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 |
|---|---|---|---|---|---|
| Heirloom Wealth Management | 40,266 | $7.75M | 2.98% | +1,016+2.6% | Added |
| Empire Financial Management Company, LLC | 40,257 | $7.75M | 3.03% | −413−1.0% | Reduced |
| ERn Financial, LLC | 41,084 | $7.75M | 1.47% | +1,119+2.8% | Added |
| Vance Wealth, Inc. | 40,085 | $7.72M | 3.35% | −127−0.3% | Reduced |
| Eagle Strategies LLC | 40,015 | $7.70M | 1.65% | +58+0.1% | Added |
| Pettee Investors, Inc. | 40,005 | $7.70M | 3.40% | −1,036−2.5% | Reduced |
| Lynch Asset Management, Inc. | 39,970 | $7.70M | 4.41% | −1,520−3.7% | Reduced |
| Beacon Capital Management, LLC | 44,941 | $7.69M | 2.16% | −758−1.7% | Reduced |
| Integris Wealth Management, LLC | 39,962 | $7.69M | 2.28% | +1,377+3.6% | Added |
| Kades & Cheifetz LLC | 39,957 | $7.69M | 5.45% | −1,361−3.3% | Reduced |
| Bull Street Advisors, LLC | 39,903 | $7.68M | 3.89% | −363−0.9% | Reduced |
| Denver Wealth Management, Inc. | 39,854 | $7.67M | 4.34% | +267+0.7% | Added |
| PBMares Wealth Management LLC | 39,812 | $7.66M | 2.30% | +547+1.4% | Added |
| Summit Financial Wealth Advisors, LLC | 39,793 | $7.66M | 1.74% | +752+1.9% | Added |
| Altrafin AG | 39,782 | $7.66M | 2.95% | +429+1.1% | Added |
| Wayfinding Financial, LLC | 39,750 | $7.65M | 5.21% | +114+0.3% | Added |
| Weaver Consulting Group | 39,715 | $7.65M | 3.11% | +888+2.3% | Added |
| New Millennium Group LLC | 39,577 | $7.62M | 6.74% | −5,335−11.9% | Reduced |
| Sivia Capital Partners, LLC | 39,552 | $7.62M | 5.80% | +39,552 | New |
| Woodley Farra Manion Portfolio Management Inc | 39,419 | $7.59M | 0.45% | +213+0.5% | Added |
| Atlantic Edge Private Wealth Management, LLC | 39,396 | $7.59M | 3.08% | +39,396 | New |
| Planning Center, Inc. | 39,387 | $7.58M | 1.76% | −755−1.9% | Reduced |
| Pacitti Group Inc. | 39,269 | $7.56M | 4.71% | +787+2.0% | Added |
| Abacus Wealth Partners, LLC | 39,250 | $7.56M | 1.28% | +16,360+71.5% | Added |
| Cambridge Advisors Inc. | 39,240 | $7.55M | 1.90% | −21−0.1% | Reduced |
| Kennedy Capital Management, Inc. | 39,231 | $7.55M | 0.16% | +484+1.2% | Added |
| OneAscent Financial Services LLC | 39,213 | $7.55M | 0.94% | +11,514+41.6% | Added |
| Benchmark Investment Advisors LLC | 39,200 | $7.55M | 6.99% | −60−0.2% | Reduced |
| Sitrin Capital Management LLC | 39,153 | $7.54M | 4.39% | −454−1.1% | Reduced |
| New Potomac Partners, LLC | 39,140 | $7.54M | 4.48% | +4,374+12.6% | Added |
| Sky Investment Group LLC | 39,121 | $7.53M | 1.59% | −199−0.5% | Reduced |
| Left Brain Wealth Management, LLC | 39,092 | $7.53M | 4.35% | −317−0.8% | Reduced |
| Northwest Wealth Management, LLC | 39,085 | $7.53M | 2.27% | −1,993−4.9% | Reduced |
| Aua Capital Management, LLC | 39,082 | $7.52M | 4.68% | +226+0.6% | Added |
| American Financial Advisors, LLC | 39,076 | $7.52M | 1.11% | −1,176−2.9% | Reduced |
| Wormser Freres Gestion | 38,804 | $7.52M | 6.10% | +38,804 | New |
| Stanley-Laman Group, Ltd. | 39,036 | $7.52M | 1.15% | −927−2.3% | Reduced |
| Artemis Wealth Advisors, LLC | 39,078 | $7.49M | 1.44% | −1,506−3.7% | Reduced |
| Grant/GrossMendelsohn, LLC | 38,914 | $7.49M | 3.10% | +4,345+12.6% | Added |
| Spouting Rock Asset Management, LLC | 38,885 | $7.49M | 2.74% | −11,283−22.5% | Reduced |
| Solitude Financial Services | 38,883 | $7.49M | 4.10% | −3,359−8.0% | Reduced |
| D'Orazio & Associates, Inc. | 38,830 | $7.48M | 1.34% | +2,212+6.0% | Added |
| West Family Investments, Inc. | 38,793 | $7.47M | 2.53% | +202+0.5% | Added |
| Wilson & Boucher Capital Management, LLC | 38,792 | $7.47M | 6.29% | +1,848+5.0% | Added |
| Garrett Investment Advisors LLC | 38,679 | $7.45M | 1.03% | −7,021−15.4% | Reduced |
| Onefund, LLC | 38,661 | $7.44M | 9.66% | +38,661 | New |
| KKM Financial LLC | 38,659 | $7.44M | 4.69% | +38,659 | New |
| Commons Capital, LLC | 38,639 | $7.44M | 11.73% | −374−1.0% | Reduced |
| Cape Ann Savings Bank | 40,316 | $7.43M | 4.91% | −678−1.7% | Reduced |
| Virtue Capital Management, LLC | 41,091 | $7.43M | 1.51% | −671−1.6% | Reduced |
