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, Q2 2023
Institutional positions in Apple Inc. as of Jun 30, 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
- 4,595
- +112 vs. Q1 2023
- Shares held
- 9.37B
- +21.7M (+0.2%) vs. Q1 2023
- Total value
- $1.82T
- +$276.1B (+17.9%) vs. Q1 2023
- New holders
- 191
- 1,581 more added
- Sold out
- 79
- 2,536 more reduced
42 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 | 6,135 | $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 | 4,403 | $1.69T |
| Q3 2021 | 3,859 | $1.34T |
| Q2 2021 | 3,879 | $1.31T |
| Q1 2021 | 3,855 | $1.17T |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Apple Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| West Financial Advisors, LLC | 12,656 | $2.45M | 0.60% | −1,017−7.4% | Reduced |
| Tandem Investment Advisors, Inc. | 12,670 | $2.46M | 0.11% | +2,384+23.2% | Added |
| Intergy Private Wealth, LLC | 12,706 | $2.46M | 1.21% | +820+6.9% | Added |
| Riverpoint Wealth Management Holdings, LLC | 12,743 | $2.47M | 0.78% | +15+0.1% | Added |
| Live Oak Investment Partners | – | $2.48M | 2.07% | – | – |
| Gouws Capital LLC | 12,800 | $2.48M | 2.05% | −300−2.3% | Reduced |
| Elgethun Capital Management | 12,809 | $2.48M | 0.75% | +131+1.0% | Added |
| Pension & Wealth Management Advisors, Inc. | 8,642 | $2.49M | 1.85% | −4,572−34.6% | Reduced |
| Wealthstream Advisors, Inc. | 12,845 | $2.49M | 1.31% | +1,123+9.6% | Added |
| Allegiance Financial Group Advisory Services LLC | 12,851 | $2.49M | 1.47% | +11+0.1% | Added |
| 25 LLC | 13,083 | $2.49M | 1.38% | +86+0.7% | Added |
| Stephenson National Bank & Trust | 12,861 | $2.49M | 1.36% | −100−0.8% | Reduced |
| Pinnacle Wealth Management, LLC | 12,868 | $2.50M | 2.52% | +12,868 | New |
| Providence First Trust Co | 12,871 | $2.50M | 1.37% | −4,033−23.9% | Reduced |
| Valtinson Bruner Financial Planning LLC | 12,877 | $2.50M | 1.35% | +405+3.2% | Added |
| MBM Wealth Consultants, LLC | 13,170 | $2.50M | 1.07% | +1,304+11.0% | Added |
| Rise Advisors, LLC | 12,910 | $2.50M | 1.94% | −12,367−48.9% | Reduced |
| Warner Financial, Inc | 12,987 | $2.52M | 1.64% | −11−0.1% | Reduced |
| Edentree Asset Management Ltd | 13,000 | $2.52M | 0.86% | +13,000 | New |
| ZRC Wealth Management, LLC | 12,989 | $2.52M | 2.12% | −768−5.6% | Reduced |
| Tanglewood Legacy Advisors, LLC | 12,994 | $2.52M | 1.46% | +50.0% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 13,000 | $2.52M | 1.62% | −1,000−7.1% | Reduced |
| Gill Capital Partners, LLC | 13,005 | $2.52M | 1.06% | −61−0.5% | Reduced |
| Fortress Wealth Management, Inc. | 13,008 | $2.52M | 1.63% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 13,032 | $2.53M | 1.55% | −920−6.6% | Reduced |
| HGK Asset Management Inc | 13,031 | $2.53M | 0.80% | −150−1.1% | Reduced |
| SBB Research Group LLC | 13,066 | $2.53M | 4.60% | +15+0.1% | Added |
