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; 6,151 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 | 6,151 | $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 |
|---|---|---|---|---|---|
| BEAM Asset Management, LLC | 10,063 | $1.66M | 1.67% | −27−0.3% | Reduced |
| Longitude (Cayman) Ltd. | 10,100 | $1.67M | 3.30% | +600+6.3% | Added |
| Concorde Asset Management, LLC | 10,117 | $1.67M | 1.98% | −2,745−21.3% | Reduced |
| RTD Financial Advisors, Inc. | 10,116 | $1.67M | 0.26% | +10.0% | Added |
| WealthCare Investment Partners, LLC | 10,141 | $1.67M | 1.01% | +137+1.4% | Added |
| Divergent Planning, LLC | 10,154 | $1.67M | 0.94% | −172−1.7% | Reduced |
| ETF Portfolio Partners, Inc. | 10,160 | $1.68M | 0.63% | 00.0% | Unchanged |
| Global Endowment Management, LP | 10,165 | $1.68M | 0.18% | 00.0% | Unchanged |
| Hubbell Strickland Wealth Management, LLC | 10,179 | $1.68M | 1.02% | −826−7.5% | Reduced |
| Lutz Financial Services LLC | 10,196 | $1.68M | 0.19% | +782+8.3% | Added |
| BKA Wealth Consulting, Inc. | 10,258 | $1.69M | 3.03% | −2,977−22.5% | Reduced |
| Compass Financial Group, INC | 10,251 | $1.69M | 0.55% | +30+0.3% | Added |
| Roth Financial Partners LLC | 10,264 | $1.69M | 1.13% | 00.0% | Unchanged |
| Tandem Investment Advisors, Inc. | 10,286 | $1.70M | 0.08% | −4,901−32.3% | Reduced |
| Santori & Peters | 10,285 | $1.70M | 0.91% | −91−0.9% | Reduced |
| Market Street Wealth Management Advisors LLC | 10,287 | $1.70M | 0.45% | +213+2.1% | Added |
| Defined Wealth Management, LLC | 10,297 | $1.70M | 1.59% | −1,347−11.6% | Reduced |
| Seed Wealth Management, Inc. | 10,309 | $1.70M | 1.93% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 10,315 | $1.70M | 2.44% | +20.0% | Added |
| Holistic Financial Partners | 10,346 | $1.71M | 1.34% | −118−1.1% | Reduced |
| DHJJ Financial Advisors, Ltd. | 10,432 | $1.71M | 0.93% | +30.0% | Added |
| 1620 Investment Advisors, Inc. | 10,424 | $1.72M | 2.07% | −15−0.1% | Reduced |
| Inspire Advisors, LLC | 10,437 | $1.72M | 0.39% | +774+8.0% | Added |
| Valley Forge Investment Consultants Inc Adv | 10,440 | $1.72M | 0.89% | +9+0.1% | Added |
| Hartford Funds Management Co LLC | 10,454 | $1.72M | 0.17% | +1,349+14.8% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 10,459 | $1.72M | 0.67% | −1,033−9.0% | Reduced |
| Northeast Financial Group, Inc. | 11,868 | $1.73M | 1.25% | −2,322−16.4% | Reduced |
| Fidelity D & D Bancorp Inc | 10,067 | $1.73M | 1.30% | +10,067 | New |
| Strid Group, LLC | 10,483 | $1.73M | 0.38% | −1,015−8.8% | Reduced |
| Avenue 1 Advisors, LLC | 10,490 | $1.73M | 0.92% | +2,759+35.7% | Added |
| Mizuho Securities Co. Ltd. | 10,520 | $1.73M | 5.40% | +3,040+40.6% | Added |
| Heritage Investment Group, Inc. | 10,529 | $1.74M | 0.53% | +159+1.5% | Added |
| Park Edge Advisors, LLC | 10,530 | $1.74M | 0.67% | −4,505−30.0% | Reduced |
| Buttonwood Financial Advisors Inc. | 10,532 | $1.74M | 1.35% | −17−0.2% | Reduced |
| Punch & Associates Investment Management, Inc. | 10,533 | $1.74M | 0.11% | +10.0% | Added |
| Joseph Group Capital Management | 10,539 | $1.74M | 1.52% | −151−1.4% | Reduced |
| Columbia Advisory Partners LLC | 10,577 | $1.74M | 1.65% | −21,521−67.0% | Reduced |
| Lauterbach Financial Advisors, LLC | 10,582 | $1.75M | 1.41% | +100+1.0% | Added |
| U S Global Investors Inc | 10,600 | $1.75M | 0.11% | +10,600 | New |
| Steward Financial Group LLC | 10,604 | $1.75M | 0.58% | +1,751+19.8% | Added |
| Triumph Capital Management | 10,604 | $1.75M | 0.89% | −1,406−11.7% | Reduced |
| Cunning Capital Partners, LP | 10,605 | $1.75M | 1.19% | 00.0% | Unchanged |
| MA Private Wealth | 10,677 | $1.76M | 0.43% | −51,187−82.7% | Reduced |
| RIA Advisory Group LLC | 10,691 | $1.76M | 0.81% | +209+2.0% | Added |
| Harvest Investment Advisors, LLC | 10,713 | $1.77M | 1.57% | −60−0.6% | Reduced |
| KWB Wealth | 13,621 | $1.77M | 0.33% | +1,977+17.0% | Added |
| AJ Advisors, LLC | 10,751 | $1.77M | 1.30% | −263−2.4% | Reduced |
| Echo45 Advisors LLC | 10,798 | $1.78M | 1.48% | −238−2.2% | Reduced |
