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; 6,151 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 | 6,151 | $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 | 4,404 | $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 |
|---|---|---|---|---|---|
| Seven Mile Advisory | 27,999 | $5.43M | 6.33% | +27,999 | New |
| Blankinship & Foster, LLC | 28,008 | $5.43M | 1.76% | +20.0% | Added |
| Tandem Capital Management Corp | 28,011 | $5.43M | 3.54% | −50−0.2% | Reduced |
| Accel Wealth Management | 28,035 | $5.44M | 2.99% | +3,322+13.4% | Added |
| Private Ocean, LLC | 28,093 | $5.45M | 0.69% | +4,198+17.6% | Added |
| Mandatum Life Insurance Co Ltd | 28,173 | $5.46M | 2.26% | −9,500−25.2% | Reduced |
| Addison Advisors LLC | 28,224 | $5.47M | 2.70% | −119−0.4% | Reduced |
| DT Investment Partners, LLC | 28,069 | $5.49M | 0.62% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 28,367 | $5.50M | 1.15% | +131+0.5% | Added |
| Phocas Financial Corp. | 28,377 | $5.50M | 0.75% | +991+3.6% | Added |
| Herbst Group, LLC | 28,440 | $5.52M | 3.81% | −1,414−4.7% | Reduced |
| Cortland Associates Inc | 28,504 | $5.53M | 0.89% | −1,599−5.3% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 28,506 | $5.53M | 1.26% | +107+0.4% | Added |
| Concentric Capital Strategies, LP | 28,531 | $5.53M | 1.19% | +28,531 | New |
| Landmark Financial Advisors, LLC | 28,535 | $5.54M | 2.27% | −994−3.4% | Reduced |
| Madison Wealth Partners, Inc | 28,548 | $5.54M | 2.59% | −64−0.2% | Reduced |
| Essex LLC | 28,648 | $5.56M | 1.55% | −301−1.0% | Reduced |
| Beta Wealth Group, Inc. | 28,655 | $5.56M | 3.21% | −2,756−8.8% | Reduced |
| RW Investment Management LLC | 28,667 | $5.56M | 1.15% | −422−1.5% | Reduced |
| Paragon Financial Partners, Inc. | 28,706 | $5.57M | 5.26% | +33+0.1% | Added |
| Hudson Capital Management LLC | 28,832 | $5.59M | 2.15% | −409−1.4% | Reduced |
| Elmwood Wealth Management, Inc. | 28,864 | $5.60M | 2.61% | −5,228−15.3% | Reduced |
| Measured Wealth Private Client Group, LLC | 28,888 | $5.60M | 2.13% | −399−1.4% | Reduced |
| Morgens Waterfall Vintiadis & Co Inc | 29,000 | $5.63M | 4.15% | −500−1.7% | Reduced |
| AXS Investments LLC | 29,009 | $5.63M | 1.50% | +2,548+9.6% | Added |
| Rainsberger Wealth Advisors, Inc. | 29,015 | $5.63M | 3.40% | −7,369−20.3% | Reduced |
| Advanced Portfolio Management, LLC | 29,025 | $5.63M | 5.16% | +29,025 | New |
| West Paces Advisors Inc. | 29,069 | $5.64M | 1.66% | −3,305−10.2% | Reduced |
| Provident Trust Co | 29,075 | $5.64M | 0.13% | 00.0% | Unchanged |
| River Street Advisors LLC | 29,094 | $5.64M | 5.38% | −1,740−5.6% | Reduced |
| Hyperion Partners, LLC | 29,119 | $5.65M | 4.76% | +520+1.8% | Added |
| Insight Inv LLC | 29,126 | $5.65M | 5.81% | −174−0.6% | Reduced |
| Summitry LLC | 29,151 | $5.65M | 0.36% | −1,340−4.4% | Reduced |
| West Oak Capital, LLC | 29,152 | $5.65M | 2.75% | −1,155−3.8% | Reduced |
| Values Added Financial LLC | 29,158 | $5.66M | 5.30% | +29,158 | New |
| Landaas & Co | 29,233 | $5.67M | 2.50% | −199−0.7% | Reduced |
| Accretive Wealth Partners, LLC | 29,234 | $5.67M | 3.36% | +136+0.5% | Added |
| Heritage Financial Services, LLC | 29,267 | $5.68M | 1.14% | +1,249+4.5% | Added |
| Petix & Botte Co | 29,311 | $5.69M | 1.76% | +15,065+105.7% | Added |
| Register Financial Advisors LLC | 29,315 | $5.69M | 4.06% | −1,724−5.6% | Reduced |
| Vickerman Investment Advisors, Inc. | 29,332 | $5.69M | 2.22% | +778+2.7% | Added |
| Royal Harbor Partners, LLC | 29,337 | $5.69M | 2.79% | +106+0.4% | Added |
| Garrett Wealth Advisory Group, LLC | 29,374 | $5.70M | 2.53% | +1,471+5.3% | Added |
| Alliance Wealth Management Group | 29,379 | $5.70M | 1.85% | −783−2.6% | Reduced |
| M. Kraus & Co | 29,416 | $5.71M | 1.92% | +276+0.9% | Added |
| LWM Advisory Services, LLC | 29,459 | $5.71M | 6.03% | −3,934−11.8% | Reduced |
| Windsor Advisory Group, LLC | 29,436 | $5.71M | 14.11% | −134−0.5% | Reduced |
| First National Bank of Hutchinson | 29,463 | $5.71M | 4.17% | +200+0.7% | Added |
| Plotkin Financial Advisors, LLC | 29,524 | $5.73M | 4.76% | −3,057−9.4% | Reduced |
