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; 6,151 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 | 6,151 | $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 | 4,404 | $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 |
|---|---|---|---|---|---|
| Central Bank & Trust Co | 104,519 | $20.3M | 3.44% | −3,634−3.4% | Reduced |
| Creative Financial Designs Inc | 104,442 | $20.3M | 2.38% | −7,104−6.4% | Reduced |
| WoodTrust Financial Corp | 104,245 | $20.2M | 3.75% | −3,900−3.6% | Reduced |
| Rbo & Co LLC | 104,237 | $20.2M | 3.44% | −184−0.2% | Reduced |
| FRG Family Wealth Advisors LLC | 104,038 | $20.2M | 4.42% | −647−0.6% | Reduced |
| Ipswich Investment Management Co., Inc. | 104,029 | $20.2M | 5.31% | −2,842−2.7% | Reduced |
| Weil Company, Inc. | 103,979 | $20.2M | 8.98% | +1,765+1.7% | Added |
| Miramar Capital, LLC | 103,811 | $20.1M | 5.11% | −5,505−5.0% | Reduced |
| Armstrong Advisory Group, Inc | 103,726 | $20.1M | 2.14% | −1,595−1.5% | Reduced |
| 180 Wealth Advisors, LLC | 104,496 | $20.1M | 4.42% | −2,240−2.1% | Reduced |
| WESPAC Advisors SoCal, LLC | 103,674 | $20.1M | 6.89% | −714−0.7% | Reduced |
| Westhampton Capital, LLC | 103,368 | $20.1M | 13.02% | −2,265−2.1% | Reduced |
| Northwest Bank & Trust Co | 103,163 | $20.0M | 19.25% | +103,163 | New |
| ProVise Management Group, LLC | 103,104 | $20.0M | 1.81% | +884+0.9% | Added |
| Liberty Wealth Management LLC | 103,002 | $20.0M | 4.94% | −84,240−45.0% | Reduced |
| Covenant Asset Management, LLC | 102,889 | $20.0M | 5.88% | −62−0.1% | Reduced |
| Armstrong, Fleming & Moore, Inc | 102,841 | $19.9M | 18.35% | +102,841 | New |
| Capital International Ltd | 102,783 | $19.9M | 1.12% | +23,845+30.2% | Added |
| Meridian Wealth Advisors, LLC | 102,562 | $19.9M | 4.81% | −12,114−10.6% | Reduced |
| Carolinas Wealth Consulting LLC | 102,348 | $19.9M | 3.94% | −2,062−2.0% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 102,391 | $19.8M | 1.89% | −890−0.9% | Reduced |
| Mitchell Sinkler & Starr | 102,290 | $19.8M | 5.63% | +435+0.4% | Added |
| Gradient Capital Advisors, LLC | 102,281 | $19.8M | 7.96% | −1,095−1.1% | Reduced |
| Grandfield & Dodd, LLC | 102,257 | $19.8M | 1.39% | −708−0.7% | Reduced |
| Goldstream Capital Management Ltd | 102,194 | $19.8M | 14.51% | +88,465+644.4% | Added |
| Callan Capital, LLC | 102,165 | $19.8M | 2.19% | +1,622+1.6% | Added |
| Headlands Technologies LLC | 101,855 | $19.8M | 6.32% | +64,678+174.0% | Added |
| Liberty Capital Management, Inc. | 101,797 | $19.7M | 5.92% | +370+0.4% | Added |
| Harbor Island Capital LLC | 101,652 | $19.7M | 10.55% | −9,822−8.8% | Reduced |
| Horiko Capital Management LLC | 101,603 | $19.7M | 10.89% | −6,890−6.4% | Reduced |
| Asset Management Group, Inc. | 101,584 | $19.7M | 4.18% | +20.0% | Added |
