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 |
|---|---|---|---|---|---|
| Credential Qtrade Securities Inc. | 70,278 | $13.6M | 0.86% | −1,968−2.7% | Reduced |
| Hedeker Wealth, LLC | 70,266 | $13.6M | 4.54% | −570−0.8% | Reduced |
| Greenfield Savings Bank | 70,096 | $13.6M | 9.21% | +6,271+9.8% | Added |
| Consolidated Planning Corp | 70,047 | $13.6M | 2.86% | +5,286+8.2% | Added |
| Matthew 25 Management Corp | 70,000 | $13.6M | 5.02% | −6,500−8.5% | Reduced |
| Armstrong Henry H Associates Inc | 69,949 | $13.6M | 1.50% | +637+0.9% | Added |
| Shulman DeMeo Asset Management LLC | 69,893 | $13.6M | 4.06% | +4,140+6.3% | Added |
| Sweeney & Michel, LLC | 75,328 | $13.5M | 6.98% | −326−0.4% | Reduced |
| Sterling Investment Counsel, LLC | 69,815 | $13.5M | 7.31% | +629+0.9% | Added |
| Roof Eidam & Maycock | 69,735 | $13.5M | 4.53% | −2,506−3.5% | Reduced |
| KRS Capital Management, LLC | 69,731 | $13.5M | 13.52% | −641−0.9% | Reduced |
| Kesler, Norman & Wride, LLC | 69,669 | $13.5M | 3.28% | −55−0.1% | Reduced |
| IMS Capital Management | 69,561 | $13.5M | 7.49% | +5,704+8.9% | Added |
| Fortitude Advisory Group L.L.C. | 69,560 | $13.5M | 9.97% | −2,399−3.3% | Reduced |
| Baldwin Investment Management, LLC | 69,427 | $13.5M | 2.22% | −3,985−5.4% | Reduced |
| FLC Capital Advisors | 69,422 | $13.5M | 3.94% | −146−0.2% | Reduced |
| Fairhaven Wealth Management, LLC | 69,304 | $13.4M | 5.14% | +69,304 | New |
| Oak Harbor Wealth Partners, LLC | 69,146 | $13.4M | 4.60% | −1,724−2.4% | Reduced |
| Relyea Zuckerberg Hanson LLC | 69,137 | $13.4M | 3.01% | −43,421−38.6% | Reduced |
| Keudell/Morrison Wealth Management | 69,123 | $13.4M | 3.86% | −360−0.5% | Reduced |
| BIP Wealth, LLC | 69,043 | $13.4M | 1.10% | +3,110+4.7% | Added |
| Mechanics Financial Corp | 68,990 | $13.4M | 7.27% | −2,989−4.2% | Reduced |
| M. Kulyk & Associates, LLC | 68,871 | $13.4M | 3.73% | −1,017−1.5% | Reduced |
| Legacy Financial Advisors, Inc. | 68,656 | $13.3M | 2.49% | +3,346+5.1% | Added |
| Charter Oak Capital Management, LLC | 68,628 | $13.3M | 1.73% | −357−0.5% | Reduced |
| American Trust Investment Advisors, LLC | 68,326 | $13.3M | 7.42% | −48−0.1% | Reduced |
| Golden Green, Inc. | 68,196 | $13.2M | 14.34% | −1,297−1.9% | Reduced |
| Stolper Co | 68,121 | $13.2M | 5.56% | −1,243−1.8% | Reduced |
| Verition Fund Management LLC | 68,113 | $13.2M | 0.21% | +10,783+18.8% | Added |
| Global Financial Private Client, LLC | 68,587 | $13.2M | 6.49% | −120−0.2% | Reduced |
| Intelligence Driven Advisers, LLC | 68,803 | $13.2M | 2.31% | +2,543+3.8% | Added |
| Owen LaRue, LLC | 68,544 | $13.2M | 13.87% | +5,994+9.6% | Added |
| Centric Wealth Management | 69,897 | $13.2M | 5.26% | +6,285+9.9% | Added |
