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 |
|---|---|---|---|---|---|
| Financial Connections Group, Inc. | 25,495 | $4.95M | 3.24% | +4,780+23.1% | Added |
| Briggs Advisory Group, Inc. | 25,516 | $4.95M | 2.76% | +2,316+10.0% | Added |
| Affinity Wealth Management LLC | 25,533 | $4.95M | 1.14% | +1,112+4.6% | Added |
| WPWealth LLP | 25,564 | $4.96M | 2.13% | +176+0.7% | Added |
| Total Investment Management Inc | 25,612 | $4.97M | 0.64% | +440+1.7% | Added |
| Grey Fox Wealth Advisors, LLC | 25,628 | $4.97M | 2.56% | −531−2.0% | Reduced |
| ShoreHaven Wealth Partners, LLC | 25,645 | $4.97M | 3.33% | −37−0.1% | Reduced |
| First Citizens Financial Corp | 25,654 | $4.98M | 3.38% | +25,654 | New |
| McElhenny Sheffield Capital Management, LLC | 25,648 | $4.98M | 2.13% | +77+0.3% | Added |
| New World Advisors LLC | 25,704 | $4.99M | 1.76% | −534−2.0% | Reduced |
| Summit Financial Group Inc | 25,709 | $4.99M | 1.94% | −431−1.6% | Reduced |
| Callan Family Office, LLC | 25,737 | $4.99M | 1.32% | −3,197−11.0% | Reduced |
| PRW Wealth Management LLC | 25,844 | $5.01M | 1.72% | +3,884+17.7% | Added |
| Syntal Capital Partners, LLC | 25,867 | $5.02M | 2.01% | +17,843+222.4% | Added |
| Magnolia Capital Management Ltd | 25,881 | $5.02M | 4.53% | 00.0% | Unchanged |
| Financial Advisors, LLC | 25,915 | $5.03M | 1.20% | +377+1.5% | Added |
| Astoria Portfolio Advisors LLC. | 26,432 | $5.04M | 1.95% | +124+0.5% | Added |
| Heron Financial Group, LLC | 25,979 | $5.04M | 2.72% | −468−1.8% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 26,001 | $5.04M | 6.68% | −2,913−10.1% | Reduced |
| Quaker Wealth Management, LLC | 26,010 | $5.05M | 2.28% | −489−1.8% | Reduced |
| Stamos Capital Partners, L.P. | 26,020 | $5.05M | 1.18% | −8,570−24.8% | Reduced |
| Long Run Wealth Advisors, LLC | 26,020 | $5.05M | 1.61% | −1,521−5.5% | Reduced |
| One Day In July LLC | 26,021 | $5.05M | 0.91% | −550−2.1% | Reduced |
| Knollwood Investment Advisory, LLC | 26,044 | $5.05M | 1.70% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 26,096 | $5.06M | 1.36% | −27,100−50.9% | Reduced |
| Prosperity Wealth Management, Inc. | 26,106 | $5.06M | 3.32% | +227+0.9% | Added |
| Wrapmanager Inc | 26,185 | $5.08M | 1.56% | +1,631+6.6% | Added |
| Laird Norton Trust Company, LLC | 26,195 | $5.08M | 0.60% | +10.0% | Added |
| Karani Asset Management LLC | 26,245 | $5.09M | 5.13% | +2,071+8.6% | Added |
| My Personal CFO, LLC | 26,276 | $5.10M | 4.00% | +1,047+4.1% | Added |
| Hilltop Partners LLC | 26,350 | $5.11M | 2.12% | +5,530+26.6% | Added |
| Mendel Capital Management LLC | 26,370 | $5.12M | 4.09% | +189+0.7% | Added |
| Libra Wealth LLC | 26,388 | $5.12M | 2.79% | 00.0% | Unchanged |
| Well Done, LLC | 26,392 | $5.12M | 1.09% | −5,084−16.2% | Reduced |
| Lumature Wealth Partners, LLC | 26,417 | $5.12M | 3.04% | −156−0.6% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 26,419 | $5.12M | 3.20% | −701−2.6% | Reduced |
| Archvest Wealth Advisors, Inc. | 26,427 | $5.13M | 4.20% | −1,227−4.4% | Reduced |
| Arista Wealth Management, LLC | 26,480 | $5.14M | 2.13% | −200−0.7% | Reduced |
| Signify Wealth | 26,488 | $5.14M | 4.43% | +4,028+17.9% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 26,512 | $5.14M | 5.97% | 00.0% | Unchanged |
| waypoint wealth counsel | 26,547 | $5.15M | 4.61% | −39,374−59.7% | Reduced |
| Reitz Capital Advisors LLC | 26,560 | $5.15M | 4.71% | −31−0.1% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 26,565 | $5.15M | 2.72% | −1,955−6.9% | Reduced |
| Butensky & Cohen Financial Security, Inc | 26,577 | $5.16M | 1.85% | −2,597−8.9% | Reduced |
| Red Cedar Investment Management, LLC | 26,582 | $5.16M | 0.78% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 26,616 | $5.16M | 4.15% | +900+3.5% | Added |
| Hamilton Capital, LLC | 26,648 | $5.17M | 0.36% | +339+1.3% | Added |
| Unison Asset Management LLC | 26,709 | $5.18M | 3.46% | +88+0.3% | Added |
| Richard W. Paul & Associates, LLC | 26,717 | $5.18M | 2.26% | +313+1.2% | Added |
