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; 6,150 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
- 4,525
- +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 | 6,150 | $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 | 4,403 | $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 |
|---|---|---|---|---|---|
| Del-Sette Capital Management, LLC | 6,929 | $1.14M | 1.13% | −4,298−38.3% | Reduced |
| Marshall Financial Group Inc | 6,955 | $1.15M | 0.47% | +5+0.1% | Added |
| Mma Asset Management LLC | 6,956 | $1.15M | 0.82% | 00.0% | Unchanged |
| Milestone Asset Management, LLC | 6,962 | $1.15M | 0.66% | +1,522+28.0% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 6,982 | $1.15M | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co | 6,982 | $1.15M | 0.09% | +817+13.3% | Added |
| Sonoma Private Wealth LLC | 6,989 | $1.15M | 2.29% | +2,156+44.6% | Added |
| Forte Asset Management LLC | 6,991 | $1.15M | 0.76% | +1,068+18.0% | Added |
| Schwartz Investment Counsel Inc | 7,000 | $1.15M | 0.05% | +750+12.0% | Added |
| Ulysses Management LLC | 7,000 | $1.15M | 0.35% | +7,000 | New |
| Van Strum & Towne Inc. | 7,002 | $1.15M | 0.49% | 00.0% | Unchanged |
| Thornburg Investment Management Inc | 7,002 | $1.16M | 0.02% | −8,998−56.2% | Reduced |
| BIT Capital GmbH | 7,026 | $1.16M | 0.18% | +7,026 | New |
| RWWM, Inc. | 7,032 | $1.16M | 0.15% | +34+0.5% | Added |
| PCG Wealth Advisors, LLC | 7,045 | $1.16M | 0.73% | −605−7.9% | Reduced |
| Eagle Bluffs Wealth Management LLC | 7,046 | $1.16M | 0.95% | +3,476+97.4% | Added |
| Mason Investment Advisory Services, Inc. | 7,055 | $1.16M | 0.11% | −2,289−24.5% | Reduced |
| Albert D Mason Inc | 7,070 | $1.17M | 0.81% | −68−1.0% | Reduced |
| Sippican Capital Advisors | 7,094 | $1.17M | 1.12% | −80−1.1% | Reduced |
| Kanen Wealth Management LLC | 7,100 | $1.17M | 0.80% | −80−1.1% | Reduced |
| Joule Financial, LLC | 7,110 | $1.17M | 0.63% | +4,320+154.8% | Added |
| Earnest Partners LLC | 7,143 | $1.18M | 0.01% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 7,179 | $1.18M | 0.54% | −1,734−19.5% | Reduced |
| Defender Capital, LLC. | 7,182 | $1.18M | 0.41% | +829+13.0% | Added |
| Interactive Financial Advisors | 7,197 | $1.19M | 0.76% | −862−10.7% | Reduced |
| Tilson Financial Group, Inc. | 7,212 | $1.19M | 0.97% | −398−5.2% | Reduced |
| Sanchez Wealth Management Group | 7,213 | $1.19M | 0.52% | +19+0.3% | Added |
| Kinsale Capital Group, Inc. | 7,258 | $1.20M | 0.87% | +4,238+140.3% | Added |
| HF Advisory Group, LLC | 7,261 | $1.20M | 1.06% | −589−7.5% | Reduced |
| Cedar Wealth Management, LLC | 7,263 | $1.20M | 0.49% | +370+5.4% | Added |
| Prentice Wealth Management LLC | 7,300 | $1.20M | 0.57% | +46+0.6% | Added |
| Oliver Luxxe Assets LLC | 7,333 | $1.21M | 0.32% | −1,324−15.3% | Reduced |
| Conestoga Capital Advisors, LLC | 7,360 | $1.21M | 0.02% | −130−1.7% | Reduced |
| Clearview Wealth Advisors LLC | 7,389 | $1.22M | 1.23% | −1,607−17.9% | Reduced |
| Gibson Capital, LLC | 7,424 | $1.22M | 0.32% | +48+0.7% | Added |
| Advanced Research Investment Solutions, LLC | 7,443 | $1.23M | 0.70% | +30.0% | Added |
| Hill Island Financial LLC | 7,304 | $1.23M | 0.50% | +299+4.3% | Added |
| Bayshore Asset Management, LLC | 7,470 | $1.23M | 0.73% | −542−6.8% | Reduced |
| Arq Wealth Advisors, LLC | 7,496 | $1.24M | 0.91% | −1,030−12.1% | Reduced |
| Ascendant Capital Management, LLC | 7,500 | $1.24M | 1.64% | +1,500+25.0% | Added |
| Norwood Financial Corp | 7,525 | $1.24M | 1.97% | −150−2.0% | Reduced |
| Axiom Advisory, LLC | 7,468 | $1.24M | 1.19% | +30.0% | Added |
| Hunter Perkins Capital Management, LLC | 7,541 | $1.24M | 0.29% | 00.0% | Unchanged |
| Compass Advisory Group LLC | 7,544 | $1.24M | 0.73% | +341+4.7% | Added |
| Adalta Capital Management LLC | 7,565 | $1.25M | 0.87% | −1,369−15.3% | Reduced |
| Commonwealth Retirement Investments LLC | 7,566 | $1.25M | 0.74% | −65−0.9% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 7,613 | $1.26M | 0.30% | +137+1.8% | Added |
| Donald L. Hagan, LLC | 7,618 | $1.26M | 0.69% | 00.0% | Unchanged |
