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 |
|---|---|---|---|---|---|
| O'Brien Wealth Partners LLC | 23,108 | $4.48M | 1.32% | −600−2.5% | Reduced |
| Windsor Capital Management, LLC | 23,125 | $4.49M | 1.48% | −864−3.6% | Reduced |
| Cardinal Point Capital Management, ULC | 23,352 | $4.49M | 1.35% | −5,422−18.8% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 23,210 | $4.50M | 2.92% | +379+1.7% | Added |
| Redmond Asset Management, LLC | 23,238 | $4.51M | 1.46% | −91−0.4% | Reduced |
| Seldon Capital LP | 23,268 | $4.51M | 4.83% | 00.0% | Unchanged |
| Engrave Wealth Partners LLC | 23,300 | $4.52M | 1.43% | −629−2.6% | Reduced |
| Valueworks LLC | 23,378 | $4.53M | 1.64% | −385−1.6% | Reduced |
| Roanoke Asset Management Corp | 23,368 | $4.53M | 1.79% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 23,381 | $4.54M | 0.13% | +6,410+37.8% | Added |
| S. R. Schill & Associates | 23,423 | $4.54M | 2.06% | +1,314+5.9% | Added |
| Wealthspan Partners, LLC | 23,440 | $4.55M | 3.59% | +3,878+19.8% | Added |
| Reik & Co., LLC | 23,474 | $4.55M | 1.25% | −428−1.8% | Reduced |
| Successful Portfolios LLC | 23,515 | $4.56M | 3.93% | −6,351−21.3% | Reduced |
| Snider Financial Group | 23,519 | $4.56M | 2.18% | +431+1.9% | Added |
| ERTS Wealth Advisors, LLC | 23,525 | $4.56M | 1.06% | −1,725−6.8% | Reduced |
| Hofer & Associates. Inc | 23,538 | $4.57M | 4.38% | +387+1.7% | Added |
| ICW Investment Advisors LLC | 23,551 | $4.57M | 2.45% | +14+0.1% | Added |
| Sara-Bay Financial | 23,561 | $4.57M | 2.22% | +28+0.1% | Added |
| Dividend Assets Capital, LLC | 23,581 | $4.57M | 0.94% | −1,239−5.0% | Reduced |
| Deltec Asset Management LLC | 23,582 | $4.57M | 1.00% | 00.0% | Unchanged |
| Ergawealth Advisors, Inc. | 23,610 | $4.58M | 3.15% | +962+4.2% | Added |
| Ogorek Anthony Joseph | 23,620 | $4.58M | 1.75% | +53+0.2% | Added |
| Paragon Capital Management Ltd | 23,637 | $4.58M | 0.99% | −934−3.8% | Reduced |
| Weik Capital Management | 23,691 | $4.60M | 2.17% | −1,347−5.4% | Reduced |
| Outfitter Financial LLC | 23,720 | $4.60M | 4.12% | −2,465−9.4% | Reduced |
| Trust Co | 23,749 | $4.61M | 0.69% | +4,562+23.8% | Added |
| Imprint Wealth LLC | 24,762 | $4.61M | 2.90% | −11,047−30.8% | Reduced |
| Fortem Financial Group, LLC | 23,752 | $4.61M | 2.73% | −1,182−4.7% | Reduced |
| Park Place Capital Corp | 23,765 | $4.61M | 1.30% | −2,417−9.2% | Reduced |
| Financial Strategies Group, Inc. | 23,765 | $4.61M | 1.47% | +5,835+32.5% | Added |
| St. Louis Trust Co | 23,825 | $4.62M | 0.85% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 23,812 | $4.62M | 2.02% | +940+4.1% | Added |
| Linden Thomas Advisory Services, LLC | 23,901 | $4.64M | 1.03% | +2,199+10.1% | Added |
| Annandale Capital, LLC | 23,937 | $4.64M | 1.35% | −314−1.3% | Reduced |
| KFG Wealth Management, LLC | 23,977 | $4.65M | 2.72% | +302+1.3% | Added |
| TFB Advisors LLC | 24,017 | $4.66M | 2.03% | +11,925+98.6% | Added |
| Black Diamond Financial, LLC | 24,030 | $4.66M | 1.38% | −737−3.0% | Reduced |
| Affinity Investment Advisors, LLC | 24,042 | $4.66M | 2.70% | −12,588−34.4% | Reduced |
| Outlook Wealth Advisors, LLC | 24,102 | $4.68M | 1.77% | +2,480+11.5% | Added |
| Mountain Pacific Investment Advisers Inc | 24,197 | $4.69M | 0.31% | −105−0.4% | Reduced |
| Worth Financial Advisory Group, LLC | 24,228 | $4.70M | 4.36% | −619−2.5% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 24,231 | $4.70M | 1.07% | +100.0% | Added |
| Human Investing LLC | 24,272 | $4.71M | 1.07% | +1,581+7.0% | Added |
| Hoxton Planning & Management, LLC | 24,291 | $4.71M | 2.91% | −363−1.5% | Reduced |
| Curran Financial Partners, LLC | 24,308 | $4.72M | 2.05% | −1,337−5.2% | Reduced |
| Tevis Investment Management | 24,344 | $4.72M | 4.61% | −199−0.8% | Reduced |
| Analog Century Management LP | 24,359 | $4.72M | 1.31% | −9,321−27.7% | Reduced |
| Tectonic Advisors LLC | 24,371 | $4.73M | 0.58% | −3,156−11.5% | Reduced |
| InTrack Investment Management Inc | 24,376 | $4.73M | 3.86% | −7,306−23.1% | Reduced |