| American Trust | 67,875 | $13.2M | 0.91% | −2,736−3.9% | Reduced |
| SYSTM Wealth Solutions LLC | 67,541 | $13.1M | 1.77% | +13,939+26.0% | Added |
| CoreFirst Bank & Trust | 67,496 | $13.1M | 9.21% | −1,543−2.2% | Reduced |
| LJI Wealth Management, LLC | 67,426 | $13.1M | 3.82% | −230−0.3% | Reduced |
| Delta Investment Management, LLC | 67,406 | $13.1M | 3.58% | −289−0.4% | Reduced |
| McGinn Investment Management, Inc. | 67,238 | $13.0M | 9.42% | +494+0.7% | Added |
| Newman Dignan & Sheerar, Inc. | 67,050 | $13.0M | 4.01% | −1,975−2.9% | Reduced |
| Consilium Wealth Advisory, LLC | 66,958 | $13.0M | 9.00% | +2,067+3.2% | Added |
| Carmel Capital Management L.L.C. | 66,754 | $12.9M | 6.73% | −4,540−6.4% | Reduced |
| Apella Capital, LLC | 66,722 | $12.9M | 0.92% | +66,722 | New |
| KG&L Capital Management,LLC | 66,692 | $12.9M | 6.20% | −1,190−1.8% | Reduced |
| Iyo Bank, Ltd. | 66,690 | $12.9M | 6.71% | 00.0% | Unchanged |
| Gardner Lewis Asset Management L P | 66,666 | $12.9M | 4.73% | −2,465−3.6% | Reduced |
| Lavaca Capital LLC | 66,663 | $12.9M | 4.03% | −26,620−28.5% | Reduced |
| Woodward Diversified Capital, LLC | 66,539 | $12.9M | 9.74% | +378+0.6% | Added |
| Mount Vernon Associates Inc | 66,522 | $12.9M | 13.71% | −6,505−8.9% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 66,515 | $12.9M | 3.54% | −1,106−1.6% | Reduced |
| Dudley Capital Management, LLC | 66,452 | $12.9M | 8.67% | −386−0.6% | Reduced |
| Roberts Wealth Advisors, LLC | 66,377 | $12.9M | 5.66% | −19,525−22.7% | Reduced |
| Graybill Bartz & Assoc Ltd | 66,364 | $12.9M | 6.11% | −1,022−1.5% | Reduced |
| Xcel Wealth Management, LLC | 66,343 | $12.9M | 4.07% | −528−0.8% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 66,304 | $12.9M | 1.63% | +3,490+5.6% | Added |
| Kaizen Financial Strategies | 67,706 | $12.8M | 11.01% | −46−0.1% | Reduced |
| Resonant Capital Advisors, LLC | 66,184 | $12.8M | 1.40% | +356+0.5% | Added |
| Hexagon Capital Partners LLC | 66,165 | $12.8M | 3.38% | −943−1.4% | Reduced |
| Bay Rivers Group | 66,090 | $12.8M | 9.61% | −1,593−2.4% | Reduced |
| Mirabella Financial Services LLP | 66,079 | $12.8M | 1.49% | +26,977+69.0% | Added |
| Drive Wealth Management, LLC | 66,055 | $12.8M | 4.75% | +5,670+9.4% | Added |
| Spotlight Asset Group, Inc. | 66,038 | $12.8M | 11.48% | −30,981−31.9% | Reduced |
| Bridge Creek Capital Management LLC | 66,000 | $12.8M | 4.59% | −1,858−2.7% | Reduced |
| Pine Ridge Advisers LLC | 65,875 | $12.8M | 2.82% | −71,760−52.1% | Reduced |
| Independence Bank of Kentucky | 65,841 | $12.8M | 5.18% | +743+1.1% | Added |
| Gables Capital Management Inc. | 65,782 | $12.8M | 8.35% | −1,635−2.4% | Reduced |
| Crewe Advisors LLC | 65,757 | $12.8M | 1.79% | −2,101−3.1% | Reduced |
