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 |
|---|---|---|---|---|---|
| Bowie Capital Management, LLC | 95,000 | $15.7M | 2.22% | −5,000−5.0% | Reduced |
| First PREMIER Bank | 94,976 | $15.7M | 4.56% | +985+1.0% | Added |
| MONECO Advisors, LLC | 94,854 | $15.6M | 4.60% | +3,848+4.2% | Added |
| MCF Advisors LLC | 94,838 | $15.6M | 1.46% | −2,519−2.6% | Reduced |
| Providence Capital Advisors, LLC | 94,566 | $15.6M | 4.12% | +1,404+1.5% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 94,456 | $15.6M | 0.49% | −6,128−6.1% | Reduced |
| Brave Asset Management Inc | 94,385 | $15.6M | 4.95% | +3,341+3.7% | Added |
| Financial Insights, Inc. | 94,358 | $15.6M | 6.33% | −2,150−2.2% | Reduced |
| Bienville Capital Management, LLC | 94,222 | $15.5M | 6.10% | 00.0% | Unchanged |
| Managed Asset Portfolios, LLC | 94,162 | $15.5M | 2.36% | −133−0.1% | Reduced |
| Hikari Tsushin, Inc. | 94,155 | $15.5M | 1.62% | 00.0% | Unchanged |
| Wealth Effects LLC | 94,135 | $15.5M | 7.97% | −1,568−1.6% | Reduced |
| General Partner, Inc. | 94,197 | $15.5M | 13.65% | +1,950+2.1% | Added |
| Holderness Investments Co | 94,117 | $15.5M | 6.20% | −299−0.3% | Reduced |
| Twin Lakes Capital Management, LLC | 94,112 | $15.5M | 11.57% | −80−0.1% | Reduced |
| Capital Financial Planning, LLC | 94,070 | $15.5M | 6.06% | +5,380+6.1% | Added |
| Trust Co of Oklahoma | 94,026 | $15.5M | 6.07% | −6,492−6.5% | Reduced |
| Horan Capital Advisors, LLC. | 93,916 | $15.5M | 6.38% | +1,433+1.5% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 93,868 | $15.5M | 1.16% | −14,935−13.7% | Reduced |
| Ausdal Financial Partners, Inc. | 93,724 | $15.5M | 2.14% | −5,422−5.5% | Reduced |
| Essex Investment Management Co LLC | 93,670 | $15.4M | 2.25% | −10,959−10.5% | Reduced |
| Peak Planning Group, LLC | 93,578 | $15.4M | 12.52% | −170.0% | Reduced |
| SFE Investment Counsel | 91,531 | $15.4M | 4.77% | −3,457−3.6% | Reduced |
| Guardian Investment Management | 131,841 | $15.4M | 11.81% | +13,373+11.3% | Added |
| Cohen Lawrence B | 93,326 | $15.4M | 10.33% | −28,027−23.1% | Reduced |
| Legacy Capital Group California, Inc. | 93,235 | $15.4M | 7.51% | +93,235 | New |
| ICA Group Wealth Management, LLC | 93,194 | $15.4M | 3.67% | −83−0.1% | Reduced |
| WealthTrust Axiom LLC | 92,705 | $15.3M | 5.21% | +739+0.8% | Added |
| Circle Wealth Management, LLC | 92,293 | $15.2M | 2.20% | −1,067−1.1% | Reduced |
| Udine Wealth Management, Inc. | 92,240 | $15.2M | 23.48% | −468−0.5% | Reduced |
| Neumann Capital Management, LLC | 91,974 | $15.2M | 6.67% | −3,825−4.0% | Reduced |
| Zuckerman Investment Group, LLC | 91,916 | $15.2M | 2.30% | +291+0.3% | Added |
| United Capital Management of KS, Inc. | 91,836 | $15.1M | 5.64% | +3,865+4.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 91,823 | $15.1M | 2.52% | −2,192−2.3% | Reduced |
| Banyan Capital Management, Inc. | 91,692 | $15.1M | 11.02% | −1,356−1.5% | Reduced |
| Balboa Wealth Partners | 91,361 | $15.1M | 5.69% | −7,793−7.9% | Reduced |
| Montchanin Asset Management, LLC | 91,295 | $15.1M | 19.08% | −2,681−2.9% | Reduced |
| Jackson Hole Capital Partners, LLC | 91,414 | $15.0M | 3.97% | +17,224+23.2% | Added |
| SOL Capital Management CO | 91,252 | $15.0M | 2.47% | −10,444−10.3% | Reduced |
| Green Harvest Asset Management LLC | 91,141 | $15.0M | 0.62% | −831−0.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 91,102 | $15.0M | 7.98% | −12,274−11.9% | Reduced |
| Kercheville Advisors, LLC | 91,102 | $15.0M | 10.30% | −5,717−5.9% | Reduced |
| David R. Rahn & Associates Inc. | 91,045 | $15.0M | 7.70% | −200.0% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 90,985 | $15.0M | 9.63% | +12,548+16.0% | Added |
| Citizens Business Bank | 90,732 | $15.0M | 3.45% | −827−0.9% | Reduced |
| Angeles Wealth Management, LLC | 90,698 | $15.0M | 2.22% | −177−0.2% | Reduced |
| Alpha Omega Wealth Management LLC | 90,479 | $14.9M | 2.58% | −2,515−2.7% | Reduced |
| O'Rourke & Company, Inc | 90,340 | $14.9M | 11.35% | −350−0.4% | Reduced |
| Doheny Asset Management | 90,318 | $14.9M | 13.37% | +18,963+26.6% | Added |
