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 |
|---|---|---|---|---|---|
| Trilogy Capital Inc. | 11,122 | $2.13M | 0.14% | +298+2.8% | Added |
| Joseph Group Capital Management | 11,011 | $2.14M | 1.80% | +472+4.5% | Added |
| Stevard, LLC | 11,023 | $2.14M | 2.03% | 00.0% | Unchanged |
| Menard Financial Group LLC | 11,038 | $2.14M | 4.40% | −1,261−10.3% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 11,043 | $2.14M | 1.62% | −1,508−12.0% | Reduced |
| Evergreen Wealth Management, LLC | 11,047 | $2.14M | 1.68% | −152−1.4% | Reduced |
| Redmont Wealth Advisors LLC | 11,052 | $2.14M | 3.69% | +7,137+182.3% | Added |
| Prentice Wealth Management LLC | 11,054 | $2.14M | 0.97% | +3,754+51.4% | Added |
| Financial Planning & Information Services, Inc. | 11,056 | $2.14M | 0.40% | −1,439−11.5% | Reduced |
| Redwood Financial Network Corp | 11,067 | $2.15M | 2.01% | −24−0.2% | Reduced |
| Warwick Investment Management, Inc. | 11,068 | $2.15M | 0.84% | +66+0.6% | Added |
| Motive Wealth Advisors | 11,131 | $2.16M | 2.24% | +248+2.3% | Added |
| Tealwood Asset Management Inc | 11,144 | $2.16M | 1.05% | −25−0.2% | Reduced |
| Hillsdale Investment Management Inc. | 11,207 | $2.17M | 0.20% | −400−3.4% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 11,267 | $2.19M | 2.19% | +11,267 | New |
| Columbus Macro, LLC | 11,289 | $2.19M | 0.87% | +287+2.6% | Added |
| Affinia Financial Group, LLC | 11,365 | $2.19M | 1.52% | −115−1.0% | Reduced |
| Cohen & Steers, Inc. | 11,290 | $2.19M | 0.00% | 00.0% | Unchanged |
| 360 Financial, Inc. | 11,291 | $2.19M | 1.13% | +265+2.4% | Added |
| Legal Advantage Investments, Inc. | 11,305 | $2.19M | 1.46% | −5,526−32.8% | Reduced |
| Asset Advisors Investment Management, LLC | 11,333 | $2.20M | 0.28% | −100−0.9% | Reduced |
| RAM Investment Partners, LLC | 11,344 | $2.20M | 0.92% | +204+1.8% | Added |
| Flower City Capital | 11,355 | $2.20M | 2.55% | +1,857+19.6% | Added |
| Safeguard Financial, LLC | 11,376 | $2.21M | 1.06% | −263−2.3% | Reduced |
| BEAM Asset Management, LLC | 11,374 | $2.21M | 1.53% | +1,311+13.0% | Added |
| Wooster Corthell Wealth Management, Inc. | 11,386 | $2.21M | 0.56% | −332−2.8% | Reduced |
| Compass Wealth Management LLC | 11,390 | $2.21M | 0.67% | −16−0.1% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 11,449 | $2.22M | 1.77% | +372+3.4% | Added |
| Pinnacle Financial Group, LLC | 11,453 | $2.22M | 1.26% | −886−7.2% | Reduced |
| Old North State Wealth Management, LLC | 11,477 | $2.23M | 1.95% | −3,760−24.7% | Reduced |
| Future Financial Wealth Managment LLC | 11,490 | $2.23M | 2.35% | +167+1.5% | Added |
| Matrix Trust Co | 11,498 | $2.23M | 0.58% | +442+4.0% | Added |
| First Pacific Financial | 11,507 | $2.23M | 0.95% | −220−1.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 11,510 | $2.23M | 0.46% | −1,377−10.7% | Reduced |
| Basepoint Wealth LLC | 11,545 | $2.24M | 1.85% | −399−3.3% | Reduced |
| Cranbrook Wealth Management, LLC | 11,569 | $2.24M | 0.63% | −94−0.8% | Reduced |
| Rosenberg Matthew Hamilton | 11,606 | $2.25M | 0.76% | −2,539−17.9% | Reduced |
| Truadvice, LLC | 12,664 | $2.25M | 0.83% | +885+7.5% | Added |
| Kaydan Wealth Management, Inc. | 11,620 | $2.25M | 0.94% | −1,825−13.6% | Reduced |
| Coyle Financial Counsel LLC | 11,635 | $2.26M | 1.02% | −5,355−31.5% | Reduced |
| CCG Wealth Management, LLC | 11,665 | $2.26M | 1.42% | −1,425−10.9% | Reduced |
| Uncommon Cents Investing LLC | 11,666 | $2.26M | 0.80% | +300+2.6% | Added |
| Financial Freedom, LLC | 11,683 | $2.27M | 1.59% | +12+0.1% | Added |
| Steward Financial Group LLC | 11,727 | $2.27M | 0.73% | +1,123+10.6% | Added |
| MKT Advisors LLC | 11,625 | $2.28M | 1.61% | −1,330−10.3% | Reduced |
| Legacy Bridge, LLC | 11,750 | $2.28M | 1.52% | −2,590−18.1% | Reduced |
| First National Bank of South Miami | 11,771 | $2.28M | 1.84% | −741−5.9% | Reduced |
| Tower Wealth Partners, Inc. | 11,779 | $2.28M | 1.83% | +323+2.8% | Added |
| Richwood Investment Advisors, LLC | 11,794 | $2.29M | 2.23% | −632−5.1% | Reduced |
