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 |
|---|---|---|---|---|---|
| Trinity Legacy Partners, LLC | 49,327 | $8.45M | 2.92% | −5,713−10.4% | Reduced |
| Acima Private Wealth, LLC | 49,421 | $8.46M | 3.76% | −276−0.6% | Reduced |
| CFS Investment Advisory Services, LLC | 49,425 | $8.46M | 1.35% | +49,425 | New |
| Marino, Stram & Associates LLC | 49,477 | $8.47M | 2.48% | −893−1.8% | Reduced |
| William Allan, LLC | 49,531 | $8.48M | 6.71% | −1,139−2.2% | Reduced |
| Patriot Investment Management Inc. | 49,536 | $8.48M | 0.78% | −6,134−11.0% | Reduced |
| Security National Bank of So Dak | 49,553 | $8.48M | 6.25% | −95−0.2% | Reduced |
| McMahon Financial Advisors, LLC | 49,562 | $8.49M | 2.63% | −1,117−2.2% | Reduced |
| Invesco, LLC | 49,705 | $8.51M | 4.29% | +813+1.7% | Added |
| Enterprise Financial Services Corp | 49,793 | $8.53M | 5.89% | −477−0.9% | Reduced |
| Y.D. More Investments Ltd | 49,933 | $8.55M | 1.75% | −10,901−17.9% | Reduced |
| Bright Rock Capital Management, LLC | 50,000 | $8.56M | 2.09% | 00.0% | Unchanged |
| Kentucky Farm Bureau Mutual Insurance Co | 50,000 | $8.56M | 2.46% | 00.0% | Unchanged |
| Wealthquest Corp | 50,167 | $8.59M | 1.05% | +1,891+3.9% | Added |
| Spouting Rock Asset Management, LLC | 50,168 | $8.59M | 2.74% | +4,986+11.0% | Added |
| Affiance Financial, LLC | 50,188 | $8.59M | 4.36% | −949−1.9% | Reduced |
| Key Client Fiduciary Advisors, LLC | 50,199 | $8.59M | 5.28% | +822+1.7% | Added |
| Bridgeworth, LLC | 50,248 | $8.60M | 0.95% | +122+0.2% | Added |
| Waypoint Capital Advisors, LLC | 50,290 | $8.61M | 2.89% | +1,649+3.4% | Added |
| Portland Global Advisors LLC | 50,305 | $8.61M | 1.44% | −1,054−2.1% | Reduced |
| LBMC Investment Advisors, LLC | 50,015 | $8.62M | 0.92% | −398−0.8% | Reduced |
| Bridge Advisory, LLC | 50,425 | $8.63M | 3.03% | +1,821+3.7% | Added |
| Monetta Financial Services Inc | 50,500 | $8.65M | 9.42% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 50,102 | $8.66M | 6.82% | +50,102 | New |
| Rede Wealth, LLC | 50,621 | $8.67M | 4.35% | −1,614−3.1% | Reduced |
| Riggs Asset Managment Co. Inc. | 50,695 | $8.68M | 3.09% | +6,714+15.3% | Added |
| Modus Advisors, LLC | 50,699 | $8.68M | 3.79% | −122−0.2% | Reduced |
| Connolly Sarah T. | 50,813 | $8.70M | 5.74% | −3,860−7.1% | Reduced |
| Nixon Peabody Trust Co | 50,860 | $8.71M | 7.29% | −1,395−2.7% | Reduced |
| Highline Wealth Partners LLC | 50,903 | $8.72M | 5.38% | +1,615+3.3% | Added |
| Cim Investment Mangement Inc | 50,909 | $8.72M | 3.19% | −1,049−2.0% | Reduced |
| TSFG, LLC | 50,943 | $8.72M | 3.11% | +1,091+2.2% | Added |
| Levy Wealth Management Group, LLC | 50,972 | $8.73M | 2.71% | −348−0.7% | Reduced |
| Prosperity Consulting Group, LLC | 50,990 | $8.73M | 4.01% | +20,319+66.2% | Added |
| Hazlett, Burt & Watson, Inc. | 51,029 | $8.74M | 6.51% | −7,995−13.5% | Reduced |
| Marshall Financial Group LLC | 51,103 | $8.75M | 3.15% | −254−0.5% | Reduced |
| Laraway Financial Inc | 51,124 | $8.75M | 9.12% | −507−1.0% | Reduced |
| CNB Bank | 51,178 | $8.76M | 5.16% | +4,116+8.7% | Added |
| Hilltop Holdings Inc. | 51,197 | $8.77M | 1.09% | −108,533−67.9% | Reduced |
| Graphene Investments SAS | 51,300 | $8.78M | 6.16% | +2,900+6.0% | Added |
| Ayalon Holdings Ltd. | 51,317 | $8.79M | 3.71% | +674+1.3% | Added |
| Davidson Trust Co | 51,322 | $8.79M | 6.52% | +2,578+5.3% | Added |
| FDx Advisors, Inc. | 51,347 | $8.79M | 0.73% | −82,088−61.5% | Reduced |
| Lloyd Advisory Services, LLC. | 51,414 | $8.80M | 2.91% | +51,414 | New |
| Norden Group LLC | 51,414 | $8.80M | 2.91% | +51,414 | New |
| Cowen and Company, LLC | 51,430 | $8.81M | 0.62% | +19,725+62.2% | Added |
| Ellerson Group Inc | 51,501 | $8.82M | 8.22% | −220−0.4% | Reduced |
| Arden Trust Co | 51,530 | $8.82M | 1.47% | −250−0.5% | Reduced |
