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 |
|---|---|---|---|---|---|
| BCS Wealth Management | 30,569 | $5.23M | 2.18% | +30,569 | New |
| Center for Financial Planning, Inc. | 30,654 | $5.25M | 1.13% | +2,287+8.1% | Added |
| Peoples Bank | 30,670 | $5.25M | 3.43% | −724−2.3% | Reduced |
| Pacific Center for Financial Services | 30,777 | $5.27M | 1.79% | +455+1.5% | Added |
| David J Yvars Group | 30,810 | $5.27M | 4.40% | −723−2.3% | Reduced |
| Dempze Nancy E | 30,909 | $5.29M | 4.75% | −310−1.0% | Reduced |
| Syntax Research, Inc. | 30,917 | $5.29M | 4.29% | +30,917 | New |
| Sterling Group Wealth Management, LLC | 31,010 | $5.31M | 5.02% | +12,148+64.4% | Added |
| Elevated Capital Advisors, LLC | 31,111 | $5.33M | 1.81% | +320+1.0% | Added |
| Capital Markets Trading UK LLP | 31,144 | $5.33M | 4.63% | +12,662+68.5% | Added |
| RE Dickinson Investment Advisors, LLC | 31,222 | $5.34M | 3.75% | +20.0% | Added |
| Kenfarb & Co. | 31,306 | $5.36M | 4.90% | −55−0.2% | Reduced |
| Windsor Group LTD | 31,388 | $5.37M | 0.98% | −24−0.1% | Reduced |
| Trinity Financial Advisors LLC | 31,413 | $5.38M | 2.86% | −667−2.1% | Reduced |
| Herald Investment Management Ltd | 31,500 | $5.39M | 1.15% | 00.0% | Unchanged |
| Total Investment Management Inc | 31,506 | $5.39M | 0.77% | +5,894+23.0% | Added |
| Summit Place Financial Advisors, LLC | 31,522 | $5.40M | 3.84% | −1,724−5.2% | Reduced |
| Willis Johnson & Associates, Inc. | 31,532 | $5.40M | 0.58% | +347+1.1% | Added |
| Mason & Associates Inc | 31,564 | $5.40M | 1.73% | −523−1.6% | Reduced |
| Windsor Advisory Group, LLC | 31,587 | $5.41M | 12.86% | +2,151+7.3% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 31,677 | $5.41M | 2.75% | −4,200−11.7% | Reduced |
| Widmann Financial Services, Inc. | 31,610 | $5.41M | 5.39% | −424−1.3% | Reduced |
| Ahl Investment Management, Inc. | 31,685 | $5.42M | 4.83% | −251−0.8% | Reduced |
| W.H. Cornerstone Investments Inc. | 31,708 | $5.43M | 4.77% | +228+0.7% | Added |
| Lakewood Asset Management LLC | 31,716 | $5.43M | 4.43% | −703−2.2% | Reduced |
| Ramirez Asset Management, Inc. | 31,754 | $5.44M | 1.17% | +31,754 | New |
| Charles Schwab Trust Co | 31,757 | $5.44M | 0.61% | +2,120+7.2% | Added |
| Hanson & Doremus Investment Management | 31,810 | $5.45M | 1.12% | −494−1.5% | Reduced |
| Seascape Capital Management | 31,835 | $5.45M | 2.58% | +61+0.2% | Added |
| Kampmann Melissa S. | 31,857 | $5.45M | 5.26% | +31,857 | New |
| Goldstein Advisors, LLC | 31,862 | $5.46M | 1.14% | −464−1.4% | Reduced |
| Phoenix Wealth Advisors | 31,866 | $5.46M | 3.21% | +299+0.9% | Added |
| Smith Shellnut Wilson LLC | 31,997 | $5.48M | 3.35% | −87−0.3% | Reduced |
| Sentry LLC | 32,068 | $5.49M | 1.16% | −3,690−10.3% | Reduced |
| Meridian Wealth Partners, LLC | 32,075 | $5.49M | 1.14% | +1,070+3.5% | Added |
| Beaton Management Co. Inc. | 32,140 | $5.50M | 3.57% | +1,979+6.6% | Added |
| Rodgers Brothers Inc. | 32,160 | $5.51M | 0.94% | +1,501+4.9% | Added |
| Wealth Quarterback LLC | 32,162 | $5.51M | 4.76% | −977−2.9% | Reduced |
| Ayrshire Capital Management LLC | 32,189 | $5.51M | 3.56% | −3,969−11.0% | Reduced |
| Headlands Technologies LLC | 32,208 | $5.51M | 2.71% | −69,647−68.4% | Reduced |
| Tarbox Family Office, Inc. | 32,241 | $5.52M | 1.14% | −1,068−3.2% | Reduced |
| Nvest Financial, LLC | 32,245 | $5.52M | 5.16% | −159−0.5% | Reduced |
| Garrison Point Advisors, LLC | 32,268 | $5.52M | 4.27% | −73−0.2% | Reduced |
| Provence Wealth Management Group | 32,283 | $5.53M | 3.39% | −9,985−23.6% | Reduced |
| Glynn Capital Management LLC | 32,320 | $5.53M | 1.20% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 32,329 | $5.54M | 3.18% | −114−0.4% | Reduced |
| Concord Asset Management, LLC | 32,360 | $5.54M | 1.86% | +2,683+9.0% | Added |
| ELCO Management Co., LLC | 32,380 | $5.54M | 4.00% | −2,415−6.9% | Reduced |
| Gordian Capital Singapore Pte Ltd | 32,389 | $5.54M | 5.98% | +1,750+5.7% | Added |
