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 7 sales; 6,149 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
- 4,594
- +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
- 2,535 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 | 6,149 | $2.80T |
| Q1 2026 | 6,134 | $2.40T |
| Q4 2025 | 6,130 | $2.61T |
| Q3 2025 | 5,616 | $2.35T |
| Q2 2025 | 5,599 | $1.93T |
| Q1 2025 | 5,607 | $2.08T |
| Q4 2024 | 5,671 | $2.36T |
| Q3 2024 | 5,105 | $2.17T |
| Q2 2024 | 5,132 | $1.98T |
| Q1 2024 | 5,023 | $1.61T |
| Q4 2023 | 4,976 | $1.81T |
| Q3 2023 | 4,618 | $1.60T |
| Q2 2023 | 4,594 | $1.82T |
| Q1 2023 | 4,524 | $1.55T |
| Q4 2022 | 4,555 | $1.21T |
| Q3 2022 | 4,346 | $1.29T |
| Q2 2022 | 4,339 | $1.28T |
| Q1 2022 | 4,390 | $1.66T |
| Q4 2021 | 4,402 | $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 |
|---|---|---|---|---|---|
| Raymond James Trust Co. of NH | 1,731 | $336.0K | 3.84% | −241−12.2% | Reduced |
| VERITY Wealth Advisors | 1,762 | $341.8K | 0.31% | 00.0% | Unchanged |
| Randolph Co Inc | 1,775 | $344.3K | 0.05% | 00.0% | Unchanged |
| Virginia National Bank | 1,779 | $345.1K | 1.19% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1,783 | $345.8K | 0.39% | +1,239+227.8% | Added |
| Theory Financial LLC | 1,786 | $346.4K | 0.20% | −3,755−67.8% | Reduced |
| AF Advisors, Inc. | 1,787 | $346.7K | 0.12% | +9+0.5% | Added |
| Astoria Strategic Wealth, Inc. | 1,809 | $350.9K | 0.13% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 1,836 | $356.1K | 0.21% | 00.0% | Unchanged |
| First Wilshire Securities Management Inc | 1,840 | $357.0K | 0.12% | −358−16.3% | Reduced |
| Maven Securities LTD | 1,857 | $360.2K | 0.05% | +536+40.6% | Added |
| Delta Accumulation, LLC | 1,870 | $362.7K | 4.54% | +2+0.1% | Added |
| Schoolcraft Capital LLC | 1,874 | $363.4K | 0.10% | −1,274−40.5% | Reduced |
| F&V Capital Management, LLC | 1,875 | $364.0K | 0.12% | 00.0% | Unchanged |
| Taikang Asset Management (Hong Kong) Co Ltd | 239,971 | $364.8K | 10.85% | +72,029+42.9% | Added |
| TPG Financial Advisors, LLC | 1,884 | $365.4K | 0.19% | +260+16.0% | Added |
| Svenska Handelsbanken AB (publ) | 1,885 | $366.0K | 4.94% | +285+17.8% | Added |
| Continuum Wealth Advisors, LLC | 1,887 | $366.0K | 0.26% | −4−0.2% | Reduced |
| Hillcrest Wealth Advisors - NY, LLC | 1,891 | $366.8K | 0.22% | −115−5.7% | Reduced |
| Dean, Jacobson Financial Services, LLC | 1,891 | $366.8K | 0.33% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 1,901 | $368.7K | 0.04% | +453+31.3% | Added |
| Gainplan LLC | 1,902 | $369.0K | 0.20% | −6,007−76.0% | Reduced |
| Contravisory Investment Management, Inc. | 1,914 | $371.3K | 0.10% | 00.0% | Unchanged |
| Insight Financial Services | 1,920 | $372.4K | 0.92% | +839+77.6% | Added |
| Tran Capital Management, L.P. | 1,958 | $379.8K | 0.04% | +1,958 | New |
