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 |
|---|---|---|---|---|---|
| Atria Investments LLC | 478,773 | $92.2M | 1.43% | +7,450+1.6% | Added |
| Ziegler Capital Management, LLC | 478,172 | $92.0M | 4.18% | −17,518−3.5% | Reduced |
| Fort Pitt Capital Group, LLC | 477,930 | $92.0M | 3.02% | +4,138+0.9% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 475,963 | $91.6M | 1.61% | −4,589−1.0% | Reduced |
| Transcend Wealth Collective, LLC | 475,743 | $91.6M | 8.13% | −55,137−10.4% | Reduced |
| TownSquare Capital, LLC | 473,387 | $91.1M | 1.56% | +11,878+2.6% | Added |
| Smith, Salley & Associates | 472,447 | $91.0M | 5.88% | +13,039+2.8% | Added |
| Signaturefd, LLC | 471,285 | $90.7M | 2.10% | +23,776+5.3% | Added |
| Snowden Capital Advisors LLC | 469,682 | $90.4M | 3.44% | +2,791+0.6% | Added |
| RSM US Wealth Management LLC | 468,273 | $90.2M | 2.44% | +65,721+16.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 468,270 | $90.2M | 4.06% | +56,777+13.8% | Added |
| Vestor Capital, LLC | 467,666 | $90.0M | 8.59% | +49,846+11.9% | Added |
| Ameritas Investment Partners, Inc. | 467,553 | $90.0M | 3.29% | −42,206−8.3% | Reduced |
| Farmers & Merchants Investments Inc | 462,765 | $89.1M | 3.25% | −784−0.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 462,750 | $89.1M | 2.33% | −1,116−0.2% | Reduced |
| Smith Group Asset Management, LLC | 458,078 | $88.2M | 5.13% | +458,078 | New |
| WSFS Capital Management, LLC | 457,727 | $88.1M | 5.50% | −47,636−9.4% | Reduced |
| Moors & Cabot, Inc. | 455,967 | $87.8M | 5.47% | −452−0.1% | Reduced |
| Spears Abacus Advisors LLC | 454,767 | $87.6M | 6.97% | +610.0% | Added |
| CWA Asset Management Group, LLC | 454,034 | $87.4M | 5.99% | +17,738+4.1% | Added |
| Wharton Business Group, LLC | 452,629 | $87.1M | 4.38% | −8,314−1.8% | Reduced |
| Delta Financial Group, Inc. | 452,606 | $87.1M | 27.41% | −3,261−0.7% | Reduced |
| Cannell Peter B & Co Inc | 452,296 | $87.1M | 2.76% | −10,932−2.4% | Reduced |
| Ingalls & Snyder LLC | 449,811 | $86.6M | 3.93% | −17,355−3.7% | Reduced |
| Howard Capital Management Group, LLC | 448,628 | $86.4M | 7.48% | −10,667−2.3% | Reduced |
| MMBG Investment Advisors Co. | 446,784 | $86.0M | 10.12% | −19,685−4.2% | Reduced |
| Vestcor Inc | 445,918 | $85.9M | 2.91% | −4,589−1.0% | Reduced |
| Hoffman, Alan N Investment Management | 444,992 | $85.7M | 47.98% | +330+0.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 444,441 | $85.6M | 8.16% | +13,325+3.1% | Added |
| Banque Cantonale Vaudoise | 443,547 | $85.4M | 3.71% | +16,337+3.8% | Added |
| Van Cleef Asset Management,Inc | 443,328 | $85.4M | 11.99% | +8,052+1.8% | Added |
| ARS Investment Partners, LLC | 443,123 | $85.3M | 9.45% | −13,635−3.0% | Reduced |
| Siemens Fonds Invest GmbH | 443,029 | $85.3M | 6.97% | +6,795+1.6% | Added |
