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 |
|---|---|---|---|---|---|
| Altus Wealth Group LLC | 30,961 | $6.01M | 3.69% | +222+0.7% | Added |
| Schear Investment Advisers, LLC | 30,992 | $6.01M | 6.35% | +900+3.0% | Added |
| Meridian Wealth Partners, LLC | 31,005 | $6.01M | 1.23% | +2,369+8.3% | Added |
| Lion Street Advisors, LLC | 40,256 | $6.03M | 2.03% | +13,209+48.8% | Added |
| Willis Johnson & Associates, Inc. | 31,185 | $6.05M | 0.65% | +2,749+9.7% | Added |
| Dempze Nancy E | 31,219 | $6.06M | 5.19% | −1,198−3.7% | Reduced |
| RE Dickinson Investment Advisors, LLC | 31,220 | $6.06M | 2.22% | −132−0.4% | Reduced |
| Brookfield Asset Management Inc. | 31,251 | $6.06M | 0.02% | −41,520−57.1% | Reduced |
| Evolution Wealth Advisors, LLC | 31,251 | $6.06M | 1.34% | −1,155−3.6% | Reduced |
| Exchange Capital Management, Inc. | 31,297 | $6.07M | 1.13% | +7,613+32.1% | Added |
| Kenfarb & Co. | 31,361 | $6.08M | 5.30% | −5,481−14.9% | Reduced |
| Princeton Global Asset Management LLC | 31,363 | $6.08M | 1.78% | −10,370−24.8% | Reduced |
| Peoples Bank | 31,394 | $6.09M | 3.73% | +531+1.7% | Added |
| Windsor Group LTD | 31,412 | $6.09M | 1.09% | +321+1.0% | Added |
| Mayfair Advisory Group, LLC | 31,960 | $6.09M | 6.09% | −1,824−5.4% | Reduced |
| Brooktree Capital Management | 31,442 | $6.10M | 4.64% | −8,555−21.4% | Reduced |
| W.H. Cornerstone Investments Inc. | 31,480 | $6.11M | 5.46% | −1,118−3.4% | Reduced |
| Graham Capital Management, L.P. | 31,492 | $6.11M | 0.21% | +17,558+126.0% | Added |
| Herald Investment Management Ltd | 31,500 | $6.11M | 1.19% | −3,500−10.0% | Reduced |
| David J Yvars Group | 31,533 | $6.12M | 5.05% | −179−0.6% | Reduced |
| Nicholas Investment Partners, LP | 31,532 | $6.12M | 0.42% | +8,659+37.9% | Added |
| CMG Global Holdings, LLC | 31,546 | $6.12M | 5.00% | −300−0.9% | Reduced |
| Phoenix Wealth Advisors | 31,567 | $6.12M | 3.56% | −919−2.8% | Reduced |
| Bell Bank | 31,598 | $6.13M | 0.65% | +4,036+14.6% | Added |
| Cowen and Company, LLC | 31,705 | $6.15M | 0.51% | +14,852+88.1% | Added |
| Seascape Capital Management | 31,774 | $6.16M | 2.92% | −2,941−8.5% | Reduced |
| Harfst & Associates, Inc. | 31,773 | $6.16M | 1.64% | −4,559−12.5% | Reduced |
| Laffer Tengler Investments | 31,831 | $6.17M | 1.64% | −4,632−12.7% | Reduced |
| Wolff Wiese Magana LLC | 31,839 | $6.18M | 4.77% | −1,041−3.2% | Reduced |
| First Pacific Advisors, LP | 31,850 | $6.18M | 0.09% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 31,873 | $6.18M | 0.28% | +70+0.2% | Added |
| Exchange Bank | 31,892 | $6.19M | 5.98% | +31,892 | New |
| Ahl Investment Management, Inc. | 31,936 | $6.19M | 5.51% | −1,418−4.3% | Reduced |
| First Capital Advisors Group, LLC. | 31,957 | $6.20M | 3.24% | +77+0.2% | Added |
| Shira Ridge Wealth Management | 31,960 | $6.20M | 3.88% | +66+0.2% | Added |
| Page Arthur B | 32,017 | $6.21M | 5.90% | −2,308−6.7% | Reduced |
| Lattice Capital Management, LLC | 32,034 | $6.21M | 10.80% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 32,034 | $6.21M | 5.94% | −548−1.7% | Reduced |
| Trinity Financial Advisors LLC | 32,080 | $6.22M | 3.34% | −59−0.2% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 32,081 | $6.22M | 5.11% | −769−2.3% | Reduced |
| Smith Shellnut Wilson LLC | 32,084 | $6.22M | 3.51% | −540−1.7% | Reduced |
| Mason & Associates Inc | 32,087 | $6.22M | 1.84% | +369+1.2% | Added |
| Goodman Advisory Group, LLC | 32,185 | $6.24M | 2.31% | +12,720+65.3% | Added |
| Lifeworks Advisors, LLC | 32,242 | $6.25M | 2.66% | +53+0.2% | Added |
| Hanson & Doremus Investment Management | 32,304 | $6.27M | 1.30% | +1,570+5.1% | Added |
| Glynn Capital Management LLC | 32,320 | $6.27M | 1.39% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 32,326 | $6.27M | 1.31% | +19+0.1% | Added |
| Financial Partners Group, LLC | 32,333 | $6.27M | 3.16% | −2,694−7.7% | Reduced |
| Garrison Point Advisors, LLC | 32,341 | $6.27M | 4.52% | −502−1.5% | Reduced |
| StrongBox Wealth, LLC | 32,388 | $6.28M | 3.96% | −254−0.8% | Reduced |
