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 |
|---|---|---|---|---|---|
| Epiq Partners, LLC | 18,190 | $3.53M | 2.40% | −582−3.1% | Reduced |
| Goldstone Financial Group, LLC | 18,207 | $3.53M | 1.04% | +1,822+11.1% | Added |
| American State Bank (Iowa) | 18,222 | $3.53M | 2.46% | −423−2.3% | Reduced |
| Birmingham Capital Management Co Inc | 18,237 | $3.54M | 1.48% | −1,930−9.6% | Reduced |
| Fca Corp | 18,254 | $3.54M | 1.31% | −528−2.8% | Reduced |
| Whelan Financial | 18,329 | $3.56M | 1.86% | +15+0.1% | Added |
| Obsidian Personal Planning Solutions LLC | 18,471 | $3.58M | 4.41% | −300−1.6% | Reduced |
| Capital Markets Trading UK LLP | 18,482 | $3.58M | 2.62% | +18,482 | New |
| AAFMAA Wealth Management & Trust LLC | 18,484 | $3.59M | 2.96% | −2,856−13.4% | Reduced |
| Proffitt & Goodson Inc | 18,487 | $3.59M | 0.71% | −239−1.3% | Reduced |
| Liberty One Investment Management, LLC | 18,512 | $3.59M | 0.47% | +90.0% | Added |
| Acorn Wealth Advisors, LLC | 18,516 | $3.59M | 2.45% | +38+0.2% | Added |
| Scharf Investments, LLC | 18,519 | $3.59M | 0.11% | +1,121+6.4% | Added |
| First Washington CORP | 18,523 | $3.59M | 1.58% | −8,727−32.0% | Reduced |
| Parker Investment Management, LLC | 18,568 | $3.60M | 0.74% | +2,682+16.9% | Added |
| Cahill Wealth Management, LLC | 18,622 | $3.61M | 2.49% | −48−0.3% | Reduced |
| Athena Investment Management | 18,628 | $3.61M | 2.49% | −579−3.0% | Reduced |
| Tributary Capital Management, LLC | 18,652 | $3.62M | 0.32% | −1,075−5.4% | Reduced |
| Mach-1 Financial Group, Inc. | 18,668 | $3.62M | 1.45% | +7,253+63.5% | Added |
| Tobias Financial Advisors, Inc. | 18,689 | $3.63M | 0.98% | −240−1.3% | Reduced |
| Summit Wealth Partners, LLC | 18,702 | $3.63M | 0.91% | −242−1.3% | Reduced |
| Quattro Financial Advisors LLC | 18,774 | $3.64M | 1.45% | +2,931+18.5% | Added |
| R. W. Roge & Company, Inc. | 18,802 | $3.65M | 2.54% | 00.0% | Unchanged |
| FMB Wealth Management | 18,832 | $3.65M | 3.88% | +107+0.6% | Added |
| Sterling Group Wealth Management, LLC | 18,862 | $3.66M | 3.17% | +331+1.8% | Added |
| Three Bridge Wealth Advisors, LLC | 18,865 | $3.66M | 1.55% | −1,208−6.0% | Reduced |
| Cardinal Strategic Wealth Guidance | 18,961 | $3.66M | 1.63% | −25−0.1% | Reduced |
| Wealth Advisors of Iowa, LLC | 18,881 | $3.66M | 2.68% | +322+1.7% | Added |
| Weiss Asset Management LP | 18,883 | $3.66M | 0.46% | +18,883 | New |
| McGowan Group Asset Management, Inc. | 18,897 | $3.67M | 0.57% | +72+0.4% | Added |
| Townsend & Associates, Inc | 18,936 | $3.67M | 0.94% | +231+1.2% | Added |
| Eads & Heald Wealth Management | 18,903 | $3.67M | 1.80% | −2,058−9.8% | Reduced |
| Verity Asset Management, Inc. | 18,932 | $3.67M | 2.72% | −20,064−51.5% | Reduced |
| Tobam | 18,976 | $3.68M | 0.28% | −3,415−15.3% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 19,000 | $3.69M | 0.41% | +19,000 | New |
| Retirement Income Solutions, Inc | 19,006 | $3.69M | 0.99% | +1,239+7.0% | Added |
| Narus Financial Partners, LLC | 19,031 | $3.69M | 1.91% | −219−1.1% | Reduced |
| Tennessee Valley Asset Management Partners | 19,047 | $3.69M | 1.19% | −60.0% | Reduced |
| Community Bank of Raymore | 19,063 | $3.70M | 1.60% | +2,437+14.7% | Added |
| Foundation Wealth Management, LLC | 19,121 | $3.71M | 3.62% | −722−3.6% | Reduced |
| Paul Damon & Associates, Inc. | 19,197 | $3.72M | 2.33% | +489+2.6% | Added |
| Colony Family Offices, LLC | 19,244 | $3.73M | 1.57% | −22,802−54.2% | Reduced |
| Abacus Wealth Partners, LLC | 19,254 | $3.73M | 1.12% | −566−2.9% | Reduced |
| Great Point Wealth Advisors, LLC | 19,272 | $3.74M | 1.12% | +931+5.1% | Added |
| Madrona Financial Services, LLC | 19,280 | $3.74M | 1.83% | −70.0% | Reduced |
| Versant Capital Management, Inc | 19,293 | $3.74M | 1.20% | −1,050−5.2% | Reduced |
| Praetorian Wealth Management, Inc. | 19,307 | $3.74M | 1.16% | +21+0.1% | Added |
| Beirne Wealth Consulting Services, LLC | 19,324 | $3.75M | 2.99% | 00.0% | Unchanged |
| Invenio Wealth Partners LLC | 19,364 | $3.76M | 4.26% | +19,364 | New |
