | $11.9M | 7.61% | +61,894 | New |
| KPP Advisory Services LLC | 61,853 | $11.9M | 10.46% | −207−0.3% | Reduced |
| All Terrain Financial Advisors, LLC | 61,841 | $11.9M | 5.49% | −1,044−1.7% | Reduced |
| Quantum Financial Advisors, LLC | 61,822 | $11.9M | 2.90% | −536−0.9% | Reduced |
| BIP Wealth, LLC | 61,700 | $11.9M | 0.93% | +3,225+5.5% | Added |
| 1623 Capital LLC | 61,700 | $11.9M | 6.88% | −4,032−6.1% | Reduced |
| Concord Wealth Partners | 61,641 | $11.9M | 2.38% | +8,264+15.5% | Added |
| Twin Focus Capital Partners, LLC | 61,626 | $11.9M | 2.41% | −675−1.1% | Reduced |
| Vivaldi Capital Management, LLC | 64,085 | $11.9M | 3.56% | +7,529+13.3% | Added |
| Compton Wealth Advisory Group, LLC | 61,543 | $11.8M | 3.72% | +1,108+1.8% | Added |
| Sculati Wealth Management, LLC | 61,453 | $11.8M | 5.51% | −217−0.4% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 63,892 | $11.8M | 7.76% | +4,656+7.9% | Added |
| Archford Capital Strategies, LLC | 61,218 | $11.8M | 2.16% | +5,072+9.0% | Added |
| DeDora Capital, Inc. | 61,174 | $11.8M | 4.13% | +625+1.0% | Added |
| O'Brien Greene & Co. Inc | 61,084 | $11.8M | 4.14% | −436−0.7% | Reduced |
| Eagle Bay Advisors LLC | 61,016 | $11.7M | 7.43% | +26,991+79.3% | Added |
| Buckhead Capital Management LLC | 61,016 | $11.7M | 4.35% | +72+0.1% | Added |
| Hartford Financial Management Inc. | 60,989 | $11.7M | 2.66% | −1,357−2.2% | Reduced |
| High Net Worth Advisory Group LLC | 60,948 | $11.7M | 4.36% | −951−1.5% | Reduced |
| Lederer & Associates Investment Counsel | 60,919 | $11.7M | 8.68% | −2,398−3.8% | Reduced |
| Garden State Investment Advisory Services LLC | 60,863 | $11.7M | 4.80% | +160.0% | Added |
| Icon Wealth Advisors, LLC | 60,852 | $11.7M | 1.22% | +60,852 | New |
| Oak Harbor Wealth Partners, LLC | 60,779 | $11.7M | 3.93% | −7,695−11.2% | Reduced |
| Drive Wealth Management, LLC | 60,750 | $11.7M | 3.77% | −217−0.4% | Reduced |
| Broadwater Capital Management LLC | 60,710 | $11.7M | 9.16% | +60,710 | New |
| Hall Laurie J Trustee | 60,627 | $11.7M | 4.47% | +1,900+3.2% | Added |
| Strait & Sound Wealth Management LLC | 63,816 | $11.7M | 7.28% | +1,791+2.9% | Added |
| NWK Group, Inc. | 60,530 | $11.7M | 5.99% | +742+1.2% | Added |
| Concentric Capital Strategies, LP | 60,466 | $11.6M | 1.51% | +60,466 | New |
| Muhlenkamp & Co Inc | 60,434 | $11.6M | 3.81% | −1,050−1.7% | Reduced |
| Highline Wealth Partners LLC | 60,386 | $11.6M | 5.63% | +9,483+18.6% | Added |
| Chronos Wealth Management, LLC | 60,313 | $11.6M | 7.39% | −851−1.4% | Reduced |
| Peninsula Wealth, LLC | 60,311 | $11.6M | 2.40% | −952−1.6% | Reduced |
| Vanguard Capital Wealth Advisors | 60,308 | $11.6M | 9.39% | −2,162−3.5% | Reduced |
| Grace & Mercy Foundation, Inc. | 60,300 | $11.6M | 3.10% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 60,186 | $11.6M | 1.47% | +2,322+4.0% | Added |
| Cable Hill Partners, LLC | 62,562 | $11.6M | 1.42% | −1,460−2.3% | Reduced |
| WealthBridge Capital Management, LLC | 60,117 | $11.6M | 4.34% | −100−0.2% | Reduced |
| Credential Qtrade Securities Inc. | 60,091 | $11.6M | 0.69% | −2,970−4.7% | Reduced |
| Port Capital LLC | 60,025 | $11.6M | 0.64% | −1,018−1.7% | Reduced |
| EULAV Asset Management | 60,010 | $11.6M | 0.36% | −9,000−13.0% | Reduced |
| Oak Hill Wealth Advisors, LLC | 59,989 | $11.5M | 3.98% | −270−0.4% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 59,965 | $11.5M | 10.68% | −2,714−4.3% | Reduced |
| Western Pacific Wealth Management, LP | 59,865 | $11.5M | 8.42% | −557−0.9% | Reduced |
| Capital Performance Advisors LLP | 59,776 | $11.5M | 4.97% | +4,115+7.4% | Added |
| Coston, McIsaac & Partners | 59,764 | $11.5M | 4.01% | +102+0.2% | Added |
| Index Fund Advisors, Inc. | 59,751 | $11.5M | 0.68% | −3,562−5.6% | Reduced |