| Watershed Private Wealth LLC | 24,407 | $4.73M | 2.87% | +372+1.5% | Added |
| Kraematon Investment Advisors, Inc | 24,420 | $4.74M | 5.21% | +40+0.2% | Added |
| Brasada Capital Management, LP | 24,434 | $4.74M | 1.04% | 00.0% | Unchanged |
| Jacobsen Capital Management | 24,441 | $4.74M | 2.45% | +1,898+8.4% | Added |
| TMD Wealth Management, LLC | 24,516 | $4.76M | 1.24% | +264+1.1% | Added |
| Hengehold Capital Management LLC | 24,536 | $4.76M | 0.63% | −910−3.6% | Reduced |
| Abound Wealth Management | 24,544 | $4.76M | 1.99% | +757+3.2% | Added |
| Legacy Financial Strategies, LLC | 24,554 | $4.76M | 1.59% | +230+0.9% | Added |
| Dougherty Wealth Advisers LLC | 24,580 | $4.77M | 6.54% | −1,916−7.2% | Reduced |
| Portland Hill Asset Management Ltd | 25,601 | $4.77M | 11.27% | −3,268−11.3% | Reduced |
| Davis Investment Partners, LLC | 24,717 | $4.77M | 2.28% | +2,950+13.6% | Added |
| White Knight Strategic Wealth Advisors, LLC | 24,611 | $4.77M | 5.59% | −1,025−4.0% | Reduced |
| Legacy CG, LLC | 24,630 | $4.78M | 2.34% | +1,852+8.1% | Added |
| Dodge & Cox | 24,656 | $4.78M | 0.00% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 24,669 | $4.78M | 1.35% | −381−1.5% | Reduced |
| Bell Investment Advisors, Inc | 24,696 | $4.79M | 1.06% | +252+1.0% | Added |
| Foster Victor Wealth Advisors, LLC | 25,044 | $4.79M | 0.53% | −471−1.8% | Reduced |
| Sicart Associates LLC | 24,729 | $4.80M | 1.86% | +85+0.3% | Added |
| Sunburst Financial Group, LLC | 24,733 | $4.80M | 1.67% | +2,140+9.5% | Added |
| Intellectus Partners, LLC | 24,764 | $4.80M | 1.44% | −788−3.1% | Reduced |
| IAM Advisory, LLC | 24,767 | $4.80M | 1.64% | +353+1.4% | Added |
| Selective Wealth Management, Inc. | 25,473 | $4.80M | 2.40% | +25,473 | New |
| Gould Asset Management LLC | 24,812 | $4.81M | 1.34% | −451−1.8% | Reduced |
| Eldridge Investment Advisors, Inc. | 24,816 | $4.81M | 1.57% | +1,211+5.1% | Added |
| FWL Investment Management, LLC | 24,904 | $4.83M | 3.30% | −676−2.6% | Reduced |
| Union Savings Bank | 24,633 | $4.84M | 2.89% | +24,633 | New |
| Doliver Advisors, LP | 24,977 | $4.84M | 1.47% | −456−1.8% | Reduced |
| Auto-Owners Insurance Co | 25,000 | $4.85M | 0.16% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 25,002 | $4.85M | 0.81% | −5,450−17.9% | Reduced |
| China Universal Asset Management Co., Ltd. | 25,005 | $4.85M | 1.50% | +11,038+79.0% | Added |
| Synergy Financial Group, LTD | 25,013 | $4.85M | 6.55% | +3,477+16.1% | Added |
| Audent Global Asset Management, LLC | 25,016 | $4.85M | 5.80% | −4,783−16.1% | Reduced |
| Centennial Wealth Advisory LLC | 25,018 | $4.85M | 2.53% | +904+3.7% | Added |
| Cooper/Haims Advisors, LLC | 25,030 | $4.86M | 3.72% | +590+2.4% | Added |
| STAR Financial Bank | 25,070 | $4.86M | 4.54% | −90.0% | Reduced |
| Castle Wealth Management LLC | 25,073 | $4.86M | 3.39% | −724−2.8% | Reduced |
| Horan Securities, Inc. | 25,093 | $4.87M | 2.06% | +135+0.5% | Added |
| Cutler Investment Counsel LLC | 25,095 | $4.87M | 0.74% | −810−3.1% | Reduced |
| QP Wealth Management, LLC | 25,203 | $4.89M | 7.75% | −2,323−8.4% | Reduced |
| Rockingstone Advisors LLC | 25,291 | $4.91M | 2.77% | +347+1.4% | Added |
| Lantz Financial LLC | 25,295 | $4.91M | 1.92% | +1,062+4.4% | Added |
| Fortune Financial Advisors, LLC | 25,302 | $4.91M | 3.68% | +25,302 | New |
| Ledge Wealth Management, Inc. | 25,304 | $4.91M | 2.35% | −4,917−16.3% | Reduced |
| Palisades Hudson Asset Management, L.P. | 25,361 | $4.92M | 2.56% | −627−2.4% | Reduced |
| OmniStar Financial Group, Inc. | 25,374 | $4.92M | 5.79% | +168+0.7% | Added |
| Brooks, Moore & Associates, Inc. | 25,388 | $4.92M | 3.47% | −515−2.0% | Reduced |
| Granite Harbor Advisors, Inc. | 25,393 | $4.93M | 3.83% | +109+0.4% | Added |
| Boit C F David | 25,402 | $4.93M | 3.28% | +1,200+5.0% | Added |
| Primoris Wealth Advisors, LLC | 25,467 | $4.94M | 5.42% | +405+1.6% | Added |
| Royal Capital Wealth Management, LLC | 25,488 | $4.94M | 4.66% | +230+0.9% | Added |