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 |
|---|---|---|---|---|---|
| Founders Capital Management | 45,567 | $7.51M | 5.75% | −228−0.5% | Reduced |
| Capital Advisors Wealth Management, LLC | 45,458 | $7.50M | 2.07% | +822+1.8% | Added |
| Curi Capital | 45,415 | $7.49M | 1.08% | −1,716−3.6% | Reduced |
| Chapman Investment Management, LLC | 45,372 | $7.48M | 6.16% | −1,778−3.8% | Reduced |
| Northcape Wealth Management, LLC | 45,321 | $7.47M | 2.70% | +15,930+54.2% | Added |
| Core Wealth Partners LLC | 45,307 | $7.47M | 7.50% | −81,236−64.2% | Reduced |
| Diversified Portfolios, Inc. | 45,295 | $7.47M | 1.66% | −335−0.7% | Reduced |
| East Coast Asset Management, LLC. | 45,292 | $7.47M | 3.29% | +84+0.2% | Added |
| Shorepoint Capital Partners LLC | 45,269 | $7.46M | 2.14% | −976−2.1% | Reduced |
| Matisse Capital | 45,267 | $7.46M | 4.82% | +11,685+34.8% | Added |
| GraniteShares Advisors LLC | 45,257 | $7.46M | 6.59% | −3,725−7.6% | Reduced |
| Oxler Private Wealth LLC | 45,220 | $7.46M | 3.68% | +63+0.1% | Added |
| Woodard & Co Asset Management Group Inc | 45,177 | $7.45M | 2.59% | +496+1.1% | Added |
| Kensington Investment Counsel, LLC | 45,106 | $7.44M | 5.61% | +723+1.6% | Added |
| Freedom Day Solutions, LLC | 45,194 | $7.44M | 3.51% | −1,423−3.1% | Reduced |
| Hixon Zuercher, LLC | 45,090 | $7.44M | 4.41% | −20,234−31.0% | Reduced |
| Reliant Investment Management, LLC | 45,072 | $7.43M | 4.69% | −78−0.2% | Reduced |
| Curated Wealth Partners LLC | 45,071 | $7.43M | 1.67% | −1,856−4.0% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 45,026 | $7.42M | 3.73% | −571−1.3% | Reduced |
| Syntegra Private Wealth Group, LLC | 45,023 | $7.42M | 1.32% | +1,013+2.3% | Added |
| Providence Wealth Advisors, LLC | 44,386 | $7.42M | 5.48% | −180−0.4% | Reduced |
| Agate Pass Investment Management, LLC | 44,895 | $7.40M | 4.84% | +342+0.8% | Added |
| Options Solutions, LLC | 44,749 | $7.38M | 8.42% | +2,964+7.1% | Added |
| Ahrens Investment Partners LLC | 44,647 | $7.36M | 3.65% | −2,851−6.0% | Reduced |
| Tranquility Partners, LLC | 44,594 | $7.35M | 3.50% | +198+0.4% | Added |
| Godshalk Welsh Capital Management, Inc. | 44,544 | $7.35M | 5.19% | −725−1.6% | Reduced |
| Summit Asset Management, LLC | 44,536 | $7.34M | 2.02% | −63−0.1% | Reduced |
| Sather Financial Group Inc | 44,452 | $7.33M | 0.64% | −113−0.3% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 44,429 | $7.33M | 4.82% | +3,941+9.7% | Added |
| Bank of Stockton | 44,397 | $7.32M | 2.55% | −6,093−12.1% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 44,356 | $7.31M | 2.32% | +649+1.5% | Added |
| Madden Securities Corp | 44,301 | $7.31M | 3.87% | −2,108−4.5% | Reduced |
