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 |
|---|---|---|---|---|---|
| A. D. Beadell Investment Counsel, Inc. | 14,629 | $2.50M | 2.61% | −75−0.5% | Reduced |
| Integral Investment Advisors, Inc. | 14,636 | $2.51M | 1.75% | +1,154+8.6% | Added |
| Riverstone Advisors, LLC | 14,647 | $2.51M | 1.73% | +1,531+11.7% | Added |
| Veritas Investment Partners (UK) Ltd. | 14,655 | $2.51M | 0.07% | −64−0.4% | Reduced |
| FOCUS Wealth Advisors, LLC | 14,693 | $2.52M | 1.75% | +1,033+7.6% | Added |
| DCF Advisers, LLC | 14,750 | $2.53M | 1.76% | 00.0% | Unchanged |
| Channing Global Advisors, LLC | 14,776 | $2.53M | 2.47% | +2,208+17.6% | Added |
| Brogan Financial, Inc. | 14,808 | $2.54M | 2.23% | +1,380+10.3% | Added |
| KilterHowling LLC | 14,809 | $2.54M | 2.23% | +22+0.1% | Added |
| Pinnacle Wealth Management Group, Inc. | 14,831 | $2.54M | 2.31% | −240−1.6% | Reduced |
| Powell Investment Advisors, LLC | 14,855 | $2.54M | 1.53% | +10.0% | Added |
| Adams Wealth Management | 14,880 | $2.55M | 0.86% | +7,070+90.5% | Added |
| V2 Financial group LLC | 14,883 | $2.55M | 1.91% | +23+0.2% | Added |
| KLR Investment Advisors, LLC | 15,519 | $2.56M | 2.33% | +95+0.6% | Added |
| Bond & Devick Financial Network, Inc. | 14,956 | $2.56M | 1.65% | −2,840−16.0% | Reduced |
| Helen Stephens Group, LLC | 14,960 | $2.56M | 1.32% | −106−0.7% | Reduced |
| Temasek Holdings (Private) Ltd | 14,990 | $2.57M | 0.02% | +14,990 | New |
| Cherry Tree Wealth Management, LLC | 15,028 | $2.57M | 0.75% | −318−2.1% | Reduced |
| Berkeley Capital Partners, LLC | 15,044 | $2.58M | 0.93% | −145−1.0% | Reduced |
| Gallacher Capital Management LLC | 15,047 | $2.58M | 1.61% | +349+2.4% | Added |
| Kellett Schaffner Wealth Advisors LLC | 15,057 | $2.58M | 2.21% | −328−2.1% | Reduced |
| Firestone Capital Management | 15,097 | $2.58M | 0.88% | −107−0.7% | Reduced |
| Rebalance, LLC | 15,106 | $2.59M | 0.25% | +360+2.4% | Added |
| Warren Street Wealth Advisors, LLC | 15,108 | $2.59M | 1.71% | +978+6.9% | Added |
| Elkhorn Partners Limited Partnership | 15,110 | $2.59M | 1.69% | +10+0.1% | Added |
| Wealth Management Solutions, LLC | 15,147 | $2.59M | 1.78% | +10+0.1% | Added |
| Freedom Wealth Alliance, LLC | 15,154 | $2.59M | 4.27% | −1,120−6.9% | Reduced |
| Forza Wealth Management, LLC | 15,160 | $2.60M | 1.34% | −625−4.0% | Reduced |
| Pointe Capital Management LLC | 15,170 | $2.60M | 2.04% | −675−4.3% | Reduced |
| Arcus Capital Partners, LLC | 15,181 | $2.60M | 0.80% | +127+0.8% | Added |
| Ade, LLC | 15,211 | $2.60M | 1.97% | −70.0% | Reduced |
| Root Financial Partners, LLC | 15,222 | $2.61M | 1.38% | +446+3.0% | Added |
| Clientfirst Wealth Management, LLC | 14,572 | $2.61M | 3.18% | 00.0% | Unchanged |
| Summit Wealth & Retirement Planning, Inc. | 15,255 | $2.61M | 1.05% | +1,540+11.2% | Added |
| Unique Wealth, LLC | 15,256 | $2.61M | 1.09% | +2,067+15.7% | Added |
| Capital Square, LLC | 14,857 | $2.61M | 3.52% | +216+1.5% | Added |
| Cornerstone Planning Group LLC | 15,278 | $2.62M | 1.00% | +3,399+28.6% | Added |
| SFG Wealth Management, LLC. | 15,296 | $2.62M | 2.08% | −166−1.1% | Reduced |
| Archetype Wealth Partners | 15,331 | $2.63M | 0.53% | +311+2.1% | Added |
| Grant Street Asset Management, Inc. | 15,352 | $2.63M | 1.06% | −4,569−22.9% | Reduced |
| Basso Capital Management, L.P. | 15,360 | $2.63M | 2.91% | 00.0% | Unchanged |
| Avion Wealth | 15,374 | $2.63M | 0.75% | +288+1.9% | Added |
| Corundum Trust Company, INC | 15,369 | $2.63M | 7.86% | −709−4.4% | Reduced |
| Milestone Advisory Partners | 15,413 | $2.64M | 2.19% | +10.0% | Added |
| One + One Wealth Management, LLC | 15,443 | $2.64M | 1.72% | −395−2.5% | Reduced |
| Harvest Investment Services, LLC | 15,454 | $2.65M | 1.70% | +1,962+14.5% | Added |
| Malaga Cove Capital, LLC | 15,455 | $2.65M | 1.22% | +172+1.1% | Added |
| Leo H. Evart, Inc. | 15,458 | $2.65M | 4.06% | −270−1.7% | Reduced |
| Bollard Group LLC | 15,463 | $2.65M | 0.10% | −1,319−7.9% | Reduced |
