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 11 sales; 6,152 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 | 6,152 | $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 |
|---|---|---|---|---|---|
| St. Johns Investment Management Company, LLC | 64,165 | $10.6M | 6.15% | −3,227−4.8% | Reduced |
| Summit Financial Strategies, Inc. | 64,113 | $10.6M | 2.08% | −410−0.6% | Reduced |
| Harbor Advisory Corp | 64,005 | $10.6M | 4.03% | −1,370−2.1% | Reduced |
| Thomas Story & Son LLC | 63,962 | $10.5M | 5.11% | +250+0.4% | Added |
| Beech Hill Advisors, Inc. | 63,874 | $10.5M | 5.31% | −1,300−2.0% | Reduced |
| IMS Capital Management | 63,857 | $10.5M | 6.27% | −370−0.6% | Reduced |
| Greenfield Savings Bank | 63,825 | $10.5M | 6.84% | −1,587−2.4% | Reduced |
| Bruce & Co., Inc. | 63,801 | $10.5M | 2.87% | −699−1.1% | Reduced |
| Garden State Investment Advisory Services LLC | 63,789 | $10.5M | 5.34% | +391+0.6% | Added |
| NWK Group, Inc. | 63,765 | $10.5M | 6.83% | −150.0% | Reduced |
| Vanguard Capital Wealth Advisors | 63,735 | $10.5M | 10.47% | −443−0.7% | Reduced |
| Baystate Wealth Management LLC | 63,634 | $10.5M | 0.91% | −6,000−8.6% | Reduced |
| Centric Wealth Management | 63,612 | $10.5M | 4.55% | −5,015−7.3% | Reduced |
| Once Capital Management, LLC | 63,450 | $10.5M | 11.14% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 63,406 | $10.5M | 2.70% | −547−0.9% | Reduced |
| Meritas Wealth Management, LLC | 63,387 | $10.5M | 8.22% | +650+1.0% | Added |
| Royal Fund Management, LLC | 63,266 | $10.4M | 1.57% | −2,077−3.2% | Reduced |
| Advisor Resource Council | 64,681 | $10.4M | 2.62% | +19,727+43.9% | Added |
| Peninsula Wealth, LLC | 63,128 | $10.4M | 3.00% | +520+0.8% | Added |
| Castle Rock Wealth Management, LLC | 60,556 | $10.4M | 3.72% | −643−1.1% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 63,048 | $10.4M | 5.54% | +1,477+2.4% | Added |
| DeDora Capital, Inc. | 63,009 | $10.4M | 4.43% | −1,062−1.7% | Reduced |
| CloudAlpha Capital Management Limited/Hong Kong | 63,000 | $10.4M | 1.87% | +63,000 | New |
| Keel Point, LLC | 62,930 | $10.4M | 1.50% | +6,847+12.2% | Added |
| Darwin Advisors, LLC | 62,803 | $10.4M | 2.81% | −4,968−7.3% | Reduced |
| Poehling Capital Management, LLC | 62,907 | $10.4M | 3.50% | −220.0% | Reduced |
| Andesa Financial Management Inc. | 116,796 | $10.4M | 5.38% | +56,869+94.9% | Added |
| ICICI Prudential Asset Management Co Ltd | 62,814 | $10.4M | 1.55% | +13,279+26.8% | Added |
| Compton Wealth Advisory Group, LLC | 62,771 | $10.4M | 3.58% | +150+0.2% | Added |
| WealthBridge Capital Management, LLC | 62,758 | $10.3M | 4.12% | −903−1.4% | Reduced |
| James J. Burns & Company, LLC | 62,730 | $10.3M | 2.67% | +37,450+148.1% | Added |
| Capital Insight Partners, LLC | 62,686 | $10.3M | 2.43% | +970+1.6% | Added |
