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 |
|---|---|---|---|---|---|
| Centre Asset Management, LLC | 146,396 | $24.1M | 5.83% | +7,340+5.3% | Added |
| Ascent Wealth Partners, LLC | 146,446 | $24.1M | 4.85% | +1,859+1.3% | Added |
| City Holding Co | 146,209 | $24.1M | 4.34% | −7,223−4.7% | Reduced |
| Rehmann Capital Advisory Group | 145,760 | $24.0M | 2.26% | −1,525−1.0% | Reduced |
| United Asset Strategies, Inc. | 145,727 | $24.0M | 3.17% | +204+0.1% | Added |
| Matrix Asset Advisors Inc | 145,523 | $24.0M | 3.49% | +8,421+6.1% | Added |
| Chemistry Wealth Management LLC | 145,509 | $24.0M | 8.35% | −1,475−1.0% | Reduced |
| Covington Investment Advisors Inc. | 145,472 | $24.0M | 5.28% | −8,963−5.8% | Reduced |
| BerganKDV Wealth Management, LLC | 145,067 | $23.9M | 2.46% | +323+0.2% | Added |
| Jessup Wealth Management, Inc | 144,991 | $23.9M | 14.17% | +13,287+10.1% | Added |
| Front Row Advisors LLC | 144,567 | $23.8M | 11.44% | −1,681−1.1% | Reduced |
| Resolute Wealth Strategies, LLC | 144,562 | $23.8M | 20.30% | +144,562 | New |
| CX Institutional | 143,442 | $23.8M | 1.27% | +59,742+71.4% | Added |
| Laurel Wealth Advisors LLC | 144,316 | $23.8M | 5.07% | +2,296+1.6% | Added |
| Money Concepts Capital Corp | 144,069 | $23.8M | 1.33% | −166,403−53.6% | Reduced |
| Financial Advisory Service, Inc. | 143,633 | $23.7M | 2.57% | +5,066+3.7% | Added |
| Chicago Trust Co NA | 143,353 | $23.6M | 5.93% | −2,912−2.0% | Reduced |
| Lodestar Private Asset Management LLC | 143,226 | $23.6M | 4.22% | −3,124−2.1% | Reduced |
| NTV Asset Management LLC | 143,140 | $23.6M | 4.39% | −424−0.3% | Reduced |
| Pioneer Trust Bank N A | 143,088 | $23.6M | 6.94% | −1,690−1.2% | Reduced |
| Ironvine Capital Partners, LLC | 142,787 | $23.5M | 2.97% | +590.0% | Added |
| Ardent Capital Management, Inc. | 142,772 | $23.5M | 16.92% | −854−0.6% | Reduced |
| Ballast Advisors LLC | 142,628 | $23.5M | 9.38% | +2,802+2.0% | Added |
| New Hampshire Trust | 142,546 | $23.5M | 6.31% | −5,794−3.9% | Reduced |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 142,290 | $23.5M | 8.29% | +142,290 | New |
| CIC Wealth, LLC | 141,914 | $23.4M | 8.82% | −1,393−1.0% | Reduced |
| Abner Herrman & Brock LLC | 141,889 | $23.4M | 3.53% | +284+0.2% | Added |
| Pictet North America Advisors SA | 141,661 | $23.4M | 3.77% | −29,013−17.0% | Reduced |
| Cooper Financial Group | 141,645 | $23.4M | 6.29% | +5,087+3.7% | Added |
| Selway Asset Management | 141,618 | $23.4M | 11.21% | −1,562−1.1% | Reduced |
| Sander Capital Advisors Inc | 141,185 | $23.3M | 14.12% | +1,035+0.7% | Added |
| Sowa Financial Group, Inc. | 140,807 | $23.2M | 16.62% | −2,408−1.7% | Reduced |
| Atwood & Palmer Inc | 140,663 | $23.2M | 2.18% | −1,313−0.9% | Reduced |
