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 |
|---|---|---|---|---|---|
| Bokf, NA | 919,073 | $176.9M | 3.46% | −3,181−0.3% | Reduced |
| Independent Advisor Alliance | 917,088 | $176.6M | 6.36% | −6,178−0.7% | Reduced |
| Country Trust Bank | 914,063 | $176.0M | 4.90% | −56,222−5.8% | Reduced |
| Integrated Wealth Concepts LLC | 908,385 | $174.9M | 2.87% | −10,961−1.2% | Reduced |
| Modera Wealth Management, LLC | 898,229 | $172.9M | 2.86% | −29,234−3.2% | Reduced |
| Crossmark Global Holdings, Inc. | 894,070 | $172.1M | 3.57% | −36,245−3.9% | Reduced |
| Walleye Trading LLC | 889,049 | $171.2M | 2.57% | −134,489−13.1% | Reduced |
| Bailard, Inc. | 879,731 | $169.4M | 5.02% | −21,374−2.4% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 878,292 | $169.1M | 4.61% | +142,940+19.4% | Added |
| Trillium Asset Management, LLC | 877,287 | $168.9M | 4.60% | −110,397−11.2% | Reduced |
| Omers Administration Corp | 876,778 | $168.8M | 2.13% | +483,100+122.7% | Added |
| Adams Diversified Equity Fund, Inc. | 874,100 | $168.3M | 6.64% | −26,300−2.9% | Reduced |
| Bahl & Gaynor Inc | 872,488 | $168.0M | 1.01% | −10,343−1.2% | Reduced |
| PGGM Investments | 871,777 | $167.8M | 2.55% | −48,476−5.3% | Reduced |
| Mn Services Vermogensbeheer B.V. | 870,892 | $167.7M | 1.51% | −21,500−2.4% | Reduced |
| Destination Wealth Management | 866,263 | $166.8M | 5.78% | −15,589−1.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 865,649 | $166.7M | 2.76% | −74,972−8.0% | Reduced |
| Bristol John W & Co Inc | 862,682 | $166.1M | 3.05% | −45,860−5.0% | Reduced |
| Ofi Invest Asset Management | 944,927 | $164.7M | 5.54% | −70,242−6.9% | Reduced |
| South Dakota Investment Council | 851,725 | $164.0M | 3.48% | −23,400−2.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 838,941 | $161.5M | 3.61% | −12,294−1.4% | Reduced |
| Avantax Advisory Services, Inc. | 833,640 | $160.5M | 1.59% | −40,880−4.7% | Reduced |
| Metis Global Partners, LLC | 832,185 | $160.2M | 6.38% | +98,009+13.3% | Added |
| La Banque Postale Asset Management SA | 831,760 | $160.1M | 3.53% | −39,815−4.6% | Reduced |
| Adviser Investments LLC | 831,496 | $160.1M | 2.28% | +489,712+143.3% | Added |
| Cornerstone Advisors, LLC | 826,900 | $159.2M | 7.00% | −25,100−2.9% | Reduced |
| Advisory Services Network, LLC | 820,234 | $157.9M | 3.86% | −24,251−2.9% | Reduced |
| Allworth Financial LP | 820,177 | $157.9M | 1.21% | +89,418+12.2% | Added |
| First Financial Bankshares Inc | 817,622 | $157.4M | 3.78% | +817,622 | New |
| Biltmore Family Office, LLC | 817,056 | $157.3M | 32.40% | −23,978−2.9% | Reduced |
| ClariVest Asset Management LLC | 814,492 | $156.8M | 8.69% | −149,324−15.5% | Reduced |
| Silvercrest Asset Management Group LLC | 812,143 | $156.4M | 1.11% | +5,776+0.7% | Added |
| Axiom Investors LLC | 809,821 | $155.9M | 1.53% | +177,968+28.2% | Added |
| NewEdge Wealth, LLC | 808,709 | $155.7M | 3.98% | +112,980+16.2% | Added |
| HighPoint Advisor Group LLC | 911,214 | $155.7M | 11.17% | +911,214 | New |
| Journey Strategic Wealth LLC | 805,688 | $155.1M | 7.30% | +1,215+0.2% | Added |
| Quantinno Capital Management LP | 803,068 | $154.6M | 5.41% | +95,355+13.5% | Added |
| Ilmarinen Mutual Pension Insurance Co | 800,000 | $154.0M | 2.09% | +100,000+14.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 790,722 | $152.2M | 13.66% | −16,776−2.1% | Reduced |
| Van Eck Associates Corp | 789,248 | $152.0M | 0.28% | +53,572+7.3% | Added |
| APG Asset Management US Inc. | 782,699 | $150.7M | 0.92% | +782,699 | New |
| Teamwork Financial Advisors, LLC | 781,250 | $150.4M | 25.81% | −16,050−2.0% | Reduced |
| Parsons Capital Management Inc | 776,229 | $149.4M | 10.66% | +1,749+0.2% | Added |
| Prudential PLC | 768,824 | $148.0M | 1.58% | −45,282−5.6% | Reduced |
| Cambridge Trust Co | 766,760 | $147.6M | 6.15% | −1,795−0.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 766,738 | $147.6M | 3.06% | −22,012−2.8% | Reduced |
| Dearborn Partners LLC | 766,306 | $147.5M | 5.37% | +9,392+1.2% | Added |
| New Mexico Educational Retirement Board | 765,664 | $147.4M | 5.66% | 00.0% | Unchanged |
| Patten & Patten Inc | 764,779 | $147.2M | 12.09% | −38,043−4.7% | Reduced |
