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 |
|---|---|---|---|---|---|
| Excalibur Management Corp | 59,663 | $9.84M | 5.10% | −566−0.9% | Reduced |
| Revolve Wealth Partners, LLC | 59,655 | $9.84M | 2.50% | −1,412−2.3% | Reduced |
| Port Capital LLC | 59,561 | $9.82M | 0.64% | −6,417−9.7% | Reduced |
| Meridian Investment Counsel Inc. | 59,464 | $9.81M | 3.72% | −1,115−1.8% | Reduced |
| AIA Group Ltd | 59,254 | $9.77M | 0.53% | +17,960+43.5% | Added |
| Merrion Investment Management Co, LLC | 59,216 | $9.76M | 9.33% | −4,796−7.5% | Reduced |
| Menlo Advisors LLC | 59,196 | $9.76M | 6.70% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 59,177 | $9.76M | 1.96% | +427+0.7% | Added |
| Hazlett, Burt & Watson, Inc. | 59,114 | $9.75M | 7.97% | −2,899−4.7% | Reduced |
| City State Bank | 59,107 | $9.75M | 5.58% | −1,052−1.7% | Reduced |
| First United Bank Trust | 59,092 | $9.74M | 4.57% | +36+0.1% | Added |
| Alhambra Investment Partners LLC | 59,086 | $9.74M | 6.69% | −304−0.5% | Reduced |
| Eastover Investment Advisors LLC | 59,046 | $9.74M | 5.45% | −2,205−3.6% | Reduced |
| Congress Park Capital LLC | 59,004 | $9.73M | 5.80% | −106−0.2% | Reduced |
| Investment Advisory Services Inc | 58,953 | $9.72M | 4.79% | −638−1.1% | Reduced |
| Evexia Wealth LLC | 56,013 | $9.72M | 5.24% | +56,013 | New |
| Northside Capital Management, LLC | 58,925 | $9.72M | 2.62% | +103+0.2% | Added |
| Arlington Partners LLC | 58,746 | $9.69M | 1.38% | +13,145+28.8% | Added |
| Abbot Financial Management, Inc. | 58,730 | $9.68M | 6.50% | +237+0.4% | Added |
| Private Portfolio Partners LLC | 58,722 | $9.68M | 2.62% | −2,140−3.5% | Reduced |
| Wealth Management Partners, LLC | 58,635 | $9.67M | 6.76% | +635+1.1% | Added |
| REDW Wealth LLC | 58,561 | $9.66M | 3.08% | +967+1.7% | Added |
| Accurate Wealth Management, LLC | 59,605 | $9.65M | 3.33% | +3,767+6.7% | Added |
| HNP Capital LLC | 58,504 | $9.65M | 2.69% | −283−0.5% | Reduced |
| Abundance Wealth Counselors | 58,460 | $9.64M | 2.44% | +4,271+7.9% | Added |
| Lafayette Investments, Inc. | 58,437 | $9.64M | 2.67% | +55+0.1% | Added |
| Eagle Capital Management, LLC | 58,413 | $9.63M | 6.29% | −996−1.7% | Reduced |
| Coston, McIsaac & Partners | 58,409 | $9.63M | 3.58% | +3,234+5.9% | Added |
| McLean Asset Management Corp | 58,388 | $9.63M | 3.96% | −1,613−2.7% | Reduced |
| Fairfield Financial Advisors, LTD | 59,178 | $9.61M | 4.16% | +56+0.1% | Added |
| Clearwater Capital Advisors, LLC | 58,219 | $9.60M | 1.17% | −4,021−6.5% | Reduced |
| KLCM Advisors, Inc. | 58,196 | $9.60M | 1.90% | +8,490+17.1% | Added |
| Vectors Research Management, LLC | 58,172 | $9.59M | 2.47% | −618−1.1% | Reduced |
