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 |
|---|---|---|---|---|---|
| Palisades Hudson Asset Management, L.P. | 25,361 | $4.34M | 2.38% | 00.0% | Unchanged |
| Barrier Capital Management, LLC | 25,364 | $4.34M | 5.27% | −11,726−31.6% | Reduced |
| Deltec Asset Management LLC | 25,402 | $4.35M | 0.99% | +1,820+7.7% | Added |
| Cutler Investment Counsel LLC | 25,409 | $4.35M | 0.69% | +314+1.3% | Added |
| Ledge Wealth Management, Inc. | 25,420 | $4.35M | 1.95% | +116+0.5% | Added |
| Astoria Portfolio Advisors LLC. | 26,137 | $4.36M | 2.11% | −295−1.1% | Reduced |
| Demars Financial Group, LLC | 25,509 | $4.37M | 2.50% | −1,266−4.7% | Reduced |
| ShoreHaven Wealth Partners, LLC | 25,566 | $4.38M | 3.01% | −79−0.3% | Reduced |
| Knollwood Investment Advisory, LLC | 25,581 | $4.38M | 2.05% | −463−1.8% | Reduced |
| Royal Harbor Partners, LLC | 25,588 | $4.38M | 2.28% | −3,749−12.8% | Reduced |
| Fairfield, Bush & Co. | 25,623 | $4.39M | 2.87% | −147,950−85.2% | Reduced |
| Grey Fox Wealth Advisors, LLC | 25,637 | $4.39M | 2.20% | +90.0% | Added |
| WPWealth LLP | 25,641 | $4.39M | 1.68% | +77+0.3% | Added |
| Royal Capital Wealth Management, LLC | 25,643 | $4.39M | 4.21% | +155+0.6% | Added |
| Affinity Wealth Management LLC | 25,648 | $4.39M | 1.01% | +115+0.5% | Added |
| Granite Harbor Advisors, Inc. | 25,656 | $4.39M | 3.53% | +263+1.0% | Added |
| ICW Investment Advisors LLC | 25,729 | $4.40M | 2.37% | +2,178+9.2% | Added |
| Richard P Slaughter Associates Inc | 25,729 | $4.41M | 1.18% | −1,144−4.3% | Reduced |
| Boit C F David | 25,402 | $4.41M | 3.02% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 25,790 | $4.42M | 4.46% | −1,275−4.7% | Reduced |
| Syntal Capital Partners, LLC | 25,822 | $4.42M | 3.44% | −45−0.2% | Reduced |
| PrairieView Partners, LLC | 25,827 | $4.42M | 0.60% | −8,443−24.6% | Reduced |
| Court Place Advisors, LLC | 25,877 | $4.43M | 1.57% | −865−3.2% | Reduced |
| Magnolia Capital Management Ltd | 25,881 | $4.43M | 4.31% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 25,886 | $4.43M | 5.08% | −3,843−12.9% | Reduced |
| Black Diamond Financial, LLC | 25,907 | $4.44M | 1.37% | +1,877+7.8% | Added |
| Dunhill Financial, LLC | 24,868 | $4.44M | 2.80% | +786+3.3% | Added |
| Pathway Financial Advisers, LLC | 25,927 | $4.44M | 1.83% | +25,927 | New |
| Creative Capital Management Investments LLC | 25,953 | $4.44M | 3.05% | −1,662−6.0% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 26,000 | $4.45M | 3.13% | +13,000+100.0% | Added |
| Yost Capital Management, LP | 26,000 | $4.45M | 4.79% | +5,000+23.8% | Added |
| Spectrum Wealth Advisory Group, LLC | 26,003 | $4.45M | 6.16% | +20.0% | Added |
| Stamos Capital Partners, L.P. | 26,020 | $4.45M | 0.99% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 26,024 | $4.46M | 2.39% | +1,006+4.0% | Added |
| Brooktree Capital Management | 26,071 | $4.46M | 3.73% | −5,371−17.1% | Reduced |
| Sym Financial Corp | 26,110 | $4.47M | 0.79% | +18,079+225.1% | Added |
| Signify Wealth | 26,124 | $4.47M | 6.02% | −364−1.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 26,136 | $4.47M | 2.39% | +26,136 | New |
| Certus Wealth Management, LLC | 26,139 | $4.48M | 4.28% | −1,412−5.1% | Reduced |
| Laird Norton Trust Company, LLC | 26,192 | $4.48M | 0.58% | −30.0% | Reduced |
| Fosun International Ltd | 26,194 | $4.48M | 0.72% | −7,075−21.3% | Reduced |
| Archvest Wealth Advisors, Inc. | 26,195 | $4.48M | 3.65% | −232−0.9% | Reduced |
| Walleye Capital LLC | 26,205 | $4.49M | 0.07% | +26,205 | New |
| Rosenbaum Jay D. | 26,229 | $4.49M | 7.52% | −718−2.7% | Reduced |
| Convergence Investment Partners, LLC | 26,271 | $4.50M | 2.66% | −1,159−4.2% | Reduced |
| My Personal CFO, LLC | 26,300 | $4.50M | 3.64% | +24+0.1% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 26,308 | $4.50M | 5.84% | −204−0.8% | Reduced |
| Boothbay Fund Management, LLC | 26,362 | $4.51M | 0.16% | −11,507−30.4% | Reduced |
| Mendel Capital Management LLC | 26,392 | $4.52M | 3.71% | +22+0.1% | Added |