| Ritter Daniher Financial Advisory LLC | 38,576 | $7.43M | 2.75% | +80.0% | Added |
| WT Wealth Management | 38,573 | $7.43M | 2.93% | +4,692+13.8% | Added |
| Shorepoint Capital Partners LLC | 38,529 | $7.42M | 1.99% | −997−2.5% | Reduced |
| Painted Porch Advisors LLC | 38,373 | $7.39M | 5.70% | +38,373 | New |
| Monticello Wealth Management, LLC | 38,330 | $7.38M | 0.68% | −3,128−7.5% | Reduced |
| Darden Wealth Group Inc | 38,269 | $7.37M | 7.08% | +38,269 | New |
| Pasadena Private Wealth, LLC | 38,250 | $7.36M | 1.80% | +4,650+13.8% | Added |
| Global Assets Advisory, LLC | 39,869 | $7.36M | 9.55% | −2,173−5.2% | Reduced |
| SC&H Financial Advisors, Inc. | 38,213 | $7.36M | 2.12% | −141−0.4% | Reduced |
| WFA Asset Management Corp | 38,209 | $7.36M | 4.02% | −323−0.8% | Reduced |
| Saxon Interests, Inc. | 38,015 | $7.32M | 3.66% | +21,558+131.0% | Added |
| Madden Securities Corp | 38,010 | $7.32M | 3.87% | −2,514−6.2% | Reduced |
| NCM Capital Management, LLC | 38,009 | $7.32M | 4.44% | +20,176+113.1% | Added |
| Colorado Capital Management, Inc. | 37,978 | $7.31M | 4.80% | −662−1.7% | Reduced |
| One Day In July LLC | 37,975 | $7.31M | 1.11% | +7,632+25.2% | Added |
| Bell Bank | 37,899 | $7.30M | 0.70% | +3,332+9.6% | Added |
| Bey-Douglas LLC | 37,897 | $7.30M | 7.48% | +37,897 | New |
| Capital Advisors, Ltd. LLC | 37,897 | $7.30M | 1.02% | −3,219−7.8% | Reduced |
| Clark Financial Services Group Inc | 37,896 | $7.30M | 9.35% | −260−0.7% | Reduced |
| Orser Capital Management, LLC | 37,853 | $7.29M | 8.37% | −2,613−6.5% | Reduced |
| Greenline Partners, LLC | 37,805 | $7.28M | 1.23% | −3,494−8.5% | Reduced |
| W Advisors, LLC | 37,771 | $7.27M | 5.39% | +24+0.1% | Added |
| Hall Capital Management Co Inc | 37,756 | $7.27M | 4.27% | −738−1.9% | Reduced |
| Bernardo Wealth Planning LLC | 37,750 | $7.27M | 2.29% | +568+1.5% | Added |
| Boxwood Ventures, Inc. | 37,745 | $7.27M | 13.93% | 00.0% | Unchanged |
| Signet Investment Advisory Group, Inc. | 37,740 | $7.27M | 4.37% | +677+1.8% | Added |
| Garner Asset Management Corp | 38,650 | $7.27M | 3.69% | −6,440−14.3% | Reduced |
| Studio Investment Management LLC | 37,689 | $7.26M | 1.85% | −4,007−9.6% | Reduced |
| Curi Capital | 37,665 | $7.25M | 1.00% | +12,835+51.7% | Added |
| Ruggaard & Associates LLC | 37,631 | $7.25M | 3.83% | −227−0.6% | Reduced |
| Veracity Capital LLC | 37,607 | $7.24M | 2.91% | +422+1.1% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 37,601 | $7.24M | 3.45% | −2,346−5.9% | Reduced |
| Oxinas Partners Wealth Management LLC | 37,582 | $7.24M | 5.13% | −1,215−3.1% | Reduced |
| Patrick M Sweeney & Associates, Inc | 37,567 | $7.23M | 6.61% | +37,567 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 37,542 | $7.23M | 3.32% | +37,542 | New |
| White Lighthouse Investment Management Inc. | 37,528 | $7.23M | 1.58% | −4,597−10.9% | Reduced |
| Hohimer Wealth Management, LLC | 37,520 | $7.22M | 1.83% | +243+0.7% | Added |
| Investment Partners Asset Management, Inc. | 37,512 | $7.22M | 7.19% | +37,512 | New |
| Capasso Planning Partners LLC | 37,477 | $7.22M | 3.37% | +80+0.2% | Added |
| Objective Capital Management, LLC | 37,473 | $7.21M | 5.50% | −187−0.5% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 37,413 | $7.20M | 4.29% | −582−1.5% | Reduced |
| Family Firm, Inc. | 37,276 | $7.18M | 1.85% | −165−0.4% | Reduced |
| Waddell & Associates, LLC | 36,520 | $7.17M | 0.96% | −20,846−36.3% | Reduced |
| Capital Management Associates, Inc | 36,887 | $7.17M | 6.49% | +36,887 | New |
| Beacon Investment Advisors LLC | 37,207 | $7.16M | 4.57% | −4,958−11.8% | Reduced |
| Ellenbecker Investment Group | 37,191 | $7.16M | 1.66% | −2,295−5.8% | Reduced |
| FSM Wealth Advisors, LLC | 37,187 | $7.16M | 3.04% | −219−0.6% | Reduced |
| Boltwood Capital Management | 37,178 | $7.16M | 2.37% | +1,021+2.8% | Added |
| Shoker Investment Counsel, Inc. | 37,172 | $7.16M | 2.77% | +1,128+3.1% | Added |
| Provence Wealth Management Group | 37,094 | $7.14M | 3.84% | +4,811+14.9% | Added |