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 |
|---|---|---|---|---|---|
| Paragon Private Wealth Management, LLC | 34,034 | $6.60M | 5.25% | +66+0.2% | Added |
| Woodley Farra Manion Portfolio Management Inc | 34,036 | $6.60M | 0.43% | +4,023+13.4% | Added |
| Pinnacle Bancorp, Inc. | 34,044 | $6.60M | 2.26% | −738−2.1% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 34,060 | $6.61M | 1.68% | +241+0.7% | Added |
| Baron Wealth Management LLC | 34,063 | $6.61M | 4.19% | −484−1.4% | Reduced |
| Marion Wealth Management | 34,069 | $6.61M | 2.35% | +35+0.1% | Added |
| Check Capital Management Inc | 34,080 | $6.61M | 0.56% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 34,097 | $6.61M | 3.39% | +3,975+13.2% | Added |
| Gitterman Wealth Management, LLC | 34,135 | $6.62M | 3.09% | +150+0.4% | Added |
| SkyView Investment Advisors, LLC | 34,185 | $6.63M | 1.66% | +2,160+6.7% | Added |
| Eudaimonia Advisors LLC | 34,224 | $6.64M | 4.46% | −1,010−2.9% | Reduced |
| PrairieView Partners, LLC | 34,270 | $6.65M | 0.87% | +2,342+7.3% | Added |
| Cadent Capital Advisors, LLC | 34,282 | $6.65M | 4.14% | +998+3.0% | Added |
| Burton Enright Welch | 34,384 | $6.67M | 2.08% | +2,809+8.9% | Added |
| Byrne Asset Management LLC | 34,442 | $6.68M | 4.34% | −473−1.4% | Reduced |
| Next Capital Management LLC | 34,511 | $6.69M | 3.10% | −409−1.2% | Reduced |
| Yarger Wealth Strategies, LLC | 34,519 | $6.70M | 6.02% | +106+0.3% | Added |
| Midwest Financial Group LLC | 34,523 | $6.70M | 5.68% | −1,417−3.9% | Reduced |
| Triangle Securities Wealth Management | 34,563 | $6.70M | 2.31% | −610−1.7% | Reduced |
| MEMBERS Trust Co | 34,595 | $6.71M | 0.19% | +12,783+58.6% | Added |
| Alta Wealth Advisors LLC | 34,701 | $6.73M | 3.95% | +1,056+3.1% | Added |
| Wunderlich Capital Managemnt | 34,737 | $6.74M | 3.31% | −121−0.3% | Reduced |
| PSI Advisors, LLC | 34,746 | $6.74M | 2.96% | −7,476−17.7% | Reduced |
| Long Road Investment Counsel, LLC | 34,751 | $6.74M | 3.14% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 34,795 | $6.75M | 4.88% | −1,279−3.5% | Reduced |
| Youngs Advisory Group, Inc. | 34,870 | $6.76M | 3.68% | −313−0.9% | Reduced |
| Cascade Investment Group, Inc. | 34,888 | $6.77M | 6.19% | −292−0.8% | Reduced |
| Indie Asset Partners, LLC | 34,895 | $6.77M | 7.36% | −768−2.2% | Reduced |
| NewSquare Capital LLC | 34,926 | $6.77M | 0.70% | −646−1.8% | Reduced |
| Ambassador Advisors, LLC | 38,110 | $6.78M | 1.56% | −10,819−22.1% | Reduced |
| Ethos Financial Group, LLC | 41,122 | $6.78M | 2.29% | 00.0% | Unchanged |
| First Personal Financial Services | 34,985 | $6.79M | 1.69% | −102−0.3% | Reduced |
| Sitrin Capital Management LLC | 34,996 | $6.79M | 3.81% | −19−0.1% | Reduced |
| New Millennium Group LLC | 35,018 | $6.79M | 6.23% | +6,599+23.2% | Added |
| Archer Investment Corp | 35,040 | $6.80M | 2.42% | −43−0.1% | Reduced |
| Sturgeon Ventures LLP | 35,058 | $6.80M | 9.21% | +199+0.6% | Added |
| Canton Hathaway, LLC | 35,063 | $6.80M | 2.13% | −302−0.9% | Reduced |
| Cowa, LLC | 35,068 | $6.80M | 4.48% | −88−0.3% | Reduced |
| Noesis Capital Mangement Corp | 35,108 | $6.81M | 1.68% | −4,639−11.7% | Reduced |
| Kennedy Capital Management, Inc. | 35,111 | $6.81M | 0.16% | +35,111 | New |
| Arnhold LLC | 35,150 | $6.82M | 0.77% | −140.0% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 35,877 | $6.82M | 3.45% | −16,273−31.2% | Reduced |
| Howard Wealth Management, LLC | 35,208 | $6.83M | 5.92% | −416−1.2% | Reduced |
| Vaughan David Investments LLC | 35,323 | $6.85M | 0.20% | −2,018−5.4% | Reduced |
| Corrigan Financial, Inc. | 35,334 | $6.85M | 2.15% | −354−1.0% | Reduced |
| First National Bank | 35,341 | $6.86M | 5.66% | −2,868−7.5% | Reduced |
| RF&L Wealth Management, LLC | 35,374 | $6.86M | 6.26% | +100.0% | Added |
| Forefront Wealth Management Inc. | 35,428 | $6.87M | 9.08% | −1,656−4.5% | Reduced |
| Ayrshire Capital Management LLC | 36,158 | $6.89M | 4.36% | −2,896−7.4% | Reduced |
| Northern Financial Advisors Inc | 35,547 | $6.90M | 6.07% | −613−1.7% | Reduced |
