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 |
|---|---|---|---|---|---|
| Koss-Olinger Consulting, LLC | 14,365 | $2.79M | 0.32% | −687−4.6% | Reduced |
| Capital Wealth Alliance, LLC | 14,376 | $2.79M | 2.10% | −527−3.5% | Reduced |
| Rooted Wealth Advisors, Inc. | 14,597 | $2.79M | 1.88% | −385−2.6% | Reduced |
| MA Private Wealth | 14,404 | $2.79M | 0.65% | +3,727+34.9% | Added |
| Capital Advisory Group Advisory Services, LLC | 14,429 | $2.80M | 2.00% | +844+6.2% | Added |
| Mraz, Amerine & Associates, Inc. | 14,482 | $2.81M | 0.66% | +9+0.1% | Added |
| Wallace Capital Management Inc. | 14,496 | $2.81M | 0.43% | +215+1.5% | Added |
| Lionsbridge Wealth Management LLC | 14,551 | $2.82M | 2.52% | −263−1.8% | Reduced |
| Alpha DNA Investment Management LLC | 14,596 | $2.83M | 1.60% | −1,877−11.4% | Reduced |
| Capital Square, LLC | 14,641 | $2.84M | 2.63% | −88−0.6% | Reduced |
| APCM Wealth Management for Individuals | 14,646 | $2.84M | 0.45% | −307−2.1% | Reduced |
| Gallacher Capital Management LLC | 14,698 | $2.85M | 1.65% | −1,412−8.8% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 14,704 | $2.85M | 2.76% | −600−3.9% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 14,719 | $2.85M | 0.07% | −2,070−12.3% | Reduced |
| Delphi Management Inc | 14,717 | $2.85M | 3.01% | +14,717 | New |
| Rebalance, LLC | 14,746 | $2.86M | 0.27% | −421−2.8% | Reduced |
| Nalls Sherbakoff Group, LLC | 16,140 | $2.86M | 2.81% | −97−0.6% | Reduced |
| DCF Advisers, LLC | 14,750 | $2.86M | 1.97% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 14,776 | $2.87M | 1.71% | +657+4.7% | Added |
| KilterHowling LLC | 14,787 | $2.87M | 2.45% | +458+3.2% | Added |
| First Affirmative Financial Network | 14,815 | $2.87M | 2.87% | +719+5.1% | Added |
| Harvey Investment Co LLC | 14,816 | $2.87M | 0.38% | +74+0.5% | Added |
| Powell Investment Advisors, LLC | 14,854 | $2.88M | 1.68% | −53−0.4% | Reduced |
| Greenwich Investment Management, Inc. | 14,858 | $2.88M | 2.18% | +1,142+8.3% | Added |
| V2 Financial group LLC | 14,860 | $2.88M | 2.07% | +40.0% | Added |
| Autumn Glory Partners, LLC | 14,874 | $2.89M | 2.11% | +11,928+404.9% | Added |
| Arbor Capital Management Inc | 15,024 | $2.89M | 2.25% | −22−0.1% | Reduced |
| Resource Consulting Group Inc | 14,932 | $2.90M | 0.57% | +1,655+12.5% | Added |
| Galibier Capital Management Ltd. | 14,942 | $2.90M | 0.67% | −1,526−9.3% | Reduced |
| Archetype Wealth Partners | 15,020 | $2.91M | 0.56% | +528+3.6% | Added |
| Arcus Capital Partners, LLC | 15,054 | $2.92M | 0.87% | +50.0% | Added |
| Helen Stephens Group, LLC | 15,066 | $2.92M | 1.48% | +90+0.6% | Added |
| Pinnacle Wealth Management Group, Inc. | 15,071 | $2.92M | 2.55% | −481−3.1% | Reduced |
| Avion Wealth | 15,086 | $2.93M | 0.77% | +254+1.7% | Added |
| Elkhorn Partners Limited Partnership | 15,100 | $2.93M | 1.87% | −680−4.3% | Reduced |
| MinichMacGregor Wealth Management, LLC | 15,103 | $2.93M | 0.91% | −135−0.9% | Reduced |
| Wealth Management Solutions, LLC | 15,137 | $2.94M | 1.91% | −2,235−12.9% | Reduced |
| Buttonwood Financial Advisors Inc. | 15,147 | $2.94M | 1.84% | +4,615+43.8% | Added |
| Carlsbad Wealth Advisory Group, Inc. | 15,151 | $2.94M | 1.89% | +15,151 | New |
| Catalyst Private Wealth, LLC | 15,169 | $2.94M | 1.84% | −1,470−8.8% | Reduced |
| Verum Partners LLC | 15,178 | $2.94M | 2.67% | +5,730+60.6% | Added |
| Pearl River Capital, LLC | 15,185 | $2.95M | 0.47% | +15,185 | New |
| Berkeley Capital Partners, LLC | 15,189 | $2.95M | 1.04% | +123+0.8% | Added |
| Firestone Capital Management | 15,204 | $2.95M | 0.96% | −1,619−9.6% | Reduced |
| Wulff, Hansen & Co. | 15,210 | $2.95M | 3.30% | −190−1.2% | Reduced |
| Ade, LLC | 15,218 | $2.95M | 2.06% | −59−0.4% | Reduced |
| Malaga Cove Capital, LLC | 15,283 | $2.96M | 1.37% | −29−0.2% | Reduced |
| Cherry Tree Wealth Management, LLC | 15,346 | $2.98M | 0.87% | +15,346 | New |
| Basso Capital Management, L.P. | 15,360 | $2.98M | 3.30% | −520−3.3% | Reduced |