| Meiji Yasuda Life Insurance Co | 442,985 | $85.3M | 1.85% | +74,105+20.1% | Added |
| Eastern Bank | 441,414 | $85.0M | 3.86% | −733−0.2% | Reduced |
| Great Valley Advisor Group, Inc. | 441,121 | $84.9M | 2.98% | +14,501+3.4% | Added |
| Dynamic Advisor Solutions LLC | 467,593 | $84.7M | 3.16% | +43,892+10.4% | Added |
| Ritholtz Wealth Management | 439,839 | $84.7M | 3.28% | +2,109+0.5% | Added |
| Cary Street Partner Investment Advisory LLC | 438,485 | $84.4M | 4.02% | +15,180+3.6% | Added |
| Bender Robert & Associates | 437,962 | $84.3M | 21.25% | −4,469−1.0% | Reduced |
| ABN AMRO Bank N.V. | 435,121 | $84.2M | 1.38% | −1,230−0.3% | Reduced |
| Eagle Global Advisors LLC | 436,428 | $84.0M | 5.08% | −11,013−2.5% | Reduced |
| United Services Automobile Association | 435,587 | $83.9M | 1.86% | +38,149+9.6% | Added |
| Baker Avenue Asset Management, LP | 435,067 | $83.8M | 3.68% | +33,745+8.4% | Added |
| Motley Fool Asset Management LLC | 434,160 | $83.6M | 6.23% | +23,379+5.7% | Added |
| Avalon Trust Co | 433,127 | $83.4M | 7.62% | −3,771−0.9% | Reduced |
| Tritonpoint Wealth, LLC | 432,290 | $83.2M | 8.12% | +432,290 | New |
| Gotham Asset Management, LLC | 431,269 | $83.0M | 1.54% | +19,988+4.9% | Added |
| Baldwin Brothers Inc | 429,354 | $82.7M | 6.49% | −8,157−1.9% | Reduced |
| Appleton Partners Inc | 429,106 | $82.6M | 6.66% | −16,370−3.7% | Reduced |
| Chilton Capital Management LLC | 426,026 | $82.0M | 4.18% | −8,042−1.9% | Reduced |
| Evanson Asset Management, LLC | 425,802 | $82.0M | 6.88% | −1,499−0.4% | Reduced |
| Coldstream Capital Management Inc | 425,237 | $81.9M | 2.29% | +4,159+1.0% | Added |
| NorthCrest Asset Manangement, LLC | 423,613 | $81.6M | 3.09% | −11,982−2.8% | Reduced |
| Capital International Inc | 422,177 | $81.3M | 1.27% | +1,032+0.2% | Added |
| Klingenstein Fields & Co LP | 421,744 | $81.2M | 3.62% | +1,710+0.4% | Added |
| Highland Capital Management, LLC | 421,452 | $81.1M | 5.04% | −7,475−1.7% | Reduced |
| Oppenheimer Asset Management Inc. | 419,403 | $80.7M | 1.12% | −20,791−4.7% | Reduced |
| Artemis Investment Management LLP | 417,322 | $80.3M | 1.18% | −125,482−23.1% | Reduced |
| Quantitative Investment Management, LLC | 416,190 | $80.1M | 4.61% | +416,190 | New |
| Franklin Street Advisors Inc | 415,536 | $80.0M | 6.55% | −4,194−1.0% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 415,350 | $80.0M | 4.45% | −25,380−5.8% | Reduced |
| Gradient Investments LLC | 414,968 | $79.9M | 1.93% | +9,756+2.4% | Added |
| Wedge Capital Management L L P | 414,746 | $79.9M | 1.42% | −5,611−1.3% | Reduced |
| Covea Finance | 414,740 | $79.8M | 3.89% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 414,255 | $79.8M | 4.26% | +31,944+8.4% | Added |
| LVM Capital Management Ltd | 413,903 | $79.7M | 10.20% | +1,769+0.4% | Added |