| Unison Advisors LLC | 1,962 | $380.6K | 0.04% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 1,962 | $380.6K | 3.49% | −424−17.8% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 1,973 | $382.8K | 0.16% | −6−0.3% | Reduced |
| Jasper Ridge Partners, L.P. | 1,977 | $383.5K | 0.02% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 1,999 | $387.7K | 0.23% | +14+0.7% | Added |
| Teramo Advisors, LLC | 2,000 | $387.9K | 0.20% | 00.0% | Unchanged |
| Martel Wealth Advisors Inc | 2,027 | $393.2K | 0.10% | +120+6.3% | Added |
| Navis Wealth Advisors, LLC | 2,045 | $396.7K | 0.36% | +2,045 | New |
| Starfox Financial Services, LLC | 2,070 | $401.6K | 0.41% | +132+6.8% | Added |
| Financial Futures Ltd Liability Co. | 2,074 | $402.3K | 0.32% | −3,280−61.3% | Reduced |
| Bridgewater Associates, LP | 2,076 | $402.7K | 0.00% | −12,169−85.4% | Reduced |
| Disciplined Growth Investors Inc | 2,106 | $408.5K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 2,110 | $409.0K | 0.00% | −389−15.6% | Reduced |
| Goodwin Investment Advisory | 2,119 | $411.0K | 0.24% | −898−29.8% | Reduced |
| Ulrich Consultants & Investment Group, LLC | 2,129 | $413.0K | 1.00% | +128+6.4% | Added |
| TAGStone Capital, Inc. | 2,202 | $427.0K | 0.31% | −23−1.0% | Reduced |
| GTS Securities LLC | 2,211 | $428.9K | 0.01% | +2,211 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 2,226 | $431.8K | 0.29% | −818−26.9% | Reduced |
| Wilkins Investment Counsel Inc | 2,225 | $432.0K | 0.11% | −375−14.4% | Reduced |
| DBK Financial Counsel, LLC | 2,229 | $432.3K | 0.58% | 00.0% | Unchanged |
| Idaho Trust Bank | 2,245 | $435.5K | 0.27% | +2,245 | New |
| R.m.sincerbeaux Capital Management LLC | 2,248 | $436.0K | 0.30% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 2,275 | $441.3K | 0.02% | −816−26.4% | Reduced |
| Berkeley, Inc | 2,280 | $442.2K | 0.30% | 00.0% | Unchanged |
| Coerente Capital Management | 2,280 | $442.3K | 0.09% | −50−2.1% | Reduced |
| Ramiah Investment Group | 2,291 | $444.4K | 0.43% | +2,291 | New |
| SigFig Wealth Management, LLC | 2,467 | $445.7K | 0.02% | 00.0% | Unchanged |
| Corepath Wealth Partners LLC | 2,303 | $446.7K | 0.26% | +91+4.1% | Added |
| Peloton Wealth Strategists | 2,339 | $454.0K | 0.20% | −204−8.0% | Reduced |
| Alethea Capital Management, LLC | 2,351 | $456.0K | 0.49% | 00.0% | Unchanged |
| Hapanowicz & Associates Financial Services, Inc | 2,361 | $458.0K | 0.31% | 00.0% | Unchanged |
| Sightline Wealth Advisors, LLC | 2,779 | $458.3K | 0.46% | +44+1.6% | Added |
| Sprott Inc. | 2,390 | $463.6K | 0.04% | 00.0% | Unchanged |
| BancFirst Trust & Investment Management | 2,450 | $464.5K | 0.27% | −51−2.0% | Reduced |
| Sequent Asset Management, LLC | 2,414 | $468.2K | 0.51% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 2,432 | $471.7K | 0.24% | −2,132−46.7% | Reduced |
| Appleton Group, LLC | 2,438 | $473.0K | 0.66% | 00.0% | Unchanged |
| Value Partners Investments Inc. | 2,449 | $475.2K | 0.04% | −802−24.7% | Reduced |
