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 |
|---|---|---|---|---|---|
| Financial & Tax Architects, LLC | 5,401 | $1.05M | 0.32% | −745−12.1% | Reduced |
| LWS Wealth Advisors, Inc. | 5,410 | $1.05M | 0.44% | −54−1.0% | Reduced |
| NSI Retail Advisors, LLC | 5,416 | $1.05M | 0.18% | −800−12.9% | Reduced |
| Triasima Portfolio Management inc. | 4,100 | $1.05M | 0.07% | 00.0% | Unchanged |
| Truefg, LLC | 5,437 | $1.05M | 0.45% | −1,045−16.1% | Reduced |
| Oberweis Asset Management Inc | 5,450 | $1.06M | 0.13% | −29−0.5% | Reduced |
| Independent Family Office, LLC | 5,460 | $1.06M | 0.64% | 00.0% | Unchanged |
| Socha Financial Group, LLC | 5,458 | $1.06M | 0.56% | +3,709+212.1% | Added |
| Maripau Wealth Management LLC | 5,461 | $1.06M | 0.94% | +1,663+43.8% | Added |
| Treasure Coast Financial Planning | 5,461 | $1.06M | 0.72% | −307−5.3% | Reduced |
| SRN Advisors, LLC | 5,477 | $1.06M | 0.95% | −168−3.0% | Reduced |
| Sharkey, Howes & Javer | 5,478 | $1.06M | 0.20% | −86−1.5% | Reduced |
| Asset Management Resources, LLC | 5,492 | $1.07M | 0.65% | −62−1.1% | Reduced |
| Wealth Enhancement & Preservation of GA, LLC | 5,500 | $1.07M | 1.02% | +260+5.0% | Added |
| Symmetry Investments LP | 5,500 | $1.07M | 0.31% | +5,500 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 5,502 | $1.07M | 0.51% | +160+3.0% | Added |
| Aquire Wealth Advisors, LLC | 5,507 | $1.07M | 0.43% | −123−2.2% | Reduced |
| Blueshift Asset Management, LLC | 5,508 | $1.07M | 0.41% | +1,419+34.7% | Added |
| Beacon Financial Planning, Inc | 5,514 | $1.07M | 0.91% | +616+12.6% | Added |
| Gleason Group, Inc. | 5,528 | $1.07M | 0.28% | +875+18.8% | Added |
| Vista Finance, LLC | 5,538 | $1.07M | 1.68% | +117+2.2% | Added |
| Weybosset Research & Management LLC | 5,548 | $1.08M | 0.39% | −7,131−56.2% | Reduced |
| BMS Financial Advisors, LLC | 5,552 | $1.08M | 0.70% | −447−7.5% | Reduced |
| Ninepoint Partners LP | 5,556 | $1.08M | 0.14% | 00.0% | Unchanged |
| Mokosak Advisory Group, LLC | 5,562 | $1.08M | 0.43% | +59+1.1% | Added |
| Schiavi & Co LLC | 5,569 | $1.08M | 0.45% | +588+11.8% | Added |
| ArrowMark Colorado Holdings LLC | 5,584 | $1.08M | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 5,594 | $1.08M | 0.44% | −2,742−32.9% | Reduced |
| Regis Acquisition Inc. | 5,594 | $1.08M | 0.45% | 00.0% | Unchanged |
| Mainsail Financial Group, LLC | 5,607 | $1.09M | 1.02% | −618−9.9% | Reduced |
| Flagship Private Wealth, LLC | 5,608 | $1.09M | 0.90% | +20.0% | Added |
| Monumental Financial Group Inc. | 5,616 | $1.09M | 0.73% | +5,616 | New |
| Cullen Capital Management LLC | 5,640 | $1.09M | 0.01% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 5,680 | $1.10M | 1.04% | +452+8.6% | Added |
| New Legacy Group, LLC | 5,700 | $1.11M | 2.80% | 00.0% | Unchanged |
| Prevail Innovative Wealth Advisors, LLC | 5,739 | $1.11M | 0.61% | +5,739 | New |
| Hunter Perkins Capital Management, LLC | 5,741 | $1.11M | 0.24% | −1,800−23.9% | Reduced |
| Prudent Investors Network | 5,747 | $1.11M | 0.53% | −43−0.7% | Reduced |
| Ackerman Capital Advisors, LLC | 5,752 | $1.12M | 0.29% | +341+6.3% | Added |
| Stone House Investment Management, LLC | 5,762 | $1.12M | 0.41% | −608−9.5% | Reduced |
| Covey Capital Advisors, LLC | 5,782 | $1.12M | 1.63% | 00.0% | Unchanged |
| Vawter Financial, Ltd. | 5,787 | $1.12M | 0.97% | +123+2.2% | Added |
| Guardian Wealth Management, Inc. | 5,789 | $1.12M | 1.03% | +5+0.1% | Added |
| Maltin Wealth Management, Inc. | 5,790 | $1.12M | 0.79% | +19+0.3% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 5,800 | $1.13M | 1.11% | +2,700+87.1% | Added |
| Proquility Private Wealth Partners, LLC | 5,801 | $1.13M | 0.44% | −229−3.8% | Reduced |
| Shore Point Advisors, LLC | 5,805 | $1.13M | 0.80% | −37−0.6% | Reduced |
| Conestoga Capital Advisors, LLC | 5,810 | $1.13M | 0.02% | −1,550−21.1% | Reduced |
| Highland Financial Advisors, LLC | 5,824 | $1.13M | 0.58% | −28−0.5% | Reduced |
