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 |
|---|---|---|---|---|---|
| Perennial Advisors, LLC | 131,211 | $25.5M | 6.49% | +9,467+7.8% | Added |
| San Luis Wealth Advisors LLC | 131,117 | $25.4M | 8.97% | +20,077+18.1% | Added |
| First Western Trust Bank | 130,798 | $25.4M | 1.24% | −5,356−3.9% | Reduced |
| Chickasaw Capital Management LLC | 130,629 | $25.3M | 1.40% | −940−0.7% | Reduced |
| Regatta Capital Group, LLC | 130,561 | $25.3M | 8.04% | −4,042−3.0% | Reduced |
| Ignite Planners, LLC | 132,750 | $25.3M | 9.73% | +198+0.1% | Added |
| Intrua Financial, LLC | 129,960 | $25.2M | 4.51% | +4,861+3.9% | Added |
| Elk River Wealth Management, LLC | 129,899 | $25.2M | 5.39% | −1,831−1.4% | Reduced |
| Centiva Capital, LP | 129,872 | $25.2M | 1.28% | +93,918+261.2% | Added |
| Alley Investment Management Company, LLC | 129,829 | $25.2M | 4.06% | −717−0.5% | Reduced |
| Guinness Asset Management LTD | 129,690 | $25.2M | 0.58% | +8,590+7.1% | Added |
| Cumberland Partners Ltd | 129,492 | $25.1M | 2.30% | +1,618+1.3% | Added |
| Pettyjohn, Wood & White, Inc | 129,309 | $25.1M | 5.87% | +608+0.5% | Added |
| Mark Stevens | 129,120 | $25.0M | 3.22% | −6,118−4.5% | Reduced |
| Symmetry Partners, LLC | 129,010 | $25.0M | 1.33% | −4,745−3.5% | Reduced |
| Citizens National Bank Trust Department | 128,723 | $25.0M | 6.60% | −1,684−1.3% | Reduced |
| Peak Asset Management, LLC | 128,583 | $24.9M | 5.77% | −5,058−3.8% | Reduced |
| Cornerstone Advisory, LLC | 128,565 | $24.9M | 4.38% | −9,943−7.2% | Reduced |
| Parthenon LLC | 128,541 | $24.9M | 3.60% | +500.0% | Added |
| Lowell Blake & Associates Inc. | 128,337 | $24.9M | 7.22% | −11,766−8.4% | Reduced |
| RPG Investment Advisory, LLC | 127,888 | $24.8M | 4.29% | −3,840−2.9% | Reduced |
| Sanders Morris Harris LLC | 128,384 | $24.8M | 5.49% | +66,884+108.8% | Added |
| Money Concepts Capital Corp | 127,810 | $24.8M | 2.52% | −16,259−11.3% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 127,600 | $24.8M | 8.87% | −6,000−4.5% | Reduced |
| Proequities, Inc. | 135,923 | $24.7M | 1.88% | −7,510−5.2% | Reduced |
| Institute for Wealth Management, LLC. | 127,511 | $24.7M | 4.38% | −915−0.7% | Reduced |
| Gilder Gagnon Howe & Co LLC | 127,410 | $24.7M | 0.34% | −3,876−3.0% | Reduced |
| Conning Inc. | 127,366 | $24.7M | 0.83% | −19,815−13.5% | Reduced |
| Galvin, Gaustad & Stein, LLC | 127,350 | $24.7M | 2.39% | −1,845−1.4% | Reduced |
| Gryphon Financial Partners LLC | 127,252 | $24.7M | 5.48% | +1,017+0.8% | Added |
| Tradition Wealth Management, LLC | 127,254 | $24.7M | 2.88% | +2,873+2.3% | Added |
| Pitcairn Co | 127,183 | $24.7M | 2.08% | −5,713−4.3% | Reduced |
