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 |
|---|---|---|---|---|---|
| GYL Financial Synergies, LLC | 209,260 | $40.6M | 3.69% | +93,389+80.6% | Added |
| Boston Common Asset Management, LLC | 208,945 | $40.5M | 0.87% | −10,127−4.6% | Reduced |
| Bridgecreek Investment Management, LLC | 208,895 | $40.5M | 7.76% | −6,075−2.8% | Reduced |
| BKD Wealth Advisors, LLC | 208,175 | $40.4M | 1.18% | +29,970+16.8% | Added |
| Horizon Investments, LLC | 208,308 | $40.4M | 1.16% | +5,777+2.9% | Added |
| NBT Bank N A | 207,543 | $40.3M | 5.75% | −6,021−2.8% | Reduced |
| Blue Fin Capital, Inc. | 207,497 | $40.2M | 11.49% | +739+0.4% | Added |
| Connors Investor Services Inc | 207,017 | $40.2M | 4.54% | +10,975+5.6% | Added |
| Verdence Capital Advisors LLC | 206,988 | $40.1M | 4.66% | +374+0.2% | Added |
| CRA Financial Services, LLC | 206,794 | $40.1M | 10.84% | −1,130−0.5% | Reduced |
| Tompkins Financial Corp | 206,753 | $40.1M | 6.28% | −8,230−3.8% | Reduced |
| HughesLittle Investment Management Ltd. | 206,343 | $40.0M | 11.32% | −18,030−8.0% | Reduced |
| Moreno Evelyn V | 206,253 | $40.0M | 8.54% | −3,513−1.7% | Reduced |
| Greenwich Wealth Management LLC | 206,148 | $40.0M | 4.20% | −146,541−41.5% | Reduced |
| Ropes Wealth Advisors LLC | 205,774 | $39.9M | 6.62% | +11,692+6.0% | Added |
| Penn Davis McFarland Inc | 205,565 | $39.9M | 7.10% | −10,617−4.9% | Reduced |
| V Wealth Advisors LLC | 205,124 | $39.8M | 6.78% | −889−0.4% | Reduced |
| Ostrum Asset Management | 204,949 | $39.8M | 3.33% | −4,170−2.0% | Reduced |
| Avidian Wealth Solutions, LLC | 204,507 | $39.7M | 2.61% | −77,636−27.5% | Reduced |
| Nemes Rush Group LLC | 204,282 | $39.6M | 6.99% | +204,282 | New |
| Arthur M. Cohen & Associates, LLC | 203,507 | $39.5M | 9.80% | −6,102−2.9% | Reduced |
| Lannebo Fonder AB | 205,000 | $39.5M | 5.54% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 203,364 | $39.4M | 5.40% | −346−0.2% | Reduced |
| Naples Global Advisors, LLC | 202,877 | $39.4M | 4.62% | +29,300+16.9% | Added |
| Winslow Asset Management Inc | 202,656 | $39.3M | 8.47% | −6,733−3.2% | Reduced |
| GM Advisory Group, Inc. | 202,362 | $39.3M | 3.25% | +4,825+2.4% | Added |
| GFG Capital, LLC | 102,044 | $39.2M | 7.31% | −1,707−1.6% | Reduced |
| First American Trust, FSB | 202,204 | $39.2M | 5.40% | +335+0.2% | Added |
| Rice Partnership, LLC | 202,092 | $39.2M | 10.74% | −1,227−0.6% | Reduced |
| Equitable Trust Co | 202,011 | $39.2M | 3.00% | +3,938+2.0% | Added |
| Harvest Portfolios Group Inc. | 201,995 | $39.2M | 1.80% | −15,105−7.0% | Reduced |
| Edge Wealth Management LLC | 201,684 | $39.1M | 8.54% | +2,466+1.2% | Added |
| Apexium Financial, LP | 201,666 | $39.1M | 3.46% | −3,368−1.6% | Reduced |
| Churchill Management Corp | 201,600 | $39.1M | 0.66% | −11,145−5.2% | Reduced |
| Elite Wealth Management, Inc. | 200,918 | $39.0M | 12.99% | +8,268+4.3% | Added |
| Dundas Partners LLP | 200,895 | $39.0M | 3.67% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 200,545 | $38.9M | 7.04% | −2,811−1.4% | Reduced |
| Cassaday & Co Wealth Management LLC | 200,635 | $38.9M | 1.54% | −5,480−2.7% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 200,404 | $38.9M | 7.92% | −4,024−2.0% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 200,181 | $38.8M | 1.87% | −8,335−4.0% | Reduced |
| United Bank | 199,965 | $38.8M | 4.77% | −9,635−4.6% | Reduced |
| Nations Financial Group Inc, | 199,813 | $38.8M | 3.81% | −2,253−1.1% | Reduced |
| Stewart & Patten Co LLC | 199,493 | $38.7M | 6.32% | −12,260−5.8% | Reduced |
| Griffin Asset Management, Inc. | 199,485 | $38.7M | 5.24% | −2,861−1.4% | Reduced |
| Progressive Investment Management Corp | 199,142 | $38.6M | 12.05% | −11,356−5.4% | Reduced |
| JLB & Associates Inc | 199,062 | $38.6M | 5.50% | −3,987−2.0% | Reduced |
| Parcion Private Wealth LLC | 199,041 | $38.6M | 3.90% | +5,551+2.9% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 198,898 | $38.6M | 3.09% | −47,997−19.4% | Reduced |
| Laidlaw Wealth Management LLC | 198,644 | $38.5M | 7.54% | −6,661−3.2% | Reduced |
