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 7 sales; 6,150 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
- 4,594
- +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
- 2,535 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 | 6,150 | $2.80T |
| Q1 2026 | 6,134 | $2.40T |
| Q4 2025 | 6,130 | $2.61T |
| Q3 2025 | 5,616 | $2.35T |
| Q2 2025 | 5,599 | $1.93T |
| Q1 2025 | 5,607 | $2.08T |
| Q4 2024 | 5,671 | $2.36T |
| Q3 2024 | 5,105 | $2.17T |
| Q2 2024 | 5,132 | $1.98T |
| Q1 2024 | 5,023 | $1.61T |
| Q4 2023 | 4,976 | $1.81T |
| Q3 2023 | 4,618 | $1.60T |
| Q2 2023 | 4,594 | $1.82T |
| Q1 2023 | 4,524 | $1.55T |
| Q4 2022 | 4,555 | $1.21T |
| Q3 2022 | 4,346 | $1.29T |
| Q2 2022 | 4,339 | $1.28T |
| Q1 2022 | 4,390 | $1.66T |
| Q4 2021 | 4,402 | $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 |
|---|---|---|---|---|---|
| McDaniel Terry & Co | 356,330 | $69.1M | 7.03% | −2,513−0.7% | Reduced |
| Philadelphia Trust Co | 356,202 | $69.1M | 6.54% | −8,824−2.4% | Reduced |
| First Horizon Advisors, Inc. | 355,928 | $69.0M | 2.39% | −21,764−5.8% | Reduced |
| Crake Asset Management LLP | 355,410 | $68.9M | 9.30% | +19,000+5.6% | Added |
| Am Investment Strategies LLC | 355,293 | $68.9M | 21.60% | −5,710−1.6% | Reduced |
| Clear Harbor Asset Management, LLC | 355,224 | $68.9M | 6.77% | +27,510+8.4% | Added |
| Chesley Taft & Associates LLC | 354,808 | $68.8M | 4.22% | −5,685−1.6% | Reduced |
| Courier Capital LLC | 354,553 | $68.8M | 5.42% | +47,598+15.5% | Added |
| North Star Asset Management Inc | 354,120 | $68.7M | 3.79% | −7,316−2.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 354,032 | $68.7M | 5.18% | −4,537−1.3% | Reduced |
| Cornerstone Wealth Management, LLC | 353,652 | $68.6M | 6.13% | −6,542−1.8% | Reduced |
| First Citizens Bank & Trust Co | 353,290 | $68.5M | 1.26% | +41,037+13.1% | Added |
| Insigneo Advisory Services, LLC | 353,027 | $68.5M | 13.12% | +68,685+24.2% | Added |
| Western Wealth Management, LLC | 351,621 | $68.2M | 5.82% | −892−0.3% | Reduced |
| Harbor Investment Advisory, LLC | 368,539 | $68.1M | 9.49% | +19,085+5.5% | Added |
| Waverton Investment Management Ltd | 351,525 | $68.1M | 1.94% | +20,679+6.3% | Added |
| Azimuth Capital Investment Management LLC | 351,004 | $68.1M | 3.24% | −6,257−1.8% | Reduced |
| TCTC Holdings, LLC | 350,930 | $68.1M | 2.72% | −2,721−0.8% | Reduced |
| Kanawha Capital Management LLC | 350,764 | $68.0M | 6.27% | −959−0.3% | Reduced |
| Carret Asset Management, LLC | 349,238 | $67.7M | 8.98% | −5,285−1.5% | Reduced |
| Washington Trust Advisors, Inc. | 348,559 | $67.6M | 6.56% | −11,885−3.3% | Reduced |
| AMG National Trust Bank | 348,300 | $67.6M | 2.25% | −2,740−0.8% | Reduced |
| Albion Financial Group | 347,172 | $67.3M | 5.89% | −2,336−0.7% | Reduced |
| Meridian Wealth Management, LLC | 347,035 | $67.3M | 5.67% | +3,829+1.1% | Added |
| S&CO Inc | 346,572 | $67.2M | 5.42% | −35,411−9.3% | Reduced |
| Grassi Investment Management | 346,553 | $67.2M | 7.40% | −869−0.3% | Reduced |
| Park Avenue Securities LLC | 346,384 | $67.2M | 1.06% | +8,322+2.5% | Added |
