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 |
|---|---|---|---|---|---|
| Inspire Advisors, LLC | 9,390 | $1.82M | 0.35% | −1,047−10.0% | Reduced |
| Market Street Wealth Management Advisors LLC | 9,395 | $1.82M | 0.46% | −892−8.7% | Reduced |
| Afg Fiduciary Services Limited Partnership | 9,560 | $1.82M | 1.37% | −377−3.8% | Reduced |
| Chiron Capital Management, LLC | 9,399 | $1.82M | 1.44% | +25+0.3% | Added |
| Vantage Financial Partners Ltd., Inc. | 9,410 | $1.83M | 1.01% | +120+1.3% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 9,441 | $1.83M | 1.23% | +621+7.0% | Added |
| Wealthstar Advisors, LLC | 9,441 | $1.83M | 0.77% | −67−0.7% | Reduced |
| Marotta Asset Management | 9,478 | $1.84M | 0.41% | +9,478 | New |
| Millington Financial Advisors, LLC | 9,521 | $1.85M | 1.64% | +67+0.7% | Added |
| Prostatis Group LLC | 359,159 | $1.85M | 0.86% | +349,810+3,741.7% | Added |
| Awm Capital, LLC | 9,576 | $1.86M | 0.45% | −1,284−11.8% | Reduced |
| Sustainable Insight Capital Management, LLC | 9,601 | $1.86M | 1.73% | −11,000−53.4% | Reduced |
| Cedar Mountain Advisors, LLC | 9,606 | $1.86M | 0.53% | −245−2.5% | Reduced |
| Access Financial Services, Inc. | 9,608 | $1.86M | 1.09% | 00.0% | Unchanged |
| Profit Investment Management, LLC | 9,608 | $1.86M | 1.21% | −2,431−20.2% | Reduced |
| Miller Investment Management, LP | 9,644 | $1.87M | 0.29% | 00.0% | Unchanged |
| Consilio Wealth Advisors, LLC | 9,676 | $1.88M | 1.03% | +222+2.3% | Added |
| Capital Investment Services of America, Inc. | 9,695 | $1.88M | 0.21% | −63−0.6% | Reduced |
| OLIO Financial Planning | 9,708 | $1.88M | 0.89% | +214+2.3% | Added |
| American Planning Services, Inc. | 9,716 | $1.88M | 1.23% | +281+3.0% | Added |
| Dopkins Wealth Management, LLC | 9,740 | $1.89M | 1.68% | 00.0% | Unchanged |
| Keb Asset Management, LLC | 9,774 | $1.90M | 0.79% | +444+4.8% | Added |
| Baron Financial Group, LLC | 9,779 | $1.90M | 1.17% | −66−0.7% | Reduced |
| Davidson Capital Management Inc. | 9,781 | $1.90M | 0.95% | +153+1.6% | Added |
| FC Advisory LLC | 9,787 | $1.90M | 0.78% | +7+0.1% | Added |
| 3D/L Capital Management, LLC | 9,804 | $1.90M | 0.55% | +64+0.7% | Added |
| Cohen Capital Management, Inc. | 9,837 | $1.91M | 0.37% | 00.0% | Unchanged |
| PFS Partners, LLC | 9,846 | $1.91M | 1.60% | +250+2.6% | Added |
| GenWealth Group, Inc. | 9,851 | $1.91M | 0.55% | +10.0% | Added |
| Johnson Midwest Financial, LLC | 9,910 | $1.92M | 1.71% | −405−3.9% | Reduced |
| Epic Trust Investment Advisors, LLC | 9,932 | $1.93M | 2.74% | −4,307−30.2% | Reduced |
| Defined Wealth Management, LLC | 9,992 | $1.94M | 1.64% | −305−3.0% | Reduced |
| Longitude (Cayman) Ltd. | 10,000 | $1.94M | 2.97% | −100−1.0% | Reduced |
| Mork Capital Management, LLC | 10,000 | $1.94M | 1.49% | 00.0% | Unchanged |
| SCP Investment, LP | 10,000 | $1.94M | 1.57% | 00.0% | Unchanged |
| Ulysses Management LLC | 10,000 | $1.94M | 0.50% | +3,000+42.9% | Added |
| Divergent Planning, LLC | 10,019 | $1.94M | 1.02% | −135−1.3% | Reduced |
| Tactive Advisors, LLC | 10,046 | $1.95M | 1.49% | +1,029+11.4% | Added |
| Clifford Group, LLC | 10,085 | $1.96M | 2.10% | +557+5.8% | Added |
| Strategic Investment Solutions, Inc. | 10,790 | $1.96M | 0.40% | −8,701−44.6% | Reduced |
| Ratio Wealth Group | 10,104 | $1.96M | 0.48% | +10,104 | New |
| Park Edge Advisors, LLC | 10,120 | $1.96M | 0.66% | −410−3.9% | Reduced |
| Insight 2811, Inc. | 10,141 | $1.97M | 1.07% | −811−7.4% | Reduced |
| ETF Portfolio Partners, Inc. | 10,160 | $1.97M | 0.71% | 00.0% | Unchanged |
| Global Endowment Management, LP | 10,165 | $1.97M | 0.23% | 00.0% | Unchanged |
| Clear Street Markets LLC | 10,169 | $1.97M | 0.82% | −38,831−79.2% | Reduced |
| BKA Wealth Consulting, Inc. | 10,175 | $1.97M | 3.30% | −83−0.8% | Reduced |
| Resource Planning Group | 10,180 | $1.97M | 1.60% | −744−6.8% | Reduced |
| Wealthcare Capital Management LLC | 10,180 | $1.97M | 0.23% | +158+1.6% | Added |
