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 Alternatives, Inc | 6,571 | $1.27M | 1.15% | −73−1.1% | Reduced |
| Trinity Wealth Management, LLC | 6,580 | $1.28M | 0.78% | −336−4.9% | Reduced |
| Your Advocates Ltd., LLP | 6,589 | $1.28M | 0.66% | +40+0.6% | Added |
| Cedar Wealth Management, LLC | 6,605 | $1.28M | 0.50% | −658−9.1% | Reduced |
| BCM Advisors, LLC | 6,726 | $1.28M | 0.34% | +3,787+128.9% | Added |
| First International Bank & Trust | 6,608 | $1.28M | 0.41% | −95−1.4% | Reduced |
| Joule Financial, LLC | 6,623 | $1.28M | 0.66% | −487−6.8% | Reduced |
| LFA - Lugano Financial Advisors SA | 6,631 | $1.29M | 0.86% | +5,916+827.4% | Added |
| Meredith Wealth Planning | 6,633 | $1.29M | 1.05% | −2,513−27.5% | Reduced |
| Morris Financial Concepts, Inc. | 6,646 | $1.29M | 0.83% | −71−1.1% | Reduced |
| Graham Capital Wealth Management, LLC | 6,647 | $1.29M | 3.04% | −100−1.5% | Reduced |
| Wealth Management Resources, Inc. | 6,661 | $1.29M | 0.75% | +244+3.8% | Added |
| GoalVest Advisory LLC | 6,669 | $1.29M | 0.67% | +1,318+24.6% | Added |
| Lutz Financial Services LLC | 6,683 | $1.30M | 0.14% | −3,513−34.5% | Reduced |
| Revisor Wealth Management LLC | 6,734 | $1.31M | 1.17% | +1,256+22.9% | Added |
| MBB Public Markets I LLC | 6,735 | $1.31M | 0.07% | 00.0% | Unchanged |
| All Season Financial Advisors, Inc. | 6,747 | $1.31M | 1.17% | −132−1.9% | Reduced |
| Lesa Sroufe & Co | 6,752 | $1.31M | 1.40% | +20.0% | Added |
| Threadgill Financial, LLC | 7,020 | $1.31M | 1.50% | +157+2.3% | Added |
| Asset Allocation Strategies LLC | 6,756 | $1.31M | 0.62% | +6,756 | New |
| Eubel Brady & Suttman Asset Management Inc | 6,765 | $1.31M | 0.18% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 6,782 | $1.32M | 1.39% | +6,782 | New |
| Insight Wealth Partners, LLC | 6,801 | $1.32M | 1.10% | +1,242+22.3% | Added |
| Sage Private Wealth Group, LLC | 6,807 | $1.32M | 1.80% | −30.0% | Reduced |
| Sonoma Private Wealth LLC | 6,863 | $1.33M | 2.33% | −126−1.8% | Reduced |
| Presilium Private Wealth, LLC | 6,863 | $1.33M | 0.46% | −1,225−15.1% | Reduced |
| ICONIQ Capital, LLC | 6,885 | $1.34M | 0.02% | −5,612−44.9% | Reduced |
| MorganRosel Wealth Management, LLC | 6,885 | $1.34M | 0.54% | +76+1.1% | Added |
| D. Scott Neal, Inc. | 6,885 | $1.34M | 1.00% | 00.0% | Unchanged |
| Del-Sette Capital Management, LLC | 6,892 | $1.34M | 1.27% | −37−0.5% | Reduced |
| Retirement Financial Solutions, LLC | 6,897 | $1.34M | 0.92% | +1,985+40.4% | Added |
| Lockerman Financial Group, Inc. | 6,914 | $1.34M | 3.72% | +127+1.9% | Added |
| Stelac Advisory Services LLC | 6,943 | $1.34M | 0.60% | −2,048−22.8% | Reduced |
| Marshall Financial Group Inc | 6,958 | $1.35M | 0.52% | +30.0% | Added |
| Oliver Luxxe Assets LLC | 6,962 | $1.35M | 0.34% | −371−5.1% | Reduced |
| Forte Asset Management LLC | 6,991 | $1.36M | 0.88% | 00.0% | Unchanged |
| Sageworth Trust Co | 6,999 | $1.36M | 0.10% | +17+0.2% | Added |
| CloudAlpha Capital Management Limited/Hong Kong | 7,000 | $1.36M | 0.27% | −56,000−88.9% | Reduced |
| Thornburg Investment Management Inc | 7,002 | $1.36M | 0.02% | 00.0% | Unchanged |
| Mason Investment Advisory Services, Inc. | 7,002 | $1.36M | 0.12% | −53−0.8% | Reduced |
| Van Strum & Towne Inc. | 7,002 | $1.36M | 0.56% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 7,009 | $1.36M | 0.85% | −1,135−13.9% | Reduced |
| Michael S. Ryan, Inc. | 7,075 | $1.36M | 1.26% | +7,075 | New |
| Sippican Capital Advisors | 7,034 | $1.36M | 1.26% | −60−0.8% | Reduced |
| Donald L. Hagan, LLC | 7,038 | $1.37M | 0.77% | −580−7.6% | Reduced |
| Eagle Bluffs Wealth Management LLC | 7,046 | $1.37M | 1.05% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 7,047 | $1.37M | 0.98% | −1,127−13.8% | Reduced |
| Leading Edge Financial Planning LLC | 7,054 | $1.37M | 0.90% | +378+5.7% | Added |
| Albert D Mason Inc | 7,070 | $1.37M | 0.94% | 00.0% | Unchanged |
| Interactive Financial Advisors | 7,096 | $1.38M | 0.94% | −101−1.4% | Reduced |
