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 |
|---|---|---|---|---|---|
| Spirit of America Management Corp | 49,232 | $9.55M | 2.15% | −100−0.2% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 49,213 | $9.55M | 0.70% | −33,155−40.3% | Reduced |
| Concentric Wealth Management, LLC | 49,186 | $9.54M | 3.03% | −1,319−2.6% | Reduced |
| Ninety One SA (PTY) Ltd | 49,545 | $9.54M | 2.36% | +4,957+11.1% | Added |
| Northstar Advisory Group, LLC | 49,097 | $9.52M | 6.23% | +31,938+186.1% | Added |
| Ground Swell Capital, LLC | 49,058 | $9.52M | 23.32% | +49,058 | New |
| Invesco, LLC | 48,892 | $9.48M | 4.66% | +48,892 | New |
| Patron Partners Advisors, LLC | 48,878 | $9.48M | 6.70% | −336−0.7% | Reduced |
| Buffington Mohr McNeal | 48,862 | $9.48M | 2.05% | +1,582+3.3% | Added |
| Alan B. Lancz & Associates, Inc. | 48,844 | $9.47M | 10.13% | −1,620−3.2% | Reduced |
| Davidson Trust Co | 48,744 | $9.45M | 6.84% | −66−0.1% | Reduced |
| D.B. Root & Company, LLC | 48,727 | $9.45M | 3.58% | −712−1.4% | Reduced |
| Mystic Asset Management, Inc. | 48,719 | $9.45M | 5.07% | −2,345−4.6% | Reduced |
| Waypoint Capital Advisors, LLC | 48,641 | $9.43M | 2.94% | −842−1.7% | Reduced |
| Strong Tower Advisory Services | 48,621 | $9.43M | 4.47% | −156−0.3% | Reduced |
| Bridge Advisory, LLC | 48,604 | $9.43M | 3.46% | +5,759+13.4% | Added |
| HWG Holdings LP | 48,549 | $9.42M | 4.46% | +1,162+2.5% | Added |
| Paragon Wealth Strategies, LLC | 48,534 | $9.41M | 2.97% | +1,249+2.6% | Added |
| Exeter Financial, LLC | 49,986 | $9.40M | 4.85% | −8,521−14.6% | Reduced |
| Benedetti & Gucer, Inc. | 48,429 | $9.39M | 4.83% | +231+0.5% | Added |
| Graphene Investments SAS | 48,400 | $9.39M | 6.19% | −7,400−13.3% | Reduced |
| Centerpoint Advisors, LLC | 48,393 | $9.39M | 3.81% | −2,809−5.5% | Reduced |
| Jmac Enterprises LLC | 48,320 | $9.37M | 2.32% | +479+1.0% | Added |
| Wealthquest Corp | 48,276 | $9.36M | 1.12% | +20.0% | Added |
| Auxano Advisors, LLC | 56,766 | $9.36M | 3.74% | 00.0% | Unchanged |
| Algert Global LLC | 48,139 | $9.34M | 0.41% | +122+0.3% | Added |
| Gs Investments, Inc. | 48,131 | $9.34M | 5.09% | −43−0.1% | Reduced |
| 626 Financial, LLC | 48,052 | $9.32M | 5.96% | −1,361−2.8% | Reduced |
| McMillion Capital Management Inc | 48,020 | $9.31M | 8.29% | −548−1.1% | Reduced |
| Intact Investment Management Inc. | 48,000 | $9.31M | 0.38% | −4,500−8.6% | Reduced |
| Delaney Dennis R | 47,927 | $9.30M | 5.66% | +11,380+31.1% | Added |
| HHM Wealth Advisors, LLC | 47,926 | $9.30M | 1.74% | +4,794+11.1% | Added |
| Headinvest, LLC | 52,283 | $9.30M | 2.00% | −3,559−6.4% | Reduced |
| Purus Wealth Management, LLC | 47,883 | $9.29M | 6.02% | +272+0.6% | Added |
