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 |
|---|---|---|---|---|---|
| Baron Silver Stevens Financial Advisors, LLC | 44,800 | $7.67M | 1.74% | −291−0.6% | Reduced |
| New Millennium Group LLC | 44,912 | $7.69M | 7.03% | +9,894+28.3% | Added |
| Thompson Investment Management, Inc. | 44,963 | $7.70M | 1.37% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 45,044 | $7.71M | 1.04% | −4,969−9.9% | Reduced |
| Pine Haven Investment Counsel, Inc | 45,044 | $7.71M | 8.00% | −527−1.2% | Reduced |
| GSB Wealth Management, LLC | 45,052 | $7.71M | 2.58% | +242+0.5% | Added |
| Parkside Advisors LLC | 45,053 | $7.71M | 2.40% | +14,572+47.8% | Added |
| Curated Wealth Partners LLC | 45,066 | $7.72M | 1.41% | −30.0% | Reduced |
| Garner Asset Management Corp | 45,090 | $7.72M | 4.63% | −621−1.4% | Reduced |
| Jmac Enterprises LLC | 45,150 | $7.73M | 1.91% | −3,170−6.6% | Reduced |
| 3Chopt Investment Partners, LLC | 45,208 | $7.74M | 4.57% | +2,382+5.6% | Added |
| Founders Capital Management | 45,271 | $7.75M | 5.92% | +415+0.9% | Added |
| Van Leeuwen & Company, LLC | 45,370 | $7.77M | 4.84% | +58+0.1% | Added |
| Genesee Capital Advisors, LLC | 45,484 | $7.79M | 5.60% | −673−1.5% | Reduced |
| Silvia McColl Wealth Management, LLC | 45,485 | $7.79M | 7.79% | −8,264−15.4% | Reduced |
| Ceera Investments, LLC | 45,548 | $7.80M | 4.24% | −1,205−2.6% | Reduced |
| Tanaka Capital Management Inc | 45,575 | $7.80M | 22.29% | −200−0.4% | Reduced |
| Vise Technologies, Inc. | 45,617 | $7.81M | 1.92% | +3,539+8.4% | Added |
| Garrett Investment Advisors LLC | 45,700 | $7.82M | 1.05% | +3,461+8.2% | Added |
| Round Rock Advisors, LLC | 45,857 | $7.85M | 2.98% | −9,342−16.9% | Reduced |
| Atlas Private Wealth Management | 45,890 | $7.86M | 4.22% | −388−0.8% | Reduced |
| JT Stratford LLC | 45,938 | $7.86M | 2.03% | +360+0.8% | Added |
| Reliant Investment Management, LLC | 45,953 | $7.87M | 4.59% | +1,293+2.9% | Added |
| Fountainhead AM, LLC | 46,565 | $7.87M | 2.76% | +2,740+6.3% | Added |
| Aurora Investment Managers, LLC. | 45,978 | $7.87M | 6.67% | −9,313−16.8% | Reduced |
| Intact Investment Management Inc. | 46,000 | $7.88M | 0.34% | −2,000−4.2% | Reduced |
| Sax Wealth Advisors, LLC | 46,054 | $7.88M | 1.55% | +310+0.7% | Added |
| Waterfront Wealth Inc. | 45,614 | $7.90M | 2.59% | −905−1.9% | Reduced |
| Sonata Capital Group Inc | 46,146 | $7.90M | 4.22% | +477+1.0% | Added |
| Syntegra Private Wealth Group, LLC | 46,154 | $7.90M | 1.24% | −491−1.1% | Reduced |
| Moss Adams Wealth Advisors LLC | 46,243 | $7.92M | 2.70% | +6,498+16.3% | Added |
| Sandhill Capital Partners LLC | 46,282 | $7.92M | 0.74% | −387−0.8% | Reduced |
| Pettinga Financial Advisors, LLC | 46,340 | $7.93M | 2.40% | −223−0.5% | Reduced |
