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 8 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 |
|---|---|---|---|---|---|
| Ledyard National Bank | 301,894 | $49.8M | 5.72% | −26,228−8.0% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 327,400 | $49.7M | 8.30% | +14,000+4.5% | Added |
| Heritage Wealth Advisors | 300,771 | $49.6M | 2.76% | +2,930+1.0% | Added |
| Tower Research Capital LLC (TRC) | 300,074 | $49.5M | 1.57% | −220,595−42.4% | Reduced |
| Bath Savings Trust Co | 299,911 | $49.5M | 6.09% | −2,893−1.0% | Reduced |
| South State Corp. | 299,174 | $49.3M | 4.55% | −6,439−2.1% | Reduced |
| Osborne Partners Capital Management, LLC | 299,152 | $49.3M | 3.62% | −1,176−0.4% | Reduced |
| Private Capital Advisors, Inc. | 298,567 | $49.2M | 9.28% | −63,343−17.5% | Reduced |
| Essex Financial Services, Inc. | 298,349 | $49.2M | 5.18% | +5,259+1.8% | Added |
| Wealthspire Advisors, LLC | 298,242 | $49.2M | 0.84% | −24,806−7.7% | Reduced |
| ZWJ Investment Counsel Inc | 298,223 | $49.2M | 2.71% | −3,987−1.3% | Reduced |
| NFJ Investment Group, LLC | 295,929 | $48.8M | 1.31% | −74,880−20.2% | Reduced |
| Novo Holdings A/S | 295,280 | $48.7M | 3.47% | −73,824−20.0% | Reduced |
| Simplex Trading, LLC | 295,137 | $48.7M | 2.20% | +277,137+1,539.6% | Added |
| Papp L Roy & Associates | 294,901 | $48.6M | 6.57% | −5,766−1.9% | Reduced |
| Wealth Advisors, Inc. | 302,072 | $48.6M | 23.12% | −5,162−1.7% | Reduced |
| Integrated Advisors Network LLC | 293,771 | $48.4M | 2.91% | +4,351+1.5% | Added |
| GuideStone Capital Management, LLC | 293,577 | $48.4M | 100.00% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 292,962 | $48.3M | 6.25% | −1,826−0.6% | Reduced |
| City of London Investment Management Co Ltd | 292,959 | $48.3M | 3.69% | −31,525−9.7% | Reduced |
| Narwhal Capital Management | 292,646 | $48.3M | 6.04% | +386+0.1% | Added |
| Middleton & Co Inc | 292,602 | $48.2M | 6.93% | +1,587+0.5% | Added |
| Meiji Yasuda Life Insurance Co | 290,765 | $47.9M | 0.94% | +391+0.1% | Added |
| WMS Partners, LLC | 290,463 | $47.9M | 4.19% | −17,967−5.8% | Reduced |
| Ballentine Partners, LLC | 289,139 | $47.7M | 1.20% | +24,382+9.2% | Added |
| Knights of Columbus Asset Advisors LLC | 289,126 | $47.7M | 4.70% | +2,753+1.0% | Added |
| Marco Investment Management LLC | 289,008 | $47.7M | 5.37% | −4,919−1.7% | Reduced |
| Hardman Johnston Global Advisors LLC | 288,995 | $47.7M | 1.56% | −7,653−2.6% | Reduced |
| Ar Asset Management Inc | 288,743 | $47.6M | 12.82% | −10,000−3.3% | Reduced |
| Longbow Finance SA | 288,740 | $47.6M | 6.00% | +5,167+1.8% | Added |
| LaFleur & Godfrey LLC | 287,832 | $47.5M | 7.78% | −19,113−6.2% | Reduced |
| Bragg Financial Advisors, Inc | 287,803 | $47.5M | 2.80% | +3,593+1.3% | Added |
