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 |
|---|---|---|---|---|---|
| Beaton Management Co. Inc. | 31,040 | $5.98M | 3.58% | −1,100−3.4% | Reduced |
| Copperwynd Financial, LLC | 30,938 | $5.96M | 2.37% | +2,755+9.8% | Added |
| River Street Advisors LLC | 30,922 | $5.95M | 4.75% | +1,203+4.0% | Added |
| Global Strategic Investment Solutions, LLC | 30,918 | $5.95M | 0.74% | −1,880−5.7% | Reduced |
| Clarity Capital Partners LLC | 30,869 | $5.94M | 4.19% | +30,869 | New |
| Register Financial Advisors LLC | 30,814 | $5.93M | 3.97% | +2,606+9.2% | Added |
| New England Research & Management, Inc. | 30,761 | $5.92M | 3.14% | +1,200+4.1% | Added |
| Needham Investment Management LLC | 30,750 | $5.92M | 0.75% | −2,250−6.8% | Reduced |
| Phoenix Wealth Advisors | 31,859 | $5.91M | 4.12% | −70.0% | Reduced |
| RE Dickinson Investment Advisors, LLC | 30,690 | $5.91M | 3.93% | −532−1.7% | Reduced |
| Omnia Family Wealth, LLC | 30,683 | $5.91M | 3.03% | +635+2.1% | Added |
| First National Bank of Hutchinson | 30,677 | $5.91M | 4.25% | +565+1.9% | Added |
| Aveo Capital Partners, LLC | 30,659 | $5.90M | 0.71% | +420+1.4% | Added |
| Chaney Capital Management, Inc. | 30,600 | $5.89M | 5.24% | +30,600 | New |
| Heritage Financial Services, LLC | 30,515 | $5.88M | 1.00% | +864+2.9% | Added |
| Dempze Nancy E | 30,510 | $5.87M | 4.91% | −399−1.3% | Reduced |
| Center for Financial Planning, Inc. | 30,467 | $5.87M | 1.08% | −187−0.6% | Reduced |
| Exchange Bank | 30,455 | $5.86M | 5.08% | −2,789−8.4% | Reduced |
| Total Investment Management Inc | 30,441 | $5.86M | 0.74% | −1,065−3.4% | Reduced |
| Pacific Center for Financial Services | 30,350 | $5.84M | 1.84% | −427−1.4% | Reduced |
| RiverPark Advisors, LLC | 30,350 | $5.84M | 5.38% | −2,743−8.3% | Reduced |
| Pin Oak Investment Advisors Inc | 30,255 | $5.83M | 5.90% | −120.0% | Reduced |
| Opal Wealth Advisors, LLC | 30,245 | $5.82M | 2.29% | +1,096+3.8% | Added |
| First National Bank | 30,219 | $5.82M | 4.60% | −4,236−12.3% | Reduced |
| SCS Capital Management LLC | 30,211 | $5.82M | 0.13% | +30.0% | Added |
| Pinkerton Retirement Specialists, LLC | 30,193 | $5.81M | 1.12% | +130.0% | Added |
| Altus Wealth Group LLC | 30,185 | $5.81M | 3.22% | +155+0.5% | Added |
| Syntax Research, Inc. | 30,183 | $5.81M | 4.86% | −734−2.4% | Reduced |
| WBI Investments | 30,178 | $5.81M | 1.16% | +15,772+109.5% | Added |
| Schear Investment Advisers, LLC | 30,159 | $5.81M | 5.60% | +65+0.2% | Added |
| Green Square Capital Advisors LLC | 30,152 | $5.81M | 0.78% | −9,490−23.9% | Reduced |
| Wellspring Financial Advisors, LLC | 30,150 | $5.80M | 1.45% | +2,141+7.6% | Added |
| Harfst & Associates, Inc. | 30,110 | $5.80M | 1.53% | −415−1.4% | Reduced |
| LWM Advisory Services, LLC | 30,105 | $5.80M | 5.10% | +1,671+5.9% | Added |
| Sentinel Pension Advisors Inc | 30,087 | $5.79M | 1.38% | +62+0.2% | Added |
| Royal Capital Wealth Management, LLC | 30,005 | $5.78M | 5.00% | +4,362+17.0% | Added |
| Cna Financial Corp | 30,000 | $5.78M | 3.79% | +30,000 | New |
| Gerber, LLC | 29,992 | $5.77M | 5.21% | +29,992 | New |
| Act Wealth Management, LLC | 29,965 | $5.77M | 3.11% | −175−0.6% | Reduced |
| Peoples Bank | 29,917 | $5.76M | 3.38% | −753−2.5% | Reduced |
| Morris Retirement Advisors, LLC | 29,896 | $5.76M | 3.79% | +7,948+36.2% | Added |
| Gould Asset Management LLC | 29,864 | $5.75M | 1.49% | +3,119+11.7% | Added |
| Mitchell & Pahl Private Wealth, LLC | 29,852 | $5.75M | 3.26% | −2,836−8.7% | Reduced |
| Guinness Atkinson Asset Management Inc | 29,832 | $5.74M | 2.94% | −649−2.1% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 29,827 | $5.74M | 5.48% | −295−1.0% | Reduced |
| Farrell Financial LLC | 33,612 | $5.74M | 5.74% | +33,612 | New |
| Invera Wealth Advisors, LLC | 29,792 | $5.74M | 3.59% | +29,792 | New |
| Lakeridge Wealth Management LLC | 29,780 | $5.73M | 4.15% | +29,780 | New |
| Dantai Capital Ltd | 29,730 | $5.72M | 7.23% | +14,130+90.6% | Added |
