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 |
|---|---|---|---|---|---|
| Thomas Story & Son LLC | 63,912 | $12.4M | 5.66% | −50−0.1% | Reduced |
| Financial Management Network Inc | 64,392 | $12.4M | 4.32% | −1,794−2.7% | Reduced |
| Advocate Group LLC | 63,867 | $12.4M | 2.73% | −734−1.1% | Reduced |
| Hudson Value Partners, LLC | 63,896 | $12.4M | 6.32% | +3,894+6.5% | Added |
| Peninsula Wealth, LLC | 63,655 | $12.3M | 3.23% | +527+0.8% | Added |
| Arbor Investment Advisors, LLC | 63,620 | $12.3M | 2.17% | −6,053−8.7% | Reduced |
| O'Brien Greene & Co. Inc | 63,550 | $12.3M | 4.28% | −1,218−1.9% | Reduced |
| Northwest Investment Counselors, LLC | 63,518 | $12.3M | 3.29% | −8,134−11.4% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 63,497 | $12.3M | 12.20% | −4,880−7.1% | Reduced |
| Once Capital Management, LLC | 63,450 | $12.3M | 11.50% | 00.0% | Unchanged |
| Parkside Investments, LLC | 63,415 | $12.3M | 2.30% | −3,351−5.0% | Reduced |
| Kennedy Investment Group | 63,399 | $12.3M | 7.20% | +2,080+3.4% | Added |
| DMG Group, LLC | 63,195 | $12.3M | 12.25% | −10,743−14.5% | Reduced |
| Catalyst Financial Partners LLC | 63,187 | $12.3M | 4.37% | +5,334+9.2% | Added |
| Keel Point, LLC | 63,178 | $12.3M | 1.64% | +248+0.4% | Added |
| Blue Edge Capital, LLC | 63,166 | $12.3M | 2.47% | +570+0.9% | Added |
| Peoples Financial Services Corp. | 63,158 | $12.3M | 5.49% | −1,486−2.3% | Reduced |
| WFA of San Diego, LLC | 62,913 | $12.2M | 11.99% | −7,723−10.9% | Reduced |
| Optas, LLC | 62,801 | $12.2M | 4.07% | −2,749−4.2% | Reduced |
| NVWM, LLC | 62,686 | $12.2M | 3.95% | −3,217−4.9% | Reduced |
| Olistico Wealth, LLC | 62,644 | $12.2M | 10.42% | −2,432−3.7% | Reduced |
| Orion Capital Management LLC | 62,514 | $12.1M | 7.99% | −5,089−7.5% | Reduced |
| Hartford Financial Management Inc. | 62,434 | $12.1M | 2.99% | −972−1.5% | Reduced |
| Wimmer Associates 1, LLC | 62,390 | $12.1M | 7.28% | −140.0% | Reduced |
| Horizon Wealth Management, LLC | 62,234 | $12.1M | 4.76% | +367+0.6% | Added |
| Harbor Advisory Corp | 62,206 | $12.1M | 4.26% | −1,799−2.8% | Reduced |
| Bryant Woods Investment Advisors, LLC | 62,193 | $12.1M | 8.57% | −347−0.6% | Reduced |
| Flynn Zito Capital Management, LLC | 62,190 | $12.1M | 8.15% | −476−0.8% | Reduced |
| Old Point Trust & Financial Services N A | 62,178 | $12.1M | 5.02% | −2,778−4.3% | Reduced |
| Cable Hill Partners, LLC | 62,110 | $12.0M | 1.57% | −5,226−7.8% | Reduced |
| Jarislowsky, Fraser Ltd | 62,070 | $12.0M | 0.07% | −2,270−3.5% | Reduced |
| High Net Worth Advisory Group LLC | 62,033 | $12.0M | 4.67% | −592−0.9% | Reduced |
| Cooper Creek Partners Management LLC | 62,017 | $12.0M | 0.82% | −12,811−17.1% | Reduced |
