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; 6,149 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, Q1 2023
Institutional positions in Apple Inc. as of Mar 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
- 4,524
- +70 vs. Q4 2022
- Shares held
- 9.36B
- −11.0M (−0.1%) vs. Q4 2022
- Total value
- $1.55T
- +$334.6B (+27.6%) vs. Q4 2022
- New holders
- 166
- 1,728 more added
- Sold out
- 96
- 2,344 more reduced
101 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: 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 | 6,149 | $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, Q1 2023
Shares, value and share of portfolio for each institution holding Apple Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Summit Wealth Group, LLC | 6,992,420 | $42 | 1.00% | +6,949,659+16,252.3% | Added |
| First Command Advisory Services, Inc. | 2 | $330 | 0.00% | −134−98.5% | Reduced |
| Okabena Investment Services Inc | 10 | $1.23K | 0.00% | −17,456−99.9% | Reduced |
| Capco Asset Management, LLC | 8 | $1.32K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.65K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 10 | $1.69K | 0.00% | +1+11.1% | Added |
| USA Financial Portformulas Corp | 16 | $2.64K | 0.00% | +16 | New |
| Thomas J. Herzfeld Advisors, Inc. | 22 | $3.63K | 0.00% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 53 | $8.74K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 9,680 | $14.6K | 0.64% | +7,477+339.4% | Added |
| Consultiva Wealth Management, Corp. | 93 | $15.4K | 0.40% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 97 | $16.0K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 112 | $18.5K | 0.01% | −2,800−96.2% | Reduced |
| Sycomore Asset Management | 120 | $19.0K | 0.01% | +120 | New |
| Kessler Investment Group, LLC | 119 | $19.6K | 0.01% | −255−68.2% | Reduced |
| Atlantic Private Wealth, LLC | 183 | $30.2K | 0.03% | +183 | New |
| Arcadia Investment Advisors LLC | 200 | $33.0K | 0.02% | +200 | New |
| Disciplina Capital Management LLC | 256 | $42.3K | 0.01% | −22−7.9% | Reduced |
| PayPay Securities Corp | 309 | $51.0K | 3.41% | −155−33.4% | Reduced |
| Carl Stuart Investment Advisor, Inc | 10,259 | $60.6K | 0.48% | +10+0.1% | Added |
| Morgan Dempsey Capital Management LLC | 375 | $61.8K | 0.02% | −25−6.3% | Reduced |
| Cutler Group LP | 404 | $66.0K | 0.01% | −7,080−94.6% | Reduced |
| Cordant, Inc. | 505 | $83.3K | 0.05% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 544 | $95.0K | 0.10% | −1,239−69.5% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 611 | $101.0K | 0.07% | −10,593−94.5% | Reduced |
| Horizons Wealth Management | 647 | $106.7K | 0.08% | +40+6.6% | Added |
| Bamco Inc | 674 | $111.1K | 0.00% | −66−8.9% | Reduced |
| LFA - Lugano Financial Advisors SA | 715 | $117.9K | 0.09% | 00.0% | Unchanged |
| Disciplined Equity Management, Inc. | 736 | $121.4K | 0.10% | −4,660−86.4% | Reduced |
| Grayhawk Investment Strategies Inc. | 588 | $131.0K | 0.06% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 837 | $138.0K | 0.08% | 00.0% | Unchanged |
| Family CFO Inc | 890 | $146.8K | 0.11% | 00.0% | Unchanged |
| Akuna Securities LLC | 1,007 | $166.0K | 0.25% | −79−7.3% | Reduced |
| Insight Financial Services | 1,081 | $178.4K | 0.73% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 1,103 | $181.9K | 0.00% | 00.0% | Unchanged |
| Bard Associates Inc | 1,200 | $197.9K | 0.08% | +1,200 | New |
| Bay Harbor Wealth Management, LLC | 1,225 | $201.9K | 0.09% | +1,225 | New |
| Atlas Financial Advisors, Inc. | 1,232 | $203.2K | 0.27% | +1,232 | New |
| Confluence Investment Management LLC | 1,237 | $204.0K | 0.00% | +1,237 | New |
| Perritt Capital Management Inc | 1,245 | $205.3K | 0.11% | −70−5.3% | Reduced |
| Hoese & Co LLP | 1,413 | $208.3K | 0.24% | 00.0% | Unchanged |
| Touchstone Capital, Inc. | 1,300 | $214.4K | 0.24% | +1,300 | New |
| Gsa Capital Partners LLP | 1,318 | $217.0K | 0.02% | +1,318 | New |
| American Capital Management Inc | 1,316 | $217.0K | 0.01% | +1,316 | New |
| Taikang Asset Management (Hong Kong) Co Ltd | 167,942 | $217.4K | 5.02% | −156,000−48.2% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 1,321 | $217.8K | 0.06% | +1,321 | New |