| Client 1st Advisory Group, LLC | 11,808 | $2.29M | 1.21% | −106−0.9% | Reduced |
| ForthRight Wealth Management, LLC | 11,813 | $2.29M | 0.96% | −898−7.1% | Reduced |
| Lakeside Advisors, INC. | 11,830 | $2.29M | 1.69% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 11,843 | $2.30M | 0.52% | −344−2.8% | Reduced |
| Retirement Solution Inc. | 11,851 | $2.30M | 0.74% | +180+1.5% | Added |
| Courage Miller Partners, LLC | 11,872 | $2.30M | 0.96% | −558−4.5% | Reduced |
| Cornerstone Planning Group LLC | 11,879 | $2.30M | 0.91% | +11,879 | New |
| X-Square Capital, LLC | 11,890 | $2.31M | 1.55% | −40.0% | Reduced |
| Hartford Funds Management Co LLC | 11,897 | $2.31M | 0.24% | +1,443+13.8% | Added |
| Greytown Advisors Inc. | 11,910 | $2.31M | 1.26% | −877−6.9% | Reduced |
| Pring Turner Capital Group Inc | 11,939 | $2.32M | 2.12% | 00.0% | Unchanged |
| Element Wealth, LLC | 11,948 | $2.32M | 1.62% | +311+2.7% | Added |
| AlphaMark Advisors, LLC | 11,972 | $2.32M | 1.07% | −1,672−12.3% | Reduced |
| Kinsale Capital Group, Inc. | 11,982 | $2.32M | 1.41% | +4,724+65.1% | Added |
| RTD Financial Advisors, Inc. | 12,007 | $2.33M | 0.34% | +1,891+18.7% | Added |
| United Community Bank | 12,038 | $2.34M | 2.05% | −85−0.7% | Reduced |
| Newton One Investments LLC | 12,050 | $2.34M | 1.34% | +16+0.1% | Added |
| Coury Firm Asset Management LLC | 12,073 | $2.34M | 3.38% | +14+0.1% | Added |
| Camarda Financial Advisors, LLC | 12,121 | $2.35M | 1.17% | −12−0.1% | Reduced |
| Rather & Kittrell, Inc. | 12,139 | $2.35M | 0.98% | +434+3.7% | Added |
| Orin Green Financial, LLC | 12,151 | $2.36M | 1.23% | −80−0.7% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 12,164 | $2.36M | 2.04% | +66+0.5% | Added |
| Nomura Holdings Inc | 12,175 | $2.36M | 0.02% | −382,898−96.9% | Reduced |
| Apeiron RIA LLC | 12,194 | $2.37M | 0.81% | −52−0.4% | Reduced |
| Capitol Family Office, Inc. | 12,239 | $2.37M | 5.42% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 12,299 | $2.39M | 0.96% | +79+0.6% | Added |
| Systematic Financial Management LP | 12,335 | $2.39M | 0.08% | −875−6.6% | Reduced |
| Peak Financial Advisors LLC | 12,367 | $2.40M | 1.88% | −3,955−24.2% | Reduced |
| TrueWealth Advisors, LLC | 12,384 | $2.40M | 0.99% | −87−0.7% | Reduced |
| Wedgewood Investors Inc | 12,432 | $2.41M | 3.09% | −384−3.0% | Reduced |
| Cottonwood Capital Advisors, LLC | 12,439 | $2.41M | 2.21% | −112−0.9% | Reduced |
| Soundmark Wealth Management, LLC | 12,503 | $2.43M | 1.35% | +1,314+11.7% | Added |
| Vaughan & Co Securities, Inc. | 12,512 | $2.43M | 1.73% | −190−1.5% | Reduced |
| Barden Capital Management, Inc. | 12,520 | $2.43M | 2.67% | −497−3.8% | Reduced |
| Fairbanks Capital Management, Inc. | 12,526 | $2.43M | 1.89% | +7,800+165.0% | Added |
| Matthew Goff Investment Advisor, LLC | 12,533 | $2.43M | 0.57% | −733−5.5% | Reduced |
| Northern Capital Management, Inc. | 12,552 | $2.43M | 1.85% | −296−2.3% | Reduced |
| HT Partners LLC | 12,560 | $2.44M | 0.70% | −344−2.7% | Reduced |
| Annapolis Financial Services, LLC | 12,560 | $2.44M | 0.69% | +776+6.6% | Added |
| Paragon Advisors, LLC | 12,567 | $2.44M | 0.79% | −2,463−16.4% | Reduced |
| Raffa Wealth Management, LLC | 12,564 | $2.44M | 0.83% | −2,033−13.9% | Reduced |
| Guardian Financial Partners, LLC | 12,568 | $2.44M | 7.09% | −194−1.5% | Reduced |
| Channing Global Advisors, LLC | 12,568 | $2.44M | 2.47% | −157−1.2% | Reduced |
| Monte Financial Group, LLC | 12,583 | $2.44M | 1.19% | −80−0.6% | Reduced |
| New England Asset Management Inc | 12,584 | $2.44M | 0.35% | −5,300−29.6% | Reduced |
| Refined Wealth Management | 12,593 | $2.44M | 2.01% | +195+1.6% | Added |
| Waycross Investment Management Co | 12,604 | $2.44M | 2.55% | −27−0.2% | Reduced |
| Marquette Asset Management, LLC | 12,616 | $2.45M | 0.61% | 00.0% | Unchanged |
| Portfolio Strategies, Inc. | 12,622 | $2.45M | 0.44% | +43+0.3% | Added |
| VELA Investment Management, LLC | 12,622 | $2.45M | 1.13% | +1,156+10.1% | Added |
| West Financial Advisors, LLC | 12,656 | $2.45M | 0.60% | −1,017−7.4% | Reduced |