| Mather Group, LLC. | 197,812 | $38.4M | 0.61% | +29,689+17.7% | Added |
| Vantage Investment Partners, LLC | 197,743 | $38.4M | 4.97% | −20,326−9.3% | Reduced |
| Novare Capital Management LLC | 197,333 | $38.3M | 4.11% | −7,733−3.8% | Reduced |
| Keystone Financial Group | 197,296 | $38.3M | 6.51% | +197,296 | New |
| Schwerin Boyle Capital Management Inc | 197,255 | $38.3M | 3.61% | −8,935−4.3% | Reduced |
| Barr E S & Co | 196,877 | $38.2M | 2.88% | −745−0.4% | Reduced |
| MayTech Global Investments, LLC | 196,808 | $38.2M | 7.56% | +24,097+14.0% | Added |
| BancorpSouth Bank | 196,186 | $38.1M | 3.32% | +2,134+1.1% | Added |
| ARS Wealth Advisors Group, LLC | 196,159 | $38.0M | 6.04% | +196,159 | New |
| CapWealth Advisors, LLC | 196,149 | $38.0M | 4.64% | −7,479−3.7% | Reduced |
| Northstar Asset Management LLC | 195,307 | $37.9M | 10.42% | −3,005−1.5% | Reduced |
| Invictus Private Wealth, LLC | 195,099 | $37.8M | 4.08% | +518+0.3% | Added |
| Krilogy Financial LLC | 194,978 | $37.8M | 3.40% | −11,736−5.7% | Reduced |
| Clarius Group, LLC | 194,952 | $37.8M | 2.92% | −3,647−1.8% | Reduced |
| Alps Advisors Inc | 194,767 | $37.8M | 0.33% | −10,664−5.2% | Reduced |
| Capital International Sarl | 194,595 | $37.7M | 1.69% | +27,869+16.7% | Added |
| Washington Trust Bank | 194,474 | $37.7M | 3.85% | −11,807−5.7% | Reduced |
| Camden Capital, LLC | 193,840 | $37.6M | 4.28% | +15,041+8.4% | Added |
| Jackson Wealth Management, LLC | 193,757 | $37.6M | 5.52% | +193,757 | New |
| Csenge Advisory Group | 193,729 | $37.6M | 2.52% | +20,025+11.5% | Added |
| Sandbox Financial Partners, LLC | 193,649 | $37.6M | 19.61% | −5,184−2.6% | Reduced |
| Belmont Capital, LLC | 193,270 | $37.5M | 21.06% | +36,451+23.2% | Added |
| ExodusPoint Capital Management, LP | 193,226 | $37.5M | 0.44% | +169,304+707.7% | Added |
| Peachtree Investment Partners, LLC | 192,873 | $37.4M | 17.08% | +31,280+19.4% | Added |
| Shufro Rose & Co LLC | 192,819 | $37.4M | 3.42% | +638+0.3% | Added |
| Saybrook Capital | 192,458 | $37.3M | 11.09% | −475−0.2% | Reduced |
| Alpine Woods Capital Investors, LLC | 191,728 | $37.2M | 5.81% | +273+0.1% | Added |
| SlateStone Wealth, LLC | 191,355 | $37.1M | 6.95% | +378+0.2% | Added |
| Trust Co of Toledo NA | 191,172 | $37.1M | 6.26% | −5,865−3.0% | Reduced |
| Octavia Wealth Advisors, LLC | 190,783 | $37.0M | 7.51% | +3,440+1.8% | Added |
| SP Asset Management LLC | 189,879 | $36.8M | 4.11% | −124−0.1% | Reduced |
| German American Bancorp, Inc. | 189,001 | $36.7M | 5.16% | −14,582−7.2% | Reduced |
| M&R Capital Management Inc | 188,841 | $36.6M | 9.55% | −1,897−1.0% | Reduced |
| Annex Advisory Services, LLC | 188,596 | $36.6M | 2.03% | −11,989−6.0% | Reduced |
| Woodstock Corp | 188,438 | $36.6M | 4.31% | −665−0.4% | Reduced |
| Secure Asset Management, LLC | 187,793 | $36.4M | 11.07% | −1,335−0.7% | Reduced |
| Desjardins Global Asset Management Inc. | 187,818 | $36.4M | 4.20% | +26,190+16.2% | Added |
| Wintrust Investments LLC | 187,477 | $36.4M | 3.65% | −4,342−2.3% | Reduced |
| Smithfield Trust Co | 187,188 | $36.3M | 2.19% | +982+0.5% | Added |
| DDD Partners, LLC | 187,020 | $36.3M | 5.02% | −5,059−2.6% | Reduced |
| Kovack Advisors, Inc. | 186,940 | $36.3M | 4.65% | +6,648+3.7% | Added |
| Miller Wealth Advisors, LLC | 186,878 | $36.2M | 24.45% | +180,663+2,906.9% | Added |
| SignalPoint Asset Management, LLC | 186,752 | $36.2M | 11.09% | −1,479−0.8% | Reduced |
| Private Asset Management Inc | 186,425 | $36.2M | 6.95% | −43,502−18.9% | Reduced |
| 1st Source Bank | 186,110 | $36.1M | 2.33% | −5,551−2.9% | Reduced |
| First Financial Bank - Trust Division | 186,018 | $36.1M | 3.77% | +359+0.2% | Added |
| Quest Investment Management LLC | 185,488 | $36.0M | 4.91% | −64,701−25.9% | Reduced |
| Callahan Advisors, LLC | 185,414 | $36.0M | 4.37% | −12,918−6.5% | Reduced |
| Buckingham Strategic Partners | 185,317 | $35.9M | 2.00% | −69,843−27.4% | Reduced |
| Draper Asset Management, LLC | 185,114 | $35.9M | 35.93% | −5,104−2.7% | Reduced |
| Ameritas Advisory Services, LLC | 188,248 | $35.9M | 4.61% | −267,530−58.7% | Reduced |