| Opus Investment Management Inc | 32,400 | $5.55M | 3.41% | 00.0% | Unchanged |
| Essex LLC | 32,403 | $5.55M | 1.56% | +3,755+13.1% | Added |
| McCarthy Asset Management, Inc. | 32,403 | $5.55M | 4.07% | −4,350−11.8% | Reduced |
| Dechtman Wealth Management, LLC | 32,439 | $5.55M | 1.64% | +5,655+21.1% | Added |
| Etesian Wealth Advisors, Inc. | 32,440 | $5.55M | 3.74% | +18+0.1% | Added |
| State of Wyoming | 32,476 | $5.56M | 1.20% | −3,373−9.4% | Reduced |
| Nicholas Investment Partners, LP | 32,547 | $5.57M | 0.42% | +1,015+3.2% | Added |
| Lokken Investment Group LLC | 32,593 | $5.58M | 3.66% | −544−1.6% | Reduced |
| Chesapeake Asset Management LLC | 32,638 | $5.59M | 5.44% | +2,744+9.2% | Added |
| Aldebaran Financial Inc. | 32,676 | $5.59M | 9.13% | −4,250−11.5% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 32,688 | $5.60M | 3.32% | +28+0.1% | Added |
| Canton Hathaway, LLC | 32,714 | $5.60M | 1.77% | −2,349−6.7% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 32,759 | $5.61M | 5.05% | +678+2.1% | Added |
| Cidel Asset Management Inc | 32,773 | $5.61M | 0.28% | +900+2.8% | Added |
| Global Strategic Investment Solutions, LLC | 32,798 | $5.62M | 0.72% | +181+0.6% | Added |
| Eley Financial Management, Inc | 32,968 | $5.63M | 2.87% | −678−2.0% | Reduced |
| Aberdeen Wealth Management LLC | 32,923 | $5.64M | 4.25% | +500+1.5% | Added |
| Barton Investment Management | 32,969 | $5.64M | 0.91% | −760−2.3% | Reduced |
| Needham Investment Management LLC | 33,000 | $5.65M | 0.96% | 00.0% | Unchanged |
| Unio Capital LLC | 33,049 | $5.66M | 3.06% | −700−2.1% | Reduced |
| RiverPark Advisors, LLC | 33,093 | $5.67M | 5.11% | +70+0.2% | Added |
| Choice Wealth Advisors, LLC | 33,093 | $5.67M | 4.00% | +5,642+20.6% | Added |
| Seelaus Asset Management LLC | 33,126 | $5.67M | 6.44% | −6,130−15.6% | Reduced |
| Crew Capital Management, Ltd. | 33,131 | $5.67M | 6.11% | −3,758−10.2% | Reduced |
| Tilia Fiduciary Partners, Inc. | 33,141 | $5.67M | 5.91% | +84+0.3% | Added |
| MEMBERS Trust Co | 33,316 | $5.69M | 0.17% | −1,279−3.7% | Reduced |
| Exchange Bank | 33,244 | $5.69M | 5.45% | +1,352+4.2% | Added |
| Sweet Financial Partners, LLC | 33,252 | $5.69M | 1.51% | +211+0.6% | Added |
| Front Street Capital Management, Inc. | 33,313 | $5.70M | 1.25% | +286+0.9% | Added |
| Nova R Wealth, Inc. | 33,340 | $5.71M | 3.94% | −182−0.5% | Reduced |
| Pacific Sage Partners, LLC | 33,357 | $5.71M | 1.72% | −344−1.0% | Reduced |
| Financial Partners Group, LLC | 33,359 | $5.71M | 2.74% | +1,026+3.2% | Added |
| Shira Ridge Wealth Management | 33,360 | $5.71M | 3.75% | +1,400+4.4% | Added |
| Eclectic Associates Inc | 33,381 | $5.72M | 2.91% | −590−1.7% | Reduced |
| Sturgeon Ventures LLP | 33,426 | $5.72M | 7.53% | −1,632−4.7% | Reduced |
| Peregrine Asset Advisers, Inc. | 33,448 | $5.73M | 2.97% | +20,122+151.0% | Added |
| StrongBox Wealth, LLC | 33,455 | $5.73M | 3.65% | +1,067+3.3% | Added |
| CMG Global Holdings, LLC | 33,517 | $5.74M | 4.90% | +1,971+6.2% | Added |
| Investment Advisory Group, LLC | 33,548 | $5.74M | 2.98% | −549−1.6% | Reduced |
| Mayfair Advisory Group, LLC | 32,240 | $5.75M | 5.55% | +280+0.9% | Added |
| Pasadena Private Wealth, LLC | 33,600 | $5.75M | 1.72% | +50+0.1% | Added |
| Sather Financial Group Inc | 33,641 | $5.76M | 0.48% | −12,476−27.1% | Reduced |
| Lodestone Wealth Management LLC | 33,646 | $5.76M | 4.06% | −77−0.2% | Reduced |
| Meridian Management Co | 33,700 | $5.77M | 1.88% | +735+2.2% | Added |
| Seven Mile Advisory | 33,731 | $5.78M | 6.07% | +5,732+20.5% | Added |
| Montz Harcus Wealth Management LLC | 33,736 | $5.78M | 4.93% | +131+0.4% | Added |
| Lakeshore Financial Planning, Inc. | 33,741 | $5.78M | 3.29% | +33,741 | New |
| Hudock, Inc. | 33,784 | $5.78M | 1.38% | +545+1.6% | Added |
| Norris Financial Group, LLC | 33,853 | $5.80M | 4.02% | +722+2.2% | Added |
| Chase Investment Counsel Corp | 33,855 | $5.80M | 2.89% | −124−0.4% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 33,860 | $5.80M | 1.63% | −200−0.6% | Reduced |