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 7 sales; 6,150 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
- 4,524
- +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
- 2,344 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 | 6,150 | $2.80T |
| Q1 2026 | 6,134 | $2.40T |
| Q4 2025 | 6,130 | $2.61T |
| Q3 2025 | 5,616 | $2.35T |
| Q2 2025 | 5,599 | $1.93T |
| Q1 2025 | 5,607 | $2.08T |
| Q4 2024 | 5,671 | $2.36T |
| Q3 2024 | 5,105 | $2.17T |
| Q2 2024 | 5,132 | $1.98T |
| Q1 2024 | 5,023 | $1.61T |
| Q4 2023 | 4,976 | $1.81T |
| Q3 2023 | 4,618 | $1.60T |
| Q2 2023 | 4,594 | $1.82T |
| Q1 2023 | 4,524 | $1.55T |
| Q4 2022 | 4,555 | $1.21T |
| Q3 2022 | 4,346 | $1.29T |
| Q2 2022 | 4,339 | $1.28T |
| Q1 2022 | 4,390 | $1.66T |
| Q4 2021 | 4,402 | $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 |
|---|---|---|---|---|---|
| Penserra Capital Management LLC | 604,042 | $99.6M | 2.07% | +250,933+71.1% | Added |
| Ancora Advisors, LLC | 603,378 | $99.5M | 2.84% | −12,996−2.1% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 602,995 | $99.4M | 6.45% | −1,025−0.2% | Reduced |
| Snowden Capital Advisors LLC | 599,598 | $98.9M | 3.84% | +3,810+0.6% | Added |
| Axiom Investors LLC | 596,295 | $98.3M | 1.62% | +9,765+1.7% | Added |
| Level Four Advisory Services, LLC | 595,598 | $98.2M | 6.44% | +3,022+0.5% | Added |
| Donaldson Capital Management, LLC | 593,796 | $97.9M | 4.63% | −108,290−15.4% | Reduced |
| Kingsview Wealth Management, LLC | 590,716 | $97.4M | 4.09% | −23,447−3.8% | Reduced |
| Saratoga Research & Investment Management | 590,123 | $97.3M | 4.62% | +48,031+8.9% | Added |
| Bard Financial Services, Inc. | 587,542 | $96.9M | 7.76% | −4,000−0.7% | Reduced |
| Miracle Mile Advisors, LLC | 586,039 | $96.6M | 3.13% | −11,527−1.9% | Reduced |
| Profund Advisors LLC | 584,510 | $96.4M | 5.96% | −19,668−3.3% | Reduced |
| Cacti Asset Management LLC | 583,642 | $96.2M | 8.87% | −2,800−0.5% | Reduced |
| Calamos Wealth Management LLC | 582,775 | $96.1M | 7.53% | −6,804−1.2% | Reduced |
| NS Partners Ltd | 581,521 | $95.9M | 5.39% | −2,014−0.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 581,281 | $95.9M | 3.94% | −29,522−4.8% | Reduced |
| Spire Wealth Management | 580,639 | $95.7M | 3.73% | +169,147+41.1% | Added |
| Robertson Stephens Wealth Management, LLC | 402,220 | $95.7M | 7.62% | +5,761+1.5% | Added |
| Systematic Alpha Investments, LLC | 576,144 | $95.0M | 4.99% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 576,109 | $95.0M | 0.85% | +567,229+6,387.7% | Added |
| Toroso Investments, LLC | 575,498 | $94.9M | 3.12% | +50,843+9.7% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 573,819 | $94.6M | 15.00% | +195,218+51.6% | Added |
| Aptus Capital Advisors, LLC | 569,604 | $93.9M | 2.68% | +65,094+12.9% | Added |
| Citizens Financial Group Inc | 567,913 | $93.6M | 3.43% | +7,608+1.4% | Added |
| HCR Wealth Advisors | 567,599 | $93.6M | 18.53% | −2,665−0.5% | Reduced |
| Smith Chas P & Associates Pa Cpas | 567,502 | $93.6M | 6.36% | −1,038−0.2% | Reduced |
