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 11 sales; 6,152 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 | 6,152 | $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 |
|---|---|---|---|---|---|
| Investment Advisory Services Inc | 58,743 | $11.4M | 4.81% | −210−0.4% | Reduced |
| Alhambra Investment Partners LLC | 58,725 | $11.4M | 7.52% | −361−0.6% | Reduced |
| Titleist Asset Management, LLC | 58,681 | $11.4M | 2.24% | −8,691−12.9% | Reduced |
| Fairfield Financial Advisors, LTD | 58,656 | $11.4M | 4.55% | −522−0.9% | Reduced |
| Aigen Investment Management, LP | 58,654 | $11.4M | 1.68% | +58,654 | New |
| Roman Butler Fullerton & Co | 58,267 | $11.4M | 5.22% | +924+1.6% | Added |
| Menlo Advisors LLC | 58,571 | $11.4M | 7.16% | −625−1.1% | Reduced |
| REDW Wealth LLC | 58,534 | $11.4M | 3.41% | −270.0% | Reduced |
| Coston, McIsaac & Partners | 58,497 | $11.3M | 3.90% | +88+0.2% | Added |
| Tyler-Stone Wealth Management | 58,479 | $11.3M | 6.41% | +58,479 | New |
| Brick & Kyle, Associates | 60,485 | $11.3M | 6.07% | −211−0.3% | Reduced |
| Capital Advantage, Inc. | 60,018 | $11.3M | 2.36% | +69+0.1% | Added |
| Lee Johnson Capital Management, LLC | 58,315 | $11.3M | 10.72% | −2,056−3.4% | Reduced |
| Soundwatch Capital LLC | 58,131 | $11.3M | 2.88% | −6,037−9.4% | Reduced |
| Castle Rock Wealth Management, LLC | 59,094 | $11.3M | 3.86% | −1,462−2.4% | Reduced |
| Meridian Investment Counsel Inc. | 58,258 | $11.3M | 4.03% | −1,206−2.0% | Reduced |
| Capital Performance Advisors LLP | 58,111 | $11.3M | 5.56% | +750+1.3% | Added |
| Everhart Financial Group, Inc. | 66,499 | $11.3M | 4.73% | +13,690+25.9% | Added |
| Atlantic Trust, LLC | 65,177 | $11.3M | 3.62% | −7,872−10.8% | Reduced |
| Lafayette Investments, Inc. | 57,998 | $11.2M | 2.96% | −439−0.8% | Reduced |
| Baxter Bros Inc | 57,970 | $11.2M | 1.67% | −3,013−4.9% | Reduced |
| KLCM Advisors, Inc. | 57,963 | $11.2M | 2.20% | −233−0.4% | Reduced |
| Trail Ridge Investment Advisors, LLC | 57,952 | $11.2M | 6.94% | −1,823−3.0% | Reduced |
| Satovsky Asset Management LLC | 57,946 | $11.2M | 3.80% | +136+0.2% | Added |
| Lincoln Capital LLC | 57,923 | $11.2M | 2.89% | +994+1.7% | Added |
| Strategic Financial Concepts, LLC | 57,897 | $11.2M | 4.14% | −190.0% | Reduced |
| Vectors Research Management, LLC | 57,880 | $11.2M | 3.19% | −292−0.5% | Reduced |
| Eastover Investment Advisors LLC | 57,809 | $11.2M | 5.98% | −1,237−2.1% | Reduced |
| First United Bank Trust | 57,799 | $11.2M | 4.98% | −1,293−2.2% | Reduced |
| McLean Asset Management Corp | 57,718 | $11.2M | 4.39% | −670−1.1% | Reduced |
| Arlington Partners LLC | 57,679 | $11.2M | 1.73% | −1,067−1.8% | Reduced |
| Eagle Capital Management, LLC | 57,623 | $11.2M | 6.25% | −790−1.4% | Reduced |
