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 |
|---|---|---|---|---|---|
| Johnson Financial Group, Inc. | 163,465 | $27.0M | 1.92% | +20,435+14.3% | Added |
| Country Club Bank | 165,943 | $26.9M | 2.22% | +4,116+2.5% | Added |
| Freemont Management S.A. | 163,300 | $26.9M | 3.97% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 163,300 | $26.9M | 1.67% | −17,100−9.5% | Reduced |
| First National Bank & Trust Co of Newtown | 163,181 | $26.9M | 5.95% | −1,072−0.7% | Reduced |
| Good Life Advisors, LLC | 163,088 | $26.9M | 3.43% | −10,694−6.2% | Reduced |
| HighTower Trust Services, LTA | 180,961 | $26.9M | 2.63% | −370−0.2% | Reduced |
| Ascent Group, LLC | 162,758 | $26.8M | 2.86% | +9,682+6.3% | Added |
| Knuff & Co LLC | 162,721 | $26.8M | 10.62% | −3,077−1.9% | Reduced |
| Sterling Investment Advisors, Ltd. | 162,613 | $26.8M | 9.04% | +7,128+4.6% | Added |
| Clarkston Capital Partners, LLC | 162,585 | $26.8M | 0.50% | −8,861−5.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 162,547 | $26.8M | 4.45% | +16,798+11.5% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 162,403 | $26.8M | 9.71% | +11,320+7.5% | Added |
| Westwood Wealth Management | 162,238 | $26.8M | 24.92% | −6,689−4.0% | Reduced |
| South Street Advisors LLC | 162,048 | $26.7M | 5.48% | +261+0.2% | Added |
| Signet Financial Management, LLC | 161,975 | $26.7M | 4.50% | −200−0.1% | Reduced |
| BetterWealth, LLC | 161,866 | $26.7M | 10.80% | −3,651−2.2% | Reduced |
| Addenda Capital Inc. | 161,743 | $26.7M | 1.10% | −3,765−2.3% | Reduced |
| Sand Hill Global Advisors, LLC | 161,682 | $26.7M | 1.43% | +269+0.2% | Added |
| Desjardins Global Asset Management Inc. | 161,628 | $26.6M | 3.35% | +48,906+43.4% | Added |
| Peachtree Investment Partners, LLC | 161,593 | $26.6M | 16.65% | −491−0.3% | Reduced |
| Staley Capital Advisers Inc | 161,517 | $26.6M | 1.49% | +6,777+4.4% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 161,130 | $26.6M | 6.36% | +932+0.6% | Added |
| Kavar Capital Partners Group, LLC | 160,941 | $26.5M | 5.73% | −1,389−0.9% | Reduced |
| Hutchinson Capital Management | 160,931 | $26.5M | 6.89% | +1,085+0.7% | Added |
| Change Path, LLC | 160,818 | $26.5M | 1.31% | −2,467−1.5% | Reduced |
| Harvest Fund Management Co., Ltd | 160,811 | $26.5M | 5.83% | +862+0.5% | Added |
| Montis Financial, LLC | 160,310 | $26.4M | 20.45% | −24,465−13.2% | Reduced |
| SNS Financial Group, LLC | 160,177 | $26.4M | 3.47% | −5,096−3.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 159,819 | $26.4M | 2.40% | +5,870+3.8% | Added |
| GFG Capital, LLC | 103,751 | $26.3M | 5.96% | +1,537+1.5% | Added |
| Oak Asset Management, LLC | 158,651 | $26.2M | 11.28% | −3,067−1.9% | Reduced |
| Diamant Asset Management, Inc. | 158,158 | $26.1M | 21.38% | 00.0% | Unchanged |
| Intrust Bank NA | 158,130 | $26.1M | 3.34% | +10,922+7.4% | Added |
| Silicon Valley Capital Partners | 157,943 | $26.0M | 5.45% | −8,587−5.2% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 157,908 | $26.0M | 0.05% | −900−0.6% | Reduced |
| Princeton Capital Management LLC | 157,830 | $26.0M | 11.14% | −10,552−6.3% | Reduced |
| RFG Advisory, LLC | 157,582 | $26.0M | 1.27% | +2,257+1.5% | Added |
| Capital Group Investment Management Pte. Ltd. | 157,345 | $25.9M | 1.39% | −76,399−32.7% | Reduced |
| Goelzer Investment Management, Inc. | 156,846 | $25.9M | 2.25% | −17,357−10.0% | Reduced |
| Belmont Capital, LLC | 156,819 | $25.9M | 21.40% | −25,140−13.8% | Reduced |
| Avantax Planning Partners, Inc. | 156,691 | $25.8M | 1.05% | −1,320−0.8% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 156,376 | $25.8M | 8.01% | +488+0.3% | Added |
| Wellington Shields Capital Management, LLC | 320,038 | $25.7M | 3.10% | +33,314+11.6% | Added |
| Hills Bank & Trust Co | 155,949 | $25.7M | 3.56% | +1,494+1.0% | Added |
| NWF Advisory Services Inc. | 132,264 | $25.7M | 5.95% | +132,264 | New |
| Greenwood Capital Associates LLC | 155,387 | $25.6M | 3.68% | +155,387 | New |
| D L Carlson Investment Group Inc | 155,087 | $25.6M | 5.80% | −18,625−10.7% | Reduced |
| Cornerstone Wealth Group, LLC | 154,635 | $25.5M | 4.53% | −3,968−2.5% | Reduced |
