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; 6,151 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 | 6,151 | $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 | 4,404 | $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 |
|---|---|---|---|---|---|
| Vaughan David Investments LLC | 37,089 | $6.35M | 0.19% | +1,766+5.0% | Added |
| JNBA Financial Advisors | 37,133 | $6.36M | 0.79% | +78+0.2% | Added |
| Bernardo Wealth Planning LLC | 37,182 | $6.37M | 2.52% | +202+0.5% | Added |
| Veracity Capital LLC | 37,185 | $6.37M | 2.97% | +1,345+3.8% | Added |
| Hohimer Wealth Management, LLC | 37,277 | $6.38M | 1.82% | −232−0.6% | Reduced |
| Legacy Financial Group, Inc. | 37,281 | $6.38M | 3.15% | −233−0.6% | Reduced |
| Gateway Wealth Partners, LLC | 37,395 | $6.40M | 1.15% | +144+0.4% | Added |
| Capasso Planning Partners LLC | 37,397 | $6.40M | 3.43% | +217+0.6% | Added |
| FSM Wealth Advisors, LLC | 37,406 | $6.40M | 3.22% | −2,185−5.5% | Reduced |
| Great Waters Wealth Management | 36,095 | $6.41M | 1.27% | −87−0.2% | Reduced |
| First Personal Financial Services | 37,424 | $6.41M | 1.67% | +2,439+7.0% | Added |
| Family Firm, Inc. | 37,441 | $6.41M | 1.80% | −2,212−5.6% | Reduced |
| Pearl River Capital, LLC | 37,455 | $6.41M | 1.01% | +22,270+146.7% | Added |
| Whitebox Advisors LLC | 37,500 | $6.42M | 0.32% | +37,500 | New |
| Objective Capital Management, LLC | 37,660 | $6.45M | 5.72% | +1,230+3.4% | Added |
| Boxwood Ventures, Inc. | 37,745 | $6.46M | 13.08% | 00.0% | Unchanged |
| W Advisors, LLC | 37,747 | $6.46M | 5.31% | +371+1.0% | Added |
| Ruggaard & Associates LLC | 37,858 | $6.48M | 3.86% | −94−0.2% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 37,995 | $6.51M | 4.28% | −622−1.6% | Reduced |
| Goodman Advisory Group, LLC | 38,065 | $6.52M | 2.43% | +5,880+18.3% | Added |
| Clark Financial Services Group Inc | 38,156 | $6.53M | 8.93% | +4,193+12.3% | Added |
| Cambridge Financial Group, Inc. | 38,164 | $6.53M | 3.56% | +38,164 | New |
| SC&H Financial Advisors, Inc. | 38,354 | $6.57M | 2.18% | −4,828−11.2% | Reduced |
| Princeton Global Asset Management LLC | 38,379 | $6.57M | 1.86% | +7,016+22.4% | Added |
| Pacitti Group Inc. | 38,482 | $6.59M | 4.61% | −148−0.4% | Reduced |
| Hall Capital Management Co Inc | 38,494 | $6.59M | 4.23% | +530+1.4% | Added |
| Vertex Planning Partners, LLC | 38,505 | $6.59M | 2.27% | +293+0.8% | Added |
| WFA Asset Management Corp | 38,532 | $6.60M | 3.91% | +499+1.3% | Added |
| Ritter Daniher Financial Advisory LLC | 38,568 | $6.60M | 2.79% | +255+0.7% | Added |
| Integris Wealth Management, LLC | 38,585 | $6.61M | 2.17% | +20,977+119.1% | Added |
| West Family Investments, Inc. | 38,591 | $6.61M | 2.30% | +63+0.2% | Added |
