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, Q3 2023
Institutional positions in Apple Inc. as of Sep 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
- 4,618
- +78 vs. Q2 2023
- Shares held
- 9.28B
- −80.3M (−0.9%) vs. Q2 2023
- Total value
- $1.60T
- −$219.4B (−12.1%) vs. Q2 2023
- New holders
- 168
- 1,792 more added
- Sold out
- 90
- 2,379 more reduced
54 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Apple Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| HGK Asset Management Inc | 12,931 | $2.21M | 0.72% | −100−0.8% | Reduced |
| Arrowroot Family Office, LLC | 12,940 | $2.22M | 1.75% | −536−4.0% | Reduced |
| Wealthstream Advisors, Inc. | 12,956 | $2.22M | 1.15% | +111+0.9% | Added |
| Dopkins Wealth Management, LLC | 12,959 | $2.22M | 1.68% | +3,219+33.0% | Added |
| ZRC Wealth Management, LLC | 12,963 | $2.22M | 1.92% | −26−0.2% | Reduced |
| Intergy Private Wealth, LLC | 12,969 | $2.22M | 1.11% | +263+2.1% | Added |
| West Chester Capital Advisors, Inc | 12,971 | $2.22M | 4.10% | −263−2.0% | Reduced |
| Waycross Investment Management Co | 12,972 | $2.22M | 2.56% | +368+2.9% | Added |
| Warner Financial, Inc | 12,993 | $2.23M | 1.48% | +60.0% | Added |
| Edentree Asset Management Ltd | 13,000 | $2.23M | 0.87% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 12,999 | $2.23M | 1.33% | +50.0% | Added |
| Pension & Wealth Management Advisors, Inc. | 13,001 | $2.23M | 1.60% | +4,359+50.4% | Added |
| MBM Wealth Consultants, LLC | 12,469 | $2.23M | 0.97% | −701−5.3% | Reduced |
| Rather & Kittrell, Inc. | 13,034 | $2.23M | 0.90% | +895+7.4% | Added |
| FSB Premier Wealth Management, Inc. | 13,044 | $2.23M | 1.24% | −185−1.4% | Reduced |
| EWG Elevate Inc. | 13,045 | $2.23M | 1.01% | −613−4.5% | Reduced |
| Cubic Asset Management, LLC | 13,057 | $2.24M | 0.62% | −160−1.2% | Reduced |
| Menard Financial Group LLC | 13,062 | $2.24M | 3.23% | +2,024+18.3% | Added |
| VELA Investment Management, LLC | 13,077 | $2.24M | 0.98% | +455+3.6% | Added |
| SBB Research Group LLC | 13,080 | $2.24M | 4.00% | +14+0.1% | Added |
| Stelac Advisory Services LLC | 12,400 | $2.24M | 1.23% | +5,457+78.6% | Added |
| Delphi Management Inc | 13,112 | $2.25M | 2.30% | −1,605−10.9% | Reduced |
| First Dallas Securities Inc. | 13,141 | $2.25M | 0.52% | −88,427−87.1% | Reduced |
| Private Wealth Advisors | 13,147 | $2.25M | 0.99% | −295−2.2% | Reduced |
| Stephenson National Bank & Trust | 13,204 | $2.26M | 1.26% | +343+2.7% | Added |
| 25 LLC | 13,256 | $2.27M | 1.38% | +173+1.3% | Added |
| Professional Financial Advisors, LLC | 13,264 | $2.27M | 1.03% | +51+0.4% | Added |
| Boston Partners | 13,268 | $2.27M | 0.00% | −6,835−34.0% | Reduced |
| Waller Financial Planning Group, Inc | 13,274 | $2.27M | 0.66% | −555−4.0% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 12,703 | $2.27M | 1.84% | +6,481+104.2% | Added |
