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 |
|---|---|---|---|---|---|
| Capital Management Associates | 17,371 | $2.86M | 4.35% | −3,975−18.6% | Reduced |
| Wealth Management Solutions, LLC | 17,372 | $2.86M | 1.65% | −591−3.3% | Reduced |
| Opus Capital Group, LLC | 17,373 | $2.87M | 0.53% | −179−1.0% | Reduced |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 17,394 | $2.87M | 1.60% | 00.0% | Unchanged |
| Scharf Investments, LLC | 17,398 | $2.87M | 0.09% | −2,097−10.8% | Reduced |
| Milestone Investment Advisors LLC | 17,443 | $2.88M | 0.89% | +17,443 | New |
| Financial Guidance Group, Inc. | 17,480 | $2.88M | 2.19% | −162−0.9% | Reduced |
| Campion Asset Management LLC | 17,535 | $2.89M | 2.73% | +230+1.3% | Added |
| Ullmann Financial Group, Inc. | 17,551 | $2.89M | 0.66% | +1,989+12.8% | Added |
| John W. Brooker & Co., CPAs | 17,529 | $2.90M | 1.92% | −17−0.1% | Reduced |
| First Bank & Trust | 17,663 | $2.91M | 0.77% | −578−3.2% | Reduced |
| Geometric Wealth Advisors | 17,319 | $2.92M | 1.02% | −207−1.2% | Reduced |
| Latitude Advisors, LLC | 17,690 | $2.92M | 2.11% | −806−4.4% | Reduced |
| Better Money Decisions, LLC | 17,699 | $2.92M | 2.46% | −141−0.8% | Reduced |
| Richelieu Gestion PLC | 17,708 | $2.92M | 2.64% | +7,270+69.6% | Added |
| NCM Capital Management, LLC | 17,722 | $2.92M | 2.18% | −644−3.5% | Reduced |
| CBIZ Investment Advisory Services, LLC | 17,734 | $2.92M | 0.26% | +17,734 | New |
| Aspen Investment Management Inc | 17,746 | $2.93M | 1.87% | +1,765+11.0% | Added |
| Eagle Harbor Asset Management Inc | 17,748 | $2.93M | 3.97% | −129−0.7% | Reduced |
| Retirement Income Solutions, Inc | 17,767 | $2.93M | 0.85% | +1,433+8.8% | Added |
| Integris Wealth Management, LLC | 17,786 | $2.93M | 1.08% | −3,962−18.2% | Reduced |
| Zweig-DiMenna Associates LLC | 17,800 | $2.94M | 0.40% | −55,872−75.8% | Reduced |
| Cedrus LLC | 17,806 | $2.94M | 2.07% | +290+1.7% | Added |
| Cox Capital Mgt LLC | 17,821 | $2.94M | 2.12% | −7,619−29.9% | Reduced |
| Avaii Wealth Management, LLC | 17,827 | $2.94M | 2.56% | +2,196+14.0% | Added |
| New England Asset Management Inc | 17,884 | $2.95M | 0.44% | −20,428,607−99.9% | Reduced |
| Running Point Capital Advisors, LLC | 17,891 | $2.95M | 1.79% | +89+0.5% | Added |
| Financial Strategies Group, Inc. | 17,930 | $2.96M | 1.14% | +2,059+13.0% | Added |
| Rain Capital Management, LLC | 18,010 | $2.97M | 2.04% | −172−0.9% | Reduced |
| Nottingham Advisors, Inc. | 18,035 | $2.97M | 0.40% | −962−5.1% | Reduced |
| Hurlow Wealth Management Group, Inc. | 18,062 | $2.98M | 1.38% | +34+0.2% | Added |
| Bond & Devick Financial Network, Inc. | 18,071 | $2.98M | 1.90% | +2,005+12.5% | Added |
| GEM Asset Management, LLC | 18,106 | $2.99M | 2.41% | −70.0% | Reduced |
| Pathway Financial Advisors LLC | 18,114 | $2.99M | 1.01% | 00.0% | Unchanged |
| Renasant Bank | 18,153 | $2.99M | 2.32% | +145+0.8% | Added |
| Oldfather Financial Services, LLC | 18,165 | $3.00M | 1.55% | −18−0.1% | Reduced |
| CJM Wealth Advisers, Ltd. | 18,166 | $3.00M | 1.71% | +203+1.1% | Added |
| Hofer & Associates. Inc | 23,151 | $3.01M | 3.01% | 00.0% | Unchanged |
| Carr Financial Group Corp | 18,273 | $3.01M | 1.33% | −3,196−14.9% | Reduced |
| HMS Capital Management, LLC | 18,303 | $3.02M | 1.90% | −4,476−19.6% | Reduced |
| Cape Investment Advisory, Inc. | 18,306 | $3.02M | 1.84% | +18,306 | New |
| Sunflower Bank, N.A. | 18,309 | $3.02M | 0.68% | −7,775−29.8% | Reduced |
| Whelan Financial | 18,314 | $3.02M | 1.67% | −191−1.0% | Reduced |
| Great Point Wealth Advisors, LLC | 18,341 | $3.02M | 0.96% | −26−0.1% | Reduced |
| Aspen Wealth Strategies, LLC | 18,419 | $3.04M | 2.36% | −159−0.9% | Reduced |
| TNF LLC | 17,928 | $3.04M | 1.37% | −103−0.6% | Reduced |
| John G Ullman & Associates Inc | 18,468 | $3.04M | 0.47% | +90+0.5% | Added |
| Acorn Wealth Advisors, LLC | 18,478 | $3.05M | 2.25% | +385+2.1% | Added |
| Loudon Investment Management, LLC | 18,501 | $3.05M | 2.11% | −1,620−8.1% | Reduced |
| Liberty One Investment Management, LLC | 18,503 | $3.05M | 0.42% | +1,955+11.8% | Added |