| Fruth Investment Management | 35,553 | $6.90M | 1.96% | −44−0.1% | Reduced |
| Security National Bank of Sioux City Iowa | 35,646 | $6.91M | 5.21% | +35,646 | New |
| Sentry LLC | 35,758 | $6.94M | 1.51% | −58−0.2% | Reduced |
| Emerald Advisers, LLC | 35,800 | $6.94M | 0.30% | −1,208−3.3% | Reduced |
| Veracity Capital LLC | 35,840 | $6.95M | 2.96% | +431+1.2% | Added |
| State of Wyoming | 35,849 | $6.95M | 2.03% | +4,406+14.0% | Added |
| Insight Wealth Strategies, LLC | 35,858 | $6.96M | 1.33% | −247−0.7% | Reduced |
| LifeSteps Financial, Inc. | 35,869 | $6.96M | 6.88% | +10.0% | Added |
| Magnolia Capital Advisors LLC | 35,978 | $6.98M | 3.50% | −996−2.7% | Reduced |
| CenterStar Asset Management, LLC | 35,988 | $6.98M | 6.33% | +35,988 | New |
| Prossimo Advisors, LLC | 35,993 | $6.98M | 6.73% | +35,993 | New |
| Leelyn Smith, LLC | 36,011 | $6.99M | 1.69% | +61+0.2% | Added |
| NFP Retirement, Inc. | 36,085 | $7.00M | 1.31% | +372+1.0% | Added |
| McBroom & Associates, LLC | 36,163 | $7.01M | 5.53% | +1,335+3.8% | Added |
| Boltwood Capital Management | 36,172 | $7.02M | 2.53% | −300−0.8% | Reduced |
| Fingerlakes Wealth Management, Inc. | 36,177 | $7.02M | 8.03% | +68+0.2% | Added |
| Great Waters Wealth Management | 36,182 | $7.02M | 1.40% | −377−1.0% | Reduced |
| Aua Capital Management, LLC | 36,227 | $7.03M | 4.84% | −2,384−6.2% | Reduced |
| Shoker Investment Counsel, Inc. | 36,329 | $7.05M | 2.94% | +105+0.3% | Added |
| D'Orazio & Associates, Inc. | 36,358 | $7.05M | 1.65% | +1,941+5.6% | Added |
| New Potomac Partners, LLC | 36,391 | $7.06M | 4.66% | −1,729−4.5% | Reduced |
| Silicon Hills Wealth Management, LLC | 36,393 | $7.06M | 3.98% | +96+0.3% | Added |
| Objective Capital Management, LLC | 36,430 | $7.07M | 6.18% | −667−1.8% | Reduced |
| Cary Street Partners Asset Management LLC | 36,474 | $7.07M | 1.31% | +276+0.8% | Added |
| PPS&V Asset Management Consultants, Inc. | 32,907 | $7.08M | 5.73% | −3,570−9.8% | Reduced |
| Alcosta Capital Management, Inc. | 36,540 | $7.09M | 5.75% | −62−0.2% | Reduced |
| Tenere Capital LLC | 36,570 | $7.09M | 3.48% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 36,730 | $7.11M | 5.72% | −2,130−5.5% | Reduced |
| Ulland Investment Advisors, LLC | 36,699 | $7.12M | 7.31% | −43−0.1% | Reduced |
| Osterweis Capital Management Inc | 36,699 | $7.12M | 0.47% | +2,050+5.9% | Added |
| Encompass Wealth Advisors, LLC | 36,703 | $7.12M | 2.32% | −1,718−4.5% | Reduced |
| ODonnell Financial Services, LLC | 36,719 | $7.12M | 4.30% | +222+0.6% | Added |
| Wilson & Boucher Capital Management, LLC | 36,736 | $7.13M | 6.42% | −28−0.1% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 36,749 | $7.13M | 3.30% | −254−0.7% | Reduced |
| McCarthy Asset Management, Inc. | 36,753 | $7.13M | 4.85% | −416−1.1% | Reduced |
| Crew Capital Management, Ltd. | 36,889 | $7.16M | 8.14% | −3,810−9.4% | Reduced |
| Ten Capital Wealth Advisors, LLC | 36,909 | $7.16M | 2.08% | +22,297+152.6% | Added |
| Aldebaran Financial Inc. | 36,926 | $7.16M | 10.27% | −3,520−8.7% | Reduced |
| Totem Point Management, LLC | 36,942 | $7.17M | 6.54% | +36,942 | New |
| Allred Capital Management, LLC | 36,961 | $7.17M | 3.52% | −140.0% | Reduced |
| Bernardo Wealth Planning LLC | 36,980 | $7.17M | 2.86% | −1,270−3.3% | Reduced |
| Signet Investment Advisory Group, Inc. | 37,019 | $7.18M | 4.74% | −1,193−3.1% | Reduced |
| Cutter & CO Brokerage, Inc. | 37,021 | $7.18M | 2.12% | −790−2.1% | Reduced |
| Saxon Interests, Inc. | 37,036 | $7.18M | 3.85% | +1,837+5.2% | Added |
| JNBA Financial Advisors | 37,055 | $7.19M | 0.86% | +1,091+3.0% | Added |
| LGT Capital Partners Ltd. | 37,066 | $7.19M | 0.25% | −6,880−15.7% | Reduced |
| Barrier Capital Management, LLC | 37,090 | $7.19M | 7.53% | +90+0.2% | Added |
| Capasso Planning Partners LLC | 37,180 | $7.21M | 3.88% | +1,503+4.2% | Added |
| Gateway Wealth Partners, LLC | 37,251 | $7.23M | 1.29% | −140,788−79.1% | Reduced |
| W Advisors, LLC | 37,376 | $7.25M | 5.68% | −517−1.4% | Reduced |