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 11 sales; 6,152 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 | 6,152 | $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 |
|---|---|---|---|---|---|
| A. D. Beadell Investment Counsel, Inc. | 15,304 | $2.52M | 2.30% | −230−1.5% | Reduced |
| Malaga Cove Capital, LLC | 15,312 | $2.52M | 1.25% | +118+0.8% | Added |
| Kennicott Capital Management LLC | 15,362 | $2.53M | 1.57% | +10+0.1% | Added |
| Wulff, Hansen & Co. | 15,400 | $2.54M | 2.90% | −30−0.2% | Reduced |
| Pointe Capital Management LLC | 15,411 | $2.54M | 1.85% | −856−5.3% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 15,425 | $2.54M | 0.86% | −2,323−13.1% | Reduced |
| Morningstar Investment Services LLC | 15,734 | $2.55M | 0.03% | +1,297+9.0% | Added |
| Aft, Forsyth & Sober, LLC | 15,450 | $2.55M | 1.29% | −650−4.0% | Reduced |
| CKW Financial Group | 15,482 | $2.55M | 0.42% | +105+0.7% | Added |
| Family Asset Management, LLC | 15,516 | $2.56M | 1.87% | −1,222−7.3% | Reduced |
| Kelman-Lazarov, Inc. | 15,516 | $2.56M | 0.66% | −1,509−8.9% | Reduced |
| Seven Springs Wealth Group, LLC | 15,538 | $2.56M | 1.27% | +600+4.0% | Added |
| Pinnacle Wealth Management Group, Inc. | 15,552 | $2.56M | 2.22% | −1,275−7.6% | Reduced |
| Wealthgate Family Office, LLC | 15,585 | $2.57M | 7.39% | 00.0% | Unchanged |
| Droms Strauss Advisors Inc | 15,585 | $2.57M | 1.16% | −1,140−6.8% | Reduced |
| Riverpark Capital Management LLC | 15,599 | $2.57M | 5.17% | 00.0% | Unchanged |
| Bollard Group LLC | 15,630 | $2.58M | 0.09% | +24+0.2% | Added |
| KLR Investment Advisors, LLC | 15,630 | $2.58M | 2.27% | −2,578−14.2% | Reduced |
| AlphaQ Advisors LLC | 15,636 | $2.58M | 2.19% | −5,899−27.4% | Reduced |
| Milestone Advisory Partners | 15,656 | $2.58M | 2.38% | −825−5.0% | Reduced |
| Planned Solutions, Inc. | 15,672 | $2.58M | 1.64% | −546−3.4% | Reduced |
| Lumbard & Kellner, LLC | 15,586 | $2.59M | 1.30% | +120+0.8% | Added |
| Leo H. Evart, Inc. | 15,750 | $2.60M | 3.79% | −351−2.2% | Reduced |
| Krane Funds Advisors LLC | 16,170 | $2.60M | 0.12% | +8,517+111.3% | Added |
| Old West Investment Management, LLC | 15,773 | $2.60M | 1.40% | 00.0% | Unchanged |
| Elkhorn Partners Limited Partnership | 15,780 | $2.60M | 1.72% | −355−2.2% | Reduced |
| Brendel Financial Advisors LLC | 15,777 | $2.60M | 1.92% | +15,777 | New |
| Wallace Advisory Group, LLC | 15,793 | $2.60M | 1.98% | −163−1.0% | Reduced |
| Rinkey Investments | 15,826 | $2.61M | 1.37% | +336+2.2% | Added |
| Northwest Quadrant Wealth Management, LLC | 15,828 | $2.61M | 0.75% | −424−2.6% | Reduced |
| Quattro Financial Advisors LLC | 15,843 | $2.61M | 1.07% | +3,243+25.7% | Added |
| Covenant Partners, LLC | 15,856 | $2.61M | 1.00% | −2,777−14.9% | Reduced |