| SMART Wealth LLC | 10,801 | $1.78M | 1.57% | −616−5.4% | Reduced |
| Trilogy Capital Inc. | 10,824 | $1.78M | 0.13% | +463+4.5% | Added |
| GR Financial Group, LLC | 10,829 | $1.79M | 0.64% | +16+0.1% | Added |
| Pavion Blue Capital, LLC | 10,852 | $1.79M | 1.10% | −400−3.6% | Reduced |
| Awm Capital, LLC | 10,860 | $1.79M | 0.50% | −420−3.7% | Reduced |
| Motive Wealth Advisors | 10,883 | $1.79M | 1.96% | −1,489−12.0% | Reduced |
| Black Swift Group, LLC | 11,034 | $1.79M | 0.63% | −20,090−64.5% | Reduced |
| Legacy Financial Group LLC | 10,885 | $1.80M | 0.49% | +10,885 | New |
| Park Circle Co | 10,900 | $1.80M | 1.74% | 00.0% | Unchanged |
| Builder Investment Group Inc | 10,912 | $1.80M | 0.78% | −25−0.2% | Reduced |
| Resource Planning Group | 10,924 | $1.80M | 1.46% | −3,101−22.1% | Reduced |
| Prosperity Planning, Inc. | 10,929 | $1.80M | 0.79% | +939+9.4% | Added |
| Rosenblum Silverman Sutton S F Inc | 10,936 | $1.80M | 0.66% | −1,270−10.4% | Reduced |
| Insight 2811, Inc. | 10,952 | $1.81M | 1.12% | −26−0.2% | Reduced |
| Sentinel Pension Advisors Inc | 11,065 | $1.81M | 0.46% | −135−1.2% | Reduced |
| Warwick Investment Management, Inc. | 11,002 | $1.81M | 0.77% | −16−0.1% | Reduced |
| Stevard, LLC | 11,023 | $1.82M | 1.71% | 00.0% | Unchanged |
| 360 Financial, Inc. | 11,026 | $1.82M | 0.96% | +1,485+15.6% | Added |
| Matrix Trust Co | 11,056 | $1.82M | 0.49% | −2,130−16.2% | Reduced |
| Columbus Macro, LLC | 11,002 | $1.82M | 0.68% | +597+5.7% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 11,077 | $1.83M | 1.58% | −368−3.2% | Reduced |
| Redwood Financial Network Corp | 11,091 | $1.83M | 1.86% | +192+1.8% | Added |
| Poplar Forest Capital LLC | 11,100 | $1.83M | 0.22% | −1,550−12.3% | Reduced |
| RAM Investment Partners, LLC | 11,140 | $1.84M | 0.99% | −379−3.3% | Reduced |
| Tealwood Asset Management Inc | 11,169 | $1.84M | 0.94% | −205−1.8% | Reduced |
| Soundmark Wealth Management, LLC | 11,189 | $1.85M | 1.10% | +6+0.1% | Added |
| Evergreen Wealth Management, LLC | 11,199 | $1.85M | 1.64% | +551+5.2% | Added |
| Boothbay Fund Management, LLC | 11,267 | $1.86M | 0.05% | −6,813−37.7% | Reduced |
| KWMG, LLC | 11,276 | $1.86M | 0.25% | +670+6.3% | Added |
| ESG Planning | 11,291 | $1.86M | 2.31% | −7,150−38.8% | Reduced |
| KC Investment Advisors, LLC | 11,294 | $1.86M | 1.75% | −926−7.6% | Reduced |
| Cohen & Steers, Inc. | 11,290 | $1.86M | 0.00% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 11,319 | $1.87M | 0.04% | −22−0.2% | Reduced |
| Uncommon Cents Investing LLC | 11,366 | $1.87M | 0.68% | −1,744−13.3% | Reduced |
| Trevian Wealth Management LLC | 11,380 | $1.88M | 1.75% | +328+3.0% | Added |
| Compass Wealth Management LLC | 11,406 | $1.88M | 0.60% | −488−4.1% | Reduced |
| Future Financial Wealth Managment LLC | 11,323 | $1.88M | 2.07% | +1,280+12.7% | Added |
| Woodward Financial Advisors, Inc. | 11,426 | $1.88M | 1.55% | +134+1.2% | Added |
| Signature Wealth Management Group | 11,430 | $1.88M | 0.89% | −3,255−22.2% | Reduced |
| Sage Investment Advisers LLC | 11,431 | $1.89M | 2.52% | +15+0.1% | Added |
| Asset Advisors Investment Management, LLC | 11,433 | $1.89M | 0.25% | −300−2.6% | Reduced |
| Harbor Group, Inc. | 11,449 | $1.89M | 1.13% | +918+8.7% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 11,451 | $1.89M | 0.60% | −265−2.3% | Reduced |
| Tower Wealth Partners, Inc. | 11,456 | $1.89M | 1.58% | −520−4.3% | Reduced |
| VELA Investment Management, LLC | 11,466 | $1.89M | 0.86% | +2,415+26.7% | Added |
| Cornerstone Retirement Group, Inc. | 11,481 | $1.89M | 0.56% | +8,681+310.0% | Added |
| Affinia Financial Group, LLC | 11,480 | $1.90M | 1.40% | +1,410+14.0% | Added |
| Hillsdale Investment Management Inc. | 11,607 | $1.91M | 0.16% | −900−7.2% | Reduced |
| Element Wealth, LLC | 11,637 | $1.92M | 1.44% | +269+2.4% | Added |
| Miller Wealth Advisors, LLC | 6,215 | $1.92M | 28.10% | −230,401−97.4% | Reduced |
| Safeguard Financial, LLC | 11,639 | $1.92M | 1.16% | +6,689+135.1% | Added |
| Blue Square Asset Management, LLC | 11,654 | $1.92M | 1.26% | +2,922+33.5% | Added |