| Inlet Private Wealth, LLC | 126,978 | $24.6M | 6.21% | −4,660−3.5% | Reduced |
| Atwood & Palmer Inc | 126,972 | $24.6M | 2.20% | −13,691−9.7% | Reduced |
| Occidental Asset Management, LLC | 126,837 | $24.6M | 5.57% | −3,985−3.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 126,710 | $24.6M | 2.58% | −6,068−4.6% | Reduced |
| Private Advisory Group LLC | 126,691 | $24.6M | 4.87% | −9,394−6.9% | Reduced |
| Security National Bank | 126,642 | $24.6M | 6.26% | −4,796−3.6% | Reduced |
| Wealth Architects, LLC | 126,264 | $24.5M | 4.04% | −1,145−0.9% | Reduced |
| Arcadia Investment Management Corp | 126,166 | $24.5M | 4.96% | −1,300−1.0% | Reduced |
| LVW Advisors, LLC | 126,121 | $24.5M | 4.94% | −11,581−8.4% | Reduced |
| Clarity Wealth Advisors, LLC | 125,880 | $24.4M | 10.97% | +2,316+1.9% | Added |
| Harvey Capital Management Inc | 125,873 | $24.4M | 8.98% | −1,130−0.9% | Reduced |
| Searle & Co. | 123,826 | $24.3M | 7.53% | −1,187−0.9% | Reduced |
| Fullerton Fund Management Co Ltd. | 125,206 | $24.3M | 1.70% | +85,617+216.3% | Added |
| Sepio Capital, LP | 125,032 | $24.3M | 1.97% | −2,127−1.7% | Reduced |
| 1776 Wealth LLC | 125,011 | $24.2M | 12.82% | −7,733−5.8% | Reduced |
| Beach Investment Counsel Inc | 124,990 | $24.2M | 2.88% | −4,340−3.4% | Reduced |
| Martin Investment Management, LLC | 124,761 | $24.2M | 6.82% | −8,145−6.1% | Reduced |
| Wallington Asset Management, LLC | 124,722 | $24.2M | 4.34% | +876+0.7% | Added |
| J. W. Coons Advisors, LLC | 124,608 | $24.2M | 6.60% | −2,380−1.9% | Reduced |
| Romano Brothers and Company | 124,482 | $24.1M | 3.60% | −3,206−2.5% | Reduced |
| Quantum Private Wealth, LLC | 124,021 | $24.1M | 11.12% | −462−0.4% | Reduced |
| Legacy Trust | 123,888 | $24.0M | 6.62% | −1,370−1.1% | Reduced |
| Bensler, LLC | 123,417 | $23.9M | 4.55% | −2,261−1.8% | Reduced |
| AFS Financial Group, LLC | 122,739 | $23.8M | 15.43% | −2,277−1.8% | Reduced |
| Westover Capital Advisors, LLC | 122,705 | $23.8M | 8.27% | −883−0.7% | Reduced |
| Millennium Capital Advisors, LLC | 122,682 | $23.8M | 19.58% | −705−0.6% | Reduced |
| Haverford Financial Services, Inc. | 122,581 | $23.8M | 7.09% | −492−0.4% | Reduced |
| Thames Capital Management LLC | 122,521 | $23.8M | 12.66% | 00.0% | Unchanged |
| Simmons Bank | 122,455 | $23.8M | 2.00% | −4,645−3.7% | Reduced |
| Eudaimonia Partners, LLC | 122,351 | $23.7M | 5.34% | +1,286+1.1% | Added |
| PKO Investment Management Joint-Stock Co | 122,000 | $23.7M | 2.90% | +12,000+10.9% | Added |
| Trifecta Capital Advisors, LLC | 121,884 | $23.6M | 7.61% | −1,843−1.5% | Reduced |
| Broderick Brian C | 121,869 | $23.6M | 6.24% | −1,599−1.3% | Reduced |
| Canal Capital Management, LLC | 121,720 | $23.6M | 4.78% | +26,536+27.9% | Added |
