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 |
|---|---|---|---|---|---|
| Greenline Partners, LLC | 41,299 | $8.01M | 1.50% | −154−0.4% | Reduced |
| Ravenstone Capital Management Inc. | 41,266 | $8.00M | 6.29% | −45−0.1% | Reduced |
| Planning Center, Inc. | 41,249 | $8.00M | 2.03% | +190+0.5% | Added |
| Private Wealth Strategies, L.L.C. | 41,221 | $8.00M | 1.92% | −2,175−5.0% | Reduced |
| Curtis Advisory Group, LLC | 41,207 | $7.99M | 2.56% | +313+0.8% | Added |
| Derbend Asset Management | 41,204 | $7.99M | 5.41% | +429+1.1% | Added |
| Virtue Capital Management, LLC | 41,762 | $7.99M | 1.36% | +2,981+7.7% | Added |
| IFG Advisors, LLC | 41,147 | $7.98M | 2.83% | +215+0.5% | Added |
| Oarsman Capital, Inc. | 41,116 | $7.98M | 3.49% | −1,521−3.6% | Reduced |
| Northwest Wealth Management, LLC | 41,116 | $7.98M | 2.89% | −479−1.2% | Reduced |
| Altrafin AG | 41,067 | $7.97M | 3.58% | −818−2.0% | Reduced |
| Commons Capital, LLC | 41,039 | $7.96M | 12.00% | −541−1.3% | Reduced |
| Socorro Asset Management LP | 41,020 | $7.96M | 3.36% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 41,001 | $7.95M | 1.45% | −254−0.6% | Reduced |
| LGT Fund Management Co Ltd. | 40,900 | $7.93M | 3.65% | −1,700−4.0% | Reduced |
| Slagle Financial, LLC | 40,889 | $7.93M | 4.94% | +40,889 | New |
| Madden Securities Corp | 40,887 | $7.93M | 4.06% | −3,414−7.7% | Reduced |
| Security Financial Services, INC. | 40,687 | $7.89M | 2.24% | +2,444+6.4% | Added |
| Childress Capital Advisors, LLC | 40,645 | $7.88M | 3.34% | −6,584−13.9% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 40,611 | $7.88M | 1.36% | +1,532+3.9% | Added |
| Gray Wealth Management Inc. | 40,596 | $7.87M | 3.96% | −1,854−4.4% | Reduced |
| MSH Capital Advisors LLC | 40,580 | $7.87M | 2.88% | +4,488+12.4% | Added |
| Orser Capital Management, LLC | 40,466 | $7.85M | 7.99% | −190−0.5% | Reduced |
| IMA Wealth, Inc. | 40,456 | $7.85M | 2.02% | −1,067−2.6% | Reduced |
| WestHill Financial Advisors, Inc. | 40,455 | $7.85M | 2.22% | −1,476−3.5% | Reduced |
| Shorepoint Capital Partners LLC | 40,412 | $7.84M | 2.21% | −4,857−10.7% | Reduced |
| Riversedge Advisors, LLC | 40,396 | $7.84M | 2.15% | +53+0.1% | Added |
| Windle Wealth, LLC | 40,387 | $7.83M | 5.65% | −550−1.3% | Reduced |
| Wayfinding Financial, LLC | 39,948 | $7.82M | 5.43% | −285−0.7% | Reduced |
| Colonial River Wealth Management, LLC | 40,304 | $7.82M | 5.14% | −1,942−4.6% | Reduced |
| Heirloom Wealth Management | 40,279 | $7.81M | 3.39% | +1,646+4.3% | Added |
| American Financial Advisors, LLC | 40,244 | $7.81M | 1.22% | −1,226−3.0% | Reduced |
| Bull Street Advisors, LLC | 40,219 | $7.80M | 4.00% | −736−1.8% | Reduced |
| Sandy Cove Advisors, LLC | 40,166 | $7.79M | 4.43% | +4,808+13.6% | Added |
| Townsend Asset Management Corp | 40,142 | $7.79M | 3.73% | +223+0.6% | Added |
| PBMares Wealth Management LLC | 40,114 | $7.78M | 2.78% | −151−0.4% | Reduced |
| Cambridge Advisors Inc. | 40,053 | $7.77M | 1.99% | −10,710−21.1% | Reduced |
| Alta Advisers Ltd | 40,000 | $7.76M | 4.36% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 39,953 | $7.75M | 1.85% | +41+0.1% | Added |
| Traverso Chambers Private Wealth Management, LLC | 39,935 | $7.75M | 2.03% | +205+0.5% | Added |
| Vance Wealth, Inc. | 39,913 | $7.74M | 3.52% | −2,971−6.9% | Reduced |
| Denver Wealth Management, Inc. | 39,893 | $7.74M | 5.40% | −546−1.4% | Reduced |
| Aft, Forsyth & Company, Inc. | 39,754 | $7.71M | 5.48% | −1,119−2.7% | Reduced |
| Colorado Capital Management, Inc. | 39,758 | $7.71M | 5.69% | +641+1.6% | Added |
| Moss Adams Wealth Advisors LLC | 39,745 | $7.71M | 2.52% | −3,660−8.4% | Reduced |
| Second Half Financial Partners, LLC | 39,741 | $7.71M | 1.76% | +11,332+39.9% | Added |
| Benchmark Investment Advisors LLC | 39,711 | $7.70M | 7.10% | +1,843+4.9% | Added |
| Family Firm, Inc. | 39,653 | $7.69M | 2.03% | −423−1.1% | Reduced |
| WR Wealth Planners, LLC | 39,638 | $7.69M | 2.98% | +860+2.2% | Added |
| Left Brain Wealth Management, LLC | 39,548 | $7.67M | 4.68% | −654−1.6% | Reduced |