| Argent Trust Co | 563,013 | $92.8M | 5.88% | −1,976−0.3% | Reduced |
| Trust Co of Vermont | 560,280 | $92.4M | 6.45% | +6,928+1.3% | Added |
| NewEdge Wealth, LLC | 560,247 | $92.4M | 3.51% | +33,345+6.3% | Added |
| Chartwell Investment Partners, LLC | 557,670 | $92.0M | 3.50% | −14,273−2.5% | Reduced |
| Ameritas Investment Partners, Inc. | 553,945 | $91.3M | 3.62% | −2480.0% | Reduced |
| Reynders McVeigh Capital Management, LLC | 549,568 | $90.6M | 6.24% | −26,455−4.6% | Reduced |
| J.W. Cole Advisors, Inc. | 549,224 | $90.6M | 6.45% | −13,621−2.4% | Reduced |
| SG Americas Securities, LLC | 546,628 | $90.1M | 1.21% | −82,948−13.2% | Reduced |
| Credit Agricole S A | 546,056 | $90.0M | 3.83% | +3,685+0.7% | Added |
| Alta Capital Management LLC | 542,157 | $89.4M | 6.58% | −29,653−5.2% | Reduced |
| Ziegler Capital Management, LLC | 540,969 | $89.2M | 3.52% | −39,784−6.9% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 540,702 | $89.2M | 5.71% | −21,670−3.9% | Reduced |
| Kornitzer Capital Management Inc | 539,902 | $89.0M | 1.78% | −8,947−1.6% | Reduced |
| Roffman Miller Associates Inc | 539,604 | $89.0M | 7.09% | −17,758−3.2% | Reduced |
| Mission Wealth Management, LP | 536,929 | $88.5M | 3.75% | +10,006+1.9% | Added |
| Bowen Hanes & Co Inc | 535,960 | $88.4M | 3.04% | −11,604−2.1% | Reduced |
| Meyer Handelman Co | 533,566 | $88.0M | 3.68% | −8,800−1.6% | Reduced |
| Moneta Group Investment Advisors LLC | 531,192 | $87.6M | 2.10% | +88,827+20.1% | Added |
| Alberta Investment Management Corp | 530,743 | $87.5M | 0.85% | −23,193−4.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 529,205 | $87.3M | 7.15% | −12,165−2.2% | Reduced |
| Traynor Capital Management, Inc. | 529,003 | $87.2M | 13.18% | −37,844−6.7% | Reduced |
| Vinva Investment Management Ltd | 531,242 | $86.3M | 7.28% | +531,242 | New |
| Meritage Portfolio Management | 521,130 | $85.9M | 6.43% | −58,956−10.2% | Reduced |
| Wilkinson Global Asset Management LLC | 521,097 | $85.9M | 6.80% | −11,137−2.1% | Reduced |
| Burney Co | 516,639 | $85.2M | 4.20% | −72,194−12.3% | Reduced |
| Prospect Hill Management, LLC | 516,555 | $85.2M | 60.88% | +50.0% | Added |
| Banque Pictet & Cie SA | 513,726 | $84.7M | 0.82% | −43,766−7.9% | Reduced |
| Meitav Dash Investments Ltd | 505,161 | $84.3M | 1.46% | +1,588+0.3% | Added |
| Vident Investment Advisory, LLC | 510,401 | $84.2M | 2.73% | +323,510+173.1% | Added |
| Banque Cantonale Vaudoise | 509,230 | $84.0M | 4.12% | +3,678+0.7% | Added |
| Resources Investment Advisors, LLC. | 504,403 | $83.2M | 1.95% | +36,379+7.8% | Added |
| Eagle Global Advisors LLC | 503,728 | $83.1M | 5.60% | −2,634−0.5% | Reduced |
| Capital Investment Counsel, Inc | 503,357 | $83.0M | 18.94% | −99,027−16.4% | Reduced |
| Wedge Capital Management L L P | 496,582 | $81.9M | 1.38% | +18,369+3.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 494,616 | $81.5M | 8.54% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 493,734 | $81.4M | 10.32% | −50,522−9.3% | Reduced |
| Cannell Peter B & Co Inc | 490,554 | $80.9M | 2.89% | −49,498−9.2% | Reduced |
