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 |
|---|---|---|---|---|---|
| Arete Wealth Advisors, LLC | 211,110 | $34.8M | 2.85% | −3,290−1.5% | Reduced |
| SFMG, LLC | 210,941 | $34.8M | 3.75% | +8,124+4.0% | Added |
| Blue Investment Partners LLC | 210,903 | $34.8M | 35.08% | −7,673−3.5% | Reduced |
| Physicians Financial Services, Inc. | 210,763 | $34.8M | 14.70% | +2,166+1.0% | Added |
| Progressive Investment Management Corp | 210,498 | $34.7M | 11.20% | +9,791+4.9% | Added |
| American Assets Investment Management, LLC | 210,000 | $34.6M | 4.00% | 00.0% | Unchanged |
| Moreno Evelyn V | 209,766 | $34.6M | 7.84% | +3,752+1.8% | Added |
| Arthur M. Cohen & Associates, LLC | 209,609 | $34.6M | 9.28% | −10,838−4.9% | Reduced |
| United Bank | 209,600 | $34.6M | 4.42% | −7,675−3.5% | Reduced |
| JGP Wealth Management, LLC | 209,564 | $34.6M | 6.06% | +4,315+2.1% | Added |
| Winslow Asset Management Inc | 209,389 | $34.5M | 8.06% | −6,643−3.1% | Reduced |
| Ostrum Asset Management | 209,119 | $34.5M | 3.00% | +209,119 | New |
| Lake Street Advisors Group, LLC | 208,562 | $34.4M | 2.13% | +608+0.3% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 208,516 | $34.4M | 1.78% | −12,997−5.9% | Reduced |
| CRA Financial Services, LLC | 207,924 | $34.3M | 10.18% | +2,256+1.1% | Added |
| Blue Fin Capital, Inc. | 206,758 | $34.3M | 11.08% | −1,224−0.6% | Reduced |
| RiverFront Investment Group, LLC | 207,042 | $34.1M | 1.21% | +17,255+9.1% | Added |
| Krilogy Financial LLC | 206,714 | $34.1M | 2.86% | −5,912−2.8% | Reduced |
| Verdence Capital Advisors LLC | 206,614 | $34.1M | 4.12% | +374+0.2% | Added |
| Washington Trust Bank | 206,281 | $34.0M | 3.64% | +10,314+5.3% | Added |
| Schwerin Boyle Capital Management Inc | 206,190 | $34.0M | 3.49% | −28,500−12.1% | Reduced |
| Cassaday & Co Wealth Management LLC | 206,115 | $34.0M | 1.45% | −2,295−1.1% | Reduced |
| V Wealth Advisors LLC | 206,013 | $34.0M | 6.36% | +2,551+1.3% | Added |
| Alps Advisors Inc | 205,431 | $33.9M | 0.30% | −14,156−6.4% | Reduced |
| Laidlaw Wealth Management LLC | 205,305 | $33.9M | 6.91% | −122−0.1% | Reduced |
| Novare Capital Management LLC | 205,066 | $33.8M | 3.84% | −4,427−2.1% | Reduced |
| Apexium Financial, LP | 205,034 | $33.8M | 3.32% | −2,167−1.0% | Reduced |
| Lannebo Fonder AB | 205,000 | $33.8M | 5.42% | 00.0% | Unchanged |
| Ramsay, Stattman, Vela & Price, Inc. | 204,428 | $33.7M | 7.28% | −5,501−2.6% | Reduced |
| Endurance Wealth Management, Inc. | 203,710 | $33.6M | 4.77% | +4,080+2.0% | Added |
| CapWealth Advisors, LLC | 203,628 | $33.6M | 4.19% | −26,382−11.5% | Reduced |
| German American Bancorp, Inc. | 203,583 | $33.6M | 5.03% | −3,056−1.5% | Reduced |
