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 |
|---|---|---|---|---|---|
| Applied Finance Capital Management, LLC | 185,960 | $30.7M | 3.81% | +29,051+18.5% | Added |
| First Financial Bank - Trust Division | 185,659 | $30.6M | 3.28% | −4,690−2.5% | Reduced |
| Buckley Wealth Management, LLC | 185,564 | $30.6M | 11.27% | −21,736−10.5% | Reduced |
| TruWealth Advisors, LLC | 184,805 | $30.5M | 2.79% | +1,423+0.8% | Added |
| Cigna Investments Inc | 184,093 | $30.4M | 6.08% | −3,977−2.1% | Reduced |
| Liberty Wealth Management LLC | 187,242 | $30.3M | 6.26% | +187,242 | New |
| Campbell Capital Management Inc | 183,071 | $30.2M | 23.22% | 00.0% | Unchanged |
| Private Trust Co NA | 182,123 | $30.0M | 4.09% | +13,567+8.0% | Added |
| River Wealth Advisors LLC | 181,878 | $30.0M | 5.46% | −6,570−3.5% | Reduced |
| L.M. Kohn & Company | 181,686 | $30.0M | 12.42% | +30.0% | Added |
| Linscomb & Williams, Inc. | 181,128 | $29.9M | 1.57% | −12,419−6.4% | Reduced |
| Kempen Capital Management N.V. | 180,760 | $29.8M | 0.57% | −51,611−22.2% | Reduced |
| Capital Investment Advisory Services, LLC | 180,515 | $29.8M | 3.51% | −6,638−3.5% | Reduced |
| Fund Management at Engine No. 1 LLC | 180,385 | $29.7M | 5.98% | +15,769+9.6% | Added |
| Kovack Advisors, Inc. | 180,292 | $29.7M | 4.05% | −9,180−4.8% | Reduced |
| De Burlo Group Inc | 180,147 | $29.7M | 5.80% | −56,407−23.8% | Reduced |
| Trust Co of Virginia | 180,117 | $29.7M | 3.30% | −2,927−1.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 181,030 | $29.7M | 4.54% | +181,030 | New |
| Nan Shan Life Insurance Co., Ltd. | 180,000 | $29.7M | 0.71% | −374,381−67.5% | Reduced |
| Bank of Hawaii | 179,951 | $29.7M | 1.72% | −6,304−3.4% | Reduced |
| Journey Advisory Group, LLC | 179,877 | $29.7M | 4.69% | −1,588−0.9% | Reduced |
| Zhang Financial LLC | 179,831 | $29.7M | 3.39% | +2,817+1.6% | Added |
| GFS Advisors, LLC | 179,703 | $29.6M | 6.81% | −4,766−2.6% | Reduced |
| Sage Capital Advisors,llc | 179,644 | $29.6M | 11.28% | −621−0.3% | Reduced |
| Baader Bank INC | 180,705 | $29.6M | 2.22% | +37,215+25.9% | Added |
| Godsey & Gibb Associates | 179,533 | $29.6M | 3.47% | +179,533 | New |
| One Wealth Advisors, LLC | 179,372 | $29.6M | 6.83% | −3,406−1.9% | Reduced |
| Woodmont Investment Counsel LLC | 178,971 | $29.5M | 3.17% | −19,850−10.0% | Reduced |
| Camden Capital, LLC | 178,799 | $29.5M | 4.36% | +1,664+0.9% | Added |
| Graypoint LLC | 178,483 | $29.4M | 3.19% | −11,857−6.2% | Reduced |
| BKD Wealth Advisors, LLC | 178,205 | $29.4M | 0.96% | +7,261+4.2% | Added |
| Gateway Wealth Partners, LLC | 178,039 | $29.4M | 4.52% | +657+0.4% | Added |
| Kiley Juergens Wealth Management, LLC | 177,806 | $29.3M | 10.97% | −103−0.1% | Reduced |
