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 |
|---|---|---|---|---|---|
| Rakuten Investment Management, Inc. | 36,881 | $7.14M | 0.06% | +36,881 | New |
| LGT Capital Partners Ltd. | 37,066 | $7.14M | 0.21% | 00.0% | Unchanged |
| Berry Wealth Group, LP | 37,052 | $7.13M | 6.56% | +37,052 | New |
| NFP Retirement, Inc. | 36,987 | $7.12M | 1.21% | +682+1.9% | Added |
| Encompass Wealth Advisors, LLC | 36,983 | $7.12M | 2.14% | −2,225−5.7% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 36,981 | $7.12M | 3.07% | +66+0.2% | Added |
| Processus Wealth & Capital Management, LLC | 36,945 | $7.11M | 7.11% | +36,945 | New |
| Boothbay Fund Management, LLC | 36,901 | $7.10M | 0.27% | +10,539+40.0% | Added |
| Sterling Group Wealth Management, LLC | 36,896 | $7.10M | 5.52% | +5,886+19.0% | Added |
| Abound Wealth Management | 36,893 | $7.10M | 2.85% | +8,495+29.9% | Added |
| Walden Wealth Partners LLC | 36,698 | $7.07M | 4.45% | +36,698 | New |
| Ambassador Advisors, LLC | 37,643 | $7.06M | 1.57% | −2,116−5.3% | Reduced |
| Midwest Financial Group LLC | 36,631 | $7.05M | 5.26% | +359+1.0% | Added |
| Osterweis Capital Management Inc | 36,535 | $7.03M | 0.45% | −164−0.4% | Reduced |
| Rodgers Brothers Inc. | 36,526 | $7.03M | 1.11% | +4,366+13.6% | Added |
| Cambridge Financial Group, Inc. | 36,502 | $7.03M | 3.51% | −1,662−4.4% | Reduced |
| Trueblood Wealth Management, LLC | 36,487 | $7.02M | 4.41% | +36,487 | New |
| First Personal Financial Services | 36,449 | $7.02M | 1.71% | −975−2.6% | Reduced |
| Alcosta Capital Management, Inc. | 36,431 | $7.01M | 5.08% | −221−0.6% | Reduced |
| JNBA Financial Advisors | 36,371 | $7.00M | 0.80% | −762−2.1% | Reduced |
| Essex LLC | 36,354 | $7.00M | 1.74% | +3,951+12.2% | Added |
| Dover Advisors, LLC | 36,340 | $7.00M | 9.20% | −11,590−24.2% | Reduced |
| Legacy Financial Group, Inc. | 36,331 | $6.99M | 3.05% | −950−2.5% | Reduced |
| Ameliora Wealth Management Ltd. | 36,295 | $6.99M | 3.47% | +456+1.3% | Added |
| Investment Partners, Ltd. | 36,280 | $6.99M | 3.44% | −783−2.1% | Reduced |
| Rockbridge Investment Management, LCC | 36,269 | $6.98M | 1.07% | +1,747+5.1% | Added |
| Capital Investment Counsel, LLC | 36,223 | $6.97M | 2.63% | +36,223 | New |
| Madrona Financial Services, LLC | 36,183 | $6.97M | 2.75% | −510−1.4% | Reduced |
| PPS&V Asset Management Consultants, Inc. | 36,163 | $6.96M | 5.33% | −315−0.9% | Reduced |
| DT Investment Partners, LLC | 37,025 | $6.96M | 0.75% | +2,294+6.6% | Added |
| Youngs Advisory Group, Inc. | 36,134 | $6.96M | 3.49% | −610−1.7% | Reduced |
| Hourglass Capital, LLC | 36,130 | $6.96M | 2.24% | −6,194−14.6% | Reduced |
| Fingerlakes Wealth Management, Inc. | 36,113 | $6.95M | 7.47% | +113+0.3% | Added |
| Cora Capital Advisors LLC | 36,088 | $6.95M | 4.09% | −722−2.0% | Reduced |
| Allred Capital Management, LLC | 36,003 | $6.93M | 3.01% | −880−2.4% | Reduced |
| Cutter & CO Brokerage, Inc. | 35,984 | $6.93M | 1.92% | −1,075−2.9% | Reduced |
| McBroom & Associates, LLC | 35,980 | $6.93M | 5.05% | −389−1.1% | Reduced |
| Paragon Private Wealth Management, LLC | 35,938 | $6.92M | 4.82% | +1,727+5.0% | Added |
| Sweet Financial Partners, LLC | 35,906 | $6.91M | 1.64% | +2,654+8.0% | Added |
| Delta Capital Management LLC | 35,874 | $6.91M | 4.82% | −270−0.7% | Reduced |
| Barry Investment Advisors, LLC | 35,870 | $6.91M | 2.34% | −754−2.1% | Reduced |
| Montz Harcus Wealth Management LLC | 35,849 | $6.90M | 5.27% | +2,113+6.3% | Added |
| LifeSteps Financial, Inc. | 35,846 | $6.90M | 6.12% | +71+0.2% | Added |
| Somerset Group LLC | 35,657 | $6.86M | 5.77% | +165+0.5% | Added |
| ODonnell Financial Services, LLC | 35,649 | $6.86M | 3.44% | −454−1.3% | Reduced |
| Traveka Wealth, LLC | 35,647 | $6.86M | 3.45% | +35,647 | New |
| Greenspring Advisors, LLC | 35,612 | $6.86M | 1.89% | +955+2.8% | Added |
| Vista Capital Partners, Inc. | 35,590 | $6.85M | 0.91% | +399+1.1% | Added |