| Consolidated Portfolio Review Corp | 121,599 | $23.6M | 5.60% | −116−0.1% | Reduced |
| Fulcrum Capital LLC | 121,482 | $23.6M | 6.20% | −14,830−10.9% | Reduced |
| Concentrum Wealth Management | 121,409 | $23.5M | 15.06% | −5,157−4.1% | Reduced |
| Wells Trecaso Financial Group, LLC | 121,406 | $23.5M | 10.13% | −886−0.7% | Reduced |
| Chelsea Counsel Co | 121,242 | $23.5M | 11.58% | −7,297−5.7% | Reduced |
| Navalign, LLC | 121,147 | $23.5M | 9.37% | +685+0.6% | Added |
| Valicenti Advisory Services Inc | 120,965 | $23.5M | 7.44% | −226−0.2% | Reduced |
| Hamilton Wealth, LLC | 120,514 | $23.4M | 8.13% | −1,464−1.2% | Reduced |
| Platform Technology Partners | 124,266 | $23.4M | 11.00% | −767−0.6% | Reduced |
| King Wealth | 120,407 | $23.4M | 4.72% | +364+0.3% | Added |
| Fundamentun, LLC | 120,312 | $23.3M | 3.58% | −750−0.6% | Reduced |
| Parkside Financial Bank & Trust | 120,290 | $23.3M | 5.54% | +10,841+9.9% | Added |
| Old Mission Investment Co LLC | 120,190 | $23.3M | 8.64% | −388−0.3% | Reduced |
| RBF Capital, LLC | 120,000 | $23.3M | 1.45% | 00.0% | Unchanged |
| Alpine Global Management, LLC | 120,000 | $23.3M | 6.41% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 119,903 | $23.3M | 2.86% | +711+0.6% | Added |
| Atomi Financial Group, Inc. | 119,613 | $23.2M | 10.58% | +9,721+8.8% | Added |
| Cyrus J. Lawrence, LLC | 119,586 | $23.2M | 6.66% | +3,021+2.6% | Added |
| Cypress Asset Management Inc | 118,915 | $23.2M | 7.46% | −3,111−2.5% | Reduced |
| Noked Israel Ltd | 119,455 | $23.2M | 7.92% | −16,800−12.3% | Reduced |
| Quent Capital, LLC | 119,412 | $23.2M | 3.62% | −70−0.1% | Reduced |
| Arjuna Capital | 119,339 | $23.1M | 8.20% | −2,881−2.4% | Reduced |
| Ellevest, Inc. | 119,187 | $23.1M | 1.74% | +3,311+2.9% | Added |
| Golden State Equity Partners | 119,096 | $23.1M | 6.50% | +83,284+232.6% | Added |
| Motco | 118,965 | $23.1M | 1.51% | −489−0.4% | Reduced |
| Nicholas Hoffman & Company, LLC. | 118,872 | $23.1M | 0.90% | −2,560−2.1% | Reduced |
| Acorn Financial Advisory Services Inc | 118,863 | $23.1M | 4.10% | −4,736−3.8% | Reduced |
| Trustmark National Bank Trust Department | 118,616 | $23.0M | 2.13% | −15,917−11.8% | Reduced |
| Nikko Asset Management Americas, Inc. | 118,589 | $23.0M | 0.24% | +52,887+80.5% | Added |
| Plimoth Trust Co LLC | 118,320 | $23.0M | 6.87% | −2,183−1.8% | Reduced |
| World Equity Group, Inc. | 118,282 | $22.9M | 6.76% | +21,592+22.3% | Added |
| Guardian Investment Management | 118,142 | $22.9M | 19.74% | −13,699−10.4% | Reduced |
| TD Private Client Wealth LLC | 117,801 | $22.8M | 0.99% | −8,622−6.8% | Reduced |
| GenTrust, LLC | 117,701 | $22.8M | 1.55% | −193−0.2% | Reduced |