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 7 sales; 6,149 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
- 4,618
- +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
- 2,379 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 | 6,149 | $2.80T |
| Q1 2026 | 6,134 | $2.40T |
| Q4 2025 | 6,130 | $2.61T |
| Q3 2025 | 5,616 | $2.35T |
| Q2 2025 | 5,599 | $1.93T |
| Q1 2025 | 5,607 | $2.08T |
| Q4 2024 | 5,671 | $2.36T |
| Q3 2024 | 5,105 | $2.17T |
| Q2 2024 | 5,132 | $1.98T |
| Q1 2024 | 5,023 | $1.61T |
| Q4 2023 | 4,976 | $1.81T |
| Q3 2023 | 4,618 | $1.60T |
| Q2 2023 | 4,594 | $1.82T |
| Q1 2023 | 4,524 | $1.55T |
| Q4 2022 | 4,555 | $1.21T |
| Q3 2022 | 4,346 | $1.29T |
| Q2 2022 | 4,339 | $1.28T |
| Q1 2022 | 4,390 | $1.66T |
| Q4 2021 | 4,402 | $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 |
|---|---|---|---|---|---|
| Svenska Handelsbanken AB (publ) | 1,885 | $323.0K | 5.05% | 00.0% | Unchanged |
| Regency Capital Management Inc. | 1,890 | $323.6K | 0.27% | +823+77.1% | Added |
| ETF Store, Inc. | 1,847 | $324.9K | 0.23% | −719−28.0% | Reduced |
| Tran Capital Management, L.P. | 1,958 | $335.2K | 0.04% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,966 | $336.6K | 0.50% | +1,950+12,187.5% | Added |
| O'Keefe Stevens Advisory, Inc. | 1,974 | $337.9K | 0.15% | +1+0.1% | Added |
| Jasper Ridge Partners, L.P. | 1,977 | $338.5K | 0.02% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 1,982 | $339.3K | 3.37% | +20+1.0% | Added |
| Dean, Jacobson Financial Services, LLC | 1,999 | $342.2K | 0.32% | +108+5.7% | Added |
| Kinloch Capital, LLC | 2,005 | $343.3K | 0.21% | +6+0.3% | Added |
| Weitzel Financial Services, Inc. | 1,990 | $344.5K | 0.20% | +345+21.0% | Added |
| Bamco Inc | 2,017 | $345.3K | 0.00% | +1,343+199.3% | Added |
| Navis Wealth Advisors, LLC | 2,045 | $350.1K | 0.51% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 2,058 | $352.3K | 0.36% | +1,600+349.3% | Added |
| CenterStar Asset Management, LLC | 2,067 | $353.8K | 0.96% | −33,921−94.3% | Reduced |
| Team Financial Group, LLC | 2,095 | $358.7K | 0.30% | +2,095 | New |
| Disciplined Growth Investors Inc | 2,106 | $360.6K | 0.01% | 00.0% | Unchanged |
| Gainplan LLC | 2,112 | $361.7K | 0.50% | +210+11.0% | Added |
| Goodwin Investment Advisory | 2,119 | $362.8K | 0.21% | 00.0% | Unchanged |
| Starfox Financial Services, LLC | 2,094 | $369.8K | 0.40% | +24+1.2% | Added |
| TAGStone Capital, Inc. | 2,179 | $373.0K | 0.27% | −23−1.0% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 2,217 | $379.6K | 0.23% | −9−0.4% | Reduced |
| AIFG Consultants Ltd. | 2,225 | $381.0K | 0.32% | −796−26.3% | Reduced |
| SkyView Investment Advisors, LLC | 2,228 | $381.0K | 0.15% | −31,957−93.5% | Reduced |
| Kickstand Ventures, LLC. | 2,227 | $381.3K | 0.12% | +2,227 | New |
| Evolution Advisers, Inc. | 2,240 | $383.0K | 0.28% | −2,450−52.2% | Reduced |
