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 |
|---|---|---|---|---|---|
| Reston Wealth Management LLC | 4,065 | $788.5K | 0.38% | +206+5.3% | Added |
| Dark Forest Capital Management LP | 4,071 | $789.7K | 0.08% | +4,071 | New |
| Scott Capital Advisors, LLC | 4,100 | $795.3K | 0.34% | +104+2.6% | Added |
| Cook Wealth Management Group LLC | 4,130 | $797.9K | 0.61% | +268+6.9% | Added |
| Delphia (USA) Inc. | 4,117 | $798.6K | 1.26% | −171−4.0% | Reduced |
| Laurel Wealth Planning LLC | 4,117 | $799.0K | 0.57% | −512−11.1% | Reduced |
| J2 Capital Management Inc | 4,153 | $805.6K | 0.96% | −14−0.3% | Reduced |
| FFT Wealth Management LLC | 4,158 | $806.5K | 0.10% | −780−15.8% | Reduced |
| Wall Capital Group, Inc. | 4,268 | $810.0K | 0.87% | +4,268 | New |
| Lowe Wealth Advisors, LLC | 4,179 | $810.6K | 0.41% | +3+0.1% | Added |
| Woodline Partners LP | 4,182 | $811.2K | 0.01% | +4,182 | New |
| Insight Folios Inc | 4,187 | $812.2K | 0.34% | +768+22.5% | Added |
| Merlin Capital LLC | 4,197 | $814.1K | 2.76% | +28+0.7% | Added |
| High Probability Advisors, LLC | 4,198 | $814.3K | 0.17% | +639+18.0% | Added |
| USAdvisors Wealth Management, LLC | 4,242 | $818.0K | 0.39% | −565−11.8% | Reduced |
| Kennon-Green & Company, LLC | 4,230 | $820.5K | 0.76% | 00.0% | Unchanged |
| Straight Path Wealth Management | 4,231 | $820.7K | 0.56% | +220+5.5% | Added |
| Fairholme Capital Management LLC | 4,260 | $826.3K | 0.06% | 00.0% | Unchanged |
| Evergreen Advisors, LLC | 4,281 | $830.4K | 0.29% | +20.0% | Added |
| Altiora Financial Group, LLC | 4,294 | $832.9K | 0.37% | −200−4.5% | Reduced |
| FAI Wealth Management | 4,299 | $833.9K | 0.75% | 00.0% | Unchanged |
| Boyd Wealth Management, LLC | 4,313 | $836.6K | 0.51% | +10.0% | Added |
| AtlasMark Financial, Inc | 4,316 | $837.2K | 1.03% | 00.0% | Unchanged |
| Leverty Financial Group, LLC | 4,330 | $839.9K | 0.61% | +112+2.7% | Added |
| Lanham O'Dell & Company, Inc. | 4,341 | $842.0K | 0.76% | +72+1.7% | Added |
| Tacita Capital Inc | 4,347 | $843.0K | 0.62% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 4,363 | $846.4K | 0.36% | −6,328−59.2% | Reduced |
| HFG Advisors, Inc. | 4,368 | $847.3K | 0.89% | −168−3.7% | Reduced |
| Adirondack Retirement Specialists, Inc. | 4,410 | $855.4K | 0.67% | 00.0% | Unchanged |
| Horizons Wealth Management | 4,415 | $856.4K | 0.61% | +3,768+582.4% | Added |
| Axiom Financial Strategies, LLC | 4,450 | $863.2K | 0.50% | −400−8.2% | Reduced |
| Ridgewood Investments LLC | 4,453 | $863.8K | 0.49% | −348−7.2% | Reduced |
| Bellwether Advisors, LLC | 4,484 | $869.7K | 0.26% | +1,228+37.7% | Added |
| Envoi LLC | 4,484 | $869.8K | 2.78% | 00.0% | Unchanged |
| Ashford Capital Management Inc | 4,534 | $879.5K | 0.12% | −176−3.7% | Reduced |
| Argyle Capital Management Inc. | 4,536 | $879.8K | 0.32% | 00.0% | Unchanged |
| Parker Financial LLC | 4,543 | $881.2K | 0.64% | +54+1.2% | Added |
| North Point Portfolio Managers Corp | 4,553 | $883.1K | 0.17% | 00.0% | Unchanged |
| Prism Advisors, Inc. | 4,560 | $884.4K | 0.30% | −169−3.6% | Reduced |
| LPWM LLC | 4,628 | $890.7K | 0.39% | +10.0% | Added |
| Sykon Capital LLC | 4,594 | $891.1K | 0.61% | +4,594 | New |
| Magnolia Wealth Management, LLC | 4,610 | $894.2K | 0.83% | +320+7.5% | Added |
| Riverwater Partners LLC | 4,613 | $894.8K | 0.79% | −23−0.5% | Reduced |
| IronBridge Private Wealth, LLC | 4,626 | $897.3K | 0.50% | +10.0% | Added |
| Pillar Wealth Advisors, LLC | 4,633 | $898.6K | 0.75% | −444−8.7% | Reduced |
| Chico Wealth RIA | 4,639 | $899.9K | 1.07% | +20+0.4% | Added |
| Virtus ETF Advisers LLC | 4,644 | $900.8K | 0.53% | +4,644 | New |
| Perkins Capital Management Inc | 4,650 | $902.0K | 0.79% | 00.0% | Unchanged |
| Trellis Wealth Advisors LLC | 4,652 | $902.3K | 0.60% | +10.0% | Added |
| Barnett & Company, Inc. | 4,665 | $904.9K | 0.67% | 00.0% | Unchanged |
