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 |
|---|---|---|---|---|---|
| Tufton Capital Management | 117,312 | $19.3M | 4.18% | −365−0.3% | Reduced |
| BCJ Capital Management, LLC | 116,820 | $19.3M | 1.80% | +8,087+7.4% | Added |
| Strategic Global Advisors, LLC | 116,764 | $19.3M | 3.09% | −9,966−7.9% | Reduced |
| Scott & Selber, Inc. | 116,709 | $19.2M | 8.19% | +469+0.4% | Added |
| Cyrus J. Lawrence, LLC | 116,565 | $19.2M | 5.59% | +4,943+4.4% | Added |
| Innovis Asset Management LLC | 116,506 | $19.2M | 7.79% | −4,390−3.6% | Reduced |
| StoneX Group Inc. | 116,323 | $19.2M | 2.10% | +10,346+9.8% | Added |
| Whitener Capital Management, Inc. | 116,229 | $19.2M | 8.01% | −4,533−3.8% | Reduced |
| Farmers Trust Co | 116,119 | $19.1M | 4.22% | −882−0.8% | Reduced |
| Peddock Capital Advisors, LLC | 115,970 | $19.1M | 6.64% | +901+0.8% | Added |
| Ellevest, Inc. | 115,876 | $19.1M | 1.48% | +12,962+12.6% | Added |
| GYL Financial Synergies, LLC | 115,871 | $19.1M | 2.29% | −2,381−2.0% | Reduced |
| JB Capital LLC | 115,770 | $19.1M | 1.74% | +3,111+2.8% | Added |
| Brown Miller Wealth Management, LLC | 115,612 | $19.1M | 11.28% | −221−0.2% | Reduced |
| Adams Asset Advisors, LLC | 115,604 | $19.1M | 2.55% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 115,356 | $19.0M | 2.10% | +22,166+23.8% | Added |
| Ronald Blue Trust, Inc. | 146,401 | $19.0M | 0.31% | −13,920−8.7% | Reduced |
| Willis Investment Counsel | 115,353 | $19.0M | 1.24% | +1,560+1.4% | Added |
| Regent Peak Wealth Advisors LLC | 114,890 | $18.9M | 5.86% | −1,111−1.0% | Reduced |
| Slow Capital, Inc. | 114,741 | $18.9M | 3.54% | −6,161−5.1% | Reduced |
| Pinnacle Family Advisors, LLC | 114,730 | $18.9M | 11.52% | −1,626−1.4% | Reduced |
| Meridian Wealth Advisors, LLC | 114,676 | $18.9M | 4.73% | −597−0.5% | Reduced |
| Empowered Funds, LLC | 114,247 | $18.8M | 1.11% | +17,922+18.6% | Added |
| Overbrook Management Corp | 114,192 | $18.8M | 4.93% | −5,938−4.9% | Reduced |
| Garde Capital, Inc. | 114,144 | $18.8M | 2.07% | +11,031+10.7% | Added |
| Claro Advisors LLC | 114,135 | $18.8M | 5.53% | +8,917+8.5% | Added |
| 9258 Wealth Management, LLC | 113,555 | $18.7M | 3.78% | +354+0.3% | Added |
| First Interstate Bank | 113,523 | $18.7M | 1.43% | −3,925−3.3% | Reduced |
| RKL Wealth Management LLC | 113,018 | $18.6M | 2.35% | +995+0.9% | Added |
| Harrell Investment Partners, LLC | 115,659 | $18.6M | 6.62% | +4,658+4.2% | Added |
| CMH Wealth Management LLC | 112,767 | $18.6M | 5.37% | −9,685−7.9% | Reduced |
| Security Asset Management | 112,624 | $18.6M | 10.87% | −1,307−1.1% | Reduced |
| Relyea Zuckerberg Hanson LLC | 112,558 | $18.6M | 4.53% | +30,379+37.0% | Added |
