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 |
|---|---|---|---|---|---|
| Townsend Asset Management Corp | 41,212 | $7.06M | 3.56% | +1,070+2.7% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 41,233 | $7.06M | 0.14% | +41,233 | New |
| Retirement Planning Co of New England, Inc. | 41,239 | $7.06M | 3.93% | −6,080−12.8% | Reduced |
| tru Independence LLC | 41,276 | $7.07M | 2.45% | −728−1.7% | Reduced |
| Greenline Partners, LLC | 41,299 | $7.07M | 1.33% | 00.0% | Unchanged |
| Kades & Cheifetz LLC | 41,318 | $7.07M | 5.60% | −302−0.7% | Reduced |
| Transatlantique Private Wealth LLC | 41,340 | $7.08M | 3.79% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 41,346 | $7.08M | 6.17% | −666−1.6% | Reduced |
| Safeguard Investment Advisory Group, LLC | 41,415 | $7.09M | 3.09% | +3,146+8.2% | Added |
| Monticello Wealth Management, LLC | 41,458 | $7.10M | 0.71% | +8,294+25.0% | Added |
| Summit Financial Wealth Advisors, LLC | 39,041 | $7.10M | 1.74% | −2,316−5.6% | Reduced |
| Lynch Asset Management, Inc. | 41,490 | $7.10M | 4.67% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 41,495 | $7.10M | 6.96% | +155+0.4% | Added |
| Clear Street Markets LLC | 41,518 | $7.11M | 5.00% | +31,349+308.3% | Added |
| Banta Asset Management LP | 41,683 | $7.14M | 8.88% | −4,866−10.5% | Reduced |
| Studio Investment Management LLC | 41,696 | $7.14M | 1.99% | −3,402−7.5% | Reduced |
| Palmer Knight Co | 41,700 | $7.14M | 4.79% | −190.0% | Reduced |
| Advisors Management Group Inc | 41,728 | $7.14M | 2.16% | −203−0.5% | Reduced |
| Deuterium Capital Management, LLC | 41,543 | $7.15M | 17.17% | −13,487−24.5% | Reduced |
| RDA Financial Network | 41,817 | $7.16M | 3.10% | −316−0.8% | Reduced |
| Gray Wealth Management Inc. | 41,830 | $7.16M | 3.67% | +1,234+3.0% | Added |
| Blackhawk Capital Partners LLC. | 41,893 | $7.17M | 5.24% | +23+0.1% | Added |
| Security Financial Services, INC. | 41,955 | $7.18M | 2.03% | +1,268+3.1% | Added |
| GP Brinson Investments LLC | 42,000 | $7.19M | 5.50% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 42,042 | $7.20M | 6.34% | −762−1.8% | Reduced |
| Cresta Advisors, Ltd. | 42,058 | $7.20M | 5.58% | +4,568+12.2% | Added |
| White Lighthouse Investment Management Inc. | 42,125 | $7.21M | 1.75% | −326−0.8% | Reduced |
| Smallwood Wealth Investment Management, LLC | 42,144 | $7.22M | 6.57% | +247+0.6% | Added |
| Godshalk Welsh Capital Management, Inc. | 42,164 | $7.22M | 5.45% | −1,600−3.7% | Reduced |
| Beacon Investment Advisors LLC | 42,165 | $7.22M | 5.11% | +186+0.4% | Added |
| Acas, LLC | 42,223 | $7.23M | 8.95% | +189+0.4% | Added |
| Solitude Financial Services | 42,242 | $7.23M | 4.08% | −1,906−4.3% | Reduced |
| Spreng Capital Management, Inc. | 42,291 | $7.24M | 5.31% | +95+0.2% | Added |
| Lindenwold Advisors | 42,294 | $7.24M | 4.51% | −234−0.6% | Reduced |
| Gilbert & Cook, Inc. | 42,304 | $7.24M | 1.14% | −7,675−15.4% | Reduced |
| Hourglass Capital, LLC | 42,324 | $7.25M | 2.56% | −315−0.7% | Reduced |
| Per Stirling Capital Management, LLC. | 42,364 | $7.25M | 1.51% | −2,548−5.7% | Reduced |
| Emfo, LLC | 42,365 | $7.25M | 6.83% | +126+0.3% | Added |
| Bourgeon Capital Management LLC | 42,481 | $7.27M | 1.71% | −190−0.4% | Reduced |
| Northstar Advisory Group, LLC | 42,534 | $7.28M | 5.31% | −6,563−13.4% | Reduced |
| Marvin & Palmer Associates Inc | 42,569 | $7.29M | 4.73% | −7,769−15.4% | Reduced |
| Intrepid Financial Planning Group LLC | 42,650 | $7.30M | 3.78% | −1,182−2.7% | Reduced |
| Horst & Graben Wealth Management LLC | 42,672 | $7.31M | 1.80% | +2,719+6.8% | Added |
| Vigilare Wealth Management | 42,704 | $7.31M | 4.66% | −2,664−5.9% | Reduced |
| Johnson Bixby & Associates, LLC | 42,707 | $7.31M | 1.52% | +1,350+3.3% | Added |
| Amarillo National Bank | 42,723 | $7.31M | 1.53% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 42,800 | $7.33M | 7.94% | −125−0.3% | Reduced |
| Samalin Investment Counsel, LLC | 42,809 | $7.33M | 4.21% | +1,229+3.0% | Added |
| Goepper Burkhardt LLC | 42,890 | $7.34M | 4.48% | −60.0% | Reduced |