| Meritas Wealth Management, LLC | 57,572 | $11.2M | 8.39% | −5,815−9.2% | Reduced |
| Sterling Financial Group, Inc. | 57,418 | $11.1M | 7.39% | −630−1.1% | Reduced |
| Boston Research & Management Inc | 57,290 | $11.1M | 3.15% | −530−0.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 56,965 | $11.0M | 6.30% | −203−0.4% | Reduced |
| Clay Northam Wealth Management, LLC | 56,927 | $11.0M | 10.50% | +54+0.1% | Added |
| Delta Asset Management LLC | 56,911 | $11.0M | 1.10% | −230.0% | Reduced |
| Royal Fund Management, LLC | 56,897 | $11.0M | 1.56% | −6,369−10.1% | Reduced |
| Private Portfolio Partners LLC | 56,892 | $11.0M | 2.83% | −1,830−3.1% | Reduced |
| Excalibur Management Corp | 56,829 | $11.0M | 5.62% | −2,834−4.8% | Reduced |
| Q Capital Solutions | 56,741 | $11.0M | 9.66% | −3,840−6.3% | Reduced |
| Merrion Investment Management Co, LLC | 56,716 | $11.0M | 9.33% | −2,500−4.2% | Reduced |
| Vivaldi Capital Management, LLC | 56,696 | $11.0M | 3.39% | +778+1.4% | Added |
| Redwood Investment Management, LLC | 56,691 | $11.0M | 1.13% | −3,377−5.6% | Reduced |
| Sovereign Financial Group, Inc. | 56,657 | $11.0M | 3.58% | +840+1.5% | Added |
| Alkeon Capital Management LLC | 56,627 | $11.0M | 0.07% | 00.0% | Unchanged |
| Benson Investment Management Company, Inc. | 56,578 | $11.0M | 6.09% | −3,442−5.7% | Reduced |
| NovaPoint Capital, LLC | 56,528 | $11.0M | 4.09% | −70.0% | Reduced |
| ICA Group Wealth Management, LLC | 56,504 | $11.0M | 2.75% | −36,690−39.4% | Reduced |
| Austin Private Wealth, LLC | 56,428 | $10.9M | 1.58% | −991−1.7% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 56,374 | $10.9M | 7.35% | +604+1.1% | Added |
| White Pine Capital LLC | 56,309 | $10.9M | 4.08% | +804+1.4% | Added |
| Global Trust Asset Management, LLC | 56,300 | $10.9M | 4.91% | −353−0.6% | Reduced |
| Ashburton (Jersey) Ltd | 56,274 | $10.9M | 5.31% | −1,709−2.9% | Reduced |
| Waddell & Associates, LLC | 56,253 | $10.9M | 1.60% | +263+0.5% | Added |
| WealthBridge Investment Counsel Inc. | 56,222 | $10.9M | 4.59% | −4,430−7.3% | Reduced |
| Farther Finance Advisors, LLC | 56,203 | $10.9M | 2.38% | +22,276+65.7% | Added |
| SJS Investment Consulting Inc. | 56,197 | $10.9M | 2.74% | −697−1.2% | Reduced |
| Timber Creek Capital Management LLC | 56,148 | $10.9M | 3.75% | −90−0.2% | Reduced |
| Columbia Trust Co 01012016 | 56,111 | $10.9M | 6.11% | +363+0.7% | Added |
| Walkner Condon Financial Advisors LLC | 56,061 | $10.9M | 2.88% | +5,211+10.2% | Added |
| Amplius Wealth Advisors, LLC | 56,054 | $10.9M | 1.46% | −1,815−3.1% | Reduced |
| McIlrath & Eck, LLC | 56,009 | $10.9M | 2.28% | −364−0.6% | Reduced |
| Harbour Investment Management LLC | 55,985 | $10.9M | 5.71% | −4,173−6.9% | Reduced |