| Colorado Capital Management, Inc. | 38,640 | $6.62M | 5.01% | −1,118−2.8% | Reduced |
| Laffer Tengler Investments | 38,661 | $6.62M | 1.95% | +6,830+21.5% | Added |
| Kennedy Capital Management, Inc. | 38,747 | $6.63M | 0.16% | +3,636+10.4% | Added |
| Oxinas Partners Wealth Management LLC | 38,797 | $6.64M | 4.94% | −3,449−8.2% | Reduced |
| Weaver Consulting Group | 38,827 | $6.65M | 3.00% | −187−0.5% | Reduced |
| Aua Capital Management, LLC | 38,856 | $6.65M | 4.81% | +2,629+7.3% | Added |
| LGT Fund Management Co Ltd. | 38,300 | $6.65M | 3.23% | −2,600−6.4% | Reduced |
| Commons Capital, LLC | 39,013 | $6.68M | 11.54% | −2,026−4.9% | Reduced |
| Wolf Group Capital Advisors | 39,022 | $6.68M | 3.16% | −1,240−3.1% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 39,206 | $6.71M | 0.45% | +5,170+15.2% | Added |
| Encompass Wealth Advisors, LLC | 39,208 | $6.71M | 2.23% | +2,505+6.8% | Added |
| Heirloom Wealth Management | 39,250 | $6.72M | 2.99% | −1,029−2.6% | Reduced |
| Benchmark Investment Advisors LLC | 39,260 | $6.72M | 6.79% | −451−1.1% | Reduced |
| Cambridge Advisors Inc. | 39,261 | $6.72M | 1.80% | −792−2.0% | Reduced |
| PBMares Wealth Management LLC | 39,265 | $6.72M | 2.42% | −849−2.1% | Reduced |
| Sky Investment Group LLC | 39,320 | $6.73M | 1.53% | +652+1.7% | Added |
| Altrafin AG | 39,353 | $6.74M | 2.94% | −1,714−4.2% | Reduced |
| Left Brain Wealth Management, LLC | 39,409 | $6.75M | 4.20% | −139−0.4% | Reduced |
| Ellenbecker Investment Group | 39,486 | $6.76M | 1.75% | +1,197+3.1% | Added |
| Shorepoint Capital Partners LLC | 39,526 | $6.77M | 1.99% | −886−2.2% | Reduced |
| Orca Investment Management, LLC | 39,545 | $6.77M | 7.52% | +1,380+3.6% | Added |
| WR Wealth Planners, LLC | 39,560 | $6.77M | 2.58% | −78−0.2% | Reduced |
| Denver Wealth Management, Inc. | 39,587 | $6.78M | 4.38% | −306−0.8% | Reduced |
| Bulltick Wealth Management, LLC | 39,573 | $6.78M | 1.69% | +274+0.7% | Added |
| Sitrin Capital Management LLC | 39,607 | $6.78M | 4.24% | +4,611+13.2% | Added |
| Green Square Capital Advisors LLC | 39,642 | $6.79M | 0.91% | +1,033+2.7% | Added |
| IMA Wealth, Inc. | 39,816 | $6.82M | 1.76% | −640−1.6% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 39,947 | $6.84M | 3.68% | +2,127+5.6% | Added |
| Eagle Strategies LLC | 39,957 | $6.84M | 1.68% | +7,110+21.6% | Added |
| Stanley-Laman Group, Ltd. | 39,963 | $6.84M | 1.17% | −2,271−5.4% | Reduced |
| ERn Financial, LLC | 39,965 | $6.84M | 1.48% | +553+1.4% | Added |
| Aft, Forsyth & Company, Inc. | 39,969 | $6.84M | 5.02% | +215+0.5% | Added |
| Tempus Wealth Planning, LLC | 39,993 | $6.85M | 3.43% | −1,336−3.2% | Reduced |
| Kamunting Street Capital Management, L.P. | 40,000 | $6.85M | 5.19% | +40,000 | New |
