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 |
|---|---|---|---|---|---|
| Bonness Enterprises Inc | 54,940 | $9.06M | 4.03% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 54,911 | $9.05M | 5.91% | +3,411+6.6% | Added |
| NEIRG Wealth Management, LLC | 54,703 | $9.02M | 1.56% | −1,023−1.8% | Reduced |
| Palogic Value Management, L.P. | 54,524 | $8.99M | 4.40% | −1,486−2.7% | Reduced |
| Family Capital Trust Co | 54,517 | $8.99M | 3.48% | −877−1.6% | Reduced |
| Aspen Grove Capital, LLC | 54,499 | $8.99M | 3.93% | +4,949+10.0% | Added |
| Tradewinds, LLC. | 54,490 | $8.99M | 5.44% | +54,490 | New |
| Per Stirling Capital Management, LLC. | 54,488 | $8.99M | 1.94% | −2,444−4.3% | Reduced |
| Channel Wealth LLC | 54,472 | $8.98M | 5.78% | +54,472 | New |
| ORG Partners LLC | 54,164 | $8.98M | 2.19% | +54,164 | New |
| Gunderson Capital Management Inc. | 54,436 | $8.98M | 6.67% | +50,436+1,260.9% | Added |
| Alera Investment Advisors, LLC | 54,432 | $8.98M | 2.07% | −607−1.1% | Reduced |
| First Business Financial Services, Inc. | 54,273 | $8.95M | 1.12% | −74−0.1% | Reduced |
| Rock Point Advisors, LLC | 54,218 | $8.94M | 3.04% | −3,254−5.7% | Reduced |
| Gilbert & Cook, Inc. | 54,220 | $8.94M | 1.54% | +334+0.6% | Added |
| MTM Investment Management, LLC | 54,130 | $8.93M | 4.58% | −798−1.5% | Reduced |
| Spinnaker Investment Group, LLC | 54,110 | $8.92M | 3.14% | +653+1.2% | Added |
| Garner Asset Management Corp | 54,024 | $8.91M | 4.22% | +301+0.6% | Added |
| First National Trust Co | 660,447 | $8.91M | 0.47% | +49,449+8.1% | Added |
| McMahon Financial Advisors, LLC | 53,988 | $8.90M | 2.93% | +80+0.1% | Added |
| Pacifica Partners Inc. | 54,255 | $8.90M | 5.36% | −147−0.3% | Reduced |
| Invst, LLC | 52,804 | $8.89M | 1.38% | −5,344−9.2% | Reduced |
| jvl associates llc | 53,920 | $8.89M | 4.69% | +1,011+1.9% | Added |
| Horizon Investment Services, LLC | 53,918 | $8.89M | 5.71% | −6,884−11.3% | Reduced |
| First County Bank | 53,916 | $8.89M | 4.36% | +1,518+2.9% | Added |
| LWMG, LLC | 53,760 | $8.87M | 2.78% | −2,916−5.1% | Reduced |
| Archford Capital Strategies, LLC | 54,115 | $8.86M | 1.85% | −1,705−3.1% | Reduced |
| Silvia McColl Wealth Management, LLC | 53,698 | $8.85M | 8.78% | −212−0.4% | Reduced |
| SYSTM Wealth Solutions LLC | 53,602 | $8.84M | 1.36% | −12,353−18.7% | Reduced |
| Aurora Investment Managers, LLC. | 53,572 | $8.83M | 7.67% | −3,678−6.4% | Reduced |
| Paradiem, LLC | 53,547 | $8.83M | 2.74% | 00.0% | Unchanged |
| Carlson Capital Management | 53,490 | $8.82M | 0.57% | −274−0.5% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 53,486 | $8.82M | 5.05% | +209+0.4% | Added |
| Modus Advisors, LLC | 53,473 | $8.82M | 4.06% | −141−0.3% | Reduced |
| Laraway Financial Inc | 53,460 | $8.82M | 8.93% | −2,561−4.6% | Reduced |
| Integrated Investment Consultants, LLC | 53,356 | $8.80M | 2.76% | −1,395−2.5% | Reduced |
| Searcy Financial Services Inc | 53,303 | $8.79M | 5.42% | +1,665+3.2% | Added |
| Blue Zone Wealth Advisors, LLC | 53,245 | $8.78M | 4.69% | −459−0.9% | Reduced |
| Armstrong Shaw Associates Inc | 53,207 | $8.77M | 8.61% | −1,180−2.2% | Reduced |
| Paradigm Asset Management Co LLC | 53,196 | $8.77M | 2.41% | −50−0.1% | Reduced |
| Rede Wealth, LLC | 53,076 | $8.75M | 4.56% | −79−0.1% | Reduced |
| Scissortail Wealth Management, LLC | 53,015 | $8.74M | 7.88% | +53,015 | New |
| Eukles Asset Management | 52,961 | $8.73M | 4.75% | −285−0.5% | Reduced |
| Financial Enhancement Group LLC | 50,697 | $8.72M | 1.70% | −7,018−12.2% | Reduced |
| Blueprint Investment Partners LLC | 52,883 | $8.72M | 1.99% | +41,383+359.9% | Added |
| Marshall Financial Group LLC | 52,879 | $8.72M | 3.13% | +158+0.3% | Added |
| Chesapeake Wealth Management | 52,823 | $8.71M | 3.63% | −487−0.9% | Reduced |
| Everhart Financial Group, Inc. | 52,809 | $8.71M | 3.91% | +15,349+41.0% | Added |
| Ellerson Group Inc | 52,661 | $8.68M | 9.41% | −220−0.4% | Reduced |
| Ballast, Inc. | 52,656 | $8.68M | 3.56% | −334−0.6% | Reduced |