| Avitas Wealth Management LLC | 203,356 | $33.5M | 6.57% | −1,803−0.9% | Reduced |
| Rice Partnership, LLC | 203,319 | $33.5M | 10.06% | −795−0.4% | Reduced |
| JLB & Associates Inc | 203,049 | $33.5M | 5.04% | +2,910+1.5% | Added |
| Griffin Asset Management, Inc. | 202,346 | $33.4M | 4.66% | −2,005−1.0% | Reduced |
| Horizon Investments, LLC | 202,531 | $33.4M | 0.99% | −25,795−11.3% | Reduced |
| Nations Financial Group Inc, | 202,066 | $33.3M | 3.50% | +3,352+1.7% | Added |
| First American Trust, FSB | 201,869 | $33.3M | 4.94% | +1,172+0.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 201,726 | $33.3M | 0.10% | +27,806+16.0% | Added |
| Dundas Partners LLP | 200,895 | $33.1M | 3.46% | −3,912−1.9% | Reduced |
| Annex Advisory Services, LLC | 200,585 | $33.1M | 1.77% | −16,589−7.6% | Reduced |
| IFP Advisors, Inc | 354,506 | $33.0M | 1.60% | −407,929−53.5% | Reduced |
| Edge Wealth Management LLC | 199,218 | $32.9M | 7.53% | −5,434−2.7% | Reduced |
| Sandbox Financial Partners, LLC | 198,833 | $32.8M | 19.79% | −605−0.3% | Reduced |
| Pallas Capital Advisors LLC | 198,093 | $32.8M | 3.06% | +10,656+5.7% | Added |
| Clarius Group, LLC | 198,599 | $32.7M | 2.78% | −9,819−4.7% | Reduced |
| Callahan Advisors, LLC | 198,332 | $32.7M | 4.22% | −3,432−1.7% | Reduced |
| Northstar Asset Management LLC | 198,312 | $32.7M | 9.61% | −3,405−1.7% | Reduced |
| Equitable Trust Co | 198,073 | $32.7M | 2.57% | −23,676−10.7% | Reduced |
| Barr E S & Co | 197,622 | $32.6M | 2.70% | −3,263−1.6% | Reduced |
| GM Advisory Group, Inc. | 197,537 | $32.6M | 2.97% | −6,877−3.4% | Reduced |
| Executive Wealth Management, LLC | 197,421 | $32.6M | 3.61% | +4,395+2.3% | Added |
| Geneos Wealth Management Inc. | 197,391 | $32.5M | 1.98% | −27,778−12.3% | Reduced |
| Trust Co of Toledo NA | 197,037 | $32.5M | 5.80% | −607−0.3% | Reduced |
| Kadensa Capital Ltd | 196,863 | $32.5M | 6.49% | +119,591+154.8% | Added |
| Evoke Wealth, LLC | 553,549 | $32.4M | 1.18% | +75,188+15.7% | Added |
| Connors Investor Services Inc | 196,042 | $32.3M | 3.80% | −33,885−14.7% | Reduced |
| Te Ahumairangi Investment Management Ltd | 196,026 | $32.3M | 4.63% | −15,955−7.5% | Reduced |
| M Holdings Securities, Inc. | 196,140 | $32.3M | 3.34% | −13,190−6.3% | Reduced |
| Invictus Private Wealth, LLC | 194,581 | $32.1M | 3.78% | −1,929−1.0% | Reduced |
| Ropes Wealth Advisors LLC | 194,082 | $32.0M | 5.79% | +3,333+1.7% | Added |
| BancorpSouth Bank | 194,052 | $32.0M | 2.95% | −1,936−1.0% | Reduced |
| Kelly Lawrence W & Associates Inc | 193,964 | $32.0M | 8.67% | −6,453−3.2% | Reduced |
| Foundations Investment Advisors, LLC | 193,579 | $31.9M | 1.14% | +6,358+3.4% | Added |
| FourThought Financial Partners, LLC | 193,557 | $31.9M | 4.38% | −20,316−9.5% | Reduced |
