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 |
|---|---|---|---|---|---|
| WT Wealth Management | 33,881 | $5.80M | 2.49% | +4,084+13.7% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 33,886 | $5.80M | 2.79% | +85+0.3% | Added |
| Wagner Wealth Management, LLC | 33,912 | $5.81M | 2.13% | +479+1.4% | Added |
| Readystate Asset Management LP | 33,916 | $5.81M | 0.48% | +33,916 | New |
| BOS Asset Management, LLC | 33,934 | $5.81M | 4.26% | −35−0.1% | Reduced |
| Pinnacle Bancorp, Inc. | 33,939 | $5.81M | 2.07% | −105−0.3% | Reduced |
| Aurora Private Wealth, Inc. | 33,941 | $5.81M | 6.43% | +1,187+3.6% | Added |
| Brio Consultants, LLC | 33,971 | $5.82M | 1.09% | −37,056−52.2% | Reduced |
| Advance Capital Management, Inc. | 33,990 | $5.82M | 0.54% | +3,155+10.2% | Added |
| JBF Capital, Inc. | 34,000 | $5.82M | 1.29% | +4,000+13.3% | Added |
| Eagle Bay Advisors LLC | 34,025 | $5.83M | 2.70% | +14,170+71.4% | Added |
| Burton Enright Welch | 34,038 | $5.83M | 1.80% | −346−1.0% | Reduced |
| Check Capital Management Inc | 34,055 | $5.83M | 0.49% | −25−0.1% | Reduced |
| Cascade Investment Group, Inc. | 34,087 | $5.84M | 5.50% | −801−2.3% | Reduced |
| Byrne Asset Management LLC | 34,173 | $5.85M | 4.85% | −269−0.8% | Reduced |
| Relative Value Partners Group, LLC | 34,210 | $5.86M | 0.39% | +12,757+59.5% | Added |
| Paragon Private Wealth Management, LLC | 34,211 | $5.86M | 4.84% | +177+0.5% | Added |
| Lion Street Advisors, LLC | 34,228 | $5.86M | 1.91% | −6,028−15.0% | Reduced |
| Keeler Thomas Management LLC | 34,512 | $5.86M | 2.17% | −7,364−17.6% | Reduced |
| Beacon Financial Advisory LLC | 34,294 | $5.87M | 3.24% | +305+0.9% | Added |
| Ellsworth Advisors, LLC | 33,505 | $5.88M | 2.09% | +167+0.5% | Added |
| Alta Wealth Advisors LLC | 34,352 | $5.88M | 3.60% | −349−1.0% | Reduced |
| Savoie Capital LLC | 34,354 | $5.88M | 1.54% | +34,354 | New |
| Richmond Brothers, Inc. | 34,395 | $5.89M | 11.06% | −3,994−10.4% | Reduced |
| Yarger Wealth Strategies, LLC | 34,425 | $5.89M | 5.01% | −94−0.3% | Reduced |
| Eudaimonia Advisors LLC | 34,451 | $5.90M | 4.14% | +227+0.7% | Added |
| First National Bank | 34,455 | $5.90M | 5.14% | −886−2.5% | Reduced |
| Monument Capital Management | 34,502 | $5.91M | 1.98% | +609+1.8% | Added |
| Rockbridge Investment Management, LCC | 34,522 | $5.91M | 1.05% | +11,854+52.3% | Added |
| Triangle Securities Wealth Management | 34,523 | $5.91M | 2.10% | −40−0.1% | Reduced |
| Bell Bank | 34,567 | $5.92M | 0.65% | +2,969+9.4% | Added |
| Grant/GrossMendelsohn, LLC | 34,569 | $5.92M | 2.56% | −220−0.6% | Reduced |
| Cadent Capital Advisors, LLC | 34,582 | $5.92M | 2.87% | +300+0.9% | Added |