| Buckingham Capital Management, Inc. | 154,463 | $25.5M | 4.07% | +2,121+1.4% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 154,320 | $25.4M | 11.24% | −1,827−1.2% | Reduced |
| Anchor Capital Advisors LLC | 154,306 | $25.4M | 0.67% | −31,127−16.8% | Reduced |
| Manitou Investment Management Ltd. | 154,070 | $25.4M | 6.23% | −1,578−1.0% | Reduced |
| Qtron Investments LLC | 153,962 | $25.4M | 5.22% | −2,136−1.4% | Reduced |
| James Investment Research Inc | 153,952 | $25.4M | 3.36% | −2,746−1.8% | Reduced |
| Mairs & Power Inc | 153,909 | $25.4M | 0.29% | +17,036+12.4% | Added |
| Gifford Fong Associates | 153,670 | $25.3M | 6.67% | −102,330−40.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 153,554 | $25.3M | 1.10% | +1,226+0.8% | Added |
| Hollencrest Capital Management | 152,984 | $25.2M | 2.69% | +49,502+47.8% | Added |
| Strategic Blueprint, LLC | 152,896 | $25.2M | 2.60% | +1,942+1.3% | Added |
| Farmers & Merchants Trust Co of Long Beach | 152,822 | $25.2M | 6.99% | −9,673−6.0% | Reduced |
| Hudson Valley Investment Advisors Inc | 152,559 | $25.2M | 3.52% | +9,888+6.9% | Added |
| Hemington Wealth Management | 152,339 | $25.1M | 10.13% | −488−0.3% | Reduced |
| JCIC Asset Management Inc. | 152,241 | $25.1M | 11.68% | +287+0.2% | Added |
| Accuvest Global Advisors | 152,119 | $25.1M | 11.34% | +110,423+264.8% | Added |
| XML Financial, LLC | 151,708 | $25.0M | 3.05% | −4,328−2.8% | Reduced |
| West Coast Financial LLC | 151,615 | $25.0M | 3.83% | −874−0.6% | Reduced |
| Oxbow Advisors, LLC | 151,292 | $24.9M | 4.46% | −509−0.3% | Reduced |
| Kidder Stephen W | 151,158 | $24.9M | 8.68% | −1,850−1.2% | Reduced |
| First Hawaiian Bank | 151,137 | $24.9M | 0.84% | −5,595−3.6% | Reduced |
| David Loasby | 151,076 | $24.9M | 2.87% | +55,131+57.5% | Added |
| Terril Brothers, Inc. | 150,758 | $24.9M | 11.68% | −100−0.1% | Reduced |
| Rowland & Co Investment Counsel | 150,682 | $24.8M | 6.04% | −1,490−1.0% | Reduced |
| Sompo Asset Management Co., Ltd. | 150,580 | $24.8M | 5.22% | +13,860+10.1% | Added |
| Mark Asset Management LP | 149,713 | $24.7M | 4.70% | −1,530−1.0% | Reduced |
| Smith, Moore & Co. | 149,662 | $24.7M | 3.35% | +396+0.3% | Added |
| Quadrant Private Wealth Management, LLC | 149,375 | $24.6M | 7.68% | +397+0.3% | Added |
| CCM Investment Advisers LLC | 149,279 | $24.6M | 3.48% | +4,590+3.2% | Added |
| Canandaigua National Bank & Trust Co | 149,207 | $24.6M | 4.14% | +149,207 | New |
| Bennett Selby Investments LP | 148,890 | $24.6M | 16.09% | −1,222−0.8% | Reduced |
| Summit Global Investments | 148,864 | $24.5M | 1.90% | −5,518−3.6% | Reduced |
| Glassman Wealth Services | 148,576 | $24.5M | 4.26% | −15,045−9.2% | Reduced |
| Fiduciary Alliance LLC | 148,551 | $24.5M | 6.15% | +3,416+2.4% | Added |
| Martin Capital Advisors, LLP | 148,458 | $24.5M | 25.30% | −4,380−2.9% | Reduced |
| Harbor Advisors LLC | 148,400 | $24.5M | 5.73% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 148,367 | $24.5M | 3.11% | +28,665+23.9% | Added |
| American Money Management, LLC | 148,267 | $24.4M | 6.49% | +280.0% | Added |
| Vontobel Asset Management Inc | 148,095 | $24.4M | 0.18% | +26,079+21.4% | Added |
| Employees Provident Fund Board | 147,904 | $24.4M | 0.63% | −220,146−59.8% | Reduced |
| PDS Planning, Inc | 147,858 | $24.4M | 3.36% | +19,635+15.3% | Added |
| Segment Wealth Management, LLC | 147,812 | $24.4M | 2.76% | −1,103−0.7% | Reduced |
| Nicollet Investment Management, Inc. | 147,677 | $24.4M | 12.67% | −11,516−7.2% | Reduced |
| Whalerock Point Partners, LLC | 147,498 | $24.3M | 9.04% | +824+0.6% | Added |
| Nilsine Partners, LLC | 147,425 | $24.3M | 3.81% | +147,425 | New |
| Conning Inc. | 147,181 | $24.3M | 0.81% | −9,103−5.8% | Reduced |
| SevenBridge Financial Group, LLC | 147,140 | $24.3M | 6.69% | −219−0.1% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 147,000 | $24.2M | 2.81% | +853+0.6% | Added |
| Hayek Kallen Investment Management | 146,994 | $24.2M | 10.96% | −3,310−2.2% | Reduced |
| Bordeaux Wealth Advisors LLC | 146,961 | $24.2M | 12.49% | −1,284−0.9% | Reduced |
| Strategic Wealth Designers | 146,907 | $24.2M | 4.49% | +24,813+20.3% | Added |