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
- 1,729 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 | 6,135 | $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 |
|---|---|---|---|---|---|
| McKinley Capital Management LLC /Delaware | 247,311 | $40.8M | 5.40% | −3,981−1.6% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 246,895 | $40.7M | 3.61% | −2,345−0.9% | Reduced |
| Ocean Capital Management, LLC | 246,686 | $40.7M | 20.53% | −3,338−1.3% | Reduced |
| Pittenger & Anderson Inc | 246,448 | $40.6M | 2.10% | −3,627−1.5% | Reduced |
| Quadrant Capital Group LLC | 246,422 | $40.6M | 4.23% | +11,023+4.7% | Added |
| Sound View Wealth Advisors Group, LLC | 246,172 | $40.6M | 5.57% | −34,363−12.2% | Reduced |
| Madison Asset Management, LLC | 245,445 | $40.5M | 0.61% | −2,347−0.9% | Reduced |
| BTC Capital Management, Inc. | 244,466 | $40.3M | 4.64% | +1,764+0.7% | Added |
| Sumitomo Life Insurance Co | 243,709 | $40.2M | 3.38% | −2,143−0.9% | Reduced |
| Rockland Trust Co | 242,724 | $40.0M | 2.52% | +41,378+20.6% | Added |
| Locust Wood Capital Advisers, LLC | 242,542 | $40.0M | 2.50% | +63,670+35.6% | Added |
| Atlantic Union Bankshares Corp | 242,376 | $40.0M | 4.16% | −7,461−3.0% | Reduced |
| CORDA Investment Management, LLC. | 242,101 | $39.9M | 3.19% | +2,302+1.0% | Added |
| Crawford Investment Counsel Inc | 241,509 | $39.8M | 0.85% | −91,237−27.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 241,478 | $39.8M | 5.38% | +6,565+2.8% | Added |
| Telos Capital Management, Inc. | 241,051 | $39.7M | 5.55% | −7,285−2.9% | Reduced |
| Affinity Capital Advisors, LLC | 240,526 | $39.7M | 12.34% | −15,746−6.1% | Reduced |
| Accredited Investors Inc. | 240,037 | $39.6M | 3.00% | −843−0.3% | Reduced |
| Estabrook Capital Management | 237,857 | $39.2M | 6.80% | −6,228−2.6% | Reduced |
| Palisade Asset Management, LLC | 237,844 | $39.2M | 4.81% | −16,150−6.4% | Reduced |
| Ironwood Financial, llc | 237,159 | $39.1M | 10.90% | −70.0% | Reduced |
| Gladstone Institutional Advisory LLC | 236,652 | $39.0M | 2.53% | +2,249+1.0% | Added |
| Terry L. Blaker | 236,629 | $39.0M | 3.47% | −1,133−0.5% | Reduced |
| Hendershot Investments Inc. | 236,340 | $39.0M | 6.55% | −2,024−0.8% | Reduced |
| Comgest Global Investors S.A.S. | 234,309 | $38.6M | 0.72% | −5,521−2.3% | Reduced |
| Oak Grove Capital LLC | 234,234 | $38.6M | 17.26% | −6,894−2.9% | Reduced |
| Renaissance Group LLC | 233,905 | $38.6M | 1.77% | −2,077−0.9% | Reduced |
| AMF Pensionsforsakring AB | 233,732 | $38.5M | 0.39% | −74,729−24.2% | Reduced |
| TCG Advisory Services, LLC | 233,270 | $38.5M | 8.11% | +58,098+33.2% | Added |
| J Arnold Wealth Management Co | 233,039 | $38.4M | 18.77% | −160−0.1% | Reduced |
| Avestar Capital, LLC | 232,772 | $38.4M | 7.74% | −2,797−1.2% | Reduced |