| Curtis Advisory Group, LLC | 46,342 | $7.93M | 2.64% | +5,135+12.5% | Added |
| Blueprint Investment Partners LLC | 46,351 | $7.94M | 2.55% | +2,207+5.0% | Added |
| Wealth Alliance Advisory Group, LLC | 46,394 | $7.94M | 2.36% | +65+0.1% | Added |
| Financial Council Asset Management Inc | 46,420 | $7.95M | 6.32% | +198+0.4% | Added |
| Buffington Mohr McNeal | 46,456 | $7.95M | 1.81% | −2,406−4.9% | Reduced |
| Cheviot Value Management, LLC | 46,471 | $7.96M | 1.76% | −4,198−8.3% | Reduced |
| Asset Management Advisors, LLC | 46,497 | $7.96M | 7.47% | −8,200−15.0% | Reduced |
| Old North State Trust, LLC | 46,546 | $7.97M | 6.21% | −693−1.5% | Reduced |
| Cohen Investment Advisors LLC | 46,574 | $7.97M | 6.41% | +1,918+4.3% | Added |
| Walled Lake Planning & Wealth Management, LLC | 46,590 | $7.98M | 4.00% | +2,881+6.6% | Added |
| Delaney Dennis R | 46,615 | $7.98M | 5.14% | −1,312−2.7% | Reduced |
| Q Capital Solutions | 46,643 | $7.99M | 8.67% | −10,098−17.8% | Reduced |
| Virtue Capital Management, LLC | 41,762 | $7.99M | 1.36% | 00.0% | Unchanged |
| Gunn & Co Investment Management, Inc. | 46,703 | $8.00M | 7.03% | +46,703 | New |
| Auxano Advisors, LLC | 46,704 | $8.00M | 3.27% | −10,062−17.7% | Reduced |
| Highview Capital Management LLC | 46,776 | $8.01M | 4.58% | −95−0.2% | Reduced |
| Centerpoint Advisors, LLC | 46,778 | $8.01M | 3.40% | −1,615−3.3% | Reduced |
| Investmark Advisory Group LLC | 46,915 | $8.03M | 5.44% | +121+0.3% | Added |
| Alterity Financial Group, LLC | 46,947 | $8.04M | 12.74% | −4,994−9.6% | Reduced |
| Capital Advisors Wealth Management, LLC | 46,950 | $8.04M | 2.10% | +1,018+2.2% | Added |
| Graham Capital Management, L.P. | 46,957 | $8.04M | 0.24% | +15,465+49.1% | Added |
| Diversified, LLC | 46,990 | $8.05M | 2.09% | +368+0.8% | Added |
| HBW Advisory Services LLC | 47,154 | $8.07M | 1.69% | −5,584−10.6% | Reduced |
| Northcape Wealth Management, LLC | 47,196 | $8.08M | 3.09% | +3,564+8.2% | Added |
| Trexquant Investment LP | 47,258 | $8.09M | 0.20% | −86,003−64.5% | Reduced |
| Mystic Asset Management, Inc. | 47,307 | $8.10M | 4.55% | −1,412−2.9% | Reduced |
| Armstrong Shaw Associates Inc | 47,351 | $8.11M | 8.52% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 45,376 | $8.11M | 1.56% | −490−1.1% | Reduced |
| Baker Ellis Asset Management LLC | 47,494 | $8.13M | 1.46% | +1,405+3.0% | Added |
| Chapman Investment Management, LLC | 47,547 | $8.14M | 6.89% | +2,134+4.7% | Added |
| LCM Capital Management Inc | 47,569 | $8.14M | 6.64% | +130.0% | Added |
| Norway Savings Bank | 47,592 | $8.15M | 4.02% | −1,779−3.6% | Reduced |
