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 7 sales; 6,150 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
- 4,976
- +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
- 1,737 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 | 6,150 | $2.80T |
| Q1 2026 | 6,134 | $2.40T |
| Q4 2025 | 6,130 | $2.61T |
| Q3 2025 | 5,616 | $2.35T |
| Q2 2025 | 5,599 | $1.93T |
| Q1 2025 | 5,607 | $2.08T |
| Q4 2024 | 5,671 | $2.36T |
| Q3 2024 | 5,105 | $2.17T |
| Q2 2024 | 5,132 | $1.98T |
| Q1 2024 | 5,023 | $1.61T |
| Q4 2023 | 4,976 | $1.81T |
| Q3 2023 | 4,618 | $1.60T |
| Q2 2023 | 4,594 | $1.82T |
| Q1 2023 | 4,524 | $1.55T |
| Q4 2022 | 4,555 | $1.21T |
| Q3 2022 | 4,346 | $1.29T |
| Q2 2022 | 4,339 | $1.28T |
| Q1 2022 | 4,390 | $1.66T |
| Q4 2021 | 4,402 | $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 |
|---|---|---|---|---|---|
| Ferguson Wellman Capital Management, Inc | 1,496,238 | $288.1M | 6.45% | +31,258+2.1% | Added |
| Capital Group Private Client Services, Inc. | 1,492,133 | $287.3M | 2.97% | +4,953+0.3% | Added |
| MAI Capital Management | 1,490,589 | $287.0M | 3.80% | −21,027−1.4% | Reduced |
| LGT Group Foundation | 1,480,267 | $286.6M | 6.33% | −19,149−1.3% | Reduced |
| Crestwood Advisors Group LLC | 1,484,908 | $285.9M | 6.66% | −953−0.1% | Reduced |
| D.A. Davidson & Co. | 1,481,424 | $285.2M | 2.80% | −25,604−1.7% | Reduced |
| Financial Counselors Inc | 1,461,929 | $281.5M | 5.02% | −21,033−1.4% | Reduced |
| Vontobel Holding Ltd. | 1,454,615 | $280.1M | 2.35% | −241,306−14.2% | Reduced |
| Greenbrier Partners Capital Management, LLC | 1,443,677 | $278.0M | 28.07% | −5,989−0.4% | Reduced |
| CTC LLC | 1,442,847 | $277.8M | 2.74% | +1,195,743+483.9% | Added |
| Rokos Capital Management LLP | 1,439,540 | $277.3M | 8.44% | +1,439,540 | New |
| Central Trust Co | 1,433,734 | $276.0M | 7.34% | −25,790−1.8% | Reduced |
| Worldquant Millennium Advisors LLC | 1,429,763 | $275.3M | 3.85% | −185,652−11.5% | Reduced |
| Compagnie Lombard Odier SCmA | 1,429,121 | $275.1M | 5.11% | +179,090+14.3% | Added |
| Umb Bank N A | 1,427,406 | $274.8M | 4.02% | −31,483−2.2% | Reduced |
| Zacks Investment Management | 1,397,194 | $269.0M | 3.31% | −43,154−3.0% | Reduced |
| Atalanta Sosnoff Capital, LLC | 1,388,036 | $267.2M | 6.89% | −17,780−1.3% | Reduced |
| Two Sigma Investments, LP | 1,381,235 | $265.9M | 0.64% | +108,364+8.5% | Added |
| Congress Asset Management Co | 1,379,317 | $265.6M | 2.09% | +1,469+0.1% | Added |
| Prio Wealth Limited Partnership | 1,369,133 | $263.6M | 9.05% | −13,895−1.0% | Reduced |
| Atria Wealth Solutions, Inc. | 1,366,444 | $263.1M | 3.31% | −11,283−0.8% | Reduced |
| Elo Mutual Pension Insurance Co | 1,364,808 | $262.8M | 7.06% | +48,377+3.7% | Added |
| Louisiana State Employees Retirement System | 1,362,400 | $262.3M | 5.45% | −124,600−8.4% | Reduced |
| Pinnacle Associates Ltd | 1,338,050 | $257.6M | 4.33% | −2,873−0.2% | Reduced |
| JustInvest LLC | 1,337,192 | $257.4M | 6.61% | +68,433+5.4% | Added |
| Fundsmith LLPSuperinvestorFundsmith | 1,334,585 | $256.9M | 1.08% | +1,299+0.1% | Added |
| Border to Coast Pensions Partnership Ltd | 1,331,659 | $256.4M | 6.26% | −18,000−1.3% | Reduced |