| Riverstone Advisors, LLC | 13,116 | $2.54M | 1.54% | +460+3.6% | Added |
| Concorde Asset Management, LLC | 13,128 | $2.55M | 2.35% | +3,011+29.8% | Added |
| Tolleson Wealth Management, Inc. | 13,158 | $2.55M | 0.62% | +5,488+71.6% | Added |
| Raleigh Capital Management Inc. | 13,159 | $2.55M | 1.27% | −1,477−10.1% | Reduced |
| Unique Wealth, LLC | 13,189 | $2.56M | 1.12% | +48+0.4% | Added |
| Professional Financial Advisors, LLC | 13,213 | $2.56M | 1.32% | +62+0.5% | Added |
| Cubic Asset Management, LLC | 13,217 | $2.56M | 0.69% | +47+0.4% | Added |
| FSB Premier Wealth Management, Inc. | 13,229 | $2.57M | 1.39% | −10.0% | Reduced |
| West Chester Capital Advisors, Inc | 13,234 | $2.57M | 4.86% | −117−0.9% | Reduced |
| Palouse Capital Management, Inc. | 13,255 | $2.57M | 1.80% | −1,302−8.9% | Reduced |
| Sensible Money, LLC | 13,273 | $2.57M | 1.87% | −453−3.3% | Reduced |
| Peregrine Asset Advisers, Inc. | 13,326 | $2.58M | 1.98% | −75−0.6% | Reduced |
| BlackDiamond Wealth Management Inc. | 13,350 | $2.58M | 2.18% | +1,004+8.1% | Added |
| Vantage Financial Partners, LLC | 13,336 | $2.59M | 0.97% | −741−5.3% | Reduced |
| TLWM | 13,339 | $2.59M | 0.75% | +85+0.6% | Added |
| Cipher Capital LP | 13,340 | $2.59M | 0.44% | +13,340 | New |
| Stonehearth Capital Management, LLC | 13,348 | $2.59M | 1.36% | +7+0.1% | Added |
| Ami Investment Management Inc | 13,351 | $2.59M | 1.15% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 15,793 | $2.60M | 1.98% | 00.0% | Unchanged |
| Brogan Financial, Inc. | 13,428 | $2.60M | 2.21% | −992−6.9% | Reduced |
| Crane Advisory, LLC | 13,626 | $2.61M | 0.75% | +3,371+32.9% | Added |
| Private Wealth Advisors | 13,442 | $2.61M | 1.10% | −131−1.0% | Reduced |
| Arrowroot Family Office, LLC | 13,476 | $2.61M | 1.98% | +1,729+14.7% | Added |
| Integral Investment Advisors, Inc. | 13,482 | $2.62M | 1.75% | −3,370−20.0% | Reduced |
| Drake & Associates, LLC | 13,486 | $2.62M | 1.17% | −15−0.1% | Reduced |
| Diker Management LLC | 13,492 | $2.62M | 2.19% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 13,492 | $2.62M | 1.49% | +212+1.6% | Added |
| Fortis Capital Management LLC | 13,504 | $2.62M | 0.93% | −1,419−9.5% | Reduced |
| Echo Wealth Management, LLC | 13,505 | $2.62M | 2.83% | −2,541−15.8% | Reduced |
| Goodwin Daniel L | 13,516 | $2.62M | 1.25% | −10−0.1% | Reduced |
| J. Goldman & Co LP | 13,527 | $2.62M | 0.15% | +13,527 | New |
| Ferguson Shapiro LLC | 13,528 | $2.62M | 1.72% | −20,622−60.4% | Reduced |
| Garrison Asset Management, LLC | 13,600 | $2.64M | 1.58% | −120−0.9% | Reduced |
| RCS Financial Planning, LLC | 13,609 | $2.64M | 2.18% | −60.0% | Reduced |
| Seven Post Investment Office LP | 13,639 | $2.65M | 0.82% | −58−0.4% | Reduced |
| EWG Elevate Inc. | 13,658 | $2.65M | 1.10% | −12−0.1% | Reduced |
| FOCUS Wealth Advisors, LLC | 13,660 | $2.65M | 1.79% | −1,247−8.4% | Reduced |
| Smith & Howard Wealth Management, LLC | 13,665 | $2.65M | 0.93% | +1,263+10.2% | Added |
