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 |
|---|---|---|---|---|---|
| Connable Office Inc | 54,287 | $10.5M | 1.44% | −910−1.6% | Reduced |
| First Business Financial Services, Inc. | 54,277 | $10.5M | 1.30% | +40.0% | Added |
| Strengthening Families & Communities, LLC | 54,244 | $10.5M | 4.59% | +7,329+15.6% | Added |
| Barry Investment Advisors, LLC | 54,164 | $10.5M | 3.55% | −973−1.8% | Reduced |
| Spinnaker Investment Group, LLC | 54,062 | $10.5M | 3.45% | −48−0.1% | Reduced |
| Carlson Capital Management | 54,025 | $10.5M | 0.63% | +535+1.0% | Added |
| Peninsula Asset Management Inc | 53,946 | $10.5M | 6.16% | −1,030−1.9% | Reduced |
| SPC Financial, Inc. | 53,807 | $10.4M | 1.13% | +11,471+27.1% | Added |
| Martin & Co Inc | 53,794 | $10.4M | 2.64% | −2,306−4.1% | Reduced |
| Horizon Investment Services, LLC | 53,770 | $10.4M | 6.37% | −148−0.3% | Reduced |
| LWMG, LLC | 53,757 | $10.4M | 2.92% | −30.0% | Reduced |
| TCWP LLC | 53,749 | $10.4M | 2.23% | −8,672−13.9% | Reduced |
| Silvia McColl Wealth Management, LLC | 53,749 | $10.4M | 9.68% | +51+0.1% | Added |
| Burke & Herbert Bank & Trust Co | 53,696 | $10.4M | 7.05% | −3,333−5.8% | Reduced |
| Alera Investment Advisors, LLC | 53,682 | $10.4M | 2.24% | −750−1.4% | Reduced |
| MTM Investment Management, LLC | 53,618 | $10.4M | 5.08% | −512−0.9% | Reduced |
| Paradiem, LLC | 53,547 | $10.4M | 2.96% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 53,488 | $10.4M | 0.02% | −16,665−23.8% | Reduced |
| Blue Zone Wealth Advisors, LLC | 53,329 | $10.3M | 4.77% | +84+0.2% | Added |
| Palogic Value Management, L.P. | 53,308 | $10.3M | 4.85% | −1,216−2.2% | Reduced |
| Hollow Brook Wealth Management LLC | 53,280 | $10.3M | 4.47% | −8,889−14.3% | Reduced |
| N.E.W. Advisory Services LLC | 53,274 | $10.3M | 1.44% | −2,539−4.5% | Reduced |
| Heartland Bank & Trust Co | 53,274 | $10.3M | 8.08% | −4,023−7.0% | Reduced |
| Rock Point Advisors, LLC | 53,261 | $10.3M | 3.39% | −957−1.8% | Reduced |
| jvl associates llc | 53,237 | $10.3M | 5.02% | −683−1.3% | Reduced |
| Eukles Asset Management | 53,182 | $10.3M | 5.27% | +221+0.4% | Added |
| Cornerstone Capital, Inc. | 52,924 | $10.3M | 1.19% | +5,742+12.2% | Added |
| Clearwater Capital Advisors, LLC | 52,857 | $10.3M | 1.22% | −5,362−9.2% | Reduced |
| Institutional & Family Asset Management, LLC | 52,782 | $10.2M | 1.67% | +787+1.5% | Added |
| HBW Advisory Services LLC | 52,738 | $10.2M | 2.22% | +6,182+13.3% | Added |
| Advanced Asset Management Advisors Inc | 52,730 | $10.2M | 2.37% | +200+0.4% | Added |
| Ballast, Inc. | 52,723 | $10.2M | 3.92% | +67+0.1% | Added |
| Chesapeake Wealth Management | 52,696 | $10.2M | 4.03% | −127−0.2% | Reduced |
