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 |
|---|---|---|---|---|---|
| Whalerock Point Partners, LLC | 147,851 | $28.7M | 9.73% | +353+0.2% | Added |
| Martin Capital Advisors, LLP | 147,658 | $28.6M | 26.23% | −800−0.5% | Reduced |
| Wealthcare Advisory Partners LLC | 147,599 | $28.6M | 1.28% | −22,767−13.4% | Reduced |
| Hayek Kallen Investment Management | 147,585 | $28.6M | 12.18% | +591+0.4% | Added |
| NTV Asset Management LLC | 147,306 | $28.6M | 4.98% | +4,166+2.9% | Added |
| American Money Management, LLC | 147,008 | $28.5M | 7.11% | −1,259−0.8% | Reduced |
| Mark Asset Management LP | 146,743 | $28.5M | 4.97% | −2,970−2.0% | Reduced |
| IFG Advisory, LLC | 146,723 | $28.5M | 2.52% | +18,213+14.2% | Added |
| Segment Wealth Management, LLC | 146,588 | $28.4M | 2.92% | −1,224−0.8% | Reduced |
| Wedmont Private Capital | 149,078 | $28.4M | 3.06% | +28,329+23.5% | Added |
| CoreCap Advisors, LLC | 146,363 | $28.4M | 2.02% | +146,363 | New |
| LSV Asset Management | 146,300 | $28.4M | 0.06% | −42,500−22.5% | Reduced |
| Winning Points Advisors, LLC | 147,299 | $28.4M | 43.70% | −27,175−15.6% | Reduced |
| SevenBridge Financial Group, LLC | 146,173 | $28.4M | 7.32% | −967−0.7% | Reduced |
| Strategic Blueprint, LLC | 146,004 | $28.3M | 2.70% | −6,892−4.5% | Reduced |
| United Asset Strategies, Inc. | 145,801 | $28.3M | 3.53% | +74+0.1% | Added |
| Summit Financial, LLC | 145,704 | $28.3M | 2.06% | +10,510+7.8% | Added |
| Texas Capital Bank Wealth Management Services Inc | 145,548 | $28.2M | 3.03% | −1,452−1.0% | Reduced |
| Canandaigua National Bank & Trust Co | 145,546 | $28.2M | 4.57% | −3,661−2.5% | Reduced |
| Empowered Funds, LLC | 145,240 | $28.2M | 0.99% | +30,993+27.1% | Added |
| EA Series Trust | 145,240 | $28.2M | 0.99% | +145,240 | New |
| First Hawaiian Bank | 144,587 | $28.0M | 0.92% | −6,550−4.3% | Reduced |
| Front Row Advisors LLC | 144,488 | $28.0M | 12.47% | −79−0.1% | Reduced |
| Covington Investment Advisors Inc. | 143,998 | $27.9M | 5.58% | −1,474−1.0% | Reduced |
| Lodestar Private Asset Management LLC | 143,986 | $27.9M | 4.69% | +760+0.5% | Added |
| Resolute Wealth Strategies, LLC | 143,574 | $27.8M | 21.59% | −988−0.7% | Reduced |
| Main Street Financial Solutions, LLC | 143,549 | $27.8M | 3.75% | +6,324+4.6% | Added |
| Rehmann Capital Advisory Group | 143,407 | $27.8M | 2.49% | −2,353−1.6% | Reduced |
| Cadinha & Co LLC | 143,154 | $27.8M | 5.05% | +38,125+36.3% | Added |
| Ithaka Group LLC | 143,130 | $27.8M | 5.80% | −22,017−13.3% | Reduced |
| Matrix Asset Advisors Inc | 143,088 | $27.8M | 3.82% | −2,435−1.7% | Reduced |
| New Hampshire Trust | 143,037 | $27.7M | 7.21% | +491+0.3% | Added |
| Abner Herrman & Brock LLC | 142,789 | $27.7M | 4.06% | +900+0.6% | Added |