| Heartwood Wealth Advisors LLC | 13,668 | $2.65M | 0.38% | +1,178+9.4% | Added |
| Summit Wealth & Retirement Planning, Inc. | 13,715 | $2.66M | 1.05% | −4,802−25.9% | Reduced |
| Groesbeck Investment Management Corp | 13,720 | $2.66M | 4.05% | +600+4.6% | Added |
| Francis Financial, Inc. | 13,729 | $2.66M | 1.44% | −197−1.4% | Reduced |
| Viewpoint Capital Management LLC | 13,755 | $2.67M | 2.06% | +1,592+13.1% | Added |
| WJ Wealth Management, LLC | 13,758 | $2.67M | 1.26% | +7,198+109.7% | Added |
| Krane Funds Advisors LLC | 13,795 | $2.68M | 0.14% | −2,375−14.7% | Reduced |
| Mainstay Capital Management LLC | 13,807 | $2.68M | 0.48% | −964−6.5% | Reduced |
| Retirement Guys Formula LLC | 13,812 | $2.68M | 1.55% | −833−5.7% | Reduced |
| Waller Financial Planning Group, Inc | 13,829 | $2.68M | 0.74% | −876−6.0% | Reduced |
| KWB Wealth | 13,838 | $2.68M | 0.42% | +217+1.6% | Added |
| Provident Wealth Management, LLC | 13,838 | $2.68M | 1.32% | −615−4.3% | Reduced |
| Chicago Wealth Management, Inc. | 13,850 | $2.69M | 2.05% | −275−1.9% | Reduced |
| Fortune 45 LLC | 13,888 | $2.70M | 2.75% | +247+1.8% | Added |
| Bank Pictet & Cie (Asia) Ltd | 13,928 | $2.70M | 0.80% | −1,497−9.7% | Reduced |
| Compass Ion Advisors, LLC | 13,954 | $2.71M | 0.69% | −534−3.7% | Reduced |
| Lumbard & Kellner, LLC | 13,920 | $2.71M | 1.51% | −1,666−10.7% | Reduced |
| River & Mercantile Asset Management LLP | 13,980 | $2.71M | 0.54% | 00.0% | Unchanged |
| RS Crum Inc. | 14,045 | $2.72M | 0.98% | +9+0.1% | Added |
| FSC Wealth Advisors, LLC | 14,050 | $2.73M | 2.45% | −64−0.5% | Reduced |
| Aspire Capital Advisors LLC | 14,063 | $2.73M | 1.33% | −13−0.1% | Reduced |
| Continental Investors Services, Inc. | 13,983 | $2.73M | 3.23% | +7,891+129.5% | Added |
| Elevatus Welath Management | 14,075 | $2.73M | 1.89% | +14,075 | New |
| Heritage Investment Group, Inc. | 14,117 | $2.74M | 0.76% | +3,588+34.1% | Added |
| Warren Street Wealth Advisors, LLC | 14,130 | $2.74M | 1.81% | +1,420+11.2% | Added |
| Clear Investment Research, LLC | 14,130 | $2.74M | 4.60% | +387+2.8% | Added |
| Heritage Wealth Partners, LLC | 14,144 | $2.74M | 1.62% | +12,404+712.9% | Added |
| Castellan Group, LLC | 14,244 | $2.76M | 1.77% | +1,390+10.8% | Added |
| US Financial Advisors, LLC | 14,292 | $2.77M | 1.18% | −100−0.7% | Reduced |
| Stonebridge Financial Planning Group, LLC | 14,294 | $2.77M | 1.69% | −131−0.9% | Reduced |
| Seven Springs Wealth Group, LLC | 14,305 | $2.77M | 1.32% | −1,233−7.9% | Reduced |
| Industrial Alliance Investment Management Inc. | 14,314 | $2.78M | 1.46% | −1,247,676−98.9% | Reduced |
| Clientfirst Wealth Management, LLC | 14,572 | $2.78M | 3.31% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 14,339 | $2.78M | 0.30% | −176−1.2% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 14,338 | $2.78M | 0.15% | −300−2.0% | Reduced |