| Davis Investment Partners, LLC | 25,843 | $4.52M | 2.41% | +1,126+4.6% | Added |
| Libra Wealth LLC | 26,428 | $4.52M | 2.50% | +40+0.2% | Added |
| MBA Advisors LLC | 26,448 | $4.53M | 2.78% | −550−2.0% | Reduced |
| Maryland Capital Advisors Inc. | 26,488 | $4.54M | 3.46% | −128−0.5% | Reduced |
| Long Run Wealth Advisors, LLC | 26,497 | $4.54M | 1.47% | +477+1.8% | Added |
| Triton Wealth Management, PLLC | 25,820 | $4.54M | 3.05% | −1,261−4.7% | Reduced |
| Karani Asset Management LLC | 26,570 | $4.55M | 6.55% | +325+1.2% | Added |
| waypoint wealth counsel | 26,615 | $4.56M | 4.29% | +68+0.3% | Added |
| Landaas & Co | 26,596 | $4.56M | 1.98% | −2,637−9.0% | Reduced |
| Bowman & Co S.C. | 26,696 | $4.57M | 3.64% | +6,430+31.7% | Added |
| Gould Capital, LLC | 26,333 | $4.58M | 3.70% | −915−3.4% | Reduced |
| Gould Asset Management LLC | 26,745 | $4.58M | 1.29% | +1,933+7.8% | Added |
| Rockingstone Advisors LLC | 26,772 | $4.58M | 2.53% | +1,481+5.9% | Added |
| WESPAC Advisors, LLC | 26,777 | $4.58M | 3.43% | +3,930+17.2% | Added |
| Nordwand Advisors, LLC | 26,791 | $4.59M | 0.91% | −3,201−10.7% | Reduced |
| Argus Investors' Counsel, Inc. | 26,797 | $4.59M | 3.31% | +72+0.3% | Added |
| McAlister, Sweet & Associates, Inc. | 26,811 | $4.59M | 3.90% | +4,555+20.5% | Added |
| Quaker Wealth Management, LLC | 26,812 | $4.59M | 2.24% | +802+3.1% | Added |
| FinDec Wealth Services, Inc. | 26,822 | $4.59M | 3.32% | +19+0.1% | Added |
| KFA Private Wealth Group, LLC | 26,824 | $4.59M | 1.91% | −120−0.4% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 26,523 | $4.60M | 2.34% | +875+3.4% | Added |
| Red Cedar Investment Management, LLC | 26,856 | $4.60M | 0.70% | +274+1.0% | Added |
| Guerra Pan Advisors, LLC | 26,862 | $4.60M | 5.31% | −285−1.0% | Reduced |
| Wrapmanager Inc | 26,884 | $4.60M | 1.47% | +699+2.7% | Added |
| Schrum Private Wealth Management LLC | 26,891 | $4.60M | 5.25% | −201−0.7% | Reduced |
| MGO Private Wealth, LLC | 27,015 | $4.63M | 3.45% | −30−0.1% | Reduced |
| DDFG, Inc | 27,035 | $4.63M | 1.71% | −195−0.7% | Reduced |
| Crescent Sterling, Ltd. | 27,103 | $4.64M | 4.91% | −2,920−9.7% | Reduced |
| Arista Wealth Management, LLC | 27,134 | $4.65M | 1.82% | +654+2.5% | Added |
| Butensky & Cohen Financial Security, Inc | 27,210 | $4.66M | 1.69% | +633+2.4% | Added |
| HWG Holdings LP | 27,247 | $4.66M | 2.60% | −21,302−43.9% | Reduced |
| WESCAP Management Group, Inc. | 27,328 | $4.68M | 1.67% | 00.0% | Unchanged |
| Trustco Bank Corp N Y | 27,353 | $4.68M | 5.33% | −131−0.5% | Reduced |
| Connective Capital Management, LLC | 27,356 | $4.68M | 10.70% | 00.0% | Unchanged |
| Factorial Partners, LLC | 27,360 | $4.68M | 3.42% | 00.0% | Unchanged |
| Austin Asset Management Co Inc | 27,361 | $4.68M | 1.37% | +78+0.3% | Added |
| Barrett & Company, Inc. | 27,404 | $4.69M | 2.76% | +434+1.6% | Added |
| Moran Wealth Management, LLC | 27,433 | $4.70M | 0.18% | −68,899−71.5% | Reduced |
| Marshall & Sullivan Inc | 27,441 | $4.70M | 2.74% | −203−0.7% | Reduced |
| Cahaba Wealth Management, Inc. | 27,451 | $4.70M | 0.52% | −301−1.1% | Reduced |
| Collaborative Wealth Managment Inc. | 27,472 | $4.70M | 2.81% | −358−1.3% | Reduced |
| Westshore Wealth, LLC | 27,526 | $4.71M | 2.62% | −2,014−6.8% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 27,547 | $4.72M | 2.48% | +982+3.7% | Added |
| Vickerman Investment Advisors, Inc. | 27,584 | $4.72M | 1.93% | −1,748−6.0% | Reduced |
| Addison Capital Co | 27,609 | $4.73M | 3.68% | +544+2.0% | Added |
| Measured Wealth Private Client Group, LLC | 27,634 | $4.73M | 1.90% | −1,254−4.3% | Reduced |
| SFI Advisors, LLC | 27,666 | $4.74M | 4.63% | +230+0.8% | Added |
| OneAscent Financial Services LLC | 27,699 | $4.74M | 1.23% | +27,699 | New |
| Evolution Wealth Advisors, LLC | 27,775 | $4.76M | 1.06% | −3,476−11.1% | Reduced |
| Grey Street Capital, LLC | 27,795 | $4.76M | 2.73% | −178−0.6% | Reduced |
| Crown Wealth Group, LLC | 27,805 | $4.76M | 3.58% | +165+0.6% | Added |