| Charles Carroll Financial Partners, LLC | 52,664 | $10.2M | 13.02% | +80+0.2% | Added |
| Integrated Investment Consultants, LLC | 52,456 | $10.2M | 3.22% | −900−1.7% | Reduced |
| Concord Wealth Partners | 52,355 | $10.2M | 2.19% | +10,334+24.6% | Added |
| Searcy Financial Services Inc | 52,255 | $10.1M | 5.89% | −1,048−2.0% | Reduced |
| Nixon Peabody Trust Co | 52,255 | $10.1M | 8.22% | −13,581−20.6% | Reduced |
| Rede Wealth, LLC | 52,235 | $10.1M | 4.81% | −841−1.6% | Reduced |
| WS Portfolio Advisory, LLC | 52,177 | $10.1M | 2.33% | −26,635−33.8% | Reduced |
| Gunderson Capital Management Inc. | 52,176 | $10.1M | 6.69% | −2,260−4.2% | Reduced |
| Geller Advisors LLC | 52,061 | $10.1M | 1.26% | +4,796+10.1% | Added |
| Cim Investment Mangement Inc | 51,958 | $10.1M | 3.43% | +108+0.2% | Added |
| Alterity Financial Group, LLC | 51,941 | $10.1M | 14.56% | −8,243−13.7% | Reduced |
| TFC Financial Management | 51,815 | $10.1M | 2.47% | −20.0% | Reduced |
| First County Bank | 51,784 | $10.0M | 4.87% | −2,132−4.0% | Reduced |
| Arden Trust Co | 51,780 | $10.0M | 1.65% | −3,191−5.8% | Reduced |
| Clarity Financial LLC | 51,745 | $10.0M | 1.49% | +48,800+1,657.0% | Added |
| B & T Capital Management DBA Alpha Capital Management | 77,229 | $10.0M | 2.51% | 00.0% | Unchanged |
| Ellerson Group Inc | 51,721 | $10.0M | 9.55% | −940−1.8% | Reduced |
| Peak Financial Management, Inc. | 51,659 | $10.0M | 3.57% | −351−0.7% | Reduced |
| Laraway Financial Inc | 51,631 | $10.0M | 9.90% | −1,829−3.4% | Reduced |
| Planning Alternatives Ltd | 51,378 | $9.97M | 1.83% | −287−0.6% | Reduced |
| Portland Global Advisors LLC | 51,359 | $9.96M | 1.63% | −898−1.7% | Reduced |
| Marshall Financial Group LLC | 51,357 | $9.96M | 3.40% | −1,522−2.9% | Reduced |
| Levy Wealth Management Group, LLC | 51,320 | $9.95M | 2.95% | −630−1.2% | Reduced |
| Pacifica Partners Inc. | 52,019 | $9.95M | 5.63% | −2,236−4.1% | Reduced |
| Kensington Investment Counsel, LLC | 51,306 | $9.95M | 6.31% | +6,200+13.7% | Added |
| Calton & Associates, Inc. | 51,242 | $9.94M | 4.64% | −327−0.6% | Reduced |
| Kozak & Associates, Inc. | 51,583 | $9.93M | 4.01% | +1,189+2.4% | Added |
| Wealth Advisors of Tampa Bay, LLC | 51,181 | $9.93M | 5.44% | −2,305−4.3% | Reduced |
| Affiance Financial, LLC | 51,137 | $9.92M | 4.83% | +98+0.2% | Added |
| Gateway Advisory, LLC | 50,925 | $9.88M | 2.09% | −282−0.6% | Reduced |
| Modus Advisors, LLC | 50,821 | $9.86M | 4.23% | −2,652−5.0% | Reduced |
| Triad Financial Advisors, Inc. | 50,800 | $9.85M | 4.05% | −605−1.2% | Reduced |
| Wambolt & Associates, LLC | 119,438 | $9.85M | 3.51% | +1,125+1.0% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 50,722 | $9.84M | 3.20% | −1,150−2.2% | Reduced |
