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 11 sales; 6,152 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 | 6,152 | $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 |
|---|---|---|---|---|---|
| Bank of Stockton | 45,226 | $8.77M | 3.01% | +829+1.9% | Added |
| Matisse Capital | 45,267 | $8.78M | 5.45% | 00.0% | Unchanged |
| Advisor Resource Council | 45,299 | $8.79M | 5.13% | −19,382−30.0% | Reduced |
| Agate Pass Investment Management, LLC | 45,301 | $8.79M | 5.33% | +406+0.9% | Added |
| Ascension Asset Management LLC | 45,324 | $8.79M | 5.37% | +45,324 | New |
| Vigilare Wealth Management | 45,368 | $8.80M | 5.08% | −1,634−3.5% | Reduced |
| BHK Investment Advisors, LLC | 45,392 | $8.80M | 3.77% | −3,045−6.3% | Reduced |
| Clarus Wealth Advisors | 46,185 | $8.81M | 5.35% | −1,831−3.8% | Reduced |
| Chapman Investment Management, LLC | 45,413 | $8.81M | 6.98% | +41+0.1% | Added |
| RPg Family Wealth Advisory, LLC | 45,471 | $8.82M | 3.53% | −3,883−7.9% | Reduced |
| Financial Enhancement Group LLC | 45,866 | $8.83M | 1.63% | −4,831−9.5% | Reduced |
| Pine Haven Investment Counsel, Inc | 45,571 | $8.84M | 8.81% | −1,069−2.3% | Reduced |
| JT Stratford LLC | 45,578 | $8.84M | 2.38% | −780−1.7% | Reduced |
| Sonata Capital Group Inc | 45,669 | $8.86M | 4.58% | +30.0% | Added |
| Parisi Gray Wealth Management | 53,750 | $8.86M | 4.05% | +17,461+48.1% | Added |
| Beacon Capital Management, LLC | 45,699 | $8.86M | 2.35% | +3,090+7.3% | Added |
| Garner Asset Management Corp | 45,711 | $8.87M | 5.15% | −8,313−15.4% | Reduced |
| Sax Wealth Advisors, LLC | 45,744 | $8.87M | 1.77% | −318−0.7% | Reduced |
| Infusive Asset Management Inc. | 46,285 | $8.88M | 6.77% | −6,475−12.3% | Reduced |
| Tanaka Capital Management Inc | 45,775 | $8.88M | 24.00% | −460−1.0% | Reduced |
| Capital Advisors Wealth Management, LLC | 45,932 | $8.91M | 2.28% | +474+1.0% | Added |
| Baker Ellis Asset Management LLC | 46,089 | $8.94M | 1.52% | −1,976−4.1% | Reduced |
| Sather Financial Group Inc | 46,117 | $8.95M | 0.72% | +1,665+3.7% | Added |
| Genesee Capital Advisors, LLC | 46,157 | $8.95M | 6.10% | −4,320−8.6% | Reduced |
| Financial Council Asset Management Inc | 46,222 | $8.97M | 6.84% | −272−0.6% | Reduced |
| Atlas Private Wealth Management | 46,278 | $8.98M | 4.73% | −1,557−3.3% | Reduced |
| Wealth Alliance Advisory Group, LLC | 46,329 | $8.99M | 3.17% | −461−1.0% | Reduced |
| CVA Family Office, LLC | 46,383 | $9.00M | 1.89% | −58−0.1% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 46,403 | $9.00M | 9.21% | −1,452−3.0% | Reduced |
| Waterfront Wealth Inc. | 46,519 | $9.02M | 2.68% | +218+0.5% | Added |
| Banta Asset Management LP | 46,549 | $9.03M | 10.53% | −6,912−12.9% | Reduced |