| Flynn Zito Capital Management, LLC | 62,666 | $10.3M | 7.51% | −2,769−4.2% | Reduced |
| High Net Worth Advisory Group LLC | 62,625 | $10.3M | 4.21% | −230.0% | Reduced |
| Blue Edge Capital, LLC | 62,596 | $10.3M | 2.23% | −125−0.2% | Reduced |
| Bryant Woods Investment Advisors, LLC | 62,540 | $10.3M | 7.97% | +4,320+7.4% | Added |
| TCWP LLC | 62,421 | $10.3M | 1.95% | −12,024−16.2% | Reduced |
| Strait & Sound Wealth Management LLC | 62,420 | $10.3M | 10.23% | +2,236+3.7% | Added |
| Schonfeld Strategic Advisors LLC | 62,330 | $10.3M | 0.10% | −292,048−82.4% | Reduced |
| Hollow Brook Wealth Management LLC | 62,169 | $10.3M | 4.86% | −4,031−6.1% | Reduced |
| Texas Capital Bancshares Inc | 62,130 | $10.2M | 6.41% | +4,428+7.7% | Added |
| Bellevue Asset Management, LLC | 62,030 | $10.2M | 6.94% | −1,200−1.9% | Reduced |
| WNY Asset Management, LLC | 62,004 | $10.2M | 2.43% | −628−1.0% | Reduced |
| Brown Capital Management LLC | 61,952 | $10.2M | 0.15% | +915+1.5% | Added |
| Sculati Wealth Management, LLC | 61,898 | $10.2M | 5.42% | +643+1.0% | Added |
| Horizon Wealth Management, LLC | 61,867 | $10.2M | 7.65% | +4,887+8.6% | Added |
| Wisconsin Capital Management LLC | 61,856 | $10.2M | 6.95% | −70.0% | Reduced |
| American Investment Services, Inc. | 78,422 | $10.2M | 2.10% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 61,739 | $10.2M | 7.43% | +1,035+1.7% | Added |
| Platte River Wealth Advisors, LLC | 61,668 | $10.2M | 3.90% | −4,097−6.2% | Reduced |
| CWS Financial Advisors, LLC | 61,658 | $10.2M | 4.05% | −79−0.1% | Reduced |
| Sage Rhino Capital LLC | 61,648 | $10.2M | 2.97% | +692+1.1% | Added |
| Sanders Morris Harris LLC | 61,500 | $10.1M | 3.54% | −66,318−51.9% | Reduced |
| Cahill Financial Advisors Inc | 61,486 | $10.1M | 1.80% | +130.0% | Added |
| Vista Wealth Management Group, LLC | 61,477 | $10.1M | 1.11% | −3,338−5.2% | Reduced |
| Patriot Investment Management Inc. | 61,463 | $10.1M | 0.89% | −4,323−6.6% | Reduced |
| Mycio Wealth Partners, LLC | 61,381 | $10.1M | 3.55% | 00.0% | Unchanged |
| Kennedy Investment Group | 61,319 | $10.1M | 6.18% | −353−0.6% | Reduced |
| Oak Hill Wealth Advisors, LLC | 61,242 | $10.1M | 3.99% | −681−1.1% | Reduced |
| Citizens & Northern Corp | 61,122 | $10.1M | 3.93% | −294−0.5% | Reduced |
| Northwest Capital Management Inc | 61,113 | $10.1M | 4.89% | +8,473+16.1% | Added |
| Quantum Financial Advisors, LLC | 61,106 | $10.1M | 3.17% | −49−0.1% | Reduced |
| Baxter Bros Inc | 60,983 | $10.1M | 1.58% | −4,147−6.4% | Reduced |
| Heron Bay Capital Management | 60,965 | $10.1M | 3.91% | −1,329−2.1% | Reduced |
| Itau Unibanco Holding S.A. | 60,921 | $10.0M | 0.51% | +13,124+27.5% | Added |
| B & T Capital Management DBA Alpha Capital Management | 77,229 | $10.0M | 2.51% | 00.0% | Unchanged |