| Avant Capital LLC | 4,678 | $907.3K | 1.00% | −115−2.4% | Reduced |
| Evolution Advisers, Inc. | 4,690 | $909.0K | 0.64% | 00.0% | Unchanged |
| Ameraudi Asset Management, Inc. | 4,687 | $909.1K | 0.40% | −500−9.6% | Reduced |
| Western Financial Corp | 4,697 | $911.0K | 0.62% | +3+0.1% | Added |
| Tandem Wealth Advisors LLC | 4,715 | $914.6K | 0.55% | −208−4.2% | Reduced |
| Unconventional Investor, LLC | 4,723 | $916.1K | 0.83% | −172−3.5% | Reduced |
| JMG Financial Group, Ltd. | 4,730 | $917.0K | 0.04% | 00.0% | Unchanged |
| BlueSky Wealth Advisors, LLC | 4,749 | $921.2K | 0.19% | −16,871−78.0% | Reduced |
| ACT Advisors, LLC. | 4,760 | $923.3K | 0.61% | −1,779−27.2% | Reduced |
| Instrumental Wealth, LLC | 4,880 | $926.1K | 1.11% | +537+12.4% | Added |
| Occudo Quantitative Strategies LP | 4,780 | $927.2K | 0.10% | −11,988−71.5% | Reduced |
| Reaves W H & Co Inc | 4,800 | $931.0K | 0.03% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 4,820 | $935.0K | 0.70% | −1,057−18.0% | Reduced |
| Syverson Strege & Co | 4,828 | $936.5K | 0.40% | −27−0.6% | Reduced |
| Lunt Capital Management, Inc. | 4,837 | $938.2K | 0.51% | +4,837 | New |
| Seaside Wealth Management, Inc. | 4,867 | $944.1K | 0.49% | +10.0% | Added |
| Cowen Prime Advisors LLC | 4,904 | $951.2K | 0.33% | 00.0% | Unchanged |
| Tillman Hartley LLC | 4,905 | $951.4K | 0.38% | +78+1.6% | Added |
| Covestor Ltd | 4,910 | $953.0K | 0.73% | −74−1.5% | Reduced |
| Wiser Wealth Management, Inc | 4,950 | $960.1K | 0.39% | 00.0% | Unchanged |
| S&T Bank | 4,955 | $961.0K | 0.17% | −458−8.5% | Reduced |
| Lane Generational LLC | 4,987 | $967.3K | 1.39% | −57−1.1% | Reduced |
| Topel & Distasi Wealth Management, LLC | 4,988 | $967.5K | 0.49% | −1,273−20.3% | Reduced |
| Northeast Financial Group, Inc. | 5,032 | $976.2K | 0.63% | −6,836−57.6% | Reduced |
| Stordahl Capital Management, Inc. | 5,049 | $979.3K | 0.28% | +10.0% | Added |
| Defender Capital, LLC. | 5,053 | $980.2K | 0.34% | −2,129−29.6% | Reduced |
| Strategic Financial Partners, Ltd. | 5,058 | $981.2K | 0.56% | −27−0.5% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 5,076 | $985.0K | 0.21% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 5,080 | $985.3K | 0.12% | +2,670+110.8% | Added |
| Jentner Corp | 5,117 | $992.5K | 0.62% | +202+4.1% | Added |
| Fort, L.P. | 5,132 | $995.5K | 2.63% | +900+21.3% | Added |
| Total Wealth Planning, LLC | 5,148 | $998.6K | 0.21% | −68−1.3% | Reduced |
| Cassia Capital Partners, LLC | 5,149 | $998.8K | 0.79% | +240+4.9% | Added |
| Capital Management Corp | 5,171 | $1.00M | 0.21% | −380−6.8% | Reduced |
| Precision Wealth Strategies, LLC | 5,183 | $1.01M | 1.65% | −585−10.1% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 5,192 | $1.01M | 0.62% | +10.0% | Added |
| Ted Buchan & Co | 5,192 | $1.01M | 0.77% | −116−2.2% | Reduced |
| Blossom Wealth Management | 5,216 | $1.01M | 3.70% | +1,475+39.4% | Added |
| Frontier Asset Management, LLC | 5,218 | $1.01M | 0.46% | +3,703+244.4% | Added |
| Phillips Wealth Planners LLC | 5,241 | $1.02M | 1.33% | −43−0.8% | Reduced |
| Guidance Capital, Inc | 5,718 | $1.02M | 0.44% | +5,718 | New |
| Asset Allocation & Management Company, LLC | 5,250 | $1.02M | 0.41% | −4,762−47.6% | Reduced |
| Capital Wealth Management, LLC | 5,250 | $1.02M | 0.55% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 5,268 | $1.02M | 1.00% | 00.0% | Unchanged |
| Websterrogers Financial Advisors, LLC | 5,281 | $1.02M | 0.45% | −506−8.7% | Reduced |
| Rocky Mountain Advisers, LLC | 6,231 | $1.03M | 0.55% | 00.0% | Unchanged |
| Portland Investment Counsel Inc. | 5,311 | $1.03M | 0.51% | −2,368−30.8% | Reduced |
| Penbrook Management LLC | 5,336 | $1.04M | 0.75% | −425−7.4% | Reduced |
| Red Tortoise LLC | 5,385 | $1.04M | 0.66% | −61−1.1% | Reduced |
| Range Financial Group LLC | 5,396 | $1.05M | 0.67% | +925+20.7% | Added |