| STF Management LP | 112,144 | $18.5M | 12.46% | +46,342+70.4% | Added |
| Buckhead Capital Management LLC | 111,797 | $18.4M | 4.34% | +101+0.1% | Added |
| WSFS Capital Management, LLC | 111,781 | $18.4M | 1.92% | +3,982+3.7% | Added |
| Creative Financial Designs Inc | 111,546 | $18.4M | 2.41% | +3,483+3.2% | Added |
| Harbor Island Capital LLC | 111,474 | $18.4M | 10.10% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 111,412 | $18.4M | 6.91% | −459−0.4% | Reduced |
| Sentinel Trust Co Lba | 111,318 | $18.4M | 2.61% | +55,766+100.4% | Added |
| Prestige Wealth Management Group LLC | 111,130 | $18.3M | 4.61% | −18,709−14.4% | Reduced |
| San Luis Wealth Advisors LLC | 111,040 | $18.3M | 7.02% | +111,040 | New |
| Wellington Shields & Co., LLC | 110,854 | $18.3M | 4.10% | +3,076+2.9% | Added |
| Oak Harvest Investment Services | 110,793 | $18.3M | 4.21% | +786+0.7% | Added |
| Cyndeo Wealth Partners, LLC | 110,728 | $18.3M | 1.97% | −13,769−11.1% | Reduced |
| Hamilton Point Investment Advisors, LLC | 110,608 | $18.2M | 4.44% | +3,422+3.2% | Added |
| Bremer Bank National Association | 110,418 | $18.2M | 3.52% | −5,139−4.4% | Reduced |
| Magnus Financial Group LLC | 110,369 | $18.2M | 2.78% | −1,452−1.3% | Reduced |
| Chapin Davis, Inc. | 110,038 | $18.1M | 9.39% | −2,121−1.9% | Reduced |
| Capital City Trust Co | 110,023 | $18.1M | 5.78% | +1,887+1.7% | Added |
| PKO Investment Management Joint-Stock Co | 110,000 | $18.1M | 2.39% | −35,000−24.1% | Reduced |
| Atomi Financial Group, Inc. | 109,892 | $18.1M | 10.12% | +109,892 | New |
| Sabadell Asset Management, S.A S.G.I.I.C | 110,481 | $18.1M | 3.85% | −654−0.6% | Reduced |
| Principal Street Partners, LLC | 109,628 | $18.1M | 4.57% | −921−0.8% | Reduced |
| Brandywine Oak Private Wealth LLC | 109,533 | $18.1M | 2.11% | −581−0.5% | Reduced |
| Parkside Financial Bank & Trust | 109,449 | $18.0M | 4.86% | −1,450−1.3% | Reduced |
| Vishria Bird Financial Group, LLC | 109,379 | $18.0M | 11.54% | −1,046−0.9% | Reduced |
| Miramar Capital, LLC | 109,316 | $18.0M | 4.64% | −1,612−1.5% | Reduced |
| Perkins Coie Trust Co | 109,311 | $18.0M | 5.40% | +8,203+8.1% | Added |
| Grace & Mercy Foundation, Inc. | 109,300 | $18.0M | 6.49% | 00.0% | Unchanged |
| Asio Capital, LLC | 109,261 | $18.0M | 4.68% | +2,100+2.0% | Added |
| Cornell Pochily Investment Advisors, Inc. | 109,251 | $18.0M | 7.72% | +1,773+1.6% | Added |
| Marcum Wealth, LLC | 109,096 | $18.0M | 2.24% | −868−0.8% | Reduced |
| Horiko Capital Management LLC | 108,493 | $17.9M | 11.02% | +35,581+48.8% | Added |
| Montag & Caldwell, LLC | 108,439 | $17.9M | 2.40% | −1,331−1.2% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 108,395 | $17.9M | 0.44% | +88,836+454.2% | Added |
