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 |
|---|---|---|---|---|---|
| Insight Wealth Partners, LLC | 5,559 | $916.6K | 0.83% | +462+9.1% | Added |
| Sharkey, Howes & Javer | 5,564 | $917.5K | 0.20% | −1,379−19.9% | Reduced |
| AMJ Financial Wealth Management | 5,584 | $920.8K | 0.59% | +172+3.2% | Added |
| ArrowMark Colorado Holdings LLC | 5,584 | $920.8K | 0.01% | −767−12.1% | Reduced |
| Regis Acquisition Inc. | 5,594 | $922.0K | 0.44% | +5,594 | New |
| Flagship Private Wealth, LLC | 5,606 | $924.4K | 0.83% | +20.0% | Added |
| Aquire Wealth Advisors, LLC | 5,630 | $928.4K | 0.41% | +1,134+25.2% | Added |
| Cullen Capital Management LLC | 5,640 | $930.0K | 0.01% | 00.0% | Unchanged |
| Vawter Financial, Ltd. | 5,664 | $934.0K | 0.95% | +649+12.9% | Added |
| Capital CS Group, LLC | 5,699 | $939.7K | 0.89% | +2,502+78.3% | Added |
| New Legacy Group, LLC | 5,700 | $939.9K | 2.67% | 00.0% | Unchanged |
| Hill Investment Group Partners, LLC | 5,737 | $946.0K | 0.19% | −56−1.0% | Reduced |
| NorthLanding Financial Partners, LLC | 5,742 | $946.8K | 0.67% | −92−1.6% | Reduced |
| FirstPurpose Wealth LLC | 5,760 | $949.8K | 0.47% | +216+3.9% | Added |
| Penbrook Management LLC | 5,761 | $950.0K | 0.75% | −206−3.5% | Reduced |
| Castleview Partners, LLC | 5,765 | $950.5K | 0.84% | +5,765 | New |
| Precision Wealth Strategies, LLC | 5,768 | $951.1K | 1.49% | −3,980−40.8% | Reduced |
| Treasure Coast Financial Planning | 5,768 | $951.2K | 0.66% | −924−13.8% | Reduced |
| Maltin Wealth Management, Inc. | 5,771 | $951.7K | 0.69% | +10+0.2% | Added |
| Covey Capital Advisors, LLC | 5,782 | $953.5K | 1.52% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 5,784 | $953.7K | 0.92% | +27+0.5% | Added |
| Websterrogers Financial Advisors, LLC | 5,787 | $954.3K | 0.44% | −127−2.1% | Reduced |
| Prudent Investors Network | 5,790 | $954.8K | 0.45% | −397−6.4% | Reduced |
| Shore Point Advisors, LLC | 5,842 | $963.3K | 0.73% | +809+16.1% | Added |
| Highland Financial Advisors, LLC | 5,852 | $965.0K | 0.52% | −812−12.2% | Reduced |
| HighMark Wealth Management LLC | 5,877 | $969.2K | 0.76% | +7+0.1% | Added |
| Waypoint Wealth Partners Inc. | 5,913 | $975.1K | 0.35% | −177−2.9% | Reduced |
| Braun-Bostich & Associates Inc. | 5,959 | $982.6K | 2.33% | −183−3.0% | Reduced |
| BMS Financial Advisors, LLC | 5,999 | $989.2K | 0.68% | +419+7.5% | Added |
| Proquility Private Wealth Partners, LLC | 6,030 | $994.3K | 0.39% | +679+12.7% | Added |
| Dentgroup LLC | 6,033 | $994.8K | 0.80% | −166−2.7% | Reduced |
| Raub Brock Capital Management LP | 6,047 | $997.1K | 0.19% | +10.0% | Added |
| Hyperion Capital Advisors LP | 6,047 | $997.1K | 0.48% | 00.0% | Unchanged |
| 5th Street Advisors, LLC | 6,074 | $1.00M | 0.77% | −320−5.0% | Reduced |
| Continental Investors Services, Inc. | 6,092 | $1.00M | 2.84% | −163−2.6% | Reduced |
| Guidance Point Advisors, LLC | 6,093 | $1.00M | 0.41% | +7+0.1% | Added |
| Stewardship Advisors, LLC | 6,100 | $1.01M | 0.39% | −122−2.0% | Reduced |
| GoalFusion Wealth Management, LLC | 6,103 | $1.01M | 0.79% | −553−8.3% | Reduced |
| Arrien Investments, Inc. | 6,143 | $1.01M | 0.99% | +6,143 | New |
| MBE Wealth Management, LLC | 6,143 | $1.01M | 0.60% | +57+0.9% | Added |
| Financial & Tax Architects, LLC | 6,146 | $1.01M | 0.33% | +1,461+31.2% | Added |
| Compton Financial Group, LLC | 6,160 | $1.02M | 0.40% | +400+6.9% | Added |
| Holland Advisory Services, Inc. | 6,167 | $1.02M | 1.19% | +10.0% | Added |
| McNaughton Wealth Management, LLC | 6,169 | $1.02M | 0.67% | +54+0.9% | Added |
| Kooman & Associates | 6,170 | $1.02M | 0.55% | +26+0.4% | Added |
| Petra Financial Advisors Inc | 6,202 | $1.02M | 1.01% | +2,549+69.8% | Added |
| NSI Retail Advisors, LLC | 6,216 | $1.02M | 0.22% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 6,226 | $1.03M | 1.03% | +569+10.1% | Added |
| Rocky Mountain Advisers, LLC | 6,231 | $1.03M | 0.55% | +10.0% | Added |
| Macroview Investment Management LLC | 6,237 | $1.03M | 1.65% | +30.0% | Added |