| Basso Capital Management, L.P. | 15,880 | $2.62M | 2.53% | 00.0% | Unchanged |
| Parker Investment Management, LLC | 15,886 | $2.62M | 0.60% | −225−1.4% | Reduced |
| Nalls Sherbakoff Group, LLC | 16,237 | $2.64M | 2.62% | +16,237 | New |
| Forza Wealth Management, LLC | 16,036 | $2.64M | 1.36% | +10+0.1% | Added |
| Echo Wealth Management, LLC | 16,046 | $2.65M | 2.92% | −2,002−11.1% | Reduced |
| Collective Family Office LLC | 16,079 | $2.65M | 1.09% | +662+4.3% | Added |
| Freedom Wealth Alliance, LLC | 16,091 | $2.65M | 3.99% | +67+0.4% | Added |
| Caliber Wealth Management, LLC | 16,096 | $2.65M | 1.99% | −928−5.5% | Reduced |
| Gallacher Capital Management LLC | 16,110 | $2.66M | 1.59% | +1,401+9.5% | Added |
| Fenimore Asset Management Inc | 16,146 | $2.66M | 0.07% | −80.0% | Reduced |
| NinePointTwo Capital | 16,157 | $2.66M | 1.00% | −1,679−9.4% | Reduced |
| West Bancorporation Inc | 16,172 | $2.67M | 2.03% | −1,594−9.0% | Reduced |
| Etfidea, LLC | 16,172 | $2.67M | 1.16% | −310−1.9% | Reduced |
| Reuter James Wealth Management, LLC | 16,173 | $2.67M | 1.87% | −210−1.3% | Reduced |
| Green Alpha Advisors, LLC | 16,205 | $2.67M | 1.87% | −302−1.8% | Reduced |
| Tradewinds Capital Management, LLC | 16,316 | $2.69M | 0.85% | +315+2.0% | Added |
| Peak Financial Advisors LLC | 16,322 | $2.69M | 2.27% | +11,161+216.3% | Added |
| Kellett Schaffner Wealth Advisors LLC | 16,345 | $2.70M | 2.59% | −2,159−11.7% | Reduced |
| Goldstone Financial Group, LLC | 16,385 | $2.70M | 0.89% | +16,385 | New |
| Cercano Management LLC | 16,431 | $2.71M | 0.11% | −139,465−89.5% | Reduced |
| Opal Wealth Advisors, LLC | 16,433 | $2.71M | 1.58% | +235+1.5% | Added |
| WealthTrust Asset Management, LLC | 16,435 | $2.71M | 2.58% | −149−0.9% | Reduced |
| Dixon Fnancial Services, Inc. | 16,453 | $2.71M | 1.84% | −854−4.9% | Reduced |
| Investors Research Corp | 16,457 | $2.71M | 0.70% | +13+0.1% | Added |
| Galibier Capital Management Ltd. | 16,468 | $2.72M | 0.64% | −2,292−12.2% | Reduced |
| Alpha DNA Investment Management LLC | 16,473 | $2.72M | 1.39% | −4,383−21.0% | Reduced |
| Conservest Capital Advisors, Inc. | 16,479 | $2.72M | 0.32% | −415−2.5% | Reduced |
| Von Berge Wealth Management Group, LLC | 16,423 | $2.73M | 2.44% | −43−0.3% | Reduced |
| Luts & Greenleigh Group, Inc | 16,594 | $2.74M | 3.47% | −103−0.6% | Reduced |
| Winton Group Ltd | 16,611 | $2.74M | 0.17% | +12,461+300.3% | Added |
| OneAscent Wealth Management LLC | 16,616 | $2.74M | 1.07% | −4,679−22.0% | Reduced |
| Community Bank of Raymore | 16,626 | $2.74M | 1.05% | +1,683+11.3% | Added |
| Flaharty Asset Management, LLC | 16,639 | $2.74M | 0.49% | −305−1.8% | Reduced |
| Catalyst Private Wealth, LLC | 16,639 | $2.74M | 1.90% | +2,768+20.0% | Added |
