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; 6,150 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 | 6,150 | $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 |
|---|---|---|---|---|---|
| New England Capital Financial Advisors LLC | 7,915 | $1.54M | 1.01% | −1,094−12.1% | Reduced |
| Lowery Thomas, LLC | 7,934 | $1.54M | 1.51% | +5,636+245.3% | Added |
| True Wealth Design, LLC | 7,943 | $1.54M | 0.56% | −1,723−17.8% | Reduced |
| Peterson Wealth Management | 7,949 | $1.54M | 1.22% | −262−3.2% | Reduced |
| Pitti Group Wealth Management, LLC | 7,950 | $1.54M | 1.73% | −633−7.4% | Reduced |
| Alpha Financial Partners, LLC | 7,977 | $1.55M | 1.65% | −454−5.4% | Reduced |
| Ewa, LLC | 7,990 | $1.55M | 1.06% | +404+5.3% | Added |
| Aristotle Capital Management, LLC | 8,000 | $1.55M | 0.00% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 8,000 | $1.55M | 0.62% | −300−3.6% | Reduced |
| Game Creek Capital, LP | 8,025 | $1.56M | 1.03% | −50−0.6% | Reduced |
| Sym Financial Corp | 8,031 | $1.56M | 0.32% | −1,855−18.8% | Reduced |
| Halpern Financial, Inc. | 8,034 | $1.56M | 0.53% | +3,395+73.2% | Added |
| Motley Fool Wealth Management, LLC | 8,069 | $1.56M | 0.09% | +8,069 | New |
| Elwood & Goetz Wealth Advisory Group, LLC | 8,079 | $1.57M | 0.36% | +466+6.1% | Added |
| Partners in Financial Planning | 8,081 | $1.57M | 0.40% | +57+0.7% | Added |
| Hubbell Strickland Wealth Management, LLC | 8,089 | $1.57M | 0.91% | −2,090−20.5% | Reduced |
| Leicht Financial Planning & Wealth Management, Inc. | 8,106 | $1.57M | 0.95% | 00.0% | Unchanged |
| Strategic Equity Management | 8,108 | $1.57M | 0.54% | −420−4.9% | Reduced |
| Brown Wealth Management, LLC | 8,109 | $1.57M | 0.81% | +8,109 | New |
| Wick Capital Partners, LLC | 8,164 | $1.58M | 0.94% | −125−1.5% | Reduced |
| Alliance Wealth Advisors, LLC | 8,182 | $1.59M | 0.59% | +192+2.4% | Added |
| Winton Group Ltd | 8,194 | $1.59M | 0.13% | −8,417−50.7% | Reduced |
| BTG Pactual Global Asset Management Ltd | 8,204 | $1.59M | 0.84% | +8,204 | New |
| RiverGlades Family Offices LLC | 8,221 | $1.59M | 1.42% | +10.0% | Added |
| Pacifica Capital Investments, LLC | 8,240 | $1.60M | 0.49% | 00.0% | Unchanged |
| Innova Wealth Partners | 8,257 | $1.60M | 1.36% | +298+3.7% | Added |
| TCM Advisors, LLC | – | $1.60M | 0.69% | – | – |
| Claris Advisors, LLC | 8,261 | $1.60M | 1.11% | −179−2.1% | Reduced |
| Thompson Davis & Co., Inc. | 8,279 | $1.61M | 1.82% | +284+3.6% | Added |
| EHP Funds Inc. | 8,300 | $1.61M | 0.46% | +8,300 | New |
| Signature Wealth Management Group | 8,320 | $1.61M | 0.75% | −3,110−27.2% | Reduced |
| Waterford Advisors, LLC | 8,345 | $1.62M | 0.78% | −50−0.6% | Reduced |
| Kooman & Associates | 8,348 | $1.62M | 0.80% | +2,178+35.3% | Added |
| America First Investment Advisors, LLC | 8,366 | $1.62M | 0.44% | 00.0% | Unchanged |
| Easterly Investment Partners LLC | 8,372 | $1.62M | 0.15% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 8,568 | $1.62M | 0.19% | +13+0.2% | Added |
| Seneca Financial Advisors LLC | 8,388 | $1.63M | 1.08% | −134−1.6% | Reduced |
| Vista Investment Management | 8,407 | $1.63M | 0.83% | −169−2.0% | Reduced |
| Shakespeare Wealth Management, Inc. | 8,407 | $1.63M | 0.56% | +296+3.6% | Added |
| Intrepid Capital Management Inc | 8,411 | $1.63M | 1.15% | +63+0.8% | Added |
| Rockwood Wealth Management, LLC | 8,414 | $1.63M | 0.28% | +8,414 | New |
| Strategic Point Investment Advisors, LLC | 8,427 | $1.63M | 0.34% | +780+10.2% | Added |
| Twelve Points Wealth Management LLC | 8,442 | $1.64M | 0.87% | +3,259+62.9% | Added |
| Eliot Finkel Investment Counsel, LLC | 8,446 | $1.64M | 1.04% | 00.0% | Unchanged |
| Crestone Asset Management LLC | 8,486 | $1.65M | 0.36% | +240+2.9% | Added |
| Essential Planning, LLC. | 8,533 | $1.66M | 0.94% | +640+8.1% | Added |
| Lifestyle Asset Management, Inc. | 8,554 | $1.66M | 1.00% | −676−7.3% | Reduced |
| RHS Financial, LLC | 8,556 | $1.66M | 1.22% | +897+11.7% | Added |