| Resurgent Financial Advisors LLC | 42,895 | $7.34M | 5.02% | −45−0.1% | Reduced |
| Impact Partnership Wealth, LLC | 42,903 | $7.35M | 2.29% | +33,659+364.1% | Added |
| Ambassador Advisors, LLC | 39,759 | $7.35M | 1.79% | +1,649+4.3% | Added |
| West Michigan Advisors, LLC | 42,981 | $7.36M | 3.93% | −73−0.2% | Reduced |
| Summit Asset Management, LLC | 43,075 | $7.37M | 2.00% | −835−1.9% | Reduced |
| Joseph P. Lucia & Associates, LLC | 43,151 | $7.39M | 5.17% | +433+1.0% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 43,198 | $7.40M | 3.73% | −31−0.1% | Reduced |
| Lumina Fund Management LLC | 43,200 | $7.40M | 3.54% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 43,294 | $7.41M | 3.63% | +4,889+12.7% | Added |
| WestHill Financial Advisors, Inc. | 43,351 | $7.42M | 2.17% | +2,896+7.2% | Added |
| Boyer & Corporon Wealth Management, LLC | 43,391 | $7.43M | 2.71% | −717−1.6% | Reduced |
| Derbend Asset Management | 43,413 | $7.43M | 5.06% | +2,209+5.4% | Added |
| Woodard & Co Asset Management Group Inc | 43,564 | $7.46M | 2.53% | −804−1.8% | Reduced |
| United Bank | 43,592 | $7.46M | 4.46% | −116−0.3% | Reduced |
| Integrated Investment Consultants, LLC | 43,658 | $7.47M | 2.72% | −8,798−16.8% | Reduced |
| Agate Pass Investment Management, LLC | 43,677 | $7.48M | 5.07% | −1,624−3.6% | Reduced |
| Cypress Capital, LLC | 43,778 | $7.50M | 2.20% | −670−1.5% | Reduced |
| Drexel Morgan & Co. | 43,781 | $7.50M | 2.04% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 43,802 | $7.50M | 1.99% | −735−1.7% | Reduced |
| Planning Directions Inc | 43,868 | $7.51M | 5.75% | −63−0.1% | Reduced |
| RBA Wealth Management, LLC | 43,902 | $7.52M | 3.62% | −549−1.2% | Reduced |
| ABLE Financial Group, LLC | 43,914 | $7.52M | 3.76% | +2,079+5.0% | Added |
| Clear Creek Financial Management, LLC | 43,971 | $7.53M | 1.32% | −210−0.5% | Reduced |
| Tranquility Partners, LLC | 44,041 | $7.54M | 3.23% | +346+0.8% | Added |
| Redwood Investments, LLC | 44,055 | $7.54M | 1.02% | −2,728−5.8% | Reduced |
| Alphadyne Asset Management LP | 44,099 | $7.55M | 3.64% | +44,099 | New |
| Slagle Financial, LLC | 44,106 | $7.55M | 4.63% | +3,217+7.9% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 44,210 | $7.56M | 3.52% | +161+0.4% | Added |
| Hudson Canyon Capital Management | 44,207 | $7.57M | 6.19% | 00.0% | Unchanged |
| North Growth Management Ltd. | 44,000 | $7.57M | 1.68% | −1,000−2.2% | Reduced |
| Colonial River Wealth Management, LLC | 44,216 | $7.57M | 4.94% | +3,912+9.7% | Added |
| Riverview Trust Co | 44,224 | $7.57M | 6.71% | 00.0% | Unchanged |
| Advisor Resource Council | 44,243 | $7.57M | 5.01% | −1,056−2.3% | Reduced |
| Freedom Day Solutions, LLC | 44,244 | $7.57M | 3.32% | −434−1.0% | Reduced |
| RPg Family Wealth Advisory, LLC | 44,256 | $7.58M | 3.11% | −1,215−2.7% | Reduced |
| Palumbo Wealth Management LLC | 44,293 | $7.58M | 4.17% | −365−0.8% | Reduced |
| BHK Investment Advisors, LLC | 44,300 | $7.58M | 3.49% | −1,092−2.4% | Reduced |
| Boyd Watterson Asset Management LLC | 44,337 | $7.59M | 3.32% | −380−0.8% | Reduced |
| Morling Financial Advisors, LLC | 44,458 | $7.61M | 7.55% | −286−0.6% | Reduced |
| Bank of Stockton | 45,617 | $7.61M | 2.85% | +391+0.9% | Added |
| West Wealth Group, LLC | 44,499 | $7.62M | 3.32% | +1,003+2.3% | Added |
| Unigestion Holding SA | 44,660 | $7.62M | 0.47% | −5,800−11.5% | Reduced |
| Family Legacy, Inc. | 44,529 | $7.62M | 3.19% | −598−1.3% | Reduced |
| White Pine Investment CO | 44,540 | $7.63M | 2.68% | −548−1.2% | Reduced |
| Kowal Investment Group, LLC | 44,593 | $7.63M | 2.06% | −198−0.4% | Reduced |
| Providence Wealth Advisors, LLC | 44,249 | $7.65M | 8.53% | +136+0.3% | Added |
| Cross Staff Investments Inc | 44,670 | $7.65M | 7.48% | −6,006−11.9% | Reduced |
| CV Advisors LLC | 44,708 | $7.65M | 6.10% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 44,720 | $7.66M | 3.85% | +44+0.1% | Added |
| Silver Oak Securities, Inc | 44,738 | $7.66M | 1.67% | −33,193−42.6% | Reduced |
| East Coast Asset Management, LLC. | 44,751 | $7.66M | 3.47% | −87−0.2% | Reduced |