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 8 sales; 6,151 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
- 4,525
- +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
- 2,345 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 | 6,151 | $2.80T |
| Q1 2026 | 6,135 | $2.40T |
| Q4 2025 | 6,131 | $2.61T |
| Q3 2025 | 5,617 | $2.35T |
| Q2 2025 | 5,600 | $1.93T |
| Q1 2025 | 5,608 | $2.08T |
| Q4 2024 | 5,672 | $2.36T |
| Q3 2024 | 5,106 | $2.17T |
| Q2 2024 | 5,133 | $1.98T |
| Q1 2024 | 5,024 | $1.61T |
| Q4 2023 | 4,977 | $1.81T |
| Q3 2023 | 4,619 | $1.60T |
| Q2 2023 | 4,595 | $1.82T |
| Q1 2023 | 4,525 | $1.55T |
| Q4 2022 | 4,556 | $1.21T |
| Q3 2022 | 4,347 | $1.29T |
| Q2 2022 | 4,340 | $1.28T |
| Q1 2022 | 4,391 | $1.66T |
| Q4 2021 | 4,404 | $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 |
|---|---|---|---|---|---|
| Matthew Goff Investment Advisor, LLC | 13,266 | $2.19M | 0.54% | −246−1.8% | Reduced |
| Resource Consulting Group Inc | 13,277 | $2.19M | 0.56% | +137+1.0% | Added |
| Harvest Investment Services, LLC | 13,280 | $2.19M | 1.69% | +577+4.5% | Added |
| Stonehearth Capital Management, LLC | 13,341 | $2.20M | 1.18% | −343−2.5% | Reduced |
| West Chester Capital Advisors, Inc | 13,351 | $2.20M | 5.06% | −333−2.4% | Reduced |
| Ami Investment Management Inc | 13,351 | $2.20M | 1.03% | +22+0.2% | Added |
| Select Asset Management & Trust | 13,393 | $2.21M | 1.95% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 13,401 | $2.21M | 2.16% | −2,300−14.6% | Reduced |
| O'Neil Global Advisors, Inc. | 13,415 | $2.21M | 1.14% | +8,800+190.7% | Added |
| Thrive Capital Management, LLC | 13,651 | $2.22M | 1.40% | +1,698+14.2% | Added |
| Kaydan Wealth Management, Inc. | 13,445 | $2.22M | 0.91% | −314−2.3% | Reduced |
| Diker Management LLC | 13,492 | $2.22M | 2.32% | 00.0% | Unchanged |
| Drake & Associates, LLC | 13,501 | $2.23M | 1.09% | +450+3.4% | Added |
| Goodwin Daniel L | 13,526 | $2.23M | 1.13% | −100−0.7% | Reduced |
| Private Wealth Advisors | 13,573 | $2.24M | 0.95% | −286−2.1% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 13,585 | $2.24M | 1.35% | +100+0.7% | Added |
| RCS Financial Planning, LLC | 13,615 | $2.25M | 1.99% | +75+0.6% | Added |
| Fortune 45 LLC | 13,641 | $2.25M | 2.26% | +90+0.7% | Added |
| AlphaMark Advisors, LLC | 13,644 | $2.25M | 1.01% | −725−5.0% | Reduced |
| EWG Elevate Inc. | 13,670 | $2.25M | 0.96% | −274−2.0% | Reduced |
| West Financial Advisors, LLC | 13,673 | $2.25M | 0.59% | +523+4.0% | Added |
| 25 LLC | 12,997 | $2.25M | 1.39% | +12,997 | New |
| Seven Post Investment Office LP | 13,697 | $2.26M | 0.82% | +30.0% | Added |
| Greenwich Investment Management, Inc. | 13,716 | $2.26M | 1.74% | −2,277−14.2% | Reduced |
| Garrison Asset Management, LLC | 13,720 | $2.26M | 1.40% | +748+5.8% | Added |
| Sensible Money, LLC | 13,726 | $2.26M | 1.95% | +179+1.3% | Added |
| Goldstream Capital Management Ltd | 13,729 | $2.26M | 2.39% | +12,129+758.1% | Added |