| Seven Eight Capital, LP | 35,584 | $6.85M | 0.79% | +10,813+43.7% | Added |
| Pinnacle Bancorp, Inc. | 35,516 | $6.84M | 2.24% | +1,577+4.6% | Added |
| Next Capital Management LLC | 35,508 | $6.84M | 2.94% | +683+2.0% | Added |
| Archer Investment Corp | 35,459 | $6.83M | 2.20% | −1,041−2.9% | Reduced |
| NewSquare Capital LLC | 35,457 | $6.83M | 0.65% | −513−1.4% | Reduced |
| Madison Wealth Partners, Inc | 35,415 | $6.82M | 2.70% | +5,820+19.7% | Added |
| tru Independence LLC | 35,404 | $6.82M | 2.07% | −5,872−14.2% | Reduced |
| Windle Wealth, LLC | 35,390 | $6.81M | 4.78% | −1,487−4.0% | Reduced |
| Paradiem, LLC | 35,386 | $6.81M | 1.90% | −18,161−33.9% | Reduced |
| Bridge Advisory, LLC | 35,364 | $6.81M | 3.41% | −15,061−29.9% | Reduced |
| Beacon Financial Advisory LLC | 35,330 | $6.80M | 3.28% | +1,036+3.0% | Added |
| RF&L Wealth Management, LLC | 35,309 | $6.80M | 5.65% | −40−0.1% | Reduced |
| LCNB Corp | 35,289 | $6.79M | 2.67% | −911−2.5% | Reduced |
| Ulland Investment Advisors, LLC | 35,289 | $6.79M | 6.85% | −1,476−4.0% | Reduced |
| Corrigan Financial, Inc. | 35,288 | $6.79M | 2.06% | +25+0.1% | Added |
| Evernest Financial Advisors, LLC | 35,161 | $6.77M | 3.43% | +35,161 | New |
| Monument Capital Management | 35,103 | $6.76M | 2.18% | +601+1.7% | Added |
| Bruce & Co., Inc. | 35,100 | $6.76M | 2.36% | −5,200−12.9% | Reduced |
| Arnhold LLC | 35,067 | $6.75M | 0.75% | −83−0.2% | Reduced |
| JJJ Advisors Inc. | 35,039 | $6.75M | 1.63% | −782−2.2% | Reduced |
| WD Rutherford LLC | 34,668 | $6.72M | 3.91% | −1,165−3.3% | Reduced |
| Fruth Investment Management | 34,898 | $6.72M | 1.88% | −180−0.5% | Reduced |
| Indie Asset Partners, LLC | 34,889 | $6.72M | 6.06% | +61+0.2% | Added |
| PSI Advisors, LLC | 34,818 | $6.70M | 2.50% | −23−0.1% | Reduced |
| Long Road Investment Counsel, LLC | 36,351 | $6.70M | 2.78% | +1,600+4.6% | Added |
| Gitterman Wealth Management, LLC | 34,802 | $6.70M | 2.98% | −469−1.3% | Reduced |
| Vaughan David Investments LLC | 34,744 | $6.69M | 0.18% | −2,345−6.3% | Reduced |
| Cowa, LLC | 34,688 | $6.68M | 4.16% | −281−0.8% | Reduced |
| Corundum Group, Inc. | 34,685 | $6.68M | 3.35% | −1,652−4.5% | Reduced |
| Relative Value Partners Group, LLC | 34,600 | $6.66M | 0.41% | +390+1.1% | Added |
| Yarger Wealth Strategies, LLC | 34,592 | $6.66M | 5.37% | +167+0.5% | Added |
| Vectors Research Management, LLC | 17,840 | $6.66M | 1.88% | −40,040−69.2% | Reduced |
| Cadent Capital Advisors, LLC | 34,580 | $6.66M | 3.37% | −20.0% | Reduced |
| Great Waters Wealth Management | 36,112 | $6.65M | 1.18% | +170.0% | Added |
| SWP Financial LLC | 34,533 | $6.65M | 5.16% | +34,533 | New |
| Eudaimonia Advisors LLC | 34,529 | $6.65M | 4.30% | +78+0.2% | Added |
| Cascade Investment Group, Inc. | 34,525 | $6.65M | 5.36% | +438+1.3% | Added |
| Seven Mile Advisory | 34,507 | $6.64M | 5.76% | +776+2.3% | Added |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 34,454 | $6.63M | 1.79% | +34,454 | New |
| Catalina Capital Group, LLC | 34,412 | $6.63M | 5.10% | +34,412 | New |
| Marest Capital, LLC | 34,409 | $6.63M | 6.79% | +34,409 | New |
| Private Wealth Strategies, L.L.C. | 34,384 | $6.62M | 1.47% | −6,394−15.7% | Reduced |
| MEMBERS Trust Co | 34,191 | $6.62M | 0.19% | +875+2.6% | Added |
| Engineers Gate Manager LP | 34,316 | $6.61M | 0.19% | +9,489+38.2% | Added |
| Shorepath Capital Management LLC | 34,312 | $6.61M | 5.86% | +34,312 | New |
| Socorro Asset Management LP | 34,265 | $6.60M | 2.91% | −6,755−16.5% | Reduced |
| Alta Wealth Advisors LLC | 34,252 | $6.59M | 3.68% | −100−0.3% | Reduced |
| OV Management LLC | 34,231 | $6.59M | 5.44% | +34,231 | New |
| Noesis Capital Mangement Corp | 34,213 | $6.59M | 1.55% | −520−1.5% | Reduced |
| NavPoint Financial, Inc. | 34,207 | $6.59M | 6.04% | +34,207 | New |
| Cary Street Partners Asset Management LLC | 34,201 | $6.58M | 1.13% | −1,465−4.1% | Reduced |
| Triangle Securities Wealth Management | 34,201 | $6.58M | 2.05% | −322−0.9% | Reduced |