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 |
|---|---|---|---|---|---|
| Criterion Capital Advisors, LLC | 34,165 | $6.58M | 4.78% | +34,165 | New |
| Cavalier Investments, LLC | 34,148 | $6.57M | 2.42% | +15,653+84.6% | Added |
| Leelyn Smith, LLC | 34,120 | $6.57M | 1.44% | −810−2.3% | Reduced |
| Norris Financial Group, LLC | 34,065 | $6.56M | 3.98% | +212+0.6% | Added |
| JBF Capital, Inc. | 34,000 | $6.55M | 1.28% | 00.0% | Unchanged |
| Wunderlich Capital Managemnt | 33,938 | $6.53M | 2.94% | −674−1.9% | Reduced |
| Hudock, Inc. | 33,919 | $6.53M | 1.40% | +135+0.4% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 33,900 | $6.53M | 2.74% | +140.0% | Added |
| Nova R Wealth, Inc. | 33,894 | $6.53M | 4.11% | +554+1.7% | Added |
| Aurora Private Wealth, Inc. | 33,884 | $6.52M | 6.15% | −57−0.2% | Reduced |
| Lodestone Wealth Management LLC | 33,885 | $6.52M | 3.80% | +239+0.7% | Added |
| Front Street Capital Management, Inc. | 33,865 | $6.52M | 1.30% | +552+1.7% | Added |
| Check Capital Management Inc | 33,814 | $6.51M | 0.52% | −241−0.7% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 33,807 | $6.51M | 1.65% | −53−0.2% | Reduced |
| Marion Wealth Management | 33,739 | $6.50M | 2.08% | −1,572−4.5% | Reduced |
| Financial Partners Group, LLC | 33,739 | $6.50M | 2.94% | +380+1.1% | Added |
| BOS Asset Management, LLC | 33,718 | $6.49M | 4.45% | −216−0.6% | Reduced |
| Howard Wealth Management, LLC | 33,633 | $6.48M | 5.41% | −1,460−4.2% | Reduced |
| Meridian Financial Partners LLC | 34,314 | $6.47M | 6.64% | +144+0.4% | Added |
| Impact Partnership Wealth, LLC | 33,561 | $6.46M | 2.36% | −9,342−21.8% | Reduced |
| Portside Wealth Group, LLC | 33,526 | $6.45M | 1.20% | −2,851−7.8% | Reduced |
| Cowen and Company, LLC | 33,512 | $6.45M | 0.42% | −17,918−34.8% | Reduced |
| Gordian Capital Singapore Pte Ltd | 33,479 | $6.45M | 5.82% | +1,090+3.4% | Added |
| Sather Financial Group Inc | 33,467 | $6.44M | 0.48% | −174−0.5% | Reduced |
| Nicholas Investment Partners, LP | 33,399 | $6.43M | 0.75% | +852+2.6% | Added |
| Shira Ridge Wealth Management | 33,326 | $6.42M | 3.85% | −34−0.1% | Reduced |
| Pacific Sage Partners, LLC | 33,320 | $6.42M | 1.76% | −37−0.1% | Reduced |
| StrongBox Wealth, LLC | 33,310 | $6.41M | 3.74% | −145−0.4% | Reduced |
| Gratus Wealth Advisors, LLC | 33,263 | $6.40M | 1.26% | +33,263 | New |
| China Universal Asset Management Co., Ltd. | 33,197 | $6.39M | 1.24% | −7,967−19.4% | Reduced |
| Chase Investment Counsel Corp | 33,131 | $6.38M | 2.82% | −724−2.1% | Reduced |
| Keeler Thomas Management LLC | 33,110 | $6.37M | 2.51% | −1,402−4.1% | Reduced |
| Nvest Financial, LLC | 33,087 | $6.37M | 5.01% | +842+2.6% | Added |
| Unio Capital LLC | 33,080 | $6.37M | 3.26% | +31+0.1% | Added |
| Lombard Odier Asset Management (USA) Corp | 33,052 | $6.36M | 0.93% | −73,526−69.0% | Reduced |
| Meridian Management Co | 33,692 | $6.36M | 1.81% | −80.0% | Reduced |
| Lakeshore Financial Planning, Inc. | 33,030 | $6.36M | 3.53% | −711−2.1% | Reduced |
| Seascape Capital Management | 33,009 | $6.36M | 2.68% | +1,174+3.7% | Added |
| Choice Wealth Advisors, LLC | 33,003 | $6.35M | 3.93% | −90−0.3% | Reduced |
| Barton Investment Management | 32,969 | $6.35M | 0.83% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 32,896 | $6.33M | 5.89% | −245−0.7% | Reduced |
| Ionic Capital Management LLC | 32,895 | $6.33M | 3.02% | +31,315+1,982.0% | Added |
| Taylor & Morgan Wealth Management, LLC | 32,822 | $6.32M | 5.03% | +63+0.2% | Added |
| Great Diamond Partners, LLC | 32,803 | $6.32M | 1.56% | −4,088−11.1% | Reduced |
| Investment Advisory Group, LLC | 32,771 | $6.31M | 2.90% | −777−2.3% | Reduced |
| Sachetta, LLC | 32,756 | $6.31M | 2.99% | +32,756 | New |
| Dechtman Wealth Management, LLC | 32,746 | $6.30M | 1.66% | +307+0.9% | Added |
| Lokken Investment Group LLC | 32,742 | $6.30M | 3.57% | +149+0.5% | Added |
| Richmond Brothers, Inc. | 32,730 | $6.30M | 10.98% | −1,665−4.8% | Reduced |