| McMahon Financial Advisors, LLC | 50,679 | $9.83M | 3.09% | −3,309−6.1% | Reduced |
| Cross Staff Investments Inc | 50,676 | $9.83M | 9.02% | −1,720−3.3% | Reduced |
| William Allan, LLC | 50,670 | $9.83M | 7.53% | −1,070−2.1% | Reduced |
| Cheviot Value Management, LLC | 50,669 | $9.83M | 2.14% | +1,140+2.3% | Added |
| Ayalon Holdings Ltd. | 50,643 | $9.82M | 4.11% | +60.0% | Added |
| Core Wealth Partners LLC | 50,543 | $9.80M | 9.06% | +5,236+11.6% | Added |
| Monetta Financial Services Inc | 50,500 | $9.80M | 9.58% | −1,500−2.9% | Reduced |
| Coastal Capital Group, Inc. | 50,457 | $9.79M | 2.11% | +765+1.5% | Added |
| AlphaStar Capital Management, LLC | 50,416 | $9.78M | 1.10% | −2,159−4.1% | Reduced |
| LBMC Investment Advisors, LLC | 50,413 | $9.78M | 0.96% | −4,935−8.9% | Reduced |
| Marino, Stram & Associates LLC | 50,370 | $9.77M | 2.77% | +864+1.7% | Added |
| Marvin & Palmer Associates Inc | 50,338 | $9.76M | 4.40% | −1,230−2.4% | Reduced |
| Grace & Mercy Foundation, Inc. | 50,300 | $9.76M | 2.97% | −59,000−54.0% | Reduced |
| Enterprise Financial Services Corp | 50,270 | $9.75M | 6.20% | −4,641−8.5% | Reduced |
| Bridgeworth, LLC | 50,126 | $9.72M | 1.07% | +1,193+2.4% | Added |
| ML & R Wealth Management LLC | 50,071 | $9.71M | 2.14% | +28,743+134.8% | Added |
| WBI Investments | 50,052 | $9.71M | 1.76% | +50,052 | New |
| Gemmer Asset Management LLC | 50,013 | $9.70M | 1.32% | +6,974+16.2% | Added |
| Invst, LLC | 50,010 | $9.70M | 1.40% | −2,794−5.3% | Reduced |
| Bright Rock Capital Management, LLC | 50,000 | $9.70M | 2.26% | 00.0% | Unchanged |
| Kentucky Farm Bureau Mutual Insurance Co | 50,000 | $9.70M | 2.69% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 49,979 | $9.69M | 1.55% | −4,241−7.8% | Reduced |
| TSFG, LLC | 49,852 | $9.67M | 3.60% | −887−1.7% | Reduced |
| Acima Private Wealth, LLC | 49,697 | $9.64M | 4.61% | 00.0% | Unchanged |
| Security National Bank of So Dak | 49,648 | $9.63M | 6.87% | +49,648 | New |
| ORG Partners LLC | 49,868 | $9.62M | 1.56% | −4,296−7.9% | Reduced |
| Buck Wealth Strategies, LLC | 49,495 | $9.60M | 4.16% | +523+1.1% | Added |
| Key Client Fiduciary Advisors, LLC | 49,377 | $9.58M | 5.60% | +106+0.2% | Added |
| Norway Savings Bank | 49,371 | $9.58M | 5.22% | −1,845−3.6% | Reduced |
| Unigestion Holding SA | 50,460 | $9.57M | 0.55% | −91,067−64.3% | Reduced |
| Next Level Private LLC | 50,696 | $9.56M | 6.18% | −297−0.6% | Reduced |
| Highline Wealth Partners LLC | 49,288 | $9.56M | 6.02% | +468+1.0% | Added |
| Kemnay Advisory Services Inc. | 49,272 | $9.56M | 4.20% | −493−1.0% | Reduced |