| Brick & Kyle, Associates | 60,696 | $10.0M | 5.73% | −18,360−23.2% | Reduced |
| Bulltick Wealth Management, LLC | 60,682 | $10.0M | 2.63% | −6,750−10.0% | Reduced |
| WealthBridge Investment Counsel Inc. | 60,652 | $10.0M | 4.43% | −6,058−9.1% | Reduced |
| WealthShield Partners, LLC | 60,638 | $10.0M | 1.61% | −635−1.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 60,623 | $10.0M | 4.81% | −1,725−2.8% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 62,138 | $9.99M | 7.12% | +733+1.2% | Added |
| Q Capital Solutions | 60,581 | $9.99M | 11.97% | +28,125+86.7% | Added |
| Yoder Wealth Management, Inc. | 60,492 | $9.98M | 8.29% | +60,492 | New |
| Sugarloaf Wealth Management, LLC | 60,450 | $9.97M | 2.45% | −344−0.6% | Reduced |
| Highlander Capital Management, LLC | 60,391 | $9.96M | 4.88% | +122+0.2% | Added |
| Drive Wealth Management, LLC | 60,385 | $9.96M | 4.17% | +20,836+52.7% | Added |
| Lee Johnson Capital Management, LLC | 60,371 | $9.96M | 10.29% | +5,198+9.4% | Added |
| Index Fund Advisors, Inc. | 60,259 | $9.94M | 0.68% | −513−0.8% | Reduced |
| Clarus Group, Inc. | 60,246 | $9.93M | 9.33% | +454+0.8% | Added |
| Capital Advantage, Inc. | 59,949 | $9.93M | 2.11% | −249−0.4% | Reduced |
| Connecticut Wealth Management, LLC | 60,187 | $9.92M | 0.75% | +9,009+17.6% | Added |
| Alterity Financial Group, LLC | 60,184 | $9.92M | 14.54% | −471−0.8% | Reduced |
| Harbour Investment Management LLC | 60,158 | $9.92M | 5.49% | −1,880−3.0% | Reduced |
| Strategy Asset Managers LLC | 60,097 | $9.91M | 2.42% | −644−1.1% | Reduced |
| Radnor Capital Management, LLC | 60,091 | $9.91M | 2.61% | +2,387+4.1% | Added |
| Redwood Investment Management, LLC | 60,068 | $9.90M | 1.07% | −1,731−2.8% | Reduced |
| Hall Laurie J Trustee | 60,073 | $9.90M | 4.23% | +202+0.3% | Added |
| Sound Income Strategies, LLC | 60,055 | $9.90M | 1.08% | +6,833+12.8% | Added |
| Benson Investment Management Company, Inc. | 60,020 | $9.90M | 5.66% | −395−0.7% | Reduced |
| Hudson Value Partners, LLC | 60,002 | $9.89M | 5.63% | +7,451+14.2% | Added |
| Signature Wealth Management Partners, LLC | 59,980 | $9.89M | 9.18% | −1,849−3.0% | Reduced |
| Bank Hapoalim BM | 59,937 | $9.89M | 1.36% | −5,301−8.1% | Reduced |
| Willow Creek Wealth Management Inc. | 59,895 | $9.88M | 1.52% | +701+1.2% | Added |
| McAdam, LLC | 59,786 | $9.86M | 0.89% | +12,233+25.7% | Added |
| Trail Ridge Investment Advisors, LLC | 59,775 | $9.86M | 6.43% | +1,883+3.3% | Added |
| Western Pacific Wealth Management, LP | 59,765 | $9.86M | 7.53% | +1,384+2.4% | Added |
| First Community Trust NA | 59,750 | $9.85M | 11.67% | −565−0.9% | Reduced |
| BW Gestao de Investimentos Ltda. | 59,725 | $9.85M | 1.55% | −40,250−40.3% | Reduced |
| GDS Wealth Management | 59,721 | $9.85M | 1.74% | −2,458−4.0% | Reduced |