| Planned Solutions, Inc. | 15,468 | $2.65M | 1.59% | −204−1.3% | Reduced |
| MinichMacGregor Wealth Management, LLC | 15,486 | $2.65M | 0.88% | +383+2.5% | Added |
| Donoghue Forlines LLC | 15,530 | $2.66M | 0.95% | +6,634+74.6% | Added |
| Commonwealth Financial Services, LLC | 15,560 | $2.66M | 0.79% | +15,560 | New |
| Old West Investment Management, LLC | 15,573 | $2.67M | 1.35% | 00.0% | Unchanged |
| Wealthgate Family Office, LLC | 15,585 | $2.67M | 8.29% | 00.0% | Unchanged |
| First Affirmative Financial Network | 15,589 | $2.67M | 2.61% | +774+5.2% | Added |
| Riverpark Capital Management LLC | 15,599 | $2.67M | 4.84% | 00.0% | Unchanged |
| Dantai Capital Ltd | 15,600 | $2.67M | 5.73% | +9,600+160.0% | Added |
| KWB Wealth | 13,838 | $2.68M | 0.43% | 00.0% | Unchanged |
| Ferguson Shapiro LLC | 15,694 | $2.69M | 1.48% | +2,166+16.0% | Added |
| John W. Brooker & Co., CPAs | 15,712 | $2.69M | 1.70% | −11−0.1% | Reduced |
| Kelman-Lazarov, Inc. | 15,718 | $2.69M | 0.64% | −117−0.7% | Reduced |
| Etfidea, LLC | 15,731 | $2.69M | 1.14% | −593−3.6% | Reduced |
| Sterling Financial Planning, Inc. | 15,744 | $2.70M | 1.38% | −1,041−6.2% | Reduced |
| Jump Financial, LLC | 15,766 | $2.70M | 0.10% | −62,930−80.0% | Reduced |
| KC Investment Advisors, LLC | 15,784 | $2.70M | 1.75% | +246+1.6% | Added |
| Covenant Partners, LLC | 15,856 | $2.71M | 0.99% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 15,866 | $2.72M | 3.56% | −190−1.2% | Reduced |
| Droms Strauss Advisors Inc | 15,879 | $2.72M | 1.17% | +70+0.4% | Added |
| Renasant Bank | 15,883 | $2.72M | 2.29% | +210+1.3% | Added |
| CGC Financial Services, LLC | 15,901 | $2.72M | 1.90% | −1,457−8.4% | Reduced |
| Myecfo, LLC | 15,908 | $2.72M | 1.89% | +351+2.3% | Added |
| Parker Investment Management, LLC | 15,943 | $2.73M | 0.59% | −2,625−14.1% | Reduced |
| Sendero Wealth Management, LLC | 15,953 | $2.73M | 0.59% | −600−3.6% | Reduced |
| Custos Family Office, LLC | 15,972 | $2.73M | 1.84% | −181−1.1% | Reduced |
| Buttonwood Financial Advisors Inc. | 15,990 | $2.74M | 1.73% | +843+5.6% | Added |
| Green Alpha Advisors, LLC | 15,993 | $2.74M | 2.10% | −720−4.3% | Reduced |
| Discovery Value Fund | 15,998 | $2.74M | 1.50% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 15,996 | $2.74M | 0.31% | +1,657+11.6% | Added |
| Ssi Investment Management LLC | 16,011 | $2.74M | 0.22% | −210−1.3% | Reduced |
| Nalls Sherbakoff Group, LLC | 16,043 | $2.75M | 2.67% | −97−0.6% | Reduced |
| Capstone Wealth Management Group, LLC | 16,052 | $2.75M | 2.85% | +91+0.6% | Added |
| Collective Family Office LLC | 16,067 | $2.75M | 1.07% | −113−0.7% | Reduced |
| Israel Discount Bank of New York | 16,082 | $2.75M | 2.29% | −102−0.6% | Reduced |
| Heritage Wealth Partners, LLC | 16,086 | $2.75M | 5.87% | +1,942+13.7% | Added |
| Aft, Forsyth & Sober, LLC | 16,100 | $2.76M | 1.16% | 00.0% | Unchanged |
| Fenimore Asset Management Inc | 16,146 | $2.76M | 0.07% | −444−2.7% | Reduced |
| NinePointTwo Capital | 16,157 | $2.77M | 1.13% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 16,183 | $2.77M | 0.78% | −222−1.4% | Reduced |
| Luts & Greenleigh Group, Inc | 16,189 | $2.77M | 3.44% | −152−0.9% | Reduced |
| Blackston Financial Advisory Group, LLC | 16,200 | $2.77M | 1.93% | +14+0.1% | Added |
| Rain Capital Management, LLC | 16,244 | $2.78M | 2.71% | −782−4.6% | Reduced |
| Stableford Capital II LLC | 16,708 | $2.79M | 1.28% | −35−0.2% | Reduced |
| AlphaQ Advisors LLC | 16,290 | $2.79M | 2.43% | −419−2.5% | Reduced |
| Reuter James Wealth Management, LLC | 16,308 | $2.79M | 2.09% | −366−2.2% | Reduced |
| Tucker Asset Management LLC | 16,335 | $2.80M | 0.75% | +130+0.8% | Added |
| Werlinich Asset Management, LLC | 16,354 | $2.80M | 2.31% | −116−0.7% | Reduced |
| Investors Research Corp | 16,357 | $2.80M | 0.73% | −175−1.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 16,360 | $2.80M | 0.75% | −1,002−5.8% | Reduced |
| Virginia Wealth Management Group, Inc. | 16,378 | $2.80M | 1.90% | +61+0.4% | Added |