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 8 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
- 4,619
- +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
- 2,380 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 | 6,135 | $2.40T |
| Q4 2025 | 6,131 | $2.61T |
| Q3 2025 | 5,617 | $2.35T |
| Q2 2025 | 5,600 | $1.93T |
| Q1 2025 | 5,608 | $2.08T |
| Q4 2024 | 5,672 | $2.36T |
| Q3 2024 | 5,106 | $2.17T |
| Q2 2024 | 5,133 | $1.98T |
| Q1 2024 | 5,024 | $1.61T |
| Q4 2023 | 4,977 | $1.81T |
| Q3 2023 | 4,619 | $1.60T |
| Q2 2023 | 4,595 | $1.82T |
| Q1 2023 | 4,525 | $1.55T |
| Q4 2022 | 4,556 | $1.21T |
| Q3 2022 | 4,347 | $1.29T |
| Q2 2022 | 4,340 | $1.28T |
| Q1 2022 | 4,391 | $1.66T |
| Q4 2021 | 4,403 | $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 |
|---|---|---|---|---|---|
| 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 |
| Farmers & Merchants Trust Co of Chambersburg PA | 23,166 | $3.97M | 2.59% | −44−0.2% | Reduced |
| Terra Nova Asset Management LLC | 20,463 | $3.97M | 3.61% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 23,193 | $3.97M | 5.54% | −1,820−7.3% | Reduced |
| Intellectus Partners, LLC | 23,198 | $3.97M | 1.26% | −1,566−6.3% | Reduced |
| STAR Financial Bank | 23,225 | $3.98M | 4.08% | −1,845−7.4% | Reduced |
| Valueworks LLC | 23,238 | $3.98M | 1.45% | −140−0.6% | Reduced |
| S.A. Mason LLC | 23,258 | $3.98M | 2.87% | −1,468−5.9% | Reduced |
| Carson Advisory Inc. | 23,267 | $3.98M | 3.49% | +1,011+4.5% | Added |
| Seldon Capital LP | 23,268 | $3.98M | 3.71% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 23,278 | $3.99M | 1.42% | +40+0.2% | Added |
| S. R. Schill & Associates | 23,286 | $3.99M | 1.94% | −137−0.6% | Reduced |
| Catalyst Capital Advisors LLC | 23,289 | $3.99M | 0.11% | −92−0.4% | Reduced |
| Richard W. Paul & Associates, LLC | 23,318 | $3.99M | 1.83% | −3,399−12.7% | Reduced |
| Successful Portfolios LLC | 23,341 | $4.00M | 3.54% | −174−0.7% | Reduced |
| Financial Connections Group, Inc. | 23,355 | $4.00M | 4.93% | −2,140−8.4% | Reduced |
| Almanack Investment Partners, LLC. | 23,364 | $4.00M | 0.77% | −6,482−21.7% | Reduced |
| Retirement Group, LLC | 23,410 | $4.01M | 1.67% | +345+1.5% | Added |
| PFW Advisors LLC | 23,433 | $4.01M | 1.42% | +56+0.2% | Added |
| Engrave Wealth Partners LLC | 23,565 | $4.03M | 1.24% | +265+1.1% | Added |
| Ergawealth Advisors, Inc. | 23,584 | $4.04M | 2.79% | −26−0.1% | Reduced |
| Calton & Associates, Inc. | 23,624 | $4.04M | 5.91% | −27,618−53.9% | Reduced |
| Hofer & Associates. Inc | 23,641 | $4.05M | 4.15% | +103+0.4% | Added |
| Sunburst Financial Group, LLC | 23,668 | $4.05M | 1.43% | −1,065−4.3% | Reduced |
| Outfitter Financial LLC | 23,670 | $4.05M | 3.82% | −50−0.2% | Reduced |
| Dividend Assets Capital, LLC | 23,685 | $4.05M | 0.84% | +104+0.4% | Added |