| Lowell Blake & Associates Inc. | 140,103 | $23.1M | 7.20% | −5,699−3.9% | Reduced |
| West Branch Capital LLC | 139,803 | $23.1M | 12.85% | +3,145+2.3% | Added |
| Foster Group, Inc. | 139,593 | $23.0M | 1.46% | +3,088+2.3% | Added |
| Summit X, LLC | 139,569 | $23.0M | 5.95% | −790−0.6% | Reduced |
| Unigestion Holding SA | 141,527 | $23.0M | 1.25% | −31,675−18.3% | Reduced |
| McKinley Carter Wealth Services, Inc. | 138,918 | $22.9M | 1.79% | −3,616−2.5% | Reduced |
| Bridgewater Advisors Inc. | 138,713 | $22.9M | 4.99% | −2,016−1.4% | Reduced |
| Cornerstone Advisory, LLC | 138,508 | $22.8M | 4.11% | −3,012−2.1% | Reduced |
| Confluence Wealth Services, Inc. | 138,369 | $22.8M | 5.32% | +2,389+1.8% | Added |
| Beck Mack & Oliver LLC | 138,303 | $22.8M | 0.66% | −703−0.5% | Reduced |
| Colonial Trust Co | 138,129 | $22.8M | 5.79% | +5,769+4.4% | Added |
| CFO4Life Group, LLC | 137,983 | $22.8M | 5.17% | −1,024−0.7% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 140,003 | $22.7M | 1.83% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 137,814 | $22.7M | 8.82% | −1,747−1.3% | Reduced |
| LVW Advisors, LLC | 137,702 | $22.7M | 4.55% | −4,086−2.9% | Reduced |
| Hoertkorn Richard Charles | 137,644 | $22.7M | 11.73% | −612−0.4% | Reduced |
| Pine Ridge Advisers LLC | 137,635 | $22.7M | 4.74% | 00.0% | Unchanged |
| Madison Wealth Management | 137,329 | $22.6M | 4.90% | −1,997−1.4% | Reduced |
| Main Street Financial Solutions, LLC | 137,225 | $22.6M | 3.32% | +495+0.4% | Added |
| Regal Investment Advisors LLC | 137,046 | $22.6M | 2.01% | −2,079−1.5% | Reduced |
| BBR Partners, LLC | 137,025 | $22.6M | 2.60% | −2,609−1.9% | Reduced |
| Verity & Verity, LLC | 136,881 | $22.6M | 2.88% | +2,798+2.1% | Added |
| EverSource Wealth Advisors, LLC | 136,612 | $22.5M | 2.80% | +19,700+16.9% | Added |
| BDO Wealth Advisors, LLC | 136,448 | $22.5M | 2.76% | −18,308−11.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 136,382 | $22.5M | 4.65% | −5,580−3.9% | Reduced |
| Fulcrum Capital LLC | 136,312 | $22.5M | 6.05% | −10,009−6.8% | Reduced |
| Noked Israel Ltd | 136,255 | $22.5M | 9.78% | −101,000−42.6% | Reduced |
| First Western Trust Bank | 136,154 | $22.5M | 1.17% | +430.0% | Added |
| Private Advisory Group LLC | 136,085 | $22.4M | 4.77% | −33,892−19.9% | Reduced |
| Capital Asset Advisory Services LLC | 135,992 | $22.4M | 1.67% | +5,675+4.4% | Added |
| Semus Wealth Partners LLC | 135,931 | $22.4M | 24.10% | −585−0.4% | Reduced |
| Fairview Capital Investment Management, LLC | 135,876 | $22.4M | 1.46% | +17,604+14.9% | Added |
| Ironwood Investment Counsel, LLC | 135,566 | $22.4M | 5.32% | −600.0% | Reduced |
| Benin Management CORP | 135,547 | $22.4M | 8.48% | +306+0.2% | Added |