| Somerset Trust Co | 61,983 | $12.0M | 5.17% | −4,062−6.2% | Reduced |
| St. Johns Investment Management Company, LLC | 61,870 | $12.0M | 6.52% | −2,295−3.6% | Reduced |
| Texas Capital Bancshares Inc | 61,834 | $12.0M | 6.67% | −296−0.5% | Reduced |
| Morse Asset Management, Inc | 61,792 | $12.0M | 3.65% | −2,871−4.4% | Reduced |
| Strategy Asset Managers LLC | 61,768 | $12.0M | 2.66% | +1,671+2.8% | Added |
| Platte River Wealth Advisors, LLC | 61,710 | $12.0M | 4.19% | +42+0.1% | Added |
| McAdam, LLC | 61,605 | $11.9M | 0.99% | +1,819+3.0% | Added |
| Poehling Capital Management, LLC | 61,581 | $11.9M | 4.04% | −1,326−2.1% | Reduced |
| Sculati Wealth Management, LLC | 61,450 | $11.9M | 6.00% | −448−0.7% | Reduced |
| STF Management LP | 61,398 | $11.9M | 12.83% | −50,746−45.3% | Reduced |
| Capital Insight Partners, LLC | 61,384 | $11.9M | 2.66% | −1,302−2.1% | Reduced |
| Mycio Wealth Partners, LLC | 61,381 | $11.9M | 3.74% | 00.0% | Unchanged |
| Chronos Wealth Management, LLC | 61,347 | $11.9M | 8.23% | −4,212−6.4% | Reduced |
| Vanguard Capital Wealth Advisors | 61,322 | $11.9M | 10.80% | −2,413−3.8% | Reduced |
| Compton Wealth Advisory Group, LLC | 61,269 | $11.9M | 3.96% | −1,502−2.4% | Reduced |
| Quantum Financial Advisors, LLC | 61,184 | $11.9M | 3.49% | +78+0.1% | Added |
| Jupiter Wealth Management LLC | 61,149 | $11.9M | 10.19% | +4,774+8.5% | Added |
| Northwest Capital Management Inc | 61,125 | $11.9M | 4.97% | +120.0% | Added |
| Symphony Financial, Ltd. Co. | 62,423 | $11.8M | 2.91% | −3,105−4.7% | Reduced |
| Bellevue Asset Management, LLC | 61,037 | $11.8M | 7.43% | −993−1.6% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 62,388 | $11.8M | 8.59% | +250+0.4% | Added |
| Revolve Wealth Partners, LLC | 60,960 | $11.8M | 2.77% | +1,305+2.2% | Added |
| WNY Asset Management, LLC | 60,946 | $11.8M | 2.51% | −1,058−1.7% | Reduced |
| NWK Group, Inc. | 60,933 | $11.8M | 6.92% | −2,832−4.4% | Reduced |
| Sage Rhino Capital LLC | 60,863 | $11.8M | 3.29% | −785−1.3% | Reduced |
| Y.D. More Investments Ltd | 60,834 | $11.8M | 3.00% | −6,216−9.3% | Reduced |
| Oak Hill Wealth Advisors, LLC | 60,858 | $11.8M | 4.35% | −384−0.6% | Reduced |
| Port Capital LLC | 60,781 | $11.8M | 0.71% | +1,220+2.0% | Added |
| Wealth Management Partners, LLC | 60,720 | $11.8M | 7.40% | +2,085+3.6% | Added |
| DeDora Capital, Inc. | 60,673 | $11.8M | 4.56% | −2,336−3.7% | Reduced |
| Highlander Capital Management, LLC | 60,619 | $11.8M | 5.45% | +228+0.4% | Added |
| Sawyer & Company, Inc | 60,599 | $11.7M | 5.37% | +60,599 | New |
| Summit Global Investments | 60,537 | $11.7M | 0.78% | −88,327−59.3% | Reduced |
| GDS Wealth Management | 60,484 | $11.7M | 1.90% | +763+1.3% | Added |
