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 |
|---|---|---|---|---|---|
| Wolf Group Capital Advisors | 40,262 | $7.25M | 3.62% | −6,038−13.0% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 38,189 | $7.26M | 1.49% | −11,167−22.6% | Reduced |
| Cresta Advisors, Ltd. | 37,490 | $7.27M | 5.65% | +1,777+5.0% | Added |
| Hohimer Wealth Management, LLC | 37,509 | $7.28M | 2.01% | −1,739−4.4% | Reduced |
| Legacy Financial Group, Inc. | 37,514 | $7.28M | 3.63% | +54+0.1% | Added |
| Portside Wealth Group, LLC | 37,514 | $7.28M | 1.35% | +37,514 | New |
| CM Wealth Advisors LLC | 37,165 | $7.28M | 2.39% | +30,647+470.2% | Added |
| Delta Capital Management LLC | 37,574 | $7.29M | 5.01% | −520−1.4% | Reduced |
| Vista Capital Partners, Inc. | 37,597 | $7.29M | 1.01% | −1,024−2.7% | Reduced |
| Somerset Group LLC | 37,754 | $7.32M | 6.12% | 00.0% | Unchanged |
| Boxwood Ventures, Inc. | 37,745 | $7.32M | 13.90% | −211−0.6% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 37,820 | $7.34M | 3.84% | −57−0.2% | Reduced |
| LCNB Corp | 37,868 | $7.35M | 3.13% | +159+0.4% | Added |
| Boothbay Fund Management, LLC | 37,869 | $7.35M | 0.25% | +26,602+236.1% | Added |
| Ruggaard & Associates LLC | 37,952 | $7.36M | 4.31% | −9,493−20.0% | Reduced |
| Hall Capital Management Co Inc | 37,964 | $7.36M | 4.16% | −505−1.3% | Reduced |
| WFA Asset Management Corp | 38,033 | $7.38M | 4.37% | −166−0.4% | Reduced |
| Cora Capital Advisors LLC | 38,035 | $7.38M | 4.90% | +4,181+12.4% | Added |
| Investment Partners, Ltd. | 38,068 | $7.38M | 3.85% | −699−1.8% | Reduced |
| Orca Investment Management, LLC | 38,165 | $7.40M | 8.07% | −144−0.4% | Reduced |
| Vertex Planning Partners, LLC | 38,212 | $7.41M | 2.52% | +7,059+22.7% | Added |
| Greenspring Advisors, LLC | 38,235 | $7.42M | 2.28% | −3,365−8.1% | Reduced |
| Safeguard Investment Advisory Group, LLC | 38,269 | $7.42M | 3.16% | +1,249+3.4% | Added |
| Ellenbecker Investment Group | 38,289 | $7.43M | 1.87% | +293+0.8% | Added |
| Ritter Daniher Financial Advisory LLC | 38,313 | $7.43M | 3.08% | +762+2.0% | Added |
| FSM Wealth Advisors, LLC | 39,591 | $7.45M | 3.74% | −540−1.3% | Reduced |
| Richmond Brothers, Inc. | 38,389 | $7.45M | 12.06% | −11,050−22.4% | Reduced |
| DGS Capital Management, LLC | 38,405 | $7.45M | 3.71% | +1,831+5.0% | Added |
| Corundum Group, Inc. | 38,453 | $7.46M | 3.72% | +6,801+21.5% | Added |
| West Family Investments, Inc. | 38,528 | $7.47M | 2.91% | +38,528 | New |
| Green Square Capital Advisors LLC | 38,609 | $7.49M | 0.94% | +419+1.1% | Added |
| Stansberry Asset Management, LLC | 38,617 | $7.49M | 1.37% | −7,644−16.5% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 38,617 | $7.49M | 4.76% | −5,812−13.1% | Reduced |
| Pacitti Group Inc. | 38,630 | $7.49M | 5.28% | −933−2.4% | Reduced |
| Sky Investment Group LLC | 38,668 | $7.50M | 1.63% | −505−1.3% | Reduced |
| First Command Bank | 38,728 | $7.51M | 0.71% | +5,742+17.4% | Added |
| First Command Financial Services, Inc. | 38,728 | $7.51M | 0.71% | +5,742+17.4% | Added |
| Weaver Consulting Group | 39,014 | $7.57M | 3.34% | −1,374−3.4% | Reduced |
| WD Rutherford LLC | 39,202 | $7.60M | 4.86% | −795−2.0% | Reduced |
| Seelaus Asset Management LLC | 39,256 | $7.61M | 5.99% | −6,433−14.1% | Reduced |
| Bulltick Wealth Management, LLC | 39,299 | $7.62M | 1.79% | −21,383−35.2% | Reduced |
| ERn Financial, LLC | 39,412 | $7.64M | 1.60% | +372+1.0% | Added |
| Left Brain Wealth Management, LLC | 39,548 | $7.67M | 4.68% | −654−1.6% | Reduced |
| WR Wealth Planners, LLC | 39,638 | $7.69M | 2.98% | +860+2.2% | Added |
| Family Firm, Inc. | 39,653 | $7.69M | 2.03% | −423−1.1% | Reduced |
| Benchmark Investment Advisors LLC | 39,711 | $7.70M | 7.10% | +1,843+4.9% | Added |
| Second Half Financial Partners, LLC | 39,741 | $7.71M | 1.76% | +11,332+39.9% | Added |
| Moss Adams Wealth Advisors LLC | 39,745 | $7.71M | 2.52% | −3,660−8.4% | Reduced |
| Colorado Capital Management, Inc. | 39,758 | $7.71M | 5.69% | +641+1.6% | Added |
