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 |
|---|---|---|---|---|---|
| Commons Capital, LLC | 41,580 | $6.86M | 10.98% | −2,928−6.6% | Reduced |
| Pinnacle West Asset Management, Inc. | 41,550 | $6.85M | 7.16% | +41,550 | New |
| RDA Financial Network | 41,525 | $6.85M | 3.12% | −482−1.1% | Reduced |
| IMA Wealth, Inc. | 41,523 | $6.85M | 1.77% | −232−0.6% | Reduced |
| American Financial Advisors, LLC | 41,470 | $6.84M | 1.11% | −392−0.9% | Reduced |
| Greenline Partners, LLC | 41,453 | $6.84M | 1.30% | −702−1.7% | Reduced |
| Bradley Mark J. | 41,395 | $6.83M | 4.95% | +3,601+9.5% | Added |
| Left Brain Wealth Management, LLC | 40,202 | $6.82M | 4.64% | +2,523+6.7% | Added |
| Optiver Holding B.V. | 41,337 | $6.82M | 0.32% | +41,337 | New |
| Ravenstone Capital Management Inc. | 41,311 | $6.81M | 5.49% | −10,790−20.7% | Reduced |
| Piscataqua Savings Bank | 41,269 | $6.81M | 5.79% | −915−2.2% | Reduced |
| Artemis Wealth Advisors, LLC | 41,255 | $6.80M | 1.75% | +58+0.1% | Added |
| Planning Center, Inc. | 41,059 | $6.80M | 1.87% | +405+1.0% | Added |
| Ethos Financial Group, LLC | 41,122 | $6.78M | 2.11% | +619+1.5% | Added |
| Tempus Wealth Planning, LLC | 41,029 | $6.77M | 3.31% | −795−1.9% | Reduced |
| Socorro Asset Management LP | 41,020 | $6.76M | 2.99% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 41,001 | $6.76M | 1.42% | +41,001 | New |
| Bull Street Advisors, LLC | 40,955 | $6.75M | 3.50% | −90−0.2% | Reduced |
| Windle Wealth, LLC | 40,937 | $6.75M | 5.00% | +797+2.0% | Added |
| Transatlantique Private Wealth LLC | 40,936 | $6.75M | 3.73% | +3,099+8.2% | Added |
| IFG Advisors, LLC | 40,932 | $6.75M | 2.66% | +40+0.1% | Added |
| Curtis Advisory Group, LLC | 40,894 | $6.74M | 2.46% | −2,533−5.8% | Reduced |
| Old Port Advisors | 41,916 | $6.74M | 2.43% | −590−1.4% | Reduced |
| Aft, Forsyth & Company, Inc. | 40,873 | $6.74M | 5.22% | −730−1.8% | Reduced |
| Derbend Asset Management | 40,775 | $6.72M | 5.05% | −234−0.6% | Reduced |
| Palmer Knight Co | 40,751 | $6.72M | 4.27% | +3,095+8.2% | Added |
| Crew Capital Management, Ltd. | 40,699 | $6.71M | 9.64% | −4,489−9.9% | Reduced |
| Orser Capital Management, LLC | 40,656 | $6.70M | 7.69% | −50−0.1% | Reduced |
| Global Assets Advisory, LLC | 40,113 | $6.69M | 6.82% | +381+1.0% | Added |
| Aldebaran Financial Inc. | 40,446 | $6.67M | 8.98% | −12,999−24.3% | Reduced |
| Denver Wealth Management, Inc. | 40,439 | $6.67M | 4.63% | −1,289−3.1% | Reduced |
| Trexquant Investment LP | 40,436 | $6.67M | 0.18% | −322,356−88.9% | Reduced |
| Weaver Consulting Group | 40,388 | $6.66M | 3.05% | +5,418+15.5% | Added |
| Morling Financial Advisors, LLC | 40,344 | $6.65M | 7.18% | +1,224+3.1% | Added |
| Riversedge Advisors, LLC | 40,343 | $6.65M | 1.94% | +1,088+2.8% | Added |
| SC&H Financial Advisors, Inc. | 40,321 | $6.65M | 2.42% | +4,951+14.0% | Added |
| PBMares Wealth Management LLC | 40,265 | $6.64M | 2.47% | +3,092+8.3% | Added |
| Wayfinding Financial, LLC | 40,233 | $6.63M | 5.04% | −2,136−5.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 40,170 | $6.62M | 3.36% | +425+1.1% | Added |
| FSM Wealth Advisors, LLC | 40,131 | $6.62M | 3.84% | +4,171+11.6% | Added |
| Family Firm, Inc. | 40,076 | $6.61M | 1.83% | −450−1.1% | Reduced |
| B&D White Capital Company, LLC | 40,379 | $6.60M | 2.26% | −139,865−77.6% | Reduced |
| Alta Advisers Ltd | 40,000 | $6.60M | 3.94% | 00.0% | Unchanged |
| WD Rutherford LLC | 39,997 | $6.60M | 4.65% | −1,832−4.4% | Reduced |
| Brooktree Capital Management | 39,997 | $6.60M | 5.14% | −11,847−22.9% | Reduced |
| Advisor OS, LLC | 39,983 | $6.59M | 1.58% | +4,250+11.9% | Added |
| Townsend Asset Management Corp | 39,919 | $6.58M | 3.41% | −19,693−33.0% | Reduced |
| Horst & Graben Wealth Management LLC | 39,912 | $6.58M | 1.63% | +2,284+6.1% | Added |
| Summit Financial Wealth Advisors, LLC | 39,910 | $6.58M | 1.56% | −1,685−4.1% | Reduced |
| Noesis Capital Mangement Corp | 39,747 | $6.55M | 1.66% | −855−2.1% | Reduced |
