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 |
|---|---|---|---|---|---|
| Cheviot Value Management, LLC | 49,529 | $8.17M | 1.97% | +1,936+4.1% | Added |
| Marino, Stram & Associates LLC | 49,506 | $8.16M | 2.47% | −2,929−5.6% | Reduced |
| Waypoint Capital Advisors, LLC | 49,483 | $8.16M | 2.66% | −1,397−2.7% | Reduced |
| TAP Consulting, LLC | 49,450 | $8.15M | 2.00% | −1,323−2.6% | Reduced |
| Richmond Brothers, Inc. | 49,439 | $8.15M | 13.76% | −15,775−24.2% | Reduced |
| D.B. Root & Company, LLC | 49,439 | $8.15M | 3.21% | −1,329−2.6% | Reduced |
| 626 Financial, LLC | 49,413 | $8.15M | 5.40% | +1,791+3.8% | Added |
| Marathon Trading Investment Management LLC | 49,380 | $8.14M | 3.86% | −36,635−42.6% | Reduced |
| RPg Family Wealth Advisory, LLC | 49,354 | $8.14M | 4.47% | +1,589+3.3% | Added |
| Spirit of America Management Corp | 49,332 | $8.13M | 1.82% | −4,500−8.4% | Reduced |
| Key Client Fiduciary Advisors, LLC | 49,271 | $8.12M | 5.07% | +853+1.8% | Added |
| Family Legacy, Inc. | 49,232 | $8.12M | 3.47% | +878+1.8% | Added |
| Patron Partners Advisors, LLC | 49,214 | $8.12M | 5.99% | +189+0.4% | Added |
| Naviter Wealth, LLC | 49,170 | $8.11M | 2.84% | −10,558−17.7% | Reduced |
| Dover Advisors, LLC | 49,146 | $8.10M | 7.79% | +5,368+12.3% | Added |
| Hilltop Holdings Inc. | 49,092 | $8.10M | 1.10% | −127,940−72.3% | Reduced |
| Diversified, LLC | 49,059 | $8.09M | 2.90% | −8,821−15.2% | Reduced |
| Clear Street Markets LLC | 49,000 | $8.08M | 2.24% | +45,700+1,384.8% | Added |
| Lindenwold Advisors | 48,972 | $8.08M | 5.01% | +295+0.6% | Added |
| Buck Wealth Strategies, LLC | 48,972 | $8.08M | 3.94% | +48,972 | New |
| Bridgeworth, LLC | 48,933 | $8.07M | 1.02% | −3,490−6.7% | Reduced |
| Atlas Private Wealth Advisors | 48,919 | $8.07M | 3.73% | −1,233−2.5% | Reduced |
| Retirement Planning Co of New England, Inc. | 48,910 | $8.07M | 4.91% | −1,249−2.5% | Reduced |
| Highline Wealth Partners LLC | 48,820 | $8.05M | 5.50% | +3,344+7.4% | Added |
| Davidson Trust Co | 48,810 | $8.05M | 6.20% | +714+1.5% | Added |
| Strong Tower Advisory Services | 48,777 | $8.04M | 4.24% | +488+1.0% | Added |
| Prosperity Financial Group, Inc. | 48,754 | $8.04M | 8.14% | −9,843−16.8% | Reduced |
| CNB Bank | 48,728 | $8.04M | 4.89% | −1,117−2.2% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 49,356 | $8.01M | 1.83% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 48,568 | $8.01M | 7.55% | −7,200−12.9% | Reduced |
| Sandhill Capital Partners LLC | 48,462 | $7.99M | 0.77% | +2,282+4.9% | Added |
| BHK Investment Advisors, LLC | 48,437 | $7.99M | 3.49% | +1,292+2.7% | Added |
| Lynch & Associates | 48,309 | $7.97M | 2.09% | +1,222+2.6% | Added |
| Wealthquest Corp | 48,274 | $7.96M | 1.03% | −1,038−2.1% | Reduced |
| Benedetti & Gucer, Inc. | 48,198 | $7.95M | 4.56% | +32,130+200.0% | Added |
| Gs Investments, Inc. | 48,174 | $7.94M | 4.59% | +150.0% | Added |
| Cypress Capital, LLC | 48,149 | $7.94M | 2.48% | −8,018−14.3% | Reduced |
| Baker Ellis Asset Management LLC | 48,065 | $7.93M | 1.42% | −2,521−5.0% | Reduced |
| Algert Global LLC | 48,017 | $7.92M | 0.37% | +1,001+2.1% | Added |
| Clarus Wealth Advisors | 48,016 | $7.91M | 4.97% | −6,223−11.5% | Reduced |
| Owen LaRue, LLC | 62,550 | $7.90M | 8.55% | 00.0% | Unchanged |
| DAGCO, Inc. | 47,924 | $7.90M | 4.24% | −256−0.5% | Reduced |
| Thompson Investment Management, Inc. | 47,922 | $7.90M | 1.34% | +2,455+5.4% | Added |
| Pacific Wealth Strategies Group, Inc. | 47,855 | $7.89M | 9.01% | −4,705−9.0% | Reduced |
| Jmac Enterprises LLC | 47,841 | $7.89M | 2.00% | +707+1.5% | Added |
| Atlas Private Wealth Management | 47,835 | $7.89M | 4.74% | +3,128+7.0% | Added |
| Analyst IMS Investment Management Services Ltd. | 48,562 | $7.88M | 0.60% | −1,396−2.8% | Reduced |
| Riverview Trust Co | 47,759 | $7.88M | 7.24% | −241−0.5% | Reduced |
| Redwood Investments, LLC | 47,757 | $7.88M | 1.01% | +288+0.6% | Added |
| Samalin Investment Counsel, LLC | 47,722 | $7.87M | 4.75% | −3,509−6.8% | Reduced |