| Venturi Wealth Management, LLC | 177,461 | $29.3M | 2.40% | −642−0.4% | Reduced |
| KCS Wealth Advisory | 177,119 | $29.2M | 11.05% | +1,308+0.7% | Added |
| Wealthsource Partners, LLC | 177,103 | $29.2M | 1.98% | −12,271−6.5% | Reduced |
| Hunter Associates Investment Management LLC | 176,781 | $29.1M | 6.24% | −2,934−1.6% | Reduced |
| Warren Averett Asset Management, LLC | 176,638 | $29.1M | 1.52% | +31,684+21.9% | Added |
| Capital Analysts, LLC | 176,410 | $29.1M | 1.66% | −4,296−2.4% | Reduced |
| Westmount Partners, LLC | 176,304 | $29.1M | 13.44% | +5,309+3.1% | Added |
| Close Asset Management Ltd | 176,225 | $29.0M | 1.44% | −7,826−4.3% | Reduced |
| TrinityPoint Wealth, LLC | 175,910 | $29.0M | 6.21% | −596−0.3% | Reduced |
| Waters Parkerson & Co., LLC | 175,392 | $28.9M | 1.71% | +794+0.5% | Added |
| Grove Bank & Trust | 175,283 | $28.9M | 6.11% | −16,211−8.5% | Reduced |
| Berger Financial Group, Inc | 175,256 | $28.9M | 3.48% | +3,658+2.1% | Added |
| Alerus Financial NA | 175,179 | $28.9M | 2.57% | −4,128−2.3% | Reduced |
| Marietta Investment Partners LLC | 175,148 | $28.9M | 8.04% | −2,400−1.4% | Reduced |
| Somerville Kurt F | 175,103 | $28.9M | 5.27% | −1,923−1.1% | Reduced |
| Levin Capital Strategies, L.P. | 174,919 | $28.8M | 3.64% | −291−0.2% | Reduced |
| Coastal Investment Advisors, Inc. | 174,601 | $28.8M | 7.01% | −7,230−4.0% | Reduced |
| Winning Points Advisors, LLC | 174,474 | $28.8M | 34.69% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 174,133 | $28.7M | 4.10% | +337+0.2% | Added |
| Penobscot Investment Management Company, Inc. | 173,883 | $28.7M | 5.00% | −1,714−1.0% | Reduced |
| Csenge Advisory Group | 173,704 | $28.6M | 2.07% | −2,721−1.5% | Reduced |
| Rothschild Capital Partners, LLC | 173,718 | $28.6M | 11.74% | +680.0% | Added |
| Naples Global Advisors, LLC | 173,577 | $28.6M | 3.57% | −6,423−3.6% | Reduced |
| Valley National Advisers Inc | 172,908 | $28.6M | 5.03% | −655−0.4% | Reduced |
| Trust Asset Management LLC | 173,054 | $28.5M | 3.21% | −1,329−0.8% | Reduced |
| Anderson Hoagland & Co | 172,884 | $28.5M | 4.09% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 172,842 | $28.5M | 3.11% | −6,318−3.5% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 172,776 | $28.5M | 3.32% | −1,759−1.0% | Reduced |
| Condor Capital Management | 172,725 | $28.5M | 3.57% | −28,479−14.2% | Reduced |
| MayTech Global Investments, LLC | 172,711 | $28.5M | 7.83% | −5,591−3.1% | Reduced |
| Monograph Wealth Advisors, LLC | 172,517 | $28.4M | 6.68% | +2,773+1.6% | Added |
| Mitchell Capital Management Co | 172,435 | $28.4M | 7.05% | −23,366−11.9% | Reduced |
| Sittner & Nelson, LLC | 172,314 | $28.4M | 16.31% | +1,404+0.8% | Added |
| Cozad Asset Management Inc | 172,238 | $28.4M | 3.76% | −690−0.4% | Reduced |
