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 |
|---|---|---|---|---|---|
| Luts & Greenleigh Group, Inc | 16,341 | $3.17M | 3.91% | −253−1.5% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 16,405 | $3.18M | 0.88% | +577+3.6% | Added |
| Cercano Management LLC | 16,431 | $3.19M | 0.11% | 00.0% | Unchanged |
| Werlinich Asset Management, LLC | 16,470 | $3.19M | 2.56% | −495−2.9% | Reduced |
| Von Berge Wealth Management Group, LLC | 16,497 | $3.20M | 2.65% | +74+0.5% | Added |
| Oliver Lagore Vanvalin Investment Group | 16,502 | $3.20M | 1.21% | +3,644+28.3% | Added |
| Investors Research Corp | 16,532 | $3.21M | 0.81% | +75+0.5% | Added |
| Sendero Wealth Management, LLC | 16,553 | $3.21M | 0.70% | +16,553 | New |
| Thrive Capital Management, LLC | 16,563 | $3.21M | 1.83% | +2,912+21.3% | Added |
| Dixon Fnancial Services, Inc. | 16,570 | $3.21M | 2.09% | +117+0.7% | Added |
| Fenimore Asset Management Inc | 16,590 | $3.22M | 0.08% | +444+2.7% | Added |
| CKW Financial Group | 16,597 | $3.22M | 0.48% | +1,115+7.2% | Added |
| Lake Hills Wealth Management, LLC | 16,603 | $3.22M | 3.51% | −226−1.3% | Reduced |
| Private Capital Management, LLC | 16,616 | $3.22M | 0.39% | +6,943+71.8% | Added |
| Greylin Investment Mangement Inc | 16,657 | $3.23M | 0.58% | 00.0% | Unchanged |
| G&S Capital LLC | 16,661 | $3.23M | 1.55% | −637−3.7% | Reduced |
| Reuter James Wealth Management, LLC | 16,674 | $3.23M | 3.90% | +501+3.1% | Added |
| AlphaQ Advisors LLC | 16,709 | $3.24M | 2.39% | +1,073+6.9% | Added |
| West Bancorporation Inc | 16,712 | $3.24M | 2.18% | +540+3.3% | Added |
| Green Alpha Advisors, LLC | 16,713 | $3.24M | 2.13% | +508+3.1% | Added |
| New Republic Capital, LLC | 16,716 | $3.24M | 2.25% | +1,503+9.9% | Added |
| Conservest Capital Advisors, Inc. | 16,747 | $3.25M | 0.38% | +268+1.6% | Added |
| Bassett Hargrove Investment Counsel, LLC | 25,064 | $3.25M | 6.08% | +114+0.5% | Added |
| Bollard Group LLC | 16,782 | $3.25M | 0.11% | +1,152+7.4% | Added |
| Sterling Financial Planning, Inc. | 16,785 | $3.26M | 1.61% | −370−2.2% | Reduced |
| Difesa Capital Management, LP | 16,800 | $3.26M | 8.56% | −90−0.5% | Reduced |
| Opus Capital Group, LLC | 16,810 | $3.26M | 0.56% | −563−3.2% | Reduced |
| Hutner Capital Management Inc | 16,829 | $3.26M | 1.91% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 16,913 | $3.28M | 2.97% | +478+2.9% | Added |
| Avaii Wealth Management, LLC | 16,916 | $3.28M | 2.52% | −911−5.1% | Reduced |
| Cox Capital Mgt LLC | 16,956 | $3.29M | 2.42% | −865−4.9% | Reduced |
| Cornerstone Retirement Group, Inc. | 16,959 | $3.29M | 0.91% | +5,478+47.7% | Added |
| Beck Bode, LLC | 16,960 | $3.29M | 0.80% | −3,465−17.0% | Reduced |
| Olstein Capital Management, L.P. | 17,000 | $3.30M | 0.53% | −19,000−52.8% | Reduced |
| First Bank & Trust | 17,008 | $3.30M | 0.84% | −655−3.7% | Reduced |
| Rain Capital Management, LLC | 17,026 | $3.30M | 2.58% | −984−5.5% | Reduced |
| AllSquare Wealth Management LLC | 18,701 | $3.32M | 2.16% | 00.0% | Unchanged |
| Regimen Wealth, LLC | 17,095 | $3.32M | 1.37% | −242−1.4% | Reduced |
| Select Asset Management & Trust | 17,143 | $3.33M | 2.03% | +3,750+28.0% | Added |
| Lane & Associates LLC | 17,143 | $3.33M | 2.65% | −203−1.2% | Reduced |
| John G Ullman & Associates Inc | 17,157 | $3.33M | 0.51% | −1,311−7.1% | Reduced |
| Aspen Wealth Strategies, LLC | 17,166 | $3.33M | 2.53% | −1,253−6.8% | Reduced |
| Cedrus LLC | 17,195 | $3.34M | 2.35% | −611−3.4% | Reduced |
| Flaharty Asset Management, LLC | 17,196 | $3.34M | 0.57% | +557+3.3% | Added |
| Investors Asset Management of Georgia Inc | 17,217 | $3.34M | 1.72% | −68−0.4% | Reduced |
| Scarborough Advisors, LLC | 17,221 | $3.34M | 0.80% | +402+2.4% | Added |
| Fortress Wealth Group, LLC | 18,683 | $3.34M | 2.11% | −170−0.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 17,254 | $3.35M | 0.02% | +4,478+35.1% | Added |
| Alamar Capital Management, LLC | 17,266 | $3.35M | 2.46% | +604+3.6% | Added |
| Geometric Wealth Advisors | 17,601 | $3.36M | 1.04% | +282+1.6% | Added |