| Robertson Stephens Wealth Management, LLC | 412,447 | $79.4M | 4.97% | −14,560−3.4% | Reduced |
| Oak Ridge Investments LLC | 410,496 | $79.0M | 9.09% | +3,284+0.8% | Added |
| NEOS Investment Management LLC | 409,835 | $78.9M | 7.47% | +7,423+1.8% | Added |
| Freestone Capital Holdings, LLC | 407,627 | $78.5M | 3.53% | +67,249+19.8% | Added |
| Grimes & Company, Inc. | 407,409 | $78.4M | 2.60% | +4,948+1.2% | Added |
| Sowell Financial Services LLC | 405,309 | $78.0M | 4.23% | +819+0.2% | Added |
| IHT Wealth Management, LLC | 403,989 | $77.8M | 3.47% | −3,051−0.7% | Reduced |
| Community Bank, N.A. | 402,081 | $77.4M | 10.10% | −3,647−0.9% | Reduced |
| Everence Capital Management Inc | 401,098 | $77.2M | 5.51% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 400,675 | $77.1M | 0.96% | +257,625+180.1% | Added |
| Sloy Dahl & Holst, LLC | 399,572 | $76.9M | 15.79% | −12,047−2.9% | Reduced |
| Capital Investment Advisors, LLC | 399,504 | $76.9M | 1.93% | +3,322+0.8% | Added |
| Campbell Newman Asset Management Inc | 397,462 | $76.5M | 6.61% | −5,141−1.3% | Reduced |
| Means Investment Co., Inc. | 396,538 | $76.3M | 11.00% | −15,208−3.7% | Reduced |
| Thoroughbred Financial Services, LLC | 396,427 | $76.3M | 6.16% | +17,987+4.8% | Added |
| Colonial Trust Advisors | 394,600 | $76.0M | 8.06% | −10,511−2.6% | Reduced |
| Insigneo Advisory Services, LLC | 391,531 | $75.4M | 10.62% | +125,042+46.9% | Added |
| Joel Isaacson & Co., LLC | 390,341 | $75.2M | 4.61% | +1,411+0.4% | Added |
| Commerzbank Aktiengesellschaft | 388,286 | $74.8M | 2.97% | +40,757+11.7% | Added |
| Adell Harriman & Carpenter Inc | 386,896 | $74.5M | 6.89% | −6,319−1.6% | Reduced |
| Wealth Alliance | 386,713 | $74.5M | 10.44% | −7,276−1.8% | Reduced |
| Edgemoor Investment Advisors, Inc. | 384,292 | $74.0M | 7.74% | −6,437−1.6% | Reduced |
| Alberta Investment Management Corp | 383,927 | $73.9M | 0.69% | −158,009−29.2% | Reduced |
| Baskin Financial Services Inc. | 383,836 | $73.9M | 6.67% | −11,253−2.8% | Reduced |
| Concurrent Investment Advisors, LLC | 399,663 | $73.9M | 3.50% | +399,663 | New |
| Saratoga Research & Investment Management | 383,549 | $73.8M | 3.41% | −21,897−5.4% | Reduced |
| Financial Advocates Investment Management | 382,405 | $73.6M | 4.87% | −8,254−2.1% | Reduced |
| Weatherly Asset Management L. P. | 382,218 | $73.6M | 7.93% | −12,215−3.1% | Reduced |
| Meridian Wealth Management, LLC | 381,196 | $73.4M | 4.69% | −319,640−45.6% | Reduced |
| Northeast Financial Consultants Inc | 379,790 | $73.1M | 4.05% | −2,273−0.6% | Reduced |
| SeaCrest Wealth Management, LLC | 402,522 | $72.9M | 9.01% | −11,903−2.9% | Reduced |
| Merit Financial Group, LLC | 377,992 | $72.8M | 2.21% | −84,685−18.3% | Reduced |
| First Citizens Bank & Trust Co | 377,952 | $72.8M | 1.32% | −12,727−3.3% | Reduced |