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 |
|---|---|---|---|---|---|
| KRS Capital Management, LLC | 70,372 | $11.6M | 13.06% | −315−0.4% | Reduced |
| Georgetown University | 70,197 | $11.6M | 4.05% | +103+0.1% | Added |
| Loomis Sayles & Co L P | 70,153 | $11.6M | 0.02% | −1,608−2.2% | Reduced |
| Lederer & Associates Investment Counsel | 69,952 | $11.5M | 8.90% | −401−0.6% | Reduced |
| M. Kulyk & Associates, LLC | 69,888 | $11.5M | 3.49% | +1,637+2.4% | Added |
| TriaGen Wealth Management LLC | 69,832 | $11.5M | 5.79% | −56−0.1% | Reduced |
| Kesler, Norman & Wride, LLC | 69,724 | $11.5M | 2.90% | −608−0.9% | Reduced |
| Arbor Investment Advisors, LLC | 69,673 | $11.5M | 2.12% | −220.0% | Reduced |
| FLC Capital Advisors | 69,568 | $11.5M | 3.51% | −627−0.9% | Reduced |
| Union Heritage Capital, LLC | 69,500 | $11.5M | 6.96% | −2,000−2.8% | Reduced |
| Golden Green, Inc. | 69,493 | $11.5M | 13.44% | −417−0.6% | Reduced |
| Keudell/Morrison Wealth Management | 69,483 | $11.5M | 3.37% | +70.0% | Added |
| Stolper Co | 69,364 | $11.4M | 4.90% | +242+0.4% | Added |
| Armstrong Henry H Associates Inc | 69,312 | $11.4M | 1.39% | −3,082−4.3% | Reduced |
| Global Financial Private Client, LLC | 68,707 | $11.4M | 5.89% | −2,023−2.9% | Reduced |
| Sterling Investment Counsel, LLC | 69,186 | $11.4M | 6.78% | −790−1.1% | Reduced |
| Solstein Capital, LLC | 69,172 | $11.4M | 9.93% | −39−0.1% | Reduced |
| Gardner Lewis Asset Management L P | 69,131 | $11.4M | 4.03% | −28,538−29.2% | Reduced |
| CoreFirst Bank & Trust | 69,039 | $11.4M | 8.29% | +5,027+7.9% | Added |
| Newman Dignan & Sheerar, Inc. | 69,025 | $11.4M | 3.65% | −1,856−2.6% | Reduced |
| Charter Oak Capital Management, LLC | 68,985 | $11.4M | 1.58% | +3,107+4.7% | Added |
| Aj Wealth Strategies, LLC | 68,727 | $11.3M | 0.59% | −6,927−9.2% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 68,525 | $11.3M | 6.25% | −2,113−3.0% | Reduced |
| Baker Boyer National Bank | 68,515 | $11.3M | 4.35% | −16,038−19.0% | Reduced |
| Fortis Capital Advisors, LLC | 68,480 | $11.3M | 6.05% | +1,978+3.0% | Added |
| Bradley & Co. Private Wealth Management, LLC | 68,377 | $11.3M | 12.35% | −1,368−2.0% | Reduced |
| American Trust Investment Advisors, LLC | 68,374 | $11.3M | 6.78% | −1,343−1.9% | Reduced |
| Allegheny Financial Group LTD | 67,908 | $11.2M | 4.52% | −145−0.2% | Reduced |
| KG&L Capital Management,LLC | 67,882 | $11.2M | 5.87% | −1,982−2.8% | Reduced |
| Bridge Creek Capital Management LLC | 67,858 | $11.2M | 4.20% | +158+0.2% | Added |
| Crewe Advisors LLC | 67,858 | $11.2M | 1.63% | −99−0.1% | Reduced |
| Kaizen Financial Strategies | 67,752 | $11.2M | 11.02% | −639−0.9% | Reduced |