| Forum Private Client Group LLC | 2,460 | $477.1K | 0.27% | +45+1.9% | Added |
| Night Owl Capital Management, LLC | 2,473 | $479.7K | 0.12% | −1,324−34.9% | Reduced |
| Erickson Financial Group, LLC | 2,478 | $480.7K | 0.44% | +15+0.6% | Added |
| Neo Ivy Capital Management | 2,481 | $481.0K | 0.25% | +2,481 | New |
| Moneywise, Inc. | 2,487 | $482.4K | 0.30% | −6−0.2% | Reduced |
| Knott David M Jr | 2,494 | $484.0K | 0.20% | 00.0% | Unchanged |
| JFG Wealth Management, LLC | 2,504 | $485.7K | 0.15% | +374+17.6% | Added |
| Leith Wheeler Investment Counsel Ltd. | 2,508 | $486.5K | 0.06% | −164−6.1% | Reduced |
| EPIQ Capital Group, LLC | 2,513 | $487.5K | 0.26% | +3+0.1% | Added |
| Robinson Value Management, Ltd. | 2,528 | $490.4K | 0.36% | +2,528 | New |
| Solano Wealth Management, Inc. | 2,538 | $492.3K | 0.33% | 00.0% | Unchanged |
| Adaptive Financial Consulting, LLC | 2,542 | $493.2K | 0.28% | 00.0% | Unchanged |
| Shaker Investments LLC | 2,554 | $495.4K | 0.25% | −350−12.1% | Reduced |
| Wela Strategies, Inc. | 2,556 | $495.8K | 0.38% | −105−3.9% | Reduced |
| Walker Financial Services, Inc. | 2,560 | $496.6K | 0.49% | +343+15.5% | Added |
| ETF Store, Inc. | 2,566 | $497.2K | 0.35% | +20+0.8% | Added |
| New Harbor Financial Group, LLC | 2,577 | $499.9K | 0.15% | −1,398−35.2% | Reduced |
| Tranquilli Financial Advisor LLC | 2,578 | $500.1K | 0.35% | +152+6.3% | Added |
| Arcadia Wealth Management, LLC | 2,609 | $506.1K | 0.37% | +77+3.0% | Added |
| Investments & Financial Planning, LLC | 2,617 | $507.6K | 0.44% | +6+0.2% | Added |
| Wakefield Asset Management LLLP | 2,628 | $509.8K | 0.20% | 00.0% | Unchanged |
| Coulter & Justus Financial Services, LLC | 2,657 | $515.4K | 0.35% | +2+0.1% | Added |
| Sherbrooke Park Advisers LLC | 2,700 | $523.7K | 0.27% | +2,700 | New |
| PACK Private Wealth, LLC | 2,705 | $524.7K | 0.39% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 2,706 | $524.9K | 0.30% | −720−21.0% | Reduced |
| Syntax Advisors, LLC | 2,706 | $524.9K | 0.42% | −720−21.0% | Reduced |
| Delap Wealth Advisory, LLC | 2,716 | $526.8K | 0.52% | −16,416−85.8% | Reduced |
| Kalos Management, Inc. | 2,737 | $531.0K | 1.14% | +10.0% | Added |
| Virtus Family Office LLC | 2,751 | $533.6K | 0.99% | +10+0.4% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 2,756 | $535.0K | 0.18% | 00.0% | Unchanged |
| Convergence Financial, LLC | 2,774 | $538.1K | 0.33% | +289+11.6% | Added |
| Passive Capital Management, LLC. | 2,782 | $539.6K | 0.23% | −2,044−42.4% | Reduced |
| Beddow Capital Management Inc | 2,800 | $543.0K | 0.28% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 2,800 | $543.1K | 0.03% | 00.0% | Unchanged |
| Altrius Capital Management Inc | 2,802 | $543.5K | 0.16% | +2,802 | New |
| Mawer Investment Management Ltd. | 2,820 | $547.0K | 0.00% | 00.0% | Unchanged |
| Meixler Investment Management, Ltd. | 2,838 | $550.5K | 0.51% | −415−12.8% | Reduced |