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 |
|---|---|---|---|---|---|
| Addison Advisors LLC | 28,484 | $5.48M | 2.14% | +122+0.4% | Added |
| David J Yvars Group | 28,475 | $5.48M | 4.41% | −2,335−7.6% | Reduced |
| Truvestments Capital LLC | 28,464 | $5.48M | 2.47% | +494+1.8% | Added |
| Blankinship & Foster, LLC | 28,460 | $5.48M | 1.56% | +449+1.6% | Added |
| Landmark Financial Advisors, LLC | 28,450 | $5.48M | 1.97% | +307+1.1% | Added |
| Altman Advisors, Inc. | 28,402 | $5.47M | 2.87% | +287+1.0% | Added |
| Austin Asset Management Co Inc | 28,377 | $5.46M | 1.44% | +1,016+3.7% | Added |
| Cape Investment Advisory, Inc. | 28,298 | $5.45M | 2.66% | +11,367+67.1% | Added |
| Evolution Wealth Advisors, LLC | 28,259 | $5.44M | 1.09% | +484+1.7% | Added |
| Temasek Holdings (Private) Ltd | 28,253 | $5.44M | 0.03% | +13,263+88.5% | Added |
| Root Financial Partners, LLC | 28,158 | $5.42M | 2.04% | +12,936+85.0% | Added |
| Legacy Financial Strategies, LLC | 28,102 | $5.41M | 1.54% | +1,155+4.3% | Added |
| Cortland Associates Inc | 28,068 | $5.40M | 0.79% | −57−0.2% | Reduced |
| Cahaba Wealth Management, Inc. | 28,011 | $5.39M | 0.53% | +560+2.0% | Added |
| Baker Boyer National Bank | 28,003 | $5.39M | 1.98% | −255−0.9% | Reduced |
| Arlington Partners LLC | 27,988 | $5.39M | 1.55% | +27,988 | New |
| Prudent Man Advisors, LLC | 27,453 | $5.38M | 2.01% | −1,514−5.2% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 27,926 | $5.38M | 1.40% | −267,630−90.6% | Reduced |
| Unison Asset Management LLC | 27,910 | $5.37M | 3.15% | 00.0% | Unchanged |
| Integrity Financial Corp | 27,878 | $5.37M | 3.89% | −516−1.8% | Reduced |
| Crown Wealth Group, LLC | 27,860 | $5.36M | 3.23% | +55+0.2% | Added |
| Pinnacle Family Advisors, LLC | 27,851 | $5.36M | 3.15% | −84,975−75.3% | Reduced |
| 1858 Wealth Management, LLC | 27,818 | $5.36M | 5.08% | +27,818 | New |
| State of Wyoming | 27,812 | $5.35M | 1.00% | −4,664−14.4% | Reduced |
| Arista Wealth Management, LLC | 27,763 | $5.35M | 1.96% | +629+2.3% | Added |
| Peregrine Asset Advisers, Inc. | 27,742 | $5.34M | 2.60% | −5,706−17.1% | Reduced |
| Measured Wealth Private Client Group, LLC | 27,678 | $5.33M | 1.96% | +44+0.2% | Added |
| SFI Advisors, LLC | 27,666 | $5.33M | 4.55% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 27,656 | $5.32M | 1.91% | +832+3.1% | Added |
| Values Added Financial LLC | 27,634 | $5.32M | 4.35% | −2,603−8.6% | Reduced |
| My Personal CFO, LLC | 27,501 | $5.29M | 3.45% | +1,201+4.6% | Added |
| RW Investment Management LLC | 27,495 | $5.29M | 0.81% | −1,319−4.6% | Reduced |
| American Institute for Advanced Investment Management, LLP | 27,479 | $5.29M | 4.67% | −172−0.6% | Reduced |
| Bowman & Co S.C. | 27,458 | $5.29M | 3.68% | +762+2.9% | Added |
| Richard P Slaughter Associates Inc | 27,457 | $5.29M | 1.31% | +1,728+6.7% | Added |
| Marshall & Sullivan Inc | 27,454 | $5.29M | 2.79% | +130.0% | Added |
| MeadowBrook Investment Advisors LLC | 27,445 | $5.28M | 5.04% | +27,445 | New |
| Meeder Asset Management Inc | 27,425 | $5.28M | 0.41% | −266,549−90.7% | Reduced |
| Well Done, LLC | 27,361 | $5.27M | 1.03% | −617−2.2% | Reduced |
| Factorial Partners, LLC | 27,360 | $5.27M | 3.33% | 00.0% | Unchanged |
| Connective Capital Management, LLC | 27,356 | $5.27M | 4.47% | 00.0% | Unchanged |
| WESCAP Management Group, Inc. | 27,328 | $5.26M | 1.70% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 27,328 | $5.26M | 1.42% | +1,421+5.5% | Added |
| Argus Investors' Counsel, Inc. | 27,292 | $5.25M | 3.37% | +495+1.8% | Added |
| Evergreen Wealth Solutions, LLC | 27,286 | $5.25M | 4.49% | +1,496+5.8% | Added |
| Westshore Wealth, LLC | 27,180 | $5.23M | 2.42% | −346−1.3% | Reduced |
| WS Portfolio Advisory, LLC | 27,177 | $5.23M | 0.97% | −25,000−47.9% | Reduced |
| Lakewood Asset Management LLC | 27,165 | $5.23M | 4.06% | −4,551−14.3% | Reduced |
| Landaas & Co | 27,111 | $5.21M | 1.93% | +515+1.9% | Added |