| Delta Investment Management, LLC | 67,695 | $11.2M | 3.19% | +524+0.8% | Added |
| Bay Rivers Group | 67,683 | $11.2M | 9.76% | +949+1.4% | Added |
| LJI Wealth Management, LLC | 67,656 | $11.2M | 3.52% | −284−0.4% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 67,621 | $11.2M | 3.36% | −1,095−1.6% | Reduced |
| Orion Capital Management LLC | 67,603 | $11.1M | 7.48% | +210.0% | Added |
| All Terrain Financial Advisors, LLC | 67,495 | $11.1M | 5.39% | −2,238−3.2% | Reduced |
| Gables Capital Management Inc. | 67,417 | $11.1M | 7.76% | −1,315−1.9% | Reduced |
| Graybill Bartz & Assoc Ltd | 67,386 | $11.1M | 5.66% | −385−0.6% | Reduced |
| Titleist Asset Management, LLC | 67,372 | $11.1M | 2.35% | +67,372 | New |
| Cable Hill Partners, LLC | 67,336 | $11.1M | 1.81% | −4,575−6.4% | Reduced |
| Bray Capital Advisors | 67,147 | $11.1M | 3.23% | −230−0.3% | Reduced |
| Hexagon Capital Partners LLC | 67,108 | $11.1M | 3.09% | −596−0.9% | Reduced |
| Y.D. More Investments Ltd | 67,050 | $11.1M | 2.68% | +13,521+25.3% | Added |
| Enterprise Bank & Trust Co | 66,913 | $11.0M | 4.77% | −1,304−1.9% | Reduced |
| Xcel Wealth Management, LLC | 66,871 | $11.0M | 3.88% | +857+1.3% | Added |
| Iron Financial, LLC | 66,841 | $11.0M | 6.05% | +90.0% | Added |
| Dudley Capital Management, LLC | 66,838 | $11.0M | 7.74% | −104−0.2% | Reduced |
| Parkside Investments, LLC | 66,766 | $11.0M | 2.07% | +9,804+17.2% | Added |
| McGinn Investment Management, Inc. | 66,744 | $11.0M | 8.38% | −4,169−5.9% | Reduced |
| Iyo Bank, Ltd. | 66,690 | $11.0M | 6.44% | 00.0% | Unchanged |
| VeraBank, N.A. | 66,685 | $11.0M | 5.12% | −4,129−5.8% | Reduced |
| Spring Capital Management, LLC | 66,605 | $11.0M | 8.84% | −103−0.2% | Reduced |
| Financial Management Network Inc | 66,186 | $11.0M | 4.40% | −974−1.5% | Reduced |
| Investment Management of Virginia LLC | 66,429 | $11.0M | 2.08% | −125−0.2% | Reduced |
| Villere St Denis J & Co LLC | 66,319 | $10.9M | 0.80% | −160−0.2% | Reduced |
| Wescott Financial Advisory Group, LLC | 66,304 | $10.9M | 2.38% | +1,148+1.8% | Added |
| Woodward Diversified Capital, LLC | 66,161 | $10.9M | 8.57% | −71−0.1% | Reduced |
| Independent Solutions Wealth Management, LLC | 66,130 | $10.9M | 3.21% | −275−0.4% | Reduced |
| Somerset Trust Co | 66,045 | $10.9M | 4.72% | −2,761−4.0% | Reduced |
| BIP Wealth, LLC | 65,933 | $10.9M | 1.20% | +65,933 | New |
| waypoint wealth counsel | 65,921 | $10.9M | 8.43% | −577−0.9% | Reduced |
| Pflug Koory, LLC | 65,898 | $10.9M | 5.91% | −203−0.3% | Reduced |
| NVWM, LLC | 65,903 | $10.9M | 3.64% | −8,989−12.0% | Reduced |
| Nixon Peabody Trust Co | 65,836 | $10.9M | 7.59% | +2,606+4.1% | Added |
