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 |
|---|---|---|---|---|---|
| Dock Street Asset Management Inc | 377,647 | $72.7M | 11.36% | −14,555−3.7% | Reduced |
| Longbow Finance SA | 376,285 | $72.4M | 7.36% | −1,472−0.4% | Reduced |
| Waverton Investment Management Ltd | 375,208 | $72.2M | 1.75% | +8,683+2.4% | Added |
| Community Trust & Investment Co | 374,556 | $72.1M | 5.53% | −5,199−1.4% | Reduced |
| Birinyi Associates Inc | 373,773 | $72.0M | 25.57% | −2,333−0.6% | Reduced |
| Talbot Financial, LLC | 373,602 | $71.9M | 10.82% | +11,274+3.1% | Added |
| YHB Investment Advisors, Inc. | 371,891 | $71.6M | 6.93% | −24,473−6.2% | Reduced |
| GuoLine Advisory Pte Ltd | 371,700 | $71.6M | 11.33% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 371,459 | $71.5M | 2.19% | −436−0.1% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 369,345 | $71.1M | 4.86% | −7,678−2.0% | Reduced |
| Wealthspire Advisors, LLC | 369,289 | $71.1M | 1.01% | +25,252+7.3% | Added |
| Principle Wealth Partners LLC | 368,437 | $70.9M | 6.11% | −1,027−0.3% | Reduced |
| Westpac Banking Corp | 367,826 | $70.8M | 5.84% | −97,587−21.0% | Reduced |
| Welch Group, LLC | 367,709 | $70.8M | 3.81% | −2,151−0.6% | Reduced |
| International Assets Investment Management, LLC | 452,817 | $70.7M | 8.98% | −34,927−7.2% | Reduced |
| Davidson Investment Advisors | 367,048 | $70.7M | 4.05% | −1,441−0.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 367,040 | $70.7M | 1.27% | −2,775−0.8% | Reduced |
| Park Avenue Securities LLC | 365,875 | $70.4M | 0.97% | +5,838+1.6% | Added |
| Josh Arnold Investment Consultant, LLC | 364,268 | $70.1M | 67.00% | −3,991−1.1% | Reduced |
| Nomura Holdings Inc | 360,312 | $69.4M | 0.62% | +272,564+310.6% | Added |
| Am Investment Strategies LLC | 360,159 | $69.3M | 19.57% | +2,544+0.7% | Added |
| Howland Capital Management LLC | 359,991 | $69.3M | 3.66% | +2,488+0.7% | Added |
| McDaniel Terry & Co | 358,706 | $69.1M | 6.61% | −315−0.1% | Reduced |
| Venture Visionary Partners LLC | 358,225 | $69.0M | 3.65% | +8,023+2.3% | Added |
| First National Bank of Omaha | 357,780 | $68.9M | 4.35% | −36,601−9.3% | Reduced |
| Gillespie Robinson & Grimm Inc | 356,219 | $68.6M | 6.15% | −4,758−1.3% | Reduced |
| Comgest Global Investors S.A.S. | 355,851 | $68.5M | 1.03% | +39,343+12.4% | Added |
| Cornerstone Wealth Management, LLC | 355,358 | $68.4M | 5.88% | −3,999−1.1% | Reduced |
| Eagle Asset Management Inc | 355,353 | $68.4M | 0.37% | −37,792−9.6% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 354,136 | $68.2M | 4.08% | +5,806+1.7% | Added |
| Burns J W & Co Inc | 353,155 | $68.0M | 10.06% | −2,440−0.7% | Reduced |
| MUFG Securities EMEA plc | 352,161 | $67.8M | 5.63% | +338,413+2,461.5% | Added |
| Academy Capital Management Inc | 351,870 | $67.7M | 13.76% | −6,077−1.7% | Reduced |
| Chesley Taft & Associates LLC | 351,575 | $67.7M | 3.80% | +1,439+0.4% | Added |
| GFI Investment Counsel Ltd. | 351,188 | $67.6M | 9.35% | −41,698−10.6% | Reduced |
| Aquatic Capital Management LLC | 350,600 | $67.5M | 1.72% | +114,700+48.6% | Added |
| Birch Hill Investment Advisors LLC | 348,445 | $67.1M | 3.57% | −5,704−1.6% | Reduced |
| Richard Bernstein Advisors LLC | 347,764 | $67.0M | 1.48% | −13,572−3.8% | Reduced |
| Bluefin Capital Management, LLC | 345,700 | $66.9M | 5.93% | +297,700+620.2% | Added |
| Clear Harbor Asset Management, LLC | 347,411 | $66.9M | 6.40% | −3,801−1.1% | Reduced |
| Albion Financial Group | 347,283 | $66.9M | 5.51% | +3,558+1.0% | Added |
| Apexium Financial, LP | 346,991 | $66.8M | 4.80% | +147,110+73.6% | Added |
| Harbor Investment Advisory, LLC | 364,195 | $66.8M | 7.71% | −1,688−0.5% | Reduced |
| TCTC Holdings, LLC | 346,347 | $66.7M | 2.43% | +301+0.1% | Added |
| We Are One Seven, LLC | 345,091 | $66.4M | 3.85% | +48,474+16.3% | Added |
| Grassi Investment Management | 344,247 | $66.3M | 6.95% | −1,068−0.3% | Reduced |
| Azimuth Capital Investment Management LLC | 343,511 | $66.1M | 2.98% | −2,884−0.8% | Reduced |
| Fulton Breakefield Broenniman LLC | 343,490 | $66.1M | 5.32% | −1,453−0.4% | Reduced |
| Carret Asset Management, LLC | 343,486 | $66.1M | 8.42% | −2,519−0.7% | Reduced |