| Redhawk Wealth Advisors, Inc. | 46,553 | $9.03M | 2.76% | +14,440+45.0% | Added |
| Pettinga Financial Advisors, LLC | 46,563 | $9.03M | 2.68% | +65+0.1% | Added |
| Diversified, LLC | 46,622 | $9.04M | 2.30% | −2,437−5.0% | Reduced |
| Syntegra Private Wealth Group, LLC | 46,645 | $9.05M | 1.38% | +1,622+3.6% | Added |
| Sandhill Capital Partners LLC | 46,669 | $9.05M | 0.83% | −1,793−3.7% | Reduced |
| Ceera Investments, LLC | 46,753 | $9.07M | 5.24% | −75−0.2% | Reduced |
| Redwood Investments, LLC | 46,783 | $9.07M | 1.11% | −974−2.0% | Reduced |
| Investmark Advisory Group LLC | 46,794 | $9.08M | 6.05% | +288+0.6% | Added |
| Highview Capital Management LLC | 46,871 | $9.09M | 4.89% | −207−0.4% | Reduced |
| Genus Capital Management Inc. | 47,016 | $9.12M | 1.34% | +47,016 | New |
| CNB Bank | 47,062 | $9.13M | 5.37% | −1,666−3.4% | Reduced |
| Lebenthal Global Advisors, LLC | 47,067 | $9.13M | 2.65% | −2,695−5.4% | Reduced |
| NEIRG Wealth Management, LLC | 47,187 | $9.15M | 1.69% | −7,516−13.7% | Reduced |
| Itau Unibanco Holding S.A. | 47,189 | $9.15M | 0.43% | −13,732−22.5% | Reduced |
| Old North State Trust, LLC | 47,239 | $9.16M | 6.77% | +992+2.1% | Added |
| DAGCO, Inc. | 47,259 | $9.17M | 4.56% | −665−1.4% | Reduced |
| Retirement Planning Co of New England, Inc. | 47,319 | $9.18M | 5.29% | −1,591−3.3% | Reduced |
| Armstrong Shaw Associates Inc | 47,351 | $9.18M | 9.35% | −5,856−11.0% | Reduced |
| Truepoint, Inc. | 47,378 | $9.19M | 0.30% | +104+0.2% | Added |
| Lynch & Associates | 47,382 | $9.19M | 2.35% | −927−1.9% | Reduced |
| Stokes Capital Advisors, LLC | 47,385 | $9.19M | 3.10% | −8,318−14.9% | Reduced |
| My Legacy Advisors, LLC | 48,380 | $9.22M | 3.62% | +10,114+26.4% | Added |
| Analyst IMS Investment Management Services Ltd. | 48,652 | $9.22M | 0.62% | +90+0.2% | Added |
| LCM Capital Management Inc | 47,556 | $9.22M | 7.49% | +1,915+4.2% | Added |
| Waterloo Capital, L.P. | 47,774 | $9.27M | 2.74% | +2,171+4.8% | Added |
| Shepherd Kaplan Krochuk, LLC | 47,816 | $9.27M | 7.33% | −2,002−4.0% | Reduced |
| Dover Advisors, LLC | 47,880 | $9.29M | 8.24% | −1,266−2.6% | Reduced |
| Purus Wealth Management, LLC | 47,883 | $9.29M | 6.02% | +272+0.6% | Added |
| Headinvest, LLC | 52,283 | $9.30M | 2.00% | −3,559−6.4% | Reduced |
| HHM Wealth Advisors, LLC | 47,926 | $9.30M | 1.74% | +4,794+11.1% | Added |
| Delaney Dennis R | 47,927 | $9.30M | 5.66% | +11,380+31.1% | Added |
| Intact Investment Management Inc. | 48,000 | $9.31M | 0.38% | −4,500−8.6% | Reduced |
| McMillion Capital Management Inc | 48,020 | $9.31M | 8.29% | −548−1.1% | Reduced |
| 626 Financial, LLC | 48,052 | $9.32M | 5.96% | −1,361−2.8% | Reduced |