| Mason & Associates Inc | 29,724 | $5.72M | 1.68% | −1,840−5.8% | Reduced |
| Michael B. Yongue | 29,687 | $5.72M | 5.12% | −114−0.4% | Reduced |
| Garrett Wealth Advisory Group, LLC | 29,681 | $5.71M | 2.38% | +110.0% | Added |
| One Charles Private Wealth Services, LLC | 29,663 | $5.71M | 3.02% | +849+2.9% | Added |
| BigSur Wealth Management LLC | 29,633 | $5.71M | 2.72% | −50−0.2% | Reduced |
| Retirement Capital Strategies | 29,600 | $5.70M | 2.47% | +45+0.2% | Added |
| Trinity Financial Advisors LLC | 29,593 | $5.70M | 2.78% | −1,820−5.8% | Reduced |
| JBR Co Financial Management Inc | 29,592 | $5.70M | 5.35% | +29,592 | New |
| Landmark Wealth Management, Inc. | 29,583 | $5.70M | 58.77% | +29,583 | New |
| Accretive Wealth Partners, LLC | 29,572 | $5.69M | 2.74% | +200+0.7% | Added |
| Counterweight Ventures, LLC | 29,569 | $5.69M | 5.17% | +29,569 | New |
| Barden Capital Management, Inc. | 32,636 | $5.69M | 4.64% | +18,615+132.8% | Added |
| Plotkin Financial Advisors, LLC | 29,541 | $5.69M | 4.33% | −731−2.4% | Reduced |
| Bell Investment Advisors, Inc | 29,500 | $5.68M | 1.17% | +75+0.3% | Added |
| Colton Groome Financial Advisors, LLC | 29,418 | $5.66M | 2.47% | +4,836+19.7% | Added |
| Alliance Wealth Management Group | 29,339 | $5.65M | 1.76% | +29,339 | New |
| Petix & Botte Co | 29,328 | $5.65M | 1.66% | +80.0% | Added |
| Sym Financial Corp | 29,327 | $5.65M | 0.91% | +3,217+12.3% | Added |
| Long Run Wealth Advisors, LLC | 29,313 | $5.64M | 1.63% | +2,816+10.6% | Added |
| Exchange Capital Management, Inc. | 29,308 | $5.64M | 1.01% | −679−2.3% | Reduced |
| Home Federal Bank of Tennessee | 29,256 | $5.63M | 1.89% | −1,000−3.3% | Reduced |
| Northstar Advisory Group, LLC | 29,200 | $5.62M | 3.34% | −13,334−31.3% | Reduced |
| Point72 Hong Kong Ltd | 29,093 | $5.60M | 0.34% | +29,093 | New |
| Provident Trust Co | 29,075 | $5.60M | 0.11% | 00.0% | Unchanged |
| Herbst Group, LLC | 29,068 | $5.60M | 3.59% | −402−1.4% | Reduced |
| Moran Wealth Management, LLC | 29,062 | $5.60M | 0.20% | +1,629+5.9% | Added |
| Auxier Asset Management | 29,013 | $5.59M | 0.90% | −470−1.6% | Reduced |
| Ally Financial Inc. | 29,000 | $5.58M | 0.73% | 00.0% | Unchanged |
| M. Kraus & Co | 28,956 | $5.57M | 1.82% | −170−0.6% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 28,951 | $5.57M | 1.45% | +192+0.7% | Added |
| Paragon Financial Partners, Inc. | 28,950 | $5.57M | 5.35% | +279+1.0% | Added |
| Burt Wealth Advisors | 28,938 | $5.57M | 1.59% | −224−0.8% | Reduced |
| Financial Advisory Partners, LLC | 28,927 | $5.57M | 2.02% | −1,148−3.8% | Reduced |
| Hilltop Partners LLC | 28,915 | $5.57M | 2.19% | +996+3.6% | Added |
| BCS Wealth Management | 28,893 | $5.56M | 2.05% | −1,676−5.5% | Reduced |
| Argent Advisors, Inc. | 28,874 | $5.56M | 2.44% | +61+0.2% | Added |
| Mayfair Advisory Group, LLC | 29,905 | $5.55M | 4.73% | −2,335−7.2% | Reduced |
| Widmann Financial Services, Inc. | 28,760 | $5.54M | 4.99% | −2,850−9.0% | Reduced |
| Angeles Investment Advisors, LLC | 28,730 | $5.53M | 0.33% | +21,876+319.2% | Added |
| Five Oceans Advisors | 28,717 | $5.53M | 3.09% | −100.0% | Reduced |
| Boit C F David | 30,002 | $5.53M | 3.13% | +4,600+18.1% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 28,570 | $5.53M | 2.49% | −3,107−9.8% | Reduced |
| Jacobsen Capital Management | 28,693 | $5.52M | 2.79% | −765−2.6% | Reduced |
| First Financial Corp | 28,688 | $5.52M | 2.81% | −265−0.9% | Reduced |
| Hudson Capital Management LLC | 28,611 | $5.51M | 2.00% | −511−1.8% | Reduced |
| Lion Street Advisors, LLC | 28,607 | $5.51M | 2.26% | −5,621−16.4% | Reduced |
| Insight Inv LLC | 28,601 | $5.51M | 5.40% | −15−0.1% | Reduced |
| Maxwell Wealth Strategies Inc. | 28,579 | $5.50M | 3.60% | +28,579 | New |
| Laurion Capital Management LP | 28,519 | $5.49M | 0.20% | −2,272,360−98.8% | Reduced |
| Sage Capital Management, LLC | 28,514 | $5.49M | 3.28% | +28,514 | New |
| McRae Capital Management Inc | 28,503 | $5.49M | 1.37% | +61+0.2% | Added |