| Brooks, Moore & Associates, Inc. | 23,692 | $4.06M | 3.06% | −1,696−6.7% | Reduced |
| Tevis Investment Management | 23,694 | $4.06M | 4.12% | −650−2.7% | Reduced |
| Cooper/Haims Advisors, LLC | 23,763 | $4.07M | 3.17% | −1,267−5.1% | Reduced |
| Weik Capital Management | 23,771 | $4.07M | 2.00% | +80+0.3% | Added |
| Fiducient Advisors LLC | 23,796 | $4.07M | 0.23% | +19,895+510.0% | Added |
| St. Louis Trust Co | 23,825 | $4.08M | 0.77% | 00.0% | Unchanged |
| TMD Wealth Management, LLC | 23,835 | $4.08M | 1.16% | −681−2.8% | Reduced |
| Trust Co | 23,843 | $4.08M | 0.66% | +94+0.4% | Added |
| Hoxton Planning & Management, LLC | 23,865 | $4.09M | 2.65% | −426−1.8% | Reduced |
| ERTS Wealth Advisors, LLC | 23,871 | $4.09M | 0.98% | +346+1.5% | Added |
| Wealthspan Partners, LLC | 23,872 | $4.09M | 3.23% | +432+1.8% | Added |
| Castle Wealth Management LLC | 23,885 | $4.09M | 2.91% | −1,188−4.7% | Reduced |
| Fortem Financial Group, LLC | 23,889 | $4.09M | 2.40% | +137+0.6% | Added |
| Lewis Capital Management, LLC | 23,927 | $4.10M | 6.38% | +1,619+7.3% | Added |
| Annandale Capital, LLC | 23,941 | $4.10M | 1.23% | +40.0% | Added |
| Verum Partners LLC | 23,967 | $4.10M | 1.83% | +8,789+57.9% | Added |
| Rational Advisors LLC | 23,991 | $4.11M | 0.37% | +6,383+36.3% | Added |
| Park Place Capital Corp | 24,024 | $4.11M | 1.20% | +259+1.1% | Added |
| InTrack Investment Management Inc | 24,045 | $4.12M | 3.62% | −331−1.4% | Reduced |
| Analog Century Management LP | 24,072 | $4.12M | 1.10% | −287−1.2% | Reduced |
| Private Ocean, LLC | 24,111 | $4.13M | 0.52% | −3,982−14.2% | Reduced |
| Legacy Capital Wealth Partners, LLC | 24,121 | $4.13M | 1.13% | +24,121 | New |
| Financial Management Professionals, Inc. | 24,179 | $4.14M | 0.73% | −823−3.3% | Reduced |
| Accuvest Global Advisors | 24,282 | $4.16M | 2.28% | +1,342+5.9% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 24,287 | $4.16M | 2.67% | −2,132−8.1% | Reduced |
| Snider Financial Group | 24,312 | $4.16M | 2.01% | +793+3.4% | Added |
| FWL Investment Management, LLC | 24,410 | $4.18M | 2.81% | −494−2.0% | Reduced |
| Mountain Pacific Investment Advisers Inc | 24,417 | $4.18M | 0.29% | +220+0.9% | Added |
| Kraematon Investment Advisors, Inc | 24,444 | $4.18M | 5.16% | +24+0.1% | Added |
| Dodge & Cox | 24,456 | $4.19M | 0.00% | −200−0.8% | Reduced |
| KFG Wealth Management, LLC | 24,492 | $4.19M | 2.28% | +515+2.1% | Added |
| LaSalle St. Investment Advisors, LLC | 24,500 | $4.19M | 2.08% | +3,993+19.5% | Added |
| Summit Financial Group Inc | 24,574 | $4.21M | 1.77% | −1,135−4.4% | Reduced |
| Dougherty Wealth Advisers LLC | 24,576 | $4.21M | 4.87% | −40.0% | Reduced |
| Colton Groome Financial Advisors, LLC | 24,582 | $4.21M | 2.11% | +1,537+6.7% | Added |
| Compass Ion Advisors, LLC | 24,582 | $4.21M | 0.72% | +10,628+76.2% | Added |
| IAM Advisory, LLC | 24,642 | $4.22M | 1.47% | −125−0.5% | Reduced |
