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 8 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
- 4,595
- +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
- 2,536 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 | 6,135 | $2.40T |
| Q4 2025 | 6,131 | $2.61T |
| Q3 2025 | 5,617 | $2.35T |
| Q2 2025 | 5,600 | $1.93T |
| Q1 2025 | 5,608 | $2.08T |
| Q4 2024 | 5,672 | $2.36T |
| Q3 2024 | 5,106 | $2.17T |
| Q2 2024 | 5,133 | $1.98T |
| Q1 2024 | 5,024 | $1.61T |
| Q4 2023 | 4,977 | $1.81T |
| Q3 2023 | 4,619 | $1.60T |
| Q2 2023 | 4,595 | $1.82T |
| Q1 2023 | 4,525 | $1.55T |
| Q4 2022 | 4,556 | $1.21T |
| Q3 2022 | 4,347 | $1.29T |
| Q2 2022 | 4,340 | $1.28T |
| Q1 2022 | 4,391 | $1.66T |
| Q4 2021 | 4,403 | $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 |
|---|---|---|---|---|---|
| WP Advisors, LLC | 184,784 | $35.8M | 14.34% | −2,121−1.1% | Reduced |
| L.M. Kohn & Company | 184,651 | $35.8M | 13.52% | +2,965+1.6% | Added |
| Arete Wealth Advisors, LLC | 184,215 | $35.7M | 3.20% | −26,895−12.7% | Reduced |
| Greatmark Investment Partners, Inc. | 183,822 | $35.7M | 6.00% | −8,542−4.4% | Reduced |
| Wittenberg Investment Management, Inc. | 183,515 | $35.6M | 12.88% | −8,910−4.6% | Reduced |
| Legacy Private Trust Co. | 183,509 | $35.6M | 2.94% | −6,245−3.3% | Reduced |
| Checchi Capital Advisers, LLC | 182,720 | $35.4M | 3.17% | +13,861+8.2% | Added |
| Balentine LLC | 182,677 | $35.4M | 1.18% | +65,136+55.4% | Added |
| NFJ Investment Group, LLC | 182,638 | $35.4M | 0.94% | −113,291−38.3% | Reduced |
| Cigna Investments Inc | 182,593 | $35.4M | 6.61% | −1,500−0.8% | Reduced |
| Pallas Capital Advisors LLC | 182,336 | $35.4M | 1.60% | −15,757−8.0% | Reduced |
| Polaris Wealth Advisory Group, LLC | 182,127 | $35.3M | 2.68% | −130,796−41.8% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 181,770 | $35.3M | 10.33% | −32,300−15.1% | Reduced |
| Belvedere Trading LLC | 181,564 | $35.2M | 11.32% | +176,272+3,330.9% | Added |
| Private Trust Co NA | 181,338 | $35.2M | 4.44% | −785−0.4% | Reduced |
| Linscomb & Williams, Inc. | 180,365 | $35.0M | 1.89% | −763−0.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 192,174 | $35.0M | 5.75% | +73,941+62.5% | Added |
| Procyon Private Wealth Partners, LLC | 180,182 | $34.9M | 4.39% | +17,635+10.8% | Added |
| Buckley Wealth Management, LLC | 180,013 | $34.9M | 11.88% | −5,551−3.0% | Reduced |
| GFS Advisors, LLC | 179,953 | $34.9M | 7.76% | +250+0.1% | Added |
| Bank of Hawaii | 179,950 | $34.9M | 1.92% | −10.0% | Reduced |
| Westchester Capital Management, Inc. | 179,675 | $34.9M | 9.70% | −8,900−4.7% | Reduced |
| Financial Architects, Inc | 179,244 | $34.8M | 5.25% | +9,981+5.9% | Added |
| Lazari Capital Management, Inc. | 178,977 | $34.7M | 19.52% | +178,977 | New |
| FourThought Financial Partners, LLC | 178,182 | $34.6M | 4.54% | −15,375−7.9% | Reduced |
| De Burlo Group Inc | 178,148 | $34.6M | 5.75% | −1,999−1.1% | Reduced |
| Sage Capital Advisors,llc | 177,877 | $34.5M | 12.11% | −1,767−1.0% | Reduced |
