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 |
|---|---|---|---|---|---|
| Tandem Capital Management Corp | 27,827 | $4.76M | 3.27% | −184−0.7% | Reduced |
| Hamilton Capital, LLC | 27,828 | $4.76M | 0.37% | +1,180+4.4% | Added |
| Unison Asset Management LLC | 27,910 | $4.78M | 3.14% | +1,201+4.5% | Added |
| Hilltop Partners LLC | 27,919 | $4.78M | 2.01% | +1,569+6.0% | Added |
| Truvestments Capital LLC | 27,970 | $4.79M | 2.49% | +560+2.0% | Added |
| Well Done, LLC | 27,978 | $4.79M | 1.06% | +1,586+6.0% | Added |
| Wellspring Financial Advisors, LLC | 28,009 | $4.80M | 1.40% | +3,340+13.5% | Added |
| Blankinship & Foster, LLC | 28,011 | $4.80M | 1.59% | +30.0% | Added |
| Rainsberger Wealth Advisors, Inc. | 28,013 | $4.80M | 2.94% | −1,002−3.5% | Reduced |
| Altman Advisors, Inc. | 28,115 | $4.81M | 3.00% | +28,115 | New |
| Cortland Associates Inc | 28,125 | $4.82M | 0.76% | −379−1.3% | Reduced |
| Landmark Financial Advisors, LLC | 28,143 | $4.82M | 1.96% | −392−1.4% | Reduced |
| Icapital Wealth LLC | 28,145 | $4.82M | 3.41% | +1,316+4.9% | Added |
| Copperwynd Financial, LLC | 28,183 | $4.83M | 2.27% | +6,763+31.6% | Added |
| Register Financial Advisors LLC | 28,208 | $4.83M | 3.54% | −1,107−3.8% | Reduced |
| Mandatum Life Insurance Co Ltd | 28,223 | $4.83M | 2.02% | +50+0.2% | Added |
| Stansberry Asset Management, LLC | 28,243 | $4.84M | 0.85% | −10,374−26.9% | Reduced |
| Baker Boyer National Bank | 28,258 | $4.84M | 1.97% | −36,711−56.5% | Reduced |
| Phocas Financial Corp. | 28,303 | $4.85M | 0.70% | −74−0.3% | Reduced |
| Addison Advisors LLC | 28,362 | $4.86M | 2.26% | +138+0.5% | Added |
| Integrity Financial Corp | 28,394 | $4.86M | 3.68% | +402+1.4% | Added |
| Abound Wealth Management | 28,398 | $4.86M | 2.07% | +3,854+15.7% | Added |
| Beta Wealth Group, Inc. | 28,429 | $4.87M | 2.88% | −226−0.8% | Reduced |
| McRae Capital Management Inc | 28,442 | $4.87M | 1.44% | −1,555−5.2% | Reduced |
| LWM Advisory Services, LLC | 28,434 | $4.87M | 5.23% | −1,025−3.5% | Reduced |
| Accel Wealth Management | 28,477 | $4.88M | 2.72% | +442+1.6% | Added |
| Stony Point Wealth Management Inc. | 27,330 | $4.89M | 2.55% | −287−1.0% | Reduced |
| Total Clarity Wealth Management, Inc. | 28,654 | $4.91M | 2.36% | +818+2.9% | Added |
| Paragon Financial Partners, Inc. | 28,671 | $4.91M | 5.10% | −35−0.1% | Reduced |
| Elmwood Wealth Management, Inc. | 28,681 | $4.91M | 2.37% | −183−0.6% | Reduced |
| Five Oceans Advisors | 28,727 | $4.92M | 3.15% | +1,068+3.9% | Added |
| Schneider Downs Wealth Management Advisors, LP | 28,759 | $4.92M | 1.14% | +253+0.9% | Added |
| Legacy Financial Strategies, LLC | 26,947 | $4.93M | 1.58% | +2,393+9.7% | Added |
| Argent Advisors, Inc. | 28,813 | $4.93M | 2.26% | −1,064−3.6% | Reduced |
| RW Investment Management LLC | 28,814 | $4.93M | 0.90% | +147+0.5% | Added |
| One Charles Private Wealth Services, LLC | 28,814 | $4.93M | 2.88% | −1,079−3.6% | Reduced |
| Summitry LLC | 28,850 | $4.94M | 0.32% | −301−1.0% | Reduced |
| KLK Capital Management LLC | 28,876 | $4.94M | 6.62% | −917−3.1% | Reduced |
| Financial Strategies Group, Inc. | 27,917 | $4.95M | 1.56% | +4,152+17.5% | Added |
| West Oak Capital, LLC | 28,911 | $4.95M | 2.46% | −241−0.8% | Reduced |
| First Financial Corp | 28,953 | $4.96M | 2.91% | +6,585+29.4% | Added |
| Ally Financial Inc. | 29,000 | $4.97M | 0.73% | +29,000 | New |
| Provident Trust Co | 29,075 | $4.98M | 0.11% | 00.0% | Unchanged |
| Hudson Capital Management LLC | 29,122 | $4.99M | 1.99% | +290+1.0% | Added |
| M. Kraus & Co | 29,126 | $4.99M | 1.77% | −290−1.0% | Reduced |
| Hyperion Partners, LLC | 29,128 | $4.99M | 4.31% | +90.0% | Added |
| Opal Wealth Advisors, LLC | 29,149 | $4.99M | 2.92% | +1,347+4.8% | Added |
| Burt Wealth Advisors | 29,162 | $4.99M | 1.53% | −778−2.6% | Reduced |
| Deseret Mutual Benefit Administrators | 29,298 | $5.02M | 2.46% | −3,217−9.9% | Reduced |
| Petix & Botte Co | 29,320 | $5.02M | 1.58% | +90.0% | Added |
