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 |
|---|---|---|---|---|---|
| Cranbrook Wealth Management, LLC | 11,663 | $1.92M | 0.55% | +7,105+155.9% | Added |
| Financial Freedom, LLC | 11,671 | $1.92M | 1.40% | −217−1.8% | Reduced |
| Retirement Solution Inc. | 11,671 | $1.92M | 0.68% | −259−2.2% | Reduced |
| Avion Wealth | 14,832 | $1.93M | 0.53% | +890+6.4% | Added |
| Rather & Kittrell, Inc. | 11,705 | $1.93M | 0.88% | +3,663+45.5% | Added |
| Aletheian Wealth Advisors LLC | 11,708 | $1.93M | 1.70% | −440−3.6% | Reduced |
| Wooster Corthell Wealth Management, Inc. | 11,718 | $1.93M | 0.52% | −121−1.0% | Reduced |
| Wealthstream Advisors, Inc. | 11,722 | $1.93M | 1.15% | +1,079+10.1% | Added |
| First Pacific Financial | 11,727 | $1.93M | 0.90% | +1,121+10.6% | Added |
| Arrowroot Family Office, LLC | 11,747 | $1.94M | 1.65% | +11,747 | New |
| SFG Wealth Management, LLC. | 11,776 | $1.94M | 2.15% | −37−0.3% | Reduced |
| Annapolis Financial Services, LLC | 11,784 | $1.94M | 0.59% | −201−1.7% | Reduced |
| Lakeside Advisors, INC. | 11,830 | $1.95M | 1.51% | +175+1.5% | Added |
| Intergy Private Wealth, LLC | 11,886 | $1.96M | 1.10% | +921+8.4% | Added |
| X-Square Capital, LLC | 11,894 | $1.96M | 1.16% | −208−1.7% | Reduced |
| Powers Advisory Group, LLC | 11,906 | $1.96M | 1.37% | +10+0.1% | Added |
| Client 1st Advisory Group, LLC | 11,914 | $1.96M | 1.07% | +593+5.2% | Added |
| Pring Turner Capital Group Inc | 11,939 | $1.97M | 1.95% | +50+0.4% | Added |
| Basepoint Wealth LLC | 11,944 | $1.97M | 1.64% | +19+0.2% | Added |
| Newton One Investments LLC | 12,034 | $1.98M | 1.19% | 00.0% | Unchanged |
| Profit Investment Management, LLC | 12,039 | $1.99M | 1.31% | −369−3.0% | Reduced |
| Coury Firm Asset Management LLC | 12,059 | $1.99M | 2.79% | +6,249+107.6% | Added |
| TFB Advisors LLC | 12,092 | $1.99M | 1.52% | +1,100+10.0% | Added |
| Barnes Pettey Financial Advisors, LLC | 12,098 | $2.00M | 1.91% | −526−4.2% | Reduced |
| Truadvice, LLC | 11,779 | $2.00M | 0.79% | +826+7.5% | Added |
| United Community Bank | 12,123 | $2.00M | 1.89% | 00.0% | Unchanged |
| Camarda Financial Advisors, LLC | 12,133 | $2.00M | 1.50% | −1,440−10.6% | Reduced |
| Viewpoint Capital Management LLC | 12,163 | $2.01M | 1.80% | −78−0.6% | Reduced |
| PAX Financial Group, LLC | 12,187 | $2.01M | 0.48% | −96−0.8% | Reduced |
| Core Wealth Advisors, Inc. | 12,220 | $2.02M | 0.80% | −196−1.6% | Reduced |
| Orin Green Financial, LLC | 12,231 | $2.02M | 1.09% | −822−6.3% | Reduced |
| Apeiron RIA LLC | 12,246 | $2.02M | 0.69% | −886−6.7% | Reduced |
| Capitol Family Office, Inc. | 12,239 | $2.02M | 3.98% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 12,346 | $2.02M | 2.07% | +875+7.6% | Added |
| Granite FO LLC | 11,951 | $2.03M | 1.25% | +9,955+498.7% | Added |
| Menard Financial Group LLC | 12,299 | $2.03M | 4.69% | +337+2.8% | Added |
| Sutton Place Investors LLC | 12,336 | $2.03M | 2.76% | +458+3.9% | Added |
| Pinnacle Financial Group, LLC | 12,339 | $2.03M | 1.21% | −71−0.6% | Reduced |
| Refined Wealth Management | 12,398 | $2.04M | 1.81% | +301+2.5% | Added |
| Smith & Howard Wealth Management, LLC | 12,402 | $2.05M | 0.71% | −2,307−15.7% | Reduced |
| Richwood Investment Advisors, LLC | 12,426 | $2.05M | 2.04% | −45−0.4% | Reduced |
| Courage Miller Partners, LLC | 12,430 | $2.05M | 0.87% | +2,707+27.8% | Added |
| La Financiere de L'Echiquier | 12,459 | $2.05M | 0.11% | +6,852+122.2% | Added |
| TrueWealth Advisors, LLC | 12,471 | $2.06M | 0.86% | −518−4.0% | Reduced |
| Valtinson Bruner Financial Planning LLC | 12,472 | $2.06M | 1.17% | +49+0.4% | Added |
| Heartwood Wealth Advisors LLC | 12,490 | $2.06M | 0.31% | +320+2.6% | Added |
| Hudson Portfolio Management LLC | 12,494 | $2.06M | 2.31% | −500−3.8% | Reduced |
| Financial Planning & Information Services, Inc. | 12,495 | $2.06M | 0.40% | +10.0% | Added |
| ICONIQ Capital, LLC | 12,497 | $2.06M | 0.03% | +241+2.0% | Added |
| First National Bank of South Miami | 12,512 | $2.06M | 1.64% | −1,410−10.1% | Reduced |
