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
- 1,728 more added
- Sold out
- 96
- 2,345 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 |
|---|---|---|---|---|---|
| Intrua Financial, LLC | 125,099 | $21.6M | 4.52% | −2,089−1.6% | Reduced |
| Occidental Asset Management, LLC | 130,822 | $21.6M | 5.38% | −1,550−1.2% | Reduced |
| Cypress Wealth Services, LLC | 130,722 | $21.6M | 6.31% | −2,551−1.9% | Reduced |
| Solidarilty Wealth, LLC | 130,558 | $21.5M | 9.78% | +130,558 | New |
| Alley Investment Management Company, LLC | 130,546 | $21.5M | 3.59% | +2,728+2.1% | Added |
| Citizens National Bank Trust Department | 130,407 | $21.5M | 5.97% | −1,602−1.2% | Reduced |
| Absher Wealth Management, LLC | 130,267 | $21.5M | 3.72% | −7,145−5.2% | Reduced |
| Ignite Planners, LLC | 132,552 | $21.5M | 8.82% | +259+0.2% | Added |
| Arlington Financial Advisors, LLC | 130,026 | $21.4M | 8.26% | +192+0.1% | Added |
| Domani Wealth, LLC | 129,750 | $21.4M | 4.96% | +186+0.1% | Added |
| Beach Investment Counsel Inc | 129,330 | $21.3M | 2.84% | −7,245−5.3% | Reduced |
| Oxford Financial Group Ltd | 129,202 | $21.3M | 2.39% | +4,190+3.4% | Added |
| Galvin, Gaustad & Stein, LLC | 129,195 | $21.3M | 2.10% | −2,447−1.9% | Reduced |
| L & S Advisors Inc | 128,749 | $21.2M | 2.97% | −8,527−6.2% | Reduced |
| Pettyjohn, Wood & White, Inc | 128,701 | $21.2M | 5.19% | −2,618−2.0% | Reduced |
| Searle & Co. | 125,013 | $21.2M | 6.94% | −216−0.2% | Reduced |
| Arrow Financial Corp | 128,622 | $21.2M | 2.76% | −2,132−1.6% | Reduced |
| Chelsea Counsel Co | 128,539 | $21.2M | 10.29% | +799+0.6% | Added |
| IFG Advisory, LLC | 128,510 | $21.2M | 1.98% | −14,107−9.9% | Reduced |
| Parthenon LLC | 128,491 | $21.2M | 3.24% | −1,640−1.3% | Reduced |
| Institute for Wealth Management, LLC. | 128,426 | $21.2M | 4.12% | −1,681−1.3% | Reduced |
| MidWestOne Financial Group, Inc. | 127,951 | $21.1M | 4.77% | +6,541+5.4% | Added |
| Cumberland Partners Ltd | 127,874 | $21.1M | 2.07% | +37,314+41.2% | Added |
| Pure Financial Advisors, Inc. | 127,711 | $21.1M | 0.98% | +1,169+0.9% | Added |
| Romano Brothers and Company | 127,688 | $21.1M | 3.25% | −474−0.4% | Reduced |
| SageView Advisory Group, LLC | 127,470 | $21.0M | 1.34% | +21,027+19.8% | Added |
| Arcadia Investment Management Corp | 127,466 | $21.0M | 4.57% | −8,391−6.2% | Reduced |
| Stevens Capital Management LP | 127,458 | $21.0M | 5.21% | +115,484+964.5% | Added |
| Wealth Architects, LLC | 127,409 | $21.0M | 3.72% | −538−0.4% | Reduced |
| Stonnington Group, LLC | 126,664 | $21.0M | 5.46% | +371+0.3% | Added |
| Sepio Capital, LP | 127,159 | $21.0M | 1.93% | −20,264−13.7% | Reduced |
| Simmons Bank | 127,100 | $21.0M | 1.79% | +1,275+1.0% | Added |