| Sensible Money, LLC | 13,285 | $2.27M | 1.60% | +12+0.1% | Added |
| Diker Management LLC | 13,292 | $2.28M | 2.03% | −200−1.5% | Reduced |
| Smith & Howard Wealth Management, LLC | 13,311 | $2.28M | 0.80% | −354−2.6% | Reduced |
| Concorde Asset Management, LLC | 13,318 | $2.28M | 2.05% | +190+1.4% | Added |
| Galibier Capital Management Ltd. | 13,317 | $2.28M | 0.51% | −1,625−10.9% | Reduced |
| Stonehearth Capital Management, LLC | 13,320 | $2.28M | 1.24% | −28−0.2% | Reduced |
| Inspire Advisors, LLC | 13,405 | $2.30M | 0.41% | +4,015+42.8% | Added |
| Autumn Glory Partners, LLC | 13,408 | $2.30M | 1.40% | −1,466−9.9% | Reduced |
| Black Swift Group, LLC | 13,420 | $2.30M | 0.75% | −2,614−16.3% | Reduced |
| Payden & Rygel | 13,450 | $2.30M | 0.18% | −80,700−85.7% | Reduced |
| Payden & Rygel Investment Group | 13,450 | $2.30M | 0.18% | +13,450 | New |
| X-Square Capital, LLC | 11,890 | $2.31M | 1.55% | 00.0% | Unchanged |
| Pinnacle Wealth Management, LLC | 13,481 | $2.31M | 2.80% | +613+4.8% | Added |
| Garrison Asset Management, LLC | 13,487 | $2.31M | 1.41% | −113−0.8% | Reduced |
| Goodwin Daniel L | 13,496 | $2.31M | 1.12% | −20−0.1% | Reduced |
| BlackDiamond Wealth Management Inc. | 13,572 | $2.31M | 2.09% | +222+1.7% | Added |
| Vantage Financial Partners, LLC | 13,502 | $2.31M | 0.91% | +166+1.2% | Added |
| FSC Wealth Advisors, LLC | 13,528 | $2.32M | 2.40% | −522−3.7% | Reduced |
| Fortress Wealth Management, Inc. | 13,542 | $2.32M | 1.50% | +534+4.1% | Added |
| TLWM | 13,585 | $2.33M | 0.62% | +246+1.8% | Added |
| Arbor Capital Management Inc | 13,346 | $2.33M | 2.07% | −1,678−11.2% | Reduced |
| Kathleen S. Wright Associates Inc. | 13,612 | $2.33M | 1.30% | +13,500+12,053.6% | Added |
| Lumbard & Kellner, LLC | 13,669 | $2.34M | 1.55% | −251−1.8% | Reduced |
| Paragon Advisors, LLC | 13,674 | $2.34M | 0.97% | +1,107+8.8% | Added |
| US Financial Advisors, LLC | 13,679 | $2.34M | 0.97% | −613−4.3% | Reduced |
| ESG Planning | 13,680 | $2.34M | 2.69% | +4,410+47.6% | Added |
| Seven Post Investment Office LP | 13,682 | $2.34M | 0.66% | +43+0.3% | Added |
| Capital Advisory Group Advisory Services, LLC | 13,703 | $2.35M | 1.33% | −726−5.0% | Reduced |
| MUFG Securities EMEA plc | 13,748 | $2.35M | 0.25% | −19,578−58.7% | Reduced |
| Capitol Family Office, Inc. | 13,752 | $2.35M | 4.43% | +1,513+12.4% | Added |
| Viewpoint Capital Management LLC | 13,755 | $2.35M | 1.88% | 00.0% | Unchanged |
| Chicago Wealth Management, Inc. | 13,758 | $2.36M | 1.86% | −92−0.7% | Reduced |
| RCS Financial Planning, LLC | 13,780 | $2.36M | 1.80% | +171+1.3% | Added |
| Coury Firm Asset Management LLC | 13,783 | $2.36M | 3.77% | +1,710+14.2% | Added |
| Rise Advisors, LLC | 13,795 | $2.36M | 1.87% | +885+6.9% | Added |