| Unison Advisors LLC | 2,237 | $383.1K | 0.05% | +275+14.0% | Added |
| R.m.sincerbeaux Capital Management LLC | 2,248 | $384.9K | 0.29% | 00.0% | Unchanged |
| Berkeley, Inc | 2,257 | $386.4K | 0.26% | −23−1.0% | Reduced |
| Beacon Capital Management, Inc. | 2,275 | $389.5K | 0.01% | 00.0% | Unchanged |
| Coerente Capital Management | 2,280 | $390.4K | 0.09% | 00.0% | Unchanged |
| Botty Investors LLC | 2,286 | $391.4K | 0.15% | −1,187−34.2% | Reduced |
| Axq Capital, LP | 2,300 | $393.8K | 0.14% | +1,000+76.9% | Added |
| Meixler Investment Management, Ltd. | 2,333 | $399.5K | 0.36% | −505−17.8% | Reduced |
| AdvisorShares Investments LLC | 2,341 | $400.8K | 0.11% | −560−19.3% | Reduced |
| Orcam Financial Group | 2,349 | $402.2K | 0.54% | +2,349 | New |
| Alethea Capital Management, LLC | 2,351 | $402.5K | 0.49% | 00.0% | Unchanged |
| Hapanowicz & Associates Financial Services, Inc | 2,361 | $404.2K | 0.29% | 00.0% | Unchanged |
| Sprott Inc. | 2,390 | $409.2K | 0.04% | 00.0% | Unchanged |
| SigFig Wealth Management, LLC | 2,200 | $409.6K | 0.02% | −267−10.8% | Reduced |
| Fairholme Capital Management LLC | 2,400 | $410.9K | 0.03% | −1,860−43.7% | Reduced |
| Simplicity Wealth,LLC | 2,402 | $411.2K | 0.24% | −632−20.8% | Reduced |
| Shaker Investments LLC | 2,404 | $411.6K | 0.23% | −150−5.9% | Reduced |
| Sequent Asset Management, LLC | 2,414 | $413.3K | 0.45% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 2,432 | $416.4K | 0.18% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 2,438 | $417.4K | 0.25% | −118−4.6% | Reduced |
| BancFirst Trust & Investment Management | 2,465 | $420.9K | 0.21% | +15+0.6% | Added |
| Night Owl Capital Management, LLC | 2,473 | $423.4K | 0.11% | 00.0% | Unchanged |
| Moneywise, Inc. | 2,475 | $423.7K | 0.27% | −12−0.5% | Reduced |
| Knott David M Jr | 2,494 | $427.0K | 0.17% | 00.0% | Unchanged |
| Erickson Financial Group, LLC | 2,502 | $428.4K | 0.40% | +24+1.0% | Added |
| JFG Wealth Management, LLC | 2,504 | $428.7K | 0.14% | 00.0% | Unchanged |
| BIT Capital GmbH | 2,506 | $429.1K | 0.06% | −3,971−61.3% | Reduced |
| Anfield Capital Management, LLC | 2,512 | $430.1K | 0.21% | −400−13.7% | Reduced |
| EPIQ Capital Group, LLC | 2,517 | $430.9K | 0.23% | +4+0.2% | Added |
| Schoolcraft Capital LLC | 2,551 | $436.7K | 0.12% | +677+36.1% | Added |
| Hobart Private Capital, LLC | 2,563 | $438.8K | 0.17% | +976+61.5% | Added |
| H&H Retirement Design & Management INC | 2,457 | $439.5K | 0.30% | −910−27.0% | Reduced |
| American Asset Management Inc. | 2,575 | $440.9K | 0.74% | −405−13.6% | Reduced |
| Arcadia Wealth Management, LLC | 2,587 | $443.0K | 0.35% | −22−0.8% | Reduced |
| Frontier Asset Management, LLC | 2,595 | $444.3K | 0.20% | −2,623−50.3% | Reduced |
| Beddow Capital Management Inc | 2,600 | $445.0K | 0.22% | −200−7.1% | Reduced |
| New Harbor Financial Group, LLC | 2,614 | $447.5K | 0.18% | +37+1.4% | Added |