| Fidelis Capital Partners, LLC | 102,818 | $17.8M | 7.59% | +37,048+56.3% | Added |
| Insight Advisors, LLC | 108,209 | $17.8M | 4.20% | −6,024−5.3% | Reduced |
| Central Bank & Trust Co | 108,153 | $17.8M | 3.17% | +3,214+3.1% | Added |
| WoodTrust Financial Corp | 108,145 | $17.8M | 3.46% | −306−0.3% | Reduced |
| TCI Wealth Advisors, Inc. | 107,961 | $17.8M | 2.31% | +2,938+2.8% | Added |
| Stonebridge Capital Management Inc | 107,902 | $17.8M | 8.55% | −1,351−1.2% | Reduced |
| Ibex Wealth Advisors | 107,749 | $17.8M | 4.61% | −1,464−1.3% | Reduced |
| Jeppson Wealth Management, LLC | 107,705 | $17.8M | 7.73% | −3,027−2.7% | Reduced |
| DCM Advisors, LLC | 107,421 | $17.7M | 8.24% | −1,819−1.7% | Reduced |
| Northstar Asset Management Inc | 107,216 | $17.7M | 5.44% | +2,398+2.3% | Added |
| Rappaport Reiches Capital Management, LLC | 107,176 | $17.7M | 7.84% | +1,052+1.0% | Added |
| McCollum Christoferson Group LLC | 107,162 | $17.7M | 5.45% | −3,227−2.9% | Reduced |
| Crescent Grove Advisors, LLC | 107,111 | $17.7M | 2.05% | −2,185−2.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 106,871 | $17.6M | 4.82% | −1,441−1.3% | Reduced |
| 180 Wealth Advisors, LLC | 106,736 | $17.6M | 4.10% | −1,140−1.1% | Reduced |
| Lakeview Capital Partners, LLC | 101,250 | $17.6M | 5.46% | −1,872−1.8% | Reduced |
| Aire Advisors, LLC | 106,456 | $17.6M | 4.90% | +3,101+3.0% | Added |
| Decatur Capital Management, Inc. | 106,226 | $17.5M | 13.20% | −19,976−15.8% | Reduced |
| Bogart Wealth, LLC | 106,174 | $17.5M | 1.17% | +5,953+5.9% | Added |
| Regatta Capital Group, LLC | 134,603 | $17.5M | 6.23% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 106,039 | $17.5M | 5.56% | −1,121−1.0% | Reduced |
| Key Financial Inc | 105,917 | $17.5M | 6.37% | +3,991+3.9% | Added |
| Riverview Capital Advisers, LLC | 105,741 | $17.4M | 7.50% | −1,607−1.5% | Reduced |
| Westhampton Capital, LLC | 105,633 | $17.4M | 11.18% | −108−0.1% | Reduced |
| Hamel Associates, Inc. | 105,557 | $17.4M | 6.03% | −460.0% | Reduced |
| Cim, LLC | 105,395 | $17.4M | 3.44% | −1,867−1.7% | Reduced |
| Renaissance Investment Group LLC | 105,373 | $17.4M | 4.88% | −6,537−5.8% | Reduced |
| Financial Partners Group, Inc | 105,358 | $17.4M | 3.86% | +2,720+2.7% | Added |
| HFG Wealth Management, LLC | 105,340 | $17.4M | 3.60% | +105,340 | New |
| Armstrong Advisory Group, Inc | 105,321 | $17.4M | 2.05% | −3,394−3.1% | Reduced |
| Westside Investment Management, Inc. | 105,591 | $17.4M | 5.09% | −1,627−1.5% | Reduced |
| Essex Savings Bank | 105,162 | $17.3M | 6.06% | −1,402−1.3% | Reduced |
| Facet Wealth, Inc. | 105,045 | $17.3M | 1.05% | +190.0% | Added |
| Cadinha & Co LLC | 105,029 | $17.3M | 4.77% | −77,654−42.5% | Reduced |