| Adviser Investments LLC | 287,629 | $47.4M | 1.14% | +3,365+1.2% | Added |
| Exchange Traded Concepts, LLC | 287,541 | $47.4M | 1.30% | −310−0.1% | Reduced |
| Charter Trust Co | 287,508 | $47.4M | 3.77% | −8,577−2.9% | Reduced |
| Aspiriant, LLC | 285,728 | $47.1M | 2.47% | −28,277−9.0% | Reduced |
| WealthPlan Investment Management, LLC | 285,072 | $47.0M | 8.09% | −336,877−54.2% | Reduced |
| Insigneo Advisory Services, LLC | 284,342 | $46.9M | 14.93% | −3,283−1.1% | Reduced |
| Clare Market Investments LLC | 283,897 | $46.8M | 19.55% | −1,228−0.4% | Reduced |
| Lindbrook Capital, LLC | 283,508 | $46.8M | 5.48% | +3,904+1.4% | Added |
| Skylands Capital, LLC | 283,475 | $46.7M | 6.84% | −18,255−6.1% | Reduced |
| Avidian Wealth Solutions, LLC | 282,143 | $46.5M | 2.56% | −40,213−12.5% | Reduced |
| Hemenway Trust Co LLC | 281,921 | $46.5M | 4.93% | −11,403−3.9% | Reduced |
| Suncoast Equity Management | 281,486 | $46.4M | 7.80% | −1,610−0.6% | Reduced |
| Hartline Investment Corp | 280,211 | $46.2M | 9.22% | −280−0.1% | Reduced |
| Biondo Investment Advisors, LLC | 280,178 | $46.2M | 9.34% | +6,263+2.3% | Added |
| Transform Wealth, LLC | 279,949 | $46.2M | 4.35% | +26,348+10.4% | Added |
| Moody National Bank Trust Division | 277,432 | $45.7M | 3.91% | −5,370−1.9% | Reduced |
| Forte Capital LLC | 277,281 | $45.7M | 7.00% | −6,341−2.2% | Reduced |
| Baker Chad R | 277,060 | $45.7M | 11.61% | +1,825+0.7% | Added |
| KMG Fiduciary Partners, LLC | 276,422 | $45.6M | 6.54% | −8,756−3.1% | Reduced |
| CSM Advisors, LLC | 275,338 | $45.4M | 3.92% | +3,240+1.2% | Added |
| Pictet & Cie (Europe) SA | 274,432 | $45.3M | 1.88% | −4,340−1.6% | Reduced |
| Stokes Family Office, LLC | 274,291 | $45.2M | 5.64% | +5,474+2.0% | Added |
| Berkshire Asset Management LLC | 273,848 | $45.2M | 2.79% | +2,526+0.9% | Added |
| Balyasny Asset Management LLC | 271,755 | $44.8M | 0.15% | +254,900+1,512.3% | Added |
| Fragasso Group Inc. | 270,915 | $44.7M | 5.09% | +978+0.4% | Added |
| North Star Investment Management Corp. | 270,781 | $44.7M | 3.68% | +5,291+2.0% | Added |
| Main Street Research LLC | 270,348 | $44.6M | 8.80% | −13,219−4.7% | Reduced |
| Stillwater Capital Advisors, LLC | 268,303 | $44.2M | 8.59% | −9,608−3.5% | Reduced |
| CAPROCK Group, Inc. | 268,203 | $44.2M | 3.43% | +30,718+12.9% | Added |
| Thompson Siegel & Walmsley LLC | 267,956 | $44.2M | 0.71% | −30,566−10.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 267,200 | $44.1M | 6.80% | −5,000−1.8% | Reduced |
| Stratos Wealth Advisors, LLC | 266,140 | $43.9M | 3.38% | −2,318−0.9% | Reduced |
| Jag Capital Management, LLC | 265,780 | $43.8M | 5.67% | −314−0.1% | Reduced |