| Altfest L J & Co Inc | 58,134 | $9.59M | 1.50% | +2,016+3.6% | Added |
| Valley Brook Capital Group | 58,094 | $9.58M | 8.83% | −154−0.3% | Reduced |
| Stiles Financial Services Inc | 58,058 | $9.57M | 5.14% | −7,978−12.1% | Reduced |
| Ashburton (Jersey) Ltd | 57,983 | $9.56M | 4.51% | −1,449−2.4% | Reduced |
| Barometer Capital Management Inc. | 57,940 | $9.55M | 2.45% | +57,940 | New |
| Strategic Financial Concepts, LLC | 57,916 | $9.55M | 3.85% | +57,916 | New |
| Caldwell Sutter Capital, Inc. | 57,911 | $9.55M | 6.96% | +1,339+2.4% | Added |
| Amplius Wealth Advisors, LLC | 57,869 | $9.54M | 1.37% | +132+0.2% | Added |
| Catalyst Financial Partners LLC | 57,853 | $9.54M | 4.08% | +7,851+15.7% | Added |
| Boston Research & Management Inc | 57,820 | $9.53M | 2.85% | +114+0.2% | Added |
| Satovsky Asset Management LLC | 57,810 | $9.53M | 3.55% | +1,096+1.9% | Added |
| Litman Gregory Asset Management LLC | 57,810 | $9.53M | 3.55% | +50,443+684.7% | Added |
| Marathon Capital Management | 57,518 | $9.48M | 2.33% | −308−0.5% | Reduced |
| Exeter Financial, LLC | 58,507 | $9.48M | 4.75% | +864+1.5% | Added |
| Austin Private Wealth, LLC | 57,419 | $9.47M | 1.51% | +257+0.4% | Added |
| Capital Performance Advisors LLP | 57,361 | $9.46M | 5.08% | +1,345+2.4% | Added |
| Verition Fund Management LLC | 57,330 | $9.45M | 0.15% | −52,267−47.7% | Reduced |
| Heartland Bank & Trust Co | 57,297 | $9.45M | 7.14% | +448+0.8% | Added |
| Mark Sheptoff Financial Planning, LLC | 57,168 | $9.43M | 5.47% | +131+0.2% | Added |
| Burke & Herbert Bank & Trust Co | 57,029 | $9.40M | 6.91% | −1,235−2.1% | Reduced |
| Roman Butler Fullerton & Co | 57,343 | $9.39M | 4.67% | +1,821+3.3% | Added |
| Delta Asset Management LLC | 56,934 | $9.39M | 0.99% | +416+0.7% | Added |
| Cottage Street Advisors LLC | 56,904 | $9.38M | 7.30% | −4,964,253−98.9% | Reduced |
| Lincoln Capital LLC | 56,929 | $9.38M | 2.58% | +661+1.2% | Added |
| SJS Investment Consulting Inc. | 56,894 | $9.38M | 2.56% | +1,436+2.6% | Added |
| Clay Northam Wealth Management, LLC | 56,873 | $9.38M | 9.65% | −371−0.6% | Reduced |
| Auxano Advisors, LLC | 56,766 | $9.36M | 3.74% | +564+1.0% | Added |
| Global Trust Asset Management, LLC | 56,653 | $9.34M | 4.46% | +951+1.7% | Added |
| Alkeon Capital Management LLC | 56,627 | $9.34M | 0.06% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 55,003 | $9.33M | 2.82% | +55,003 | New |
| NovaPoint Capital, LLC | 56,535 | $9.32M | 3.82% | +362+0.6% | Added |
| Trinity Legacy Partners, LLC | 56,455 | $9.31M | 3.50% | +4,104+7.8% | Added |
| Jupiter Wealth Management LLC | 56,375 | $9.30M | 8.56% | +3,048+5.7% | Added |