| Gulf International Bank (UK) Ltd | 1,300,707 | $250.4M | 7.05% | −146,206−10.1% | Reduced |
| Perigon Wealth Management, LLC | 1,297,411 | $249.8M | 8.17% | +322,743+33.1% | Added |
| Connectus Wealth, LLC | 1,539,860 | $249.2M | 5.11% | +220,098+16.7% | Added |
| Two Sigma Securities, LLC | 1,293,654 | $249.1M | 11.38% | +227,334+21.3% | Added |
| Magellan Asset Management Ltd | 1,291,881 | $248.7M | 2.48% | −349,064−21.3% | Reduced |
| Pacer Advisors, Inc. | 1,282,720 | $247.0M | 0.70% | −31,741−2.4% | Reduced |
| Shelton Capital Management | 1,275,609 | $245.6M | 7.83% | +4,961+0.4% | Added |
| Sequoia Financial Advisors, LLC | 1,262,924 | $243.2M | 3.02% | +443,462+54.1% | Added |
| Sapient Capital LLC | 1,252,384 | $241.1M | 6.22% | +1,252,384 | New |
| Sarasin & Partners LLP | 1,250,309 | $240.7M | 2.65% | +57,840+4.9% | Added |
| Oregon Public Employees Retirement Fund | 1,246,956 | $240.1M | 4.24% | −67,982−5.2% | Reduced |
| Independent Investors Inc | 1,244,589 | $239.6M | 55.15% | −14,610−1.2% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 1,225,890 | $236.0M | 2.57% | +4,000+0.3% | Added |
| Wealthfront Advisers LLC | 1,220,490 | $235.0M | 0.90% | +4,878+0.4% | Added |
| Brown Brothers Harriman & Co | 1,208,195 | $232.6M | 1.93% | −8,836−0.7% | Reduced |
| Montrusco Bolton Investments Inc. | 1,206,507 | $232.3M | 2.88% | −88,874−6.9% | Reduced |
| Cetera Advisors LLC | 1,205,363 | $232.1M | 3.22% | −6,730−0.6% | Reduced |
| Bradley Foster & Sargent Inc | 1,203,147 | $231.6M | 4.50% | −15,483−1.3% | Reduced |
| Groupama Asset Managment | 1,185,225 | $228.3M | 5.95% | +1,185,225 | New |
| Oppenheimer & Co Inc | 1,172,758 | $225.8M | 4.15% | +14,488+1.3% | Added |
| Kentucky Retirement Systems | 1,169,723 | $225.2M | 7.03% | −8,418−0.7% | Reduced |
| JPB Foundation | 1,163,737 | $224.1M | 24.02% | +1,163,737 | New |
| Maryland State Retirement & Pension System | 1,145,835 | $220.6M | 4.54% | −2,500−0.2% | Reduced |
| Harding Loevner LP | 1,146,218 | $220.4M | 1.24% | −23,205−2.0% | Reduced |
| iA Global Asset Management Inc. | 1,136,132 | $218.7M | 5.05% | −172,328−13.2% | Reduced |
| Erste Asset Management GmbH | 1,119,440 | $216.6M | 3.17% | −43,428−3.7% | Reduced |
| Fishman Jay A Ltd | 1,121,367 | $215.9M | 24.71% | −22,035−1.9% | Reduced |
| Davenport & Co LLC | 1,117,191 | $215.0M | 1.49% | −8,125−0.7% | Reduced |
| First Trust Advisors LP | 1,114,072 | $214.5M | 0.23% | −985,306−46.9% | Reduced |
| Clark Capital Management Group, Inc. | 1,113,588 | $214.4M | 1.76% | −4,228−0.4% | Reduced |
| Credit Agricole S A | 1,093,825 | $210.6M | 4.37% | +479,021+77.9% | Added |
| Aristotle Atlantic Partners, LLC | 1,090,860 | $210.0M | 7.39% | −6,651−0.6% | Reduced |
| Altshuler Shaham Ltd | 1,090,107 | $209.9M | 11.60% | −1,345,374−55.2% | Reduced |
| BSN Capital Partners Ltd | 1,093,000 | $207.7M | 11.24% | +1,093,000 | New |
| Davis R M Inc | 1,078,410 | $207.6M | 4.79% | −42,584−3.8% | Reduced |
| Silvant Capital Management LLC | 1,076,438 | $207.2M | 11.13% | −27,524−2.5% | Reduced |