| Chilton Investment Co LLC | 60,451 | $11.7M | 0.34% | +5,232+9.5% | Added |
| Western Pacific Wealth Management, LP | 60,422 | $11.7M | 8.88% | +657+1.1% | Added |
| Garden State Investment Advisory Services LLC | 60,414 | $11.7M | 5.18% | −3,375−5.3% | Reduced |
| Muhlenkamp & Co Inc | 60,370 | $11.7M | 4.15% | +60,370 | New |
| Index Fund Advisors, Inc. | 60,235 | $11.7M | 0.76% | −240.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 60,195 | $11.7M | 2.73% | −255−0.4% | Reduced |
| Legato Capital Management LLC | 60,105 | $11.7M | 1.58% | −12,415−17.1% | Reduced |
| WealthBridge Capital Management, LLC | 60,045 | $11.6M | 4.66% | −2,713−4.3% | Reduced |
| Partners Capital Investment Group, LLP | 60,044 | $11.6M | 0.25% | +60,044 | New |
| Alight Capital Management LP | 60,000 | $11.6M | 4.85% | +35,000+140.0% | Added |
| Brown Capital Management LLC | 59,917 | $11.6M | 0.16% | −2,035−3.3% | Reduced |
| Naviter Wealth, LLC | 59,816 | $11.6M | 2.95% | +10,646+21.7% | Added |
| Northside Capital Management, LLC | 59,806 | $11.6M | 4.02% | +881+1.5% | Added |
| Yoder Wealth Management, Inc. | 59,653 | $11.6M | 9.11% | −839−1.4% | Reduced |
| TLW Wealth Management, LLC | 59,557 | $11.6M | 8.33% | −11,884−16.6% | Reduced |
| Hall Laurie J Trustee | 59,552 | $11.6M | 4.58% | −521−0.9% | Reduced |
| City State Bank | 59,514 | $11.5M | 6.23% | +407+0.7% | Added |
| Alaethes Wealth LLC | 59,447 | $11.5M | 6.33% | +4,200+7.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 59,390 | $11.5M | 5.16% | −1,233−2.0% | Reduced |
| Inspirion Wealth Advisors, LLC | 59,329 | $11.5M | 2.20% | +152+0.3% | Added |
| WealthShield Partners, LLC | 59,280 | $11.5M | 1.73% | −1,358−2.2% | Reduced |
| First Community Trust NA | 59,255 | $11.5M | 12.86% | −495−0.8% | Reduced |
| Marathon Capital Management | 59,224 | $11.5M | 2.84% | +1,706+3.0% | Added |
| L2 Asset Management, LLC | 59,468 | $11.5M | 5.62% | +7,363+14.1% | Added |
| Abbot Financial Management, Inc. | 59,072 | $11.5M | 7.35% | +342+0.6% | Added |
| Citizens & Northern Corp | 59,068 | $11.5M | 4.33% | −2,054−3.4% | Reduced |
| Strait & Sound Wealth Management LLC | 59,058 | $11.5M | 11.35% | −3,362−5.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 59,024 | $11.5M | 8.54% | −90−0.2% | Reduced |
| CWS Financial Advisors, LLC | 59,008 | $11.4M | 4.34% | −2,650−4.3% | Reduced |
| Allegheny Financial Group LTD | 58,991 | $11.4M | 5.41% | −8,917−13.1% | Reduced |
| Bank Hapoalim BM | 58,960 | $11.4M | 1.63% | −977−1.6% | Reduced |
| Eagle Ridge Investment Management | 58,871 | $11.4M | 1.20% | −14,130−19.4% | Reduced |
| Bruce & Co., Inc. | 58,801 | $11.4M | 3.20% | −5,000−7.8% | Reduced |