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 |
|---|---|---|---|---|---|
| Kavar Capital Partners Group, LLC | 308,420 | $59.4M | 6.64% | +153,355+98.9% | Added |
| Cincinnati Specialty Underwriters Insurance CO | 308,000 | $59.3M | 19.65% | 00.0% | Unchanged |
| Gratus Capital LLC | 307,774 | $59.3M | 3.37% | +101,188+49.0% | Added |
| Roundview Capital LLC | 307,473 | $59.2M | 5.46% | +1,046+0.3% | Added |
| BLB&B Advisors, LLC | 307,294 | $59.2M | 3.73% | −3,349−1.1% | Reduced |
| Banque Pictet & Cie SA | 307,141 | $59.1M | 0.67% | −113,490−27.0% | Reduced |
| Tower Bridge Advisors | 307,001 | $59.1M | 5.08% | −3,824−1.2% | Reduced |
| Palisade Capital Management LLC | 306,768 | $59.1M | 1.57% | −7,598−2.4% | Reduced |
| CFM Wealth Partners LLC | 306,379 | $59.0M | 13.34% | −4,189−1.3% | Reduced |
| Rothschild Investment LLC | 306,299 | $59.0M | 4.95% | +306,299 | New |
| Pictet & Cie (Europe) SA | 305,991 | $58.9M | 1.75% | +8,195+2.8% | Added |
| Fiduciary Family Office, LLC | 305,769 | $58.9M | 25.75% | +305,769 | New |
| RB Capital Management, LLC | 305,128 | $58.7M | 17.01% | +1,121+0.4% | Added |
| MPS Loria Financial Planners, LLC | 304,621 | $58.6M | 20.60% | −1,041−0.3% | Reduced |
| Wendell David Associates Inc | 304,503 | $58.6M | 6.32% | −3,525−1.1% | Reduced |
| Exchange Traded Concepts, LLC | 302,986 | $58.3M | 1.56% | +50,095+19.8% | Added |
| Brickley Wealth Management | 301,999 | $58.1M | 14.03% | +8,269+2.8% | Added |
| Southeast Asset Advisors Inc. | 301,938 | $58.1M | 7.71% | −2,503−0.8% | Reduced |
| Beaumont Financial Advisors, LLC | 299,622 | $57.7M | 5.26% | −4,910−1.6% | Reduced |
| Amussen Hunsaker Associates LLC | 299,172 | $57.6M | 11.65% | −4,839−1.6% | Reduced |
| Stonebridge Capital Advisors LLC | 299,129 | $57.6M | 5.78% | +5,175+1.8% | Added |
| Suncoast Equity Management | 298,046 | $57.4M | 7.58% | +3,222+1.1% | Added |
| Moody Lynn & Lieberson, LLC | 297,502 | $57.3M | 4.36% | +286+0.1% | Added |
| Granite Investment Partners, LLC | 297,295 | $57.2M | 2.23% | −1,732−0.6% | Reduced |
| Foundations Investment Advisors, LLC | 304,903 | $57.0M | 1.53% | +50,545+19.9% | Added |
| ZWJ Investment Counsel Inc | 295,384 | $56.9M | 2.93% | −2,440−0.8% | Reduced |
| CAPROCK Group, Inc. | 294,509 | $56.7M | 3.62% | +25,754+9.6% | Added |
| GuideStone Capital Management, LLC | 293,577 | $56.5M | 100.00% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 293,236 | $56.5M | 1.66% | −1,480−0.5% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 323,900 | $56.5M | 8.36% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 292,019 | $56.2M | 2.67% | −2,846−1.0% | Reduced |
| Thomasville National Bank | 291,833 | $56.2M | 4.98% | −4,665−1.6% | Reduced |
| Bath Savings Trust Co | 291,674 | $56.2M | 6.30% | −2,830−1.0% | Reduced |
| Dorchester Wealth Management Co | 290,556 | $55.9M | 10.35% | −3,200−1.1% | Reduced |
| Belpointe Asset Management LLC | 289,913 | $55.8M | 4.90% | −27,158−8.6% | Reduced |
| Dillon & Associates Inc | 288,648 | $55.7M | 10.10% | −9,904−3.3% | Reduced |
| Sonora Investment Management Group, LLC | 289,078 | $55.7M | 4.53% | −26,208−8.3% | Reduced |
| South State Corp. | 288,982 | $55.6M | 4.75% | +55,767+23.9% | Added |
| Ledyard National Bank | 288,639 | $55.6M | 5.72% | −599−0.2% | Reduced |
| Osborne Partners Capital Management, LLC | 287,662 | $55.4M | 3.62% | −4,012−1.4% | Reduced |
| Lindbrook Capital, LLC | 286,995 | $55.3M | 5.52% | −2,277−0.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 285,752 | $55.0M | 6.45% | +9,962+3.6% | Added |
| Papp L Roy & Associates | 284,844 | $54.8M | 6.81% | −1,249−0.4% | Reduced |
| Knights of Columbus Asset Advisors LLC | 284,563 | $54.8M | 3.52% | +2,804+1.0% | Added |
| Marble Harbor Investment Counsel, LLC | 284,194 | $54.7M | 6.73% | −4,947−1.7% | Reduced |
| Fulton Bank, N.A. | 284,124 | $54.7M | 2.46% | −5,949−2.1% | Reduced |
| Smithfield Trust Co | 283,499 | $54.6M | 3.06% | −1,323−0.5% | Reduced |
| KMG Fiduciary Partners, LLC | 283,311 | $54.5M | 6.35% | −510−0.2% | Reduced |
| Private Capital Advisors, Inc. | 281,058 | $54.1M | 8.24% | −2,897−1.0% | Reduced |
