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 |
|---|---|---|---|---|---|
| Azimuth Capital Investment Management LLC | 357,261 | $58.9M | 2.90% | −10,257−2.8% | Reduced |
| Wedgewood Partners Inc | 356,885 | $58.9M | 9.98% | −4,817−1.3% | Reduced |
| Motley Fool Asset Management LLC | 354,796 | $58.5M | 6.47% | −5,512−1.5% | Reduced |
| Dakota Wealth Management | 354,769 | $58.5M | 3.91% | +1,607+0.5% | Added |
| Carret Asset Management, LLC | 354,523 | $58.5M | 8.12% | −32,775−8.5% | Reduced |
| Harvest Volatility Management LLC | 360,050 | $58.5M | 11.79% | −65,666−15.4% | Reduced |
| We Are One Seven, LLC | 354,245 | $58.4M | 3.71% | +62,063+21.2% | Added |
| TCTC Holdings, LLC | 353,651 | $58.3M | 2.35% | +8,016+2.3% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 353,400 | $58.3M | 0.72% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 352,689 | $58.2M | 6.34% | −1,614−0.5% | Reduced |
| Western Wealth Management, LLC | 352,513 | $58.1M | 5.41% | −2,853−0.8% | Reduced |
| Clearstead Advisors, LLC | 352,156 | $58.1M | 4.23% | +16,186+4.8% | Added |
| MUFG Securities EMEA plc | 351,828 | $58.0M | 1.06% | +177,563+101.9% | Added |
| Kanawha Capital Management LLC | 351,723 | $58.0M | 5.56% | +2,441+0.7% | Added |
| AMG National Trust Bank | 351,040 | $57.9M | 2.00% | +473+0.1% | Added |
| Agf Management Ltd | 350,072 | $57.7M | 0.40% | −8,502−2.4% | Reduced |
| Albion Financial Group | 349,508 | $57.6M | 5.27% | −117,928−25.2% | Reduced |
| Harbor Investment Advisory, LLC | 349,454 | $57.6M | 8.61% | −11,814−3.3% | Reduced |
| Cobblestone Capital Advisors LLC | 349,269 | $57.6M | 4.29% | −5,820−1.6% | Reduced |
| Grassi Investment Management | 347,422 | $57.3M | 7.11% | −3,798−1.1% | Reduced |
| Beese Fulmer Investment Management, Inc. | 345,722 | $57.0M | 6.51% | +9,373+2.8% | Added |
| Sawgrass Asset Management LLC | 345,463 | $57.0M | 7.40% | −11,459−3.2% | Reduced |
| LS Investment Advisors, LLC | 345,370 | $57.0M | 10.56% | −19,426−5.3% | Reduced |
| RMB Capital Management, LLC | 345,131 | $56.9M | 1.99% | +27,117+8.5% | Added |
| United Services Automobile Association | 345,067 | $56.9M | 1.83% | −218,859−38.8% | Reduced |
| Vestor Capital, LLC | 344,109 | $56.7M | 6.67% | +10,805+3.2% | Added |
| Cary Street Partner Investment Advisory LLC | 343,808 | $56.7M | 4.07% | −9,348−2.6% | Reduced |
| Meridian Wealth Management, LLC | 343,206 | $56.6M | 4.94% | +17,133+5.3% | Added |
| Fulton Breakefield Broenniman LLC | 342,790 | $56.5M | 4.85% | −8,202−2.3% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 342,522 | $56.5M | 4.46% | −12,008−3.4% | Reduced |
| WealthPLAN Partners, LLC | 341,714 | $56.3M | 6.41% | −280,841−45.1% | Reduced |
| TRB Advisors LP | 340,000 | $56.1M | 26.15% | 00.0% | Unchanged |