| Westshore Wealth, LLC | 29,540 | $5.73M | 2.93% | −2,293−7.2% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 29,553 | $5.73M | 1.72% | +30.0% | Added |
| New England Research & Management, Inc. | 29,606 | $5.74M | 3.33% | +949+3.3% | Added |
| Concord Asset Management, LLC | 29,677 | $5.76M | 2.03% | +1,765+6.3% | Added |
| Coastwise Capital Group, LLC | 29,729 | $5.77M | 6.53% | −5,774−16.3% | Reduced |
| KLK Capital Management LLC | 29,793 | $5.78M | 7.31% | −1,769−5.6% | Reduced |
| WT Wealth Management | 29,797 | $5.78M | 2.40% | −4,229−12.4% | Reduced |
| Almanack Investment Partners, LLC. | 29,846 | $5.79M | 1.02% | −243−0.8% | Reduced |
| Argent Advisors, Inc. | 29,877 | $5.80M | 2.66% | −326−1.1% | Reduced |
| G2 Capital Management, LLC | 29,881 | $5.80M | 2.52% | +18+0.1% | Added |
| One Charles Private Wealth Services, LLC | 29,893 | $5.80M | 3.37% | +32+0.1% | Added |
| Chesapeake Asset Management LLC | 29,894 | $5.80M | 5.24% | −4,203−12.3% | Reduced |
| Oak Family Advisors, LLC | 29,907 | $5.80M | 2.75% | −2,518−7.8% | Reduced |
| Retirement Capital Strategies | 29,918 | $5.80M | 2.67% | +38+0.1% | Added |
| Burt Wealth Advisors | 29,940 | $5.81M | 1.75% | −341−1.1% | Reduced |
| Amica Retiree Medical Trust | 29,941 | $5.81M | 6.48% | −1,911−6.0% | Reduced |
| Mosaic Advisors LLC | 29,953 | $5.81M | 4.33% | +11,067+58.6% | Added |
| Home Federal Bank of Tennessee | 29,956 | $5.81M | 2.05% | −940−3.0% | Reduced |
| Nordwand Advisors, LLC | 29,992 | $5.82M | 1.00% | −1,407−4.5% | Reduced |
| McRae Capital Management Inc | 29,997 | $5.82M | 1.65% | −376−1.2% | Reduced |
| JBF Capital, Inc. | 30,000 | $5.82M | 1.22% | 00.0% | Unchanged |
| Trellis Advisors, LLC | 30,009 | $5.82M | 2.60% | +725+2.5% | Added |
| Crescent Sterling, Ltd. | 30,023 | $5.82M | 5.53% | −2,019−6.3% | Reduced |
| Column Capital Advisors, LLC | 112,786 | $5.84M | 0.82% | −4,995−4.2% | Reduced |
| Beaton Management Co. Inc. | 30,161 | $5.85M | 3.70% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 30,280 | $5.87M | 2.21% | −484−1.6% | Reduced |
| Pin Oak Investment Advisors Inc | 30,310 | $5.88M | 6.52% | +231+0.8% | Added |
| Pacific Center for Financial Services | 30,322 | $5.88M | 1.93% | +48+0.2% | Added |
| Handelsinvest Investeringsforvaltning | 30,374 | $5.89M | 1.16% | −751−2.4% | Reduced |
| 44 Wealth Management LLC | 30,414 | $5.90M | 2.01% | −182−0.6% | Reduced |
| Parkside Advisors LLC | 30,481 | $5.91M | 1.83% | −583−1.9% | Reduced |
| Guinness Atkinson Asset Management Inc | 30,481 | $5.91M | 3.13% | −725−2.3% | Reduced |
| American Institute for Advanced Investment Management, LLP | 30,482 | $5.91M | 5.17% | +2,641+9.5% | Added |
| Nia Impact Advisors, LLC | 33,223 | $5.91M | 3.36% | −1,462−4.2% | Reduced |
| Pinkerton Retirement Specialists, LLC | 30,502 | $5.92M | 1.17% | +1,872+6.5% | Added |
| BigSur Wealth Management LLC | 30,513 | $5.92M | 2.83% | −470−1.5% | Reduced |
| Financial Advisory Partners, LLC | 30,515 | $5.92M | 2.28% | +89+0.3% | Added |
| Auxier Asset Management | 30,546 | $5.93M | 0.98% | −48−0.2% | Reduced |
| Aveo Capital Partners, LLC | 30,588 | $5.93M | 0.75% | +1,707+5.9% | Added |
| Michael B. Yongue | 30,616 | $5.94M | 5.53% | −1,046−3.3% | Reduced |
| Thomas White International Ltd | 30,635 | $5.94M | 1.24% | +2,454+8.7% | Added |
| Gordian Capital Singapore Pte Ltd | 30,639 | $5.94M | 8.26% | −140−0.5% | Reduced |
| Rodgers Brothers Inc. | 30,659 | $5.95M | 1.05% | −3,024−9.0% | Reduced |
| Prosperity Consulting Group, LLC | 30,671 | $5.95M | 3.65% | −848−2.7% | Reduced |
| Kolinsky Wealth Management, LLC | 31,411 | $5.96M | 5.65% | +439+1.4% | Added |
| Ameliora Wealth Management Ltd. | 30,710 | $5.96M | 3.68% | −2,805−8.4% | Reduced |
| Elevated Capital Advisors, LLC | 30,791 | $5.97M | 1.99% | +609+2.0% | Added |
| Great Diamond Partners, LLC | 30,834 | $5.98M | 1.58% | +363+1.2% | Added |
| Advance Capital Management, Inc. | 30,835 | $5.98M | 0.68% | +6,321+25.8% | Added |
| E&G Advisors, LP | 30,870 | $5.99M | 2.09% | −972−3.1% | Reduced |
| Omnia Family Wealth, LLC | 30,908 | $6.00M | 4.07% | −82−0.3% | Reduced |