| HRT Financial LP | 1,068,136 | $205.6M | 1.50% | +608,535+132.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 1,067,291 | $205.5M | 4.37% | −185,167−14.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,065,437 | $205.1M | 2.72% | +170,953+19.1% | Added |
| Federation des caisses Desjardins du Quebec | 1,064,505 | $204.9M | 1.92% | −23,336−2.1% | Reduced |
| Colony Group, LLC | 1,054,849 | $203.1M | 2.66% | +1,054,849 | New |
| Glenview Trust Co | 1,052,946 | $202.7M | 4.98% | +10,463+1.0% | Added |
| Pinnacle Financial Partners Inc | 1,050,868 | $202.3M | 4.80% | −36,407−3.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,026,147 | $197.6M | 6.32% | −17,286−1.7% | Reduced |
| Stonegate Investment Group, LLC | 1,018,585 | $196.1M | 6.50% | −5,725−0.6% | Reduced |
| Salem Investment Counselors Inc | 1,017,700 | $195.9M | 6.71% | −15,902−1.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,016,940 | $195.8M | 18.61% | +36,702+3.7% | Added |
| Employees Provident Fund Board | 1,016,621 | $195.7M | 3.82% | +244,121+31.6% | Added |
| Windward Capital Management Co | 1,015,799 | $195.6M | 16.96% | −2,161−0.2% | Reduced |
| Wedbush Securities Inc | 1,012,271 | $194.9M | 8.63% | +87,815+9.5% | Added |
| Busey Wealth Management | 1,011,786 | $194.8M | 7.49% | −20,361−2.0% | Reduced |
| E. Ohman J:or Asset Management AB | 1,011,562 | $194.8M | 7.13% | −108,463−9.7% | Reduced |
| Impax Asset Management Group plc | 1,006,086 | $193.7M | 0.78% | −14,329−1.4% | Reduced |
| Boston Private Wealth LLC | 1,001,367 | $192.8M | 4.69% | −888,072−47.0% | Reduced |
| Stratos Wealth Partners, LTD. | 999,948 | $192.5M | 3.59% | −7,596−0.8% | Reduced |
| InterOcean Capital Group, LLC | 988,323 | $190.3M | 5.11% | +38,693+4.1% | Added |
| Kestra Private Wealth Services, LLC | 988,057 | $190.2M | 4.85% | +38,221+4.0% | Added |
| Abn Amro Investment Solutions | 987,936 | $190.2M | 3.34% | +27,860+2.9% | Added |
| Hartford Investment Management Co | 984,951 | $189.6M | 7.07% | −22,835−2.3% | Reduced |
| Advisors Capital Management, LLC | 983,347 | $189.3M | 3.85% | +983,347 | New |
| Capital Fund Management S.A. | 969,365 | $186.6M | 2.38% | −156,003−13.9% | Reduced |
| Banco Santander, S.A. | 965,920 | $186.0M | 2.20% | +29,500+3.2% | Added |
| Ethic Inc. | 964,449 | $185.7M | 5.49% | +9,441+1.0% | Added |
| Prime Capital Investment Advisors, LLC | 958,795 | $184.6M | 2.79% | +171,423+21.8% | Added |
| Bridges Investment Management Inc | 958,322 | $184.5M | 6.12% | −4,827−0.5% | Reduced |
| Synovus Financial Corp | 958,191 | $184.5M | 2.61% | −212,657−18.2% | Reduced |
| KCM Investment Advisors LLC | 950,511 | $183.0M | 7.29% | −21,993−2.3% | Reduced |
| Tocqueville Asset Management L.P. | 947,883 | $182.5M | 3.31% | −23,983−2.5% | Reduced |
| Flputnam Investment Management Co | 936,806 | $180.4M | 4.25% | +8,076+0.9% | Added |
| Illinois Municipal Retirement Fund | 936,443 | $180.3M | 3.02% | −1,434−0.2% | Reduced |
| Securian Asset Management, Inc | 925,909 | $178.3M | 5.05% | −128,716−12.2% | Reduced |
| HB Wealth Management, LLC | 924,649 | $178.0M | 2.56% | +17,985+2.0% | Added |
| Degroof Petercam Asset Management | 921,815 | $177.5M | 2.33% | +921,815 | New |