| Petredis Investment Advisors LLC | 232,641 | $38.4M | 5.98% | +6,078+2.7% | Added |
| Ashton Thomas Private Wealth, LLC | 232,597 | $38.4M | 3.36% | +14,165+6.5% | Added |
| Seizert Capital Partners, LLC | 231,772 | $38.2M | 2.10% | −15,712−6.3% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 231,409 | $38.2M | 3.86% | −8,661−3.6% | Reduced |
| Community Bank & Trust, Waco, Texas | 231,361 | $38.2M | 12.13% | −4,418−1.9% | Reduced |
| Centaurus Financial, Inc. | 230,976 | $38.1M | 3.05% | +12,284+5.6% | Added |
| Fiduciary Group LLC | 230,150 | $38.0M | 4.93% | −2,920−1.3% | Reduced |
| Private Asset Management Inc | 229,927 | $37.9M | 6.25% | −2,514−1.1% | Reduced |
| Liontrust Investment Partners LLP | 229,076 | $37.8M | 0.57% | −252,900−52.5% | Reduced |
| Arkadios Wealth Advisors | 229,068 | $37.8M | 4.50% | +2,460+1.1% | Added |
| Jefferies Financial Group Inc. | 228,778 | $37.7M | 0.80% | −1,771,873−88.6% | Reduced |
| Heritage Trust Co | 228,421 | $37.7M | 5.92% | −1,586−0.7% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 228,050 | $37.6M | 2.35% | −7,245−3.1% | Reduced |
| PFS Investments Inc. | 228,141 | $37.6M | 0.65% | −2,090−0.9% | Reduced |
| Aaron Wealth Advisors | 227,260 | $37.5M | 5.15% | +8,780+4.0% | Added |
| Vision Capital Management, Inc. | 226,928 | $37.4M | 6.78% | +2,321+1.0% | Added |
| Abbrea Capital, LLC | 226,763 | $37.4M | 6.35% | −466−0.2% | Reduced |
| Koshinski Asset Management, Inc. | 227,538 | $37.4M | 3.65% | −3,777−1.6% | Reduced |
| Formidable Asset Management, LLC | 224,680 | $37.3M | 7.88% | −2,179−1.0% | Reduced |
| PFG Advisors | 226,101 | $37.3M | 3.12% | −3,447−1.5% | Reduced |
| Brickley Wealth Management | 225,793 | $37.2M | 10.21% | +720.0% | Added |
| Two Sigma Securities, LLC | 225,532 | $37.2M | 3.08% | +166,270+280.6% | Added |
| HughesLittle Investment Management Ltd. | 224,373 | $37.0M | 11.26% | −6,420−2.8% | Reduced |
| Pennsylvania Capital Management Inc | 224,043 | $36.9M | 17.88% | +9,678+4.5% | Added |
| Cypress Capital Group | 223,522 | $36.9M | 5.66% | −2,007−0.9% | Reduced |
| Hoey Investments, Inc | 223,061 | $36.8M | 14.53% | +2,557+1.2% | Added |
| Martingale Asset Management L P | 222,806 | $36.7M | 0.71% | −152,949−40.7% | Reduced |
| Oak Associates, Ltd | 222,520 | $36.7M | 3.02% | −5,100−2.2% | Reduced |
| Rossmore Private Capital | 222,511 | $36.7M | 5.73% | −8,338−3.6% | Reduced |
| Lake Street Financial LLC | 222,130 | $36.6M | 6.83% | −13,011−5.5% | Reduced |
| SCS Capital Management LLC | 222,128 | $36.6M | 1.08% | −20,979−8.6% | Reduced |
| Spinnaker Trust | 221,622 | $36.5M | 2.77% | −9,478−4.1% | Reduced |
| Chicago Partners Investment Group LLC | 220,841 | $36.5M | 2.13% | +16,948+8.3% | Added |
| Douglas Lane & Associates, LLC | 221,320 | $36.5M | 0.61% | −9,868−4.3% | Reduced |