| Parcion Private Wealth LLC | 193,490 | $31.9M | 3.33% | +10,940+6.0% | Added |
| Saybrook Capital | 192,933 | $31.8M | 10.12% | −2,158−1.1% | Reduced |
| DFPG Investments, LLC | 192,790 | $31.8M | 3.41% | +31,841+19.8% | Added |
| Elite Wealth Management, Inc. | 192,650 | $31.8M | 13.92% | −2,410−1.2% | Reduced |
| Wittenberg Investment Management, Inc. | 192,425 | $31.7M | 11.81% | +350+0.2% | Added |
| Greatmark Investment Partners, Inc. | 192,364 | $31.7M | 5.66% | −6,572−3.3% | Reduced |
| Wahed Invest LLC | 192,214 | $31.7M | 13.70% | −1,508−0.8% | Reduced |
| Shufro Rose & Co LLC | 192,181 | $31.7M | 2.94% | −21,285−10.0% | Reduced |
| DDD Partners, LLC | 192,079 | $31.7M | 4.94% | +975+0.5% | Added |
| Wintrust Investments LLC | 191,819 | $31.6M | 4.04% | −57,043−22.9% | Reduced |
| 1st Source Bank | 191,661 | $31.6M | 2.10% | −4,100−2.1% | Reduced |
| RNC Capital Management LLC | 191,470 | $31.6M | 1.78% | +4,021+2.1% | Added |
| Alpine Woods Capital Investors, LLC | 191,455 | $31.6M | 4.77% | +60.0% | Added |
| Howland Capital Management LLC | 191,430 | $31.6M | 1.90% | +13,758+7.7% | Added |
| Core Alternative Capital | 191,210 | $31.5M | 4.21% | +7,520+4.1% | Added |
| SlateStone Wealth, LLC | 190,977 | $31.5M | 6.52% | +5,284+2.8% | Added |
| M&R Capital Management Inc | 190,738 | $31.4M | 8.80% | −4,744−2.4% | Reduced |
| Draper Asset Management, LLC | 190,218 | $31.4M | 40.30% | −17,365−8.4% | Reduced |
| SP Asset Management LLC | 190,003 | $31.3M | 3.84% | −7,002−3.6% | Reduced |
| Legacy Private Trust Co. | 189,754 | $31.3M | 2.67% | −9,808−4.9% | Reduced |
| Modera Wealth Management, LLC | 189,182 | $31.2M | 1.21% | +14,293+8.2% | Added |
| Secure Asset Management, LLC | 189,128 | $31.2M | 10.40% | +2,126+1.1% | Added |
| Woodstock Corp | 189,103 | $31.2M | 3.98% | −309−0.2% | Reduced |
| LSV Asset Management | 188,800 | $31.1M | 0.07% | −24,500−11.5% | Reduced |
| Westchester Capital Management, Inc. | 188,575 | $31.1M | 8.94% | −3,296−1.7% | Reduced |
| Payden & Rygel | 188,350 | $31.1M | 1.84% | −58,600−23.7% | Reduced |
| SignalPoint Asset Management, LLC | 188,231 | $31.0M | 10.10% | −2,842−1.5% | Reduced |
| Sargent Investment Group, LLC | 186,115 | $30.9M | 8.16% | −2,366−1.3% | Reduced |
| Octavia Wealth Advisors, LLC | 187,343 | $30.9M | 6.95% | −1,381−0.7% | Reduced |
| WP Advisors, LLC | 186,905 | $30.8M | 12.71% | −485−0.3% | Reduced |
| Eisler Capital (UK) Ltd. | 186,900 | $30.8M | 2.67% | +186,900 | New |
| GHP Investment Advisors, Inc. | 186,619 | $30.8M | 1.95% | +833+0.4% | Added |
| Smithfield Trust Co | 186,206 | $30.7M | 1.97% | −3,811−2.0% | Reduced |
| Monetary Management Group Inc | 186,173 | $30.7M | 9.03% | −1,325−0.7% | Reduced |