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 |
|---|---|---|---|---|---|
| North Growth Management Ltd. | 44,000 | $8.51M | 1.82% | 00.0% | Unchanged |
| Family Legacy, Inc. | 44,188 | $8.51M | 3.25% | −341−0.8% | Reduced |
| My Legacy Advisors, LLC | 45,839 | $8.51M | 3.07% | −877−1.9% | Reduced |
| Agate Pass Investment Management, LLC | 44,114 | $8.49M | 4.92% | +437+1.0% | Added |
| Custom Index Systems, LLC | 44,109 | $8.49M | 5.35% | +44,109 | New |
| Eaton Financial Holdings Company, LLC | 44,081 | $8.49M | 2.05% | +3,880+9.7% | Added |
| Planning Directions Inc | 44,047 | $8.48M | 6.05% | +179+0.4% | Added |
| FCG Investment Co | 44,018 | $8.47M | 8.31% | +44,018 | New |
| Boyd Watterson Asset Management LLC | 44,014 | $8.47M | 3.35% | −323−0.7% | Reduced |
| Freedom Day Solutions, LLC | 43,994 | $8.47M | 3.32% | −250−0.6% | Reduced |
| Integrated Investment Consultants, LLC | 43,984 | $8.47M | 2.68% | +326+0.7% | Added |
| Drexel Morgan & Co. | 43,952 | $8.46M | 1.96% | +171+0.4% | Added |
| Cypress Capital, LLC | 43,930 | $8.46M | 2.41% | +152+0.3% | Added |
| RBA Wealth Management, LLC | 43,880 | $8.45M | 3.69% | −22−0.1% | Reduced |
| BKM Wealth Management, LLC | 43,863 | $8.45M | 3.60% | +43,863 | New |
| Acima Private Wealth, LLC | 43,840 | $8.44M | 3.30% | −5,581−11.3% | Reduced |
| Unigestion Holding SA | 43,696 | $8.41M | 0.46% | −964−2.2% | Reduced |
| Retirement Planning Co of New England, Inc. | 43,582 | $8.39M | 3.78% | +2,343+5.7% | Added |
| Intact Investment Management Inc. | 43,500 | $8.38M | 0.34% | −2,500−5.4% | Reduced |
| Tanaka Capital Management Inc | 43,480 | $8.37M | 20.47% | −2,095−4.6% | Reduced |
| United Bank | 43,394 | $8.35M | 4.61% | −198−0.5% | Reduced |
| Oarsman Capital, Inc. | 43,310 | $8.34M | 2.21% | +2,438+6.0% | Added |
| WestHill Financial Advisors, Inc. | 43,299 | $8.34M | 2.21% | −52−0.1% | Reduced |
| Curated Wealth Partners LLC | 43,247 | $8.33M | 1.36% | −1,819−4.0% | Reduced |
| Clear Creek Financial Management, LLC | 43,233 | $8.32M | 1.32% | −738−1.7% | Reduced |
| Slagle Financial, LLC | 86,334 | $8.32M | 4.77% | +42,228+95.7% | Added |
| Hudson Canyon Capital Management | 43,217 | $8.32M | 6.06% | −990−2.2% | Reduced |
| Gilbert & Cook, Inc. | 43,210 | $8.32M | 1.18% | +906+2.1% | Added |
| Joseph P. Lucia & Associates, LLC | 43,160 | $8.31M | 5.17% | +90.0% | Added |
| Thrive Wealth Management, LLC | 43,106 | $8.30M | 1.85% | −696−1.6% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 43,096 | $8.30M | 3.85% | −102−0.2% | Reduced |
| Gemmer Asset Management LLC | 43,086 | $8.30M | 1.02% | −1,958−4.3% | Reduced |
| Transatlantique Private Wealth LLC | 43,068 | $8.29M | 3.87% | +1,728+4.2% | Added |
| Bourgeon Capital Management LLC | 43,065 | $8.29M | 1.83% | +584+1.4% | Added |
| Canopy Partners, LLC | 43,055 | $8.29M | 5.05% | +43,055 | New |
| Baron Silver Stevens Financial Advisors, LLC | 43,022 | $8.28M | 1.74% | −1,778−4.0% | Reduced |
| Samalin Investment Counsel, LLC | 43,017 | $8.28M | 4.18% | +208+0.5% | Added |
| US Asset Management LLC | 42,870 | $8.25M | 8.16% | +42,870 | New |
| Summit Asset Management, LLC | 42,814 | $8.24M | 1.97% | −261−0.6% | Reduced |
| Smallwood Wealth Investment Management, LLC | 42,687 | $8.22M | 6.80% | +543+1.3% | Added |
| Fullerton Fund Management Co Ltd. | 42,627 | $8.21M | 0.48% | −12,968−23.3% | Reduced |
| Lantern Wealth Advisors, LLC | 42,624 | $8.21M | 6.43% | +42,624 | New |
| Amarillo National Bank | 42,574 | $8.20M | 1.57% | −149−0.3% | Reduced |
| Johnson Bixby & Associates, LLC | 42,554 | $8.19M | 1.55% | −153−0.4% | Reduced |
| Oder Investment Management, LLC | 42,542 | $8.19M | 8.11% | −258−0.6% | Reduced |
| Vigilare Wealth Management | 42,516 | $8.19M | 4.21% | −188−0.4% | Reduced |
| Blackhawk Capital Partners LLC. | 42,430 | $8.17M | 5.54% | +537+1.3% | Added |
| Emfo, LLC | 42,366 | $8.16M | 7.59% | +10.0% | Added |
| Acas, LLC | 42,295 | $8.14M | 9.27% | +72+0.2% | Added |
| Gries Financial LLC | 42,244 | $8.13M | 1.79% | +2,027+5.0% | Added |