| First Dallas Securities Inc. | 101,568 | $19.7M | 10.99% | −300−0.3% | Reduced |
| Paragon Capital Management LLC | 101,528 | $19.7M | 11.30% | −1,044−1.0% | Reduced |
| MBL Wealth, LLC | 101,465 | $19.7M | 2.78% | +17,410+20.7% | Added |
| SkyOak Wealth, LLC | 101,087 | $19.6M | 5.54% | −3,285−3.1% | Reduced |
| RFP Financial Group LLC | 101,156 | $19.6M | 8.00% | +92,004+1,005.3% | Added |
| Sterneck Capital Management, LLC | 100,827 | $19.6M | 11.98% | −2,740−2.6% | Reduced |
| Norris Perne & French LLP | 100,789 | $19.6M | 1.65% | −4,015−3.8% | Reduced |
| Proficio Capital Partners LLC | 100,787 | $19.5M | 2.66% | +3,964+4.1% | Added |
| Stockman Wealth Management, Inc. | 100,760 | $19.5M | 4.20% | −22,954−18.6% | Reduced |
| Schubert & Co | 100,623 | $19.5M | 18.28% | −19,191−16.0% | Reduced |
| Mattern Wealth Management LLC | 100,447 | $19.5M | 5.69% | +4,554+4.7% | Added |
| Taylor Hoffman Wealth Management | 100,408 | $19.5M | 9.73% | −821−0.8% | Reduced |
| Guyasuta Investment Advisors Inc | 100,333 | $19.5M | 1.44% | +543+0.5% | Added |
| Ellis Investment Partners, LLC | 100,007 | $19.4M | 4.75% | −3,235−3.1% | Reduced |
| Center Lake Capital Management, LLC | 100,000 | $19.4M | 11.45% | +25,000+33.3% | Added |
| Renaissance Investment Group LLC | 99,947 | $19.4M | 5.09% | −5,426−5.1% | Reduced |
| Mirador Capital Partners LP | 99,876 | $19.4M | 4.59% | −1,243−1.2% | Reduced |
| Hendley & Co Inc | 99,694 | $19.3M | 8.02% | −154−0.2% | Reduced |
| Zions Bancorporation, N.A. | 99,683 | $19.3M | 1.63% | −18,217−15.5% | Reduced |
| HFR Wealth Management, LLC | 99,575 | $19.3M | 5.37% | −684−0.7% | Reduced |
| Intercontinental Wealth Advisors, LLC | 99,528 | $19.3M | 4.61% | +22,545+29.3% | Added |
| SOL Capital Management CO | 99,502 | $19.3M | 2.92% | +8,250+9.0% | Added |
| Mayflower Financial Advisors, LLC | 103,962 | $19.3M | 2.49% | −3,106−2.9% | Reduced |
| Ridgecrest Wealth Partners, LLC | 99,305 | $19.3M | 12.74% | −1,005−1.0% | Reduced |
| Hamilton Point Investment Advisors, LLC | 99,267 | $19.3M | 4.61% | −11,341−10.3% | Reduced |
| Tamar Securities, LLC | 99,267 | $19.3M | 4.74% | −5,091−4.9% | Reduced |
| Merriman Wealth Management, LLC | 99,203 | $19.2M | 0.95% | −390.0% | Reduced |
| Sunbelt Securities, Inc. | 99,115 | $19.2M | 2.76% | +1,010+1.0% | Added |
| Cypress Capital Management LLC (WY) | 98,948 | $19.2M | 21.48% | −430−0.4% | Reduced |
| Legacy Capital Group California, Inc. | 98,928 | $19.2M | 7.90% | +5,693+6.1% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 98,897 | $19.2M | 1.33% | +14,197+16.8% | Added |
| Capital Financial Planning, LLC | 98,891 | $19.2M | 7.04% | +4,821+5.1% | Added |
| Westwood Management Corp | 98,882 | $19.2M | 2.47% | +64,790+190.0% | Added |
| Altfest L J & Co Inc | 98,765 | $19.2M | 2.88% | +40,631+69.9% | Added |