| W.H. Cornerstone Investments Inc. | 32,673 | $6.29M | 4.99% | +965+3.0% | Added |
| Ayrshire Capital Management LLC | 32,631 | $6.28M | 3.63% | +442+1.4% | Added |
| Options Solutions, LLC | 32,568 | $6.27M | 6.68% | +11,639+55.6% | Added |
| Etesian Wealth Advisors, Inc. | 32,390 | $6.27M | 3.77% | −50−0.2% | Reduced |
| Chesapeake Asset Management LLC | 32,539 | $6.26M | 5.59% | −99−0.3% | Reduced |
| Baron Wealth Management LLC | 32,538 | $6.26M | 3.43% | +2,511+8.4% | Added |
| Byrne Asset Management LLC | 32,427 | $6.26M | 4.78% | −1,746−5.1% | Reduced |
| Ellsworth Advisors, LLC | 32,472 | $6.25M | 1.98% | −1,033−3.1% | Reduced |
| Dash Acquisitions Inc. | 33,530 | $6.24M | 2.22% | +385+1.2% | Added |
| Correct Capital Wealth Management | 32,421 | $6.24M | 1.58% | +32,421 | New |
| Opus Investment Management Inc | 32,400 | $6.24M | 3.58% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 32,376 | $6.23M | 6.06% | −750−2.3% | Reduced |
| Advance Capital Management, Inc. | 32,309 | $6.22M | 0.49% | −1,681−4.9% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 32,283 | $6.22M | 0.48% | +32,283 | New |
| ELCO Management Co., LLC | 32,281 | $6.22M | 4.09% | −99−0.3% | Reduced |
| Cornerstone Enterprises, LLC | 32,187 | $6.20M | 5.53% | +32,187 | New |
| Eley Financial Management, Inc | 32,179 | $6.20M | 2.90% | −789−2.4% | Reduced |
| Meridian Wealth Partners, LLC | 32,179 | $6.20M | 1.18% | +104+0.3% | Added |
| Tarbox Family Office, Inc. | 32,126 | $6.19M | 1.20% | −115−0.4% | Reduced |
| Goldstein Advisors, LLC | 32,110 | $6.18M | 1.04% | +248+0.8% | Added |
| Sentry LLC | 32,081 | $6.18M | 1.31% | +130.0% | Added |
| Wynn Capital, LLC | 32,072 | $6.17M | 5.04% | +32,072 | New |
| Glynn Capital Management LLC | 32,023 | $6.17M | 1.15% | −297−0.9% | Reduced |
| Security National Bank of Sioux City Iowa | 32,016 | $6.16M | 4.65% | −2,705−7.8% | Reduced |
| Canton Hathaway, LLC | 32,015 | $6.16M | 1.86% | −699−2.1% | Reduced |
| Smith Shellnut Wilson LLC | 31,997 | $6.16M | 3.53% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 31,989 | $6.16M | 4.03% | +467+1.5% | Added |
| Bigelow Investment Advisors, LLC | 31,940 | $6.15M | 3.33% | −389−1.2% | Reduced |
| Elevated Capital Advisors, LLC | 31,914 | $6.14M | 1.92% | +803+2.6% | Added |
| MGB Wealth Management, LLC | 31,808 | $6.13M | 3.08% | +31,808 | New |
| Banco de Sabadell, S.A | 31,803 | $6.12M | 4.65% | −3,157−9.0% | Reduced |
| Clayton Financial Group LLC | 31,797 | $6.12M | 3.81% | +31,797 | New |
| Garrison Point Advisors, LLC | 31,781 | $6.12M | 4.32% | −487−1.5% | Reduced |
| Crew Capital Management, Ltd. | 31,769 | $6.12M | 6.23% | −1,362−4.1% | Reduced |
| Ramirez Asset Management, Inc. | 31,754 | $6.11M | 1.24% | 00.0% | Unchanged |
| Burton Enright Welch | 31,711 | $6.11M | 1.63% | −2,327−6.8% | Reduced |
| Wealth Quarterback LLC | 31,691 | $6.10M | 3.73% | −471−1.5% | Reduced |
| CMG Global Holdings, LLC | 33,132 | $6.09M | 4.42% | −385−1.1% | Reduced |
| Plato Investment Management Ltd | 31,585 | $6.08M | 7.46% | +31,585 | New |
| Brio Consultants, LLC | 31,549 | $6.07M | 1.08% | −2,422−7.1% | Reduced |
| Willis Johnson & Associates, Inc. | 31,541 | $6.07M | 0.58% | +90.0% | Added |
| Ahl Investment Management, Inc. | 31,475 | $6.06M | 4.96% | −210−0.7% | Reduced |
| Aldebaran Financial Inc. | 31,468 | $6.06M | 9.38% | −1,208−3.7% | Reduced |
| G2 Capital Management, LLC | 31,409 | $6.05M | 2.06% | +1,084+3.6% | Added |
| Eclectic Associates Inc | 31,400 | $6.05M | 2.90% | −1,981−5.9% | Reduced |
| Financial Strategies Group, Inc. | 31,049 | $6.04M | 1.73% | +3,132+11.2% | Added |
| Total Clarity Wealth Management, Inc. | 31,335 | $6.03M | 2.47% | +2,681+9.4% | Added |
| Hanson & Doremus Investment Management | 31,290 | $6.02M | 1.14% | −520−1.6% | Reduced |
| Emerald Advisers, LLC | 31,146 | $6.00M | 0.26% | −3,455−10.0% | Reduced |
| McCarthy Asset Management, Inc. | 31,109 | $5.99M | 3.83% | −1,294−4.0% | Reduced |
| Kampmann Melissa S. | 31,107 | $5.99M | 5.13% | −750−2.4% | Reduced |