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; 6,150 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 | 6,150 | $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 |
|---|---|---|---|---|---|
| FAI Wealth Management | 4,299 | $708.9K | 0.64% | 00.0% | Unchanged |
| Boyd Wealth Management, LLC | 4,312 | $711.0K | 0.49% | −274−6.0% | Reduced |
| AtlasMark Financial, Inc | 4,316 | $711.7K | 0.93% | +4,316 | New |
| Tacita Capital Inc | 4,347 | $717.0K | 0.54% | +150+3.6% | Added |
| Instrumental Wealth, LLC | 4,343 | $727.2K | 0.96% | +4,343 | New |
| Pachira Investments Inc. | 4,420 | $728.8K | 3.15% | +90+2.1% | Added |
| Adirondack Retirement Specialists, Inc. | 4,410 | $730.4K | 0.61% | 00.0% | Unchanged |
| Range Financial Group LLC | 4,471 | $737.3K | 0.48% | −768−14.7% | Reduced |
| Envoi LLC | 4,484 | $739.4K | 2.52% | −274−5.8% | Reduced |
| Parker Financial LLC | 4,489 | $740.2K | 0.58% | −276−5.8% | Reduced |
| Altiora Financial Group, LLC | 4,494 | $741.0K | 0.34% | +751+20.1% | Added |
| Heritage Wealth Management, Inc./Texas | 4,517 | $744.9K | 0.72% | −682−13.1% | Reduced |
| Argyle Capital Management Inc. | 4,536 | $748.0K | 0.26% | 00.0% | Unchanged |
| HFG Advisors, Inc. | 4,536 | $748.0K | 0.85% | −80−1.7% | Reduced |
| North Point Portfolio Managers Corp | 4,553 | $750.8K | 0.12% | 00.0% | Unchanged |
| Cornerstone Wealth Advisors, Inc. | 4,561 | $752.1K | 0.27% | +200+4.6% | Added |
| Phraction Management LLC | 4,562 | $752.3K | 0.43% | +89+2.0% | Added |
| Turim 21 Investimentos Ltda. | 4,564 | $752.6K | 0.76% | +1,008+28.3% | Added |
| Chico Wealth RIA | 4,619 | $761.7K | 0.98% | +3+0.1% | Added |
| Martin Capital Partners, LLC | 4,621 | $762.0K | 0.32% | −296−6.0% | Reduced |
| IronBridge Private Wealth, LLC | 4,625 | $762.7K | 0.49% | +455+10.9% | Added |
| LPWM LLC | 4,627 | $763.0K | 0.37% | +10.0% | Added |
| Laurel Wealth Planning LLC | 4,629 | $763.0K | 0.51% | 00.0% | Unchanged |
| Riverwater Partners LLC | 4,636 | $764.5K | 0.70% | −45−1.0% | Reduced |
| Halpern Financial, Inc. | 4,639 | $765.0K | 0.28% | 00.0% | Unchanged |
| Perkins Capital Management Inc | 4,650 | $767.0K | 0.72% | 00.0% | Unchanged |
| Trellis Wealth Advisors LLC | 4,651 | $767.0K | 0.56% | 00.0% | Unchanged |
| Gleason Group, Inc. | 4,653 | $767.3K | 0.22% | +167+3.7% | Added |
| Barnett & Company, Inc. | 4,665 | $769.3K | 0.58% | −399−7.9% | Reduced |
| Evolution Advisers, Inc. | 4,690 | $771.0K | 0.55% | 00.0% | Unchanged |
| Western Financial Corp | 4,694 | $774.1K | 0.55% | −8,774−65.1% | Reduced |
| Ashford Capital Management Inc | 4,710 | $776.7K | 0.12% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 4,726 | $779.3K | 0.62% | 00.0% | Unchanged |
| Prism Advisors, Inc. | 4,729 | $779.9K | 0.27% | −57−1.2% | Reduced |
| JMG Financial Group, Ltd. | 4,730 | $780.0K | 0.04% | 00.0% | Unchanged |
| Sunesis Advisors, LLC | 4,766 | $785.9K | 0.57% | +4,766 | New |
| Avant Capital LLC | 4,793 | $790.4K | 0.91% | −99−2.0% | Reduced |
| Ridgewood Investments LLC | 4,801 | $791.7K | 0.48% | +211+4.6% | Added |
| Reaves W H & Co Inc | 4,800 | $792.0K | 0.03% | 00.0% | Unchanged |
| Keystone Financial Services | 4,803 | $792.0K | 0.42% | 00.0% | Unchanged |
| USAdvisors Wealth Management, LLC | 4,807 | $793.0K | 0.38% | +327+7.3% | Added |
| Passive Capital Management, LLC. | 4,826 | $795.8K | 0.35% | +2,805+138.8% | Added |
| Tillman Hartley LLC | 4,827 | $796.0K | 0.34% | 00.0% | Unchanged |
| Axiom Financial Strategies, LLC | 4,850 | $799.8K | 0.44% | −57−1.2% | Reduced |
| Syverson Strege & Co | 4,855 | $800.6K | 0.34% | +93+2.0% | Added |
| Seaside Wealth Management, Inc. | 4,866 | $803.0K | 0.49% | +10.0% | Added |
| Unconventional Investor, LLC | 4,895 | $807.3K | 0.77% | −93−1.9% | Reduced |
| Beacon Financial Planning, Inc | 4,898 | $807.6K | 0.76% | +133+2.8% | Added |
| Cassia Capital Partners, LLC | 4,909 | $809.5K | 0.65% | −100−2.0% | Reduced |
