AAPL - APPLE INC
This page shows which of the focused investors we track hold AAPL and how their positions changed, so you can see how much conviction the group has in the stock.
In Q3 2023 it was held by 18 managers with an aggregate reported value of $168.59B, which is 16.26% of the combined portfolio.
As of Q3 2023, 18 tracked institutional managers held AAPL (APPLE INC) with an aggregate reported value of $168.59B — 16.26% of the combined AlphaBaseline portfolio.
Get email alerts when a tracked manager trades AAPL — sign in or create a free account.
- Source
- Curated SEC 13F filings
- Period
- Q3 2023
- Ticker
- AAPL
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Warren Buffett - Berkshire Hathaway | 49.77% | - | 915,560,382 | $156.75B |
| 2 | Duan Yongping - H&H International Investment | 78.69% | Add +0.6% | 61,019,951 | $10.45B |
| 3 | Jensen Investment Management - Jensen Investment Management | 5.42% | Reduce -2.6% | 4,003,852 | $685.5M |
| 4 | Terry Smith - Fundsmith | 1.04% | Add +0.1% | 1,333,286 | $228.27M |
| 5 | Thomas Gayner - Markel Asset Management | 2.53% | Add +0.5% | 1,221,890 | $209.2M |
| 6 | Li Lu - Himalaya Capital Management | 7.15% | - | 759,600 | $130.05M |
| 7 | David Rolfe - Wedgewood Partners | 7.59% | Reduce -43.9% | 185,289 | $31.72M |
| 8 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 0.30% | Reduce -0.1% | 150,504 | $25.77M |
| 9 | Bill Nygren - Oakmark Funds | 0.05% | Reduce -3.1% | 148,543 | $25.43M |
| 10 | David Katz - Matrix Asset Advisors | 3.41% | Reduce -2.3% | 139,859 | $23.95M |
| 11 | Torray Funds - Torray Funds | 1.98% | Add +1.5% | 65,541 | $11.22M |
| 12 | Bill & Melinda Gates Foundation Trust - Bill & Melinda Gates Foundation Trust | 0.02% | New | 52,815 | $9.04M |
| 13 | Dodge & Cox - Dodge & Cox | 0.00% | Reduce -0.8% | 24,456 | $4.19M |
| 14 | Robert Olstein - Olstein Capital Management | 0.50% | - | 17,000 | $2.91M |
| 15 | Francois Rochon - Giverny Capital | 0.13% | Add +0.1% | 14,349 | $2.46M |
| 16 | Thomas Russo - Gardner Russo & Quinn | 0.02% | Add +7.8% | 8,155 | $1.4M |
| 17 | Christopher Bloomstran - Semper Augustus | 0.13% | - | 3,208 | $549.24K |
| 18 | Bruce Berkowitz - Fairholme Capital | 0.03% | Reduce -43.7% | 2,400 | $410.9K |
Loading holder history for AAPL…