| Todd Asset Management LLC | 17,305 | $3.36M | 0.08% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 17,314 | $3.36M | 0.29% | −420−2.4% | Reduced |
| CenterBook Partners LP | 17,332 | $3.36M | 0.42% | +17,332 | New |
| Aspen Investment Management Inc | 17,336 | $3.36M | 2.00% | −410−2.3% | Reduced |
| 4J Wealth Management LLC | 17,356 | $3.37M | 3.27% | −3,408−16.4% | Reduced |
| CGC Financial Services, LLC | 17,358 | $3.37M | 2.19% | +17,358 | New |
| Retirement Investment Advisors, Inc. | 17,360 | $3.37M | 0.40% | +12+0.1% | Added |
| HMS Capital Management, LLC | 17,360 | $3.37M | 2.04% | −943−5.2% | Reduced |
| Blue Bell Private Wealth Management, LLC | 17,362 | $3.37M | 0.89% | +3,412+24.5% | Added |
| Financial Guidance Group, Inc. | 17,380 | $3.37M | 2.48% | −100−0.6% | Reduced |
| HBK Investments L P | 17,389 | $3.37M | 0.11% | −7,992−31.5% | Reduced |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 17,394 | $3.37M | 1.71% | 00.0% | Unchanged |
| Alterna Wealth Management, Inc | 17,424 | $3.38M | 3.92% | −4,679−21.2% | Reduced |
| QVR LLC | 17,445 | $3.38M | 3.64% | +17,445 | New |
| Centennial Bank | 17,451 | $3.38M | 2.28% | −3,388−16.3% | Reduced |
| JRM Investment Counsel, LLC | 17,455 | $3.39M | 1.44% | −11,701−40.1% | Reduced |
| Kelly Financial Services LLC | 17,483 | $3.39M | 1.61% | +461+2.7% | Added |
| Zweig-DiMenna Associates LLC | 17,550 | $3.40M | 0.46% | −250−1.4% | Reduced |
| Jackson Thornton Asset Management, LLC | 17,582 | $3.41M | 0.69% | +2,360+15.5% | Added |
| Nottingham Advisors, Inc. | 17,585 | $3.41M | 0.45% | −450−2.5% | Reduced |
| Rational Advisors LLC | 17,608 | $3.42M | 0.28% | −7,974−31.2% | Reduced |
| Integris Wealth Management, LLC | 17,608 | $3.42M | 1.21% | −178−1.0% | Reduced |
| Sterling Manor Financial, LLC | 17,621 | $3.42M | 2.88% | +295+1.7% | Added |
| Latitude Advisors, LLC | 17,653 | $3.42M | 2.38% | −37−0.2% | Reduced |
| Campion Asset Management LLC | 17,655 | $3.42M | 3.05% | +120+0.7% | Added |
| Howard Capital Management Inc. | 17,722 | $3.44M | 0.46% | +14,850+517.1% | Added |
| NCM Capital Management, LLC | 17,769 | $3.45M | 2.40% | +47+0.3% | Added |
| Bond & Devick Financial Network, Inc. | 17,796 | $3.45M | 2.14% | −275−1.5% | Reduced |
| Cavalier Investments, LLC | 17,831 | $3.46M | 1.26% | +17,831 | New |
| Better Money Decisions, LLC | 17,859 | $3.46M | 2.82% | +160+0.9% | Added |
| Hurlow Wealth Management Group, Inc. | 17,910 | $3.47M | 1.48% | −152−0.8% | Reduced |
| apricus wealth, LLC | 17,924 | $3.48M | 3.06% | −2,621−12.8% | Reduced |
| Sunflower Bank, N.A. | 17,927 | $3.48M | 0.81% | −382−2.1% | Reduced |
| Lawson Kroeker Investment Management Inc | 17,931 | $3.48M | 0.83% | −599−3.2% | Reduced |
| TNF LLC | 17,937 | $3.48M | 1.52% | +9+0.1% | Added |
| Sterling Investment Management, Inc. | 17,944 | $3.48M | 2.76% | −3,671−17.0% | Reduced |
| Ullmann Financial Group, Inc. | 17,963 | $3.48M | 0.70% | +412+2.3% | Added |
| Compass Capital Management, Inc | 18,067 | $3.50M | 0.25% | −945−5.0% | Reduced |
| GEM Asset Management, LLC | 18,073 | $3.51M | 2.71% | −33−0.2% | Reduced |
| Crumly & Associates Inc. | 18,081 | $3.51M | 1.40% | −726−3.9% | Reduced |
| Aletheian Wealth Advisors LLC | 18,081 | $3.51M | 2.40% | +6,373+54.4% | Added |
| Loudon Investment Management, LLC | 18,091 | $3.51M | 2.31% | −410−2.2% | Reduced |
| Morris Retirement Advisors, LLC | 18,103 | $3.51M | 2.42% | −863−4.6% | Reduced |
| CJM Wealth Advisers, Ltd. | 18,110 | $3.51M | 1.78% | −56−0.3% | Reduced |
| Carr Financial Group Corp | 18,113 | $3.51M | 1.40% | −160−0.9% | Reduced |
| Running Point Capital Advisors, LLC | 18,124 | $3.52M | 1.97% | +233+1.3% | Added |
| Pathway Financial Advisors LLC | 18,142 | $3.52M | 1.15% | +28+0.2% | Added |
| Oldfather Financial Services, LLC | 18,165 | $3.52M | 1.72% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 18,167 | $3.52M | 1.71% | −1,034−5.4% | Reduced |
| Plan Group Financial, LLC | 18,968 | $3.53M | 2.94% | +18,968 | New |