| ABLE Financial Group, LLC | 39,742 | $6.55M | 4.27% | +39,742 | New |
| Traverso Chambers Private Wealth Management, LLC | 39,730 | $6.55M | 1.80% | +1,348+3.5% | Added |
| Sassicaia Capital Advisers LLC | 39,620 | $6.53M | 5.67% | +21,920+123.8% | Added |
| Fullerton Fund Management Co Ltd. | 39,589 | $6.53M | 0.50% | +12,185+44.5% | Added |
| Pacitti Group Inc. | 39,563 | $6.52M | 4.78% | −338−0.8% | Reduced |
| Sabal Trust CO | 39,348 | $6.49M | 0.45% | −18,692−32.2% | Reduced |
| Unio Capital LLC | 39,309 | $6.48M | 3.47% | −3,975−9.2% | Reduced |
| Aspireon Wealth Advisors | 39,274 | $6.48M | 3.53% | −128−0.3% | Reduced |
| Hohimer Wealth Management, LLC | 39,248 | $6.47M | 1.87% | +1,859+5.0% | Added |
| Sky Investment Group LLC | 39,173 | $6.46M | 1.48% | −990−2.5% | Reduced |
| Colorado Capital Management, Inc. | 39,117 | $6.45M | 5.00% | −819−2.1% | Reduced |
| Mirabella Financial Services LLP | 39,102 | $6.45M | 1.38% | +33,502+598.3% | Added |
| Kohmann Bosshard Financial Services, LLC | 39,079 | $6.44M | 1.21% | +183+0.5% | Added |
| Ayrshire Capital Management LLC | 39,054 | $6.44M | 4.40% | −149−0.4% | Reduced |
| ERn Financial, LLC | 39,040 | $6.44M | 1.42% | +1,610+4.3% | Added |
| Verity Asset Management, Inc. | 38,996 | $6.43M | 3.84% | +19,365+98.6% | Added |
| WR Wealth Planners, LLC | 38,778 | $6.39M | 2.76% | +29,882+335.9% | Added |
| Banco de Sabadell, S.A | 38,860 | $6.39M | 5.33% | +185+0.5% | Added |
| Investment Partners, Ltd. | 38,767 | $6.39M | 3.35% | +182+0.5% | Added |
| Heirloom Wealth Management | 38,633 | $6.37M | 3.04% | +4,225+12.3% | Added |
| Vista Capital Partners, Inc. | 38,621 | $6.37M | 0.94% | +5,793+17.6% | Added |
| Aua Capital Management, LLC | 38,611 | $6.37M | 4.30% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 38,781 | $6.35M | 1.04% | −6,173−13.7% | Reduced |
| Hall Capital Management Co Inc | 38,469 | $6.34M | 3.76% | +403+1.1% | Added |
| Encompass Wealth Advisors, LLC | 38,421 | $6.34M | 2.16% | +868+2.3% | Added |
| Orca Investment Management, LLC | 38,309 | $6.32M | 7.74% | −131−0.3% | Reduced |
| Bernardo Wealth Planning LLC | 38,250 | $6.31M | 2.71% | −1,003−2.6% | Reduced |
| Security Financial Services, INC. | 38,243 | $6.31M | 1.92% | −65−0.2% | Reduced |
| Signet Investment Advisory Group, Inc. | 38,212 | $6.30M | 4.35% | +1,669+4.6% | Added |
| First National Bank | 38,209 | $6.30M | 5.40% | +5,929+18.4% | Added |
| WFA Asset Management Corp | 38,199 | $6.30M | 3.87% | +574+1.5% | Added |
| Green Square Capital Advisors LLC | 38,190 | $6.30M | 0.84% | +3,253+9.3% | Added |
| New Potomac Partners, LLC | 38,120 | $6.29M | 4.36% | −209−0.5% | Reduced |
| Delta Capital Management LLC | 38,094 | $6.28M | 4.42% | −200−0.5% | Reduced |
| Ellenbecker Investment Group | 37,996 | $6.26M | 1.71% | +91+0.2% | Added |
| Boxwood Ventures, Inc. | 37,956 | $6.26M | 12.91% | −12,100−24.2% | Reduced |
| W Advisors, LLC | 37,893 | $6.25M | 5.16% | +160.0% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 37,877 | $6.25M | 3.33% | −638−1.7% | Reduced |
| Benchmark Investment Advisors LLC | 37,868 | $6.24M | 6.41% | −13,214−25.9% | Reduced |
| Cutter & CO Brokerage, Inc. | 37,811 | $6.23M | 1.94% | +542+1.5% | Added |
| Somerset Group LLC | 37,754 | $6.22M | 5.41% | 00.0% | Unchanged |
| LCNB Corp | 37,709 | $6.22M | 2.81% | −232−0.6% | Reduced |
| Mandatum Life Insurance Co Ltd | 37,673 | $6.21M | 1.83% | +30+0.1% | Added |
| My Legacy Advisors, LLC | 38,266 | $6.20M | 2.66% | −289−0.7% | Reduced |
| Ritter Daniher Financial Advisory LLC | 37,551 | $6.19M | 2.72% | +141+0.4% | Added |
| Legacy Financial Group, Inc. | 37,460 | $6.18M | 3.42% | −375−1.0% | Reduced |
| Vaughan David Investments LLC | 37,341 | $6.16M | 0.19% | −2,552−6.4% | Reduced |
| Headlands Technologies LLC | 37,177 | $6.13M | 4.08% | +37,177 | New |
| McCarthy Asset Management, Inc. | 37,169 | $6.13M | 4.16% | −222−0.6% | Reduced |
| Objective Capital Management, LLC | 37,097 | $6.12M | 5.59% | −467−1.2% | Reduced |