| Essex Private Wealth Management, LLC | 7,624 | $1.26M | 4.56% | +46+0.6% | Added |
| Global Wealth Strategies & Associates | 7,630 | $1.26M | 0.65% | +1,085+16.6% | Added |
| My Purposeful Wealth Corp. | 7,638 | $1.26M | 1.06% | −257−3.3% | Reduced |
| Omega Financial Group, LLC | 7,642 | $1.26M | 0.58% | −2,300−23.1% | Reduced |
| PFG Private Wealth Management, LLC | 7,644 | $1.26M | 0.80% | +68+0.9% | Added |
| Strategic Point Investment Advisors, LLC | 7,647 | $1.26M | 0.28% | −147−1.9% | Reduced |
| RHS Financial, LLC | 7,659 | $1.26M | 0.96% | −586−7.1% | Reduced |
| AllGen Financial Advisors, Inc. | 7,661 | $1.26M | 0.88% | 00.0% | Unchanged |
| Tolleson Wealth Management, Inc. | 7,670 | $1.26M | 0.33% | −91−1.2% | Reduced |
| Angeles Investment Advisors, LLC | 7,673 | $1.27M | 0.10% | +192+2.6% | Added |
| Portland Investment Counsel Inc. | 7,679 | $1.27M | 0.58% | +5+0.1% | Added |
| Gruss & Co., LLC | 7,700 | $1.27M | 8.03% | +3,500+83.3% | Added |
| Copperleaf Capital, LLC | 7,726 | $1.27M | 1.27% | +4,189+118.4% | Added |
| Heck Capital Advisors, LLC | 7,728 | $1.27M | 0.24% | +272+3.6% | Added |
| Coho Partners, Ltd. | 7,736 | $1.28M | 0.02% | −719−8.5% | Reduced |
| Cypress Financial Planning LLC | 7,705 | $1.28M | 0.78% | −98−1.3% | Reduced |
| McNamara Financial Services, Inc. | 7,771 | $1.28M | 0.32% | +5+0.1% | Added |
| High Pines Wealth Management, LLC | 7,772 | $1.28M | 2.13% | +14+0.2% | Added |
| Caz Investments LP | 7,800 | $1.29M | 3.75% | 00.0% | Unchanged |
| Aufman Associates Inc | 7,843 | $1.29M | 1.10% | −9−0.1% | Reduced |
| Adams Wealth Management | 7,881 | $1.30M | 0.42% | −24−0.3% | Reduced |
| Driehaus Capital Management LLC | 7,885 | $1.30M | 0.02% | −94−1.2% | Reduced |
| Essential Planning, LLC. | 7,893 | $1.30M | 0.79% | −72−0.9% | Reduced |
| Gainplan LLC | 7,909 | $1.30M | 0.83% | +7,909 | New |
| Ewa, LLC | 7,586 | $1.31M | 0.97% | +7,586 | New |
| Family Investment Center, Inc. | 7,953 | $1.31M | 0.90% | −249−3.0% | Reduced |
| Innova Wealth Partners | 7,959 | $1.31M | 1.15% | +309+4.0% | Added |
| Emerald Mutual Fund Advisers Trust | 7,967 | $1.31M | 0.08% | −2,052−20.5% | Reduced |
| Alliance Wealth Advisors, LLC | 7,990 | $1.32M | 0.53% | +370+4.9% | Added |
| Thompson Davis & Co., Inc. | 7,995 | $1.32M | 1.72% | +301+3.9% | Added |
| Aristotle Capital Management, LLC | 8,000 | $1.32M | 0.00% | 00.0% | Unchanged |
| Boulder Hill Capital Management LP | 8,000 | $1.32M | 1.06% | +8,000 | New |
| PYA Waltman Capital, LLC | 8,002 | $1.32M | 0.66% | +15+0.2% | Added |
| Partners in Financial Planning | 8,024 | $1.32M | 0.35% | −30.0% | Reduced |
| Game Creek Capital, LP | 8,075 | $1.33M | 0.88% | −125−1.5% | Reduced |
| Presilium Private Wealth, LLC | 8,088 | $1.33M | 0.51% | +197+2.5% | Added |
| Ascension Capital Advisors, Inc. | 8,100 | $1.34M | 1.03% | −413−4.9% | Reduced |
| Biltmore Wealth Management, LLC | 8,105 | $1.34M | 0.54% | −71−0.9% | Reduced |
| Leicht Financial Planning & Wealth Management, Inc. | 8,106 | $1.34M | 0.82% | +8,106 | New |
| Shakespeare Wealth Management, Inc. | 8,111 | $1.34M | 0.47% | +180+2.3% | Added |
| Camelot Portfolios, LLC | 8,144 | $1.34M | 0.94% | +83+1.0% | Added |
| Fortis Advisors, LLC | 8,174 | $1.35M | 0.88% | −750−8.4% | Reduced |
| Peterson Wealth Management | 8,211 | $1.35M | 1.30% | −1,610−16.4% | Reduced |
| RiverGlades Family Offices LLC | 8,220 | $1.36M | 1.25% | −133−1.6% | Reduced |
| Pacifica Capital Investments, LLC | 8,240 | $1.36M | 0.43% | +40+0.5% | Added |
| Crestone Asset Management LLC | 8,246 | $1.36M | 0.29% | −101−1.2% | Reduced |
| CMC Financial Group | 8,254 | $1.36M | 2.43% | −13,258−61.6% | Reduced |
| Authentikos Wealth Advisory, LLC | 10,501 | $1.36M | 1.38% | +10,501 | New |
| Keating Investment Counselors Inc | 8,286 | $1.37M | 0.52% | −682−7.6% | Reduced |
| Wick Capital Partners, LLC | 8,289 | $1.37M | 0.78% | −1,540−15.7% | Reduced |
| Boston Standard Wealth Management, LLC | 8,296 | $1.37M | 0.39% | −32−0.4% | Reduced |
| Jackson Creek Investment Advisors LLC | 8,300 | $1.37M | 0.57% | +8,300 | New |