| Purus Wealth Management, LLC | 47,611 | $7.85M | 6.20% | −435−0.9% | Reduced |
| Ruggaard & Associates LLC | 47,445 | $7.82M | 4.83% | +47,445 | New |
| HWG Holdings LP | 47,387 | $7.81M | 4.46% | −3,779−7.4% | Reduced |
| Paragon Wealth Strategies, LLC | 47,285 | $7.80M | 4.75% | +55+0.1% | Added |
| Buffington Mohr McNeal | 47,280 | $7.80M | 1.79% | −199−0.4% | Reduced |
| Truepoint, Inc. | 47,274 | $7.80M | 0.27% | −7,806−14.2% | Reduced |
| Geller Advisors LLC | 47,265 | $7.79M | 1.15% | +9,268+24.4% | Added |
| Childress Capital Advisors, LLC | 47,229 | $7.79M | 3.43% | −4,107−8.0% | Reduced |
| Cornerstone Capital, Inc. | 47,182 | $7.78M | 0.94% | −1,590−3.3% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 44,808 | $7.78M | 3.55% | −982−2.1% | Reduced |
| Highview Capital Management LLC | 47,078 | $7.76M | 4.48% | +3,359+7.7% | Added |
| Vigilare Wealth Management | 47,002 | $7.75M | 4.38% | −3,122−6.2% | Reduced |
| EFG Asset Management (North America) Corp. | 47,012 | $7.75M | 1.71% | −4,886−9.4% | Reduced |
| Quantbot Technologies LP | 46,992 | $7.75M | 0.55% | −29,221−38.3% | Reduced |
| Ceera Investments, LLC | 46,828 | $7.72M | 4.93% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 46,808 | $7.72M | 3.02% | +174+0.4% | Added |
| Wealth Alliance Advisory Group, LLC | 46,790 | $7.72M | 2.89% | +641+1.4% | Added |
| Banta Asset Management LP | 53,461 | $7.71M | 8.96% | −147−0.3% | Reduced |
| Pine Haven Investment Counsel, Inc | 46,640 | $7.69M | 8.07% | −414−0.9% | Reduced |
| Walleye Capital LLC | 46,537 | $7.67M | 0.16% | +46,537 | New |
| Investmark Advisory Group LLC | 46,506 | $7.67M | 5.63% | −289−0.6% | Reduced |
| Pettinga Financial Advisors, LLC | 46,498 | $7.67M | 2.39% | +22,179+91.2% | Added |
| HBW Advisory Services LLC | 46,556 | $7.67M | 1.91% | −1,826−3.8% | Reduced |
| Financial Council Asset Management Inc | 46,494 | $7.67M | 6.25% | −200.0% | Reduced |
| CVA Family Office, LLC | 46,441 | $7.66M | 1.71% | +1,832+4.1% | Added |
| AlphaCore Capital LLC | 46,404 | $7.65M | 2.03% | +1,492+3.3% | Added |
| JT Stratford LLC | 46,358 | $7.64M | 2.20% | −5,165−10.0% | Reduced |
| White Pine Investment CO | 46,309 | $7.64M | 2.74% | −1,271−2.7% | Reduced |
| Waterfront Wealth Inc. | 46,301 | $7.64M | 2.49% | −2,959−6.0% | Reduced |
| Wolf Group Capital Advisors | 46,300 | $7.63M | 3.79% | −4,304−8.5% | Reduced |
| Stansberry Asset Management, LLC | 46,261 | $7.63M | 1.48% | −12,808−21.7% | Reduced |
| Old North State Trust, LLC | 46,247 | $7.63M | 5.28% | +298+0.6% | Added |
| Tanaka Capital Management Inc | 46,235 | $7.62M | 22.14% | −85−0.2% | Reduced |
| Van Leeuwen & Company, LLC | 46,229 | $7.62M | 5.12% | +1,285+2.9% | Added |
| Empire Financial Management Company, LLC | 46,220 | $7.62M | 3.11% | +46,220 | New |
| Seelaus Asset Management LLC | 45,689 | $7.61M | 5.74% | −616−1.3% | Reduced |
| Clear Creek Financial Management, LLC | 46,124 | $7.61M | 1.44% | −433−0.9% | Reduced |
| Kowal Investment Group, LLC | 46,101 | $7.60M | 2.15% | +2,447+5.6% | Added |
| Sax Wealth Advisors, LLC | 46,062 | $7.60M | 1.65% | −1,030−2.2% | Reduced |
| CV Advisors LLC | 46,027 | $7.59M | 7.20% | −1,050−2.2% | Reduced |
| Studio Investment Management LLC | 45,859 | $7.56M | 2.28% | −1,905−4.0% | Reduced |
| Spouting Rock Asset Management, LLC | 45,857 | $7.56M | 2.67% | +22,136+93.3% | Added |
| United Bank | 45,830 | $7.56M | 4.43% | −1,757−3.7% | Reduced |
| RBA Wealth Management, LLC | 45,749 | $7.54M | 3.76% | +1,075+2.4% | Added |
| Sterling Financial Group, Inc. | 58,048 | $7.54M | 5.78% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 45,666 | $7.53M | 4.07% | +30.0% | Added |
| Boyd Watterson Asset Management LLC | 45,647 | $7.53M | 3.06% | −1,965−4.1% | Reduced |
| LCM Capital Management Inc | 45,641 | $7.53M | 6.57% | +1,568+3.6% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 45,632 | $7.52M | 1.96% | +860+1.9% | Added |
| Waterloo Capital, L.P. | 45,603 | $7.52M | 2.33% | +45,603 | New |