| Girard Partners Ltd. | 343,161 | $66.1M | 6.70% | −3,794−1.1% | Reduced |
| FJ Investments, LLC | 342,205 | $65.9M | 3.13% | +342,205 | New |
| Rollins Financial Advisors, LLC | 340,059 | $65.5M | 13.67% | +340,059 | New |
| TRB Advisors LP | 340,000 | $65.5M | 17.30% | 00.0% | Unchanged |
| North Star Asset Management Inc | 338,828 | $65.2M | 3.34% | −8,806−2.5% | Reduced |
| First Horizon Advisors, Inc. | 338,804 | $65.2M | 2.16% | −16,915−4.8% | Reduced |
| Washington Trust Advisors, Inc. | 338,791 | $65.2M | 6.25% | −3,749−1.1% | Reduced |
| NBT Bank N A | 337,850 | $65.0M | 5.10% | +12,928+4.0% | Added |
| Cobblestone Capital Advisors LLC | 336,992 | $64.9M | 4.27% | −6,063−1.8% | Reduced |
| WealthPLAN Partners, LLC | 336,697 | $64.8M | 6.66% | +895+0.3% | Added |
| Main Street Research LLC | 336,348 | $64.8M | 5.20% | +5,571+1.7% | Added |
| Nan Shan Life Insurance Co., Ltd. | 336,329 | $64.8M | 1.57% | −40,955−10.9% | Reduced |
| Boston Family Office LLC | 335,924 | $64.7M | 4.86% | −9,227−2.7% | Reduced |
| AMG National Trust Bank | 335,431 | $64.6M | 2.03% | −4,085−1.2% | Reduced |
| Jones Financial Companies LLLP | 335,331 | $64.6M | 0.10% | +10,341+3.2% | Added |
| Kanawha Capital Management LLC | 335,217 | $64.5M | 5.93% | −12,270−3.5% | Reduced |
| Western Wealth Management, LLC | 334,906 | $64.5M | 4.65% | −13,395−3.8% | Reduced |
| Philadelphia Trust Co | 333,915 | $64.3M | 6.04% | −6,834−2.0% | Reduced |
| Beacon Investment Advisory Services, Inc. | 333,206 | $64.2M | 2.92% | −7,852−2.3% | Reduced |
| Courier Capital LLC | 332,793 | $64.1M | 4.86% | −9,141−2.7% | Reduced |
| Global Retirement Partners, LLC | 348,434 | $64.0M | 2.68% | +18,535+5.6% | Added |
| Hantz Financial Services, Inc. | 329,360 | $63.4M | 1.38% | −16,619−4.8% | Reduced |
| Veriti Management LLC | 329,275 | $63.4M | 5.67% | +43,850+15.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 328,950 | $63.3M | 2.51% | −12,483−3.7% | Reduced |
| Taurus Asset Management, LLC | 328,602 | $63.3M | 6.83% | −2,325−0.7% | Reduced |
| GW Henssler & Associates Ltd | 328,205 | $63.2M | 4.17% | −6,165−1.8% | Reduced |
| S&CO Inc | 327,805 | $63.1M | 4.84% | −7,831−2.3% | Reduced |
| RMB Capital Management, LLC | 327,740 | $63.1M | 1.93% | −8,395−2.5% | Reduced |
| HBK Sorce Advisory LLC | 325,623 | $62.7M | 2.42% | −9,533−2.8% | Reduced |
| Evergreen Capital Management LLC | 325,527 | $62.7M | 2.56% | +4,775+1.5% | Added |
| LS Investment Advisors, LLC | 325,270 | $62.6M | 10.86% | −9,797−2.9% | Reduced |
| AlTi Global, Inc. | 323,964 | $62.4M | 1.91% | +323,964 | New |
| Stratos Wealth Advisors, LLC | 323,639 | $62.3M | 3.59% | +4,006+1.3% | Added |
| LMCG Investments, LLC | 323,346 | $62.3M | 3.86% | −8,554−2.6% | Reduced |
| Beese Fulmer Investment Management, Inc. | 322,120 | $62.0M | 6.42% | −5,409−1.7% | Reduced |
| Aspiriant, LLC | 321,326 | $61.9M | 2.79% | −251−0.1% | Reduced |
| General American Investors Co Inc | 321,000 | $61.8M | 5.11% | 00.0% | Unchanged |
| Nwam LLC | 320,419 | $61.7M | 4.96% | −11,036−3.3% | Reduced |
| Avenir Corp | 320,331 | $61.7M | 5.33% | −3,991−1.2% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 319,400 | $61.5M | 0.70% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 317,536 | $61.1M | 5.96% | +290+0.1% | Added |
| Forum Financial Management, LP | 315,483 | $60.7M | 1.14% | +20,662+7.0% | Added |
| Allen Investment Management LLC | 314,313 | $60.5M | 0.81% | −13,387−4.1% | Reduced |
| SlateStone Wealth, LLC | 313,609 | $60.4M | 7.84% | +2,679+0.9% | Added |
| Cito Capital Group, LLC | 312,959 | $60.3M | 25.83% | −3,375−1.1% | Reduced |
| Martingale Asset Management L P | 312,614 | $60.2M | 1.23% | −18,864−5.7% | Reduced |
| Montag A & Associates Inc | 312,548 | $60.2M | 3.36% | −1,908−0.6% | Reduced |
| Eisler Capital (UK) Ltd. | 311,236 | $59.9M | 5.46% | −673,572−68.4% | Reduced |
| Ballentine Partners, LLC | 311,144 | $59.9M | 1.22% | +7,275+2.4% | Added |
| Lowe Brockenbrough & Co Inc | 311,122 | $59.9M | 4.64% | −27,405−8.1% | Reduced |
| Shikiar Asset Management Inc | 310,113 | $59.7M | 18.49% | −4,475−1.4% | Reduced |