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 |
|---|---|---|---|---|---|
| Delap Wealth Advisory, LLC | 18,385 | $3.15M | 3.04% | +15,669+576.9% | Added |
| Creegan & Nassoura Financial Group, LLC | 18,385 | $3.15M | 2.45% | −990−5.1% | Reduced |
| TNF LLC | 17,957 | $3.15M | 1.46% | +20+0.1% | Added |
| Eads & Heald Wealth Management | 18,414 | $3.15M | 1.65% | −489−2.6% | Reduced |
| Goldstone Financial Group, LLC | 18,440 | $3.16M | 0.94% | +233+1.3% | Added |
| Thrive Capital Management, LLC | 18,474 | $3.16M | 1.75% | +1,911+11.5% | Added |
| Cavalier Investments, LLC | 18,495 | $3.17M | 1.24% | +664+3.7% | Added |
| CJM Wealth Advisers, Ltd. | 18,526 | $3.17M | 1.54% | +416+2.3% | Added |
| R. W. Roge & Company, Inc. | 18,869 | $3.17M | 2.38% | +67+0.4% | Added |
| New Republic Capital, LLC | 18,546 | $3.18M | 2.59% | +1,830+10.9% | Added |
| G&S Capital LLC | 18,548 | $3.18M | 1.62% | +1,887+11.3% | Added |
| Cahill Wealth Management, LLC | 18,623 | $3.19M | 2.45% | +10.0% | Added |
| Houlihan Financial Resource Group, Ltd. | 18,668 | $3.19M | 1.71% | +18,668 | New |
| Coombe, Bender & Co LLC | 18,630 | $3.19M | 2.40% | −1,632−8.1% | Reduced |
| Pathway Financial Advisors LLC | 18,645 | $3.19M | 1.09% | +503+2.8% | Added |
| Mendel Money Management | 18,652 | $3.19M | 1.71% | −1,366−6.8% | Reduced |
| Tobias Financial Advisors, Inc. | 18,665 | $3.20M | 0.84% | −24−0.1% | Reduced |
| Occudo Quantitative Strategies LP | 18,748 | $3.21M | 0.41% | +13,968+292.2% | Added |
| Cardinal Strategic Wealth Guidance | 18,791 | $3.22M | 1.49% | −170−0.9% | Reduced |
| Verity Asset Management, Inc. | 18,791 | $3.22M | 2.38% | −141−0.7% | Reduced |
| Wealth Advisors of Iowa, LLC | 18,836 | $3.22M | 2.27% | −45−0.2% | Reduced |
| Foundation Wealth Management, LLC | 18,891 | $3.23M | 3.23% | −230−1.2% | Reduced |
| First Washington CORP | 18,891 | $3.23M | 1.31% | +368+2.0% | Added |
| Rinkey Investments | 18,893 | $3.23M | 1.48% | −2,082−9.9% | Reduced |
| FMB Wealth Management | 18,902 | $3.24M | 3.47% | +70+0.4% | Added |
| Schulhoff & Co Inc | 18,932 | $3.24M | 1.64% | −2,135−10.1% | Reduced |
| Colony Family Offices, LLC | 18,948 | $3.24M | 1.38% | −296−1.5% | Reduced |
| Mosaic Advisors LLC | 18,960 | $3.25M | 2.97% | −10,993−36.7% | Reduced |
| Narus Financial Partners, LLC | 18,982 | $3.25M | 1.67% | −49−0.3% | Reduced |
| Liberty One Investment Management, LLC | 19,014 | $3.26M | 0.47% | +502+2.7% | Added |
| Tennessee Valley Asset Management Partners | 19,016 | $3.26M | 1.07% | −31−0.2% | Reduced |
| Antonetti Capital Management LLC | 19,023 | $3.26M | 5.09% | −7,874−29.3% | Reduced |
| Capital Management Associates | 19,025 | $3.26M | 4.80% | −376−1.9% | Reduced |
| Retirement Income Solutions, Inc | 19,061 | $3.26M | 0.91% | +55+0.3% | Added |
| Sustainable Insight Capital Management, LLC | 19,101 | $3.27M | 3.21% | +9,500+98.9% | Added |
| Tradewinds Capital Management, LLC | 19,110 | $3.27M | 1.12% | −278−1.4% | Reduced |
| Great Point Wealth Advisors, LLC | 19,147 | $3.28M | 0.98% | −125−0.6% | Reduced |
| Fortress Wealth Group, LLC | 19,030 | $3.28M | 2.19% | +347+1.9% | Added |
| McGowan Group Asset Management, Inc. | 19,162 | $3.28M | 0.52% | +265+1.4% | Added |
| Paul Damon & Associates, Inc. | 19,230 | $3.29M | 2.17% | +33+0.2% | Added |
| Summit Wealth Partners, LLC | 19,231 | $3.29M | 0.84% | +529+2.8% | Added |
| Whelan Financial | 19,238 | $3.29M | 1.74% | +909+5.0% | Added |
| BCGM Wealth Management, LLC | 19,247 | $3.30M | 1.51% | −368−1.9% | Reduced |
| Praetorian Wealth Management, Inc. | 19,281 | $3.30M | 1.05% | −26−0.1% | Reduced |
| PCA Investment Advisory Services Inc. | 19,319 | $3.31M | 2.36% | −203−1.0% | Reduced |
| Hurlow Wealth Management Group, Inc. | 19,351 | $3.31M | 1.44% | +1,441+8.0% | Added |
| Grace & White Inc | 19,429 | $3.33M | 0.62% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 19,449 | $3.33M | 0.54% | −840−4.1% | Reduced |
| Rainey & Randall Investment Management Inc. | 19,481 | $3.34M | 0.96% | +26+0.1% | Added |
