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 |
|---|---|---|---|---|---|
| Valley Brook Capital Group | 52,961 | $10.2M | 8.88% | −104−0.2% | Reduced |
| Signature Wealth Management Partners, LLC | 52,925 | $10.2M | 8.92% | −1,048−1.9% | Reduced |
| Palogic Value Management, L.P. | 52,894 | $10.2M | 4.51% | −75−0.1% | Reduced |
| Colonial River Wealth Management, LLC | 52,824 | $10.2M | 6.05% | +8,608+19.5% | Added |
| Quantbot Technologies LP | 52,671 | $10.1M | 0.59% | +4,667+9.7% | Added |
| Brown Capital Management LLC | 52,594 | $10.1M | 0.15% | −7,098−11.9% | Reduced |
| Allstate Corp | 52,585 | $10.1M | 0.70% | −2,932−5.3% | Reduced |
| Alera Investment Advisors, LLC | 52,536 | $10.1M | 1.32% | +295+0.6% | Added |
| Invesco, LLC | 52,508 | $10.1M | 4.69% | +2,803+5.6% | Added |
| Peninsula Asset Management Inc | 52,494 | $10.1M | 5.89% | −220.0% | Reduced |
| Childress Capital Advisors, LLC | 52,474 | $10.1M | 3.01% | −2,418−4.4% | Reduced |
| Advanced Asset Management Advisors Inc | 52,459 | $10.1M | 2.40% | −246−0.5% | Reduced |
| Strategic Investment Solutions, Inc. | 52,227 | $10.1M | 1.74% | −630,221−92.3% | Reduced |
| Horizon Investment Services, LLC | 52,187 | $10.0M | 5.42% | −1,632−3.0% | Reduced |
| Planning Alternatives Ltd | 52,176 | $10.0M | 1.76% | +124+0.2% | Added |
| WealthBridge Investment Counsel Inc. | 52,083 | $10.0M | 4.01% | −3,216−5.8% | Reduced |
| 626 Financial, LLC | 52,076 | $10.0M | 6.63% | +4,316+9.0% | Added |
| Cove Private Wealth, LLC | 52,031 | $10.0M | 9.50% | +52,031 | New |
| Cim Investment Mangement Inc | 52,023 | $10.0M | 3.23% | +1,114+2.2% | Added |
| White Pine Capital LLC | 51,998 | $10.0M | 3.86% | −3,756−6.7% | Reduced |
| C2C Wealth Management, LLC | 51,710 | $10.0M | 8.48% | −45,680−46.9% | Reduced |
| Prosperitas Financial LLC | 51,966 | $10.0M | 7.37% | +368+0.7% | Added |
| Arden Trust Co | 51,952 | $10.0M | 1.47% | +422+0.8% | Added |
| Ayalon Holdings Ltd. | 51,949 | $10.0M | 3.63% | +632+1.2% | Added |
| TFC Financial Management | 51,921 | $10.0M | 2.02% | −480−0.9% | Reduced |
| First Business Financial Services, Inc. | 51,852 | $9.98M | 1.16% | −2,586−4.8% | Reduced |
| Charles Carroll Financial Partners, LLC | 51,833 | $9.98M | 10.74% | −2,886−5.3% | Reduced |
| Carl P. Sherr & Co., LLC | 51,801 | $9.97M | 6.03% | −2,590−4.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 51,763 | $9.97M | 6.71% | +734+1.4% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 51,702 | $9.95M | 4.44% | +51,702 | New |
| Beech Hill Advisors, Inc. | 51,678 | $9.95M | 4.81% | −2,955−5.4% | Reduced |
| CFS Investment Advisory Services, LLC | 51,641 | $9.94M | 1.79% | +2,216+4.5% | Added |