| Sandy Spring Bank | 489,613 | $80.7M | 4.58% | −5,482−1.1% | Reduced |
| Apollon Wealth Management, LLC | 489,528 | $80.7M | 4.95% | −3,465−0.7% | Reduced |
| Eastern Bank | 485,883 | $80.1M | 4.03% | +36,389+8.1% | Added |
| Fort Pitt Capital Group, LLC | 485,286 | $80.0M | 3.08% | −11,585−2.3% | Reduced |
| Oppenheimer Asset Management Inc. | 485,004 | $80.0M | 1.23% | −6,672−1.4% | Reduced |
| Hyman Charles D | 484,810 | $79.9M | 5.34% | +12,190+2.6% | Added |
| Equitable Holdings, Inc. | 483,854 | $79.8M | 1.28% | +11,283+2.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 483,479 | $79.7M | 0.93% | +195,131+67.7% | Added |
| Transcend Wealth Collective, LLC | 479,543 | $79.1M | 8.26% | −1,489−0.3% | Reduced |
| Ingalls & Snyder LLC | 476,187 | $78.5M | 4.06% | −350.0% | Reduced |
| Maple Capital Management, Inc. | 475,761 | $78.5M | 9.59% | +3,306+0.7% | Added |
| Howard Capital Management Group, LLC | 475,683 | $78.4M | 8.30% | +20,690+4.5% | Added |
| Brighton Jones LLC | 475,451 | $78.4M | 4.45% | +3,153+0.7% | Added |
| Exencial Wealth Advisors, LLC | 474,967 | $78.3M | 4.07% | −1,911−0.4% | Reduced |
| Wharton Business Group, LLC | 474,905 | $78.3M | 4.69% | +610.0% | Added |
| Congress Wealth Management LLC | 473,316 | $78.0M | 1.88% | −5,148−1.1% | Reduced |
| Farmers & Merchants Investments Inc | 472,526 | $77.9M | 3.10% | −1,004−0.2% | Reduced |
| Van Cleef Asset Management,Inc | 468,660 | $77.3M | 12.07% | −5,031−1.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 467,506 | $77.1M | 1.97% | −1,173−0.3% | Reduced |
| Chicago Capital, LLC | 467,139 | $77.0M | 3.83% | +376+0.1% | Added |
| Vestcor Inc | 465,988 | $76.8M | 2.81% | −4,280−0.9% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 465,415 | $76.7M | 1.57% | +1,691+0.4% | Added |
| Atria Investments LLC | 464,984 | $76.7M | 1.45% | +51,665+12.5% | Added |
| ARS Investment Partners, LLC | 464,910 | $76.7M | 9.20% | −1,642−0.4% | Reduced |
| Fundsmith Investment Services Ltd. | 463,041 | $76.4M | 1.18% | +202,955+78.0% | Added |
| Focus Financial Network, Inc. | 462,696 | $76.3M | 4.75% | −5,237−1.1% | Reduced |
| Bender Robert & Associates | 460,228 | $75.9M | 23.50% | −3,730−0.8% | Reduced |
| Appleton Partners Inc | 459,625 | $75.8M | 6.74% | −7,010−1.5% | Reduced |
| Diversified Trust Co | 458,140 | $75.5M | 2.94% | +22,546+5.2% | Added |
| Spears Abacus Advisors LLC | 457,569 | $75.5M | 6.76% | +6,882+1.5% | Added |
| Ameritas Advisory Services, LLC | 455,778 | $75.3M | 3.78% | −72,165−13.7% | Reduced |
| Baldwin Brothers Inc | 456,036 | $75.2M | 6.55% | −3,671−0.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 455,222 | $75.1M | 3.12% | +27,978+6.5% | Added |
| Delta Financial Group, Inc. | 454,493 | $74.9M | 29.43% | +2,181+0.5% | Added |
| First National Bank of Omaha | 454,014 | $74.9M | 4.54% | −16,586−3.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 451,419 | $74.4M | 1.70% | +15,533+3.6% | Added |
| Hoffman, Alan N Investment Management | 451,362 | $74.4M | 52.72% | −134,086−22.9% | Reduced |