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 11 sales; 6,152 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 | 6,152 | $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 |
|---|---|---|---|---|---|
| Seamount Financial Group Inc | 57,350 | $11.0M | 10.58% | +57,350 | New |
| Lafayette Investments, Inc. | 57,317 | $11.0M | 2.74% | −241−0.4% | Reduced |
| City State Bank | 57,299 | $11.0M | 5.53% | +244+0.4% | Added |
| 3Chopt Investment Partners, LLC | 57,294 | $11.0M | 4.06% | +12,086+26.7% | Added |
| Legato Capital Management LLC | 57,263 | $11.0M | 1.44% | −1,150−2.0% | Reduced |
| Advisory Research Inc | 57,261 | $11.0M | 1.70% | −13,308−18.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 57,113 | $11.0M | 5.59% | +419+0.7% | Added |
| Excalibur Management Corp | 57,057 | $11.0M | 5.16% | −47−0.1% | Reduced |
| Sawyer & Company, Inc | 57,006 | $11.0M | 4.84% | −3,344−5.5% | Reduced |
| Abbot Financial Management, Inc. | 56,965 | $11.0M | 6.60% | −1,179−2.0% | Reduced |
| Citizens & Northern Corp | 56,827 | $10.9M | 3.91% | −1,661−2.8% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 56,797 | $10.9M | 1.15% | −70,058−55.2% | Reduced |
| Perpetual Ltd | 56,788 | $10.9M | 0.11% | −6,769−10.7% | Reduced |
| Soundwatch Capital LLC | 56,765 | $10.9M | 5.27% | −7,297−11.4% | Reduced |
| Inspirion Wealth Advisors, LLC | 58,792 | $10.9M | 1.97% | −924−1.5% | Reduced |
| Alaethes Wealth LLC | 56,687 | $10.9M | 5.17% | −2,473−4.2% | Reduced |
| ORG Partners LLC | 56,667 | $10.9M | 1.82% | +4,073+7.7% | Added |
| Advocate Group LLC | 56,683 | $10.9M | 2.34% | −4,446−7.3% | Reduced |
| Delta Asset Management LLC | 56,652 | $10.9M | 1.04% | −510−0.9% | Reduced |
| Alkeon Capital Management LLC | 56,627 | $10.9M | 0.07% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 56,533 | $10.9M | 1.76% | +8,190+16.9% | Added |
| Sterling Financial Group, Inc. | 56,462 | $10.9M | 6.45% | −536−0.9% | Reduced |
| TLW Wealth Management, LLC | 56,439 | $10.9M | 7.74% | −3,023−5.1% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 56,409 | $10.9M | 6.63% | +119+0.2% | Added |
| Yoder Wealth Management, Inc. | 56,341 | $10.8M | 7.65% | −1,836−3.2% | Reduced |
| SPC Financial, Inc. | 56,328 | $10.8M | 1.11% | +3,142+5.9% | Added |
| Global Trust Asset Management, LLC | 56,049 | $10.8M | 4.73% | −298−0.5% | Reduced |
| Harbor Advisory Corp | 55,976 | $10.8M | 3.86% | −3,441−5.8% | Reduced |
| Alhambra Investment Partners LLC | 55,919 | $10.8M | 6.39% | −601−1.1% | Reduced |
| Baxter Bros Inc | 55,783 | $10.7M | 1.49% | −844−1.5% | Reduced |
| High Falls Advisors, Inc | 55,778 | $10.7M | 2.87% | +358+0.6% | Added |
| Private Portfolio Partners LLC | 55,688 | $10.7M | 2.46% | −97−0.2% | Reduced |
| CoreFirst Bank & Trust | 55,626 | $10.7M | 7.12% | −2,474−4.3% | Reduced |
| LWMG, LLC | 55,564 | $10.7M | 2.63% | +575+1.0% | Added |
| Eagle Capital Management, LLC | 55,527 | $10.7M | 5.21% | −1,498−2.6% | Reduced |
| WealthShield Partners, LLC | 55,496 | $10.7M | 1.76% | −4,095−6.9% | Reduced |
| Somerset Trust Co | 55,356 | $10.7M | 4.67% | −3,454−5.9% | Reduced |
| REDW Wealth LLC | 55,338 | $10.7M | 3.05% | −1,775−3.1% | Reduced |
| Financial Security Advisor, Inc. | 55,332 | $10.7M | 4.19% | −637−1.1% | Reduced |
| Fortis Group Advisors, LLC | 63,159 | $10.6M | 2.63% | +4,078+6.9% | Added |
| Zimmermann Investment Management & Planning LLC | 55,263 | $10.6M | 4.35% | +30.0% | Added |
| Lincoln Capital Corp | 55,203 | $10.6M | 5.19% | −383−0.7% | Reduced |
| Financial Advisors Network, Inc. | 55,190 | $10.6M | 2.14% | −941−1.7% | Reduced |
| Lee Johnson Capital Management, LLC | 55,178 | $10.6M | 16.08% | −2,576−4.5% | Reduced |
| Timber Creek Capital Management LLC | 55,159 | $10.6M | 3.62% | −344−0.6% | Reduced |
| Lebenthal Global Advisors, LLC | 55,107 | $10.6M | 2.47% | +6,063+12.4% | Added |
| McIlrath & Eck, LLC | 55,103 | $10.6M | 1.86% | −173−0.3% | Reduced |
| First United Bank Trust | 55,087 | $10.6M | 4.24% | −1,538−2.7% | Reduced |