| Stableford Capital II LLC | 16,743 | $2.98M | 1.32% | +11,793+238.2% | Added |
| Kennicott Capital Management LLC | 46,111 | $2.98M | 1.53% | +30,749+200.2% | Added |
| WorthPointe, LLC | 15,372 | $2.98M | 1.86% | +7,010+83.8% | Added |
| Kellett Schaffner Wealth Advisors LLC | 15,385 | $2.98M | 2.71% | −960−5.9% | Reduced |
| Milestone Advisory Partners | 15,412 | $2.99M | 2.71% | −244−1.6% | Reduced |
| KLR Investment Advisors, LLC | 15,424 | $2.99M | 2.46% | −206−1.3% | Reduced |
| Driehaus Capital Management LLC | 15,449 | $3.00M | 0.04% | +7,564+95.9% | Added |
| SFG Wealth Management, LLC. | 15,462 | $3.00M | 2.51% | +3,686+31.3% | Added |
| HTG Investment Advisors, Inc. | 15,531 | $3.01M | 2.49% | −1,278−7.6% | Reduced |
| KC Investment Advisors, LLC | 15,538 | $3.01M | 2.04% | +4,244+37.6% | Added |
| Private Management Group Inc | 15,540 | $3.01M | 0.13% | −3,884−20.0% | Reduced |
| Myecfo, LLC | 15,557 | $3.02M | 2.19% | −7,514−32.6% | Reduced |
| Richelieu Gestion PLC | 15,563 | $3.02M | 2.51% | −2,145−12.1% | Reduced |
| Old West Investment Management, LLC | 15,573 | $3.02M | 1.58% | −200−1.3% | Reduced |
| Wealthgate Family Office, LLC | 15,585 | $3.02M | 8.84% | 00.0% | Unchanged |
| Droms Strauss Advisors Inc | 15,809 | $3.02M | 1.26% | +224+1.4% | Added |
| Riverpark Capital Management LLC | 15,599 | $3.03M | 5.36% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 15,672 | $3.04M | 1.80% | 00.0% | Unchanged |
| Renasant Bank | 15,673 | $3.04M | 2.48% | −2,480−13.7% | Reduced |
| John W. Brooker & Co., CPAs | 15,723 | $3.05M | 1.97% | −1,806−10.3% | Reduced |
| Leo H. Evart, Inc. | 15,728 | $3.05M | 4.23% | −22−0.1% | Reduced |
| Barings LLC | 15,776 | $3.06M | 0.10% | +3,047+23.9% | Added |
| Caliber Wealth Management, LLC | 15,777 | $3.06M | 2.05% | −319−2.0% | Reduced |
| Forza Wealth Management, LLC | 15,785 | $3.06M | 1.54% | −251−1.6% | Reduced |
| Kelman-Lazarov, Inc. | 15,835 | $3.07M | 0.74% | +319+2.1% | Added |
| One + One Wealth Management, LLC | 15,838 | $3.07M | 1.96% | −980−5.8% | Reduced |
| Pointe Capital Management LLC | 15,845 | $3.07M | 2.32% | +434+2.8% | Added |
| LifePro Asset Management | 15,850 | $3.07M | 2.37% | +9,506+149.8% | Added |
| Covenant Partners, LLC | 15,856 | $3.08M | 1.11% | 00.0% | Unchanged |
| BW Gestao de Investimentos Ltda. | 15,858 | $3.08M | 0.47% | −43,867−73.4% | Reduced |
| Interchange Capital Partners, LLC | 15,915 | $3.09M | 2.35% | −16,202−50.4% | Reduced |
| Capstone Wealth Management Group, LLC | 15,961 | $3.10M | 3.19% | −3,610−18.4% | Reduced |
| Freedom Wealth Alliance, LLC | 16,274 | $3.10M | 4.33% | +183+1.1% | Added |
| Discovery Value Fund | 15,998 | $3.10M | 1.57% | +15,998 | New |
| CMT Capital Markets Trading GmbH | 16,000 | $3.10M | 1.29% | +16,000 | New |
| Black Swift Group, LLC | 16,034 | $3.11M | 1.06% | +5,000+45.3% | Added |
| Eagle Harbor Asset Management Inc | 16,056 | $3.11M | 4.07% | −1,692−9.5% | Reduced |
| Corundum Trust Company, INC | 16,078 | $3.12M | 8.53% | +16,078 | New |
| Aft, Forsyth & Sober, LLC | 16,100 | $3.12M | 1.30% | +650+4.2% | Added |
| Alaska Permanent Fund Corp | 16,117 | $3.13M | 0.06% | +16,117 | New |
| NinePointTwo Capital | 16,157 | $3.13M | 1.21% | 00.0% | Unchanged |
| Custos Family Office, LLC | 16,153 | $3.13M | 2.03% | −488−2.9% | Reduced |
| Collective Family Office LLC | 16,180 | $3.14M | 1.23% | +101+0.6% | Added |
| Israel Discount Bank of New York | 16,184 | $3.14M | 2.50% | −3,205−16.5% | Reduced |
| Blackston Financial Advisory Group, LLC | 16,186 | $3.14M | 2.26% | −454−2.7% | Reduced |
| Tucker Asset Management LLC | 16,205 | $3.14M | 0.91% | +908+5.9% | Added |
| Ssi Investment Management LLC | 16,221 | $3.15M | 0.22% | −3,467−17.6% | Reduced |
| Caxton Associates LP | 16,248 | $3.15M | 0.47% | −4,572−22.0% | Reduced |
| Virginia Wealth Management Group, Inc. | 16,317 | $3.16M | 2.17% | −2,423−12.9% | Reduced |
| Sharper & Granite LLC | 16,323 | $3.17M | 1.82% | −688−4.0% | Reduced |
| Etfidea, LLC | 16,324 | $3.17M | 1.29% | +152+0.9% | Added |