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 |
|---|---|---|---|---|---|
| Legacy Wealth Asset Management, LLC | 20,520 | $3.98M | 1.39% | +80.0% | Added |
| Intelligent Financial Strategies | 20,562 | $3.99M | 2.91% | +90.0% | Added |
| Rock Creek Group, LP | 20,563 | $3.99M | 0.58% | +184+0.9% | Added |
| Advisory Resource Group | 20,595 | $3.99M | 1.09% | −40.0% | Reduced |
| Aspire Wealth Management Corp | 20,644 | $4.00M | 3.03% | −809−3.8% | Reduced |
| First City Capital Management, Inc. | 20,666 | $4.01M | 2.37% | −323−1.5% | Reduced |
| Financial Advisory Corp | 20,725 | $4.02M | 1.80% | −2,392−10.3% | Reduced |
| Navellier & Associates Inc | 20,725 | $4.02M | 0.78% | +498+2.5% | Added |
| Kearns & Associates LLC | 20,728 | $4.02M | 3.64% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 20,765 | $4.03M | 1.11% | +530+2.6% | Added |
| Regis Management CO LLC | 20,790 | $4.03M | 1.32% | 00.0% | Unchanged |
| Capital Planning LLC | 20,826 | $4.04M | 1.58% | −107−0.5% | Reduced |
| Washburn Capital Management, Inc. | 20,859 | $4.05M | 3.38% | −517−2.4% | Reduced |
| Blue Square Asset Management, LLC | 20,921 | $4.06M | 2.89% | +9,267+79.5% | Added |
| Dohj, LLC | 20,945 | $4.06M | 1.74% | +191+0.9% | Added |
| Rinkey Investments | 20,975 | $4.07M | 1.86% | +5,149+32.5% | Added |
| Walker Asset Management, LLC | 20,983 | $4.07M | 3.36% | −101−0.5% | Reduced |
| Yost Capital Management, LP | 21,000 | $4.07M | 3.95% | +21,000 | New |
| S.A. Mason LLC | 24,726 | $4.08M | 2.96% | 00.0% | Unchanged |
| Weiss Multi-Strategy Advisers LLC | 21,045 | $4.08M | 0.09% | −87,350−80.6% | Reduced |
| Schulhoff & Co Inc | 21,067 | $4.09M | 1.90% | −105−0.5% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 21,069 | $4.09M | 1.54% | +1,717+8.9% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 21,118 | $4.10M | 0.09% | −344,044−94.2% | Reduced |
| Matrix Private Capital Group LLC | 21,144 | $4.10M | 3.00% | −1,119−5.0% | Reduced |
| Palo Alto Wealth Advisors, LLC | 21,147 | $4.10M | 3.27% | −10.0% | Reduced |
| Robbins Farley LLC | 21,156 | $4.10M | 2.98% | −861−3.9% | Reduced |
| Kaye Capital Management | 21,164 | $4.11M | 2.00% | −74−0.3% | Reduced |
| Wade Financial Advisory, Inc | 21,191 | $4.11M | 1.63% | −752−3.4% | Reduced |
| Granger Management LLC | 21,263 | $4.12M | 1.70% | −12−0.1% | Reduced |
| Berkshire Money Management, Inc. | 21,279 | $4.13M | 0.60% | −562−2.6% | Reduced |
| Cherrydale Wealth Management, LLC | 21,301 | $4.13M | 2.89% | +433+2.1% | Added |
| Stone Point Wealth LLC | 21,314 | $4.13M | 1.71% | −716−3.3% | Reduced |
| Paladin Advisory Group, LLC | 21,412 | $4.15M | 3.33% | −95−0.4% | Reduced |
| Family Asset Management, LLC | 21,416 | $4.15M | 2.81% | +5,900+38.0% | Added |
| Copperwynd Financial, LLC | 21,420 | $4.15M | 1.93% | −466−2.1% | Reduced |
| PFW Advisors LLC | 23,377 | $4.16M | 1.39% | +23,377 | New |
| Relative Value Partners Group, LLC | 21,453 | $4.16M | 0.27% | −753−3.4% | Reduced |
| Element Pointe Advisors, LLC | 21,468 | $4.16M | 1.34% | +50.0% | Added |
| Firethorn Wealth Partners, LLC | 21,480 | $4.17M | 3.11% | +25+0.1% | Added |
| Unionview, LLC | 21,517 | $4.17M | 3.81% | −476−2.2% | Reduced |
| McClarren Financial Advisors, Inc. | 21,548 | $4.18M | 3.46% | +1,350+6.7% | Added |
| Gallagher Fiduciary Advisors, LLC | 21,568 | $4.18M | 0.32% | −558−2.5% | Reduced |
| Massachusetts Wealth Management | 21,621 | $4.19M | 4.01% | +598+2.8% | Added |
| Guild Investment Management, Inc. | 21,662 | $4.20M | 5.91% | −2,546−10.5% | Reduced |
| Alesco Advisors LLC | 21,685 | $4.21M | 0.15% | +176+0.8% | Added |
| MB, Levis & Associates, LLC | 21,698 | $4.21M | 2.70% | −336−1.5% | Reduced |
| Alliance Wealth Advisors, LLC | 21,772 | $4.22M | 3.01% | −771−3.4% | Reduced |
| Arcataur Capital Management LLC | 21,823 | $4.23M | 1.73% | +21,823 | New |
| Shilanski & Associates, Inc. | 21,878 | $4.24M | 1.72% | +107+0.5% | Added |
| Gilman Hill Asset Management, LLC | 21,892 | $4.25M | 0.79% | −475−2.1% | Reduced |