| Pictet North America Advisors SA | 142,740 | $27.7M | 3.84% | +1,079+0.8% | Added |
| Selway Asset Management | 142,694 | $27.7M | 12.15% | +1,076+0.8% | Added |
| JCIC Asset Management Inc. | 142,656 | $27.7M | 12.56% | −9,585−6.3% | Reduced |
| Centaurus Financial, Inc. | 142,648 | $27.7M | 2.42% | −88,328−38.2% | Reduced |
| SageView Advisory Group, LLC | 142,390 | $27.6M | 1.54% | +14,920+11.7% | Added |
| Nicollet Investment Management, Inc. | 142,317 | $27.6M | 12.29% | −5,360−3.6% | Reduced |
| MidWestOne Financial Group, Inc. | 142,206 | $27.6M | 5.98% | +14,255+11.1% | Added |
| Laurel Wealth Advisors LLC | 142,172 | $27.6M | 5.57% | −2,144−1.5% | Reduced |
| Strategic Global Advisors, LLC | 142,160 | $27.6M | 4.24% | +25,396+21.7% | Added |
| Oxford Financial Group Ltd | 142,145 | $27.6M | 2.62% | +12,943+10.0% | Added |
| Ardent Capital Management, Inc. | 142,080 | $27.6M | 16.93% | −692−0.5% | Reduced |
| Ironvine Capital Partners, LLC | 141,828 | $27.5M | 3.34% | −959−0.7% | Reduced |
| Chicago Trust Co NA | 141,821 | $27.5M | 6.60% | −1,532−1.1% | Reduced |
| Foster Group, Inc. | 141,277 | $27.4M | 1.64% | +1,684+1.2% | Added |
| BerganKDV Wealth Management, LLC | 140,974 | $27.3M | 2.74% | −4,093−2.8% | Reduced |
| City Holding Co | 140,832 | $27.3M | 4.70% | −5,377−3.7% | Reduced |
| Verity & Verity, LLC | 140,657 | $27.3M | 3.35% | +3,776+2.8% | Added |
| Ballast Advisors LLC | 140,643 | $27.3M | 10.27% | −1,985−1.4% | Reduced |
| Bridgewater Advisors Inc. | 140,086 | $27.2M | 5.45% | +1,373+1.0% | Added |
| West Branch Capital LLC | 139,624 | $27.1M | 13.51% | −179−0.1% | Reduced |
| BDO Wealth Advisors, LLC | 139,458 | $27.1M | 3.10% | +3,010+2.2% | Added |
| True North Advisors, LLC | 139,022 | $27.0M | 7.65% | +5,093+3.8% | Added |
| CFO4Life Group, LLC | 138,807 | $26.9M | 5.78% | +824+0.6% | Added |
| Copeland Capital Management, LLC | 138,616 | $26.9M | 0.55% | +50,170+56.7% | Added |
| Confluence Wealth Services, Inc. | 138,584 | $26.9M | 5.72% | +215+0.2% | Added |
| Summit X, LLC | 138,354 | $26.8M | 6.52% | −1,215−0.9% | Reduced |
| McKinley Carter Wealth Services, Inc. | 138,369 | $26.8M | 2.01% | −549−0.4% | Reduced |
| Pioneer Trust Bank N A | 138,338 | $26.8M | 7.74% | −4,750−3.3% | Reduced |
| CCM Investment Advisers LLC | 138,013 | $26.8M | 3.59% | −11,266−7.5% | Reduced |
| Cooper Financial Group | 137,822 | $26.7M | 6.63% | −3,823−2.7% | Reduced |
| Cypress Wealth Services, LLC | 137,696 | $26.7M | 7.02% | +6,974+5.3% | Added |
| Fairview Capital Investment Management, LLC | 137,571 | $26.7M | 1.69% | +1,695+1.2% | Added |
| CIC Wealth, LLC | 137,353 | $26.6M | 9.21% | −4,561−3.2% | Reduced |