| Choate Investment Advisors | 339,750 | $56.0M | 2.70% | +2,185+0.6% | Added |
| GW Henssler & Associates Ltd | 339,277 | $55.9M | 3.72% | −40,861−10.7% | Reduced |
| Yarbrough Capital, LLC | 339,010 | $55.9M | 4.55% | −1,900,000−84.9% | Reduced |
| Park Avenue Securities LLC | 338,062 | $55.7M | 0.96% | +20,750+6.5% | Added |
| HBK Sorce Advisory LLC | 337,500 | $55.7M | 2.53% | −324,360−49.0% | Reduced |
| Taurus Asset Management, LLC | 337,333 | $55.6M | 6.80% | −24,807−6.9% | Reduced |
| Crake Asset Management LLP | 336,410 | $55.5M | 8.03% | +234,410+229.8% | Added |
| Global Retirement Partners, LLC | 331,076 | $55.4M | 2.94% | +49,614+17.6% | Added |
| Freestone Capital Holdings, LLC | 335,552 | $55.3M | 2.46% | −4,795−1.4% | Reduced |
| Palisade Capital Management LLC | 334,897 | $55.2M | 1.49% | −9,632−2.8% | Reduced |
| Dillon & Associates Inc | 331,372 | $54.7M | 10.85% | −17,531−5.0% | Reduced |
| Waverton Investment Management Ltd | 330,846 | $54.6M | 1.68% | +2,520+0.8% | Added |
| Stonebridge Capital Advisors LLC | 329,492 | $54.3M | 6.20% | −1000.0% | Reduced |
| Signature Estate & Investment Advisors LLC | 329,045 | $54.3M | 1.90% | +13,919+4.4% | Added |
| Jones Financial Companies LLLP | 328,958 | $54.2M | 0.09% | −5,294−1.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 328,651 | $54.2M | 2.27% | −1420.0% | Reduced |
| Guardian Capital LP | 328,626 | $54.2M | 1.73% | −6,713−2.0% | Reduced |
| Clear Harbor Asset Management, LLC | 327,714 | $54.0M | 5.61% | +94,960+40.8% | Added |
| Allen Investment Management LLC | 327,408 | $54.0M | 0.91% | +2,516+0.8% | Added |
| Northwest & Ethical Investments L.P. | 326,939 | $53.9M | 1.79% | +2,150+0.7% | Added |
| Beacon Investment Advisory Services, Inc. | 325,093 | $53.6M | 2.60% | −22,804−6.6% | Reduced |
| Rothschild Investment Corp | 324,717 | $53.5M | 4.68% | −1,648−0.5% | Reduced |
| Avenir Corp | 323,479 | $53.3M | 5.05% | −6,634−2.0% | Reduced |
| Opes Wealth Management LLC | 323,314 | $53.3M | 17.19% | −1,341−0.4% | Reduced |
| Lee Danner & Bass Inc | 322,635 | $53.2M | 4.89% | −13,680−4.1% | Reduced |
| Montag A & Associates Inc | 321,401 | $53.0M | 3.47% | −4,646−1.4% | Reduced |
| Granite Investment Partners, LLC | 321,358 | $53.0M | 2.21% | −23,678−6.9% | Reduced |
| Forum Financial Management, LP | 321,190 | $53.0M | 1.53% | +15,960+5.2% | Added |
| General American Investors Co Inc | 321,000 | $52.9M | 5.01% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 320,883 | $52.9M | 4.19% | −30,832−8.8% | Reduced |
| Wendell David Associates Inc | 318,290 | $52.5M | 6.22% | −5,330−1.6% | Reduced |
| Cito Capital Group, LLC | 315,984 | $52.1M | 25.97% | −842−0.3% | Reduced |
| Sonora Investment Management Group, LLC | 315,947 | $52.1M | 4.54% | −2,889−0.9% | Reduced |
| Sowell Financial Services LLC | 315,173 | $52.0M | 4.01% | −109,346−25.8% | Reduced |
