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 |
|---|---|---|---|---|---|
| Epiq Partners, LLC | 16,449 | $2.82M | 2.13% | −1,741−9.6% | Reduced |
| Saxon Interests, Inc. | 16,457 | $2.82M | 1.89% | −20,579−55.6% | Reduced |
| Caliber Wealth Management, LLC | 16,457 | $2.82M | 1.89% | +680+4.3% | Added |
| Dixon Fnancial Services, Inc. | 16,466 | $2.82M | 1.90% | −104−0.6% | Reduced |
| Von Berge Wealth Management Group, LLC | 16,499 | $2.82M | 2.41% | +20.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 16,544 | $2.83M | 1.12% | +42+0.3% | Added |
| Elgethun Capital Management | 16,377 | $2.83M | 0.85% | +3,568+27.9% | Added |
| Private Capital Management, LLC | 16,559 | $2.84M | 0.34% | −57−0.3% | Reduced |
| First Bank & Trust | 16,575 | $2.84M | 0.74% | −433−2.5% | Reduced |
| CKW Financial Group | 16,600 | $2.84M | 0.43% | +30.0% | Added |
| Lake Hills Wealth Management, LLC | 16,603 | $2.84M | 2.88% | 00.0% | Unchanged |
| Greylin Investment Mangement Inc | 16,657 | $2.85M | 0.51% | 00.0% | Unchanged |
| Private Management Group Inc | 16,660 | $2.85M | 0.12% | +1,120+7.2% | Added |
| Conservest Capital Advisors, Inc. | 16,802 | $2.88M | 0.35% | +55+0.3% | Added |
| Flaharty Asset Management, LLC | 16,806 | $2.88M | 0.48% | −390−2.3% | Reduced |
| Aletheian Wealth Advisors LLC | 16,809 | $2.88M | 2.21% | −1,272−7.0% | Reduced |
| Hutner Capital Management Inc | 16,829 | $2.88M | 1.77% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 16,900 | $2.89M | 2.69% | −13−0.1% | Reduced |
| Kinsale Capital Group, Inc. | 16,912 | $2.90M | 1.64% | +4,930+41.1% | Added |
| JRM Investment Counsel, LLC | 16,913 | $2.90M | 1.28% | −542−3.1% | Reduced |
| Cape Investment Advisory, Inc. | 16,931 | $2.90M | 1.64% | −5,830−25.6% | Reduced |
| Caxton Associates LP | 16,932 | $2.90M | 0.41% | +684+4.2% | Added |
| Sharper & Granite LLC | 16,955 | $2.90M | 1.69% | +632+3.9% | Added |
| Alternative Investment Advisors, LLC. | 16,957 | $2.90M | 2.03% | +16,957 | New |
| Cedrus LLC | 16,980 | $2.91M | 2.07% | −215−1.3% | Reduced |
| Olstein Capital Management, L.P. | 17,000 | $2.91M | 0.50% | 00.0% | Unchanged |
| West Bancorporation Inc | 17,077 | $2.92M | 2.07% | +365+2.2% | Added |
| Jackson Thornton Asset Management, LLC | 17,090 | $2.93M | 0.61% | −492−2.8% | Reduced |
| Opus Capital Group, LLC | 17,091 | $2.93M | 0.52% | +281+1.7% | Added |
| Coyle Financial Counsel LLC | 17,091 | $2.93M | 1.23% | +5,456+46.9% | Added |
| HMS Capital Management, LLC | 17,100 | $2.93M | 1.94% | −260−1.5% | Reduced |
| Aspen Investment Management Inc | 17,109 | $2.93M | 1.77% | −227−1.3% | Reduced |
| Crane Advisory, LLC | 16,382 | $2.93M | 0.74% | +2,756+20.2% | Added |
| Townsend & Associates, Inc | 17,439 | $2.93M | 0.62% | −1,497−7.9% | Reduced |
| John G Ullman & Associates Inc | 17,171 | $2.94M | 0.48% | +14+0.1% | Added |
| Regimen Wealth, LLC | 17,233 | $2.94M | 1.21% | +138+0.8% | Added |
| Compass Capital Management, Inc | 17,192 | $2.94M | 0.23% | −875−4.8% | Reduced |
| Financial Guidance Group, Inc. | 17,200 | $2.94M | 2.22% | −180−1.0% | Reduced |
| Wolff Financial Management LLC | 17,220 | $2.95M | 1.01% | +17,220 | New |
| CBIZ Investment Advisory Services, LLC | 17,244 | $2.95M | 0.27% | −70−0.4% | Reduced |
| 4J Wealth Management LLC | 17,259 | $2.95M | 2.94% | −97−0.6% | Reduced |
| Single Point Partners, LLC | 17,258 | $2.96M | 0.78% | +17,258 | New |
| Scarborough Advisors, LLC | 17,268 | $2.96M | 0.72% | +47+0.3% | Added |
| Aspen Wealth Strategies, LLC | 17,286 | $2.96M | 2.31% | +120+0.7% | Added |
| Sterling Manor Financial, LLC | 17,301 | $2.96M | 2.68% | −320−1.8% | Reduced |
| Todd Asset Management LLC | 17,305 | $2.96M | 0.07% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 17,333 | $2.97M | 1.39% | −2,034−10.5% | Reduced |
| Wallace Advisory Group, LLC | 15,338 | $2.97M | 2.14% | −455−2.9% | Reduced |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 17,394 | $2.98M | 1.54% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 17,489 | $2.99M | 0.85% | +17,489 | New |