| Kanen Wealth Management LLC | 7,110 | $1.38M | 0.91% | +10+0.1% | Added |
| Waypoint Wealth Partners Inc. | 7,113 | $1.38M | 0.47% | +1,200+20.3% | Added |
| Earnest Partners LLC | 7,143 | $1.39M | 0.01% | 00.0% | Unchanged |
| Boston Standard Wealth Management, LLC | 7,147 | $1.39M | 0.35% | −1,149−13.9% | Reduced |
| Financial Sense Advisors, Inc. | 7,187 | $1.39M | 0.64% | +8+0.1% | Added |
| Emerald Mutual Fund Advisers Trust | 7,200 | $1.40M | 0.08% | −767−9.6% | Reduced |
| Sanchez Wealth Management Group | 7,247 | $1.41M | 0.57% | +34+0.5% | Added |
| Biltmore Wealth Management, LLC | 7,247 | $1.41M | 0.60% | −858−10.6% | Reduced |
| Hill Island Financial LLC | 7,307 | $1.42M | 0.54% | +30.0% | Added |
| Norwood Financial Corp | 7,325 | $1.42M | 2.13% | −200−2.7% | Reduced |
| HF Advisory Group, LLC | 7,374 | $1.43M | 1.13% | +113+1.6% | Added |
| Charles Schwab Investment Advisory, Inc. | 7,389 | $1.43M | 0.00% | +666+9.9% | Added |
| PYA Waltman Capital, LLC | 7,987 | $1.43M | 0.62% | −15−0.2% | Reduced |
| Bayshore Asset Management, LLC | 7,470 | $1.43M | 0.78% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 7,394 | $1.43M | 1.46% | +5+0.1% | Added |
| Newport Capital Group, LLC | 8,850 | $1.43M | 0.72% | +4,440+100.7% | Added |
| PCG Wealth Advisors, LLC | 7,411 | $1.44M | 0.89% | +366+5.2% | Added |
| McNamara Financial Services, Inc. | 7,663 | $1.44M | 0.35% | −108−1.4% | Reduced |
| Treynor Bancshares, Inc. | 8,472 | $1.45M | 0.95% | +52+0.6% | Added |
| Shelton Wealth Management, LLC | 7,518 | $1.46M | 1.13% | −951−11.2% | Reduced |
| Beacon Wealthcare LLC | 7,520 | $1.46M | 0.74% | +884+13.3% | Added |
| Triumph Capital Management | 7,522 | $1.46M | 0.66% | −3,082−29.1% | Reduced |
| Cypress Financial Planning LLC | 7,583 | $1.46M | 0.84% | −122−1.6% | Reduced |
| Axiom Advisory, LLC | 7,543 | $1.46M | 1.29% | +75+1.0% | Added |
| PFG Private Wealth Management, LLC | 7,546 | $1.46M | 0.86% | −98−1.3% | Reduced |
| Heck Capital Advisors, LLC | 7,559 | $1.47M | 0.25% | −169−2.2% | Reduced |
| Adalta Capital Management LLC | 7,565 | $1.47M | 0.98% | 00.0% | Unchanged |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 7,564 | $1.47M | 0.01% | +582+8.3% | Added |
| Global Wealth Strategies & Associates | 7,568 | $1.47M | 0.69% | −62−0.8% | Reduced |
| Cookson Peirce & Co Inc | 7,571 | $1.47M | 0.09% | +2,443+47.6% | Added |
| Omega Financial Group, LLC | 7,577 | $1.47M | 0.67% | −65−0.9% | Reduced |
| Schwartz Investment Counsel Inc | 7,600 | $1.47M | 0.06% | +600+8.6% | Added |
| CMC Financial Group | 7,612 | $1.48M | 2.81% | −642−7.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 7,618 | $1.48M | 0.19% | −5,278−40.9% | Reduced |
| Activest Wealth Management | 20,678 | $1.48M | 1.03% | −1,972−8.7% | Reduced |
| Copperleaf Capital, LLC | 7,634 | $1.48M | 1.39% | −92−1.2% | Reduced |
| Coho Partners, Ltd. | 7,661 | $1.49M | 0.03% | −75−1.0% | Reduced |
| Mizuho Markets Cayman LP | 7,688 | $1.49M | 0.29% | +7,688 | New |
| Corton Capital Inc. | 7,748 | $1.50M | 0.71% | +2,581+50.0% | Added |
| GW&K Investment Management, LLC | 7,787 | $1.51M | 0.01% | +4,833+163.6% | Added |
| High Pines Wealth Management, LLC | 7,799 | $1.51M | 2.31% | +27+0.3% | Added |
| Caz Investments LP | 7,800 | $1.51M | 4.18% | 00.0% | Unchanged |
| Aufman Associates Inc | 7,801 | $1.51M | 1.25% | −42−0.5% | Reduced |
| Adams Wealth Management | 7,810 | $1.51M | 0.47% | −71−0.9% | Reduced |
| Robinswood Financial LLC | 7,858 | $1.52M | 0.71% | +7,858 | New |
| My Purposeful Wealth Corp. | 7,878 | $1.53M | 1.18% | +240+3.1% | Added |
| Ballew Advisors, Inc | 8,137 | $1.53M | 1.11% | 00.0% | Unchanged |
| Family Investment Center, Inc. | 7,895 | $1.53M | 0.98% | −58−0.7% | Reduced |
| Keating Investment Counselors Inc | 7,896 | $1.53M | 0.55% | −390−4.7% | Reduced |
| Conrad Siegel Investment Advisors, Inc. | 7,897 | $1.53M | 1.19% | +1,436+22.2% | Added |