| Thoroughbred Financial Services, LLC | 314,063 | $51.8M | 7.65% | −1,350−0.4% | Reduced |
| M&G Investment Management Ltd | 313,709 | $51.8M | 0.37% | +47,575+17.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 313,818 | $51.7M | 2.40% | −7,036−2.2% | Reduced |
| Fulton Bank, N.A. | 312,981 | $51.6M | 2.71% | +237+0.1% | Added |
| Polaris Wealth Advisory Group, LLC | 312,923 | $51.6M | 3.81% | −9,767−3.0% | Reduced |
| Evergreen Capital Management LLC | 312,451 | $51.5M | 2.31% | −6,424−2.0% | Reduced |
| First Citizens Bank & Trust Co | 312,253 | $51.5M | 1.03% | +48,626+18.4% | Added |
| Jaffetilchin Investment Partners, LLC | 312,215 | $51.5M | 5.85% | +2,438+0.8% | Added |
| BLB&B Advisors, LLC | 311,727 | $51.4M | 3.83% | +6,102+2.0% | Added |
| Cypress Funds LLC | 311,332 | $51.3M | 7.25% | −60,000−16.2% | Reduced |
| Twin Capital Management Inc | 310,890 | $51.3M | 7.00% | −35,166−10.2% | Reduced |
| Beaumont Financial Advisors, LLC | 309,961 | $51.1M | 5.17% | −3,276−1.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 309,743 | $51.1M | 4.59% | +4,570+1.5% | Added |
| Southeast Asset Advisors Inc. | 309,721 | $51.1M | 7.66% | +9,061+3.0% | Added |
| MPS Loria Financial Planners, LLC | 309,478 | $51.0M | 20.63% | +1,668+0.5% | Added |
| Amussen Hunsaker Associates LLC | 309,263 | $51.0M | 12.76% | −3,185−1.0% | Reduced |
| Roundview Capital LLC | 308,812 | $50.9M | 5.33% | +4,118+1.4% | Added |
| TCW Group Inc | 308,317 | $50.8M | 0.65% | +3,323+1.1% | Added |
| Cincinnati Specialty Underwriters Insurance CO | 308,000 | $50.8M | 20.25% | 00.0% | Unchanged |
| Mastrapasqua Asset Management Inc | 307,416 | $50.7M | 6.22% | −2,453−0.8% | Reduced |
| Rollins Financial | 307,147 | $50.6M | 16.77% | −10,837−3.4% | Reduced |
| Courier Capital LLC | 306,955 | $50.6M | 5.59% | −2,444−0.8% | Reduced |
| Veriti Management LLC | 306,702 | $50.6M | 6.00% | +9,908+3.3% | Added |
| Formuepleje A/S | 306,402 | $50.5M | 3.70% | +34,862+12.8% | Added |
| Vigilant Capital Management, LLC | 306,380 | $50.5M | 4.10% | +3,174+1.0% | Added |
| Gotham Asset Management, LLC | 306,061 | $50.5M | 1.22% | −54,006−15.0% | Reduced |
| RB Capital Management, LLC | 305,000 | $50.3M | 16.43% | +590+0.2% | Added |
| GuoLine Advisory Pte Ltd | 305,000 | $50.3M | 14.13% | +305,000 | New |
| CFM Wealth Partners LLC | 304,829 | $50.3M | 13.92% | −549−0.2% | Reduced |
| Violich Capital Management, Inc. | 304,539 | $50.2M | 8.56% | −4,391−1.4% | Reduced |
| Jacobs & Co | 303,521 | $50.0M | 6.18% | −5,326−1.7% | Reduced |
| Shikiar Asset Management Inc | 303,268 | $50.0M | 17.77% | +303,268 | New |
| Power Corp of Canada | 311,904 | $50.0M | 5.25% | +172,235+123.3% | Added |
| Thomasville National Bank | 302,333 | $49.9M | 5.14% | −2,772−0.9% | Reduced |