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 |
|---|---|---|---|---|---|
| Alpha Omega Wealth Management LLC | 85,628 | $16.6M | 2.81% | −4,851−5.4% | Reduced |
| Citizens Business Bank | 85,578 | $16.6M | 3.70% | −5,154−5.7% | Reduced |
| Duncker Streett & Co Inc | 85,574 | $16.6M | 3.71% | +3,019+3.7% | Added |
| RVW Wealth, LLC | 85,433 | $16.6M | 1.96% | +242+0.3% | Added |
| Pensionfund Sabic | 85,280 | $16.5M | 5.55% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 85,084 | $16.5M | 4.41% | −241−0.3% | Reduced |
| Mezzasalma Advisors, LLC | 85,021 | $16.5M | 10.00% | +996+1.2% | Added |
| Private Capital Management LLC | 84,883 | $16.5M | 4.70% | −3,687−4.2% | Reduced |
| Roberts Glore & Co Inc | 84,697 | $16.4M | 5.26% | −4,157−4.7% | Reduced |
| Founders Capital Management, LLC | 84,649 | $16.4M | 3.66% | +1,720+2.1% | Added |
| Strategic Wealth Partners, Ltd. | 84,246 | $16.3M | 2.11% | −1,038−1.2% | Reduced |
| Clean Yield Group | 84,243 | $16.3M | 6.73% | −1,808−2.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 84,170 | $16.3M | 1.33% | −1,064−1.2% | Reduced |
| Consolidated Investment Group LLC | 84,084 | $16.3M | 2.92% | 00.0% | Unchanged |
| Virtu Financial LLC | 84,052 | $16.3M | 1.24% | +84,052 | New |
| Gyroscope Capital Management Group, LLC | 84,015 | $16.3M | 3.76% | +10,457+14.2% | Added |
| Omers Administration Corp | 83,953 | $16.3M | 0.25% | −1,705−2.0% | Reduced |
| Wescott Financial Advisory Group, LLC | 83,915 | $16.3M | 2.88% | +17,611+26.6% | Added |
| Essex Investment Management Co LLC | 83,824 | $16.3M | 2.27% | −9,846−10.5% | Reduced |
| Little House Capital LLC | 83,714 | $16.2M | 6.90% | +5,710+7.3% | Added |
| Personal Cfo Solutions, LLC | 83,661 | $16.2M | 3.29% | +3,027+3.8% | Added |
| Iowa State Bank | 83,529 | $16.2M | 4.07% | −1,214−1.4% | Reduced |
| BNC Wealth Management, LLC | 83,418 | $16.2M | 8.59% | −6,569−7.3% | Reduced |
| Kingfisher Capital LLC | 83,409 | $16.2M | 4.22% | −279−0.3% | Reduced |
| Riverbridge Partners LLC | 83,404 | $16.2M | 0.20% | −1,927−2.3% | Reduced |
| Constitution Capital LLC | 83,218 | $16.1M | 9.19% | +3,472+4.4% | Added |
| Mattern Capital Management, LLC | 83,124 | $16.1M | 2.62% | +1,412+1.7% | Added |
| Fort Point Capital Partners LLC | 83,100 | $16.1M | 2.43% | +3,958+5.0% | Added |
| Guardian Capital Advisors LP | 84,916 | $16.1M | 1.83% | −2,498−2.9% | Reduced |
| Advisor OS, LLC | 83,068 | $16.1M | 2.64% | +43,085+107.8% | Added |
| Isthmus Partners, LLC | 83,063 | $16.1M | 2.20% | −3,831−4.4% | Reduced |
| Pegasus Partners Ltd. | 82,771 | $16.1M | 2.36% | −3,661−4.2% | Reduced |
| Field & Main Bank | 82,710 | $16.0M | 8.94% | −1,670−2.0% | Reduced |
