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 |
|---|---|---|---|---|---|
| Mogy Joel R Investment Counsel Inc | 653,557 | $125.8M | 9.51% | −17,869−2.7% | Reduced |
| Alpha Cubed Investments, LLC | 652,987 | $125.7M | 7.03% | −1,437−0.2% | Reduced |
| Wesbanco Bank Inc | 652,840 | $125.7M | 7.12% | −237,672−26.7% | Reduced |
| Park National Corp | 652,735 | $125.7M | 5.14% | −23,863−3.5% | Reduced |
| First American Bank | 650,906 | $125.3M | 10.47% | −19,785−2.9% | Reduced |
| Washington Trust Co | 645,364 | $124.3M | 4.92% | −4,634−0.7% | Reduced |
| Investment House LLC | 644,688 | $124.1M | 8.78% | −10,539−1.6% | Reduced |
| Sawtooth Solutions, LLC | 640,436 | $123.3M | 3.37% | +19,169+3.1% | Added |
| Apollon Wealth Management, LLC | 637,705 | $122.8M | 4.24% | +112,687+21.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 636,392 | $122.5M | 4.16% | +16,628+2.7% | Added |
| Congress Wealth Management LLC | 633,055 | $121.9M | 2.24% | +89,956+16.6% | Added |
| Mutual Advisors, LLC | 629,952 | $121.3M | 4.22% | −2,749−0.4% | Reduced |
| Old National Bancorp | 627,517 | $120.8M | 3.18% | −8,847−1.4% | Reduced |
| First National Trust Co | 620,581 | $119.5M | 5.25% | −38,795−5.9% | Reduced |
| Spire Wealth Management | 621,909 | $119.1M | 4.09% | +2,340+0.4% | Added |
| Great Lakes Advisors, LLC | 618,689 | $119.1M | 1.13% | −46,537−7.0% | Reduced |
| Calamos Wealth Management LLC | 616,500 | $118.7M | 7.47% | +16,818+2.8% | Added |
| Cincinnati Insurance Co | 616,000 | $118.6M | 2.13% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 615,051 | $118.4M | 8.22% | +292,355+90.6% | Added |
| Savant Capital, LLC | 613,112 | $118.1M | 1.52% | +10,866+1.8% | Added |
| Bleakley Financial Group, LLC | 611,015 | $117.6M | 3.74% | +17,249+2.9% | Added |
| Argent Trust Co | 608,791 | $117.2M | 5.83% | −10,934−1.8% | Reduced |
| Mission Wealth Management, LP | 608,439 | $117.1M | 3.86% | +19,602+3.3% | Added |
| Choate Investment Advisors | 597,769 | $115.1M | 3.56% | +179,652+43.0% | Added |
| Capital Investment Counsel, Inc | 596,494 | $114.8M | 20.12% | +1,589+0.3% | Added |
| Metropolitan Life Insurance Co | 595,087 | $114.6M | 5.38% | −12,963−2.1% | Reduced |
| Nichols & Pratt Advisers LLP | 592,705 | $114.1M | 8.12% | −19,015−3.1% | Reduced |
| Valeo Financial Advisors, LLC | 636,143 | $114.0M | 4.60% | −2,709−0.4% | Reduced |
| Equitable Holdings, Inc. | 591,479 | $113.9M | 1.40% | +37,613+6.8% | Added |
| Sit Investment Associates Inc | 589,793 | $113.6M | 2.78% | −29,519−4.8% | Reduced |
| Mill Capital Management, LLC | 587,252 | $113.1M | 10.10% | −9,172−1.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 586,685 | $113.0M | 0.47% | +23,521+4.2% | Added |
| Nicholas Company, Inc. | 586,315 | $112.9M | 2.00% | −250.0% | Reduced |
| Bard Financial Services, Inc. | 585,227 | $112.7M | 12.63% | +5,400+0.9% | Added |
| Mairs & Power Inc | 584,900 | $112.6M | 1.19% | +434,396+288.6% | Added |
| Ancora Advisors, LLC | 584,760 | $112.6M | 2.67% | −4,228−0.7% | Reduced |
| Capitolis Liquid Global Markets LLC | 582,000 | $112.1M | 4.61% | +582,000 | New |
| FineMark National Bank & Trust | 581,819 | $112.0M | 4.58% | +503+0.1% | Added |
| Dana Investment Advisors, Inc. | 580,799 | $111.8M | 5.40% | −28,135−4.6% | Reduced |
| Norinchukin Bank, The | 580,629 | $111.8M | 2.62% | −76,189−11.6% | Reduced |
| Castleark Management LLC | 578,553 | $111.4M | 4.94% | −15,752−2.7% | Reduced |
| Systematic Alpha Investments, LLC | 576,144 | $110.9M | 4.97% | 00.0% | Unchanged |
| NS Partners Ltd | 569,956 | $109.7M | 5.33% | +2240.0% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 565,724 | $108.9M | 14.09% | −4,742−0.8% | Reduced |
| St Germain D J Co Inc | 565,520 | $108.9M | 5.67% | +1,079+0.2% | Added |
| Level Four Advisory Services, LLC | 559,839 | $107.8M | 6.05% | +654+0.1% | Added |
| Cacti Asset Management LLC | 557,968 | $107.8M | 9.37% | +830.0% | Added |
| J. L. Bainbridge & Co., Inc. | 559,193 | $107.7M | 13.17% | −8,633−1.5% | Reduced |
| TCW Group Inc | 557,279 | $107.5M | 1.20% | +233,131+71.9% | Added |
| Ami Asset Management Corp | 556,466 | $107.1M | 5.86% | +1,517+0.3% | Added |
