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 |
|---|---|---|---|---|---|
| Nwi Management LP | 105,000 | $17.3M | 2.76% | 00.0% | Unchanged |
| Moore Capital Management, LP | 105,000 | $17.3M | 0.54% | +105,000 | New |
| Norris Perne & French LLP | 104,804 | $17.3M | 1.58% | −6,337−5.7% | Reduced |
| Cedar Brook Financial Partners, LLC | 104,782 | $17.3M | 4.44% | +484+0.5% | Added |
| Founders Financial Alliance, LLC | 104,446 | $17.3M | 8.62% | −24,927−19.3% | Reduced |
| FRG Family Wealth Advisors LLC | 104,685 | $17.3M | 3.95% | −1,274−1.2% | Reduced |
| Anchor Investment Management, LLC | 104,608 | $17.2M | 2.35% | +1,111+1.1% | Added |
| Capital Planning Advisors, LLC | 104,580 | $17.2M | 3.67% | −1,338−1.3% | Reduced |
| Rbo & Co LLC | 104,421 | $17.2M | 3.00% | −138−0.1% | Reduced |
| Carolinas Wealth Consulting LLC | 104,410 | $17.2M | 3.66% | +1,398+1.4% | Added |
| WESPAC Advisors SoCal, LLC | 104,388 | $17.2M | 5.94% | −963−0.9% | Reduced |
| SkyOak Wealth, LLC | 104,372 | $17.2M | 5.25% | −1,671−1.6% | Reduced |
| Tamar Securities, LLC | 104,358 | $17.2M | 4.95% | −15,604−13.0% | Reduced |
| Sage Mountain Advisors LLC | 104,309 | $17.2M | 2.77% | +68,901+194.6% | Added |
| BFSG, LLC | 104,077 | $17.2M | 3.17% | +772+0.7% | Added |
| Atwater Malick LLC | 103,777 | $17.1M | 8.02% | +1,108+1.1% | Added |
| S.E.E.D. Planning Group LLC | 103,644 | $17.1M | 6.60% | +9,765+10.4% | Added |
| Sterneck Capital Management, LLC | 103,567 | $17.1M | 10.76% | −399−0.4% | Reduced |
| Inscription Capital, LLC | 103,543 | $17.1M | 4.51% | −478−0.5% | Reduced |
| Wright Investors Service Inc | 103,482 | $17.1M | 4.85% | −6,416−5.8% | Reduced |
| Gradient Capital Advisors, LLC | 103,376 | $17.0M | 7.25% | −1,308−1.2% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 103,281 | $17.0M | 1.81% | −1,611−1.5% | Reduced |
| Ellis Investment Partners, LLC | 103,242 | $17.0M | 4.39% | −867−0.8% | Reduced |
| Asset Dedication, LLC | 103,284 | $17.0M | 1.58% | +2,493+2.5% | Added |
| AIMZ Investment Advisors, LLC | 103,004 | $17.0M | 7.61% | −1,003−1.0% | Reduced |
| Grandfield & Dodd, LLC | 102,965 | $17.0M | 1.19% | +462+0.5% | Added |
| Covenant Asset Management, LLC | 102,951 | $17.0M | 5.54% | −25,345−19.8% | Reduced |
| Paragon Capital Management LLC | 102,572 | $16.9M | 10.25% | −2,120−2.0% | Reduced |
| Mayflower Financial Advisors, LLC | 107,068 | $16.9M | 2.22% | +1,868+1.8% | Added |
| ProVise Management Group, LLC | 102,220 | $16.9M | 1.61% | −530−0.5% | Reduced |
| Weil Company, Inc. | 102,214 | $16.9M | 7.65% | +101+0.1% | Added |
| Frisch Financial Group, Inc. | 101,880 | $16.8M | 6.52% | −853−0.8% | Reduced |
| DoubleLine ETF Adviser LP | 101,872 | $16.8M | 7.16% | +14,999+17.3% | Added |