| Heritage Investors Management Corp | 762,936 | $146.9M | 5.55% | −13,756−1.8% | Reduced |
| Steel Peak Wealth Management LLC | 762,325 | $146.8M | 8.60% | −143,685−15.9% | Reduced |
| Clifford Swan Investment Counsel LLC | 761,045 | $146.5M | 5.70% | −10,490−1.4% | Reduced |
| Himalaya Capital Management LLCSuperinvestorHimalaya Capital | 759,600 | $146.2M | 7.10% | 00.0% | Unchanged |
| Stephens Inc | 757,914 | $145.9M | 2.52% | −11,028−1.4% | Reduced |
| Parallel Advisors, LLC | 757,854 | $145.9M | 4.33% | −2,254−0.3% | Reduced |
| Brinker Capital Investments, LLC | 783,259 | $145.3M | 1.69% | −16,200−2.0% | Reduced |
| Orion Portfolio Solutions, LLC | 783,259 | $145.3M | 1.69% | −16,200−2.0% | Reduced |
| National Asset Management, Inc. | 754,386 | $145.2M | 3.91% | −23,587−3.0% | Reduced |
| SG Americas Securities, LLC | 752,100 | $144.8M | 1.60% | −772,824−50.7% | Reduced |
| Cullinan Associates Inc | 749,993 | $144.4M | 8.05% | −34,527−4.4% | Reduced |
| Hancock Whitney Corp | 748,110 | $144.0M | 5.34% | −24,116−3.1% | Reduced |
| Boston Financial Mangement LLC | 747,186 | $143.9M | 4.87% | −11,883−1.6% | Reduced |
| Westwood Holdings Group Inc. | 744,255 | $143.3M | 1.21% | +1,519+0.2% | Added |
| Wetherby Asset Management Inc | 741,853 | $142.8M | 7.45% | −86,664−10.5% | Reduced |
| Raymond James Trust N.A. | 741,160 | $142.7M | 3.78% | +13,337+1.8% | Added |
| Logan Capital Management Inc | 740,671 | $142.6M | 6.64% | −20,392−2.7% | Reduced |
| Lockheed Martin Investment Management Co | 821,880 | $142.6M | 10.21% | +61,600+8.1% | Added |
| Lincoln National Corp | 739,915 | $142.5M | 2.50% | +38,635+5.5% | Added |
| Ossiam | 738,231 | $142.1M | 2.29% | +173,147+30.6% | Added |
| Wade G W & Inc | 736,292 | $141.8M | 4.60% | +7,972+1.1% | Added |
| Gabelli Funds LLC | 734,510 | $141.4M | 1.09% | −11,020−1.5% | Reduced |
| Stock Yards Bank & Trust Co | 730,817 | $140.7M | 5.02% | −24,748−3.3% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 726,532 | $139.9M | 5.16% | +726,532 | New |
| Massmutual Trust Co FSB | 720,138 | $138.6M | 4.65% | +19,772+2.8% | Added |
| Henshaw Capital LLC | 710,089 | $136.7M | 7.10% | 00.0% | Unchanged |
| Argent Capital Management LLC | 707,028 | $136.1M | 4.44% | −10,580−1.5% | Reduced |
| Greenleaf Trust | 705,699 | $135.9M | 1.46% | +798+0.1% | Added |
| CapitalatWork S.A. | 703,546 | $135.5M | 4.90% | +703,546 | New |
| Becker Capital Management Inc | 703,362 | $135.4M | 4.88% | −24,424−3.4% | Reduced |
| NorthRock Partners, LLC | 702,239 | $135.2M | 5.67% | +401,457+133.5% | Added |
| Verus Capital Partners, LLC | 701,856 | $135.1M | 16.53% | −3,796−0.5% | Reduced |
| 7G Capital Management, LLC | 700,000 | $134.8M | 69.19% | 00.0% | Unchanged |
| Profund Advisors LLC | 699,842 | $134.7M | 5.79% | +30,547+4.6% | Added |
| Northeast Investment Management | 695,309 | $133.9M | 7.16% | −6,650−0.9% | Reduced |
| Associated Banc-Corp | 689,616 | $132.8M | 4.61% | −9,091−1.3% | Reduced |
| Daymark Wealth Partners, LLC | 823,553 | $132.5M | 8.14% | +10,098+1.2% | Added |
| Carnegie Capital Asset Management, LLC | 688,181 | $132.5M | 4.55% | −6,117−0.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 686,734 | $132.2M | 2.65% | +381,772+125.2% | Added |
| Prospera Financial Services Inc | 679,124 | $130.8M | 4.33% | −2,122−0.3% | Reduced |
| Cohen Klingenstein LLC | 677,576 | $130.5M | 5.33% | 00.0% | Unchanged |
| Shell Asset Management Co | 674,604 | $129.9M | 6.00% | −183,552−21.4% | Reduced |
| Toroso Investments, LLC | 666,839 | $128.4M | 3.07% | +52,124+8.5% | Added |
| Private Wealth Partners, LLC | 666,135 | $128.3M | 10.84% | −7,214−1.1% | Reduced |
| Capital Advisors Inc | 665,826 | $128.2M | 2.87% | −7,452−1.1% | Reduced |
| Focus Financial Network Inc | 664,314 | $127.9M | 4.81% | +664,314 | New |
| Neville Rodie & Shaw Inc | 661,295 | $127.3M | 10.41% | −4,885−0.7% | Reduced |
| Braun Stacey Associates Inc | 657,032 | $126.5M | 5.66% | −33,952−4.9% | Reduced |
| Buckingham Strategic Wealth, LLC | 656,833 | $126.5M | 1.50% | +18,827+3.0% | Added |
| Hoylecohen, LLC | 656,139 | $126.3M | 10.32% | −5,477−0.8% | Reduced |
| Baillie Gifford & Co | 653,695 | $125.9M | 0.10% | +1,696+0.3% | Added |