| Summit Wealth & Retirement Planning, Inc. | 18,517 | $3.05M | 1.14% | −1,617−8.0% | Reduced |
| Lawson Kroeker Investment Management Inc | 18,530 | $3.06M | 0.69% | +15,330+479.1% | Added |
| Sterling Group Wealth Management, LLC | 18,531 | $3.06M | 2.88% | −221−1.2% | Reduced |
| Wealth Advisors of Iowa, LLC | 18,559 | $3.06M | 2.39% | −143−0.8% | Reduced |
| American State Bank (Iowa) | 18,645 | $3.07M | 2.24% | −244−1.3% | Reduced |
| Brainard Capital Management LLC | 18,655 | $3.08M | 2.35% | +26+0.1% | Added |
| Cahill Wealth Management, LLC | 18,670 | $3.08M | 2.27% | +10.0% | Added |
| AllSquare Wealth Management LLC | 18,701 | $3.08M | 2.00% | +372+2.0% | Added |
| Paul Damon & Associates, Inc. | 18,708 | $3.08M | 2.10% | +21+0.1% | Added |
| FMB Wealth Management | 18,725 | $3.09M | 3.68% | −1,903−9.2% | Reduced |
| Proffitt & Goodson Inc | 18,726 | $3.09M | 0.63% | −754−3.9% | Reduced |
| Virginia Wealth Management Group, Inc. | 18,740 | $3.09M | 2.12% | +537+3.0% | Added |
| Obsidian Personal Planning Solutions LLC | 18,771 | $3.10M | 4.51% | −1,150−5.8% | Reduced |
| Epiq Partners, LLC | 18,772 | $3.10M | 2.14% | +455+2.5% | Added |
| Fca Corp | 18,782 | $3.10M | 1.16% | +11,391+154.1% | Added |
| R. W. Roge & Company, Inc. | 18,802 | $3.10M | 1.98% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 18,807 | $3.10M | 1.35% | +613+3.4% | Added |
| McGowan Group Asset Management, Inc. | 18,825 | $3.10M | 0.49% | −2,001−9.6% | Reduced |
| Fortress Wealth Group, LLC | 18,853 | $3.11M | 2.25% | −1,016−5.1% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 18,856 | $3.11M | 1.70% | +290+1.6% | Added |
| Grant Street Asset Management, Inc. | 18,857 | $3.11M | 1.26% | −225−1.2% | Reduced |
| Mosaic Advisors LLC | 18,886 | $3.11M | 2.54% | −167−0.9% | Reduced |
| Cardinal Strategic Wealth Guidance | 18,986 | $3.12M | 1.45% | −2,173−10.3% | Reduced |
| Tobias Financial Advisors, Inc. | 18,929 | $3.12M | 0.92% | +1,472+8.4% | Added |
| Summit Wealth Partners, LLC | 18,944 | $3.12M | 0.80% | +371+2.0% | Added |
| Morris Retirement Advisors, LLC | 18,966 | $3.13M | 2.26% | −1,048−5.2% | Reduced |
| Compass Capital Management, Inc | 19,012 | $3.14M | 0.24% | −100−0.5% | Reduced |
| Tennessee Valley Asset Management Partners | 19,053 | $3.14M | 1.02% | −53−0.3% | Reduced |
| Wolff Financial Management LLC | 19,109 | $3.15M | 1.10% | −71−0.4% | Reduced |
| Delap Wealth Advisory, LLC | 19,132 | $3.15M | 3.23% | +4,846+33.9% | Added |
| WESPAC Advisors, LLC | 19,179 | $3.16M | 2.98% | −32,351−62.8% | Reduced |
| Trust Co | 19,187 | $3.16M | 0.48% | −137−0.7% | Reduced |
| EdgeRock Capital LLC | 19,201 | $3.17M | 1.63% | +1,370+7.7% | Added |
| Athena Investment Management | 19,207 | $3.17M | 2.28% | −221−1.1% | Reduced |
| Townsend & Associates, Inc | 18,705 | $3.17M | 1.27% | +14,325+327.1% | Added |
| Narus Financial Partners, LLC | 19,250 | $3.17M | 1.72% | −1,007−5.0% | Reduced |
| Praetorian Wealth Management, Inc. | 19,286 | $3.18M | 1.03% | +1,548+8.7% | Added |
| Madrona Financial Services, LLC | 19,287 | $3.18M | 1.71% | +4,697+32.2% | Added |
| Beirne Wealth Consulting Services, LLC | 19,324 | $3.19M | 2.24% | −1,220−5.9% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 19,352 | $3.19M | 1.28% | +80.0% | Added |
| Austin Asset Management Co Inc | 19,382 | $3.20M | 1.02% | −99−0.5% | Reduced |
| Israel Discount Bank of New York | 19,389 | $3.20M | 2.40% | −1,947−9.1% | Reduced |
| Private Management Group Inc | 19,424 | $3.20M | 0.14% | −2,372−10.9% | Reduced |
| Rainey & Randall Investment Management Inc. | 19,441 | $3.21M | 1.03% | +23+0.1% | Added |
| PCA Investment Advisory Services Inc. | 19,451 | $3.21M | 2.27% | +19,451 | New |
| Goodman Advisory Group, LLC | 19,465 | $3.21M | 1.75% | −633−3.1% | Reduced |
| Strategic Investment Solutions, Inc. | 19,491 | $3.21M | 0.63% | −349−1.8% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 19,550 | $3.22M | 2.47% | −50−0.3% | Reduced |
| Sustainable Growth Advisers, LP | 19,556 | $3.22M | 0.02% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 24,820 | $3.23M | 0.68% | 00.0% | Unchanged |