| Gs Investments, Inc. | 48,131 | $9.34M | 5.09% | −43−0.1% | Reduced |
| Algert Global LLC | 48,139 | $9.34M | 0.41% | +122+0.3% | Added |
| Auxano Advisors, LLC | 56,766 | $9.36M | 3.74% | 00.0% | Unchanged |
| Wealthquest Corp | 48,276 | $9.36M | 1.12% | +20.0% | Added |
| Jmac Enterprises LLC | 48,320 | $9.37M | 2.32% | +479+1.0% | Added |
| Centerpoint Advisors, LLC | 48,393 | $9.39M | 3.81% | −2,809−5.5% | Reduced |
| Graphene Investments SAS | 48,400 | $9.39M | 6.19% | −7,400−13.3% | Reduced |
| Benedetti & Gucer, Inc. | 48,429 | $9.39M | 4.83% | +231+0.5% | Added |
| Exeter Financial, LLC | 49,986 | $9.40M | 4.85% | −8,521−14.6% | Reduced |
| Paragon Wealth Strategies, LLC | 48,534 | $9.41M | 2.97% | +1,249+2.6% | Added |
| HWG Holdings LP | 48,549 | $9.42M | 4.46% | +1,162+2.5% | Added |
| Bridge Advisory, LLC | 48,604 | $9.43M | 3.46% | +5,759+13.4% | Added |
| Strong Tower Advisory Services | 48,621 | $9.43M | 4.47% | −156−0.3% | Reduced |
| Waypoint Capital Advisors, LLC | 48,641 | $9.43M | 2.94% | −842−1.7% | Reduced |
| Mystic Asset Management, Inc. | 48,719 | $9.45M | 5.07% | −2,345−4.6% | Reduced |
| D.B. Root & Company, LLC | 48,727 | $9.45M | 3.58% | −712−1.4% | Reduced |
| Davidson Trust Co | 48,744 | $9.45M | 6.84% | −66−0.1% | Reduced |
| Alan B. Lancz & Associates, Inc. | 48,844 | $9.47M | 10.13% | −1,620−3.2% | Reduced |
| Buffington Mohr McNeal | 48,862 | $9.48M | 2.05% | +1,582+3.3% | Added |
| Patron Partners Advisors, LLC | 48,878 | $9.48M | 6.70% | −336−0.7% | Reduced |
| Invesco, LLC | 48,892 | $9.48M | 4.66% | +48,892 | New |
| Ground Swell Capital, LLC | 49,058 | $9.52M | 23.32% | +49,058 | New |
| Northstar Advisory Group, LLC | 49,097 | $9.52M | 6.23% | +31,938+186.1% | Added |
| Ninety One SA (PTY) Ltd | 49,545 | $9.54M | 2.36% | +4,957+11.1% | Added |
| Concentric Wealth Management, LLC | 49,186 | $9.54M | 3.03% | −1,319−2.6% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 49,213 | $9.55M | 0.70% | −33,155−40.3% | Reduced |
| Spirit of America Management Corp | 49,232 | $9.55M | 2.15% | −100−0.2% | Reduced |
| Kemnay Advisory Services Inc. | 49,272 | $9.56M | 4.20% | −493−1.0% | Reduced |
| Highline Wealth Partners LLC | 49,288 | $9.56M | 6.02% | +468+1.0% | Added |
| Next Level Private LLC | 50,696 | $9.56M | 6.18% | −297−0.6% | Reduced |
| Unigestion Holding SA | 50,460 | $9.57M | 0.55% | −91,067−64.3% | Reduced |
| Norway Savings Bank | 49,371 | $9.58M | 5.22% | −1,845−3.6% | Reduced |
| Key Client Fiduciary Advisors, LLC | 49,377 | $9.58M | 5.60% | +106+0.2% | Added |
| Buck Wealth Strategies, LLC | 49,495 | $9.60M | 4.16% | +523+1.1% | Added |
| ORG Partners LLC | 49,868 | $9.62M | 1.56% | −4,296−7.9% | Reduced |