| Campion Asset Management LLC | 17,495 | $3.00M | 2.77% | −160−0.9% | Reduced |
| Investors Asset Management of Georgia Inc | 17,302 | $3.00M | 1.66% | +85+0.5% | Added |
| Cox Capital Mgt LLC | 17,552 | $3.01M | 2.11% | +596+3.5% | Added |
| Better Money Decisions, LLC | 17,558 | $3.01M | 2.65% | −301−1.7% | Reduced |
| Three Bridge Wealth Advisors, LLC | 17,579 | $3.01M | 1.25% | −1,286−6.8% | Reduced |
| Sterling Investment Management, Inc. | 17,603 | $3.01M | 2.68% | −341−1.9% | Reduced |
| Mach-1 Financial Group, Inc. | 17,638 | $3.02M | 1.27% | −1,030−5.5% | Reduced |
| Permanens Capital L.P. | 17,644 | $3.02M | 0.52% | +17,644 | New |
| Kelly Financial Services LLC | 17,648 | $3.02M | 1.39% | +165+0.9% | Added |
| Geometric Wealth Advisors | 17,651 | $3.02M | 0.94% | +50+0.3% | Added |
| Nottingham Advisors, Inc. | 17,702 | $3.03M | 0.47% | +117+0.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 17,727 | $3.04M | 0.30% | +14,025+378.8% | Added |
| Obsidian Personal Planning Solutions LLC | 17,764 | $3.04M | 2.60% | −707−3.8% | Reduced |
| Lawson Kroeker Investment Management Inc | 17,796 | $3.05M | 0.67% | −135−0.8% | Reduced |
| Scharf Investments, LLC | 17,808 | $3.05M | 0.09% | −711−3.8% | Reduced |
| Lane & Associates LLC | 17,818 | $3.05M | 2.45% | +675+3.9% | Added |
| American State Bank (Iowa) | 17,827 | $3.05M | 2.19% | −395−2.2% | Reduced |
| NCM Capital Management, LLC | 17,833 | $3.05M | 2.17% | +64+0.4% | Added |
| Sunflower Bank, N.A. | 17,840 | $3.05M | 0.74% | −87−0.5% | Reduced |
| Caas Capital Management LP | 17,900 | $3.06M | 0.68% | +17,900 | New |
| Latitude Advisors, LLC | 17,929 | $3.07M | 2.20% | +276+1.6% | Added |
| Select Asset Management & Trust | 17,983 | $3.08M | 1.79% | +840+4.9% | Added |
| Centennial Bank | 17,987 | $3.08M | 2.13% | +536+3.1% | Added |
| WorthPointe, LLC | 17,998 | $3.08M | 1.87% | +2,626+17.1% | Added |
| GQG Partners LLC | 18,036 | $3.09M | 0.01% | −9,773,555−99.8% | Reduced |
| Totem Point Management, LLC | 18,042 | $3.09M | 4.38% | −18,900−51.2% | Reduced |
| Acorn Wealth Advisors, LLC | 18,058 | $3.09M | 2.06% | −458−2.5% | Reduced |
| Loudon Investment Management, LLC | 18,076 | $3.09M | 2.13% | −15−0.1% | Reduced |
| Alterna Wealth Management, Inc | 18,089 | $3.10M | 3.96% | +665+3.8% | Added |
| Imprint Wealth LLC | 18,099 | $3.10M | 2.62% | −6,663−26.9% | Reduced |
| Athena Investment Management | 18,155 | $3.11M | 2.23% | −473−2.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 18,168 | $3.11M | 0.02% | +914+5.3% | Added |
| Alamar Capital Management, LLC | 18,169 | $3.11M | 2.94% | +903+5.2% | Added |
| Crumly & Associates Inc. | 18,170 | $3.11M | 1.22% | +89+0.5% | Added |
| Tobam | 18,194 | $3.12M | 0.25% | −782−4.1% | Reduced |
| Watershed Private Wealth LLC | 18,203 | $3.12M | 1.92% | −6,204−25.4% | Reduced |
| Neo Ivy Capital Management | 18,220 | $3.12M | 1.37% | +15,739+634.4% | Added |
| Fca Corp | 18,226 | $3.12M | 1.16% | −28−0.2% | Reduced |
| GEM Asset Management, LLC | 18,232 | $3.12M | 2.47% | +159+0.9% | Added |
| Interchange Capital Partners, LLC | 18,241 | $3.12M | 2.48% | +2,326+14.6% | Added |
| Oldfather Financial Services, LLC | 18,254 | $3.13M | 1.59% | +89+0.5% | Added |
| apricus wealth, LLC | 17,479 | $3.13M | 2.73% | −445−2.5% | Reduced |
| Rogco, LP | 18,259 | $3.13M | 1.54% | +18,259 | New |
| Retirement Investment Advisors, Inc. | 18,270 | $3.13M | 0.28% | +910+5.2% | Added |
| Running Point Capital Advisors, LLC | 18,309 | $3.13M | 1.82% | +185+1.0% | Added |
| Proffitt & Goodson Inc | 18,319 | $3.14M | 0.64% | −168−0.9% | Reduced |
| Avaii Wealth Management, LLC | 18,339 | $3.14M | 2.38% | +1,423+8.4% | Added |
| Aspire Capital Advisors LLC | 18,342 | $3.14M | 1.43% | +4,279+30.4% | Added |
| AllSquare Wealth Management LLC | 18,356 | $3.14M | 2.05% | −345−1.8% | Reduced |
| Tributary Capital Management, LLC | 18,382 | $3.15M | 0.30% | −270−1.4% | Reduced |