| Fortis Capital Advisors, LLC | 65,715 | $12.7M | 7.48% | −2,765−4.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 65,663 | $12.7M | 6.67% | +7,752+13.4% | Added |
| 1623 Capital LLC | 65,612 | $12.7M | 7.20% | +760+1.2% | Added |
| Financial Perspectives, Inc | 65,601 | $12.7M | 5.60% | +494+0.8% | Added |
| Iron Financial, LLC | 65,599 | $12.7M | 6.84% | −1,242−1.9% | Reduced |
| Manhattan West Asset Management, LLC | 65,531 | $12.7M | 4.74% | +1,156+1.8% | Added |
| Orleans Capital Management Corp | 65,503 | $12.7M | 9.02% | +150+0.2% | Added |
| Chemung Canal Trust Co | 65,491 | $12.7M | 2.73% | −6,958−9.6% | Reduced |
| Independent Solutions Wealth Management, LLC | 65,487 | $12.7M | 3.43% | −643−1.0% | Reduced |
| Darwin Advisors, LLC | 67,495 | $12.7M | 3.27% | +4,692+7.5% | Added |
| Towercrest Capital Management | 65,359 | $12.7M | 2.36% | +622+1.0% | Added |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 65,330 | $12.7M | 3.68% | −76,960−54.1% | Reduced |
| Spring Capital Management, LLC | 65,265 | $12.7M | 9.90% | −1,340−2.0% | Reduced |
| Pflug Koory, LLC | 65,205 | $12.6M | 6.44% | −693−1.1% | Reduced |
| Montgomery Investment Management Inc | 65,170 | $12.6M | 4.25% | −200−0.3% | Reduced |
| VeraBank, N.A. | 65,048 | $12.6M | 4.86% | −1,637−2.5% | Reduced |
| Finer Wealth Management, Inc. | 64,998 | $12.6M | 9.85% | +790+1.2% | Added |
| Coastal Bridge Advisors, LLC | 64,969 | $12.6M | 3.09% | +103+0.2% | Added |
| Baker Boyer National Bank | 64,969 | $12.6M | 4.66% | −3,546−5.2% | Reduced |
| SRS Capital Advisors, Inc. | 64,930 | $12.6M | 1.61% | −304−0.5% | Reduced |
| Sound Income Strategies, LLC | 64,907 | $12.6M | 1.29% | +4,852+8.1% | Added |
| Summit Financial Strategies, Inc. | 64,845 | $12.6M | 2.35% | +732+1.1% | Added |
| All Terrain Financial Advisors, LLC | 64,843 | $12.6M | 5.66% | −2,652−3.9% | Reduced |
| Bray Capital Advisors | 64,760 | $12.6M | 3.77% | −2,387−3.6% | Reduced |
| Providence Capital Advisors, LLC | 64,755 | $12.6M | 3.19% | −29,811−31.5% | Reduced |
| Torray LLC | 64,569 | $12.5M | 2.17% | −6,542−9.2% | Reduced |
| Willow Creek Wealth Management Inc. | 64,426 | $12.5M | 1.77% | +4,531+7.6% | Added |
| Alpha Family Trust | 64,420 | $12.5M | 8.72% | −65−0.1% | Reduced |
| Cladis Investment Advisory, LLC | 64,251 | $12.5M | 10.83% | −857−1.3% | Reduced |
| Wealth Dimensions Group, Ltd. | 64,190 | $12.5M | 4.53% | −483−0.7% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 64,153 | $12.4M | 6.23% | +1,105+1.8% | Added |
| Lederer & Associates Investment Counsel | 63,984 | $12.4M | 9.37% | −5,968−8.5% | Reduced |
| Baystate Wealth Management LLC | 63,931 | $12.4M | 1.02% | +297+0.5% | Added |