| Harvey Investment Co LLC | 13,816 | $2.37M | 0.31% | −1,000−6.7% | Reduced |
| Raleigh Capital Management Inc. | 13,868 | $2.37M | 1.21% | +709+5.4% | Added |
| Fortune 45 LLC | 13,913 | $2.38M | 2.38% | +25+0.2% | Added |
| Francis Financial, Inc. | 13,920 | $2.38M | 1.24% | +191+1.4% | Added |
| Groesbeck Investment Management Corp | 13,970 | $2.39M | 3.62% | +250+1.8% | Added |
| River & Mercantile Asset Management LLP | 13,980 | $2.39M | 0.56% | 00.0% | Unchanged |
| Peak Financial Advisors LLC | 13,996 | $2.40M | 2.59% | +1,629+13.2% | Added |
| Constant Guidance Financial LLC | 13,869 | $2.40M | 3.17% | +13,869 | New |
| WJ Wealth Management, LLC | 14,028 | $2.40M | 1.17% | +270+2.0% | Added |
| Barden Capital Management, Inc. | 14,021 | $2.40M | 2.34% | +1,501+12.0% | Added |
| Mraz, Amerine & Associates, Inc. | 14,058 | $2.41M | 0.54% | −424−2.9% | Reduced |
| Rock Creek Group, LP | 14,064 | $2.41M | 0.31% | −6,499−31.6% | Reduced |
| Capital Wealth Alliance, LLC | 14,102 | $2.41M | 1.82% | −274−1.9% | Reduced |
| Catalyst Private Wealth, LLC | 14,144 | $2.42M | 1.43% | −1,025−6.8% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 14,150 | $2.42M | 2.25% | −4,334−23.4% | Reduced |
| Greenwich Investment Management, Inc. | 14,158 | $2.42M | 1.92% | −700−4.7% | Reduced |
| Kennicott Capital Management LLC | 14,199 | $2.43M | 1.39% | −31,912−69.2% | Reduced |
| OneAscent Wealth Management LLC | 14,212 | $2.43M | 1.07% | +14,212 | New |
| Coppell Advisory Solutions LLC | 18,767 | $2.44M | 0.88% | −1,586−7.8% | Reduced |
| Wallace Capital Management Inc. | 14,246 | $2.44M | 0.37% | −250−1.7% | Reduced |
| Fortis Capital Management LLC | 14,256 | $2.44M | 0.76% | +752+5.6% | Added |
| Clear Investment Research, LLC | 14,260 | $2.44M | 4.23% | +130+0.9% | Added |
| Seven Springs Wealth Group, LLC | 14,305 | $2.45M | 1.17% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 14,319 | $2.45M | 1.57% | +25+0.2% | Added |
| DB Wealth Management Group, LLC | 14,321 | $2.45M | 1.55% | +1,289+9.9% | Added |
| RS Crum Inc. | 14,347 | $2.46M | 0.88% | +302+2.2% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 14,349 | $2.46M | 0.13% | +11+0.1% | Added |
| Allegiance Financial Group Advisory Services LLC | 14,364 | $2.46M | 1.39% | +1,513+11.8% | Added |
| Aigen Investment Management, LP | 14,387 | $2.46M | 0.46% | −44,267−75.5% | Reduced |
| WBI Investments | 14,406 | $2.47M | 0.50% | −35,646−71.2% | Reduced |
| HTG Investment Advisors, Inc. | 14,438 | $2.47M | 1.98% | −1,093−7.0% | Reduced |
| Alpha DNA Investment Management LLC | 14,482 | $2.48M | 1.59% | −114−0.8% | Reduced |
| APCM Wealth Management for Individuals | 14,525 | $2.49M | 0.40% | −121−0.8% | Reduced |
| Koss-Olinger Consulting, LLC | 14,536 | $2.49M | 0.37% | +171+1.2% | Added |
| Lionsbridge Wealth Management LLC | 14,550 | $2.49M | 2.36% | −10.0% | Reduced |