| Clear Investment Research, LLC | 13,743 | $2.27M | 3.97% | +159+1.2% | Added |
| ZRC Wealth Management, LLC | 13,757 | $2.27M | 2.08% | +13,757 | New |
| BCGM Wealth Management, LLC | 13,898 | $2.29M | 1.16% | −2,598−15.7% | Reduced |
| Professional Financial Advisors, LLC | 13,151 | $2.30M | 1.36% | −39−0.3% | Reduced |
| Francis Financial, Inc. | 13,926 | $2.30M | 1.56% | +1,755+14.4% | Added |
| Graham Capital Management, L.P. | 13,934 | $2.30M | 0.08% | +9,306+201.1% | Added |
| Blue Bell Private Wealth Management, LLC | 13,950 | $2.30M | 0.69% | −982−6.6% | Reduced |
| DB Wealth Management Group, LLC | 13,952 | $2.30M | 1.45% | −400−2.8% | Reduced |
| China Universal Asset Management Co., Ltd. | 13,967 | $2.30M | 0.78% | −18,633−57.2% | Reduced |
| River & Mercantile Asset Management LLP | 13,980 | $2.30M | 0.47% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 14,000 | $2.31M | 1.49% | −3,000−17.6% | Reduced |
| Live Oak Investment Partners | – | $2.31M | 2.03% | – | – |
| RS Crum Inc. | 14,036 | $2.31M | 0.89% | +22+0.2% | Added |
| Aspire Capital Advisors LLC | 14,076 | $2.32M | 1.22% | +64+0.5% | Added |
| Vantage Financial Partners, LLC | 14,077 | $2.32M | 0.92% | +3,499+33.1% | Added |
| First Affirmative Financial Network | 14,096 | $2.32M | 2.69% | −583−4.0% | Reduced |
| FSC Wealth Advisors, LLC | 14,114 | $2.33M | 3.68% | −343−2.4% | Reduced |
| Root Financial Partners, LLC | 14,119 | $2.33M | 1.66% | +14,119 | New |
| Chicago Wealth Management, Inc. | 14,125 | $2.33M | 1.85% | +387+2.8% | Added |
| Rosenberg Matthew Hamilton | 14,145 | $2.33M | 0.75% | −21−0.1% | Reduced |
| Clientfirst Wealth Management, LLC | 14,572 | $2.33M | 3.11% | −560−3.7% | Reduced |
| Epic Trust Investment Advisors, LLC | 14,239 | $2.35M | 2.95% | +747+5.5% | Added |
| Bridgewater Associates, LP | 14,245 | $2.35M | 0.01% | −2,228−13.5% | Reduced |
| Petix & Botte Co | 14,246 | $2.35M | 1.58% | +14,246 | New |
| Wallace Capital Management Inc. | 14,281 | $2.35M | 0.39% | +3,000+26.6% | Added |
| Center For Asset Management LLC | 14,282 | $2.36M | 2.30% | −17,044−54.4% | Reduced |
| Talisman Wealth Advisors LLC | 14,305 | $2.36M | 4.26% | +2,376+19.9% | Added |
| KilterHowling LLC | 14,329 | $2.36M | 2.31% | −110−0.8% | Reduced |
| Legacy Bridge, LLC | 14,340 | $2.36M | 1.65% | −1,664−10.4% | Reduced |
| US Financial Advisors, LLC | 14,392 | $2.37M | 1.06% | +380+2.7% | Added |
| Brogan Financial, Inc. | 14,420 | $2.38M | 2.05% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 14,425 | $2.38M | 1.54% | +57+0.4% | Added |
| Provident Wealth Management, LLC | 14,453 | $2.38M | 1.22% | −5,657−28.1% | Reduced |
| Mraz, Amerine & Associates, Inc. | 14,473 | $2.39M | 0.59% | −246−1.7% | Reduced |
| Compass Ion Advisors, LLC | 14,488 | $2.39M | 0.60% | +3,176+28.1% | Added |
| Archetype Wealth Partners | 14,492 | $2.39M | 0.48% | −2,981−17.1% | Reduced |