| Worth Asset Management, LLC | 21,897 | $4.25M | 3.24% | +336+1.6% | Added |
| Center For Asset Management LLC | 21,898 | $4.25M | 4.01% | +7,616+53.3% | Added |
| Bluesphere Advisors, LLC | 21,942 | $4.26M | 2.97% | +177+0.8% | Added |
| Dunhill Financial, LLC | 24,082 | $4.27M | 2.80% | +24,082 | New |
| Sentinus, LLC | 22,022 | $4.27M | 1.35% | +1,843+9.1% | Added |
| Salvus Wealth Management, LLC | 22,043 | $4.28M | 3.29% | +40+0.2% | Added |
| JDM Financial Group LLC | 22,083 | $4.28M | 3.72% | −43−0.2% | Reduced |
| Melfa Wealth Management, LLC | 22,097 | $4.29M | 4.34% | +43+0.2% | Added |
| Islay Capital Management, LLC | 22,104 | $4.29M | 3.78% | +5,103+30.0% | Added |
| Caerus Investment Advisors, LLC | 22,117 | $4.29M | 4.85% | −41−0.2% | Reduced |
| MU Investments Co., Ltd. | 22,630 | $4.29M | 5.43% | −100−0.4% | Reduced |
| Pictet Bank & Trust Ltd | 22,190 | $4.30M | 3.51% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 22,213 | $4.31M | 0.75% | +2,536+12.9% | Added |
| Aprio Wealth Management, LLC | 22,236 | $4.31M | 1.18% | −914−3.9% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 22,242 | $4.31M | 2.92% | −928−4.0% | Reduced |
| Carson Advisory Inc. | 22,256 | $4.32M | 3.65% | +1,197+5.7% | Added |
| McAlister, Sweet & Associates, Inc. | 22,256 | $4.32M | 3.71% | +1,087+5.1% | Added |
| Lewis Capital Management, LLC | 22,308 | $4.33M | 6.20% | +12+0.1% | Added |
| HC Advisors, LLC | 22,312 | $4.33M | 2.51% | −618−2.7% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 22,328 | $4.33M | 4.84% | −275−1.2% | Reduced |
| TD Capital Management LLC | 22,338 | $4.33M | 0.52% | −67−0.3% | Reduced |
| Peavine Capital, LLC | 22,360 | $4.34M | 1.02% | 00.0% | Unchanged |
| Source Financial Advisors LLC | 22,362 | $4.34M | 1.42% | +739+3.4% | Added |
| First Financial Corp | 22,368 | $4.34M | 2.78% | −1,724−7.2% | Reduced |
| Southern Capital Advisors, LLC | 22,373 | $4.34M | 3.32% | −1,255−5.3% | Reduced |
| Campbell Wealth Management | 22,380 | $4.34M | 0.56% | +2,723+13.9% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 22,410 | $4.35M | 3.78% | −613−2.7% | Reduced |
| Options Solutions, LLC | 22,464 | $4.36M | 4.30% | −22,285−49.8% | Reduced |
| WMG Financial Advisors, LLC | 22,562 | $4.38M | 3.22% | +1,535+7.3% | Added |
| Ategra Capital Management, LLC | 22,651 | $4.39M | 2.39% | −419−1.8% | Reduced |
| Adamsbrown Wealth Consultants LLC | 22,666 | $4.40M | 2.32% | +478+2.2% | Added |
| Rockbridge Investment Management, LCC | 22,668 | $4.40M | 0.77% | −1,690−6.9% | Reduced |
| Cape Investment Advisory, Inc. | 22,761 | $4.41M | 2.47% | +4,455+24.3% | Added |
| Mountain Capital Investment Advisors, Inc | 22,909 | $4.42M | 1.67% | +624+2.8% | Added |
| IMPACTfolio, LLC | 22,780 | $4.42M | 3.51% | +860+3.9% | Added |
| Morningstar Investment Services LLC | 23,352 | $4.43M | 0.06% | +7,618+48.4% | Added |
| WESPAC Advisors, LLC | 22,847 | $4.43M | 3.55% | +3,668+19.1% | Added |
| Forbes Financial Planning, Inc. | 22,895 | $4.44M | 4.29% | −2,999−11.6% | Reduced |
| LGL Partners, LLC | 22,908 | $4.44M | 0.76% | −498−2.1% | Reduced |
| New Jersey Better Educational Savings Trust | 22,926 | $4.45M | 10.47% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 23,387 | $4.45M | 0.11% | −442,028−95.0% | Reduced |
| Accuvest Global Advisors | 22,940 | $4.45M | 2.28% | −129,179−84.9% | Reduced |
| Murphy Pohlad Asset Management LLC | 22,943 | $4.45M | 1.92% | −524−2.2% | Reduced |
| Red Wave Investments LLC | 23,013 | $4.46M | 1.80% | +133+0.6% | Added |
| Penobscot Wealth Management | 23,051 | $4.47M | 3.28% | +623+2.8% | Added |
| Birchcreek Wealth Management, LLC | 23,031 | $4.47M | 3.12% | +738+3.3% | Added |
| Colton Groome Financial Advisors, LLC | 23,045 | $4.47M | 2.10% | +3,271+16.5% | Added |
| Retirement Group, LLC | 23,065 | $4.47M | 1.86% | +124+0.5% | Added |
| Cassady Schiller Wealth Management, LLC | 23,078 | $4.48M | 2.43% | −275−1.2% | Reduced |
| O'Brien Wealth Partners LLC | 23,108 | $4.48M | 1.32% | −600−2.5% | Reduced |