| Zhang Financial LLC | 178,729 | $34.5M | 3.54% | −1,102−0.6% | Reduced |
| Campbell Capital Management Inc | 177,671 | $34.5M | 19.34% | −5,400−2.9% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 177,666 | $34.5M | 3.75% | +4,890+2.8% | Added |
| Capital Investment Advisory Services, LLC | 177,524 | $34.4M | 3.41% | −2,991−1.7% | Reduced |
| River Wealth Advisors LLC | 177,332 | $34.4M | 5.84% | −4,546−2.5% | Reduced |
| Sargent Investment Group, LLC | 177,196 | $34.4M | 8.35% | −8,919−4.8% | Reduced |
| Woodmont Investment Counsel LLC | 177,132 | $34.4M | 3.56% | −1,839−1.0% | Reduced |
| Coastal Investment Advisors, Inc. | 176,646 | $34.3M | 7.54% | +2,045+1.2% | Added |
| Graypoint LLC | 176,614 | $34.3M | 3.40% | −1,869−1.0% | Reduced |
| Kiley Juergens Wealth Management, LLC | 176,142 | $34.2M | 11.78% | −1,664−0.9% | Reduced |
| Arvest Trust Co N A | 173,783 | $34.1M | 2.03% | −46,102−21.0% | Reduced |
| KCS Wealth Advisory | 175,951 | $34.1M | 11.82% | −1,168−0.7% | Reduced |
| Kelly Lawrence W & Associates Inc | 184,416 | $34.1M | 8.82% | −9,548−4.9% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 175,878 | $34.1M | 4.61% | +175,878 | New |
| TrinityPoint Wealth, LLC | 175,705 | $34.1M | 6.65% | −205−0.1% | Reduced |
| Te Ahumairangi Investment Management Ltd | 175,695 | $34.1M | 4.64% | −20,331−10.4% | Reduced |
| Venturi Wealth Management, LLC | 175,630 | $34.1M | 2.74% | −1,831−1.0% | Reduced |
| Avantax Planning Partners, Inc. | 175,536 | $34.0M | 1.35% | +18,845+12.0% | Added |
| Harvest Fund Management Co., Ltd | 175,534 | $34.0M | 6.84% | +14,723+9.2% | Added |
| Penobscot Investment Management Company, Inc. | 175,096 | $34.0M | 5.58% | +1,213+0.7% | Added |
| Trust Co of Virginia | 174,905 | $33.9M | 3.61% | −5,212−2.9% | Reduced |
| Lakeview Capital Partners, LLC | 174,139 | $33.8M | 6.27% | +72,889+72.0% | Added |
| Hunter Associates Investment Management LLC | 173,983 | $33.8M | 6.60% | −2,798−1.6% | Reduced |
| Azzad Asset Management Inc | 173,903 | $33.7M | 4.53% | −230−0.1% | Reduced |
| united american securities inc. (d/b/a uas asset management) | 173,800 | $33.7M | 9.65% | +39,308+29.2% | Added |
| One Wealth Advisors, LLC | 173,605 | $33.7M | 7.09% | −5,767−3.2% | Reduced |
| Fairfield, Bush & Co. | 173,573 | $33.7M | 9.27% | +39,795+29.7% | Added |
| Rothschild Capital Partners, LLC | 173,718 | $33.7M | 12.41% | 00.0% | Unchanged |
| Alerus Financial NA | 173,525 | $33.7M | 2.85% | −1,654−0.9% | Reduced |
| Mill Creek Capital Advisors, LLC | 173,406 | $33.6M | 1.09% | +4,732+2.8% | Added |
| Cape Cod Five Cents Savings Bank | 173,367 | $33.6M | 3.54% | +525+0.3% | Added |
| Journey Advisory Group, LLC | 173,185 | $33.6M | 5.02% | −6,692−3.7% | Reduced |
| Trust Asset Management LLC | 173,054 | $33.6M | 3.48% | 00.0% | Unchanged |
| Core Alternative Capital | 172,959 | $33.5M | 4.92% | −18,251−9.5% | Reduced |
| Grove Bank & Trust | 172,880 | $33.5M | 6.77% | −2,403−1.4% | Reduced |
| Coastline Trust Co | 172,829 | $33.5M | 4.69% | +52,224+43.3% | Added |