| Merrion Investment Management Co, LLC | 55,086 | $10.6M | 8.33% | −1,000−1.8% | Reduced |
| Kensington Investment Counsel, LLC | 55,075 | $10.6M | 5.56% | +2,441+4.6% | Added |
| Trust Investment Advisors | 55,061 | $10.6M | 8.26% | −316−0.6% | Reduced |
| Kemnay Advisory Services Inc. | 55,029 | $10.6M | 2.57% | +616+1.1% | Added |
| AFS Financial Group, LLC | 54,945 | $10.6M | 9.93% | −67,292−55.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 54,939 | $10.6M | 2.55% | −959−1.7% | Reduced |
| Menlo Advisors LLC | 54,911 | $10.6M | 6.50% | −100−0.2% | Reduced |
| Abundance Wealth Counselors | 54,907 | $10.6M | 2.75% | +86+0.2% | Added |
| Asio Capital, LLC | 54,788 | $10.5M | 2.46% | +674+1.2% | Added |
| Darwin Advisors, LLC | 54,749 | $10.5M | 2.83% | −3,451−5.9% | Reduced |
| Provenance Wealth Advisors, LLC | 54,709 | $10.5M | 1.42% | −2,782−4.8% | Reduced |
| Kathmere Capital Management, LLC | 54,702 | $10.5M | 1.37% | +738+1.4% | Added |
| Evexia Wealth LLC | 56,578 | $10.5M | 4.44% | +954+1.7% | Added |
| Symmetry Investments LP | 54,576 | $10.5M | 1.92% | +54,576 | New |
| NovaPoint Capital, LLC | 54,572 | $10.5M | 3.90% | −859−1.5% | Reduced |
| Sage Advisors, LLC | 54,566 | $10.5M | 10.44% | +54,566 | New |
| Davidson Trust Co | 54,559 | $10.5M | 6.77% | +3,237+6.3% | Added |
| Parisi Gray Wealth Management | 54,508 | $10.5M | 4.25% | +270.0% | Added |
| Rock Point Advisors, LLC | 54,503 | $10.5M | 3.18% | −1,155−2.1% | Reduced |
| Smartleaf Asset Management LLC | 56,682 | $10.5M | 2.80% | +56,682 | New |
| Bonness Enterprises Inc | 54,440 | $10.5M | 4.38% | −500−0.9% | Reduced |
| Pine Ridge Advisers LLC | 54,395 | $10.5M | 1.84% | 00.0% | Unchanged |
| Norden Group LLC | 54,191 | $10.4M | 1.82% | +2,777+5.4% | Added |
| Balyasny Asset Management LLC | 54,177 | $10.4M | 0.03% | −56,757−51.2% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 54,166 | $10.4M | 3.43% | −1,085−2.0% | Reduced |
| Xcel Wealth Management, LLC | 54,052 | $10.4M | 3.65% | −53−0.1% | Reduced |
| Morse Asset Management, Inc | 54,006 | $10.4M | 3.06% | −6,203−10.3% | Reduced |
| Eagle Ridge Investment Management | 53,999 | $10.4M | 1.02% | −3,184−5.6% | Reduced |
| Silverlake Wealth Management LLC | 53,951 | $10.4M | 5.73% | −5,631−9.5% | Reduced |
| Thomas Story & Son LLC | 53,866 | $10.4M | 4.87% | −4,736−8.1% | Reduced |
| Simplex Trading, LLC | 53,768 | $10.4M | 0.32% | −245,491−82.0% | Reduced |
| Benson Investment Management Company, Inc. | 53,687 | $10.3M | 5.29% | −2,407−4.3% | Reduced |
| Stiles Financial Services Inc | 53,649 | $10.3M | 4.69% | −727−1.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 53,645 | $10.3M | 6.22% | +341+0.6% | Added |
| First County Bank | 53,531 | $10.3M | 5.00% | −193−0.4% | Reduced |
| Clarus Group, Inc. | 53,496 | $10.3M | 7.79% | −2,222−4.0% | Reduced |
| jvl associates llc | 53,455 | $10.3M | 4.65% | +90+0.2% | Added |
| Atticus Wealth Management, LLC | 53,444 | $10.3M | 3.63% | −1,341−2.4% | Reduced |
| MTM Investment Management, LLC | 53,443 | $10.3M | 4.70% | −275−0.5% | Reduced |
| Greater Midwest Financial Group, LLC | 53,426 | $10.3M | 7.00% | +53,426 | New |
| Castle Rock Wealth Management, LLC | 56,945 | $10.3M | 3.12% | −388−0.7% | Reduced |
| Hollow Brook Wealth Management LLC | 53,398 | $10.3M | 4.10% | +209+0.4% | Added |
| Vista Investment Partners LLC | 53,325 | $10.3M | 3.78% | +53,325 | New |
| Nkcfo LLC | 53,300 | $10.3M | 5.56% | 00.0% | Unchanged |
| Eukles Asset Management | 53,277 | $10.3M | 4.85% | −415−0.8% | Reduced |
| Family Capital Trust Co | 53,142 | $10.2M | 3.23% | −131−0.2% | Reduced |
| Spinnaker Investment Group, LLC | 53,137 | $10.2M | 3.11% | +445+0.8% | Added |
| Blue Zone Wealth Advisors, LLC | 53,107 | $10.2M | 4.08% | −190−0.4% | Reduced |
| Martin & Co Inc | 53,097 | $10.2M | 2.52% | −1,914−3.5% | Reduced |
| Harbour Investment Management LLC | 53,028 | $10.2M | 5.33% | −2,487−4.5% | Reduced |
| Modern Wealth Management, LLC | 53,004 | $10.2M | 1.29% | +53,004 | New |
| DMG Group, LLC | 52,974 | $10.2M | 9.64% | −5,170−8.9% | Reduced |