| Argus Investors' Counsel, Inc. | 26,725 | $5.18M | 3.59% | +224+0.8% | Added |
| Court Place Advisors, LLC | 26,742 | $5.19M | 1.82% | +10.0% | Added |
| Demars Financial Group, LLC | 26,775 | $5.19M | 2.88% | −356−1.3% | Reduced |
| Dechtman Wealth Management, LLC | 26,784 | $5.20M | 1.55% | +26,784 | New |
| FinDec Wealth Services, Inc. | 26,803 | $5.20M | 3.64% | +347+1.3% | Added |
| Icapital Wealth LLC | 26,829 | $5.20M | 3.27% | −465−1.7% | Reduced |
| Richard P Slaughter Associates Inc | 26,873 | $5.21M | 1.50% | −558−2.0% | Reduced |
| Mascoma Wealth Management LLC | 28,995 | $5.21M | 1.60% | −6,020−17.2% | Reduced |
| Antonetti Capital Management LLC | 26,897 | $5.22M | 7.51% | −121−0.4% | Reduced |
| Triton Wealth Management, PLLC | 27,081 | $5.22M | 2.93% | +105+0.4% | Added |
| KFA Private Wealth Group, LLC | 26,944 | $5.23M | 2.17% | −421−1.5% | Reduced |
| Rosenbaum Jay D. | 26,947 | $5.23M | 8.39% | +153+0.6% | Added |
| Barrett & Company, Inc. | 26,970 | $5.23M | 3.03% | +158+0.6% | Added |
| MBA Advisors LLC | 26,998 | $5.24M | 3.13% | −1,908−6.6% | Reduced |
| MGO Private Wealth, LLC | 27,045 | $5.25M | 3.95% | −983−3.5% | Reduced |
| Addison Capital Co | 27,065 | $5.25M | 3.74% | +920+3.5% | Added |
| Evergreen Wealth Solutions, LLC | 27,065 | $5.25M | 5.30% | −1,506−5.3% | Reduced |
| Charles Schwab Trust Co | 29,637 | $5.25M | 0.63% | −176−0.6% | Reduced |
| Schrum Private Wealth Management LLC | 27,092 | $5.25M | 5.68% | +60.0% | Added |
| Guerra Pan Advisors, LLC | 27,147 | $5.27M | 5.85% | −94−0.3% | Reduced |
| DDFG, Inc | 27,230 | $5.28M | 1.94% | −300−1.1% | Reduced |
| Gould Capital, LLC | 27,248 | $5.29M | 4.04% | −1,798−6.2% | Reduced |
| Austin Asset Management Co Inc | 27,283 | $5.29M | 1.50% | +7,901+40.8% | Added |
| Diversified Portfolios, Inc. | 27,325 | $5.30M | 1.06% | −17,970−39.7% | Reduced |
| WESCAP Management Group, Inc. | 27,328 | $5.30M | 1.85% | −1,129−4.0% | Reduced |
| Connective Capital Management, LLC | 27,356 | $5.31M | 6.18% | 00.0% | Unchanged |
| Factorial Partners, LLC | 27,360 | $5.31M | 3.66% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 27,392 | $5.31M | 2.99% | +3,731+15.8% | Added |
| Eisler Capital (UK) Ltd. | 27,400 | $5.31M | 0.57% | −159,500−85.3% | Reduced |
| Truvestments Capital LLC | 27,410 | $5.32M | 2.65% | +653+2.4% | Added |
| Convergence Investment Partners, LLC | 27,430 | $5.32M | 3.06% | −1,644−5.7% | Reduced |
| SFI Advisors, LLC | 27,436 | $5.32M | 5.05% | −262−0.9% | Reduced |
| Cascade Investment Advisors, Inc. | 27,449 | $5.32M | 3.98% | +105+0.4% | Added |
| Choice Wealth Advisors, LLC | 27,451 | $5.32M | 3.62% | −1,285−4.5% | Reduced |
| Trustco Bank Corp N Y | 27,484 | $5.33M | 5.74% | −1,250−4.4% | Reduced |
| Certus Wealth Management, LLC | 27,551 | $5.34M | 5.31% | +27,551 | New |
| Creative Capital Management Investments LLC | 27,615 | $5.36M | 3.86% | −34,124−55.3% | Reduced |
| Stony Point Wealth Management Inc. | 27,617 | $5.36M | 2.67% | −2,296−7.7% | Reduced |
| Crown Wealth Group, LLC | 27,640 | $5.36M | 4.23% | −1,263−4.4% | Reduced |
| Marshall & Sullivan Inc | 27,644 | $5.36M | 2.99% | +646+2.4% | Added |
| Verus Financial Partners, Inc. | 27,709 | $5.36M | 0.68% | −28−0.1% | Reduced |
| Five Oceans Advisors | 27,659 | $5.36M | 3.45% | −1,244−4.3% | Reduced |
| Cahaba Wealth Management, Inc. | 27,752 | $5.38M | 0.58% | −432−1.5% | Reduced |
| Quantbot Technologies LP | 27,786 | $5.39M | 0.35% | −19,206−40.9% | Reduced |
| Dimension Capital Management LLC | 27,798 | $5.39M | 1.17% | +119+0.4% | Added |
| Opal Wealth Advisors, LLC | 27,802 | $5.39M | 2.69% | +11,369+69.2% | Added |
| Collaborative Wealth Managment Inc. | 27,830 | $5.40M | 3.21% | +55+0.2% | Added |
| Total Clarity Wealth Management, Inc. | 27,836 | $5.40M | 2.68% | +2,204+8.6% | Added |
| Bradley Mark J. | 27,865 | $5.40M | 5.37% | −13,530−32.7% | Reduced |
| Grey Street Capital, LLC | 27,973 | $5.43M | 2.87% | +5,571+24.9% | Added |
| Integrity Financial Corp | 27,992 | $5.43M | 4.08% | −141−0.5% | Reduced |