| Icapital Wealth LLC | 27,045 | $5.21M | 3.37% | −1,100−3.9% | Reduced |
| Collaborative Wealth Managment Inc. | 27,030 | $5.20M | 2.82% | −442−1.6% | Reduced |
| Butensky & Cohen Financial Security, Inc | 27,014 | $5.20M | 1.73% | −196−0.7% | Reduced |
| Deuterium Capital Management, LLC | 27,000 | $5.20M | 17.33% | −14,543−35.0% | Reduced |
| DDFG, Inc | 26,998 | $5.20M | 1.76% | −37−0.1% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 26,978 | $5.19M | 2.42% | −569−2.1% | Reduced |
| Tandem Capital Management Corp | 26,972 | $5.19M | 3.22% | −855−3.1% | Reduced |
| Summitry LLC | 26,952 | $5.19M | 0.30% | −1,898−6.6% | Reduced |
| Grey Fox Wealth Advisors, LLC | 26,919 | $5.18M | 2.25% | +1,282+5.0% | Added |
| Wrapmanager Inc | 26,906 | $5.18M | 1.52% | +22+0.1% | Added |
| Convergence Investment Partners, LLC | 26,886 | $5.18M | 2.70% | +615+2.3% | Added |
| Red Cedar Investment Management, LLC | 26,856 | $5.17M | 0.74% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 26,844 | $5.17M | 1.36% | +53+0.2% | Added |
| West Oak Capital, LLC | 27,789 | $5.17M | 2.42% | −1,122−3.9% | Reduced |
| Wagner Wealth Management, LLC | 26,819 | $5.16M | 1.73% | −7,093−20.9% | Reduced |
| Linden Thomas Advisory Services, LLC | 26,815 | $5.16M | 0.96% | +6,171+29.9% | Added |
| Astoria Portfolio Advisors LLC. | 27,214 | $5.15M | 2.09% | +1,077+4.1% | Added |
| Stansberry Asset Management, LLC | 26,745 | $5.15M | 0.86% | −1,498−5.3% | Reduced |
| Guerra Pan Advisors, LLC | 26,725 | $5.15M | 4.91% | −137−0.5% | Reduced |
| Gateway Wealth Partners, LLC | 26,715 | $5.14M | 2.07% | −10,680−28.6% | Reduced |
| Hamilton Capital, LLC | 26,714 | $5.14M | 0.41% | −1,114−4.0% | Reduced |
| Magnolia Capital Management Ltd | 26,711 | $5.14M | 4.69% | +830+3.2% | Added |
| Mascoma Wealth Management LLC | 26,632 | $5.13M | 1.54% | −3,022−10.2% | Reduced |
| Trustco Bank Corp N Y | 26,566 | $5.11M | 5.53% | −787−2.9% | Reduced |
| Crescent Sterling, Ltd. | 26,538 | $5.11M | 5.10% | −565−2.1% | Reduced |
| McAlister, Sweet & Associates, Inc. | 26,527 | $5.11M | 4.74% | −284−1.1% | Reduced |
| MBA Advisors LLC | 26,526 | $5.11M | 2.85% | +78+0.3% | Added |
| ZRC Wealth Management, LLC | 29,784 | $5.11M | 3.06% | +16,821+129.8% | Added |
| E&G Advisors, LP | 26,499 | $5.10M | 1.81% | −3,623−12.0% | Reduced |
| Breed's Hill Capital LLC | 26,494 | $5.10M | 4.94% | +26,494 | New |
| Page Arthur B | 26,474 | $5.10M | 5.38% | −3,645−12.1% | Reduced |
| Mendel Capital Management LLC | 26,449 | $5.09M | 3.66% | +57+0.2% | Added |
| MGO Private Wealth, LLC | 26,435 | $5.09M | 3.50% | −580−2.1% | Reduced |
| Libra Wealth LLC | 26,428 | $5.09M | 2.53% | 00.0% | Unchanged |
| PFW Advisors LLC | 26,421 | $5.09M | 1.63% | +2,988+12.8% | Added |
| Ergawealth Advisors, Inc. | 26,401 | $5.08M | 3.13% | +2,817+11.9% | Added |
| Maryland Capital Advisors Inc. | 26,400 | $5.08M | 3.36% | −88−0.3% | Reduced |
| Virtu Financial LLC | 26,380 | $5.08M | 0.40% | +26,380 | New |
| Gould Capital, LLC | 26,370 | $5.08M | 3.71% | +37+0.1% | Added |
| waypoint wealth counsel | 26,333 | $5.07M | 4.32% | −282−1.1% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 26,308 | $5.07M | 6.61% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 26,298 | $5.06M | 2.74% | −1,106−4.0% | Reduced |
| ShoreHaven Wealth Partners, LLC | 26,254 | $5.05M | 3.08% | +688+2.7% | Added |
| Beck Bode, LLC | 26,249 | $5.05M | 1.13% | +15,744+149.9% | Added |
| Stony Point Wealth Management Inc. | 26,243 | $5.05M | 2.34% | −1,087−4.0% | Reduced |
| Hyperion Partners, LLC | 26,189 | $5.04M | 3.99% | −2,939−10.1% | Reduced |
| Addison Capital Co | 26,137 | $5.03M | 3.12% | −1,472−5.3% | Reduced |
| Brooktree Capital Management | 26,071 | $5.02M | 4.06% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 25,915 | $5.02M | 2.15% | −12,385−32.3% | Reduced |
| Compass Ion Advisors, LLC | 26,053 | $5.02M | 0.78% | +1,471+6.0% | Added |
| Primoris Wealth Advisors, LLC | 26,047 | $5.01M | 4.73% | +786+3.1% | Added |