| Talisman Wealth Advisors LLC | 10,191 | $1.98M | 3.37% | −4,114−28.8% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 10,238 | $1.99M | 2.77% | +10,238 | New |
| Level Financial Advisors, Inc. | 10,249 | $1.99M | 1.11% | +200+2.0% | Added |
| Roth Financial Partners LLC | 10,264 | $1.99M | 1.25% | 00.0% | Unchanged |
| Carl Stuart Investment Advisor, Inc | 10,269 | $1.99M | 1.53% | +10+0.1% | Added |
| Compass Financial Group, INC | 10,282 | $1.99M | 0.59% | +31+0.3% | Added |
| GR Financial Group, LLC | 10,291 | $2.00M | 0.62% | −538−5.0% | Reduced |
| Santori & Peters | 10,296 | $2.00M | 1.00% | +11+0.1% | Added |
| DHJJ Financial Advisors, Ltd. | 10,304 | $2.00M | 1.04% | −128−1.2% | Reduced |
| Seed Wealth Management, Inc. | 10,309 | $2.00M | 2.12% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 10,358 | $2.01M | 2.28% | −66−0.6% | Reduced |
| Authentikos Wealth Advisory, LLC | 10,359 | $2.01M | 1.90% | −142−1.4% | Reduced |
| Avenue 1 Advisors, LLC | 10,377 | $2.01M | 0.95% | −113−1.1% | Reduced |
| James Hambro & Partners | 10,403 | $2.02M | 0.13% | +1,185+12.9% | Added |
| Prosperity Planning, Inc. | 10,397 | $2.02M | 0.83% | −532−4.9% | Reduced |
| Stephens Consulting, LLC | 10,398 | $2.02M | 0.80% | −4,749−31.4% | Reduced |
| Compass Advisory Group LLC | 10,403 | $2.02M | 1.06% | +2,859+37.9% | Added |
| Echo45 Advisors LLC | 10,404 | $2.02M | 1.66% | −394−3.6% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 10,448 | $2.03M | 1.00% | +8+0.1% | Added |
| Harbor Group, Inc. | 10,459 | $2.03M | 1.12% | −990−8.6% | Reduced |
| AllGen Financial Advisors, Inc. | 10,492 | $2.04M | 1.28% | +2,831+37.0% | Added |
| Rosenblum Silverman Sutton S F Inc | 10,497 | $2.04M | 0.67% | −439−4.0% | Reduced |
| Strid Group, LLC | 10,509 | $2.04M | 0.42% | +26+0.2% | Added |
| Sage Investment Advisers LLC | 10,525 | $2.04M | 2.73% | −906−7.9% | Reduced |
| Punch & Associates Investment Management, Inc. | 10,538 | $2.04M | 0.12% | +50.0% | Added |
| Hudson Portfolio Management LLC | 10,547 | $2.05M | 2.22% | −1,947−15.6% | Reduced |
| Sentinel Pension Advisors Inc | 10,553 | $2.05M | 0.50% | −512−4.6% | Reduced |
| Holistic Financial Partners | 10,554 | $2.05M | 1.42% | +208+2.0% | Added |
| 5th Street Advisors, LLC | 10,562 | $2.05M | 1.47% | +4,488+73.9% | Added |
| SMART Wealth LLC | 10,571 | $2.05M | 1.55% | −230−2.1% | Reduced |
| Weinberger Asset Management, Inc | 10,583 | $2.05M | 1.13% | +1,441+15.8% | Added |
| Lauterbach Financial Advisors, LLC | 10,585 | $2.05M | 1.57% | +30.0% | Added |
| Harvest Investment Advisors, LLC | 10,593 | $2.05M | 1.76% | −120−1.1% | Reduced |
| KWMG, LLC | 10,634 | $2.06M | 0.26% | −642−5.7% | Reduced |
| RWWM, Inc. | 10,667 | $2.07M | 0.27% | +3,635+51.7% | Added |
| Compton Capital Management Inc | 10,701 | $2.08M | 48.06% | −61,964−85.3% | Reduced |
| AJ Advisors, LLC | 10,737 | $2.08M | 1.45% | −14−0.1% | Reduced |
| Disciplined Investments, LLC | 10,744 | $2.08M | 1.11% | −1,883−14.9% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 10,802 | $2.10M | 0.79% | +343+3.3% | Added |
| Horizon Kinetics Asset Management LLC | 10,811 | $2.10M | 0.05% | −508−4.5% | Reduced |
| Pavion Blue Capital, LLC | 10,815 | $2.10M | 1.22% | −37−0.3% | Reduced |
| Builder Investment Group Inc | 10,845 | $2.10M | 0.82% | −67−0.6% | Reduced |
| Fermata Advisors, LLC | 10,866 | $2.11M | 1.91% | −62,001−85.1% | Reduced |
| Kingdom Financial Group LLC. | 10,866 | $2.11M | 2.07% | +10,866 | New |
| Avondale Wealth Management | 10,876 | $2.11M | 1.77% | −1,750−13.9% | Reduced |
| Park Circle Co | 10,900 | $2.11M | 1.99% | 00.0% | Unchanged |
| Franklin, Parlapiano, Turner & Welch, LLC | 10,920 | $2.12M | 0.63% | −531−4.6% | Reduced |
| Legacy Financial Group LLC | 10,949 | $2.12M | 0.55% | +64+0.6% | Added |
| Advanced Research Investment Solutions, LLC | 10,955 | $2.12M | 1.22% | +3,512+47.2% | Added |
| Peterson Wealth Advisors, LLC | 11,056 | $2.13M | 0.56% | −2,081−15.8% | Reduced |
| Powers Advisory Group, LLC | 10,980 | $2.13M | 1.41% | −926−7.8% | Reduced |