| First Dallas Securities Inc. | 101,868 | $16.8M | 9.91% | −1,389−1.3% | Reduced |
| Mitchell Sinkler & Starr | 101,855 | $16.8M | 4.97% | −225−0.2% | Reduced |
| Paulson Wealth Management Inc. | 101,831 | $16.8M | 7.47% | −287−0.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 101,599 | $16.8M | 2.29% | −4,589−4.3% | Reduced |
| Asset Management Group, Inc. | 101,582 | $16.8M | 3.74% | +237+0.2% | Added |
| Liberty Capital Management, Inc. | 101,427 | $16.7M | 5.50% | −953−0.9% | Reduced |
| Nelson Capital Management, LLC | 101,252 | $16.7M | 4.74% | +1,243+1.2% | Added |
| Taylor Hoffman Wealth Management | 101,229 | $16.7M | 9.15% | +1,801+1.8% | Added |
| Toth Financial Advisory Corp | 101,178 | $16.7M | 2.60% | +6,183+6.5% | Added |
| Mirador Capital Partners LP | 101,119 | $16.7M | 3.95% | −4,439−4.2% | Reduced |
| RMR Wealth Builders | 101,079 | $16.7M | 3.17% | +36,116+55.6% | Added |
| Patten Group, Inc. | 100,892 | $16.6M | 4.99% | +420.0% | Added |
| Callan Capital, LLC | 100,543 | $16.6M | 1.92% | −861−0.8% | Reduced |
| Red Lighthouse Investment Management, LLC | 100,523 | $16.6M | 8.02% | −404−0.4% | Reduced |
| Ridgecrest Wealth Partners, LLC | 100,310 | $16.5M | 11.79% | +137+0.1% | Added |
| Berkshire Bank | 100,298 | $16.5M | 4.92% | −3,342−3.2% | Reduced |
| HFR Wealth Management, LLC | 100,259 | $16.5M | 4.69% | −659−0.7% | Reduced |
| MJP Associates Inc | 100,116 | $16.5M | 5.09% | +5,731+6.1% | Added |
| Ogborne Capital Management, LLC | 100,000 | $16.5M | 16.30% | +100,000 | New |
| Leuthold Group, LLC | 99,966 | $16.5M | 2.18% | −2,047−2.0% | Reduced |
| Hendley & Co Inc | 99,848 | $16.5M | 7.38% | −6,975−6.5% | Reduced |
| Guyasuta Investment Advisors Inc | 99,790 | $16.5M | 1.27% | −2,685−2.6% | Reduced |
| Rench Wealth Management, Inc. | 99,534 | $16.4M | 7.86% | −7,834−7.3% | Reduced |
| Focused Wealth Management, Inc | 99,391 | $16.4M | 3.32% | +590+0.6% | Added |
| Cypress Capital Management LLC (WY) | 99,378 | $16.4M | 19.18% | −104−0.1% | Reduced |
| Merriman Wealth Management, LLC | 99,242 | $16.4M | 0.84% | +1,496+1.5% | Added |
| Westbourne Investment Advisors, Inc. | 98,822 | $16.3M | 7.88% | −5,315−5.1% | Reduced |
| Plancorp, LLC | 98,630 | $16.3M | 0.91% | +12,416+14.4% | Added |
| Jacobi Capital Management LLC | 98,504 | $16.2M | 1.93% | +1,008+1.0% | Added |
| Grandview Asset Management LLC | 98,181 | $16.2M | 9.51% | −3,308−3.3% | Reduced |
| Full Sail Capital, LLC | 97,890 | $16.1M | 1.46% | +746+0.8% | Added |
| Eos Management, L.P. | 97,891 | $16.1M | 8.48% | −15,649−13.8% | Reduced |
| Walter & Keenan Financial Consulting Co | 97,873 | $16.1M | 6.13% | −3,874−3.8% | Reduced |