| Dover Advisors, LLC | 47,880 | $9.29M | 8.24% | −1,266−2.6% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 47,816 | $9.27M | 7.33% | −2,002−4.0% | Reduced |
| Waterloo Capital, L.P. | 47,774 | $9.27M | 2.74% | +2,171+4.8% | Added |
| LCM Capital Management Inc | 47,556 | $9.22M | 7.49% | +1,915+4.2% | Added |
| Analyst IMS Investment Management Services Ltd. | 48,652 | $9.22M | 0.62% | +90+0.2% | Added |
| My Legacy Advisors, LLC | 48,380 | $9.22M | 3.62% | +10,114+26.4% | Added |
| Stokes Capital Advisors, LLC | 47,385 | $9.19M | 3.10% | −8,318−14.9% | Reduced |
| Lynch & Associates | 47,382 | $9.19M | 2.35% | −927−1.9% | Reduced |
| Truepoint, Inc. | 47,378 | $9.19M | 0.30% | +104+0.2% | Added |
| Armstrong Shaw Associates Inc | 47,351 | $9.18M | 9.35% | −5,856−11.0% | Reduced |
| Retirement Planning Co of New England, Inc. | 47,319 | $9.18M | 5.29% | −1,591−3.3% | Reduced |
| DAGCO, Inc. | 47,259 | $9.17M | 4.56% | −665−1.4% | Reduced |
| Old North State Trust, LLC | 47,239 | $9.16M | 6.77% | +992+2.1% | Added |
| Itau Unibanco Holding S.A. | 47,189 | $9.15M | 0.43% | −13,732−22.5% | Reduced |
| NEIRG Wealth Management, LLC | 47,187 | $9.15M | 1.69% | −7,516−13.7% | Reduced |
| Lebenthal Global Advisors, LLC | 47,067 | $9.13M | 2.65% | −2,695−5.4% | Reduced |
| CNB Bank | 47,062 | $9.13M | 5.37% | −1,666−3.4% | Reduced |
| Genus Capital Management Inc. | 47,016 | $9.12M | 1.34% | +47,016 | New |
| Highview Capital Management LLC | 46,871 | $9.09M | 4.89% | −207−0.4% | Reduced |
| Investmark Advisory Group LLC | 46,794 | $9.08M | 6.05% | +288+0.6% | Added |
| Redwood Investments, LLC | 46,783 | $9.07M | 1.11% | −974−2.0% | Reduced |
| Ceera Investments, LLC | 46,753 | $9.07M | 5.24% | −75−0.2% | Reduced |
| Sandhill Capital Partners LLC | 46,669 | $9.05M | 0.83% | −1,793−3.7% | Reduced |
| Syntegra Private Wealth Group, LLC | 46,645 | $9.05M | 1.38% | +1,622+3.6% | Added |
| Diversified, LLC | 46,622 | $9.04M | 2.30% | −2,437−5.0% | Reduced |
| Pettinga Financial Advisors, LLC | 46,563 | $9.03M | 2.68% | +65+0.1% | Added |
| Redhawk Wealth Advisors, Inc. | 46,553 | $9.03M | 2.76% | +14,440+45.0% | Added |
| Banta Asset Management LP | 46,549 | $9.03M | 10.53% | −6,912−12.9% | Reduced |
| Waterfront Wealth Inc. | 46,519 | $9.02M | 2.68% | +218+0.5% | Added |
| Pacific Wealth Strategies Group, Inc. | 46,403 | $9.00M | 9.21% | −1,452−3.0% | Reduced |
| CVA Family Office, LLC | 46,383 | $9.00M | 1.89% | −58−0.1% | Reduced |
| Wealth Alliance Advisory Group, LLC | 46,329 | $8.99M | 3.17% | −461−1.0% | Reduced |
| Atlas Private Wealth Management | 46,278 | $8.98M | 4.73% | −1,557−3.3% | Reduced |