| Investments & Financial Planning, LLC | 2,617 | $448.1K | 0.40% | 00.0% | Unchanged |
| Coulter & Justus Financial Services, LLC | 2,659 | $455.3K | 0.33% | +2+0.1% | Added |
| XY Capital Ltd | 2,682 | $459.2K | 0.42% | +2,682 | New |
| Corepath Wealth Partners LLC | 2,603 | $465.6K | 0.28% | +300+13.0% | Added |
| Financial Futures Ltd Liability Co. | 2,733 | $468.0K | 0.38% | +659+31.8% | Added |
| Dakota Community Bank & Trust NA | 2,735 | $468.3K | 2.98% | −158−5.5% | Reduced |
| Tfo-TDC, LLC | 2,422 | $469.8K | 0.10% | +1,252+107.0% | Added |
| PACK Private Wealth, LLC | 2,705 | $470.0K | 0.35% | 00.0% | Unchanged |
| Atlas Financial Advisors, Inc. | 2,748 | $470.5K | 0.37% | +2,748 | New |
| Virtus Family Office LLC | 2,751 | $471.0K | 0.86% | 00.0% | Unchanged |
| Walker Financial Services, Inc. | 2,760 | $472.5K | 0.46% | +200+7.8% | Added |
| Adaptive Financial Consulting, LLC | 2,766 | $473.7K | 0.27% | +224+8.8% | Added |
| Vantage Consulting Group Inc | 2,768 | $473.9K | 0.32% | +62+2.3% | Added |
| Syntax Advisors, LLC | 2,768 | $473.9K | 0.42% | +62+2.3% | Added |
| Stevens Capital Management LP | 2,766 | $474.0K | 0.14% | −17,465−86.3% | Reduced |
| Convergence Financial, LLC | 2,774 | $475.0K | 0.28% | 00.0% | Unchanged |
| Peloton Wealth Strategists | 2,774 | $475.0K | 0.22% | +435+18.6% | Added |
| Sightline Wealth Advisors, LLC | 2,780 | $476.0K | 0.44% | +10.0% | Added |
| Passive Capital Management, LLC. | 2,782 | $476.3K | 0.21% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 2,785 | $476.8K | 0.89% | −3,079−52.5% | Reduced |
| Mirabella Financial Services LLP | 2,791 | $477.8K | 0.07% | −63,288−95.8% | Reduced |
| Rice Hall James & Associates, LLC | 2,800 | $479.4K | 0.03% | 00.0% | Unchanged |
| Verde Capital Management | 2,814 | $481.8K | 0.19% | −425−13.1% | Reduced |
| Mawer Investment Management Ltd. | 2,820 | $482.8K | 0.00% | 00.0% | Unchanged |
| Martel Wealth Advisors Inc | 2,822 | $483.1K | 0.12% | +795+39.2% | Added |
| Quattro Financial Advisors LLC | 2,860 | $489.7K | 0.21% | −15,914−84.8% | Reduced |
| Value Partners Investments Inc. | 2,859 | $491.7K | 0.04% | +410+16.7% | Added |
| Altrius Capital Management Inc | 2,884 | $493.8K | 0.15% | +82+2.9% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 2,909 | $498.0K | 0.17% | +153+5.6% | Added |
| Geneva Partners, LLC | 2,912 | $498.5K | 0.33% | −299−9.3% | Reduced |
| Paloma Partners Management Co | 2,946 | $504.4K | 0.10% | +2,946 | New |
| Welch Capital Partners LLC | 2,963 | $507.0K | 0.15% | +41+1.4% | Added |
| Future Fund LLC | 2,983 | $510.7K | 1.42% | +2,983 | New |
| Leith Wheeler Investment Counsel Ltd. | 2,984 | $510.9K | 0.07% | +476+19.0% | Added |
| University of Texas/Texas Am Investment Managment Co | 2,986 | $511.2K | 0.20% | +2,975+27,045.5% | Added |
| MAS Advisors LLC | 2,998 | $513.3K | 0.73% | −20−0.7% | Reduced |
| Codex Capital, L.L.C. | 3,000 | $513.6K | 0.33% | 00.0% | Unchanged |