| Aft, Forsyth & Company, Inc. | 39,754 | $7.71M | 5.48% | −1,119−2.7% | Reduced |
| Denver Wealth Management, Inc. | 39,893 | $7.74M | 5.40% | −546−1.4% | Reduced |
| Vance Wealth, Inc. | 39,913 | $7.74M | 3.52% | −2,971−6.9% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 39,935 | $7.75M | 2.03% | +205+0.5% | Added |
| Horst & Graben Wealth Management LLC | 39,953 | $7.75M | 1.85% | +41+0.1% | Added |
| Alta Advisers Ltd | 40,000 | $7.76M | 4.36% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 40,053 | $7.77M | 1.99% | −10,710−21.1% | Reduced |
| PBMares Wealth Management LLC | 40,114 | $7.78M | 2.78% | −151−0.4% | Reduced |
| Townsend Asset Management Corp | 40,142 | $7.79M | 3.73% | +223+0.6% | Added |
| Sandy Cove Advisors, LLC | 40,166 | $7.79M | 4.43% | +4,808+13.6% | Added |
| Bull Street Advisors, LLC | 40,219 | $7.80M | 4.00% | −736−1.8% | Reduced |
| American Financial Advisors, LLC | 40,244 | $7.81M | 1.22% | −1,226−3.0% | Reduced |
| Heirloom Wealth Management | 40,279 | $7.81M | 3.39% | +1,646+4.3% | Added |
| Colonial River Wealth Management, LLC | 40,304 | $7.82M | 5.14% | −1,942−4.6% | Reduced |
| Wayfinding Financial, LLC | 39,948 | $7.82M | 5.43% | −285−0.7% | Reduced |
| Windle Wealth, LLC | 40,387 | $7.83M | 5.65% | −550−1.3% | Reduced |
| Riversedge Advisors, LLC | 40,396 | $7.84M | 2.15% | +53+0.1% | Added |
| Shorepoint Capital Partners LLC | 40,412 | $7.84M | 2.21% | −4,857−10.7% | Reduced |
| WestHill Financial Advisors, Inc. | 40,455 | $7.85M | 2.22% | −1,476−3.5% | Reduced |
| IMA Wealth, Inc. | 40,456 | $7.85M | 2.02% | −1,067−2.6% | Reduced |
| Orser Capital Management, LLC | 40,466 | $7.85M | 7.99% | −190−0.5% | Reduced |
| MSH Capital Advisors LLC | 40,580 | $7.87M | 2.88% | +4,488+12.4% | Added |
| Gray Wealth Management Inc. | 40,596 | $7.87M | 3.96% | −1,854−4.4% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 40,611 | $7.88M | 1.36% | +1,532+3.9% | Added |
| Childress Capital Advisors, LLC | 40,645 | $7.88M | 3.34% | −6,584−13.9% | Reduced |
| Security Financial Services, INC. | 40,687 | $7.89M | 2.24% | +2,444+6.4% | Added |
| Madden Securities Corp | 40,887 | $7.93M | 4.06% | −3,414−7.7% | Reduced |
| Slagle Financial, LLC | 40,889 | $7.93M | 4.94% | +40,889 | New |
| LGT Fund Management Co Ltd. | 40,900 | $7.93M | 3.65% | −1,700−4.0% | Reduced |
| Artemis Wealth Advisors, LLC | 41,001 | $7.95M | 1.45% | −254−0.6% | Reduced |
| Socorro Asset Management LP | 41,020 | $7.96M | 3.36% | 00.0% | Unchanged |
| Commons Capital, LLC | 41,039 | $7.96M | 12.00% | −541−1.3% | Reduced |
| Altrafin AG | 41,067 | $7.97M | 3.58% | −818−2.0% | Reduced |
| Northwest Wealth Management, LLC | 41,116 | $7.98M | 2.89% | −479−1.2% | Reduced |
| Oarsman Capital, Inc. | 41,116 | $7.98M | 3.49% | −1,521−3.6% | Reduced |
| IFG Advisors, LLC | 41,147 | $7.98M | 2.83% | +215+0.5% | Added |
| Virtue Capital Management, LLC | 41,762 | $7.99M | 1.36% | +2,981+7.7% | Added |
| Derbend Asset Management | 41,204 | $7.99M | 5.41% | +429+1.1% | Added |
| Curtis Advisory Group, LLC | 41,207 | $7.99M | 2.56% | +313+0.8% | Added |
| Private Wealth Strategies, L.L.C. | 41,221 | $8.00M | 1.92% | −2,175−5.0% | Reduced |
| Planning Center, Inc. | 41,249 | $8.00M | 2.03% | +190+0.5% | Added |
| Ravenstone Capital Management Inc. | 41,266 | $8.00M | 6.29% | −45−0.1% | Reduced |
| Greenline Partners, LLC | 41,299 | $8.01M | 1.50% | −154−0.4% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 44,049 | $8.02M | 3.53% | −759−1.7% | Reduced |
| Tempus Wealth Planning, LLC | 41,329 | $8.02M | 3.62% | +300+0.7% | Added |
| Transatlantique Private Wealth LLC | 41,340 | $8.02M | 4.18% | +404+1.0% | Added |
| Pinnacle West Asset Management, Inc. | 41,340 | $8.02M | 7.79% | −210−0.5% | Reduced |
| Summit Financial Wealth Advisors, LLC | 41,357 | $8.02M | 1.85% | +1,447+3.6% | Added |
| Johnson Bixby & Associates, LLC | 41,357 | $8.02M | 1.66% | −490−1.2% | Reduced |
| Capital Advisors, Ltd. LLC | 41,478 | $8.05M | 1.20% | +8,864+27.2% | Added |
| Lynch Asset Management, Inc. | 41,490 | $8.05M | 5.18% | −500−1.2% | Reduced |