| Conway Capital Management, Inc. | 172,793 | $33.5M | 23.60% | +785+0.5% | Added |
| Anderson Hoagland & Co | 172,808 | $33.5M | 4.31% | −760.0% | Reduced |
| Valley National Advisers Inc | 172,709 | $33.5M | 5.63% | −199−0.1% | Reduced |
| Capital Analysts, LLC | 173,322 | $33.5M | 1.86% | −3,088−1.8% | Reduced |
| Godsey & Gibb Associates | 172,119 | $33.4M | 3.79% | −7,414−4.1% | Reduced |
| Koshinski Asset Management, Inc. | 172,117 | $33.4M | 3.58% | −55,421−24.4% | Reduced |
| Sittner & Nelson, LLC | 172,109 | $33.4M | 18.34% | −205−0.1% | Reduced |
| Close Asset Management Ltd | 172,201 | $33.4M | 1.57% | −4,024−2.3% | Reduced |
| Centre Asset Management, LLC | 171,826 | $33.3M | 7.37% | +25,430+17.4% | Added |
| Perennial Investment Advisors, LLC | 171,748 | $33.3M | 5.94% | +573+0.3% | Added |
| Waters Parkerson & Co., LLC | 171,574 | $33.3M | 1.88% | −3,818−2.2% | Reduced |
| Edge Capital Group, LLC | 171,371 | $33.2M | 1.91% | +5,594+3.4% | Added |
| Rheos Capital Works Inc. | 171,200 | $33.2M | 1.79% | +171,200 | New |
| Wealthsource Partners, LLC | 171,179 | $33.2M | 2.19% | −5,924−3.3% | Reduced |
| Bridgeway Capital Management, LLC | 170,896 | $33.1M | 0.79% | +74,767+77.8% | Added |
| Levin Capital Strategies, L.P. | 170,854 | $33.1M | 3.84% | −4,065−2.3% | Reduced |
| Berger Financial Group, Inc | 170,700 | $33.1M | 3.76% | −4,556−2.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 170,640 | $33.1M | 2.15% | −797−0.5% | Reduced |
| Condor Capital Management | 170,282 | $33.0M | 3.96% | −2,443−1.4% | Reduced |
| Marietta Investment Partners LLC | 170,275 | $33.0M | 8.56% | −4,873−2.8% | Reduced |
| Ycg, LLC | 170,205 | $33.0M | 2.94% | −244−0.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 169,819 | $32.9M | 2.72% | +10,000+6.3% | Added |
| GHP Investment Advisors, Inc. | 184,947 | $32.9M | 1.92% | −1,672−0.9% | Reduced |
| Mitchell Capital Management Co | 169,220 | $32.8M | 7.50% | −3,215−1.9% | Reduced |
| American National Bank | 169,171 | $32.8M | 5.52% | +3,191+1.9% | Added |
| Valmark Advisers, Inc. | 169,048 | $32.8M | 0.67% | +3,429+2.1% | Added |
| Nadler Financial Group, Inc. | 168,939 | $32.8M | 4.79% | −422−0.2% | Reduced |
| Himension Fund | 168,682 | $32.7M | 2.98% | +168,682 | New |
| Soltis Investment Advisors LLC | 168,540 | $32.7M | 3.80% | +20,173+13.6% | Added |
| Hilton Capital Management, LLC | 168,528 | $32.7M | 3.93% | −2,369−1.4% | Reduced |
| Applied Finance Capital Management, LLC | 168,525 | $32.7M | 3.70% | −17,435−9.4% | Reduced |
| Cozad Asset Management Inc | 167,921 | $32.6M | 4.06% | −4,317−2.5% | Reduced |
| Ascent Group, LLC | 180,997 | $32.5M | 3.59% | +18,239+11.2% | Added |
| Bourne Lent Asset Management Inc | 167,137 | $32.4M | 11.30% | −3,260−1.9% | Reduced |
| Zullo Investment Group, Inc. | 166,686 | $32.3M | 18.46% | −3,621−2.1% | Reduced |
| TruWealth Advisors, LLC | 166,671 | $32.3M | 2.78% | −18,134−9.8% | Reduced |
| Vontobel Asset Management Inc | 166,404 | $32.3M | 0.21% | +18,309+12.4% | Added |