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 |
|---|---|---|---|---|---|
| Northstar Group, Inc. | 166,266 | $32.3M | 7.56% | −3,367−2.0% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 165,819 | $32.2M | 7.12% | +4,689+2.9% | Added |
| Smithbridge Asset Management Inc | 165,669 | $32.1M | 7.53% | −1,478−0.9% | Reduced |
| Continuum Advisory, LLC | 194,464 | $32.1M | 5.11% | +226+0.1% | Added |
| Sander Capital Advisors Inc | 165,465 | $32.1M | 17.52% | +24,280+17.2% | Added |
| Lyell Wealth Management, LP | 165,344 | $32.1M | 4.10% | −3,380−2.0% | Reduced |
| Westmount Partners, LLC | 165,240 | $32.1M | 13.95% | −11,064−6.3% | Reduced |
| Baader Bank INC | 167,221 | $32.0M | 2.78% | −13,484−7.5% | Reduced |
| RNC Capital Management LLC | 165,094 | $32.0M | 1.77% | −26,376−13.8% | Reduced |
| Cabot Wealth Management Inc | 164,808 | $32.0M | 4.77% | −972−0.6% | Reduced |
| Winthrop Advisory Group LLC | 164,621 | $31.9M | 5.12% | −303−0.2% | Reduced |
| Gamco Investors, Inc. Et Al | 163,644 | $31.7M | 0.33% | −2,610−1.6% | Reduced |
| EverSource Wealth Advisors, LLC | 163,365 | $31.7M | 3.49% | +26,753+19.6% | Added |
| Freemont Management S.A. | 163,300 | $31.7M | 3.98% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 163,255 | $31.7M | 4.68% | −2,406−1.5% | Reduced |
| First National Bank & Trust Co of Newtown | 162,985 | $31.6M | 6.75% | −196−0.1% | Reduced |
| Edgestream Partners, L.P. | 162,678 | $31.6M | 2.86% | +47,322+41.0% | Added |
| Change Path, LLC | 162,648 | $31.5M | 1.47% | +1,830+1.1% | Added |
| Clarkston Capital Partners, LLC | 162,483 | $31.5M | 0.57% | −102−0.1% | Reduced |
| Americana Partners, LLC | 162,474 | $31.5M | 4.05% | −5,489−3.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 162,410 | $31.5M | 5.88% | +11,830+7.9% | Added |
| Capstone Financial Advisors, Inc. | 162,315 | $31.5M | 2.37% | −4,214−2.5% | Reduced |
| Staley Capital Advisers Inc | 162,302 | $31.5M | 1.70% | +785+0.5% | Added |
| Capital Group Investment Management Pte. Ltd. | 162,205 | $31.5M | 1.57% | +4,860+3.1% | Added |
| Mechanics Bank Trust Department | 161,861 | $31.4M | 5.01% | −4,906−2.9% | Reduced |
| Knuff & Co LLC | 161,796 | $31.4M | 11.76% | −925−0.6% | Reduced |
| Northern Oak Wealth Management Inc | 161,672 | $31.4M | 3.74% | −10,426−6.1% | Reduced |
| Signet Financial Management, LLC | 161,389 | $31.3M | 4.95% | −586−0.4% | Reduced |
| D L Carlson Investment Group Inc | 161,370 | $31.3M | 5.98% | +6,283+4.1% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 161,235 | $31.3M | 10.46% | −1,168−0.7% | Reduced |
| Good Life Advisors, LLC | 161,161 | $31.3M | 3.52% | −1,927−1.2% | Reduced |
| Westwood Wealth Management | 160,585 | $31.1M | 23.23% | −1,653−1.0% | Reduced |
| Schmidt P J Investment Management Inc | 160,309 | $31.0M | 6.17% | −2,625−1.6% | Reduced |
| Hilltop Holdings Inc. | 159,730 | $31.0M | 3.83% | +110,638+225.4% | Added |
| WealthPlan Investment Management, LLC | 159,651 | $31.0M | 9.23% | −125,421−44.0% | Reduced |
| IPG Investment Advisors LLC | 159,567 | $31.0M | 6.75% | −10,246−6.0% | Reduced |
| Sand Hill Global Advisors, LLC | 159,383 | $30.9M | 1.54% | −2,299−1.4% | Reduced |
| Diamant Asset Management, Inc. | 157,915 | $30.6M | 23.41% | −243−0.2% | Reduced |
| Smith, Moore & Co. | 158,134 | $30.6M | 3.90% | +8,472+5.7% | Added |
| Qtron Investments LLC | 157,557 | $30.6M | 5.80% | +3,595+2.3% | Added |
| Jefferies Financial Group Inc. | 157,176 | $30.5M | 0.65% | −71,602−31.3% | Reduced |
| James Investment Research Inc | 156,867 | $30.4M | 3.89% | +2,915+1.9% | Added |
| Vident Investment Advisory, LLC | 156,764 | $30.4M | 1.05% | −353,637−69.3% | Reduced |
| Oak Asset Management, LLC | 156,503 | $30.4M | 12.58% | −2,148−1.4% | Reduced |
| Lazard Freres Gestion S.A.S. | 158,982 | $30.4M | 0.93% | −347−0.2% | Reduced |
| Monetary Management Group Inc | 156,423 | $30.3M | 9.30% | −29,750−16.0% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 156,370 | $30.3M | 8.77% | −60.0% | Reduced |
| South Street Advisors LLC | 156,344 | $30.3M | 6.01% | −5,704−3.5% | Reduced |
| IFP Advisors, Inc | 325,718 | $30.3M | 1.53% | −28,788−8.1% | Reduced |