| Trust Investment Advisors | 55,895 | $10.8M | 8.75% | −430−0.8% | Reduced |
| Beacon Financial Group | 57,144 | $10.8M | 1.47% | +593+1.0% | Added |
| Evexia Wealth LLC | 55,920 | $10.8M | 5.20% | −93−0.2% | Reduced |
| Valley Brook Capital Group | 55,724 | $10.8M | 9.98% | −2,370−4.1% | Reduced |
| Beech Hill Advisors, Inc. | 55,712 | $10.8M | 5.25% | −8,162−12.8% | Reduced |
| Patriot Investment Management Inc. | 55,670 | $10.8M | 0.91% | −5,793−9.4% | Reduced |
| Nkcfo LLC | 55,600 | $10.8M | 4.97% | 00.0% | Unchanged |
| Allstate Corp | 55,517 | $10.8M | 0.69% | 00.0% | Unchanged |
| Congress Park Capital LLC | 55,457 | $10.8M | 6.03% | −3,547−6.0% | Reduced |
| Prosperity Financial Group, Inc. | 55,445 | $10.8M | 9.47% | +6,691+13.7% | Added |
| Zimmermann Investment Management & Planning LLC | 55,433 | $10.8M | 5.00% | +172+0.3% | Added |
| Silverlake Wealth Management LLC | 55,392 | $10.7M | 5.97% | +213+0.4% | Added |
| Lincoln Capital Corp | 55,309 | $10.7M | 5.50% | −52−0.1% | Reduced |
| Aurora Investment Managers, LLC. | 55,291 | $10.7M | 8.18% | +1,719+3.2% | Added |
| Kathmere Capital Management, LLC | 55,206 | $10.7M | 1.67% | +4,416+8.7% | Added |
| Round Rock Advisors, LLC | 55,199 | $10.7M | 3.87% | −1,175−2.1% | Reduced |
| Wisconsin Capital Management LLC | 55,175 | $10.7M | 6.93% | −6,681−10.8% | Reduced |
| Tradewinds, LLC. | 55,084 | $10.7M | 6.30% | +594+1.1% | Added |
| Trinity Legacy Partners, LLC | 55,040 | $10.7M | 3.73% | −1,415−2.5% | Reduced |
| Clarus Group, Inc. | 55,031 | $10.7M | 7.79% | −5,215−8.7% | Reduced |
| Deuterium Capital Management, LLC | 55,030 | $10.7M | 14.97% | +28,030+103.8% | Added |
| Bonness Enterprises Inc | 54,940 | $10.7M | 4.80% | 00.0% | Unchanged |
| Barometer Capital Management Inc. | 54,980 | $10.7M | 2.84% | −2,960−5.1% | Reduced |
| Fortis Group Advisors, LLC | 54,812 | $10.6M | 2.82% | −191−0.3% | Reduced |
| Asset Management Advisors, LLC | 54,697 | $10.6M | 9.21% | −1,160−2.1% | Reduced |
| Connolly Sarah T. | 54,673 | $10.6M | 6.41% | −543−1.0% | Reduced |
| Signature Wealth Management Partners, LLC | 54,612 | $10.6M | 9.82% | −5,368−8.9% | Reduced |
| Channel Wealth LLC | 54,583 | $10.6M | 6.09% | +111+0.2% | Added |
| Archford Capital Strategies, LLC | 54,883 | $10.6M | 2.01% | +768+1.4% | Added |
| Carl P. Sherr & Co., LLC | 54,391 | $10.6M | 6.93% | −772−1.4% | Reduced |
| Stiles Financial Services Inc | 54,389 | $10.5M | 5.24% | −3,669−6.3% | Reduced |
| High Falls Advisors, Inc | 54,383 | $10.5M | 3.01% | +2,495+4.8% | Added |
| Cottage Street Advisors LLC | 54,374 | $10.5M | 7.67% | −2,530−4.4% | Reduced |
| Family Capital Trust Co | 54,343 | $10.5M | 3.68% | −174−0.3% | Reduced |
| Atticus Wealth Management, LLC | 54,334 | $10.5M | 3.88% | −1,209−2.2% | Reduced |