| Lipe & Dalton | 82,664 | $16.0M | 9.14% | −1,670−2.0% | Reduced |
| Knightsbridge Asset Management, LLC | 82,678 | $16.0M | 5.16% | −83,120−50.1% | Reduced |
| MV Capital Management, Inc. | 82,532 | $16.0M | 2.12% | +4,022+5.1% | Added |
| Stoneridge Investment Partners LLC | 82,319 | $16.0M | 6.94% | +5,921+7.8% | Added |
| GPM Growth Investors, Inc. | 82,280 | $16.0M | 8.37% | +51+0.1% | Added |
| Charter Research & Investment Group, Inc. | 82,216 | $15.9M | 13.23% | −1,283−1.5% | Reduced |
| Family Management Corp | 82,192 | $15.9M | 3.49% | −7,906−8.8% | Reduced |
| Wills Financial Group, Inc. | 82,144 | $15.9M | 8.08% | −441−0.5% | Reduced |
| Strategic Investment Advisors | 82,119 | $15.9M | 2.21% | +8,002+10.8% | Added |
| Bedel Financial Consulting, Inc. | 82,105 | $15.9M | 3.33% | +496+0.6% | Added |
| Cordatus Wealth Management LLC | 82,027 | $15.9M | 5.98% | +82,027 | New |
| Capital Counsel LLC | 81,978 | $15.9M | 0.88% | +424+0.5% | Added |
| Allied Investment Advisors, LLC | 81,715 | $15.9M | 4.59% | +419+0.5% | Added |
| Aspen Grove Capital, LLC | 81,441 | $15.8M | 5.11% | +26,942+49.4% | Added |
| Financial Advisory Group | 81,369 | $15.8M | 3.12% | −3,003−3.6% | Reduced |
| Cohen Lawrence B | 81,355 | $15.8M | 10.10% | −11,971−12.8% | Reduced |
| Fernwood Investment Management, LLC | 84,081 | $15.8M | 5.59% | +9,163+12.2% | Added |
| Eagle Rock Investment Company, LLC | 81,234 | $15.8M | 3.39% | +121+0.1% | Added |
| Acropolis Investment Management, LLC | 81,234 | $15.8M | 1.24% | +470+0.6% | Added |
| Twin Focus Capital Partners, LLC | 81,226 | $15.8M | 3.18% | +383+0.5% | Added |
| Keebeck Wealth Management, LLC | 81,171 | $15.7M | 2.16% | +6,207+8.3% | Added |
| Sierra Capital LLC | 81,169 | $15.7M | 2.49% | −1,471−1.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 81,138 | $15.7M | 0.93% | −6,645−7.6% | Reduced |
| HPC Germany GmbH & Co. KG | 81,128 | $15.7M | 19.64% | 00.0% | Unchanged |
| TFG Advisers LLC | 81,030 | $15.7M | 7.14% | +162+0.2% | Added |
| LexAurum Advisors, LLC | 81,027 | $15.7M | 4.73% | +7,818+10.7% | Added |
| F/M Investments LLC | 81,241 | $15.7M | 11.58% | −1,303−1.6% | Reduced |
| Avalon Global Asset Management LLC | 80,920 | $15.7M | 7.65% | −4,600−5.4% | Reduced |
| Bank of Nova Scotia Trust Co | 80,892 | $15.7M | 1.64% | +5,425+7.2% | Added |
| Clark Asset Management, LLC | 80,867 | $15.7M | 7.36% | +3,634+4.7% | Added |
| Silverleafe Capital Partners, LLC | 80,728 | $15.7M | 9.72% | −270.0% | Reduced |
| Moseley Investment Management Inc | 80,541 | $15.6M | 9.11% | +115+0.1% | Added |
| Green Harvest Asset Management LLC | 80,401 | $15.6M | 0.59% | −10,740−11.8% | Reduced |
| Consolidated Capital Management, LLC | 80,363 | $15.6M | 7.66% | −1,211−1.5% | Reduced |
