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; 6,151 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 | 6,151 | $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 | 4,404 | $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 |
|---|---|---|---|---|---|
| Keystone Wealth Services, LLC | 77,053 | $12.7M | 5.20% | +2,327+3.1% | Added |
| EULAV Asset Management | 77,000 | $12.7M | 0.50% | −16,000−17.2% | Reduced |
| Intercontinental Wealth Advisors, LLC | 76,983 | $12.7M | 3.24% | −5,466−6.6% | Reduced |
| LMG Wealth Partners, LLC | 76,776 | $12.7M | 4.09% | +113+0.1% | Added |
| Harrington Investments, INC | 76,751 | $12.7M | 8.73% | −1,115−1.4% | Reduced |
| Atlas Brown,Inc. | 76,600 | $12.6M | 5.82% | −682−0.9% | Reduced |
| True Capital Management | 76,524 | $12.6M | 8.64% | +1,157+1.5% | Added |
| Monterey Private Wealth, Inc. | 76,514 | $12.6M | 6.48% | −80.0% | Reduced |
| Matthew 25 Management Corp | 76,500 | $12.6M | 4.92% | −8,500−10.0% | Reduced |
| Stoneridge Investment Partners LLC | 76,398 | $12.6M | 6.68% | −1,669−2.1% | Reduced |
| Hirtle Callaghan & Co LLC | 76,323 | $12.6M | 0.63% | −6,353−7.7% | Reduced |
| Harbour Capital Advisors, LLC | 76,213 | $12.6M | 3.80% | −2,380−3.0% | Reduced |
| Tilt Investment Management Holdings, PBC | 79,259 | $12.5M | 9.28% | +10,045+14.5% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 76,052 | $12.5M | 3.79% | +3,065+4.2% | Added |
| TrimTabs Asset Management, LLC | 75,823 | $12.5M | 6.70% | +9,900+15.0% | Added |
| Univest Financial Corp | 75,638 | $12.5M | 3.89% | +4,719+6.7% | Added |
| Onyx Bridge Wealth Group LLC | 75,573 | $12.5M | 4.97% | +358+0.5% | Added |
| Ifrah Financial Services, Inc. | 75,537 | $12.5M | 3.95% | −246−0.3% | Reduced |
| Bank of Nova Scotia Trust Co | 75,467 | $12.4M | 1.37% | −7,008−8.5% | Reduced |
| High Note Wealth, LLC | 75,352 | $12.4M | 5.12% | −116−0.2% | Reduced |
| Harbor Capital Advisors, Inc. | 75,223 | $12.4M | 3.58% | +74,682+13,804.4% | Added |
| Gibraltar Capital Management, Inc. | 75,203 | $12.4M | 5.79% | +638+0.9% | Added |
| Howard Financial Services, Ltd. | 75,092 | $12.4M | 3.02% | +308+0.4% | Added |
| Cardinal Capital Management | 75,019 | $12.4M | 2.57% | +651+0.9% | Added |
| Center Lake Capital Management, LLC | 75,000 | $12.4M | 7.99% | +75,000 | New |
| Keebeck Wealth Management, LLC | 74,964 | $12.4M | 1.99% | +3,112+4.3% | Added |
| Fernwood Investment Management, LLC | 74,918 | $12.4M | 4.74% | +10,679+16.6% | Added |
| Cooper Creek Partners Management LLC | 74,828 | $12.3M | 0.87% | +74,828 | New |
| StrategIQ Financial Group, LLC | 74,727 | $12.3M | 1.42% | +1,337+1.8% | Added |
| Ervin Investment Management, LLC | 75,722 | $12.3M | 10.73% | −2,801−3.6% | Reduced |
| Birch Capital Management, LLC | 74,528 | $12.3M | 7.91% | −691−0.9% | Reduced |