| Insight Inv LLC | 28,616 | $5.02M | 5.56% | −510−1.8% | Reduced |
| Verus Financial Partners, Inc. | 28,096 | $5.02M | 0.65% | +387+1.4% | Added |
| Accretive Wealth Partners, LLC | 29,372 | $5.03M | 3.00% | +138+0.5% | Added |
| Bell Investment Advisors, Inc | 29,425 | $5.04M | 1.13% | +4,729+19.1% | Added |
| Prudent Man Advisors, LLC | 28,967 | $5.04M | 2.00% | −1,313−4.3% | Reduced |
| American Institute for Advanced Investment Management, LLP | 27,651 | $5.04M | 4.67% | −2,831−9.3% | Reduced |
| Jacobsen Capital Management | 29,458 | $5.04M | 2.74% | +5,017+20.5% | Added |
| Herbst Group, LLC | 29,470 | $5.05M | 3.60% | +1,030+3.6% | Added |
| Column Capital Advisors, LLC | 112,113 | $5.05M | 0.74% | −673−0.6% | Reduced |
| Auxier Asset Management | 29,483 | $5.05M | 0.86% | −1,063−3.5% | Reduced |
| Retirement Capital Strategies | 29,555 | $5.06M | 2.37% | −363−1.2% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 295,556 | $5.06M | 1.43% | +266,003+900.1% | Added |
| New England Research & Management, Inc. | 29,561 | $5.06M | 2.88% | −45−0.2% | Reduced |
| Madison Wealth Partners, Inc | 29,595 | $5.07M | 2.56% | +1,047+3.7% | Added |
| Kolinsky Wealth Management, LLC | 29,621 | $5.07M | 5.03% | −1,790−5.7% | Reduced |
| Heritage Financial Services, LLC | 29,651 | $5.08M | 0.99% | +384+1.3% | Added |
| Mascoma Wealth Management LLC | 29,654 | $5.08M | 1.59% | +659+2.3% | Added |
| Garrett Wealth Advisory Group, LLC | 29,670 | $5.08M | 2.31% | +296+1.0% | Added |
| BigSur Wealth Management LLC | 29,683 | $5.08M | 2.56% | −830−2.7% | Reduced |
| River Street Advisors LLC | 29,719 | $5.09M | 4.80% | +625+2.1% | Added |
| Michael B. Yongue | 29,801 | $5.10M | 4.97% | −815−2.7% | Reduced |
| Oak Family Advisors, LLC | 29,863 | $5.11M | 2.42% | −44−0.1% | Reduced |
| Amica Retiree Medical Trust | 29,941 | $5.13M | 6.02% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 29,987 | $5.13M | 0.97% | −1,310−4.2% | Reduced |
| Sentinel Pension Advisors Inc | 30,025 | $5.14M | 1.25% | +19,472+184.5% | Added |
| Baron Wealth Management LLC | 30,027 | $5.14M | 3.28% | −4,036−11.8% | Reduced |
| Altus Wealth Group LLC | 30,030 | $5.14M | 3.26% | −931−3.0% | Reduced |
| Omnia Family Wealth, LLC | 30,048 | $5.14M | 3.19% | −860−2.8% | Reduced |
| Trellis Advisors, LLC | 30,050 | $5.14M | 2.35% | +41+0.1% | Added |
| Handelsinvest Investeringsforvaltning | 30,067 | $5.15M | 1.79% | −307−1.0% | Reduced |
| Financial Advisory Partners, LLC | 30,075 | $5.15M | 2.08% | −440−1.4% | Reduced |
| Schear Investment Advisers, LLC | 30,094 | $5.15M | 5.56% | −898−2.9% | Reduced |
| First National Bank of Hutchinson | 30,112 | $5.16M | 3.91% | +649+2.2% | Added |
| Page Arthur B | 30,119 | $5.16M | 5.35% | −1,898−5.9% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 30,122 | $5.16M | 5.43% | −16,281−35.1% | Reduced |
| E&G Advisors, LP | 30,122 | $5.16M | 1.89% | −748−2.4% | Reduced |
| Act Wealth Management, LLC | 30,140 | $5.16M | 3.46% | −2,511−7.7% | Reduced |
| Pinkerton Retirement Specialists, LLC | 30,180 | $5.17M | 1.12% | −322−1.1% | Reduced |
| SCS Capital Management LLC | 30,208 | $5.17M | 0.14% | −48,038−61.4% | Reduced |
| Lifeworks Advisors, LLC | 30,209 | $5.17M | 2.02% | −2,033−6.3% | Reduced |
| Values Added Financial LLC | 30,237 | $5.18M | 4.72% | +1,079+3.7% | Added |
| Aveo Capital Partners, LLC | 30,239 | $5.18M | 0.68% | −349−1.1% | Reduced |
| Wolff Wiese Magana LLC | 30,241 | $5.18M | 4.21% | −1,598−5.0% | Reduced |
| Home Federal Bank of Tennessee | 30,256 | $5.18M | 1.92% | +300+1.0% | Added |
| Pin Oak Investment Advisors Inc | 30,267 | $5.18M | 5.83% | −43−0.1% | Reduced |
| Plotkin Financial Advisors, LLC | 30,272 | $5.18M | 4.56% | +748+2.5% | Added |
| G2 Capital Management, LLC | 30,325 | $5.19M | 2.33% | +444+1.5% | Added |
| One Day In July LLC | 30,343 | $5.19M | 0.92% | +4,322+16.6% | Added |
| Guinness Atkinson Asset Management Inc | 30,481 | $5.22M | 2.90% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 30,525 | $5.23M | 1.47% | −1,248−3.9% | Reduced |