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 |
|---|---|---|---|---|---|
| Calton & Associates, Inc. | 48,625 | $9.36M | 3.77% | +25,001+105.8% | Added |
| Brevan Howard Capital Management LP | 48,608 | $9.36M | 0.94% | +41,169+553.4% | Added |
| Invst, LLC | 49,410 | $9.35M | 1.20% | −2,219−4.3% | Reduced |
| Concentric Wealth Management, LLC | 48,576 | $9.35M | 2.71% | −287−0.6% | Reduced |
| Financial Council Asset Management Inc | 48,571 | $9.35M | 6.27% | +2,151+4.6% | Added |
| Ashburton (Jersey) Ltd | 54,565 | $9.34M | 4.67% | −1,709−3.0% | Reduced |
| CVA Family Office, LLC | 48,434 | $9.32M | 1.82% | −85−0.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 48,364 | $9.31M | 0.47% | −3,559−6.9% | Reduced |
| Searcy Financial Services Inc | 48,249 | $9.29M | 5.15% | −236−0.5% | Reduced |
| Fountainhead AM, LLC | 48,212 | $9.28M | 2.55% | +1,647+3.5% | Added |
| Trinity Legacy Partners, LLC | 48,196 | $9.28M | 2.92% | −1,131−2.3% | Reduced |
| Leeward Financial Partners, LLC | 48,195 | $9.28M | 4.48% | −70.0% | Reduced |
| JT Stratford LLC | 48,164 | $9.27M | 2.12% | +2,226+4.8% | Added |
| Hixon Zuercher, LLC | 48,155 | $9.27M | 4.30% | −220−0.5% | Reduced |
| Buck Wealth Strategies, LLC | 48,134 | $9.27M | 3.43% | −201−0.4% | Reduced |
| FDx Advisors, Inc. | 48,101 | $9.26M | 0.72% | −3,246−6.3% | Reduced |
| Pettinga Financial Advisors, LLC | 48,051 | $9.25M | 2.48% | +1,711+3.7% | Added |
| Gs Investments, Inc. | 48,005 | $9.24M | 4.83% | +50.0% | Added |
| Monetta Financial Services Inc | 48,000 | $9.24M | 8.81% | −2,500−5.0% | Reduced |
| CV Advisors LLC | 47,946 | $9.23M | 6.66% | +3,238+7.2% | Added |
| Patron Partners Advisors, LLC | 47,893 | $9.22M | 6.12% | −203−0.4% | Reduced |
| Alan B. Lancz & Associates, Inc. | 47,889 | $9.22M | 9.69% | −370−0.8% | Reduced |
| Stokes Capital Advisors, LLC | 47,844 | $9.21M | 2.92% | −375−0.8% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 47,827 | $9.21M | 2.71% | +47,827 | New |
| Shepherd Kaplan Krochuk, LLC | 47,821 | $9.21M | 7.48% | +20.0% | Added |
| Paragon Wealth Strategies, LLC | 47,818 | $9.21M | 2.53% | −496−1.0% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 47,783 | $9.20M | 2.23% | +7,722+19.3% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 47,742 | $9.19M | 2.94% | −3,922−7.6% | Reduced |
| Lynch & Associates | 47,735 | $9.19M | 2.23% | −92−0.2% | Reduced |
| Capital Advisors Wealth Management, LLC | 47,714 | $9.19M | 2.09% | +764+1.6% | Added |
| LCM Capital Management Inc | 47,535 | $9.15M | 6.62% | −34−0.1% | Reduced |
| Patriot Investment Management Inc. | 47,416 | $9.13M | 0.78% | −2,120−4.3% | Reduced |
| Diversified, LLC | 47,326 | $9.11M | 1.97% | +336+0.7% | Added |
| Highview Capital Management LLC | 47,229 | $9.09M | 4.84% | +453+1.0% | Added |
| Wealth Alliance Advisory Group, LLC | 47,151 | $9.08M | 2.37% | +757+1.6% | Added |
| Thompson Investment Management, Inc. | 47,122 | $9.07M | 1.46% | +2,159+4.8% | Added |
| Analyst IMS Investment Management Services Ltd. | 46,986 | $9.05M | 0.47% | −2,227−4.5% | Reduced |
| Key Client Fiduciary Advisors, LLC | 46,972 | $9.04M | 5.27% | −3,227−6.4% | Reduced |
| Genesee Capital Advisors, LLC | 46,911 | $9.03M | 5.57% | +1,427+3.1% | Added |
| Vise Technologies, Inc. | 46,829 | $9.02M | 1.94% | +1,212+2.7% | Added |
| RPg Family Wealth Advisory, LLC | 46,808 | $9.01M | 3.32% | +2,552+5.8% | Added |
| Northcape Wealth Management, LLC | 46,792 | $9.01M | 3.26% | −404−0.9% | Reduced |
| Fox Hill Wealth Management | 46,598 | $8.97M | 6.88% | +46,598 | New |
| Investmark Advisory Group LLC | 46,549 | $8.96M | 5.26% | −366−0.8% | Reduced |
| Garda Capital Partners LP | 46,495 | $8.95M | 4.56% | −36,088−43.7% | Reduced |
| ROI Financial Advisors, LLC | 46,450 | $8.94M | 7.40% | +46,450 | New |
| HHM Wealth Advisors, LLC | 46,410 | $8.94M | 1.56% | −1,475−3.1% | Reduced |
| Sax Wealth Advisors, LLC | 46,371 | $8.93M | 1.46% | +317+0.7% | Added |
| HBW Advisory Services LLC | 46,346 | $8.92M | 1.67% | −808−1.7% | Reduced |
