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 |
|---|---|---|---|---|---|
| Alesco Advisors LLC | 20,678 | $3.54M | 0.14% | −1,007−4.6% | Reduced |
| First City Capital Management, Inc. | 20,678 | $3.54M | 2.22% | +12+0.1% | Added |
| Kearns & Associates LLC | 20,728 | $3.55M | 3.35% | 00.0% | Unchanged |
| Hardy Reed LLC | 20,733 | $3.55M | 0.64% | +428+2.1% | Added |
| Regis Management CO LLC | 20,781 | $3.56M | 1.22% | −90.0% | Reduced |
| SAM Advisors, LLC | 20,800 | $3.56M | 1.55% | +371+1.8% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 20,880 | $3.58M | 0.08% | −238−1.1% | Reduced |
| Matrix Private Capital Group LLC | 20,913 | $3.58M | 2.67% | −231−1.1% | Reduced |
| Financial Advisory Corp | 20,913 | $3.58M | 1.65% | +188+0.9% | Added |
| Options Solutions, LLC | 20,929 | $3.58M | 4.11% | −1,535−6.8% | Reduced |
| QP Wealth Management, LLC | 20,953 | $3.59M | 6.26% | −4,250−16.9% | Reduced |
| Salvus Wealth Management, LLC | 20,959 | $3.59M | 2.84% | −1,084−4.9% | Reduced |
| EdgeRock Capital LLC | 20,979 | $3.59M | 2.18% | +2,812+15.5% | Added |
| Legacy CG, LLC | 20,980 | $3.59M | 1.67% | −3,650−14.8% | Reduced |
| Cipher Capital LP | 20,986 | $3.59M | 2.55% | +7,646+57.3% | Added |
| Southern Capital Advisors, LLC | 21,009 | $3.60M | 2.99% | −1,364−6.1% | Reduced |
| Family Asset Management, LLC | 21,025 | $3.60M | 2.65% | −391−1.8% | Reduced |
| Washburn Capital Management, Inc. | 21,033 | $3.60M | 3.04% | +174+0.8% | Added |
| Pensionmark Financial Group, LLC | 21,094 | $3.61M | 0.72% | +1,010+5.0% | Added |
| Kaye Capital Management | 21,188 | $3.63M | 1.66% | +24+0.1% | Added |
| HC Advisors, LLC | 21,213 | $3.63M | 2.16% | −1,099−4.9% | Reduced |
| Stone Point Wealth LLC | 21,222 | $3.63M | 1.56% | −92−0.4% | Reduced |
| Firethorn Wealth Partners, LLC | 21,247 | $3.64M | 2.79% | −233−1.1% | Reduced |
| Gilman Hill Asset Management, LLC | 21,262 | $3.64M | 0.72% | −630−2.9% | Reduced |
| Howard Capital Management Inc. | 21,292 | $3.65M | 0.49% | +3,570+20.1% | Added |
| IMPACTfolio, LLC | 21,302 | $3.65M | 2.63% | −1,478−6.5% | Reduced |
| Vahanian & Associates Financial Planning Inc. | 21,311 | $3.65M | 11.72% | +1,580+8.0% | Added |
| Unionview, LLC | 21,314 | $3.65M | 3.45% | −203−0.9% | Reduced |
| Granger Management LLC | 21,326 | $3.65M | 1.54% | +63+0.3% | Added |
| Paladin Advisory Group, LLC | 21,326 | $3.65M | 3.08% | −86−0.4% | Reduced |
| Islay Capital Management, LLC | 21,356 | $3.66M | 3.15% | −748−3.4% | Reduced |
| Activest Wealth Management | 21,364 | $3.66M | 2.25% | +686+3.3% | Added |
| Blue Square Asset Management, LLC | 21,376 | $3.66M | 2.70% | +455+2.2% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 21,319 | $3.67M | 0.78% | −16,870−44.2% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 21,417 | $3.67M | 1.41% | +348+1.7% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 19,052 | $3.67M | 3.05% | −3,358−15.0% | Reduced |
| Shilanski & Associates, Inc. | 21,435 | $3.67M | 1.50% | −443−2.0% | Reduced |
| Palo Alto Wealth Advisors, LLC | 21,457 | $3.67M | 3.07% | +310+1.5% | Added |
| Hillsdale Investment Management Inc. | 21,459 | $3.67M | 0.34% | +10,252+91.5% | Added |
| Guild Investment Management, Inc. | 21,547 | $3.69M | 6.18% | −115−0.5% | Reduced |
| Arcataur Capital Management LLC | 21,548 | $3.69M | 1.54% | −275−1.3% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 21,553 | $3.69M | 0.86% | −2,678−11.1% | Reduced |
| Massachusetts Wealth Management | 21,571 | $3.69M | 3.39% | −50−0.2% | Reduced |
| Worth Asset Management, LLC | 21,573 | $3.69M | 2.99% | −324−1.5% | Reduced |
| Cherrydale Wealth Management, LLC | 21,594 | $3.70M | 2.20% | +293+1.4% | Added |
| MB, Levis & Associates, LLC | 21,676 | $3.71M | 2.41% | −22−0.1% | Reduced |
| Portland Hill Asset Management Ltd | 21,810 | $3.71M | 9.57% | −3,791−14.8% | Reduced |
| Center For Asset Management LLC | 21,703 | $3.72M | 3.71% | −195−0.9% | Reduced |
| IronBridge Private Wealth, LLC | 21,740 | $3.72M | 2.02% | +17,114+370.0% | Added |
| Davis-Rea Ltd. | 21,746 | $3.72M | 2.02% | −12,196−35.9% | Reduced |