| Mainsail Financial Group, LLC | 6,225 | $1.03M | 1.00% | −238−3.7% | Reduced |
| Topel & Distasi Wealth Management, LLC | 6,261 | $1.03M | 0.54% | +1,307+26.4% | Added |
| Greenhouse Wealth Management, LLC | 6,268 | $1.03M | 0.98% | −380−5.7% | Reduced |
| Regal Wealth Group, Inc. | 6,172 | $1.03M | 0.74% | −140−2.2% | Reduced |
| Sonen Capital LLC | 6,360 | $1.05M | 1.78% | −778−10.9% | Reduced |
| Stone House Investment Management, LLC | 6,370 | $1.05M | 0.36% | −1,250−16.4% | Reduced |
| Rodgers & Associates, LTD | 6,378 | $1.05M | 0.16% | +37+0.6% | Added |
| Keeley-Teton Advisors, LLC | 6,398 | $1.06M | 0.13% | 00.0% | Unchanged |
| Prentiss Smith & Co Inc | 6,414 | $1.06M | 0.78% | −7−0.1% | Reduced |
| Wealth Management Resources, Inc. | 6,417 | $1.06M | 0.65% | +29+0.5% | Added |
| Conrad Siegel Investment Advisors, Inc. | 6,461 | $1.07M | 0.94% | −4,073−38.7% | Reduced |
| CM Wealth Advisors LLC | 6,518 | $1.07M | 0.21% | +972+17.5% | Added |
| Delos Wealth Advisors, LLC | 6,476 | $1.07M | 1.35% | −2,694−29.4% | Reduced |
| Arlington Capital Management, Inc. | 6,480 | $1.07M | 1.00% | −593−8.4% | Reduced |
| Truefg, LLC | 6,482 | $1.07M | 0.48% | +98+1.5% | Added |
| Donoghue Forlines LLC | 6,487 | $1.07M | 0.39% | −733−10.2% | Reduced |
| Flagstone Financial Management | 6,529 | $1.08M | 0.54% | −35−0.5% | Reduced |
| Requisite Capital Management, LLC | 6,529 | $1.08M | 0.33% | −604−8.5% | Reduced |
| ACT Advisors, LLC. | 6,539 | $1.08M | 0.70% | −966−12.9% | Reduced |
| Your Advocates Ltd., LLP | 6,549 | $1.08M | 0.59% | +300+4.8% | Added |
| Altus Wealth Management, LLC | 6,558 | $1.08M | 0.89% | +4+0.1% | Added |
| Aull & Monroe Investment Management Corp | 6,560 | $1.08M | 0.55% | +2,400+57.7% | Added |
| WJ Wealth Management, LLC | 6,560 | $1.08M | 0.73% | −6,560−50.0% | Reduced |
| Presidio Capital Management, LLC | 6,578 | $1.08M | 0.94% | +86+1.3% | Added |
| SWS Partners | 6,586 | $1.09M | 0.40% | +6,586 | New |
| Kerntke Otto McGlone Wealth Management Group | 6,603 | $1.09M | 1.12% | −344−5.0% | Reduced |
| Beacon Wealthcare LLC | 6,636 | $1.09M | 0.57% | +2,500+60.4% | Added |
| Financial Alternatives, Inc | 6,644 | $1.10M | 1.05% | −605−8.3% | Reduced |
| Atom Investors LP | 6,656 | $1.10M | 0.60% | +4,764+251.8% | Added |
| National Wealth Management Group, LLC | 6,366 | $1.10M | 1.26% | −1,686−20.9% | Reduced |
| Leading Edge Financial Planning LLC | 6,676 | $1.10M | 0.80% | −36−0.5% | Reduced |
| First International Bank & Trust | 6,703 | $1.11M | 0.37% | +996+17.5% | Added |
| Morris Financial Concepts, Inc. | 6,717 | $1.11M | 0.78% | −29−0.4% | Reduced |
| Charles Schwab Investment Advisory, Inc. | 6,723 | $1.11M | 0.00% | +662+10.9% | Added |
| Oasis Management Co Ltd. | 6,735 | $1.11M | 0.21% | −1,265−15.8% | Reduced |
| MBB Public Markets I LLC | 6,735 | $1.11M | 0.06% | +6,735 | New |
| Graham Capital Wealth Management, LLC | 6,747 | $1.11M | 1.61% | +13+0.2% | Added |
| Lesa Sroufe & Co | 6,750 | $1.11M | 1.12% | +20.0% | Added |
| Eubel Brady & Suttman Asset Management Inc | 6,765 | $1.12M | 0.16% | +166+2.5% | Added |
| Lockerman Financial Group, Inc. | 6,787 | $1.12M | 3.08% | −20.0% | Reduced |
| Roble, Belko & Company, Inc | 6,794 | $1.12M | 0.23% | −2,902−29.9% | Reduced |
| MorganRosel Wealth Management, LLC | 6,809 | $1.12M | 0.48% | −53−0.8% | Reduced |
| Sage Private Wealth Group, LLC | 6,810 | $1.12M | 1.29% | −800−10.5% | Reduced |
| IAG Wealth Partners, LLC | 6,840 | $1.13M | 0.31% | +1,001+17.1% | Added |
| Brand Asset Management Group, Inc. | 6,846 | $1.13M | 0.57% | +641+10.3% | Added |
| Threadgill Financial, LLC | 6,863 | $1.13M | 1.38% | +20.0% | Added |
| All Season Financial Advisors, Inc. | 6,879 | $1.13M | 1.03% | −78−1.1% | Reduced |
| D. Scott Neal, Inc. | 6,885 | $1.14M | 0.63% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 6,912 | $1.14M | 0.04% | −375−5.1% | Reduced |
| Trinity Wealth Management, LLC | 6,916 | $1.14M | 0.75% | +74+1.1% | Added |