| GeoWealth Management, LLC | 14,515 | $2.39M | 0.28% | −4,283−22.8% | Reduced |
| Palouse Capital Management, Inc. | 14,557 | $2.40M | 1.62% | −2,581−15.1% | Reduced |
| Raffa Wealth Management, LLC | 14,597 | $2.41M | 0.88% | +631+4.5% | Added |
| Ten Capital Wealth Advisors, LLC | 14,612 | $2.41M | 0.78% | +1,394+10.5% | Added |
| Raleigh Capital Management Inc. | 14,636 | $2.41M | 1.19% | +2,141+17.1% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 14,638 | $2.41M | 0.15% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 14,645 | $2.41M | 1.73% | +476+3.4% | Added |
| Waller Financial Planning Group, Inc | 14,705 | $2.42M | 0.69% | +20.0% | Added |
| Capital Square, LLC | 14,729 | $2.43M | 2.24% | −790−5.1% | Reduced |
| Harvey Investment Co LLC | 14,742 | $2.43M | 0.30% | −1,400−8.7% | Reduced |
| DCF Advisers, LLC | 14,750 | $2.43M | 1.79% | 00.0% | Unchanged |
| Mainstay Capital Management LLC | 14,771 | $2.44M | 0.48% | +175+1.2% | Added |
| Arbor Capital Management Inc | 15,046 | $2.44M | 1.98% | −730−4.6% | Reduced |
| Lionsbridge Wealth Management LLC | 14,814 | $2.44M | 2.26% | −175−1.2% | Reduced |
| V2 Financial group LLC | 14,856 | $2.45M | 1.77% | −300−2.0% | Reduced |
| Capital Wealth Alliance, LLC | 14,903 | $2.46M | 1.98% | −15−0.1% | Reduced |
| Powell Investment Advisors, LLC | 14,907 | $2.46M | 1.37% | −45−0.3% | Reduced |
| FOCUS Wealth Advisors, LLC | 14,907 | $2.46M | 1.61% | +598+4.2% | Added |
| Fortis Capital Management LLC | 14,923 | $2.46M | 1.00% | +152+1.0% | Added |
| APCM Wealth Management for Individuals | 14,953 | $2.47M | 0.41% | +565+3.9% | Added |
| Helen Stephens Group, LLC | 14,976 | $2.47M | 1.28% | +464+3.2% | Added |
| Rooted Wealth Advisors, Inc. | 14,982 | $2.48M | 1.84% | −2,360−13.6% | Reduced |
| Paragon Advisors, LLC | 15,030 | $2.48M | 0.84% | +6,873+84.3% | Added |
| Arcus Capital Partners, LLC | 15,049 | $2.48M | 0.85% | +7,105+89.4% | Added |
| Koss-Olinger Consulting, LLC | 15,052 | $2.48M | 0.31% | +1,703+12.8% | Added |
| Grace & White Inc | 15,059 | $2.48M | 0.48% | +3,000+24.9% | Added |
| Berkeley Capital Partners, LLC | 15,066 | $2.48M | 0.92% | −252−1.6% | Reduced |
| Rip Road Capital Partners LP | 15,100 | $2.49M | 3.74% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 15,147 | $2.50M | 1.51% | −94−0.6% | Reduced |
| Rebalance, LLC | 15,167 | $2.50M | 0.25% | +342+2.3% | Added |
| Capula Management Ltd | 15,190 | $2.50M | 0.22% | −231,180−93.8% | Reduced |
| New Republic Capital, LLC | 15,213 | $2.51M | 1.89% | +4,201+38.1% | Added |
| Jackson Thornton Asset Management, LLC | 15,222 | $2.51M | 0.57% | +519+3.5% | Added |
| MinichMacGregor Wealth Management, LLC | 15,238 | $2.51M | 0.83% | +2,334+18.1% | Added |
| Old North State Wealth Management, LLC | 15,237 | $2.51M | 2.35% | +1,411+10.2% | Added |
| Ade, LLC | 15,277 | $2.52M | 1.81% | −30−0.2% | Reduced |
| Tucker Asset Management LLC | 15,297 | $2.52M | 0.75% | +665+4.5% | Added |