| Advisors Management Group Inc | 42,236 | $8.13M | 2.21% | +508+1.2% | Added |
| Cresta Advisors, Ltd. | 42,183 | $8.12M | 5.42% | +125+0.3% | Added |
| Boyer & Corporon Wealth Management, LLC | 42,181 | $8.12M | 2.75% | −1,210−2.8% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 42,174 | $8.12M | 1.24% | +1,446+3.6% | Added |
| Pinnacle West Asset Management, Inc. | 42,095 | $8.11M | 6.95% | +600+1.4% | Added |
| Lindenwold Advisors | 42,036 | $8.09M | 4.60% | −258−0.6% | Reduced |
| GP Brinson Investments LLC | 42,000 | $8.09M | 3.85% | 00.0% | Unchanged |
| Security Financial Services, INC. | 41,989 | $8.08M | 1.98% | +34+0.1% | Added |
| Insight Wealth Strategies, LLC | 41,961 | $8.08M | 1.30% | +4,919+13.3% | Added |
| Intrepid Financial Planning Group LLC | 41,952 | $8.08M | 3.86% | −698−1.6% | Reduced |
| RDA Financial Network | 41,826 | $8.05M | 3.05% | +90.0% | Added |
| Horst & Graben Wealth Management LLC | 41,821 | $8.05M | 1.77% | −851−2.0% | Reduced |
| Per Stirling Capital Management, LLC. | 41,816 | $8.05M | 1.48% | −548−1.3% | Reduced |
| Spreng Capital Management, Inc. | 41,767 | $8.04M | 5.04% | −524−1.2% | Reduced |
| Palmer Knight Co | 41,688 | $8.03M | 4.85% | −120.0% | Reduced |
| Woodard & Co Asset Management Group Inc | 41,637 | $8.02M | 2.34% | −1,927−4.4% | Reduced |
| Riverview Trust Co | 41,629 | $8.01M | 8.16% | −2,595−5.9% | Reduced |
| Oxler Private Wealth LLC | 41,611 | $8.01M | 6.65% | −3,109−7.0% | Reduced |
| Townsend Asset Management Corp | 41,480 | $7.99M | 3.65% | +268+0.7% | Added |
| Magnolia Capital Advisors LLC | 42,448 | $7.98M | 5.82% | +42,448 | New |
| Meritas Wealth Management, LLC | 41,377 | $7.97M | 5.97% | −14,073−25.4% | Reduced |
| Redwood Investments, LLC | 41,374 | $7.97M | 2.08% | −2,681−6.1% | Reduced |
| Novak & Powell Financial Services, Inc. | 41,396 | $7.96M | 5.31% | +41,396 | New |
| BHK Investment Advisors, LLC | 41,309 | $7.95M | 4.56% | −2,991−6.8% | Reduced |
| Demars Financial Group, LLC | 41,279 | $7.95M | 4.25% | +15,770+61.8% | Added |
| Ravenstone Capital Management Inc. | 41,236 | $7.94M | 5.75% | +555+1.4% | Added |
| Safeguard Investment Advisory Group, LLC | 41,166 | $7.93M | 2.99% | −249−0.6% | Reduced |
| MSH Capital Advisors LLC | 41,126 | $7.92M | 2.96% | +287+0.7% | Added |
| University of Texas/Texas Am Investment Managment Co | 41,113 | $7.92M | 2.17% | +38,127+1,276.9% | Added |
| WR Wealth Planners, LLC | 41,105 | $7.91M | 2.94% | +1,545+3.9% | Added |
| Aft, Forsyth & Company, Inc. | 41,076 | $7.91M | 4.98% | +1,107+2.8% | Added |
| Piscataqua Savings Bank | 41,007 | $7.90M | 7.37% | −339−0.8% | Reduced |
| Orca Investment Management, LLC | 40,945 | $7.88M | 7.57% | +1,400+3.5% | Added |
| IFG Advisors, LLC | 40,912 | $7.88M | 2.31% | −192−0.5% | Reduced |
| Sandy Cove Advisors, LLC | 40,898 | $7.87M | 4.03% | +388+1.0% | Added |
| Riversedge Advisors, LLC | 40,864 | $7.87M | 2.16% | +164+0.4% | Added |
| Gray Wealth Management Inc. | 40,775 | $7.85M | 3.82% | −1,055−2.5% | Reduced |
| Resurgent Financial Advisors LLC | 40,685 | $7.83M | 4.82% | −2,210−5.2% | Reduced |
| First Command Advisory Services, Inc. | 40,697 | $7.83M | 0.09% | +99+0.2% | Added |
| Wolf Group Capital Advisors | 40,306 | $7.82M | 3.71% | +1,284+3.3% | Added |
| Pacific Sun Financial Corp | 40,580 | $7.81M | 4.93% | +114+0.3% | Added |
| Tempus Wealth Planning, LLC | 40,578 | $7.81M | 3.43% | +585+1.5% | Added |
| Banta Asset Management LP | 40,574 | $7.81M | 9.31% | −1,109−2.7% | Reduced |
| Laffer Tengler Investments | 40,540 | $7.81M | 2.07% | +1,879+4.9% | Added |
| Alta Advisers Ltd | 40,500 | $7.80M | 4.16% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 40,472 | $7.79M | 6.10% | −494−1.2% | Reduced |
| Tranquility Partners, LLC | 40,418 | $7.78M | 3.26% | −3,623−8.2% | Reduced |
| Goepper Burkhardt LLC | 41,185 | $7.78M | 3.87% | −1,705−4.0% | Reduced |
| Old Port Advisors | 40,392 | $7.78M | 2.58% | −263−0.6% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 40,389 | $7.78M | 5.59% | −1,775−4.2% | Reduced |