| Cottonwood Capital Advisors, LLC | 12,551 | $2.07M | 1.91% | −1,752−12.2% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 12,551 | $2.07M | 1.59% | −784−5.9% | Reduced |
| Portfolio Strategies, Inc. | 12,579 | $2.07M | 0.40% | −77−0.6% | Reduced |
| MBM Wealth Consultants, LLC | 11,866 | $2.08M | 0.88% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 12,616 | $2.08M | 0.55% | 00.0% | Unchanged |
| Avondale Wealth Management | 12,626 | $2.08M | 1.80% | −825−6.1% | Reduced |
| Disciplined Investments, LLC | 12,627 | $2.08M | 0.88% | +1,985+18.7% | Added |
| Waycross Investment Management Co | 12,631 | $2.08M | 2.08% | −1,145−8.3% | Reduced |
| Monte Financial Group, LLC | 12,663 | $2.09M | 1.10% | +139+1.1% | Added |
| Weybosset Research & Management LLC | 12,679 | $2.09M | 0.79% | +268+2.2% | Added |
| Vaughan & Co Securities, Inc. | 12,702 | $2.09M | 1.55% | −426−3.2% | Reduced |
| Warren Street Wealth Advisors, LLC | 12,710 | $2.10M | 1.49% | +4,237+50.0% | Added |
| ForthRight Wealth Management, LLC | 12,711 | $2.10M | 0.96% | +4,014+46.2% | Added |
| Elgethun Capital Management | 12,678 | $2.10M | 0.66% | +10.0% | Added |
| Channing Global Advisors, LLC | 12,725 | $2.10M | 2.31% | −2,647−17.2% | Reduced |
| Riverpoint Wealth Management Holdings, LLC | 12,728 | $2.10M | 0.72% | +16+0.1% | Added |
| Barings LLC | 12,729 | $2.10M | 0.07% | −3,171−19.9% | Reduced |
| Guardian Financial Partners, LLC | 12,762 | $2.10M | 2.12% | −132−1.0% | Reduced |
| OneAscent Financial Services LLC | 12,768 | $2.10M | 0.85% | −2,948−18.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 12,776 | $2.11M | 0.01% | 00.0% | Unchanged |
| Greytown Advisors Inc. | 12,787 | $2.11M | 1.09% | −1,331−9.4% | Reduced |
| Riverstone Advisors, LLC | 12,656 | $2.11M | 1.35% | −135−1.1% | Reduced |
| Wedgewood Investors Inc | 12,816 | $2.11M | 2.77% | +83+0.7% | Added |
| Allegiance Financial Group Advisory Services LLC | 12,840 | $2.12M | 1.56% | −206−1.6% | Reduced |
| Northern Capital Management, Inc. | 12,848 | $2.12M | 1.82% | +56+0.4% | Added |
| Castellan Group, LLC | 12,854 | $2.12M | 1.45% | −28,159−68.7% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 12,858 | $2.12M | 0.95% | −945−6.8% | Reduced |
| MKT Advisors LLC | 12,955 | $2.12M | 1.58% | +17+0.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 12,887 | $2.13M | 0.45% | +53+0.4% | Added |
| Dynamic Technology Lab Private Ltd | 12,896 | $2.13M | 0.20% | −37,510−74.4% | Reduced |
| HT Partners LLC | 12,904 | $2.13M | 0.63% | +1,415+12.3% | Added |
| Stephenson National Bank & Trust | 12,961 | $2.14M | 1.33% | −250−1.9% | Reduced |
| Tanglewood Legacy Advisors, LLC | 12,989 | $2.14M | 1.37% | +60.0% | Added |
| Warner Financial, Inc | 12,998 | $2.14M | 1.48% | −93−0.7% | Reduced |
| Fortress Wealth Management, Inc. | 13,008 | $2.15M | 1.50% | 00.0% | Unchanged |
| Barden Capital Management, Inc. | 13,017 | $2.15M | 2.05% | −289−2.2% | Reduced |
| SBB Research Group LLC | 13,051 | $2.15M | 3.04% | +16+0.1% | Added |
| Gill Capital Partners, LLC | 13,066 | $2.15M | 0.96% | −108−0.8% | Reduced |
| CCG Wealth Management, LLC | 13,090 | $2.16M | 1.43% | −3,343−20.3% | Reduced |
| Gouws Capital LLC | 13,100 | $2.16M | 1.93% | −590−4.3% | Reduced |
| Groesbeck Investment Management Corp | 13,120 | $2.16M | 3.24% | 00.0% | Unchanged |
| Peterson Wealth Advisors, LLC | 13,137 | $2.17M | 0.60% | +176+1.4% | Added |
| Unique Wealth, LLC | 13,141 | $2.17M | 1.05% | +119+0.9% | Added |
| Cubic Asset Management, LLC | 13,170 | $2.17M | 0.61% | +39+0.3% | Added |
| HGK Asset Management Inc | 13,181 | $2.17M | 0.68% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 13,200 | $2.18M | 0.01% | −562,456−97.7% | Reduced |
| Systematic Financial Management LP | 13,210 | $2.18M | 0.07% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 13,214 | $2.18M | 1.72% | +243+1.9% | Added |
| FSB Premier Wealth Management, Inc. | 13,230 | $2.18M | 1.21% | −197−1.5% | Reduced |
| TLWM | 13,254 | $2.19M | 0.69% | −1,868−12.4% | Reduced |