| Financial Council Asset Management Inc | 46,222 | $8.97M | 6.84% | −272−0.6% | Reduced |
| Genesee Capital Advisors, LLC | 46,157 | $8.95M | 6.10% | −4,320−8.6% | Reduced |
| Sather Financial Group Inc | 46,117 | $8.95M | 0.72% | +1,665+3.7% | Added |
| Baker Ellis Asset Management LLC | 46,089 | $8.94M | 1.52% | −1,976−4.1% | Reduced |
| Capital Advisors Wealth Management, LLC | 45,932 | $8.91M | 2.28% | +474+1.0% | Added |
| Tanaka Capital Management Inc | 45,775 | $8.88M | 24.00% | −460−1.0% | Reduced |
| Infusive Asset Management Inc. | 46,285 | $8.88M | 6.77% | −6,475−12.3% | Reduced |
| Sax Wealth Advisors, LLC | 45,744 | $8.87M | 1.77% | −318−0.7% | Reduced |
| Garner Asset Management Corp | 45,711 | $8.87M | 5.15% | −8,313−15.4% | Reduced |
| Beacon Capital Management, LLC | 45,699 | $8.86M | 2.35% | +3,090+7.3% | Added |
| Parisi Gray Wealth Management | 53,750 | $8.86M | 4.05% | +17,461+48.1% | Added |
| Sonata Capital Group Inc | 45,669 | $8.86M | 4.58% | +30.0% | Added |
| JT Stratford LLC | 45,578 | $8.84M | 2.38% | −780−1.7% | Reduced |
| Pine Haven Investment Counsel, Inc | 45,571 | $8.84M | 8.81% | −1,069−2.3% | Reduced |
| Financial Enhancement Group LLC | 45,866 | $8.83M | 1.63% | −4,831−9.5% | Reduced |
| RPg Family Wealth Advisory, LLC | 45,471 | $8.82M | 3.53% | −3,883−7.9% | Reduced |
| Chapman Investment Management, LLC | 45,413 | $8.81M | 6.98% | +41+0.1% | Added |
| Clarus Wealth Advisors | 46,185 | $8.81M | 5.35% | −1,831−3.8% | Reduced |
| BHK Investment Advisors, LLC | 45,392 | $8.80M | 3.77% | −3,045−6.3% | Reduced |
| Vigilare Wealth Management | 45,368 | $8.80M | 5.08% | −1,634−3.5% | Reduced |
| Ascension Asset Management LLC | 45,324 | $8.79M | 5.37% | +45,324 | New |
| Agate Pass Investment Management, LLC | 45,301 | $8.79M | 5.33% | +406+0.9% | Added |
| Advisor Resource Council | 45,299 | $8.79M | 5.13% | −19,382−30.0% | Reduced |
| Matisse Capital | 45,267 | $8.78M | 5.45% | 00.0% | Unchanged |
| Bank of Stockton | 45,226 | $8.77M | 3.01% | +829+1.9% | Added |
| Spouting Rock Asset Management, LLC | 45,182 | $8.76M | 3.17% | −675−1.5% | Reduced |
| North Growth Management Ltd. | 45,000 | $8.75M | 1.80% | −5,000−10.0% | Reduced |
| Family Legacy, Inc. | 45,127 | $8.75M | 3.52% | −4,105−8.3% | Reduced |
| Studio Investment Management LLC | 45,098 | $8.75M | 2.45% | −761−1.7% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 45,091 | $8.75M | 1.92% | −541−1.2% | Reduced |
| White Pine Investment CO | 45,088 | $8.75M | 3.02% | −1,221−2.6% | Reduced |
| Bessemer Securities LLC | 45,073 | $8.74M | 5.81% | −26,850−37.3% | Reduced |
| Curated Wealth Partners LLC | 45,069 | $8.74M | 1.70% | −20.0% | Reduced |