| Howe & Rusling Inc | 156,290 | $30.3M | 3.39% | −8,692−5.3% | Reduced |
| Princeton Capital Management LLC | 156,186 | $30.3M | 12.58% | −1,644−1.0% | Reduced |
| Tiedemann Advisors, LLC | 156,144 | $30.3M | 1.29% | +29,257+23.1% | Added |
| Hutchinson Capital Management | 156,094 | $30.3M | 7.10% | −4,837−3.0% | Reduced |
| Strategic Wealth Designers | 155,731 | $30.2M | 4.79% | +8,824+6.0% | Added |
| SNS Financial Group, LLC | 155,593 | $30.2M | 3.93% | −4,584−2.9% | Reduced |
| Kavar Capital Partners Group, LLC | 155,319 | $30.1M | 6.42% | −5,622−3.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 155,210 | $30.1M | 1.15% | +1,656+1.1% | Added |
| Montis Financial, LLC | 154,893 | $30.0M | 19.81% | −5,417−3.4% | Reduced |
| Hollencrest Capital Management | 154,793 | $30.0M | 3.12% | +1,809+1.2% | Added |
| Ascent Wealth Partners, LLC | 153,999 | $30.0M | 5.28% | +7,553+5.2% | Added |
| Country Club Bank | 158,134 | $30.0M | 2.38% | −7,809−4.7% | Reduced |
| Silicon Valley Capital Partners | 154,448 | $30.0M | 5.59% | −3,495−2.2% | Reduced |
| Intrust Bank NA | 154,261 | $29.9M | 3.63% | −3,869−2.4% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 154,220 | $29.9M | 12.58% | −100−0.1% | Reduced |
| Buckingham Capital Management, Inc. | 154,089 | $29.9M | 4.45% | −374−0.2% | Reduced |
| Greenwood Capital Associates LLC | 153,894 | $29.9M | 4.19% | −1,493−1.0% | Reduced |
| Gifford Fong Associates | 153,670 | $29.8M | 7.00% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 153,643 | $29.8M | 5.40% | −992−0.6% | Reduced |
| Oxbow Advisors, LLC | 153,398 | $29.8M | 4.67% | +2,106+1.4% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 153,312 | $29.7M | 0.06% | −4,596−2.9% | Reduced |
| Marathon Trading Investment Management LLC | 153,145 | $29.7M | 18.48% | +103,765+210.1% | Added |
| Hills Bank & Trust Co | 153,063 | $29.7M | 3.82% | −2,886−1.9% | Reduced |
| Waycross Partners, LLC | 153,019 | $29.7M | 6.44% | +31,028+25.4% | Added |
| Sterling Investment Advisors, Ltd. | 153,075 | $29.7M | 9.82% | −9,538−5.9% | Reduced |
| Goelzer Investment Management, Inc. | 152,458 | $29.6M | 2.50% | −4,388−2.8% | Reduced |
| RFG Advisory, LLC | 152,086 | $29.5M | 1.31% | −5,496−3.5% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 152,068 | $29.5M | 7.90% | −754−0.5% | Reduced |
| Hudson Valley Investment Advisors Inc | 151,952 | $29.5M | 3.99% | −607−0.4% | Reduced |
| Wellington Shields Capital Management, LLC | 151,781 | $29.4M | 3.59% | −168,257−52.6% | Reduced |
| XML Financial, LLC | 151,754 | $29.4M | 3.41% | +460.0% | Added |
| Manitou Investment Management Ltd. | 151,584 | $29.4M | 7.00% | −2,486−1.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 151,569 | $29.4M | 9.37% | +151,569 | New |
| Terril Brothers, Inc. | 150,758 | $29.3M | 12.91% | 00.0% | Unchanged |
| Hemington Wealth Management | 150,783 | $29.2M | 11.85% | −1,556−1.0% | Reduced |
| Mairs & Power Inc | 150,723 | $29.2M | 0.32% | −3,186−2.1% | Reduced |
| CX Institutional | 150,548 | $29.2M | 1.51% | +7,106+5.0% | Added |
| Fiduciary Alliance LLC | 150,454 | $29.2M | 6.27% | +1,903+1.3% | Added |
| Somerville Kurt F | 150,327 | $29.2M | 5.55% | −24,776−14.1% | Reduced |
| BetterWealth, LLC | 150,229 | $29.1M | 11.34% | −11,637−7.2% | Reduced |
| Chemistry Wealth Management LLC | 149,994 | $29.1M | 9.46% | +4,485+3.1% | Added |
| Quadrant Private Wealth Management, LLC | 149,463 | $29.0M | 8.40% | +88+0.1% | Added |
| Addenda Capital Inc. | 149,391 | $29.0M | 1.22% | −12,352−7.6% | Reduced |
| West Coast Financial LLC | 149,381 | $29.0M | 4.10% | −2,234−1.5% | Reduced |
| Bennett Selby Investments LP | 149,159 | $28.9M | 16.67% | +269+0.2% | Added |
| Rowland & Co Investment Counsel | 149,022 | $28.9M | 6.83% | −1,660−1.1% | Reduced |
| Kidder Stephen W | 148,817 | $28.9M | 9.45% | −2,341−1.5% | Reduced |
| Glassman Wealth Services | 148,775 | $28.9M | 4.65% | +199+0.1% | Added |
| David Loasby | 150,248 | $28.8M | 3.16% | −828−0.5% | Reduced |
| Harbor Advisors LLC | 148,400 | $28.8M | 6.12% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 148,279 | $28.8M | 4.23% | +854+0.6% | Added |