| Flagship Harbor Advisors, LLC | 221,221 | $36.5M | 3.44% | +70.0% | Added |
| AdvisorNet Financial, Inc | 221,206 | $36.5M | 3.34% | −3,430−1.5% | Reduced |
| Pacific Global Investment Management CO | 221,173 | $36.5M | 7.96% | −16,821−7.1% | Reduced |
| Kinneret Advisory, LLC | 221,162 | $36.5M | 4.71% | −11,882−5.1% | Reduced |
| Forbes J M & Co LLP | 220,720 | $36.4M | 4.98% | −2,266−1.0% | Reduced |
| TBH Global Asset Management, LLC | 220,334 | $36.3M | 7.75% | +17,987+8.9% | Added |
| Arvest Trust Co N A | 219,885 | $36.3M | 2.26% | +4,459+2.1% | Added |
| Bristlecone Advisors, LLC | 219,744 | $36.2M | 3.97% | −6,662−2.9% | Reduced |
| Texas Yale Capital Corp. | 219,380 | $36.2M | 1.84% | −2,464−1.1% | Reduced |
| Boston Common Asset Management, LLC | 219,072 | $36.1M | 0.75% | −53,108−19.5% | Reduced |
| Fort Sheridan Advisors LLC | 218,351 | $36.0M | 9.14% | +19,685+9.9% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 217,703 | $35.9M | 1.70% | −25,972−10.7% | Reduced |
| Harvest Portfolios Group Inc. | 217,100 | $35.8M | 1.76% | +33,418+18.2% | Added |
| Penn Davis McFarland Inc | 216,182 | $35.6M | 6.54% | −923−0.4% | Reduced |
| Vantage Investment Partners, LLC | 218,069 | $35.6M | 4.87% | +1,456+0.7% | Added |
| Aviance Capital Partners, LLC | 215,767 | $35.6M | 7.91% | +4,269+2.0% | Added |
| WestEnd Advisors, LLC | – | $35.5M | 1.10% | – | – |
| Tompkins Financial Corp | 214,983 | $35.5M | 5.77% | −4,251−1.9% | Reduced |
| Bridgecreek Investment Management, LLC | 214,970 | $35.4M | 7.30% | −2,925−1.3% | Reduced |
| Visionary Wealth Advisors | 214,597 | $35.4M | 3.00% | +2,889+1.4% | Added |
| Klingman & Associates, LLC | 214,488 | $35.4M | 3.05% | −2,164−1.0% | Reduced |
| K.J. Harrison & Partners Inc | 214,478 | $35.4M | 7.15% | +22,913+12.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 214,419 | $35.4M | 5.28% | +2,375+1.1% | Added |
| Bedell Frazier Investment Counseling, LLC | 214,070 | $35.3M | 10.37% | −1,128−0.5% | Reduced |
| Culbertson A N & Co Inc | 214,046 | $35.3M | 7.21% | −417−0.2% | Reduced |
| Summit Trail Advisors, LLC | 213,810 | $35.3M | 1.42% | −4,453−2.0% | Reduced |
| NBT Bank N A | 213,564 | $35.2M | 5.15% | −851−0.4% | Reduced |
| Blue Chip Partners, Inc. | 213,077 | $35.1M | 4.17% | +1,786+0.8% | Added |
| Churchill Management Corp | 212,745 | $35.1M | 0.72% | −8,183−3.7% | Reduced |
| Schnieders Capital Management LLC | 212,347 | $35.0M | 7.86% | −7,107−3.2% | Reduced |
| Simon Quick Advisors, LLC | 212,258 | $35.0M | 3.79% | +21,338+11.2% | Added |
| Stewart & Patten Co LLC | 211,753 | $34.9M | 5.92% | +431+0.2% | Added |
| Fagan Associates, Inc. | 211,708 | $34.9M | 8.69% | −8,911−4.0% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 211,521 | $34.9M | 7.87% | −1,912−0.9% | Reduced |
| PFG Investments, LLC | 211,213 | $34.8M | 7.11% | +211,213 | New |