| Asset Planning Corporation | 5,829 | $1.13M | 0.86% | +386+7.1% | Added |
| FirstPurpose Wealth LLC | 5,839 | $1.13M | 0.48% | +79+1.4% | Added |
| Compton Financial Group, LLC | 5,854 | $1.14M | 0.43% | −306−5.0% | Reduced |
| Braun-Bostich & Associates Inc. | 5,864 | $1.14M | 2.44% | −95−1.6% | Reduced |
| Chiron Investment Management, LLC | 5,895 | $1.14M | 0.32% | +5,895 | New |
| MBE Wealth Management, LLC | 5,916 | $1.15M | 0.62% | −227−3.7% | Reduced |
| Hill Investment Group Partners, LLC | 5,940 | $1.15M | 0.21% | +203+3.5% | Added |
| LifePlan Investment Advisors, Inc. | 5,952 | $1.15M | 1.29% | +5,952 | New |
| Poplar Forest Capital LLC | 6,000 | $1.16M | 0.15% | −5,100−45.9% | Reduced |
| Dantai Capital Ltd | 6,000 | $1.16M | 1.86% | +6,000 | New |
| McNaughton Wealth Management, LLC | 6,008 | $1.17M | 0.75% | −161−2.6% | Reduced |
| Arrien Investments, Inc. | 6,022 | $1.17M | 0.99% | −121−2.0% | Reduced |
| Dentgroup LLC | 6,034 | $1.17M | 0.85% | +10.0% | Added |
| Raub Brock Capital Management LP | 6,047 | $1.17M | 0.22% | 00.0% | Unchanged |
| Hyperion Capital Advisors LP | 6,047 | $1.17M | 0.64% | 00.0% | Unchanged |
| Mid-American Wealth Advisory Group, Inc. | 6,222 | $1.18M | 0.92% | +6,222 | New |
| GoalFusion Wealth Management, LLC | 6,103 | $1.18M | 0.87% | 00.0% | Unchanged |
| Regal Wealth Group, Inc. | 6,220 | $1.19M | 0.78% | +48+0.8% | Added |
| IAG Wealth Partners, LLC | 6,122 | $1.19M | 0.31% | −718−10.5% | Reduced |
| Guidance Point Advisors, LLC | 6,134 | $1.19M | 0.46% | +41+0.7% | Added |
| Kraft, Davis & Associates, LLC | 6,657 | $1.19M | 0.41% | +6,657 | New |
| Capital CS Group, LLC | 6,162 | $1.20M | 1.22% | +463+8.1% | Added |
| Altus Wealth Management, LLC | 6,163 | $1.20M | 0.94% | −395−6.0% | Reduced |
| Holland Advisory Services, Inc. | 6,169 | $1.20M | 1.53% | +20.0% | Added |
| Gruss & Co., LLC | 6,200 | $1.20M | 7.29% | −1,500−19.5% | Reduced |
| Castleview Partners, LLC | 6,214 | $1.21M | 1.09% | +449+7.8% | Added |
| Silver Lake Advisory, LLC | 6,221 | $1.21M | 0.65% | +1,234+24.7% | Added |
| Macroview Investment Management LLC | 6,251 | $1.21M | 1.86% | +14+0.2% | Added |
| Endowment Wealth Management, Inc. | 6,265 | $1.22M | 1.11% | +39+0.6% | Added |
| Atlas Wealth Partners, LLC | 6,336 | $1.22M | 3.50% | +6,336 | New |
| Greenhouse Wealth Management, LLC | 6,274 | $1.22M | 1.07% | +6+0.1% | Added |
| Delos Wealth Advisors, LLC | 6,356 | $1.23M | 1.57% | −120−1.9% | Reduced |
| Brand Asset Management Group, Inc. | 6,358 | $1.23M | 0.59% | −488−7.1% | Reduced |
| Sonen Capital LLC | 6,361 | $1.23M | 2.05% | +10.0% | Added |
| Atom Investors LP | 6,368 | $1.24M | 0.47% | −288−4.3% | Reduced |
| Milestone Asset Management, LLC | 6,371 | $1.24M | 0.55% | −591−8.5% | Reduced |
| Essex Private Wealth Management, LLC | 6,376 | $1.24M | 4.25% | −1,248−16.4% | Reduced |
| Heritage Wealth Management, Inc./Texas | 6,377 | $1.24M | 1.10% | +1,860+41.2% | Added |
| Kerntke Otto McGlone Wealth Management Group | 6,392 | $1.24M | 1.21% | −211−3.2% | Reduced |
| Keeley-Teton Advisors, LLC | 6,398 | $1.24M | 0.16% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 6,401 | $1.24M | 1.10% | −3,517−35.5% | Reduced |
| Prentiss Smith & Co Inc | 6,414 | $1.24M | 0.93% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 6,932 | $1.25M | 1.30% | +566+8.9% | Added |
| Requisite Capital Management, LLC | 6,476 | $1.26M | 0.32% | −53−0.8% | Reduced |
| BIT Capital GmbH | 6,477 | $1.26M | 0.15% | −549−7.8% | Reduced |
| Stewardship Advisors, LLC | 6,488 | $1.26M | 0.47% | +388+6.4% | Added |
| AMJ Financial Wealth Management | 6,493 | $1.26M | 0.55% | +909+16.3% | Added |
| Flagstone Financial Management | 6,524 | $1.27M | 0.59% | −5−0.1% | Reduced |
| Arlington Capital Management, Inc. | 6,524 | $1.27M | 1.10% | +44+0.7% | Added |
| Rodgers & Associates, LTD | 6,550 | $1.27M | 0.18% | +172+2.7% | Added |
| Aull & Monroe Investment Management Corp | 6,560 | $1.27M | 0.64% | 00.0% | Unchanged |