| Norway Savings Bank | 46,315 | $8.92M | 3.95% | −1,277−2.7% | Reduced |
| Beacon Financial Group | 46,211 | $8.90M | 1.09% | −9,764−17.4% | Reduced |
| Kowal Investment Group, LLC | 46,186 | $8.89M | 2.08% | +1,593+3.6% | Added |
| Sonata Capital Group Inc | 46,149 | $8.88M | 4.42% | +30.0% | Added |
| Delaney Dennis R | 46,066 | $8.87M | 5.26% | −549−1.2% | Reduced |
| D.B. Root & Company, LLC | 45,978 | $8.85M | 3.21% | −2,795−5.7% | Reduced |
| Asset Management Advisors, LLC | 45,967 | $8.85M | 7.28% | −530−1.1% | Reduced |
| Alterity Financial Group, LLC | 45,937 | $8.84M | 12.65% | −1,010−2.2% | Reduced |
| Syntegra Private Wealth Group, LLC | 45,875 | $8.83M | 1.25% | −279−0.6% | Reduced |
| Baker Ellis Asset Management LLC | 45,765 | $8.81M | 1.41% | −1,729−3.6% | Reduced |
| Jmac Enterprises LLC | 45,716 | $8.80M | 1.89% | +566+1.3% | Added |
| Financial Enhancement Group LLC | 48,180 | $8.80M | 1.55% | +2,804+6.2% | Added |
| Atlas Private Wealth Management | 45,683 | $8.80M | 4.13% | −207−0.5% | Reduced |
| Curtis Advisory Group, LLC | 45,672 | $8.79M | 4.01% | −670−1.4% | Reduced |
| Everpar Advisors LLC | 45,651 | $8.79M | 4.09% | +45,651 | New |
| White Pine Investment CO | 45,630 | $8.79M | 2.84% | +1,090+2.4% | Added |
| Waterfront Wealth Inc. | 45,482 | $8.76M | 2.58% | −132−0.3% | Reduced |
| GSB Wealth Management, LLC | 45,431 | $8.75M | 2.69% | +379+0.8% | Added |
| Cohen Investment Advisors LLC | 45,384 | $8.74M | 6.43% | −1,190−2.6% | Reduced |
| Ceera Investments, LLC | 45,303 | $8.72M | 4.11% | −245−0.5% | Reduced |
| Matisse Capital | 45,302 | $8.72M | 4.65% | +8,793+24.1% | Added |
| Sandhill Capital Partners LLC | 45,295 | $8.72M | 0.72% | −987−2.1% | Reduced |
| Cottage Street Advisors LLC | 46,143 | $8.71M | 5.89% | −7,666−14.2% | Reduced |
| Capstone Investment Advisors, LLC | 45,212 | $8.70M | 0.15% | −110,275−70.9% | Reduced |
| Cross Staff Investments Inc | 45,178 | $8.70M | 7.70% | +508+1.1% | Added |
| Derbend Asset Management | 45,133 | $8.69M | 5.04% | +1,720+4.0% | Added |
| ABLE Financial Group, LLC | 45,130 | $8.69M | 3.76% | +1,216+2.8% | Added |
| DGS Capital Management, LLC | 45,071 | $8.68M | 3.34% | +1,777+4.1% | Added |
| KP Management LLC | 45,000 | $8.66M | 4.29% | +45,000 | New |
| Founders Capital Management | 44,995 | $8.66M | 6.29% | −276−0.6% | Reduced |
| West Michigan Advisors, LLC | 44,907 | $8.65M | 3.28% | +1,926+4.5% | Added |
| Zweig-DiMenna Associates LLC | 44,900 | $8.64M | 1.00% | −18,800−29.5% | Reduced |
| Game Plan Financial Advisors, LLC | 44,927 | $8.64M | 4.95% | +44,927 | New |
| Chapman Investment Management, LLC | 44,870 | $8.64M | 6.58% | −2,677−5.6% | Reduced |
| Concord Asset Management, LLC | 44,745 | $8.61M | 2.53% | +12,385+38.3% | Added |
| Aurora Investment Managers, LLC. | 44,740 | $8.61M | 6.56% | −1,238−2.7% | Reduced |
| William Allan, LLC | 44,729 | $8.61M | 6.18% | −4,802−9.7% | Reduced |
| East Coast Asset Management, LLC. | 44,703 | $8.61M | 3.52% | −48−0.1% | Reduced |
| Reliant Investment Management, LLC | 44,650 | $8.60M | 4.38% | −1,303−2.8% | Reduced |
| Westwood Management Corp | 44,640 | $8.60M | 3.18% | −58,452−56.7% | Reduced |
| Centerpoint Advisors, LLC | 44,588 | $8.59M | 3.37% | −2,190−4.7% | Reduced |
| Parkside Advisors LLC | 44,565 | $8.58M | 2.38% | −488−1.1% | Reduced |
| Bank of Stockton | 44,776 | $8.58M | 2.84% | −841−1.8% | Reduced |
| Palumbo Wealth Management LLC | 44,540 | $8.58M | 4.38% | +247+0.6% | Added |
| Van Leeuwen & Company, LLC | 44,522 | $8.57M | 4.99% | −848−1.9% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 43,960 | $8.55M | 3.57% | −250−0.6% | Reduced |
| Pine Haven Investment Counsel, Inc | 44,404 | $8.55M | 8.00% | −640−1.4% | Reduced |
| Cheviot Value Management, LLC | 44,233 | $8.54M | 1.84% | −2,238−4.8% | Reduced |
| Opinicus Capital, Inc. | 44,322 | $8.53M | 8.70% | +44,322 | New |
| Morling Financial Advisors, LLC | 44,315 | $8.53M | 6.89% | −143−0.3% | Reduced |
| Clarus Wealth Advisors | 45,221 | $8.53M | 5.05% | +45,221 | New |