| Emfo, LLC | 44,244 | $7.30M | 6.91% | +3,441+8.4% | Added |
| Keeler Thomas Management LLC | 44,225 | $7.29M | 3.43% | −10,439−19.1% | Reduced |
| Hudson Canyon Capital Management | 44,207 | $7.29M | 6.11% | +397+0.9% | Added |
| Acas, LLC | 44,171 | $7.28M | 10.45% | −1,874−4.1% | Reduced |
| 3Chopt Investment Partners, LLC | 44,110 | $7.27M | 3.88% | +6,147+16.2% | Added |
| Intrepid Financial Planning Group LLC | 44,037 | $7.26M | 3.66% | +94+0.2% | Added |
| Ninety One SA (PTY) Ltd | 44,588 | $7.26M | 1.85% | −543−1.2% | Reduced |
| LGT Capital Partners Ltd. | 43,946 | $7.25M | 0.20% | 00.0% | Unchanged |
| Planning Directions Inc | 43,939 | $7.25M | 5.39% | −2,381−5.1% | Reduced |
| Vise Technologies, Inc. | 43,868 | $7.23M | 1.91% | +8,898+25.4% | Added |
| Oder Investment Management, LLC | 43,857 | $7.23M | 8.46% | −347−0.8% | Reduced |
| Amarillo National Bank | 43,830 | $7.23M | 1.45% | −532−1.2% | Reduced |
| Leeward Financial Partners, LLC | 43,795 | $7.22M | 4.42% | +1,274+3.0% | Added |
| US Asset Management LLC | 43,783 | $7.22M | 7.38% | −192−0.4% | Reduced |
| Drexel Morgan & Co. | 43,781 | $7.22M | 1.82% | +350+0.8% | Added |
| Riggs Asset Managment Co. Inc. | 43,678 | $7.20M | 2.80% | −18,248−29.5% | Reduced |
| Joseph P. Lucia & Associates, LLC | 43,628 | $7.19M | 5.01% | +1,333+3.2% | Added |
| Spreng Capital Management, Inc. | 43,619 | $7.19M | 6.21% | −537−1.2% | Reduced |
| Gries Financial LLC | 43,617 | $7.19M | 2.13% | +25,024+134.6% | Added |
| West Wealth Group, LLC | 43,507 | $7.17M | 3.32% | −2,364−5.2% | Reduced |
| Hourglass Capital, LLC | 43,504 | $7.17M | 2.59% | −10,695−19.7% | Reduced |
| Granite Bay Wealth Management, LLC | 43,450 | $7.17M | 5.01% | +5,453+14.4% | Added |
| Provence Wealth Management Group | 43,419 | $7.16M | 4.77% | +5,983+16.0% | Added |
| Moss Adams Wealth Advisors LLC | 43,405 | $7.16M | 2.44% | +607+1.4% | Added |
| Private Wealth Strategies, L.L.C. | 43,396 | $7.16M | 1.81% | −11,474−20.9% | Reduced |
| Palumbo Wealth Management LLC | 43,345 | $7.15M | 4.75% | +16,035+58.7% | Added |
| Cape Ann Savings Bank | 43,326 | $7.14M | 5.01% | −1,217−2.7% | Reduced |
| GSB Wealth Management, LLC | 43,231 | $7.13M | 2.33% | −189−0.4% | Reduced |
| Lumina Fund Management LLC | 43,200 | $7.12M | 3.35% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 43,132 | $7.11M | 1.45% | +311+0.7% | Added |
| Gemmer Asset Management LLC | 43,039 | $7.10M | 1.04% | +4,572+11.9% | Added |
| Thrive Wealth Management, LLC | 42,995 | $7.09M | 1.82% | −1,095−2.5% | Reduced |
| Resurgent Financial Advisors LLC | 42,954 | $7.08M | 4.76% | −8,164−16.0% | Reduced |
| Bourgeon Capital Management LLC | 42,952 | $7.08M | 1.69% | −19,423−31.1% | Reduced |