| Northern Oak Wealth Management Inc | 172,098 | $28.4M | 3.40% | +20,538+13.6% | Added |
| Conway Capital Management, Inc. | 172,008 | $28.4M | 23.31% | −1,605−0.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 171,437 | $28.3M | 1.94% | +16,836+10.9% | Added |
| Perennial Investment Advisors, LLC | 171,175 | $28.2M | 5.28% | +22,902+15.4% | Added |
| Ycg, LLC | 170,449 | $28.1M | 2.75% | −235−0.1% | Reduced |
| Bourne Lent Asset Management Inc | 170,397 | $28.1M | 10.62% | −1,230−0.7% | Reduced |
| Wealthcare Advisory Partners LLC | 170,366 | $28.1M | 1.21% | +725+0.4% | Added |
| Zullo Investment Group, Inc. | 170,307 | $28.1M | 17.49% | +2,164+1.3% | Added |
| IPG Investment Advisors LLC | 169,813 | $28.0M | 6.39% | +4,121+2.5% | Added |
| Northstar Group, Inc. | 169,633 | $28.0M | 7.17% | +1,218+0.7% | Added |
| Nadler Financial Group, Inc. | 169,361 | $27.9M | 4.44% | +410+0.2% | Added |
| Financial Architects, Inc | 169,263 | $27.9M | 4.48% | −1,674−1.0% | Reduced |
| Checchi Capital Advisers, LLC | 168,859 | $27.8M | 2.69% | +8,177+5.1% | Added |
| Lyell Wealth Management, LP | 168,724 | $27.8M | 3.89% | −10,580−5.9% | Reduced |
| Mill Creek Capital Advisors, LLC | 168,674 | $27.8M | 1.02% | −2,387−1.4% | Reduced |
| Mather Group, LLC. | 168,123 | $27.7M | 0.49% | −4,702−2.7% | Reduced |
| Americana Partners, LLC | 167,963 | $27.7M | 4.37% | −367−0.2% | Reduced |
| Smithbridge Asset Management Inc | 167,147 | $27.6M | 6.92% | −1,957−1.2% | Reduced |
| Mechanics Bank Trust Department | 166,767 | $27.5M | 4.63% | −11,369−6.4% | Reduced |
| Capital International Sarl | 166,726 | $27.5M | 1.39% | +109,065+189.1% | Added |
| Capstone Financial Advisors, Inc. | 166,529 | $27.5M | 2.17% | −1,996−1.2% | Reduced |
| Schmidt P J Investment Management Inc | 162,934 | $27.4M | 5.73% | −779−0.5% | Reduced |
| Gamco Investors, Inc. Et Al | 166,254 | $27.4M | 0.29% | −6,267−3.6% | Reduced |
| American National Bank | 165,980 | $27.4M | 5.06% | +12,759+8.3% | Added |
| Knightsbridge Asset Management, LLC | 165,798 | $27.3M | 4.67% | +2,438+1.5% | Added |
| Cabot Wealth Management Inc | 165,780 | $27.3M | 4.32% | −2,105−1.3% | Reduced |
| Edge Capital Group, LLC | 165,777 | $27.3M | 1.68% | +38,867+30.6% | Added |
| TRUE Private Wealth Advisors | 165,661 | $27.3M | 4.04% | −2,783−1.7% | Reduced |
| Valmark Advisers, Inc. | 165,619 | $27.3M | 0.59% | +3,598+2.2% | Added |
| Continuum Advisory, LLC | 194,238 | $27.3M | 4.63% | −2,035−1.0% | Reduced |
| Ithaka Group LLC | 165,147 | $27.2M | 5.74% | −194,319−54.1% | Reduced |
| Howe & Rusling Inc | 164,982 | $27.2M | 3.24% | −9,656−5.5% | Reduced |
| Winthrop Advisory Group LLC | 164,924 | $27.2M | 4.80% | −1,517−0.9% | Reduced |