| Traverso Chambers Private Wealth Management, LLC | 40,061 | $6.86M | 1.83% | +126+0.3% | Added |
| Planning Center, Inc. | 40,142 | $6.87M | 1.79% | −1,107−2.7% | Reduced |
| Eaton Financial Holdings Company, LLC | 40,201 | $6.88M | 1.84% | +40,201 | New |
| Vance Wealth, Inc. | 40,212 | $6.88M | 3.22% | +299+0.7% | Added |
| Gries Financial LLC | 40,217 | $6.89M | 1.86% | −3,525−8.1% | Reduced |
| Wayfinding Financial, LLC | 39,636 | $6.89M | 5.21% | −312−0.8% | Reduced |
| American Financial Advisors, LLC | 40,252 | $6.89M | 1.09% | +80.0% | Added |
| Bull Street Advisors, LLC | 40,266 | $6.89M | 3.65% | +47+0.1% | Added |
| Bruce & Co., Inc. | 40,300 | $6.90M | 2.35% | −18,501−31.5% | Reduced |
| Orser Capital Management, LLC | 40,466 | $6.93M | 6.99% | 00.0% | Unchanged |
| Pacific Sun Financial Corp | 40,466 | $6.93M | 4.80% | +599+1.5% | Added |
| Alta Advisers Ltd | 40,500 | $6.93M | 4.02% | +500+1.3% | Added |
| Sandy Cove Advisors, LLC | 40,510 | $6.94M | 4.02% | +344+0.9% | Added |
| Madden Securities Corp | 40,524 | $6.94M | 3.92% | −363−0.9% | Reduced |
| Artemis Wealth Advisors, LLC | 40,584 | $6.95M | 1.30% | −417−1.0% | Reduced |
| EFG Asset Management (North America) Corp. | 40,600 | $6.95M | 1.65% | −3,002−6.9% | Reduced |
| First Command Advisory Services, Inc. | 40,598 | $6.95M | 0.09% | +40,594+1,014,850.0% | Added |
| Old Port Advisors | 40,655 | $6.96M | 2.53% | +40,655 | New |
| Brown, Lisle/Cummings, Inc. | 40,668 | $6.96M | 3.15% | −992−2.4% | Reduced |
| Empire Financial Management Company, LLC | 40,670 | $6.96M | 3.03% | −1,707−4.0% | Reduced |
| Ravenstone Capital Management Inc. | 40,681 | $6.96M | 5.78% | −585−1.4% | Reduced |
| Loomis Sayles & Co L P | 40,680 | $6.96M | 0.01% | −12,808−23.9% | Reduced |
| Riversedge Advisors, LLC | 40,700 | $6.97M | 2.06% | +304+0.8% | Added |
| Kohmann Bosshard Financial Services, LLC | 40,728 | $6.97M | 1.20% | +117+0.3% | Added |
| Private Wealth Strategies, L.L.C. | 40,778 | $6.98M | 1.74% | −443−1.1% | Reduced |
| MSH Capital Advisors LLC | 40,839 | $6.99M | 2.74% | +259+0.6% | Added |
| Oarsman Capital, Inc. | 40,872 | $7.00M | 2.92% | −244−0.6% | Reduced |
| Summit Wealth Group, LLC | 40,966 | $7.01M | 6.26% | +40,966 | New |
| Cape Ann Savings Bank | 40,994 | $7.02M | 4.92% | −1,539−3.6% | Reduced |
| Socorro Asset Management LP | 41,020 | $7.02M | 3.28% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 41,041 | $7.03M | 3.34% | −1,198−2.8% | Reduced |
| Northwest Wealth Management, LLC | 41,078 | $7.03M | 2.53% | −38−0.1% | Reduced |
| IFG Advisors, LLC | 41,104 | $7.04M | 2.50% | −43−0.1% | Reduced |
| Capital Advisors, Ltd. LLC | 41,116 | $7.04M | 1.08% | −362−0.9% | Reduced |
| China Universal Asset Management Co., Ltd. | 41,164 | $7.05M | 2.04% | +16,159+64.6% | Added |