| Harvey Capital Management Inc | 127,003 | $20.9M | 8.26% | −1,280−1.0% | Reduced |
| J. W. Coons Advisors, LLC | 126,988 | $20.9M | 6.01% | −379−0.3% | Reduced |
| Tiedemann Advisors, LLC | 126,887 | $20.9M | 0.95% | +14,661+13.1% | Added |
| Concentrum Wealth Management | 126,566 | $20.9M | 15.48% | −2,321−1.8% | Reduced |
| TD Private Client Wealth LLC | 126,423 | $20.8M | 0.94% | +289+0.2% | Added |
| Gryphon Financial Partners LLC | 126,235 | $20.8M | 4.85% | −465−0.4% | Reduced |
| Bensler, LLC | 125,678 | $20.7M | 4.18% | +2,634+2.1% | Added |
| Broadleaf Partners, LLC | 125,603 | $20.7M | 7.39% | +2,235+1.8% | Added |
| Legacy Trust | 125,258 | $20.7M | 6.15% | +134+0.1% | Added |
| Platform Technology Partners | 125,033 | $20.6M | 10.18% | +482+0.4% | Added |
| BFT Financial Group, LLC | 125,013 | $20.6M | 3.08% | +125,013 | New |
| AFS Financial Group, LLC | 125,016 | $20.6M | 13.76% | +994+0.8% | Added |
| Quantum Private Wealth, LLC | 124,483 | $20.5M | 11.11% | −1,008−0.8% | Reduced |
| Tradition Wealth Management, LLC | 124,381 | $20.5M | 2.55% | +34,329+38.1% | Added |
| Wallington Asset Management, LLC | 123,846 | $20.4M | 4.09% | −118−0.1% | Reduced |
| Trifecta Capital Advisors, LLC | 123,727 | $20.4M | 7.19% | +2,613+2.2% | Added |
| Stockman Wealth Management, Inc. | 123,714 | $20.4M | 4.56% | −3,808−3.0% | Reduced |
| Acorn Financial Advisory Services Inc | 123,599 | $20.4M | 3.97% | −304−0.2% | Reduced |
| Westover Capital Advisors, LLC | 123,588 | $20.4M | 7.55% | −588−0.5% | Reduced |
| Clarity Wealth Advisors, LLC | 123,564 | $20.4M | 10.41% | −3,134−2.5% | Reduced |
| Broderick Brian C | 123,468 | $20.4M | 5.72% | −1,134−0.9% | Reduced |
| Millennium Capital Advisors, LLC | 123,387 | $20.3M | 18.21% | +390+0.3% | Added |
| Haverford Financial Services, Inc. | 123,073 | $20.3M | 6.34% | −11,851−8.8% | Reduced |
| Thames Capital Management LLC | 122,521 | $20.2M | 14.22% | −59,299−32.6% | Reduced |
| Wells Trecaso Financial Group, LLC | 122,292 | $20.2M | 9.34% | +619+0.5% | Added |
| Arjuna Capital | 122,220 | $20.2M | 7.91% | −15,539−11.3% | Reduced |
| Cypress Asset Management Inc | 122,026 | $20.1M | 6.96% | −1,614−1.3% | Reduced |
| Waycross Partners, LLC | 121,991 | $20.1M | 5.85% | +18,708+18.1% | Added |
| Hamilton Wealth, LLC | 121,978 | $20.1M | 7.09% | +15,278+14.3% | Added |
| Moloney Securities Asset Management, LLC | 121,893 | $20.1M | 3.74% | −2,003−1.6% | Reduced |
| Biechele Royce Advisors | 121,850 | $20.1M | 7.47% | +870+0.7% | Added |
| Perennial Advisors, LLC | 121,744 | $20.1M | 5.74% | +804+0.7% | Added |
| Consolidated Portfolio Review Corp | 121,715 | $20.1M | 5.43% | +121,715 | New |