| United Services Automobile Association | 345,859 | $67.1M | 1.92% | +792+0.2% | Added |
| LS Investment Advisors, LLC | 343,711 | $66.7M | 11.70% | −1,659−0.5% | Reduced |
| RMB Capital Management, LLC | 343,473 | $66.6M | 2.19% | −1,658−0.5% | Reduced |
| First Foundation Advisors | 342,928 | $66.5M | 2.87% | −49,067−12.5% | Reduced |
| Cobblestone Capital Advisors LLC | 342,704 | $66.5M | 4.69% | −6,565−1.9% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 342,074 | $66.3M | 4.45% | −448−0.1% | Reduced |
| Fulton Breakefield Broenniman LLC | 341,704 | $66.3M | 5.48% | −1,086−0.3% | Reduced |
| International Assets Investment Management, LLC | 439,222 | $66.3M | 9.03% | −20,191−4.4% | Reduced |
| TRB Advisors LP | 340,000 | $65.9M | 14.97% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 339,867 | $65.9M | 3.13% | +26,049+8.3% | Added |
| LMCG Investments, LLC | 339,734 | $65.9M | 4.27% | −47,589−12.3% | Reduced |
| Beese Fulmer Investment Management, Inc. | 338,402 | $65.6M | 7.10% | −7,320−2.1% | Reduced |
| GW Henssler & Associates Ltd | 337,981 | $65.6M | 4.31% | −1,296−0.4% | Reduced |
| Martingale Asset Management L P | 337,007 | $65.4M | 1.28% | +114,201+51.3% | Added |
| Beacon Investment Advisory Services, Inc. | 334,961 | $65.0M | 3.00% | +9,868+3.0% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 334,400 | $64.9M | 0.76% | −19,000−5.4% | Reduced |
| HBK Sorce Advisory LLC | 334,255 | $64.8M | 2.75% | −3,245−1.0% | Reduced |
| Freestone Capital Holdings, LLC | 332,744 | $64.5M | 2.61% | −2,808−0.8% | Reduced |
| Taurus Asset Management, LLC | 332,295 | $64.5M | 7.49% | −5,038−1.5% | Reduced |
| Wedgewood Partners Inc | 329,962 | $64.0M | 10.32% | −26,923−7.5% | Reduced |
| Allen Investment Management LLC | 327,408 | $63.5M | 0.93% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 325,646 | $63.2M | 0.10% | −3,312−1.0% | Reduced |
| Howland Capital Management LLC | 325,327 | $63.1M | 3.62% | +133,897+69.9% | Added |
| Global Retirement Partners, LLC | 323,215 | $62.7M | 3.06% | −7,861−2.4% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 323,049 | $62.7M | 1.51% | +143,049+79.5% | Added |
| Palisade Capital Management LLC | 322,675 | $62.6M | 1.67% | −12,222−3.6% | Reduced |
| Avenir Corp | 322,639 | $62.6M | 5.49% | −840−0.3% | Reduced |
| General American Investors Co Inc | 321,000 | $62.3M | 5.42% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 320,883 | $62.2M | 1.99% | −6,056−1.9% | Reduced |
| Evergreen Capital Management LLC | 320,786 | $62.2M | 2.60% | +8,335+2.7% | Added |
| Nwam LLC | 320,674 | $62.2M | 5.11% | −116,882−26.7% | Reduced |
| TCW Group Inc | 319,216 | $61.9M | 0.69% | +10,899+3.5% | Added |
| Montag A & Associates Inc | 318,450 | $61.8M | 3.81% | −2,951−0.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 318,305 | $61.7M | 2.35% | −10,346−3.1% | Reduced |
| Stonebridge Capital Advisors LLC | 318,275 | $61.7M | 6.56% | −11,217−3.4% | Reduced |
| Shikiar Asset Management Inc | 318,211 | $61.7M | 19.90% | +14,943+4.9% | Added |