| Blackston Financial Advisory Group, LLC | 16,640 | $2.74M | 2.05% | +1,594+10.6% | Added |
| Custos Family Office, LLC | 16,641 | $2.74M | 1.93% | +862+5.5% | Added |
| Greylin Investment Mangement Inc | 16,657 | $2.75M | 0.50% | +16+0.1% | Added |
| Alamar Capital Management, LLC | 16,662 | $2.75M | 2.29% | −124−0.7% | Reduced |
| Occudo Quantitative Strategies LP | 16,768 | $2.77M | 0.25% | −11,009−39.6% | Reduced |
| Advus Financial Partners, LLC | 16,775 | $2.77M | 1.52% | −163−1.0% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 16,789 | $2.77M | 0.08% | −1,153−6.4% | Reduced |
| HTG Investment Advisors, Inc. | 16,809 | $2.77M | 2.53% | +2,892+20.8% | Added |
| Firestone Capital Management | 16,823 | $2.77M | 1.00% | −346−2.0% | Reduced |
| One + One Wealth Management, LLC | 16,818 | $2.77M | 1.97% | −2,139−11.3% | Reduced |
| Scarborough Advisors, LLC | 16,819 | $2.77M | 0.70% | +525+3.2% | Added |
| Lake Hills Wealth Management, LLC | 16,829 | $2.78M | 2.90% | −672−3.8% | Reduced |
| Hutner Capital Management Inc | 16,829 | $2.78M | 1.69% | +3,004+21.7% | Added |
| Legal Advantage Investments, Inc. | 16,831 | $2.78M | 2.04% | −100−0.6% | Reduced |
| Integral Investment Advisors, Inc. | 16,852 | $2.78M | 1.99% | +4,974+41.9% | Added |
| Cowen and Company, LLC | 16,853 | $2.78M | 0.33% | +8,607+104.4% | Added |
| Difesa Capital Management, LP | 16,890 | $2.79M | 2.63% | −500−2.9% | Reduced |
| Providence First Trust Co | 16,904 | $2.79M | 1.60% | −1,957−10.4% | Reduced |
| Werlinich Asset Management, LLC | 16,965 | $2.80M | 2.46% | −235−1.4% | Reduced |
| Altman Advisors, Inc. | 25,398 | $2.80M | 2.56% | +539+2.2% | Added |
| Catalyst Capital Advisors LLC | 16,971 | $2.80M | 0.09% | −3,030−15.1% | Reduced |
| Coyle Financial Counsel LLC | 16,990 | $2.80M | 1.29% | −122−0.7% | Reduced |
| Islay Capital Management, LLC | 17,001 | $2.80M | 2.74% | +653+4.0% | Added |
| Sharper & Granite LLC | 17,011 | $2.81M | 1.68% | −1,015−5.6% | Reduced |
| Kelly Financial Services LLC | 17,022 | $2.81M | 1.42% | +455+2.7% | Added |
| Sterling Financial Planning, Inc. | 17,155 | $2.83M | 1.54% | +2,218+14.8% | Added |
| Northstar Advisory Group, LLC | 17,159 | $2.83M | 2.12% | −784−4.4% | Reduced |
| Regimen Wealth, LLC | 17,337 | $2.84M | 1.23% | +2,307+15.3% | Added |
| Investors Asset Management of Georgia Inc | 17,285 | $2.85M | 1.52% | −290−1.7% | Reduced |
| G&S Capital LLC | 17,298 | $2.85M | 1.26% | −109−0.6% | Reduced |
| Todd Asset Management LLC | 17,305 | $2.85M | 0.07% | −149,353−89.6% | Reduced |
| Sterling Manor Financial, LLC | 17,326 | $2.86M | 2.77% | +180+1.0% | Added |
| Lane & Associates LLC | 17,346 | $2.86M | 2.55% | −1,318−7.1% | Reduced |
| Retirement Investment Advisors, Inc. | 17,348 | $2.86M | 0.51% | +7,968+84.9% | Added |