| Emerald Advisers, LLC | 34,601 | $5.92M | 0.29% | −1,199−3.3% | Reduced |
| Wunderlich Capital Managemnt | 34,612 | $5.93M | 2.92% | −125−0.4% | Reduced |
| Greenspring Advisors, LLC | 34,657 | $5.93M | 1.87% | −3,578−9.4% | Reduced |
| Security National Bank of Sioux City Iowa | 34,721 | $5.94M | 4.64% | −925−2.6% | Reduced |
| DT Investment Partners, LLC | 34,731 | $5.95M | 0.72% | +6,662+23.7% | Added |
| Noesis Capital Mangement Corp | 34,733 | $5.95M | 1.56% | −375−1.1% | Reduced |
| Forefront Wealth Management Inc. | 34,748 | $5.95M | 8.34% | −680−1.9% | Reduced |
| Long Road Investment Counsel, LLC | 34,751 | $5.95M | 2.89% | 00.0% | Unchanged |
| New Potomac Partners, LLC | 34,766 | $5.95M | 4.10% | −1,625−4.5% | Reduced |
| Next Capital Management LLC | 34,825 | $5.96M | 2.70% | +314+0.9% | Added |
| Indie Asset Partners, LLC | 34,828 | $5.96M | 6.01% | −67−0.2% | Reduced |
| PSI Advisors, LLC | 34,841 | $5.97M | 2.58% | +95+0.3% | Added |
| Leelyn Smith, LLC | 34,930 | $5.98M | 1.46% | −1,081−3.0% | Reduced |
| Banco de Sabadell, S.A | 34,960 | $5.98M | 5.19% | −1,770−4.8% | Reduced |
| Northern Financial Advisors Inc | 34,942 | $5.98M | 5.48% | −605−1.7% | Reduced |
| Cowa, LLC | 34,969 | $5.99M | 4.04% | −99−0.3% | Reduced |
| Dash Acquisitions Inc. | 33,145 | $5.99M | 2.41% | +274+0.8% | Added |
| Meridian Financial Partners LLC | 34,170 | $6.00M | 6.14% | +93+0.3% | Added |
| Fruth Investment Management | 35,078 | $6.00M | 1.78% | −475−1.3% | Reduced |
| Howard Wealth Management, LLC | 35,093 | $6.01M | 5.54% | −115−0.3% | Reduced |
| Arnhold LLC | 35,150 | $6.02M | 0.72% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 35,191 | $6.02M | 0.90% | −2,406−6.4% | Reduced |
| Morningstar Investment Services LLC | 35,352 | $6.03M | 0.08% | +12,000+51.4% | Added |
| Corrigan Financial, Inc. | 35,263 | $6.04M | 2.05% | −71−0.2% | Reduced |
| Gitterman Wealth Management, LLC | 35,271 | $6.04M | 2.86% | +1,136+3.3% | Added |
| Marion Wealth Management | 35,311 | $6.05M | 2.13% | +1,242+3.6% | Added |
| RF&L Wealth Management, LLC | 35,349 | $6.05M | 5.62% | −25−0.1% | Reduced |
| Somerset Group LLC | 35,492 | $6.08M | 5.72% | −2,262−6.0% | Reduced |
| Cary Street Partners Asset Management LLC | 35,666 | $6.11M | 1.14% | −808−2.2% | Reduced |
| LifeSteps Financial, Inc. | 35,775 | $6.12M | 6.23% | −94−0.3% | Reduced |
| JJJ Advisors Inc. | 35,821 | $6.13M | 1.62% | +15,056+72.5% | Added |
| WD Rutherford LLC | 35,833 | $6.14M | 4.21% | −3,369−8.6% | Reduced |
| Ameliora Wealth Management Ltd. | 35,839 | $6.14M | 3.64% | +5,129+16.7% | Added |
| NewSquare Capital LLC | 35,970 | $6.16M | 0.65% | +1,044+3.0% | Added |