| ERn Financial, LLC | 39,412 | $7.64M | 1.60% | +372+1.0% | Added |
| Bulltick Wealth Management, LLC | 39,299 | $7.62M | 1.79% | −21,383−35.2% | Reduced |
| Seelaus Asset Management LLC | 39,256 | $7.61M | 5.99% | −6,433−14.1% | Reduced |
| WD Rutherford LLC | 39,202 | $7.60M | 4.86% | −795−2.0% | Reduced |
| Weaver Consulting Group | 39,014 | $7.57M | 3.34% | −1,374−3.4% | Reduced |
| First Command Bank | 38,728 | $7.51M | 0.71% | +5,742+17.4% | Added |
| First Command Financial Services, Inc. | 38,728 | $7.51M | 0.71% | +5,742+17.4% | Added |
| Sky Investment Group LLC | 38,668 | $7.50M | 1.63% | −505−1.3% | Reduced |
| Pacitti Group Inc. | 38,630 | $7.49M | 5.28% | −933−2.4% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 38,617 | $7.49M | 4.76% | −5,812−13.1% | Reduced |
| Stansberry Asset Management, LLC | 38,617 | $7.49M | 1.37% | −7,644−16.5% | Reduced |
| Green Square Capital Advisors LLC | 38,609 | $7.49M | 0.94% | +419+1.1% | Added |
| West Family Investments, Inc. | 38,528 | $7.47M | 2.91% | +38,528 | New |
| Corundum Group, Inc. | 38,453 | $7.46M | 3.72% | +6,801+21.5% | Added |
| DGS Capital Management, LLC | 38,405 | $7.45M | 3.71% | +1,831+5.0% | Added |
| Richmond Brothers, Inc. | 38,389 | $7.45M | 12.06% | −11,050−22.4% | Reduced |
| FSM Wealth Advisors, LLC | 39,591 | $7.45M | 3.74% | −540−1.3% | Reduced |
| Ritter Daniher Financial Advisory LLC | 38,313 | $7.43M | 3.08% | +762+2.0% | Added |
| Ellenbecker Investment Group | 38,289 | $7.43M | 1.87% | +293+0.8% | Added |
| Safeguard Investment Advisory Group, LLC | 38,269 | $7.42M | 3.16% | +1,249+3.4% | Added |
| Greenspring Advisors, LLC | 38,235 | $7.42M | 2.28% | −3,365−8.1% | Reduced |
| Vertex Planning Partners, LLC | 38,212 | $7.41M | 2.52% | +7,059+22.7% | Added |
| Orca Investment Management, LLC | 38,165 | $7.40M | 8.07% | −144−0.4% | Reduced |
| Investment Partners, Ltd. | 38,068 | $7.38M | 3.85% | −699−1.8% | Reduced |
| Cora Capital Advisors LLC | 38,035 | $7.38M | 4.90% | +4,181+12.4% | Added |
| WFA Asset Management Corp | 38,033 | $7.38M | 4.37% | −166−0.4% | Reduced |
| Hall Capital Management Co Inc | 37,964 | $7.36M | 4.16% | −505−1.3% | Reduced |
| Ruggaard & Associates LLC | 37,952 | $7.36M | 4.31% | −9,493−20.0% | Reduced |
| Boothbay Fund Management, LLC | 37,869 | $7.35M | 0.25% | +26,602+236.1% | Added |
| LCNB Corp | 37,868 | $7.35M | 3.13% | +159+0.4% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 37,820 | $7.34M | 3.84% | −57−0.2% | Reduced |
| Boxwood Ventures, Inc. | 37,745 | $7.32M | 13.90% | −211−0.6% | Reduced |
| Somerset Group LLC | 37,754 | $7.32M | 6.12% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 37,597 | $7.29M | 1.01% | −1,024−2.7% | Reduced |
| Delta Capital Management LLC | 37,574 | $7.29M | 5.01% | −520−1.4% | Reduced |
| CM Wealth Advisors LLC | 37,165 | $7.28M | 2.39% | +30,647+470.2% | Added |
| Portside Wealth Group, LLC | 37,514 | $7.28M | 1.35% | +37,514 | New |
| Legacy Financial Group, Inc. | 37,514 | $7.28M | 3.63% | +54+0.1% | Added |
| Hohimer Wealth Management, LLC | 37,509 | $7.28M | 2.01% | −1,739−4.4% | Reduced |
| Cresta Advisors, Ltd. | 37,490 | $7.27M | 5.65% | +1,777+5.0% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 38,189 | $7.26M | 1.49% | −11,167−22.6% | Reduced |
| Wolf Group Capital Advisors | 40,262 | $7.25M | 3.62% | −6,038−13.0% | Reduced |
| W Advisors, LLC | 37,376 | $7.25M | 5.68% | −517−1.4% | Reduced |
| Gateway Wealth Partners, LLC | 37,251 | $7.23M | 1.29% | −140,788−79.1% | Reduced |
| Capasso Planning Partners LLC | 37,180 | $7.21M | 3.88% | +1,503+4.2% | Added |
| Barrier Capital Management, LLC | 37,090 | $7.19M | 7.53% | +90+0.2% | Added |
| LGT Capital Partners Ltd. | 37,066 | $7.19M | 0.25% | −6,880−15.7% | Reduced |
| JNBA Financial Advisors | 37,055 | $7.19M | 0.86% | +1,091+3.0% | Added |
| Saxon Interests, Inc. | 37,036 | $7.18M | 3.85% | +1,837+5.2% | Added |
| Cutter & CO Brokerage, Inc. | 37,021 | $7.18M | 2.12% | −790−2.1% | Reduced |