| Opus Investment Management Inc | 32,400 | $6.28M | 2.26% | 00.0% | Unchanged |
| Nvest Financial, LLC | 32,404 | $6.29M | 5.50% | −1,190−3.5% | Reduced |
| Lakewood Asset Management LLC | 32,419 | $6.29M | 4.95% | −184−0.6% | Reduced |
| Etesian Wealth Advisors, Inc. | 32,422 | $6.29M | 4.10% | −49−0.2% | Reduced |
| Aberdeen Wealth Management LLC | 32,423 | $6.29M | 4.54% | −1,184−3.5% | Reduced |
| Bigelow Investment Advisors, LLC | 32,443 | $6.29M | 3.44% | −643−1.9% | Reduced |
| Deseret Mutual Benefit Administrators | 32,515 | $6.31M | 2.45% | −810−2.4% | Reduced |
| Global Strategic Investment Solutions, LLC | 32,617 | $6.33M | 0.79% | +871+2.7% | Added |
| Act Wealth Management, LLC | 32,651 | $6.33M | 3.56% | −345−1.0% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 32,660 | $6.33M | 3.83% | −331−1.0% | Reduced |
| Aurora Private Wealth, Inc. | 32,754 | $6.35M | 7.22% | −3,031−8.5% | Reduced |
| Eagle Strategies LLC | 32,847 | $6.37M | 1.55% | +359+1.1% | Added |
| Dash Acquisitions Inc. | 32,871 | $6.38M | 2.53% | +1,494+4.8% | Added |
| Meridian Management Co | 32,965 | $6.39M | 2.00% | +194+0.6% | Added |
| Needham Investment Management LLC | 33,000 | $6.40M | 1.05% | −1,250−3.6% | Reduced |
| RiverPark Advisors, LLC | 33,023 | $6.41M | 5.87% | −2,716−7.6% | Reduced |
| Front Street Capital Management, Inc. | 33,027 | $6.41M | 1.35% | −1,240−3.6% | Reduced |
| Sweet Financial Partners, LLC | 33,041 | $6.41M | 1.67% | +1,772+5.7% | Added |
| Tilia Fiduciary Partners, Inc. | 33,057 | $6.41M | 5.73% | +1,304+4.1% | Added |
| TAP Consulting, LLC | 33,130 | $6.43M | 1.58% | −16,320−33.0% | Reduced |
| Norris Financial Group, LLC | 33,131 | $6.43M | 4.45% | +1,213+3.8% | Added |
| Lokken Investment Group LLC | 33,137 | $6.43M | 4.19% | −219−0.7% | Reduced |
| Wealth Quarterback LLC | 33,139 | $6.43M | 4.45% | +7,461+29.1% | Added |
| Monticello Wealth Management, LLC | 33,164 | $6.43M | 0.66% | −3,716−10.1% | Reduced |
| Hudock, Inc. | 33,239 | $6.45M | 1.53% | +683+2.1% | Added |
| Summit Place Financial Advisors, LLC | 33,246 | $6.45M | 4.18% | −770−2.3% | Reduced |
| Fosun International Ltd | 33,269 | $6.45M | 0.90% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 33,309 | $6.46M | 1.26% | −348−1.0% | Reduced |
| MUFG Securities EMEA plc | 33,326 | $6.46M | 0.15% | −318,502−90.5% | Reduced |
| Ellsworth Advisors, LLC | 33,338 | $6.47M | 2.23% | −1,716−4.9% | Reduced |
| Wagner Wealth Management, LLC | 33,433 | $6.49M | 2.48% | −99−0.3% | Reduced |
| Nova R Wealth, Inc. | 33,522 | $6.50M | 4.37% | −384−1.1% | Reduced |
| Pasadena Private Wealth, LLC | 33,550 | $6.51M | 1.83% | −228−0.7% | Reduced |
| Montz Harcus Wealth Management LLC | 33,605 | $6.52M | 5.39% | +714+2.2% | Added |
| Eley Financial Management, Inc | 33,646 | $6.53M | 3.18% | −300−0.9% | Reduced |
| Pacific Sage Partners, LLC | 33,701 | $6.54M | 1.94% | +17+0.1% | Added |
| Lodestone Wealth Management LLC | 33,723 | $6.54M | 4.51% | −692−2.0% | Reduced |
| Barton Investment Management | 33,729 | $6.54M | 0.98% | +110+0.3% | Added |
| Grant/GrossMendelsohn, LLC | 34,789 | $6.54M | 2.65% | −29−0.1% | Reduced |
| Unio Capital LLC | 33,749 | $6.55M | 3.34% | −5,560−14.1% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 33,801 | $6.56M | 3.01% | −40.0% | Reduced |
| Pacific Sun Financial Corp | 39,867 | $6.57M | 4.40% | +39,867 | New |
| Monument Capital Management | 33,893 | $6.57M | 2.10% | +1,351+4.2% | Added |
| Meridian Financial Partners LLC | 34,077 | $6.58M | 3.95% | +34,077 | New |
| Davis-Rea Ltd. | 33,942 | $6.58M | 3.70% | −1,108−3.2% | Reduced |
| Clark Financial Services Group Inc | 33,963 | $6.59M | 8.90% | −95−0.3% | Reduced |
| BOS Asset Management, LLC | 33,969 | $6.59M | 5.12% | −24−0.1% | Reduced |
| Eclectic Associates Inc | 33,971 | $6.59M | 3.24% | −820−2.4% | Reduced |
| Chase Investment Counsel Corp | 33,979 | $6.59M | 3.32% | +623+1.9% | Added |
| Beacon Financial Advisory LLC | 33,989 | $6.59M | 3.78% | −512−1.5% | Reduced |