| Berkshire Bank | 98,705 | $19.1M | 5.29% | −1,593−1.6% | Reduced |
| Rench Wealth Management, Inc. | 98,655 | $19.1M | 8.39% | −879−0.9% | Reduced |
| Rappaport Reiches Capital Management, LLC | 98,426 | $19.1M | 7.97% | −8,750−8.2% | Reduced |
| Marks Group Wealth Management, Inc | 98,193 | $19.0M | 2.27% | +27,230+38.4% | Added |
| Patten Group, Inc. | 98,179 | $19.0M | 5.40% | −2,713−2.7% | Reduced |
| Optimum Investment Advisors | 98,109 | $19.0M | 9.32% | +420+0.4% | Added |
| Nelson Capital Management, LLC | 97,933 | $19.0M | 4.91% | −3,319−3.3% | Reduced |
| Eos Management, L.P. | 97,891 | $19.0M | 8.84% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 97,852 | $19.0M | 2.75% | −3,326−3.3% | Reduced |
| Focused Wealth Management, Inc | 97,752 | $19.0M | 3.42% | −1,639−1.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 97,621 | $18.9M | 2.24% | −3,978−3.9% | Reduced |
| C2C Wealth Management, LLC | 97,346 | $18.9M | 2.50% | +5,603+6.1% | Added |
| Jackson Square Capital, LLC | 97,468 | $18.9M | 7.59% | +19,337+24.7% | Added |
| GAM Holding AG | 97,326 | $18.9M | 1.30% | −348−0.4% | Reduced |
| Kistler-Tiffany Companies, LLC | 97,312 | $18.9M | 3.06% | +1,557+1.6% | Added |
| Financial Partners Group, Inc | 103,689 | $18.9M | 3.82% | −1,669−1.6% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 97,217 | $18.9M | 3.57% | +622+0.6% | Added |
| MJP Associates Inc | 97,159 | $18.8M | 6.21% | −2,957−3.0% | Reduced |
| Werba Rubin Papier Wealth Management | 97,115 | $18.8M | 6.54% | +56+0.1% | Added |
| Carmichael Hill & Associates, Inc. | 97,038 | $18.8M | 8.96% | +869+0.9% | Added |
| Nwi Management LP | 97,000 | $18.8M | 5.36% | −8,000−7.6% | Reduced |
| Westbourne Investment Advisors, Inc. | 96,970 | $18.8M | 8.42% | −1,852−1.9% | Reduced |
| Carroll Investors, Inc | 97,106 | $18.8M | 14.10% | −625−0.6% | Reduced |
| Act Two Investors LLC | 96,649 | $18.7M | 5.24% | +11,144+13.0% | Added |
| Leuthold Group, LLC | 96,453 | $18.7M | 2.42% | −3,513−3.5% | Reduced |
| Moran Wealth Management, LLC | 96,332 | $18.7M | 0.70% | +100.0% | Added |
| Walter & Keenan Financial Consulting Co | 96,209 | $18.7M | 6.86% | −1,664−1.7% | Reduced |
| Financial Engines Advisors L.L.C. | 96,204 | $18.7M | 0.05% | +7,778+8.8% | Added |
| Westside Investment Management, Inc. | 96,301 | $18.6M | 5.26% | −9,290−8.8% | Reduced |
| Peak Planning Group, LLC | 96,006 | $18.6M | 13.84% | +2,428+2.6% | Added |
| Titan Global Capital Management USA LLC | 95,939 | $18.6M | 4.41% | +23,083+31.7% | Added |
| O'Dell Group, LLC | 95,772 | $18.6M | 5.28% | +366+0.4% | Added |
| Fusion Capital, LLC | 95,698 | $18.6M | 10.37% | +394+0.4% | Added |
| Jacobi Capital Management LLC | 95,627 | $18.5M | 2.07% | −2,877−2.9% | Reduced |
| Red Lighthouse Investment Management, LLC | 95,575 | $18.5M | 8.47% | −4,948−4.9% | Reduced |