| DMG Group, LLC | 73,938 | $12.3M | 12.40% | −50,175−40.4% | Reduced |
| Masso Torrence Wealth Management Inc. | 74,458 | $12.3M | 9.72% | −1,611−2.1% | Reduced |
| Dumont & Blake Investment Advisors LLC | 74,176 | $12.2M | 4.15% | −1,697−2.2% | Reduced |
| IVC Wealth Advisors LLC | 74,150 | $12.2M | 8.66% | −926−1.2% | Reduced |
| Strategic Investment Advisors | 74,117 | $12.2M | 2.21% | +2,137+3.0% | Added |
| Cairn Investment Group, Inc. | 74,062 | $12.2M | 8.50% | +2,119+2.9% | Added |
| Tiemann Investment Advisors, LLC | 74,056 | $12.2M | 6.68% | −1,071−1.4% | Reduced |
| Baugh & Associates, LLC | 72,881 | $12.2M | 7.80% | −1,390−1.9% | Reduced |
| Pekin Hardy Strauss, Inc. | 74,004 | $12.2M | 1.89% | −8,218−10.0% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 73,732 | $12.2M | 11.15% | +3,881+5.6% | Added |
| Morton Capital Management LLC | 73,722 | $12.2M | 4.30% | −3,277−4.3% | Reduced |
| JSF Financial, LLC | 73,578 | $12.1M | 4.53% | −444−0.6% | Reduced |
| Gyroscope Capital Management Group, LLC | 73,558 | $12.1M | 3.09% | +32,401+78.7% | Added |
| Baldwin Investment Management, LLC | 73,412 | $12.1M | 2.15% | −3,727−4.8% | Reduced |
| Tanager Wealth Management LLP | 73,225 | $12.1M | 2.86% | −6,747−8.4% | Reduced |
| LexAurum Advisors, LLC | 73,209 | $12.1M | 4.01% | −1,412−1.9% | Reduced |
| RWM Asset Management, LLC | 73,104 | $12.1M | 2.49% | +7,595+11.6% | Added |
| Atlantic Trust, LLC | 73,049 | $12.0M | 3.84% | −5,559−7.1% | Reduced |
| Mount Vernon Associates Inc | 73,027 | $12.0M | 14.23% | −7,505−9.3% | Reduced |
| Atlas Capital Advisors LLC | 73,008 | $12.0M | 1.89% | −103−0.1% | Reduced |
| Eagle Ridge Investment Management | 73,001 | $12.0M | 1.35% | +25,783+54.6% | Added |
| New Capital Management LP | 72,972 | $12.0M | 4.60% | −669−0.9% | Reduced |
| Tortoise Investment Management, LLC | 72,970 | $12.0M | 1.92% | −4,931−6.3% | Reduced |
| Borer Denton & Associates, Inc. | 72,944 | $12.0M | 4.99% | +2,880+4.1% | Added |
| Fermata Advisors, LLC | 72,867 | $12.0M | 7.26% | −1,672−2.2% | Reduced |
| Titan Global Capital Management USA LLC | 72,856 | $12.0M | 3.14% | −1,962−2.6% | Reduced |
| Monarch Capital Management Inc | 72,837 | $12.0M | 3.69% | −1,081−1.5% | Reduced |
| Brookfield Asset Management Inc. | 72,771 | $12.0M | 0.05% | +72,771 | New |
| Compton Capital Management Inc | 72,665 | $12.0M | 25.80% | −130,309−64.2% | Reduced |
| Brio Consultants, LLC | 72,657 | $12.0M | 2.22% | +2,294+3.3% | Added |
| Capstone Triton Financial Group, LLC | 72,645 | $12.0M | 9.01% | −5,321−6.8% | Reduced |
| Frank, Rimerman Advisors LLC | 72,570 | $12.0M | 3.31% | 00.0% | Unchanged |
| Legato Capital Management LLC | 72,520 | $12.0M | 2.17% | −6,483−8.2% | Reduced |
| Breakwater Capital Group | 72,506 | $12.0M | 5.02% | +1,859+2.6% | Added |