| Cornerstone Capital, Inc. | 51,606 | $9.94M | 1.09% | −905−1.7% | Reduced |
| Riggs Asset Managment Co. Inc. | 51,525 | $9.92M | 3.15% | +830+1.6% | Added |
| Goodman Advisory Group, LLC | 51,502 | $9.92M | 3.38% | +13,437+35.3% | Added |
| Modus Advisors, LLC | 51,495 | $9.91M | 4.02% | +796+1.6% | Added |
| McLean Asset Management Corp | 54,721 | $9.91M | 3.72% | −3,052−5.3% | Reduced |
| Congress Park Capital LLC | 51,490 | $9.91M | 4.84% | −2,646−4.9% | Reduced |
| Transcendent Capital Group LLC | 51,441 | $9.90M | 6.60% | +51,441 | New |
| Meridian Investment Counsel Inc. | 51,434 | $9.90M | 3.40% | −4,252−7.6% | Reduced |
| Peak Financial Management, Inc. | 51,379 | $9.89M | 3.32% | −817−1.6% | Reduced |
| Marshall Financial Group LLC | 51,219 | $9.86M | 3.18% | +116+0.2% | Added |
| Partners Capital Investment Group, LLP | 51,202 | $9.86M | 0.22% | −17,623−25.6% | Reduced |
| Gateway Advisory, LLC | 51,107 | $9.84M | 1.89% | −1,900−3.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 51,073 | $9.83M | 3.65% | +10,405+25.6% | Added |
| Wealthquest Corp | 51,054 | $9.83M | 1.09% | +887+1.8% | Added |
| Asahi Life Asset Management Co., Ltd. | 50,945 | $9.81M | 5.39% | −40,957−44.6% | Reduced |
| Silvia McColl Wealth Management, LLC | 50,925 | $9.80M | 8.83% | +5,440+12.0% | Added |
| Wealth Advisors of Tampa Bay, LLC | 50,911 | $9.80M | 4.92% | −49,911−49.5% | Reduced |
| Next Level Private LLC | 50,850 | $9.79M | 5.55% | +250.0% | Added |
| Chesapeake Wealth Management | 50,846 | $9.79M | 3.78% | −995−1.9% | Reduced |
| Ethos Financial Group, LLC | 50,680 | $9.76M | 2.08% | +2,218+4.6% | Added |
| Prospect Financial Services LLC | 50,652 | $9.75M | 9.84% | +50,652 | New |
| Sovereign Financial Group, Inc. | 50,589 | $9.74M | 2.97% | +1,300+2.6% | Added |
| Y.D. More Investments Ltd | 50,533 | $9.73M | 1.99% | +600+1.2% | Added |
| Wisconsin Capital Management LLC | 50,492 | $9.72M | 5.78% | −2,868−5.4% | Reduced |
| Capital Wealth Planning, LLC | 50,490 | $9.72M | 0.11% | −2,466,350−98.0% | Reduced |
| Rede Wealth, LLC | 50,464 | $9.72M | 4.61% | −157−0.3% | Reduced |
| Cetera Trust Company, N.A | 50,266 | $9.68M | 6.03% | +50,266 | New |
| LBMC Investment Advisors, LLC | 50,160 | $9.66M | 0.92% | +145+0.3% | Added |
| American Trust Investment Advisors, LLC | 50,151 | $9.66M | 5.02% | −18,444−26.9% | Reduced |
| Waypoint Capital Advisors, LLC | 50,147 | $9.65M | 2.81% | −143−0.3% | Reduced |
| Laraway Financial Inc | 50,138 | $9.65M | 9.17% | −986−1.9% | Reduced |
| CNB Bank | 50,104 | $9.65M | 5.18% | −1,074−2.1% | Reduced |
| Foster Victor Wealth Advisors, LLC | 51,984 | $9.65M | 0.99% | −1,731−3.2% | Reduced |
| Headinvest, LLC | 50,100 | $9.65M | 2.01% | −3,055−5.7% | Reduced |