| Vance Wealth, Inc. | 42,884 | $7.07M | 3.80% | +7,255+20.4% | Added |
| Bridge Advisory, LLC | 42,845 | $7.07M | 2.73% | +978+2.3% | Added |
| Walled Lake Planning & Wealth Management, LLC | 42,744 | $7.05M | 3.69% | +40,574+1,869.8% | Added |
| Goepper Burkhardt LLC | 42,686 | $7.04M | 4.61% | +243+0.6% | Added |
| Oarsman Capital, Inc. | 42,637 | $7.03M | 3.29% | −669−1.5% | Reduced |
| Beacon Capital Management, LLC | 42,609 | $7.03M | 2.05% | −174−0.4% | Reduced |
| LGT Fund Management Co Ltd. | 42,600 | $7.02M | 2.99% | +11,000+34.8% | Added |
| Gray Wealth Management Inc. | 42,450 | $7.00M | 3.82% | +912+2.2% | Added |
| West Michigan Advisors, LLC | 42,448 | $7.00M | 3.97% | +7,011+19.8% | Added |
| Barber Financial Group, Inc. | 42,439 | $7.00M | 1.23% | −265−0.6% | Reduced |
| SPC Financial, Inc. | 42,336 | $6.98M | 0.80% | +1,326+3.2% | Added |
| Pettee Investors, Inc. | 42,320 | $6.98M | 3.34% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 42,302 | $6.98M | 5.09% | +64+0.2% | Added |
| Linker Capital Management Inc. | 42,289 | $6.97M | 7.64% | −325−0.8% | Reduced |
| Advisors Management Group Inc | 42,263 | $6.97M | 2.22% | −3,084−6.8% | Reduced |
| Colonial River Wealth Management, LLC | 42,246 | $6.97M | 4.09% | −160−0.4% | Reduced |
| PSI Advisors, LLC | 42,222 | $6.96M | 3.36% | +213+0.5% | Added |
| Smallwood Wealth Investment Management, LLC | 42,159 | $6.95M | 6.58% | −55,157−56.7% | Reduced |
| Stanley-Laman Group, Ltd. | 42,154 | $6.95M | 1.24% | −2,025−4.6% | Reduced |
| Blackhawk Capital Partners LLC. | 42,131 | $6.95M | 5.08% | −393−0.9% | Reduced |
| Colony Family Offices, LLC | 42,046 | $6.93M | 2.66% | −972−2.3% | Reduced |
| Concord Wealth Partners | 42,021 | $6.93M | 1.97% | +1,798+4.5% | Added |
| GP Brinson Investments LLC | 42,000 | $6.93M | 5.51% | 00.0% | Unchanged |
| Lynch Asset Management, Inc. | 41,990 | $6.92M | 4.97% | 00.0% | Unchanged |
| tru Independence LLC | 41,941 | $6.92M | 2.23% | −149−0.4% | Reduced |
| WestHill Financial Advisors, Inc. | 41,931 | $6.91M | 2.07% | −5,297−11.2% | Reduced |
| Altrafin AG | 41,885 | $6.91M | 3.39% | +1,272+3.1% | Added |
| Kades & Cheifetz LLC | 41,848 | $6.90M | 5.44% | −139−0.3% | Reduced |
| Johnson Bixby & Associates, LLC | 41,847 | $6.90M | 1.52% | −2,337−5.3% | Reduced |
| Garrett Investment Advisors LLC | 41,839 | $6.90M | 1.09% | +1,940+4.9% | Added |
| Waratah Capital Advisors Ltd. | 41,749 | $6.88M | 0.34% | +41,749 | New |
| Princeton Global Asset Management LLC | 41,733 | $6.88M | 1.98% | +4,334+11.6% | Added |
| Greenspring Advisors, LLC | 41,600 | $6.86M | 1.50% | +604+1.5% | Added |
| Northwest Wealth Management, LLC | 41,595 | $6.86M | 2.62% | +7,981+23.7% | Added |