| Maven Securities LTD | 1,321 | $217.8K | 0.03% | +1,321 | New |
| Stuart Chaussee & Associates, Inc. | 1,322 | $218.0K | 0.07% | 00.0% | Unchanged |
| Windham Capital Management, LLC | 1,326 | $218.7K | 0.09% | +1,326 | New |
| EMC Capital Management | 1,327 | $219.0K | 0.18% | 00.0% | Unchanged |
| Silverhawk Asset Management, LLC | 1,333 | $219.8K | 0.18% | +1,333 | New |
| Alpha Omega Group, Inc. | 1,355 | $223.4K | 0.44% | −1,579−53.8% | Reduced |
| Blue Barn Wealth, LLC | 1,358 | $223.9K | 0.14% | +1,358 | New |
| Future Fund LLC | 1,360 | $224.3K | 0.73% | −306−18.4% | Reduced |
| Burrus Financial Services, Inc. | 1,366 | $225.5K | 0.13% | +1,366 | New |
| Rothschild & Co Wealth Management UK Ltd | 1,380 | $227.6K | 0.00% | +1,380 | New |
| Infrastructure Capital Advisors, LLC | 1,400 | $230.9K | 0.05% | +1,400 | New |
| Destiny Capital Corp | 1,402 | $231.2K | 0.19% | +1+0.1% | Added |
| Simplify Asset Management Inc. | 1,404 | $231.5K | 0.04% | −155−9.9% | Reduced |
| Asset Planning Services Inc | 1,405 | $232.0K | 0.15% | +1,405 | New |
| DSC Advisors, L.P. | 1,408 | $232.2K | 0.44% | −370−20.8% | Reduced |
| Cardinal Capital Management, Inc. | 1,435 | $236.6K | 0.01% | +1,435 | New |
| Advocacy Wealth Management Services, LLC | 1,448 | $238.8K | 0.03% | +1,448 | New |
| Hobart Private Capital, LLC | 1,454 | $239.8K | 0.09% | +1,454 | New |
| Harvest Group Wealth Management, LLC | 1,460 | $240.7K | 0.15% | +39+2.7% | Added |
| Platt Investment Counsel, LLC | 1,487 | $245.2K | 0.33% | +1,487 | New |
| Gabelli & Co Investment Advisers, Inc. | 1,500 | $247.3K | 0.05% | +1,500 | New |
| McCarthy Grittinger Financial Group, LLC | 1,501 | $247.5K | 0.10% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 1,504 | $248.0K | 0.20% | +1,504 | New |
| Frontier Asset Management, LLC | 1,515 | $249.8K | 0.12% | −934−38.1% | Reduced |
| Shearwater Capital LLC | 1,524 | $251.3K | 0.23% | +1,524 | New |
| ESL Trust Services, LLC | 1,540 | $253.9K | 0.08% | 00.0% | Unchanged |
| Rye Brook Capital LLC | 1,544 | $255.0K | 0.16% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,550 | $255.6K | 0.04% | −4,650−75.0% | Reduced |
| Resolute Partners Group | 1,554 | $256.3K | 0.03% | 00.0% | Unchanged |
| Pacific Wealth Management | 1,580 | $260.5K | 0.17% | 00.0% | Unchanged |
| Svenska Handelsbanken AB (publ) | 1,600 | $264.0K | 6.06% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 1,600 | $264.0K | 0.18% | 00.0% | Unchanged |
| Core Wealth Management, Inc. | 1,604 | $264.5K | 0.14% | +1,604 | New |
| Fullen Financial Group | 1,561 | $264.8K | 0.14% | +1+0.1% | Added |
| TPG Financial Advisors, LLC | 1,624 | $267.8K | 0.15% | +20+1.2% | Added |
| Cornerstone Management, Inc. | 1,635 | $269.6K | 0.07% | −668−29.0% | Reduced |
| Garrison Bradford & Associates Inc | 1,688 | $278.0K | 0.34% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 1,689 | $278.5K | 0.02% | +71+4.4% | Added |
| Tanglewood Wealth Management, Inc. | 1,698 | $280.1K | 0.04% | 00.0% | Unchanged |
| Fithian, LLC | 1,700 | $280.3K | 0.59% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 1,704 | $281.0K | 0.15% | 00.0% | Unchanged |
| Heritage Wealth Partners, LLC | 1,740 | $287.0K | 0.23% | −16,698−90.6% | Reduced |
| Cannon Financial Strategists, Inc. | 1,740 | $287.0K | 0.10% | −45−2.5% | Reduced |
| Socha Financial Group, LLC | 1,749 | $288.3K | 0.19% | +49+2.9% | Added |
| Lee Financial Group Hawaii, Inc. | 1,753 | $289.1K | 0.30% | 00.0% | Unchanged |
| VERITY Wealth Advisors | 1,762 | $290.6K | 0.27% | −556−24.0% | Reduced |
| Randolph Co Inc | 1,775 | $292.7K | 0.04% | 00.0% | Unchanged |
| AF Advisors, Inc. | 1,778 | $293.2K | 0.11% | −53−2.9% | Reduced |
| Virginia National Bank | 1,779 | $293.4K | 1.03% | −76−4.1% | Reduced |
| Advisory Services & Investments, LLC | 1,789 | $295.0K | 0.27% | +1,789 | New |
| Astoria Strategic Wealth, Inc. | 1,809 | $298.3K | 0.12% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 1,836 | $302.8K | 0.19% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 1,851 | $306.2K | 0.14% | −111−5.7% | Reduced |
| Delta Accumulation, LLC | 1,868 | $308.0K | 1.64% | +2+0.1% | Added |