| Chemung Canal Trust Co | 72,449 | $11.9M | 2.75% | +20,479+39.4% | Added |
| WBH Advisory Inc | 72,304 | $11.9M | 1.49% | +72,304 | New |
| Credential Qtrade Securities Inc. | 72,246 | $11.9M | 0.79% | +3,062+4.4% | Added |
| Roof Eidam & Maycock | 72,241 | $11.9M | 4.38% | −411−0.6% | Reduced |
| Alapocas Investment Partners, Inc. | 72,155 | $11.9M | 9.85% | −1,022−1.4% | Reduced |
| Evermay Wealth Management LLC | 72,077 | $11.9M | 2.40% | −303−0.4% | Reduced |
| Trivant Custom Portfolio Group, LLC | 72,068 | $11.9M | 8.49% | +72,068 | New |
| Paces Ferry Wealth Advisors, LLC | 72,024 | $11.9M | 9.58% | −580−0.8% | Reduced |
| Lee Financial Co | 71,999 | $11.9M | 2.04% | −43,559−37.7% | Reduced |
| Mechanics Financial Corp | 71,979 | $11.9M | 6.90% | −400−0.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 71,959 | $11.9M | 9.26% | +723+1.0% | Added |
| Bessemer Securities LLC | 71,923 | $11.9M | 5.54% | −8,600−10.7% | Reduced |
| Sutton Wealth Advisors Inc. | 71,803 | $11.8M | 6.32% | −61,553−46.2% | Reduced |
| Delta Financial Advisors LLC | 71,778 | $11.8M | 5.70% | −1,337−1.8% | Reduced |
| Northwest Investment Counselors, LLC | 71,652 | $11.8M | 3.29% | −109−0.2% | Reduced |
| TLW Wealth Management, LLC | 71,441 | $11.8M | 8.89% | −631−0.9% | Reduced |
| Legacy Wealth Management, LLC | 71,365 | $11.8M | 6.49% | −75−0.1% | Reduced |
| EFG Asset Management (Americas) Corp. | 71,346 | $11.8M | 2.81% | −6,976−8.9% | Reduced |
| McDonough Capital Management, Inc | 71,350 | $11.8M | 12.14% | −210.0% | Reduced |
| Carmel Capital Management L.L.C. | 71,294 | $11.8M | 6.72% | +1,925+2.8% | Added |
| Trybe Capital Management LP | 71,221 | $11.7M | 10.51% | −28,394−28.5% | Reduced |
| Torray LLC | 71,111 | $11.7M | 2.10% | −611−0.9% | Reduced |
| Indiana Trust & Investment Management CO | 71,090 | $11.7M | 6.35% | −770−1.1% | Reduced |
| Wall Street Access Asset Management, LLC | 70,981 | $11.7M | 7.73% | −1,638−2.3% | Reduced |
| Marks Group Wealth Management, Inc | 70,963 | $11.7M | 1.50% | −12,286−14.8% | Reduced |
| Settian Capital LP | 70,900 | $11.7M | 9.75% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 70,870 | $11.7M | 4.25% | −332−0.5% | Reduced |
| Clough Capital Partners L P | 70,860 | $11.7M | 1.26% | 00.0% | Unchanged |
| Hedeker Wealth, LLC | 70,836 | $11.7M | 4.15% | −1,790−2.5% | Reduced |
| Paradigm Financial Partners, LLC | 70,661 | $11.7M | 3.15% | +1,085+1.6% | Added |
| Blodgett Wealth Advisors, LLC | 70,655 | $11.7M | 13.52% | −909−1.3% | Reduced |
| WFA of San Diego, LLC | 70,636 | $11.6M | 12.18% | −4,323−5.8% | Reduced |
| American Trust | 70,611 | $11.6M | 0.81% | −7,487−9.6% | Reduced |
| SeaBridge Investment Advisors LLC | 70,604 | $11.6M | 4.07% | −2,491−3.4% | Reduced |
| Capital Market Strategies LLC | 70,526 | $11.6M | 20.64% | +253+0.4% | Added |