| Sara-Bay Financial | 21,767 | $3.73M | 1.89% | −1,794−7.6% | Reduced |
| Peoples Bank | 21,805 | $3.73M | 3.19% | +21,805 | New |
| Melfa Wealth Management, LLC | 21,807 | $3.73M | 4.06% | −290−1.3% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 21,864 | $3.74M | 2.39% | −378−1.7% | Reduced |
| Beirne Wealth Consulting Services, LLC | 19,324 | $3.75M | 2.99% | 00.0% | Unchanged |
| Bluesphere Advisors, LLC | 21,945 | $3.76M | 2.70% | +30.0% | Added |
| Morris Retirement Advisors, LLC | 21,948 | $3.76M | 2.68% | +3,845+21.2% | Added |
| JDM Financial Group LLC | 22,080 | $3.78M | 3.48% | −30.0% | Reduced |
| Horan Securities, Inc. | 22,089 | $3.78M | 2.01% | −3,004−12.0% | Reduced |
| Caerus Investment Advisors, LLC | 22,117 | $3.79M | 3.90% | 00.0% | Unchanged |
| Beck Capital Management, LLC | 22,122 | $3.79M | 1.46% | +1,802+8.9% | Added |
| TD Capital Management LLC | 22,140 | $3.79M | 0.46% | −198−0.9% | Reduced |
| Cornercap Investment Counsel Inc | 22,179 | $3.80M | 0.69% | −34−0.2% | Reduced |
| Pictet Bank & Trust Ltd | 22,190 | $3.80M | 4.08% | 00.0% | Unchanged |
| Capital Planning LLC | 22,275 | $3.81M | 1.50% | +1,449+7.0% | Added |
| Private Harbour Investment Management & Counsel, LLC | 22,309 | $3.82M | 4.37% | −19−0.1% | Reduced |
| OmniStar Financial Group, Inc. | 22,292 | $3.82M | 4.53% | −3,082−12.1% | Reduced |
| Human Investing LLC | 22,322 | $3.82M | 0.89% | −1,950−8.0% | Reduced |
| Callan Family Office, LLC | 22,322 | $3.82M | 1.02% | −3,415−13.3% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 22,356 | $3.83M | 0.34% | +788+3.7% | Added |
| Peavine Capital, LLC | 22,360 | $3.83M | 1.00% | 00.0% | Unchanged |
| MU Investments Co., Ltd. | 22,430 | $3.83M | 5.12% | −200−0.9% | Reduced |
| Birchcreek Wealth Management, LLC | 22,378 | $3.83M | 2.60% | −653−2.8% | Reduced |
| LGL Partners, LLC | 22,419 | $3.84M | 0.67% | −489−2.1% | Reduced |
| Atom Investors LP | 22,452 | $3.84M | 0.88% | +16,084+252.6% | Added |
| Midwest Professional Planners, LTD. | 22,457 | $3.84M | 1.73% | −1,355−5.7% | Reduced |
| Source Financial Advisors LLC | 22,490 | $3.85M | 1.30% | +128+0.6% | Added |
| Affinity Investment Advisors, LLC | 22,491 | $3.85M | 2.49% | −1,551−6.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 22,496 | $3.85M | 0.39% | +14,878+195.3% | Added |
| Aprio Wealth Management, LLC | 22,538 | $3.86M | 1.06% | +302+1.4% | Added |
| Murphy Pohlad Asset Management LLC | 22,630 | $3.87M | 1.70% | −313−1.4% | Reduced |
| Ategra Capital Management, LLC | 22,653 | $3.88M | 2.12% | +20.0% | Added |
| Ogorek Anthony Joseph | 22,727 | $3.89M | 1.53% | −893−3.8% | Reduced |
| Windsor Capital Management, LLC | 22,728 | $3.89M | 1.35% | −397−1.7% | Reduced |
| O'Brien Wealth Partners LLC | 22,757 | $3.90M | 1.12% | −351−1.5% | Reduced |
| Adamsbrown Wealth Consultants LLC | 22,794 | $3.90M | 1.92% | +128+0.6% | Added |
| Paragon Capital Management Ltd | 22,819 | $3.91M | 0.88% | −818−3.5% | Reduced |
| McClarren Financial Advisors, Inc. | 22,905 | $3.92M | 3.42% | +1,357+6.3% | Added |
| Abacus Wealth Partners, LLC | 22,890 | $3.92M | 1.21% | +3,636+18.9% | Added |
| Forbes Financial Planning, Inc. | 22,895 | $3.92M | 4.20% | 00.0% | Unchanged |
| TAP Consulting, LLC | 22,919 | $3.92M | 1.01% | −10,211−30.8% | Reduced |
| New Jersey Better Educational Savings Trust | 22,926 | $3.93M | 9.63% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 22,969 | $3.93M | 2.18% | −109−0.5% | Reduced |
| Red Wave Investments LLC | 23,012 | $3.94M | 1.68% | −10.0% | Reduced |
| Advanced Portfolio Management, LLC | 23,047 | $3.95M | 3.44% | −5,978−20.6% | Reduced |
| AXS Investments LLC | 23,054 | $3.95M | 1.02% | −5,955−20.5% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 23,102 | $3.96M | 5.22% | −1,509−6.1% | Reduced |
| Bessemer Securities LLC | 23,106 | $3.96M | 5.48% | −21,967−48.7% | Reduced |
| Roanoke Asset Management Corp | 23,133 | $3.96M | 1.62% | −235−1.0% | Reduced |
| First Citizens Financial Corp | 23,154 | $3.96M | 2.79% | −2,500−9.7% | Reduced |