| Salomon & Ludwin, LLC | 90,273 | $14.9M | 1.77% | −612−0.7% | Reduced |
| Live Oak Private Wealth LLC | 90,106 | $14.9M | 3.07% | +101+0.1% | Added |
| Family Management Corp | 90,098 | $14.9M | 3.42% | −2,050−2.2% | Reduced |
| BNC Wealth Management, LLC | 89,987 | $14.8M | 8.28% | −4,782−5.0% | Reduced |
| Raab & Moskowitz Asset Management LLC | 89,835 | $14.8M | 5.41% | −3,572−3.8% | Reduced |
| McDonald Partners LLC | 89,648 | $14.8M | 4.79% | +1,514+1.7% | Added |
| Legacy Advisors, LLC | 89,502 | $14.8M | 2.72% | +6,699+8.1% | Added |
| Bill Few Associates, Inc. | 89,098 | $14.7M | 8.16% | +1,059+1.2% | Added |
| C2C Wealth Management, LLC | 91,743 | $14.7M | 2.37% | +2,964+3.3% | Added |
| NBW Capital LLC | 88,863 | $14.7M | 3.56% | −8,525−8.8% | Reduced |
| Roberts Glore & Co Inc | 88,854 | $14.7M | 4.90% | −2,924−3.2% | Reduced |
| Shepherd Financial Partners LLC | 88,843 | $14.6M | 2.45% | −7,728−8.0% | Reduced |
| First Heartland Consultants, Inc. | 88,727 | $14.6M | 2.20% | −1,923−2.1% | Reduced |
| WCG Wealth Advisors LLC | 88,705 | $14.6M | 1.87% | +5,417+6.5% | Added |
| Traphagen Investment Advisors LLC | 88,586 | $14.6M | 2.17% | +3,485+4.1% | Added |
| Private Capital Management LLC | 88,570 | $14.6M | 4.37% | +16,300+22.6% | Added |
| Copeland Capital Management, LLC | 88,446 | $14.6M | 0.34% | −2,867−3.1% | Reduced |
| Financial Engines Advisors L.L.C. | 88,426 | $14.6M | 0.04% | +5,975+7.2% | Added |
| Carderock Capital Management Inc | 88,345 | $14.6M | 5.08% | −5,207−5.6% | Reduced |
| Atlas Wealth LLC | 88,242 | $14.6M | 2.86% | −1,695−1.9% | Reduced |
| Leisure Capital Management | 87,896 | $14.5M | 8.31% | +2,834+3.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 87,783 | $14.5M | 0.89% | −12,060−12.1% | Reduced |
| Synergy Financial Management, LLC | 87,596 | $14.4M | 3.52% | +15,177+21.0% | Added |
| Chatham Capital Group, Inc. | 87,554 | $14.4M | 3.23% | −4,060−4.4% | Reduced |
| FinTrust Capital Advisors, LLC | 110,984 | $14.4M | 3.50% | 00.0% | Unchanged |
| Osher Van de Voorde Investment Management | 87,286 | $14.4M | 3.99% | −18,674−17.6% | Reduced |
| Pecaut & Co. | 87,170 | $14.4M | 6.55% | −5,092−5.5% | Reduced |
| St. Clair Advisors, LLC | 87,104 | $14.4M | 6.27% | +41,463+90.8% | Added |
| Andra AP-fonden | 86,900 | $14.3M | 0.37% | +9,900+12.9% | Added |
| Isthmus Partners, LLC | 86,894 | $14.3M | 2.02% | +302+0.3% | Added |
| Spotlight Asset Group, Inc. | 97,019 | $14.3M | 14.21% | +97,019 | New |
| FDx Advisors, Inc. | 109,785 | $14.3M | 0.62% | 00.0% | Unchanged |
| Lavaca Capital LLC | 93,283 | $14.3M | 3.33% | +8,990+10.7% | Added |
| Pegasus Partners Ltd. | 86,432 | $14.3M | 2.26% | −1,935−2.2% | Reduced |
| Roberts Wealth Advisors, LLC | 85,902 | $14.2M | 6.53% | −178−0.2% | Reduced |
| Certified Advisory Corp | 86,230 | $14.2M | 2.53% | −5,561−6.1% | Reduced |
| Foster Dykema Cabot & Co Inc | 86,229 | $14.2M | 1.83% | −2,320−2.6% | Reduced |
| Blume Capital Management, Inc. | 86,206 | $14.2M | 4.52% | −1,439−1.6% | Reduced |
| Investment Research & Advisory Group, Inc. | 86,171 | $14.2M | 9.20% | +150.0% | Added |
| Peterson Wealth Services | 86,078 | $14.2M | 7.30% | +5,062+6.2% | Added |
| Clean Yield Group | 86,051 | $14.2M | 6.04% | +1,348+1.6% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 85,945 | $14.2M | 0.42% | +8,281+10.7% | Added |
| Omers Administration Corp | 85,658 | $14.1M | 0.22% | 00.0% | Unchanged |
| Avalon Global Asset Management LLC | 85,520 | $14.1M | 7.90% | 00.0% | Unchanged |
| Act Two Investors LLC | 85,505 | $14.1M | 5.62% | +29,497+52.7% | Added |
| Guardian Wealth Advisors, LLC | 85,387 | $14.1M | 2.47% | +322+0.4% | Added |
| Riverbridge Partners LLC | 85,331 | $14.1M | 0.20% | +17,843+26.4% | Added |
| Wealth Advisory Solutions, LLC | 85,325 | $14.1M | 3.74% | +290.0% | Added |
| Strategic Wealth Partners, Ltd. | 85,284 | $14.1M | 2.16% | +4,372+5.4% | Added |
| Pensionfund Sabic | 85,280 | $14.1M | 4.90% | −9,000−9.5% | Reduced |
| BOK Financial Private Wealth, Inc. | 85,234 | $14.1M | 1.13% | −5,482−6.0% | Reduced |