| Retirement Financial Solutions, LLC | 4,912 | $810.0K | 0.64% | +2,190+80.5% | Added |
| Jentner Corp | 4,915 | $810.5K | 0.55% | −176−3.5% | Reduced |
| Dravo Bay LLC | 4,921 | $811.5K | 0.61% | −25−0.5% | Reduced |
| Tandem Wealth Advisors LLC | 4,923 | $811.8K | 0.51% | −1,440−22.6% | Reduced |
| FFT Wealth Management LLC | 4,938 | $814.3K | 0.10% | +256+5.5% | Added |
| Wiser Wealth Management, Inc | 4,950 | $816.2K | 0.35% | +96+2.0% | Added |
| Schiavi & Co LLC | 4,981 | $821.3K | 0.36% | −25−0.5% | Reduced |
| Covestor Ltd | 4,984 | $822.0K | 0.72% | −1,028−17.1% | Reduced |
| Silver Lake Advisory, LLC | 4,987 | $822.4K | 0.46% | +4,987 | New |
| LifePro Asset Management | 6,344 | $824.3K | 0.60% | 00.0% | Unchanged |
| Lane Generational LLC | 5,044 | $831.8K | 1.05% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 4,904 | $832.0K | 0.33% | +124+2.6% | Added |
| Stordahl Capital Management, Inc. | 5,048 | $832.4K | 0.25% | +322+6.8% | Added |
| First Fiduciary Investment Counsel, Inc. | 5,076 | $837.0K | 0.19% | +663+15.0% | Added |
| Pillar Wealth Advisors, LLC | 5,077 | $837.1K | 0.83% | +445+9.6% | Added |
| Strategic Financial Partners, Ltd. | 5,085 | $838.5K | 0.51% | +10.0% | Added |
| Cookson Peirce & Co Inc | 5,128 | $846.0K | 0.05% | −11,624−69.4% | Reduced |
| Point72 Middle East FZE | 5,133 | $846.4K | 0.05% | +5,133 | New |
| Corton Capital Inc. | 5,167 | $852.0K | 0.59% | +678+15.1% | Added |
| Twelve Points Wealth Management LLC | 5,183 | $854.7K | 0.49% | +251+5.1% | Added |
| Ameraudi Asset Management, Inc. | 5,187 | $855.3K | 0.37% | −1,061−17.0% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 5,191 | $856.1K | 0.53% | −62−1.2% | Reduced |
| Quantamental Technologies LLC | 5,203 | $858.0K | 0.46% | −149−2.8% | Reduced |
| Tfo-TDC, LLC | 5,211 | $859.3K | 0.19% | +5,205+86,750.0% | Added |
| Total Wealth Planning, LLC | 5,216 | $860.1K | 0.19% | −1,109−17.5% | Reduced |
| Briaud Financial Planning, Inc | 5,228 | $862.0K | 0.82% | +560+12.0% | Added |
| Wealth Enhancement & Preservation of GA, LLC | 5,240 | $864.1K | 1.04% | +293+5.9% | Added |
| Capital Wealth Management, LLC | 5,250 | $865.7K | 0.50% | +5,250 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 5,342 | $867.3K | 0.50% | +2,642+97.9% | Added |
| Hummer Financial Advisory Services Inc | 5,268 | $868.7K | 0.92% | +600+12.9% | Added |
| One River Asset Management, LLC | 5,163 | $870.2K | 0.64% | −83,189−94.2% | Reduced |
| Belvedere Trading LLC | 5,292 | $872.7K | 0.38% | +5,292 | New |
| Ted Buchan & Co | 5,308 | $875.3K | 0.73% | +76+1.5% | Added |
| GoalVest Advisory LLC | 5,351 | $882.4K | 0.52% | −176−3.2% | Reduced |
| Financial Futures Ltd Liability Co. | 5,354 | $882.9K | 0.74% | −60−1.1% | Reduced |
| Ackerman Capital Advisors, LLC | 5,411 | $892.3K | 0.23% | 00.0% | Unchanged |
| S&T Bank | 5,413 | $893.0K | 0.17% | −1,219−18.4% | Reduced |
| Vista Finance, LLC | 5,421 | $893.9K | 1.27% | +1,541+39.7% | Added |
| Phillips Wealth Planners LLC | 5,284 | $896.1K | 1.18% | +5,284 | New |
| Asset Planning Corporation | 5,443 | $897.6K | 0.72% | +4+0.1% | Added |
| Red Tortoise LLC | 5,446 | $898.0K | 0.60% | 00.0% | Unchanged |
| Independent Family Office, LLC | 5,460 | $900.4K | 0.52% | 00.0% | Unchanged |
| LWS Wealth Advisors, Inc. | 5,464 | $901.0K | 0.37% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 5,478 | $903.3K | 0.83% | +5,478 | New |
| Oberweis Asset Management Inc | 5,479 | $903.5K | 0.14% | 00.0% | Unchanged |
| Mokosak Advisory Group, LLC | 5,503 | $907.4K | 0.39% | +59+1.1% | Added |
| Theory Financial LLC | 5,541 | $913.7K | 0.55% | −100−1.8% | Reduced |
| Capital Management Corp | 5,551 | $915.4K | 0.21% | −398−6.7% | Reduced |
| Asset Management Resources, LLC | 5,554 | $915.9K | 0.58% | +459+9.0% | Added |
| Ninepoint Partners LP | 5,556 | $916.2K | 0.12% | +5,556 | New |
| SRN Advisors, LLC | 5,645 | $916.5K | 0.84% | +1,123+24.8% | Added |