| Towerpoint Wealth, LLC | 19,491 | $3.34M | 1.98% | −361−1.8% | Reduced |
| Campbell Wealth Management | 19,514 | $3.34M | 0.41% | −2,866−12.8% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 19,522 | $3.34M | 1.61% | −300−1.5% | Reduced |
| Versant Capital Management, Inc | 19,522 | $3.34M | 1.06% | +229+1.2% | Added |
| Sustainable Growth Advisers, LP | 19,556 | $3.35M | 0.02% | 00.0% | Unchanged |
| Kendall Capital Management | 19,563 | $3.35M | 1.48% | −729−3.6% | Reduced |
| Robbins Farley LLC | 19,571 | $3.35M | 2.37% | −1,585−7.5% | Reduced |
| Viawealth, LLC | 19,658 | $3.37M | 2.47% | −566−2.8% | Reduced |
| Camden National Bank | 19,671 | $3.37M | 0.69% | +173+0.9% | Added |
| Community Bank of Raymore | 19,683 | $3.37M | 1.57% | +620+3.3% | Added |
| AAFCPAs Wealth Management, LLC | 19,744 | $3.38M | 2.22% | −221−1.1% | Reduced |
| Cumberland Advisors Inc | 19,755 | $3.38M | 1.50% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 19,775 | $3.39M | 0.79% | −252−1.3% | Reduced |
| Wade Financial Advisory, Inc | 19,803 | $3.39M | 1.45% | −1,388−6.5% | Reduced |
| Independent Wealth Network Inc. | 19,813 | $3.39M | 2.09% | +178+0.9% | Added |
| Ullmann Financial Group, Inc. | 19,890 | $3.41M | 0.64% | +1,927+10.7% | Added |
| First National Bank Sioux Falls | 19,894 | $3.41M | 2.04% | 00.0% | Unchanged |
| Birmingham Capital Management Co Inc | 19,895 | $3.41M | 1.41% | +1,658+9.1% | Added |
| Reik & Co., LLC | 19,909 | $3.41M | 1.00% | −3,565−15.2% | Reduced |
| Ruedi Wealth Management, Inc. | 19,968 | $3.42M | 1.96% | +70.0% | Added |
| Johnson & White Wealth Management, LLC | 19,991 | $3.42M | 3.10% | +19,991 | New |
| Trivest Advisors Ltd | 20,000 | $3.42M | 0.25% | +20,000 | New |
| Viking Fund Management LLC | 20,000 | $3.42M | 0.69% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 20,002 | $3.42M | 1.80% | −166−0.8% | Reduced |
| Aspire Private Capital, LLC | 20,018 | $3.43M | 1.12% | +128+0.6% | Added |
| Austin Wealth Management, LLC | 18,043 | $3.43M | 1.06% | +18,043 | New |
| MRP Capital Investments, LLC | 42,152 | $3.44M | 3.82% | +21,633+105.4% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $3.44M | 2.24% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 20,120 | $3.44M | 2.40% | +6,308+45.7% | Added |
| Glass Jacobson Investment Advisors llc | 20,148 | $3.45M | 1.58% | +463+2.4% | Added |
| Phillips Financial Management, LLC | 20,156 | $3.45M | 0.33% | +10,962+119.2% | Added |
| Trust Co of Kansas | 20,186 | $3.46M | 2.20% | +178+0.9% | Added |
| Aspire Wealth Management Corp | 20,282 | $3.47M | 2.64% | −362−1.8% | Reduced |
| Berkshire Money Management, Inc. | 20,296 | $3.47M | 0.53% | −983−4.6% | Reduced |
| CPA Asset Management LLC | 20,341 | $3.48M | 2.44% | +435+2.2% | Added |
| Bridgewealth Advisory Group, LLC | 20,354 | $3.48M | 4.28% | +64+0.3% | Added |
| Element Pointe Advisors, LLC | 20,360 | $3.49M | 1.11% | −1,108−5.2% | Reduced |
| Invenio Wealth Partners LLC | 20,367 | $3.49M | 3.17% | +1,003+5.2% | Added |
| Mayport, LLC | 20,369 | $3.49M | 1.92% | −29−0.1% | Reduced |
| Redwood Wealth Management Group, LLC | 20,383 | $3.49M | 4.08% | −104−0.5% | Reduced |
| WMG Financial Advisors, LLC | 20,400 | $3.49M | 2.97% | −2,162−9.6% | Reduced |
| Detalus Advisors, LLC | 20,453 | $3.50M | 1.64% | +22+0.1% | Added |
| Beaird Harris Wealth Management, LLC | 20,478 | $3.51M | 0.42% | +375+1.9% | Added |
| Alliance Wealth Advisors, LLC | 20,497 | $3.51M | 2.55% | −1,275−5.9% | Reduced |
| FSA Wealth Management LLC | 20,510 | $3.51M | 1.96% | +248+1.2% | Added |
| Legacy Wealth Asset Management, LLC | 20,522 | $3.51M | 1.29% | +20.0% | Added |
| Dohj, LLC | 20,262 | $3.52M | 1.57% | −683−3.3% | Reduced |
| Intelligent Financial Strategies | 20,563 | $3.52M | 2.61% | +10.0% | Added |
| Advisory Resource Group | 20,597 | $3.53M | 0.95% | +20.0% | Added |
| Linden Thomas Advisory Services, LLC | 20,644 | $3.53M | 0.79% | −3,257−13.6% | Reduced |
| Walker Asset Management, LLC | 20,666 | $3.54M | 3.15% | −317−1.5% | Reduced |