| Jaffetilchin Investment Partners, LLC | 316,850 | $61.5M | 6.48% | +4,635+1.5% | Added |
| Cito Capital Group, LLC | 315,884 | $61.3M | 28.08% | −1000.0% | Reduced |
| Opes Wealth Management LLC | 315,855 | $61.3M | 17.38% | −7,459−2.3% | Reduced |
| Sonora Investment Management Group, LLC | 315,391 | $61.2M | 5.13% | −556−0.2% | Reduced |
| Thoroughbred Financial Services, LLC | 315,346 | $61.2M | 8.02% | +1,283+0.4% | Added |
| Lee Danner & Bass Inc | 314,655 | $61.0M | 5.25% | −7,980−2.5% | Reduced |
| Wendell David Associates Inc | 314,369 | $61.0M | 6.89% | −3,921−1.2% | Reduced |
| Rothschild Investment Corp | 313,117 | $60.7M | 5.05% | −11,600−3.6% | Reduced |
| Power Corp of Canada | 312,732 | $60.7M | 6.30% | +828+0.3% | Added |
| Moody Lynn & Lieberson, LLC | 312,131 | $60.5M | 4.89% | +2,388+0.8% | Added |
| Rollins Financial | 312,028 | $60.5M | 16.54% | +4,881+1.6% | Added |
| Tower Bridge Advisors | 311,506 | $60.4M | 5.54% | −90,910−22.6% | Reduced |
| Cypress Funds LLC | 311,332 | $60.4M | 7.59% | 00.0% | Unchanged |
| Roundview Capital LLC | 310,273 | $60.2M | 5.88% | +1,461+0.5% | Added |
| Commerzbank Aktiengesellschaft | 308,815 | $59.9M | 2.94% | −421,212−57.7% | Reduced |
| Cincinnati Specialty Underwriters Insurance CO | 308,000 | $59.7M | 21.85% | 00.0% | Unchanged |
| Harvest Volatility Management LLC | 307,905 | $59.7M | 11.98% | −52,145−14.5% | Reduced |
| Amussen Hunsaker Associates LLC | 307,430 | $59.6M | 13.17% | −1,833−0.6% | Reduced |
| BLB&B Advisors, LLC | 307,251 | $59.6M | 4.17% | −4,476−1.4% | Reduced |
| MPS Loria Financial Planners, LLC | 306,673 | $59.5M | 22.35% | −2,805−0.9% | Reduced |
| Beaumont Financial Advisors, LLC | 306,419 | $59.4M | 5.53% | −3,542−1.1% | Reduced |
| Aureus Asset Management, LLC | 305,943 | $59.3M | 4.45% | −14,940−4.7% | Reduced |
| Tudor Investment Corp Et Al | 305,806 | $59.3M | 0.97% | +173,041+130.3% | Added |
| Veriti Management LLC | 305,653 | $59.3M | 6.60% | −1,049−0.3% | Reduced |
| Mastrapasqua Asset Management Inc | 305,422 | $59.2M | 6.66% | −1,994−0.6% | Reduced |
| Dillon & Associates Inc | 304,796 | $59.1M | 10.88% | −26,576−8.0% | Reduced |
| Southeast Asset Advisors Inc. | 304,654 | $59.1M | 8.41% | −5,067−1.6% | Reduced |
| Wealthspire Advisors, LLC | 304,652 | $59.1M | 0.97% | +6,410+2.1% | Added |
| Twin Capital Management Inc | 303,945 | $59.0M | 7.69% | −6,945−2.2% | Reduced |
| Vigilant Capital Management, LLC | 302,295 | $58.6M | 4.38% | −4,085−1.3% | Reduced |
| CFM Wealth Partners LLC | 302,283 | $58.6M | 14.24% | −2,546−0.8% | Reduced |
| RB Capital Management, LLC | 301,785 | $58.5M | 18.03% | −3,215−1.1% | Reduced |
| Forum Financial Management, LP | 301,392 | $58.5M | 1.31% | −19,798−6.2% | Reduced |
| Granite Investment Partners, LLC | 300,152 | $58.2M | 2.32% | −21,206−6.6% | Reduced |
| Kadensa Capital Ltd | 300,075 | $58.2M | 10.25% | +103,212+52.4% | Added |
| Bath Savings Trust Co | 299,933 | $58.2M | 6.79% | +220.0% | Added |
| Thomasville National Bank | 299,296 | $58.1M | 5.54% | −3,037−1.0% | Reduced |