| J.W. Cole Advisors, Inc. | 555,760 | $107.0M | 6.27% | +38,428+7.4% | Added |
| Exencial Wealth Advisors, LLC | 550,634 | $106.0M | 4.33% | +51,996+10.4% | Added |
| Vinva Investment Management Ltd | 542,752 | $105.1M | 7.29% | +77,642+16.7% | Added |
| HCR Wealth Advisors | 544,199 | $104.8M | 16.55% | +44,292+8.9% | Added |
| Smith Chas P & Associates Pa Cpas | 543,286 | $104.6M | 6.89% | −6,248−1.1% | Reduced |
| Gunn & Co Investment Management, Inc. | 543,286 | $104.6M | 6.89% | +496,583+1,063.3% | Added |
| Dakota Wealth Management | 542,732 | $104.5M | 4.06% | −4,681−0.9% | Reduced |
| Donaldson Capital Management, LLC | 542,609 | $104.5M | 4.68% | −61,568−10.2% | Reduced |
| Railway Pension Investments Ltd | 540,052 | $104.0M | 1.07% | −203,200−27.3% | Reduced |
| Aptus Capital Advisors, LLC | 538,593 | $103.7M | 3.07% | −55,260−9.3% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 537,269 | $103.4M | 5.25% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 531,162 | $102.3M | 1.79% | +26,029+5.2% | Added |
| Empirical Finance, LLC | 529,815 | $102.0M | 7.11% | +1,298+0.2% | Added |
| Kingsview Wealth Management, LLC | 528,124 | $101.7M | 3.04% | −7,031−1.3% | Reduced |
| Mar Vista Investment Partners LLC | 526,561 | $101.4M | 4.63% | −29,954−5.4% | Reduced |
| Brighton Jones LLC | 525,683 | $101.2M | 4.27% | +49,002+10.3% | Added |
| Van Hulzen Asset Management, LLC | 523,450 | $100.8M | 7.09% | −11,580−2.2% | Reduced |
| Trust Co of Vermont | 522,030 | $100.5M | 6.70% | −46,293−8.1% | Reduced |
| Meyer Handelman Co | 520,985 | $100.3M | 3.91% | −88,774−14.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 520,835 | $100.3M | 7.03% | −5,174−1.0% | Reduced |
| Kornitzer Capital Management Inc | 520,738 | $100.3M | 1.95% | −6,597−1.3% | Reduced |
| Bowen Hanes & Co Inc | 520,673 | $100.2M | 3.02% | −5,234−1.0% | Reduced |
| Traynor Capital Management, Inc. | 518,765 | $99.9M | 11.55% | −4,362−0.8% | Reduced |
| Citizens Financial Group Inc | 518,173 | $99.8M | 3.44% | +40,464+8.5% | Added |
| Miracle Mile Advisors, LLC | 516,138 | $99.4M | 2.72% | +24,506+5.0% | Added |
| Brookstone Capital Management | 515,338 | $99.2M | 1.93% | +9,070+1.8% | Added |
| Advisors Asset Management, Inc. | 514,720 | $99.1M | 2.02% | −42,561−7.6% | Reduced |
| Prospect Hill Management, LLC | 514,169 | $99.0M | 59.08% | −1,266−0.2% | Reduced |
| Chicago Capital, LLC | 511,437 | $98.5M | 3.55% | +49,008+10.6% | Added |
| Zevenbergen Capital Investments LLC | 509,302 | $98.1M | 2.26% | −41,653−7.6% | Reduced |
| Wilkinson Global Asset Management LLC | 506,061 | $97.4M | 6.72% | −1,825−0.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 504,706 | $97.2M | 5.35% | +14,869+3.0% | Added |
| Roffman Miller Associates Inc | 504,703 | $97.2M | 6.94% | −12,409−2.4% | Reduced |
| Meritage Portfolio Management | 503,446 | $96.9M | 6.39% | +28,126+5.9% | Added |
| Moneta Group Investment Advisors LLC | 499,224 | $96.1M | 1.90% | −55,386−10.0% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 497,000 | $95.7M | 1.25% | +279,000+128.0% | Added |
| Reynders McVeigh Capital Management, LLC | 494,489 | $95.2M | 6.03% | −25,887−5.0% | Reduced |
| Maple Capital Management, Inc. | 492,850 | $94.9M | 9.50% | +5,849+1.2% | Added |
| Fundsmith Investment Services Ltd. | 491,211 | $94.6M | 1.37% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 1,126,469 | $94.5M | 3.45% | +1,126,469 | New |
| Alta Capital Management LLC | 490,128 | $94.4M | 6.09% | −10,555−2.1% | Reduced |
| Opes Wealth Management LLC | 485,297 | $93.4M | 22.42% | +161,668+50.0% | Added |
| Sandy Spring Bank | 483,841 | $93.2M | 4.64% | +16,237+3.5% | Added |
| Marsico Capital Management LLC | 483,742 | $93.1M | 3.65% | −248,891−34.0% | Reduced |
| Chartwell Investment Partners, LLC | 483,520 | $93.1M | 3.26% | −47,342−8.9% | Reduced |
| Clearstead Advisors, LLC | 483,401 | $93.1M | 4.94% | +2,118+0.4% | Added |
| Hyman Charles D | 483,191 | $93.0M | 5.56% | −2,686−0.6% | Reduced |
| Burney Co | 483,039 | $93.0M | 3.91% | −11,125−2.3% | Reduced |
| Diversified Trust Co | 481,539 | $92.7M | 3.12% | +1,362+0.3% | Added |
| Wafra Inc. | 481,329 | $92.7M | 5.45% | −506,367−51.3% | Reduced |