| Accurate Wealth Management, LLC | 81,614 | $15.6M | 4.85% | +22,009+36.9% | Added |
| Diligent Investors, LLC | 80,111 | $15.5M | 4.59% | −830−1.0% | Reduced |
| UMA Financial Services, Inc. | 80,613 | $15.5M | 3.85% | +3,782+4.9% | Added |
| Univest Financial Corp | 79,928 | $15.5M | 4.69% | +4,290+5.7% | Added |
| Allen Capital Group, LLC | 79,715 | $15.5M | 2.77% | −4,176−5.0% | Reduced |
| Souders Financial Advisors | 79,610 | $15.4M | 2.95% | −2,591−3.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 79,488 | $15.4M | 2.91% | −1,111−1.4% | Reduced |
| Mosaic Family Wealth Partners, LLC | 79,521 | $15.4M | 3.03% | −248−0.3% | Reduced |
| Centurion Wealth Management LLC | 79,420 | $15.4M | 7.43% | −1,520−1.9% | Reduced |
| TrimTabs Asset Management, LLC | 79,340 | $15.4M | 7.76% | +3,517+4.6% | Added |
| Great Lakes Retirement, Inc. | 79,270 | $15.4M | 2.72% | +1,573+2.0% | Added |
| Tilt Investment Management Holdings, PBC | 79,259 | $15.4M | 10.16% | 00.0% | Unchanged |
| Hall Private Wealth Advisors | 78,924 | $15.3M | 8.27% | −2,987−3.6% | Reduced |
| Glassy Mountain Advisors, Inc. | 78,893 | $15.3M | 6.82% | +78,893 | New |
| EFG Asset Management (Americas) Corp. | 78,874 | $15.3M | 3.54% | +7,528+10.6% | Added |
| Efg Capital International Corp. | 78,874 | $15.3M | 3.54% | +78,874 | New |
| Sheets Smith Wealth Management | 78,729 | $15.3M | 2.23% | −554−0.7% | Reduced |
| Andra AP-fonden | 78,700 | $15.3M | 0.39% | −8,200−9.4% | Reduced |
| Jump Financial, LLC | 78,696 | $15.3M | 0.56% | +78,696 | New |
| Cliftonlarsonallen Wealth Advisors, LLC | 78,655 | $15.3M | 0.43% | −7,290−8.5% | Reduced |
| Trybe Capital Management LP | 78,650 | $15.3M | 8.85% | +7,429+10.4% | Added |
| Eqis Capital Management, Inc. | 78,499 | $15.2M | 1.71% | −5,752−6.8% | Reduced |
| Bangor Savings Bank | 78,416 | $15.2M | 1.73% | −803−1.0% | Reduced |
| Financial Network Wealth Management LLC | 77,624 | $15.2M | 7.03% | −3,131−3.9% | Reduced |
| Wealth Management Associates, Inc. | 78,338 | $15.2M | 8.60% | −1,937−2.4% | Reduced |
| Two Point Capital Management, Inc. | 78,321 | $15.2M | 7.93% | +202+0.3% | Added |
| SCS Capital Management LLC | 78,246 | $15.2M | 0.37% | −143,882−64.8% | Reduced |
| First National Corp | 78,056 | $15.1M | 3.59% | −420−0.5% | Reduced |
| Silver Oak Securities, Inc | 77,931 | $15.1M | 2.43% | +187+0.2% | Added |
| Mission Creek Capital Partners, Inc. | 77,867 | $15.1M | 4.87% | −2,615−3.2% | Reduced |
| Duff & Phelps Investment Management Co | 77,740 | $15.1M | 0.18% | −3,080−3.8% | Reduced |
| Glen Eagle Advisors, LLC | 77,654 | $15.1M | 3.47% | +571+0.7% | Added |
| Quad-Cities Investment Group, LLC | 77,304 | $15.0M | 9.79% | −909−1.2% | Reduced |