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 |
|---|---|---|---|---|---|
| Adirondack Trust Co | 76,242 | $15.0M | 7.00% | −1,465−1.9% | Reduced |
| Fukoku Mutual Life Insurance Co | 77,098 | $15.0M | 1.41% | −1,225−1.6% | Reduced |
| Nikulski Financial, Inc. | 77,074 | $15.0M | 6.18% | −945−1.2% | Reduced |
| Notis-McConarty Edward | 76,968 | $14.9M | 5.69% | −2,859−3.6% | Reduced |
| Manchester Financial Inc | 76,748 | $14.9M | 4.22% | −1,210−1.6% | Reduced |
| Northwest Bancshares, Inc. | 76,667 | $14.9M | 2.69% | −1,729−2.2% | Reduced |
| Monterey Private Wealth, Inc. | 76,609 | $14.9M | 7.20% | +95+0.1% | Added |
| Argonautica Private Wealth Management, Inc | 76,485 | $14.8M | 6.67% | −652−0.8% | Reduced |
| Keystone Wealth Services, LLC | 76,375 | $14.8M | 5.54% | −678−0.9% | Reduced |
| LMG Wealth Partners, LLC | 76,329 | $14.8M | 4.53% | −447−0.6% | Reduced |
| O'Neil Global Advisors, Inc. | 76,266 | $14.8M | 3.07% | +62,851+468.5% | Added |
| Connecticut Wealth Management, LLC | 76,205 | $14.8M | 1.03% | +16,018+26.6% | Added |
| Next Century Growth Investors LLC | 76,175 | $14.8M | 1.42% | −2,777−3.5% | Reduced |
| Sabal Trust CO | 76,135 | $14.8M | 0.94% | +36,787+93.5% | Added |
| Sutton Wealth Advisors Inc. | 76,033 | $14.7M | 7.15% | +4,230+5.9% | Added |
| Perpetual Ltd | 75,911 | $14.7M | 0.13% | −6,612−8.0% | Reduced |
| Nicolet Bankshares Inc | 88,055 | $14.7M | 4.17% | +9,224+11.7% | Added |
| Cardinal Capital Management | 75,661 | $14.7M | 2.96% | +642+0.9% | Added |
| Curbstone Financial Management Corp | 75,645 | $14.7M | 3.50% | −3,345−4.2% | Reduced |
| Atlas Brown,Inc. | 75,574 | $14.7M | 6.45% | −1,026−1.3% | Reduced |
| Ifrah Financial Services, Inc. | 75,447 | $14.6M | 4.44% | −90−0.1% | Reduced |
| James J. Burns & Company, LLC | 75,267 | $14.6M | 3.70% | +12,537+20.0% | Added |
| First Commonwealth Financial Corp | 75,267 | $14.6M | 4.75% | −7,798−9.4% | Reduced |
| Harbor Capital Advisors, Inc. | 75,223 | $14.6M | 2.92% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 75,147 | $14.6M | 1.66% | +420+0.6% | Added |
| Vicus Capital | 75,005 | $14.5M | 1.51% | −2,641−3.4% | Reduced |
| Howard Financial Services, Ltd. | 74,894 | $14.5M | 3.47% | −198−0.3% | Reduced |
| Gibraltar Capital Management, Inc. | 74,873 | $14.5M | 6.43% | −330−0.4% | Reduced |
| Greystone Financial Group, LLC | 74,840 | $14.5M | 3.36% | −9,080−10.8% | Reduced |
| Wall Street Access Asset Management, LLC | 74,624 | $14.5M | 8.34% | +3,643+5.1% | Added |
| American Investment Services, Inc. | 74,566 | $14.5M | 2.93% | −3,856−4.9% | Reduced |
| Harrington Investments, INC | 74,552 | $14.5M | 9.49% | −2,199−2.9% | Reduced |
| Benjamin Edwards Inc | 74,506 | $14.5M | 3.36% | −2,560−3.3% | Reduced |
| RWM Asset Management, LLC | 75,253 | $14.4M | 2.76% | +2,149+2.9% | Added |
| Icon Wealth Partners, LLC | 74,449 | $14.4M | 1.53% | −3,621−4.6% | Reduced |
| FinTrust Capital Advisors, LLC | 110,976 | $14.4M | 3.46% | −80.0% | Reduced |
| Morton Capital Management LLC | 74,237 | $14.4M | 4.92% | +515+0.7% | Added |
| Lineweaver Wealth Advisors, LLC | 74,213 | $14.4M | 4.11% | −3,624−4.7% | Reduced |
| Hirtle Callaghan & Co LLC | 74,209 | $14.4M | 0.69% | −2,114−2.8% | Reduced |
| Strategic Financial Services, Inc, | 80,638 | $14.4M | 1.07% | −451−0.6% | Reduced |
| Baugh & Associates, LLC | 73,909 | $14.3M | 8.63% | +1,028+1.4% | Added |
| Fiera Capital Corp | 73,720 | $14.3M | 0.04% | −3,648−4.7% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 73,669 | $14.3M | 12.49% | −63−0.1% | Reduced |
| Mathes Company, Inc. | 73,559 | $14.3M | 6.24% | +73,559 | New |
| High Note Wealth, LLC | 73,456 | $14.2M | 5.81% | −1,896−2.5% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 73,403 | $14.2M | 4.05% | −2,649−3.5% | Reduced |
| Masso Torrence Wealth Management Inc. | 73,388 | $14.2M | 10.27% | −1,070−1.4% | Reduced |
| Frank, Rimerman Advisors LLC | 73,368 | $14.2M | 3.40% | +798+1.1% | Added |
| Professional Advisory Services Inc | 72,926 | $14.1M | 2.15% | −9,868−11.9% | Reduced |
| Borer Denton & Associates, Inc. | 72,879 | $14.1M | 5.57% | −65−0.1% | Reduced |