| Charles Carroll Financial Partners, LLC | 52,584 | $8.67M | 13.29% | −640−1.2% | Reduced |
| AlphaStar Capital Management, LLC | 52,575 | $8.67M | 0.74% | −52,103−49.8% | Reduced |
| Advanced Asset Management Advisors Inc | 52,530 | $8.66M | 2.11% | +100+0.2% | Added |
| Intact Investment Management Inc. | 52,500 | $8.66M | 0.36% | +1,400+2.7% | Added |
| Cross Staff Investments Inc | 52,396 | $8.64M | 8.55% | −1,178−2.2% | Reduced |
| Portland Global Advisors LLC | 52,257 | $8.62M | 1.48% | −2,632−4.8% | Reduced |
| L2 Asset Management, LLC | 52,105 | $8.59M | 5.14% | +6,161+13.4% | Added |
| Peak Financial Management, Inc. | 52,010 | $8.58M | 3.19% | −77−0.1% | Reduced |
| Monetta Financial Services Inc | 52,000 | $8.57M | 9.17% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 51,995 | $8.57M | 1.42% | +2,168+4.4% | Added |
| Levy Wealth Management Group, LLC | 51,950 | $8.57M | 2.64% | +1,118+2.2% | Added |
| High Falls Advisors, Inc | 51,888 | $8.56M | 2.55% | +1,404+2.8% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 51,872 | $8.55M | 2.94% | +2,885+5.9% | Added |
| Cim Investment Mangement Inc | 51,850 | $8.55M | 3.16% | +2,170+4.4% | Added |
| TFC Financial Management | 51,817 | $8.54M | 2.21% | +2,007+4.0% | Added |
| William Allan, LLC | 51,740 | $8.53M | 6.77% | −58−0.1% | Reduced |
| Planning Alternatives Ltd | 51,665 | $8.52M | 1.66% | −1,056−2.0% | Reduced |
| Advisory Research Inc | 51,610 | $8.51M | 1.40% | −55,146−51.7% | Reduced |
| Calton & Associates, Inc. | 51,569 | $8.50M | 3.95% | −28,975−36.0% | Reduced |
| Marvin & Palmer Associates Inc | 51,568 | $8.50M | 4.28% | +5,203+11.2% | Added |
| Ambassador Advisors, LLC | 48,929 | $8.50M | 1.93% | +13,575+38.4% | Added |
| Triad Financial Advisors, Inc. | 51,405 | $8.48M | 3.69% | −1,994−3.7% | Reduced |
| Norway Savings Bank | 51,216 | $8.45M | 4.26% | −461−0.9% | Reduced |
| Gateway Advisory, LLC | 51,207 | $8.44M | 1.88% | +1,453+2.9% | Added |
| Centerpoint Advisors, LLC | 51,202 | $8.44M | 3.67% | +3,831+8.1% | Added |
| Mystic Asset Management, Inc. | 51,064 | $8.42M | 4.65% | −1,172−2.2% | Reduced |
| Affiance Financial, LLC | 51,039 | $8.42M | 4.45% | −314−0.6% | Reduced |
| Next Level Private LLC | 50,993 | $8.41M | 6.62% | −335−0.7% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 52,150 | $8.39M | 3.50% | −38,943−42.8% | Reduced |
| Walkner Condon Financial Advisors LLC | 50,850 | $8.38M | 2.35% | +1,207+2.4% | Added |
| Kathmere Capital Management, LLC | 50,790 | $8.38M | 1.37% | +1,648+3.4% | Added |
| Cambridge Advisors Inc. | 50,763 | $8.37M | 2.14% | −1,111−2.1% | Reduced |
| TSFG, LLC | 50,739 | $8.37M | 3.10% | −792−1.5% | Reduced |
| Ayalon Holdings Ltd. | 50,637 | $8.35M | 3.60% | +790+1.6% | Added |
| Concentric Wealth Management, LLC | 50,505 | $8.33M | 2.76% | +2,031+4.2% | Added |
| Genesee Capital Advisors, LLC | 50,477 | $8.32M | 5.91% | −1,146−2.2% | Reduced |
| Cohen Investment Advisors LLC | 50,465 | $8.32M | 6.58% | −527−1.0% | Reduced |
| Alan B. Lancz & Associates, Inc. | 50,464 | $8.32M | 8.63% | −685−1.3% | Reduced |
| Kozak & Associates, Inc. | 50,394 | $8.31M | 3.73% | +1,228+2.5% | Added |
| North Growth Management Ltd. | 50,000 | $8.30M | 1.77% | −1,000−2.0% | Reduced |
| Group One Trading, L.P. | 50,262 | $8.29M | 0.39% | −424,822−89.4% | Reduced |
| Wambolt & Associates, LLC | 118,313 | $8.26M | 2.93% | −5,375−4.3% | Reduced |
| Capstone Investment Advisors, LLC | 50,000 | $8.24M | 0.25% | −139,459−73.6% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 50,000 | $8.24M | 2.46% | 00.0% | Unchanged |
| Bright Rock Capital Management, LLC | 50,000 | $8.24M | 2.06% | +20,000+66.7% | Added |
| Shepherd Kaplan Krochuk, LLC | 49,818 | $8.21M | 7.24% | −68−0.1% | Reduced |
| Kemnay Advisory Services Inc. | 49,765 | $8.21M | 4.15% | −48,468−49.3% | Reduced |
| Lebenthal Global Advisors, LLC | 49,762 | $8.21M | 2.51% | +551+1.1% | Added |
| Acima Private Wealth, LLC | 49,697 | $8.20M | 4.02% | +1,699+3.5% | Added |
| Coastal Capital Group, Inc. | 49,692 | $8.19M | 1.86% | +853+1.7% | Added |