| Pinnacle Holdings, LLC | 19,367 | $3.76M | 1.68% | −423−2.1% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 19,375 | $3.76M | 2.78% | −175−0.9% | Reduced |
| Tradewinds Capital Management, LLC | 19,388 | $3.76M | 1.17% | +3,072+18.8% | Added |
| Capital Management Associates | 19,401 | $3.76M | 5.53% | +2,030+11.7% | Added |
| Grace & White Inc | 19,429 | $3.77M | 0.69% | +4,370+29.0% | Added |
| Rainey & Randall Investment Management Inc. | 19,455 | $3.77M | 1.12% | +14+0.1% | Added |
| Camden National Bank | 19,498 | $3.78M | 0.74% | −565−2.8% | Reduced |
| PCA Investment Advisory Services Inc. | 19,522 | $3.79M | 2.26% | +71+0.4% | Added |
| Sustainable Growth Advisers, LP | 19,556 | $3.79M | 0.02% | 00.0% | Unchanged |
| BCGM Wealth Management, LLC | 19,615 | $3.80M | 1.68% | +5,717+41.1% | Added |
| Independent Wealth Network Inc. | 19,635 | $3.81M | 2.29% | −1,367−6.5% | Reduced |
| Glass Jacobson Investment Advisors llc | 19,685 | $3.82M | 1.75% | +19,685 | New |
| Vahanian & Associates Financial Planning Inc. | 19,731 | $3.83M | 12.10% | 00.0% | Unchanged |
| Cumberland Advisors Inc | 19,755 | $3.83M | 1.75% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 19,822 | $3.84M | 1.78% | −10,095−33.7% | Reduced |
| Towerpoint Wealth, LLC | 19,852 | $3.85M | 2.17% | −1,143−5.4% | Reduced |
| Eagle Bay Advisors LLC | 19,855 | $3.85M | 2.20% | −262−1.3% | Reduced |
| Aspire Private Capital, LLC | 19,890 | $3.86M | 1.23% | +214+1.1% | Added |
| Coppell Advisory Solutions LLC | 20,353 | $3.86M | 1.14% | −12,787−38.6% | Reduced |
| First National Bank Sioux Falls | 19,894 | $3.86M | 2.45% | 00.0% | Unchanged |
| CPA Asset Management LLC | 19,906 | $3.86M | 2.77% | −3,048−13.3% | Reduced |
| Grant Street Asset Management, Inc. | 19,921 | $3.86M | 1.46% | +1,064+5.6% | Added |
| Ruedi Wealth Management, Inc. | 19,961 | $3.87M | 2.28% | −10−0.1% | Reduced |
| AAFCPAs Wealth Management, LLC | 19,965 | $3.87M | 2.44% | −558−2.7% | Reduced |
| United Fire Group Inc | 20,000 | $3.88M | 2.99% | 00.0% | Unchanged |
| Viking Fund Management LLC | 20,000 | $3.88M | 0.73% | 00.0% | Unchanged |
| Trust Co of Kansas | 20,008 | $3.88M | 2.32% | −746−3.6% | Reduced |
| Mendel Money Management | 20,018 | $3.88M | 2.00% | −771−3.7% | Reduced |
| Emerald Advisors, LLC | 20,027 | $3.88M | 0.93% | +165+0.8% | Added |
| Pensionmark Financial Group, LLC | 20,084 | $3.90M | 0.75% | +418+2.1% | Added |
| Boston Partners | 20,103 | $3.90M | 0.01% | −5,269−20.8% | Reduced |
| Beaird Harris Wealth Management, LLC | 20,103 | $3.90M | 0.47% | −94−0.5% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $3.90M | 3.18% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 20,168 | $3.91M | 1.95% | −249−1.2% | Reduced |
| Viawealth, LLC | 20,224 | $3.92M | 2.93% | −231−1.1% | Reduced |
| Stevens Capital Management LP | 20,231 | $3.92M | 0.81% | −107,227−84.1% | Reduced |
| FSA Wealth Management LLC | 20,262 | $3.93M | 2.12% | −446−2.2% | Reduced |
| Coombe, Bender & Co LLC | 20,262 | $3.93M | 2.86% | −4,072−16.7% | Reduced |
| Bowman & Co S.C. | 20,266 | $3.93M | 2.98% | −1,458−6.7% | Reduced |
| LVZ Advisors, Inc. | 20,289 | $3.94M | 0.55% | −1,140−5.3% | Reduced |
| Bridgewealth Advisory Group, LLC | 20,290 | $3.94M | 6.40% | +26+0.1% | Added |
| Kendall Capital Management | 20,292 | $3.94M | 1.73% | −225−1.1% | Reduced |
| Hardy Reed LLC | 20,305 | $3.94M | 0.69% | −1,517−7.0% | Reduced |
| Beck Capital Management, LLC | 20,320 | $3.94M | 1.55% | +48+0.2% | Added |
| Mayport, LLC | 20,398 | $3.96M | 2.24% | −90−0.4% | Reduced |
| SAM Advisors, LLC | 20,429 | $3.96M | 1.65% | −2,896−12.4% | Reduced |
| Detalus Advisors, LLC | 20,431 | $3.96M | 1.78% | −56−0.3% | Reduced |
| Terra Nova Asset Management LLC | 20,463 | $3.97M | 3.61% | −657−3.1% | Reduced |
| Redwood Wealth Management Group, LLC | 20,487 | $3.97M | 4.41% | −69−0.3% | Reduced |
| LaSalle St. Investment Advisors, LLC | 20,507 | $3.98M | 1.76% | −3,570−14.8% | Reduced |
| MRP Capital Investments, LLC | 20,519 | $3.98M | 3.89% | −1,650−7.4% | Reduced |