| Hartline Investment Corp | 280,872 | $54.1M | 8.74% | −1,809−0.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 280,853 | $54.1M | 3.40% | +376+0.1% | Added |
| Fragasso Group Inc. | 280,811 | $54.1M | 4.92% | +1,029+0.4% | Added |
| Sound View Wealth Advisors Group, LLC | 280,535 | $54.0M | 5.96% | +38,222+15.8% | Added |
| IFP Advisors, Inc | 280,382 | $54.0M | 2.55% | −26,356−8.6% | Reduced |
| Northwest & Ethical Investments L.P. | 279,222 | $53.8M | 1.65% | −45,695−14.1% | Reduced |
| Middleton & Co Inc | 278,896 | $53.7M | 6.70% | −3,527−1.2% | Reduced |
| Heritage Wealth Advisors | 278,540 | $53.6M | 2.67% | −9,412−3.3% | Reduced |
| Oakmont Corp | 278,216 | $53.6M | 14.06% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 277,818 | $53.5M | 3.91% | −1,416−0.5% | Reduced |
| GTS Securities LLC | 277,357 | $53.4M | 1.15% | −434,058−61.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 277,355 | $53.4M | 4.49% | −10,332−3.6% | Reduced |
| Fort Sheridan Advisors LLC | 277,091 | $53.3M | 10.65% | +13,003+4.9% | Added |
| Berkshire Asset Management LLC | 277,020 | $53.3M | 3.04% | −2,290−0.8% | Reduced |
| Jacobs & Co | 276,938 | $53.3M | 6.05% | −5,485−1.9% | Reduced |
| Marco Investment Management LLC | 276,908 | $53.3M | 5.46% | −3,415−1.2% | Reduced |
| Hemenway Trust Co LLC | 276,887 | $53.3M | 5.10% | +5,593+2.1% | Added |
| Narwhal Capital Management | 276,201 | $53.2M | 5.81% | +296+0.1% | Added |
| WealthPlan Investment Management, LLC | 275,686 | $53.1M | 8.50% | −580.0% | Reduced |
| Lee Danner & Bass Inc | 275,221 | $53.0M | 4.54% | −33,341−10.8% | Reduced |
| Essex Financial Services, Inc. | 274,341 | $52.8M | 5.46% | −2,323−0.8% | Reduced |
| Harbour Investments, Inc. | 273,662 | $52.7M | 2.18% | +11,032+4.2% | Added |
| Sigma Planning Corp | 273,530 | $52.7M | 4.12% | −522,281−65.6% | Reduced |
| Charter Trust Co | 273,385 | $52.6M | 3.92% | −3,406−1.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 272,744 | $52.5M | 5.97% | +188,330+223.1% | Added |
| Nixon Peabody Trust Co | 272,299 | $52.4M | 5.88% | +221,439+435.4% | Added |
| Violich Capital Management, Inc. | 271,399 | $52.3M | 8.48% | −12,498−4.4% | Reduced |
| Power Corp of Canada | 270,899 | $52.2M | 5.41% | −41,833−13.4% | Reduced |
| LaFleur & Godfrey LLC | 270,385 | $52.1M | 7.76% | −5,300−1.9% | Reduced |
| Bouchey Financial Group Ltd | 268,577 | $51.7M | 5.54% | +2,021+0.8% | Added |
| Transform Wealth, LLC | 268,158 | $51.6M | 5.03% | −676−0.3% | Reduced |
| Ar Asset Management Inc | 267,813 | $51.6M | 13.53% | −520−0.2% | Reduced |
| Forte Capital LLC | 267,732 | $51.5M | 7.05% | −3,161−1.2% | Reduced |
| Sawgrass Asset Management LLC | 266,681 | $51.3M | 5.79% | −8,783−3.2% | Reduced |
| M&G Investment Management Ltd | 264,485 | $51.0M | 0.31% | +1,709+0.7% | Added |
| DFPG Investments, LLC | 276,659 | $51.0M | 3.98% | +35,592+14.8% | Added |
| Hardman Johnston Global Advisors LLC | 264,755 | $51.0M | 1.64% | −1,535−0.6% | Reduced |
| First Foundation Advisors | 264,503 | $50.9M | 2.32% | −53,652−16.9% | Reduced |
| DuPont Capital Management Corp | 263,883 | $50.8M | 4.44% | −32,559−11.0% | Reduced |
| Falcon Wealth Planning | 263,687 | $50.8M | 8.88% | +4,998+1.9% | Added |
| City of London Investment Management Co Ltd | 263,524 | $50.7M | 4.14% | −16,970−6.1% | Reduced |
| Optiver Holding B.V. | 262,601 | $50.6M | 1.51% | −34,222−11.5% | Reduced |
| North Star Investment Management Corp. | 262,472 | $50.5M | 3.89% | −3,811−1.4% | Reduced |
| Manchester Capital Management LLC | 261,953 | $50.4M | 6.78% | −687−0.3% | Reduced |
| Twin Capital Management Inc | 261,792 | $50.4M | 6.60% | −4,890−1.8% | Reduced |
| Crake Asset Management LLP | 261,504 | $50.3M | 4.80% | +78,500+42.9% | Added |
| Blackhill Capital Inc | 261,400 | $50.3M | 4.03% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 261,301 | $50.3M | 4.25% | +1,158+0.4% | Added |
| Apriem Advisors | 261,139 | $50.3M | 6.72% | +1,479+0.6% | Added |
| Stillwater Capital Advisors, LLC | 260,545 | $50.2M | 8.04% | −1,558−0.6% | Reduced |
| Clare Market Investments LLC | 259,867 | $50.0M | 17.39% | −5,577−2.1% | Reduced |