| Beck Mack & Oliver LLC | 137,218 | $26.6M | 0.70% | −1,085−0.8% | Reduced |
| Hoertkorn Richard Charles | 137,156 | $26.6M | 12.81% | −488−0.4% | Reduced |
| Sowa Financial Group, Inc. | 136,768 | $26.5M | 18.19% | −4,039−2.9% | Reduced |
| L & S Advisors Inc | 136,123 | $26.4M | 3.52% | +7,374+5.7% | Added |
| Semus Wealth Partners LLC | 136,122 | $26.4M | 24.25% | +191+0.1% | Added |
| Johnson Financial Group, Inc. | 136,073 | $26.4M | 1.83% | −27,392−16.8% | Reduced |
| Arrow Financial Corp | 135,944 | $26.4M | 3.18% | +7,322+5.7% | Added |
| GPS Wealth Strategies Group, LLC | 135,941 | $26.4M | 4.91% | −441−0.3% | Reduced |
| Augustine Asset Management Inc | 135,846 | $26.4M | 12.17% | +706+0.5% | Added |
| M Holdings Securities, Inc. | 135,746 | $26.3M | 5.43% | −60,394−30.8% | Reduced |
| Overbrook Management Corp | 135,415 | $26.3M | 6.24% | +21,223+18.6% | Added |
| Regal Investment Advisors LLC | 135,380 | $26.3M | 2.20% | −1,666−1.2% | Reduced |
| Benin Management CORP | 135,190 | $26.2M | 9.39% | −357−0.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 135,186 | $26.2M | 3.72% | +3,717+2.8% | Added |
| Madison Wealth Management | 135,011 | $26.2M | 5.30% | −2,318−1.7% | Reduced |
| Winch Advisory Services, LLC | 134,763 | $26.1M | 9.39% | −3,051−2.2% | Reduced |
| Solidarilty Wealth, LLC | 134,669 | $26.1M | 10.75% | +4,111+3.1% | Added |
| BBR Partners, LLC | 134,395 | $26.1M | 2.88% | −2,630−1.9% | Reduced |
| Capital Asset Advisory Services LLC | 136,505 | $26.0M | 1.82% | +513+0.4% | Added |
| Sigma Investment Counselors Inc | 133,657 | $25.9M | 1.90% | +1,604+1.2% | Added |
| Colonial Trust Co | 133,525 | $25.9M | 6.20% | −4,604−3.3% | Reduced |
| Oribel Capital Management, LP | 133,500 | $25.9M | 2.42% | +133,500 | New |
| FDx Advisors, Inc. | 133,435 | $25.9M | 1.42% | +23,650+21.5% | Added |
| Trexquant Investment LP | 133,261 | $25.8M | 0.68% | +92,825+229.6% | Added |
| Zevin Asset Management LLC | 133,179 | $25.8M | 5.18% | −2,279−1.7% | Reduced |
| JFS Wealth Advisors, LLC | 133,178 | $25.8M | 2.32% | −1,936−1.4% | Reduced |
| Grand Jean Capital Management Inc | 133,069 | $25.8M | 8.75% | −497−0.4% | Reduced |
| Ironwood Investment Counsel, LLC | 132,713 | $25.7M | 5.79% | −2,853−2.1% | Reduced |
| Monograph Wealth Advisors, LLC | 132,548 | $25.7M | 5.52% | −39,969−23.2% | Reduced |
| NWF Advisory Services Inc. | 132,264 | $25.7M | 5.94% | 00.0% | Unchanged |
| Arlington Financial Advisors, LLC | 131,859 | $25.6M | 9.33% | +1,833+1.4% | Added |
| Pure Financial Advisors, Inc. | 131,731 | $25.6M | 1.08% | +4,020+3.1% | Added |
| Founders Financial Alliance, LLC | 131,474 | $25.5M | 10.04% | +27,028+25.9% | Added |
| Southland Equity Partners LLC | 131,239 | $25.5M | 8.59% | −671−0.5% | Reduced |