| Amica Mutual Insurance Co | 265,697 | $43.8M | 4.89% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 265,343 | $43.8M | 2.39% | +2,415+0.9% | Added |
| Oakworth Capital, Inc. | 264,624 | $43.6M | 3.90% | −66,074−20.0% | Reduced |
| Greenwood Gearhart Inc | 263,973 | $43.5M | 5.54% | +15,681+6.3% | Added |
| Vancity Investment Management Ltd | 263,912 | $43.5M | 6.10% | −2,272−0.9% | Reduced |
| Wesleyan Assurance Society | 263,900 | $43.5M | 5.04% | −500−0.2% | Reduced |
| SOA Wealth Advisors, LLC. | 263,522 | $43.5M | 10.71% | −4,471−1.7% | Reduced |
| First Nebraska Trust Co | 263,389 | $43.4M | 5.47% | −1,013−0.4% | Reduced |
| Blackhill Capital Inc | 263,000 | $43.4M | 4.84% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 262,696 | $43.3M | 8.92% | +25,964+11.0% | Added |
| Bouchey Financial Group Ltd | 262,425 | $43.3M | 5.72% | +2,122+0.8% | Added |
| Archon Partners LLC | 262,000 | $43.2M | 7.21% | −21,000−7.4% | Reduced |
| Leavell Investment Management, Inc. | 261,869 | $43.2M | 3.08% | −12,137−4.4% | Reduced |
| Apriem Advisors | 260,598 | $43.0M | 6.88% | −5,603−2.1% | Reduced |
| MainStreet Investment Advisors LLC | 258,070 | $42.6M | 4.69% | +1,793+0.7% | Added |
| Mengis Capital Management, Inc. | 256,651 | $42.3M | 8.92% | −6,706−2.5% | Reduced |
| Daymark Wealth Partners, LLC | 256,586 | $42.3M | 5.61% | +27,954+12.2% | Added |
| Falcon Wealth Planning | 256,471 | $42.3M | 10.55% | +1,614+0.6% | Added |
| Waldron Private Wealth LLC | 255,544 | $42.1M | 2.05% | +3,219+1.3% | Added |
| Buckingham Strategic Partners | 255,160 | $42.1M | 2.72% | +63,940+33.4% | Added |
| Telemus Capital, LLC | 254,836 | $42.0M | 3.70% | +1,015+0.4% | Added |
| Gluskin Sheff & Assoc Inc | 254,835 | $42.0M | 2.29% | −15,036−5.6% | Reduced |
| Foster & Motley Inc | 254,815 | $42.0M | 3.42% | −831−0.3% | Reduced |
| Manchester Capital Management LLC | 253,319 | $41.8M | 5.47% | +5,480+2.2% | Added |
| Caldwell Trust Co | 251,930 | $41.5M | 5.76% | −1,442−0.6% | Reduced |
| Meeder Advisory Services, Inc. | 251,477 | $41.5M | 4.78% | +7,872+3.2% | Added |
| Webster Bank, N. A. | 251,372 | $41.5M | 5.40% | −7,066−2.7% | Reduced |
| Columbia Asset Management | 250,652 | $41.3M | 9.41% | −1,823−0.7% | Reduced |
| Quest Investment Management LLC | 250,189 | $41.3M | 5.66% | −126,037−33.5% | Reduced |
| Schechter Investment Advisors, LLC | 249,789 | $41.2M | 3.81% | +11,947+5.0% | Added |
| Newlands Management Operations LLC | 248,975 | $41.1M | 0.73% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 248,804 | $41.0M | 2.99% | +4,525+1.9% | Added |
| Edgewood Management LLC | 248,154 | $40.9M | 0.13% | −5,238−2.1% | Reduced |
| Strategic Advisors LLC | 247,519 | $40.8M | 8.26% | −7,586−3.0% | Reduced |
| Hallmark Capital Management Inc | 247,514 | $40.8M | 3.71% | −2,266−0.9% | Reduced |