| Round Rock Advisors, LLC | 56,374 | $9.30M | 3.56% | +840+1.5% | Added |
| McIlrath & Eck, LLC | 56,373 | $9.30M | 2.17% | −2,372−4.0% | Reduced |
| Baldrige Asset Management LLC | 56,346 | $9.29M | 3.81% | −3,290−5.5% | Reduced |
| Trust Investment Advisors | 56,325 | $9.29M | 8.32% | −88−0.2% | Reduced |
| Timber Creek Capital Management LLC | 56,238 | $9.27M | 3.31% | −210.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 56,185 | $9.27M | 3.56% | −5,015−8.2% | Reduced |
| Martin & Co Inc | 56,100 | $9.25M | 2.38% | −10,482−15.7% | Reduced |
| Waddell & Associates, LLC | 55,990 | $9.23M | 1.44% | −1,136−2.0% | Reduced |
| Vivaldi Capital Management, LLC | 55,918 | $9.22M | 2.79% | −6,592−10.5% | Reduced |
| Asset Management Advisors, LLC | 55,857 | $9.21M | 8.80% | −715−1.3% | Reduced |
| Headinvest, LLC | 55,842 | $9.21M | 2.02% | −2,735−4.7% | Reduced |
| Sovereign Financial Group, Inc. | 55,817 | $9.20M | 3.42% | −4,781−7.9% | Reduced |
| N.E.W. Advisory Services LLC | 55,813 | $9.20M | 1.34% | −4,398−7.3% | Reduced |
| Graphene Investments SAS | 55,800 | $9.20M | 6.15% | +11,800+26.8% | Added |
| Cherry Creek Investment Advisors, Inc. | 55,770 | $9.20M | 6.74% | −249−0.4% | Reduced |
| Columbia Trust Co 01012016 | 55,748 | $9.19M | 5.31% | −12,416−18.2% | Reduced |
| Stokes Capital Advisors, LLC | 55,703 | $9.19M | 3.12% | −1,257−2.2% | Reduced |
| Nkcfo LLC | 55,600 | $9.17M | 4.42% | 00.0% | Unchanged |
| Beacon Financial Group | 56,551 | $9.16M | 1.28% | −2,511−4.3% | Reduced |
| Atticus Wealth Management, LLC | 55,543 | $9.16M | 3.50% | −7,419−11.8% | Reduced |
| Allstate Corp | 55,517 | $9.15M | 0.68% | −610,320−91.7% | Reduced |
| White Pine Capital LLC | 55,505 | $9.15M | 3.56% | −1,192−2.1% | Reduced |
| Lincoln Capital Corp | 55,361 | $9.13M | 5.30% | −2,400−4.2% | Reduced |
| LBMC Investment Advisors, LLC | 55,348 | $9.13M | 0.92% | +1,611+3.0% | Added |
| Zimmermann Investment Management & Planning LLC | 55,261 | $9.11M | 4.76% | +8,976+19.4% | Added |
| Alaethes Wealth LLC | 55,247 | $9.11M | 5.34% | −5,939−9.7% | Reduced |
| Chilton Investment Co LLC | 55,219 | $9.11M | 0.28% | +2,654+5.0% | Added |
| Connolly Sarah T. | 55,216 | $9.11M | 5.77% | −880−1.6% | Reduced |
| Connable Office Inc | 55,197 | $9.10M | 1.32% | −1,378−2.4% | Reduced |
| Silverlake Wealth Management LLC | 55,179 | $9.10M | 5.52% | +172+0.3% | Added |
| Carl P. Sherr & Co., LLC | 55,163 | $9.10M | 6.52% | −210.0% | Reduced |
| Barry Investment Advisors, LLC | 55,137 | $9.09M | 2.98% | −200−0.4% | Reduced |
| Peninsula Asset Management Inc | 54,976 | $9.07M | 5.68% | −1,225−2.2% | Reduced |
| Arden Trust Co | 54,971 | $9.06M | 1.64% | −9,002−14.1% | Reduced |