| Core Wealth Partners LLC | 59,751 | $11.5M | 9.43% | +417+0.7% | Added |
| Financial Management Network Inc | 63,416 | $11.5M | 3.35% | −383−0.6% | Reduced |
| Amplius Wealth Advisors, LLC | 59,657 | $11.5M | 1.39% | +4,388+7.9% | Added |
| Northside Capital Management, LLC | 59,570 | $11.5M | 3.59% | −240−0.4% | Reduced |
| DRW Securities, LLC | 59,534 | $11.5M | 0.34% | −70,204−54.1% | Reduced |
| Tilt Investment Management Holdings, PBC | 59,533 | $11.5M | 12.38% | −19,726−24.9% | Reduced |
| Investment Advisory Services Inc | 59,191 | $11.4M | 4.50% | +264+0.4% | Added |
| Sage Rhino Capital LLC | 59,163 | $11.4M | 2.92% | −1,064−1.8% | Reduced |
| Connable Office Inc | 59,001 | $11.4M | 1.37% | +1,705+3.0% | Added |
| Ballast, Inc. | 58,929 | $11.3M | 3.91% | +6,042+11.4% | Added |
| Bellevue Asset Management, LLC | 58,853 | $11.3M | 10.01% | −1,109−1.8% | Reduced |
| Princeton Global Asset Management LLC | 58,817 | $11.3M | 2.85% | +20,438+53.3% | Added |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 58,863 | $11.3M | 0.78% | 00.0% | Unchanged |
| Satovsky Asset Management LLC | 58,789 | $11.3M | 3.52% | −552−0.9% | Reduced |
| Spotlight Asset Group, Inc. | 66,038 | $11.3M | 10.26% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 58,715 | $11.3M | 1.57% | −337−0.6% | Reduced |
| Tyler-Stone Wealth Management | 58,606 | $11.3M | 5.66% | +550+0.9% | Added |
| Marathon Capital Management | 58,576 | $11.3M | 2.83% | +215+0.4% | Added |
| Arbor Investment Advisors, LLC | 58,552 | $11.3M | 1.76% | −4,231−6.7% | Reduced |
| Walkner Condon Financial Advisors LLC | 58,550 | $11.3M | 2.57% | +2,043+3.6% | Added |
| Strategic Advocates LLC | 58,511 | $11.3M | 4.79% | −842−1.4% | Reduced |
| Mirabella Financial Services LLP | 58,485 | $11.3M | 1.62% | +55,694+1,995.5% | Added |
| Old Point Trust & Financial Services N A | 58,471 | $11.3M | 4.54% | −3,459−5.6% | Reduced |
| Wealth Management Partners, LLC | 58,465 | $11.3M | 6.28% | −1,063−1.8% | Reduced |
| Boston Research & Management Inc | 58,461 | $11.3M | 2.99% | +1,867+3.3% | Added |
| ICICI Prudential Asset Management Co Ltd | 58,443 | $11.3M | 1.31% | −6,424−9.9% | Reduced |
| Pearl River Capital, LLC | 58,431 | $11.2M | 1.80% | +20,976+56.0% | Added |
| Pacifica Partners Inc. | 58,105 | $11.2M | 5.53% | +3,706+6.8% | Added |
| Lincoln Capital LLC | 58,367 | $11.2M | 2.74% | −40−0.1% | Reduced |
| Prosperity Financial Group, Inc. | 58,364 | $11.2M | 7.80% | +1,757+3.1% | Added |
| Brick & Kyle, Associates | 58,342 | $11.2M | 5.59% | −1,800−3.0% | Reduced |
| Titleist Asset Management, LLC | 58,280 | $11.2M | 2.08% | −1,696−2.8% | Reduced |
| Capital Advantage, Inc. | 58,262 | $11.2M | 2.28% | +334+0.6% | Added |
| Fairfield Financial Advisors, LTD | 58,235 | $11.2M | 4.27% | +798+1.4% | Added |
| First Community Trust NA | 57,927 | $11.2M | 12.10% | −838−1.4% | Reduced |
| SJS Investment Consulting Inc. | 57,793 | $11.1M | 2.52% | +150+0.3% | Added |
| Texas Capital Bancshares Inc | 57,788 | $11.1M | 5.93% | 00.0% | Unchanged |
| Owen LaRue, LLC | 57,783 | $11.1M | 10.58% | −511−0.9% | Reduced |
| Loomis Sayles & Co L P | 57,775 | $11.1M | 0.02% | +17,095+42.0% | Added |
| Channel Wealth LLC | 57,756 | $11.1M | 5.25% | −373−0.6% | Reduced |
| Eastover Investment Advisors LLC | 57,732 | $11.1M | 5.88% | −129−0.2% | Reduced |
| Strengthening Families & Communities, LLC | 57,724 | $11.1M | 7.72% | +1,786+3.2% | Added |
| Roman Butler Fullerton & Co | 57,661 | $11.1M | 4.32% | −359−0.6% | Reduced |
| Jump Financial, LLC | 57,594 | $11.1M | 0.36% | +41,828+265.3% | Added |
| Trail Ridge Investment Advisors, LLC | 57,443 | $11.1M | 6.78% | −287−0.5% | Reduced |
| Clay Northam Wealth Management, LLC | 57,409 | $11.1M | 9.83% | +648+1.1% | Added |