| 626 Financial, LLC | 47,760 | $8.18M | 5.53% | −292−0.6% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 47,819 | $8.19M | 7.11% | +30.0% | Added |
| Lynch & Associates | 47,827 | $8.19M | 2.16% | +445+0.9% | Added |
| Benedetti & Gucer, Inc. | 47,854 | $8.19M | 4.48% | −575−1.2% | Reduced |
| My Legacy Advisors, LLC | 46,716 | $8.20M | 3.33% | −1,664−3.4% | Reduced |
| HHM Wealth Advisors, LLC | 47,885 | $8.20M | 1.60% | −41−0.1% | Reduced |
| Purus Wealth Management, LLC | 47,929 | $8.21M | 5.54% | +46+0.1% | Added |
| Dover Advisors, LLC | 47,930 | $8.21M | 8.30% | +50+0.1% | Added |
| Gs Investments, Inc. | 48,000 | $8.22M | 4.69% | −131−0.3% | Reduced |
| Bluefin Capital Management, LLC | 48,000 | $8.22M | 0.72% | +44,128+1,139.7% | Added |
| Quantbot Technologies LP | 48,004 | $8.22M | 0.55% | +20,218+72.8% | Added |
| Exeter Financial, LLC | 48,045 | $8.23M | 4.35% | −1,941−3.9% | Reduced |
| Patron Partners Advisors, LLC | 48,096 | $8.23M | 6.07% | −782−1.6% | Reduced |
| Leeward Financial Partners, LLC | 48,202 | $8.25M | 4.57% | +3,161+7.0% | Added |
| Stokes Capital Advisors, LLC | 48,219 | $8.26M | 2.88% | +834+1.8% | Added |
| Alan B. Lancz & Associates, Inc. | 48,259 | $8.26M | 9.39% | −585−1.2% | Reduced |
| Paragon Wealth Strategies, LLC | 48,314 | $8.27M | 2.47% | −220−0.5% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 48,315 | $8.27M | 0.62% | −898−1.8% | Reduced |
| Buck Wealth Strategies, LLC | 48,335 | $8.28M | 3.33% | −1,160−2.3% | Reduced |
| Waterloo Capital, L.P. | 48,343 | $8.28M | 2.43% | +569+1.2% | Added |
| Hixon Zuercher, LLC | 48,375 | $8.28M | 4.34% | +3,589+8.0% | Added |
| Ethos Financial Group, LLC | 48,462 | $8.30M | 2.15% | +7,340+17.8% | Added |
| Searcy Financial Services Inc | 48,485 | $8.30M | 5.01% | −3,770−7.2% | Reduced |
| CVA Family Office, LLC | 48,519 | $8.31M | 1.90% | +2,136+4.6% | Added |
| Lavaca Capital LLC | 48,547 | $8.31M | 2.99% | −18,116−27.2% | Reduced |
| Strong Tower Advisory Services | 48,590 | $8.32M | 4.16% | −31−0.1% | Reduced |
| D.B. Root & Company, LLC | 48,773 | $8.35M | 3.25% | +46+0.1% | Added |
| Concentric Wealth Management, LLC | 48,863 | $8.37M | 2.76% | −323−0.7% | Reduced |
| Geller Advisors LLC | 48,875 | $8.37M | 0.97% | −3,186−6.1% | Reduced |
| Itau Unibanco Holding S.A. | 48,964 | $8.38M | 0.37% | +1,775+3.8% | Added |
| Spirit of America Management Corp | 49,032 | $8.39M | 1.90% | −200−0.4% | Reduced |
| Lebenthal Global Advisors, LLC | 49,044 | $8.40M | 2.53% | +1,977+4.2% | Added |
| Analyst IMS Investment Management Services Ltd. | 49,213 | $8.40M | 0.53% | +561+1.2% | Added |
| Burke & Herbert Bank & Trust Co | 49,087 | $8.40M | 6.80% | −4,609−8.6% | Reduced |
| Sovereign Financial Group, Inc. | 49,289 | $8.44M | 3.00% | −7,368−13.0% | Reduced |