| Zevin Asset Management LLC | 135,458 | $22.3M | 4.56% | −5,377−3.8% | Reduced |
| Mark Stevens | 135,238 | $22.3M | 2.86% | −2,606−1.9% | Reduced |
| Summit Financial, LLC | 135,194 | $22.3M | 1.95% | +1,054+0.8% | Added |
| Augustine Asset Management Inc | 135,140 | $22.3M | 11.03% | −480−0.4% | Reduced |
| JFS Wealth Advisors, LLC | 135,114 | $22.3M | 2.10% | −2,168−1.6% | Reduced |
| Proequities, Inc. | 143,433 | $22.3M | 1.73% | −656−0.5% | Reduced |
| Hilton Capital Management, LLC | 170,897 | $22.2M | 2.91% | −21,252−11.1% | Reduced |
| Trustmark National Bank Trust Department | 134,533 | $22.2M | 2.02% | −2,641−1.9% | Reduced |
| united american securities inc. (d/b/a uas asset management) | 134,492 | $22.2M | 7.56% | −88,150−39.6% | Reduced |
| True North Advisors, LLC | 133,929 | $22.1M | 6.54% | −579−0.4% | Reduced |
| Fairfield, Bush & Co. | 133,778 | $22.1M | 7.77% | +105,855+379.1% | Added |
| Symmetry Partners, LLC | 133,755 | $22.1M | 1.22% | −23,775−15.1% | Reduced |
| Peak Asset Management, LLC | 133,641 | $22.0M | 5.39% | +485+0.4% | Added |
| Supplemental Annuity Collective Trust of NJ | 133,600 | $22.0M | 8.59% | 00.0% | Unchanged |
| Grand Jean Capital Management Inc | 133,566 | $22.0M | 8.48% | +453+0.3% | Added |
| Lazard Freres Gestion S.A.S. | 159,329 | $22.0M | 0.81% | −4,495−2.7% | Reduced |
| Martin Investment Management, LLC | 132,906 | $21.9M | 6.31% | +2,985+2.3% | Added |
| Pitcairn Co | 132,896 | $21.9M | 2.02% | +11,724+9.7% | Added |
| Baker Tilly Wealth Management, LLC | 132,778 | $21.9M | 2.46% | −14,497−9.8% | Reduced |
| Tudor Investment Corp Et Al | 132,765 | $21.9M | 0.42% | +33,706+34.0% | Added |
| 1776 Wealth LLC | 132,744 | $21.9M | 13.15% | +5,046+4.0% | Added |
| Wolverine Trading, LLC | 134,436 | $21.8M | 0.66% | −2,430−1.8% | Reduced |
| Sigma Investment Counselors Inc | 132,053 | $21.8M | 1.69% | −2,095−1.6% | Reduced |
| Southland Equity Partners LLC | 131,910 | $21.8M | 8.55% | −2,381−1.8% | Reduced |
| Elk River Wealth Management, LLC | 131,730 | $21.7M | 4.93% | +1,444+1.1% | Added |
| RPG Investment Advisory, LLC | 131,728 | $21.7M | 3.83% | −891−0.7% | Reduced |
| Inlet Private Wealth, LLC | 131,638 | $21.7M | 5.65% | −1,923−1.4% | Reduced |
| Chickasaw Capital Management LLC | 131,569 | $21.7M | 1.16% | −3,285−2.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 131,469 | $21.7M | 1.89% | +11,975+10.0% | Added |
| Security National Bank | 131,438 | $21.7M | 5.78% | −7,037−5.1% | Reduced |
| Gilder Gagnon Howe & Co LLC | 131,286 | $21.6M | 0.36% | −570−0.4% | Reduced |
| Stillwater Investment Management, LLC | 131,141 | $21.6M | 5.81% | −1,969−1.5% | Reduced |
| Abacus Planning Group, Inc. | 131,040 | $21.6M | 5.57% | −24,983−16.0% | Reduced |