| Rempart Asset Management Inc. | 8,560 | $1.66M | 0.35% | −125−1.4% | Reduced |
| Commonwealth Retirement Investments LLC | 8,621 | $1.67M | 0.93% | +1,055+13.9% | Added |
| Corrado Advisors, LLC | 8,673 | $1.68M | 1.18% | −718−7.6% | Reduced |
| C M Bidwell & Associates Ltd | 8,686 | $1.68M | 1.23% | −1,095−11.2% | Reduced |
| Cunning Capital Partners, LP | 0 | $1.69M | 1.07% | −10,605−100.0% | Reduced |
| Provident Investment Management, Inc. | 8,710 | $1.69M | 0.18% | −395−4.3% | Reduced |
| DecisionPoint Financial, LLC | 8,718 | $1.69M | 0.88% | 00.0% | Unchanged |
| Stone Run Capital, LLC | 8,733 | $1.69M | 0.75% | 00.0% | Unchanged |
| David Kennon Inc | 8,747 | $1.70M | 0.79% | +20+0.2% | Added |
| Oakwell Private Wealth Management, LLC | 8,761 | $1.70M | 0.71% | +137+1.6% | Added |
| Mma Asset Management LLC | 8,762 | $1.70M | 1.00% | +1,806+26.0% | Added |
| Seaport Global Advisors, LLC | 8,772 | $1.70M | 5.01% | −819−8.5% | Reduced |
| Auour Investments LLC | 8,773 | $1.70M | 0.72% | +8,773 | New |
| CarsonAllaria Wealth Management, Ltd. | 8,786 | $1.70M | 1.34% | +262+3.1% | Added |
| J.Safra Asset Management Corp | 8,790 | $1.70M | 0.24% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 8,832 | $1.71M | 0.14% | +1,159+15.1% | Added |
| TCP Asset Management, LLC | 8,847 | $1.72M | 0.73% | −279−3.1% | Reduced |
| Carmel Capital Partners, LLC | 8,883 | $1.72M | 0.89% | −917−9.4% | Reduced |
| Horizon Family Wealth, Inc. | 8,891 | $1.72M | 1.65% | +43+0.5% | Added |
| Enzi Wealth | 9,054 | $1.73M | 0.88% | +382+4.4% | Added |
| Donoghue Forlines LLC | 8,896 | $1.73M | 0.54% | +2,409+37.1% | Added |
| Morton Brown Family Wealth, LLC | 8,923 | $1.73M | 0.92% | −37−0.4% | Reduced |
| Orgel Wealth Management, LLC | 8,926 | $1.73M | 0.06% | +66+0.7% | Added |
| Presidio Capital Management, LLC | 8,942 | $1.73M | 1.39% | +2,364+35.9% | Added |
| Probity Advisors, Inc. | 8,944 | $1.73M | 0.38% | +8,944 | New |
| Cornerstone Wealth Advisors, Inc. | 8,949 | $1.74M | 0.60% | +4,388+96.2% | Added |
| Sinecera Capital, LLC | 8,951 | $1.74M | 1.85% | +8,951 | New |
| Dravo Bay LLC | 8,959 | $1.74M | 1.28% | +4,038+82.1% | Added |
| La Financiere de L'Echiquier | 8,974 | $1.74M | 0.09% | −3,485−28.0% | Reduced |
| Granite FO LLC | 9,031 | $1.75M | 1.20% | −2,920−24.4% | Reduced |
| Horrell Capital Management, Inc. | 9,032 | $1.75M | 0.54% | −50−0.6% | Reduced |
| Stegent Equity Advisors, Inc. | 9,048 | $1.75M | 1.96% | −400−4.2% | Reduced |
| Operose Advisors LLC | 9,057 | $1.76M | 0.80% | −57−0.6% | Reduced |
| Legend Financial Advisors, Inc. | 9,062 | $1.76M | 1.47% | −928−9.3% | Reduced |
| Fiduciary Planning LLC | 9,073 | $1.76M | 0.81% | −305−3.3% | Reduced |
| Armbruster Capital Management, Inc. | 9,123 | $1.77M | 0.44% | +539+6.3% | Added |
| Costello Asset Management, INC | 9,172 | $1.78M | 1.52% | −25−0.3% | Reduced |
| LGT Financial Advisors LLC | 9,177 | $1.78M | 1.90% | 00.0% | Unchanged |
| Meridian Financial, LLC | 9,192 | $1.78M | 1.61% | −10−0.1% | Reduced |
| Phillips Financial Management, LLC | 9,194 | $1.78M | 0.17% | +535+6.2% | Added |
| Arq Wealth Advisors, LLC | 9,205 | $1.79M | 1.16% | +1,709+22.8% | Added |
| Impact Partnership Wealth, LLC | 9,244 | $1.79M | 0.62% | +9,244 | New |
| Columbia Advisory Partners LLC | 9,256 | $1.80M | 1.92% | −1,321−12.5% | Reduced |
| Karpas Strategies, LLC | 9,257 | $1.80M | 0.61% | +100+1.1% | Added |
| ESG Planning | 9,270 | $1.80M | 2.07% | −2,021−17.9% | Reduced |
| Saiph Capital, LLC | 9,270 | $1.80M | 0.98% | −159−1.7% | Reduced |
| Executive Wealth Group LLC | 9,271 | $1.80M | 1.21% | +935+11.2% | Added |
| Piershale Financial Group, Inc. | 9,271 | $1.80M | 1.15% | +175+1.9% | Added |
| Ascension Capital Advisors, Inc. | 9,279 | $1.80M | 1.15% | +1,179+14.6% | Added |
| Corsair Capital Management, L.P. | 9,343 | $1.81M | 0.62% | −61−0.6% | Reduced |
| Hanlon Investment Management, Inc. | 9,368 | $1.82M | 0.53% | +6+0.1% | Added |
| Cynosure Management, LLC | 9,388 | $1.82M | 0.55% | +9,388 | New |