| Resonant Capital Advisors, LLC | 65,828 | $10.9M | 1.23% | +2,214+3.5% | Added |
| Intelligence Driven Advisers, LLC | 66,260 | $10.9M | 1.95% | −2,885−4.2% | Reduced |
| Shulman DeMeo Asset Management LLC | 65,753 | $10.8M | 3.41% | +137+0.2% | Added |
| Advisory Alpha, LLC | 65,654 | $10.8M | 0.69% | +1,944+3.1% | Added |
| Chronos Wealth Management, LLC | 65,559 | $10.8M | 8.11% | −1,439−2.1% | Reduced |
| Optas, LLC | 65,550 | $10.8M | 3.86% | +1,268+2.0% | Added |
| Nicolet Bankshares Inc | 78,831 | $10.8M | 3.50% | −585−0.7% | Reduced |
| Montgomery Investment Management Inc | 65,370 | $10.8M | 3.81% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 65,353 | $10.8M | 7.95% | 00.0% | Unchanged |
| Nikko Asset Management Americas, Inc. | 65,702 | $10.8M | 0.12% | −1,342−2.0% | Reduced |
| Legacy Financial Advisors, Inc. | 65,310 | $10.8M | 2.20% | +6,264+10.6% | Added |
| SRS Capital Advisors, Inc. | 65,234 | $10.8M | 1.42% | +5,502+9.2% | Added |
| Wimmer Associates 1, LLC | 62,404 | $10.7M | 6.86% | −3,431−5.2% | Reduced |
| Cladis Investment Advisory, LLC | 65,108 | $10.7M | 9.65% | −940−1.4% | Reduced |
| Financial Perspectives, Inc | 65,107 | $10.7M | 5.13% | +460+0.7% | Added |
| Independence Bank of Kentucky | 65,098 | $10.7M | 4.67% | −1,045−1.6% | Reduced |
| Olistico Wealth, LLC | 65,076 | $10.7M | 10.37% | +86+0.1% | Added |
| Old Point Trust & Financial Services N A | 64,956 | $10.7M | 4.69% | +3,389+5.5% | Added |
| Consilium Wealth Advisory, LLC | 64,891 | $10.7M | 9.13% | −1,709−2.6% | Reduced |
| Coastal Bridge Advisors, LLC | 64,866 | $10.7M | 2.70% | −206−0.3% | Reduced |
| 1623 Capital LLC | 64,852 | $10.7M | 6.88% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 64,768 | $10.7M | 4.00% | −910−1.4% | Reduced |
| Consolidated Planning Corp | 64,761 | $10.7M | 2.77% | −12,151−15.8% | Reduced |
| Towercrest Capital Management | 64,737 | $10.7M | 2.22% | −290.0% | Reduced |
| Symphony Financial, Ltd. Co. | 65,528 | $10.7M | 2.76% | −375−0.6% | Reduced |
| Wealth Dimensions Group, Ltd. | 64,673 | $10.7M | 4.13% | −3,008−4.4% | Reduced |
| Morse Asset Management, Inc | 64,663 | $10.7M | 3.60% | −1,806−2.7% | Reduced |
| Peoples Financial Services Corp. | 64,644 | $10.7M | 4.98% | −226−0.3% | Reduced |
| Advocate Group LLC | 64,601 | $10.7M | 2.33% | −5,946−8.4% | Reduced |
| Alpha Family Trust | 64,485 | $10.6M | 8.42% | −775−1.2% | Reduced |
| Manhattan West Asset Management, LLC | 64,375 | $10.6M | 4.62% | +3,764+6.2% | Added |
| Jarislowsky, Fraser Ltd | 64,340 | $10.6M | 0.07% | −2,672−4.0% | Reduced |
| Finer Wealth Management, Inc. | 64,208 | $10.6M | 8.95% | +770+1.2% | Added |
| Soundwatch Capital LLC | 64,168 | $10.6M | 2.43% | +64,168 | New |