| TSFG, LLC | 50,077 | $9.64M | 3.04% | −866−1.7% | Reduced |
| Affiance Financial, LLC | 50,043 | $9.63M | 2.80% | −145−0.3% | Reduced |
| Bright Rock Capital Management, LLC | 50,000 | $9.63M | 2.18% | 00.0% | Unchanged |
| Kentucky Farm Bureau Mutual Insurance Co | 50,000 | $9.63M | 2.48% | 00.0% | Unchanged |
| Alight Capital Management LP | 50,000 | $9.63M | 3.08% | +50,000 | New |
| West Wealth Group, LLC | 49,995 | $9.63M | 3.80% | +5,496+12.4% | Added |
| Heartland Bank & Trust Co | 49,942 | $9.62M | 6.62% | −3,224−6.1% | Reduced |
| Moss Adams Wealth Advisors LLC | 49,923 | $9.61M | 2.00% | +3,680+8.0% | Added |
| Enterprise Financial Services Corp | 49,863 | $9.60M | 5.85% | +70+0.1% | Added |
| Buffington Mohr McNeal | 49,809 | $9.59M | 1.93% | +3,353+7.2% | Added |
| McElhenny Sheffield Capital Management, LLC | 50,183 | $9.58M | 3.90% | +23,660+89.2% | Added |
| Ellerson Group Inc | 49,731 | $9.57M | 8.31% | −1,770−3.4% | Reduced |
| Portland Global Advisors LLC | 49,717 | $9.57M | 1.43% | −588−1.2% | Reduced |
| Institutional & Family Asset Management, LLC | 49,693 | $9.57M | 1.58% | −2,879−5.5% | Reduced |
| Handelsinvest Investeringsforvaltning | 49,679 | $9.56M | 3.90% | +19,612+65.2% | Added |
| McMahon Financial Advisors, LLC | 49,615 | $9.55M | 2.69% | +53+0.1% | Added |
| Midland Wealth Advisors LLC | 49,613 | $9.55M | 0.65% | +49,613 | New |
| Bank Hapoalim BM | 49,502 | $9.53M | 1.30% | +49,502 | New |
| Bridgeworth, LLC | 49,456 | $9.52M | 0.94% | −792−1.6% | Reduced |
| Marino, Stram & Associates LLC | 49,416 | $9.51M | 2.46% | −61−0.1% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 49,354 | $9.50M | 4.42% | +2,764+5.9% | Added |
| Savoie Capital LLC | 49,354 | $9.50M | 2.17% | +15,000+43.7% | Added |
| Graphene Investments SAS | 49,100 | $9.45M | 6.13% | −2,200−4.3% | Reduced |
| Mystic Asset Management, Inc. | 49,091 | $9.45M | 4.52% | +1,784+3.8% | Added |
| Purus Wealth Management, LLC | 49,014 | $9.44M | 5.47% | +1,085+2.3% | Added |
| Clearwater Capital Advisors, LLC | 48,928 | $9.42M | 1.06% | −3,363−6.4% | Reduced |
| Bulltick Wealth Management, LLC | 48,907 | $9.42M | 2.16% | +9,334+23.6% | Added |
| Security National Bank of So Dak | 48,904 | $9.42M | 6.21% | −649−1.3% | Reduced |
| Strong Tower Advisory Services | 48,895 | $9.41M | 4.17% | +305+0.6% | Added |
| Burke & Herbert Bank & Trust Co | 48,844 | $9.40M | 6.75% | −243−0.5% | Reduced |
| Levy Wealth Management Group, LLC | 48,837 | $9.40M | 2.64% | −2,135−4.2% | Reduced |
| Spirit of America Management Corp | 48,732 | $9.38M | 2.06% | −300−0.6% | Reduced |
| Geller Advisors LLC | 48,697 | $9.38M | 0.91% | −178−0.4% | Reduced |
| REAP Financial Group, LLC | 48,689 | $9.37M | 2.73% | +48,689 | New |