| Optimum Investment Advisors | 97,689 | $16.1M | 8.44% | −5,660−5.5% | Reduced |
| GAM Holding AG | 97,674 | $16.1M | 1.12% | +5,922+6.5% | Added |
| Carroll Investors, Inc | 97,731 | $16.1M | 13.14% | −1,105−1.1% | Reduced |
| Alphinity Investment Management Pty Ltd | 97,536 | $16.1M | 0.36% | +1,585+1.7% | Added |
| BSW Wealth Partners | 97,385 | $16.1M | 3.29% | −5,220−5.1% | Reduced |
| NatWest Group plc | 97,275 | $16.0M | 8.67% | −9,032−8.5% | Reduced |
| Bank of New Hampshire | 97,108 | $16.0M | 4.81% | −8,604−8.1% | Reduced |
| Werba Rubin Papier Wealth Management | 97,059 | $16.0M | 6.29% | +1,202+1.3% | Added |
| First Long Island Investors, LLC | 96,864 | $16.0M | 1.62% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 96,823 | $16.0M | 2.53% | −1,379−1.4% | Reduced |
| TTP Investments, Inc. | 96,655 | $15.9M | 12.84% | +8,936+10.2% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 96,595 | $15.9M | 3.19% | −3,615−3.6% | Reduced |
| Sunbelt Securities, Inc. | 98,105 | $15.9M | 2.56% | −952−1.0% | Reduced |
| DF Dent & Co Inc | 96,592 | $15.9M | 0.22% | +7,597+8.5% | Added |
| Moran Wealth Management, LLC | 96,322 | $15.9M | 0.60% | +46,951+95.1% | Added |
| EagleClaw Capital Managment, LLC | 96,175 | $15.9M | 3.74% | −16,314−14.5% | Reduced |
| Carmichael Hill & Associates, Inc. | 96,169 | $15.9M | 8.12% | −304−0.3% | Reduced |
| Bridgeway Capital Management, LLC | 96,129 | $15.9M | 0.42% | −14,129−12.8% | Reduced |
| Kapstone Financial Advisors LLC | 95,665 | $15.8M | 14.28% | −1,544−1.6% | Reduced |
| Puzo Michael J | 95,917 | $15.8M | 5.28% | −578−0.6% | Reduced |
| Mattern Wealth Management LLC | 95,893 | $15.8M | 5.24% | +1,301+1.4% | Added |
| Canvas Wealth Advisors, LLC | 93,838 | $15.8M | 6.64% | −11,995−11.3% | Reduced |
| Farmers National Bank | 95,790 | $15.8M | 5.60% | −2,105−2.2% | Reduced |
| Kistler-Tiffany Companies, LLC | 95,755 | $15.8M | 3.00% | −600−0.6% | Reduced |
| Herold Advisors, Inc. | 95,664 | $15.8M | 5.45% | +4,157+4.5% | Added |
| Sentry Investment Management LLC | 95,486 | $15.7M | 6.48% | −8,367−8.1% | Reduced |
| Pegasus Asset Management, Inc. | 95,454 | $15.7M | 7.80% | −2,388−2.4% | Reduced |
| O'Dell Group, LLC | 95,406 | $15.7M | 5.07% | −263−0.3% | Reduced |
| Tsai Capital Corp | 95,406 | $15.7M | 16.54% | −1,750−1.8% | Reduced |
| Fusion Capital, LLC | 95,304 | $15.7M | 8.99% | −3,091−3.1% | Reduced |
| EPG Wealth Management LLC | 95,213 | $15.7M | 4.95% | +5,013+5.6% | Added |
| Canal Capital Management, LLC | 95,184 | $15.7M | 3.46% | +9,043+10.5% | Added |
| Aries Wealth Management | 95,100 | $15.7M | 6.43% | +111+0.1% | Added |
| Red Door Wealth Management, LLC | 95,009 | $15.7M | 4.91% | −801−0.8% | Reduced |