| Genus Capital Management Inc. | 35,976 | $6.16M | 0.97% | −11,040−23.5% | Reduced |
| Fingerlakes Wealth Management, Inc. | 36,000 | $6.16M | 7.53% | −177−0.5% | Reduced |
| Shoker Investment Counsel, Inc. | 36,044 | $6.17M | 2.68% | −285−0.8% | Reduced |
| ODonnell Financial Services, LLC | 36,103 | $6.18M | 3.44% | −616−1.7% | Reduced |
| Delta Capital Management LLC | 36,144 | $6.19M | 4.64% | −1,430−3.8% | Reduced |
| Boltwood Capital Management | 36,157 | $6.19M | 2.29% | −150.0% | Reduced |
| LCNB Corp | 36,200 | $6.20M | 2.74% | −1,668−4.4% | Reduced |
| Midwest Financial Group LLC | 36,272 | $6.21M | 5.26% | +1,749+5.1% | Added |
| NFP Retirement, Inc. | 36,305 | $6.22M | 1.19% | +220+0.6% | Added |
| Corundum Group, Inc. | 36,337 | $6.22M | 3.53% | −2,116−5.5% | Reduced |
| McBroom & Associates, LLC | 36,369 | $6.23M | 4.96% | +206+0.6% | Added |
| Portside Wealth Group, LLC | 36,377 | $6.23M | 1.17% | −1,137−3.0% | Reduced |
| PPS&V Asset Management Consultants, Inc. | 36,478 | $6.25M | 5.38% | +3,571+10.9% | Added |
| Archer Investment Corp | 36,500 | $6.25M | 2.20% | +1,460+4.2% | Added |
| Matisse Capital | 36,509 | $6.25M | 4.41% | −8,758−19.3% | Reduced |
| D'Orazio & Associates, Inc. | 36,618 | $6.27M | 1.41% | +260+0.7% | Added |
| Barry Investment Advisors, LLC | 36,624 | $6.27M | 2.26% | −17,540−32.4% | Reduced |
| Alcosta Capital Management, Inc. | 36,652 | $6.28M | 5.23% | +112+0.3% | Added |
| Madrona Financial Services, LLC | 36,693 | $6.28M | 2.87% | +17,413+90.3% | Added |
| Osterweis Capital Management Inc | 36,699 | $6.28M | 0.46% | 00.0% | Unchanged |
| Youngs Advisory Group, Inc. | 36,744 | $6.29M | 3.42% | +1,874+5.4% | Added |
| Ulland Investment Advisors, LLC | 36,765 | $6.29M | 6.92% | +66+0.2% | Added |
| Cora Capital Advisors LLC | 36,810 | $6.30M | 4.23% | −1,225−3.2% | Reduced |
| Windle Wealth, LLC | 36,877 | $6.31M | 4.71% | −3,510−8.7% | Reduced |
| Allred Capital Management, LLC | 36,883 | $6.31M | 3.15% | −78−0.2% | Reduced |
| Great Diamond Partners, LLC | 36,891 | $6.32M | 1.71% | +6,057+19.6% | Added |
| Benchmark Financial Wealth Advisors, LLC | 36,915 | $6.32M | 2.97% | +166+0.5% | Added |
| Wilson & Boucher Capital Management, LLC | 36,944 | $6.33M | 6.01% | +208+0.6% | Added |
| Insight Wealth Strategies, LLC | 37,042 | $6.34M | 1.23% | +1,184+3.3% | Added |
| Cutter & CO Brokerage, Inc. | 37,059 | $6.34M | 1.85% | +38+0.1% | Added |
| Signet Investment Advisory Group, Inc. | 37,063 | $6.35M | 4.22% | +44+0.1% | Added |
| Investment Partners, Ltd. | 37,063 | $6.35M | 3.34% | −1,005−2.6% | Reduced |
| LGT Capital Partners Ltd. | 37,066 | $6.35M | 0.23% | 00.0% | Unchanged |