| Morningstar Investment Management LLC | 121,470 | $20.0M | 2.95% | −25,731−17.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 121,432 | $20.0M | 1.80% | +824+0.7% | Added |
| Patton Albertson Miller Group, LLC | 121,411 | $20.0M | 3.67% | −790−0.6% | Reduced |
| Valicenti Advisory Services Inc | 121,191 | $20.0M | 6.66% | −2,426−2.0% | Reduced |
| Guinness Asset Management LTD | 121,100 | $20.0M | 0.51% | +139+0.1% | Added |
| Eudaimonia Partners, LLC | 121,065 | $20.0M | 4.84% | −4,650−3.7% | Reduced |
| Fundamentun, LLC | 121,062 | $20.0M | 3.36% | +3,852+3.3% | Added |
| Coastline Trust Co | 120,605 | $19.9M | 2.95% | −6,277−4.9% | Reduced |
| Old Mission Investment Co LLC | 120,578 | $19.9M | 7.77% | +1,045+0.9% | Added |
| Plimoth Trust Co LLC | 120,503 | $19.9M | 6.17% | −2,325−1.9% | Reduced |
| Smith Anglin Financial, LLC | 120,487 | $19.9M | 2.96% | +2,402+2.0% | Added |
| Navalign, LLC | 120,462 | $19.9M | 8.30% | +443+0.4% | Added |
| King Wealth | 120,043 | $19.8M | 4.37% | +135+0.1% | Added |
| RBF Capital, LLC | 120,000 | $19.8M | 1.44% | 00.0% | Unchanged |
| Alpine Global Management, LLC | 120,000 | $19.8M | 7.69% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 119,995 | $19.8M | 1.00% | −3,200−2.6% | Reduced |
| Benedict Financial Advisors Inc | 119,908 | $19.8M | 5.57% | +13,820+13.0% | Added |
| Schubert & Co | 119,814 | $19.8M | 17.62% | −21,334−15.1% | Reduced |
| Motco | 119,454 | $19.7M | 1.34% | −1,231−1.0% | Reduced |
| Quent Capital, LLC | 119,482 | $19.7M | 3.36% | −2,781−2.3% | Reduced |
| Cardiff Park Advisors, LLC | 119,192 | $19.7M | 2.59% | +216+0.2% | Added |
| London & Capital Asset Management Ltd | 118,788 | $19.6M | 1.84% | −6,836−5.4% | Reduced |
| McGuire Investment Group, LLC | 118,725 | $19.6M | 3.89% | −544−0.5% | Reduced |
| Warther Private Wealth, LLC | 118,702 | $19.6M | 14.90% | +490.0% | Added |
| Wedmont Private Capital | 120,749 | $19.6M | 2.58% | +30,528+33.8% | Added |
| Bellecapital International Ltd. | 118,352 | $19.5M | 4.85% | +4,631+4.1% | Added |
| Beverly Hills Private Wealth, LLC | 118,233 | $19.5M | 6.05% | +32,281+37.6% | Added |
| Financial Avengers, Inc. | 118,156 | $19.5M | 14.97% | −233−0.2% | Reduced |
| Marietta Wealth Management, LLC | 117,923 | $19.4M | 4.13% | −478−0.4% | Reduced |
| Zions Bancorporation, N.A. | 117,900 | $19.4M | 1.67% | −40,246−25.4% | Reduced |
| GenTrust, LLC | 117,894 | $19.4M | 1.40% | −3,919−3.2% | Reduced |
| Brady Family Wealth, LLC | 117,840 | $19.4M | 7.67% | −1,662−1.4% | Reduced |
| Lathrop Investment Management Corp | 117,683 | $19.4M | 4.12% | −1,454−1.2% | Reduced |
| Balentine LLC | 117,541 | $19.4M | 0.65% | +5,958+5.3% | Added |
| Comerica Securities,inc. | 117,439 | $19.4M | 1.40% | −1,236−1.0% | Reduced |