| Bank Ozk | 72,877 | $14.1M | 6.73% | −8,438−10.4% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 72,847 | $14.1M | 10.61% | +823+1.1% | Added |
| Atlas Capital Advisors LLC | 72,833 | $14.1M | 2.15% | −175−0.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 72,825 | $14.1M | 4.59% | −1,351−1.8% | Reduced |
| Moser Wealth Advisors, LLC | 72,822 | $14.1M | 9.51% | +72,822 | New |
| Geneos Wealth Management Inc. | 548,030 | $14.1M | 0.74% | +350,639+177.6% | Added |
| Founders Financial Securities LLC | 72,640 | $14.1M | 1.86% | −5,210−6.7% | Reduced |
| Birch Capital Management, LLC | 72,577 | $14.1M | 8.55% | −1,951−2.6% | Reduced |
| JSF Financial, LLC | 72,544 | $14.1M | 4.98% | −1,034−1.4% | Reduced |
| IVC Wealth Advisors LLC | 72,490 | $14.1M | 8.91% | −1,660−2.2% | Reduced |
| Tortoise Investment Management, LLC | 72,466 | $14.1M | 2.09% | −504−0.7% | Reduced |
| Breakwater Capital Group | 72,290 | $14.0M | 5.12% | −216−0.3% | Reduced |
| Oak Harvest Investment Services | 72,199 | $14.0M | 3.14% | −38,594−34.8% | Reduced |
| Advisory Alpha, LLC | 72,191 | $14.0M | 0.72% | +6,537+10.0% | Added |
| Enterprise Bank & Trust Co | 72,168 | $14.0M | 5.36% | +5,255+7.9% | Added |
| Tiemann Investment Advisors, LLC | 72,146 | $14.0M | 7.13% | −1,910−2.6% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 72,140 | $14.0M | 2.98% | −7,577−9.5% | Reduced |
| Old Second National Bank of Aurora | 72,114 | $14.0M | 4.05% | −5,919−7.6% | Reduced |
| Alapocas Investment Partners, Inc. | 72,051 | $14.0M | 10.20% | −104−0.1% | Reduced |
| Union Heritage Capital, LLC | 72,000 | $14.0M | 7.56% | +2,500+3.6% | Added |
| EULAV Asset Management | 72,000 | $14.0M | 0.52% | −5,000−6.5% | Reduced |
| Paradigm Financial Partners, LLC | 71,877 | $13.9M | 3.77% | +1,216+1.7% | Added |
| Cahill Financial Advisors Inc | 71,825 | $13.9M | 2.25% | +10,339+16.8% | Added |
| Trivant Custom Portfolio Group, LLC | 71,759 | $13.9M | 9.82% | −309−0.4% | Reduced |
| Lee Financial Co | 71,699 | $13.9M | 2.44% | −300−0.4% | Reduced |
| Delta Financial Advisors LLC | 71,616 | $13.9M | 6.14% | −162−0.2% | Reduced |
| TriaGen Wealth Management LLC | 71,605 | $13.9M | 6.35% | +1,773+2.5% | Added |
| AlphaCore Capital LLC | 71,578 | $13.9M | 2.23% | +25,174+54.2% | Added |
| Capstone Triton Financial Group, LLC | 71,482 | $13.9M | 9.54% | −1,163−1.6% | Reduced |
| Advisory Research Inc | 71,330 | $13.8M | 1.77% | +19,720+38.2% | Added |
| Legacy Wealth Management, LLC | 71,296 | $13.8M | 6.94% | −69−0.1% | Reduced |
| Leisure Capital Management | 71,249 | $13.8M | 7.61% | −16,647−18.9% | Reduced |
| Evermay Wealth Management LLC | 71,090 | $13.8M | 2.65% | −987−1.4% | Reduced |
| Brio Consultants, LLC | 71,027 | $13.8M | 2.49% | −1,630−2.2% | Reduced |
| SeaBridge Investment Advisors LLC | 70,976 | $13.8M | 4.52% | +372+0.5% | Added |
| Harbour Capital Advisors, LLC | 71,505 | $13.8M | 4.06% | −4,708−6.2% | Reduced |
| Settian Capital LP | 70,900 | $13.8M | 11.47% | 00.0% | Unchanged |
| Clough Capital Partners L P | 70,860 | $13.7M | 1.38% | 00.0% | Unchanged |
| Aj Wealth Strategies, LLC | 70,804 | $13.7M | 0.66% | +2,077+3.0% | Added |
| WBH Advisory Inc | 70,757 | $13.7M | 1.63% | −1,547−2.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 70,741 | $13.7M | 2.14% | −3,263−4.4% | Reduced |
| Blodgett Wealth Advisors, LLC | 70,741 | $13.7M | 14.26% | +86+0.1% | Added |
| Cairn Investment Group, Inc. | 70,662 | $13.7M | 8.88% | −3,400−4.6% | Reduced |
| McDonough Capital Management, Inc | 70,617 | $13.7M | 12.59% | −733−1.0% | Reduced |
| Solstein Capital, LLC | 70,532 | $13.7M | 11.40% | +1,360+2.0% | Added |
| Monarch Capital Management Inc | 70,422 | $13.7M | 4.14% | −2,415−3.3% | Reduced |
| Ervin Investment Management, LLC | 70,366 | $13.6M | 10.95% | −5,356−7.1% | Reduced |
| Capital Market Strategies LLC | 70,351 | $13.6M | 12.63% | −175−0.2% | Reduced |
| Indiana Trust & Investment Management CO | 70,331 | $13.6M | 6.97% | −759−1.1% | Reduced |
| Georgetown University | 70,293 | $13.6M | 4.78% | +96+0.1% | Added |