| Hengehold Capital Management LLC | 24,659 | $4.22M | 0.55% | +123+0.5% | Added |
| Penobscot Wealth Management | 24,701 | $4.23M | 3.20% | +1,650+7.2% | Added |
| Sicart Associates LLC | 24,729 | $4.23M | 1.66% | 00.0% | Unchanged |
| Bassett Hargrove Investment Counsel, LLC | 24,729 | $4.23M | 7.10% | −335−1.3% | Reduced |
| Seven Eight Capital, LP | 24,771 | $4.24M | 0.50% | +24,771 | New |
| Engineers Gate Manager LP | 24,827 | $4.25M | 0.16% | +24,827 | New |
| Curi Capital | 24,830 | $4.25M | 0.65% | −20,203−44.9% | Reduced |
| Worth Financial Advisory Group, LLC | 24,833 | $4.25M | 3.83% | +605+2.5% | Added |
| MWA Asset Management | 24,904 | $4.26M | 4.12% | +24,904 | New |
| Cardinal Point Capital Management, ULC | 24,903 | $4.26M | 1.12% | +1,551+6.6% | Added |
| ML & R Wealth Management LLC | 24,904 | $4.26M | 1.11% | −25,167−50.3% | Reduced |
| West Paces Advisors Inc. | 24,915 | $4.27M | 1.34% | −4,154−14.3% | Reduced |
| Brasada Capital Management, LP | 23,834 | $4.27M | 1.00% | −600−2.5% | Reduced |
| Financial Advisors, LLC | 24,926 | $4.27M | 1.06% | −989−3.8% | Reduced |
| Selective Wealth Management, Inc. | 24,596 | $4.27M | 2.35% | −877−3.4% | Reduced |
| Curran Financial Partners, LLC | 24,973 | $4.28M | 1.86% | +665+2.7% | Added |
| Mountain Capital Investment Advisors, Inc | 22,949 | $4.28M | 1.60% | +40+0.2% | Added |
| Morgens Waterfall Vintiadis & Co Inc | 25,000 | $4.28M | 3.47% | −4,000−13.8% | Reduced |
| Auto-Owners Insurance Co | 25,000 | $4.28M | 0.14% | 00.0% | Unchanged |
| Briggs Advisory Group, Inc. | 25,009 | $4.28M | 2.45% | −507−2.0% | Reduced |
| Union Savings Bank | 25,017 | $4.28M | 2.67% | +384+1.6% | Added |
| Fortune Financial Advisors, LLC | 25,020 | $4.28M | 3.28% | −282−1.1% | Reduced |
| Alaska Permanent Fund Corp | 25,042 | $4.29M | 0.08% | +8,925+55.4% | Added |
| Carr Financial Group Corp | 24,286 | $4.29M | 1.70% | +6,173+34.1% | Added |
| Paradigm Asset Management Co LLC | 25,096 | $4.30M | 1.22% | −1,000−3.8% | Reduced |
| Tectonic Advisors LLC | 25,097 | $4.30M | 0.40% | +726+3.0% | Added |
| Eldridge Investment Advisors, Inc. | 25,101 | $4.30M | 1.43% | +285+1.1% | Added |
| Doliver Advisors, LP | 25,209 | $4.32M | 1.30% | +232+0.9% | Added |
| Lantz Financial LLC | 25,258 | $4.32M | 1.72% | −37−0.1% | Reduced |
| Primoris Wealth Advisors, LLC | 25,261 | $4.32M | 5.23% | −206−0.8% | Reduced |
| Cascade Investment Advisors, Inc. | 25,266 | $4.33M | 3.42% | −2,183−8.0% | Reduced |
| Diversified Portfolios, Inc. | 25,273 | $4.33M | 0.82% | −2,052−7.5% | Reduced |
| Prosperity Wealth Management, Inc. | 25,277 | $4.33M | 2.80% | −829−3.2% | Reduced |
| New World Advisors LLC | 25,298 | $4.33M | 1.51% | −406−1.6% | Reduced |
| PRW Wealth Management LLC | 25,436 | $4.33M | 1.65% | −408−1.6% | Reduced |
| Outlook Wealth Advisors, LLC | 25,345 | $4.34M | 1.66% | +1,243+5.2% | Added |