| TCWP LLC | 51,540 | $8.82M | 6.72% | −2,209−4.1% | Reduced |
| Next Level Private LLC | 50,825 | $8.83M | 5.86% | +129+0.3% | Added |
| Prosperitas Financial LLC | 51,598 | $8.83M | 6.86% | +51,598 | New |
| Invst, LLC | 51,629 | $8.84M | 1.28% | +1,619+3.2% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 51,664 | $8.85M | 2.95% | +942+1.9% | Added |
| Portman Square Capital LLP | 51,762 | $8.86M | 1.22% | +48,561+1,517.1% | Added |
| Beacon Capital Management, LLC | 45,699 | $8.86M | 2.35% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 51,841 | $8.88M | 3.70% | −855−1.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 51,923 | $8.89M | 0.65% | −103,287−66.5% | Reduced |
| Planning Alternatives Ltd | 52,052 | $8.91M | 1.73% | +674+1.3% | Added |
| Triad Financial Advisors, Inc. | 52,092 | $8.92M | 3.14% | +1,292+2.5% | Added |
| WS Portfolio Advisory, LLC | 52,177 | $8.93M | 2.03% | 00.0% | Unchanged |
| Peak Financial Management, Inc. | 52,196 | $8.94M | 3.25% | +537+1.0% | Added |
| Alera Investment Advisors, LLC | 52,241 | $8.94M | 1.47% | −1,441−2.7% | Reduced |
| Clearwater Capital Advisors, LLC | 52,291 | $8.95M | 1.10% | −566−1.1% | Reduced |
| TFC Financial Management | 52,401 | $8.97M | 2.14% | +586+1.1% | Added |
| Cornerstone Capital, Inc. | 52,511 | $8.99M | 1.08% | −413−0.8% | Reduced |
| Peninsula Asset Management Inc | 52,516 | $8.99M | 5.67% | −1,430−2.7% | Reduced |
| Redhawk Wealth Advisors, Inc. | 52,566 | $9.00M | 3.00% | +6,013+12.9% | Added |
| Institutional & Family Asset Management, LLC | 52,572 | $9.00M | 1.48% | −210−0.4% | Reduced |
| ORG Partners LLC | 52,594 | $9.01M | 2.66% | +2,726+5.5% | Added |
| Kensington Investment Counsel, LLC | 52,634 | $9.01M | 5.59% | +1,328+2.6% | Added |
| Spinnaker Investment Group, LLC | 52,692 | $9.02M | 3.03% | −1,370−2.5% | Reduced |
| Advanced Asset Management Advisors Inc | 52,705 | $9.02M | 2.16% | −250.0% | Reduced |
| Gates Foundation TrustSuperinvestorGates Foundation Trust | 52,815 | $9.04M | 0.02% | +52,815 | New |
| Ballast, Inc. | 52,887 | $9.05M | 3.61% | +164+0.3% | Added |
| Palogic Value Management, L.P. | 52,969 | $9.07M | 4.48% | −339−0.6% | Reduced |
| Gateway Advisory, LLC | 53,007 | $9.08M | 1.85% | +2,082+4.1% | Added |
| Valley Brook Capital Group | 53,065 | $9.09M | 8.98% | −2,659−4.8% | Reduced |
| Heartland Bank & Trust Co | 53,166 | $9.10M | 7.18% | −108−0.2% | Reduced |
| Barometer Capital Management Inc. | 53,177 | $9.10M | 2.87% | −1,803−3.3% | Reduced |
| SPC Financial, Inc. | 53,186 | $9.11M | 1.02% | −621−1.2% | Reduced |
| Hollow Brook Wealth Management LLC | 53,189 | $9.11M | 3.80% | −91−0.2% | Reduced |
| Family Capital Trust Co | 53,273 | $9.12M | 3.23% | −1,070−2.0% | Reduced |
| Nkcfo LLC | 53,300 | $9.13M | 5.06% | −2,300−4.1% | Reduced |
| Blue Zone Wealth Advisors, LLC | 53,297 | $9.13M | 4.00% | −32−0.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 53,304 | $9.13M | 5.86% | −3,661−6.4% | Reduced |
| Wisconsin Capital Management LLC | 53,360 | $9.14M | 6.03% | −1,815−3.3% | Reduced |
| jvl associates llc | 53,365 | $9.14M | 4.70% | +128+0.2% | Added |
| Concord Wealth Partners | 53,377 | $9.14M | 1.94% | +1,022+2.0% | Added |
| Elevatus Welath Management | 53,500 | $9.16M | 8.28% | +39,425+280.1% | Added |
| Paradiem, LLC | 53,547 | $9.17M | 2.75% | 00.0% | Unchanged |
| Eukles Asset Management | 53,692 | $9.19M | 4.85% | +510+1.0% | Added |
| MTM Investment Management, LLC | 53,718 | $9.20M | 4.64% | +100+0.2% | Added |
| First County Bank | 53,724 | $9.20M | 4.79% | +1,940+3.7% | Added |
| Cottage Street Advisors LLC | 53,809 | $9.21M | 6.75% | −565−1.0% | Reduced |
| Horizon Investment Services, LLC | 53,819 | $9.21M | 5.54% | +49+0.1% | Added |
| Headinvest, LLC | 53,155 | $9.24M | 2.01% | +872+1.7% | Added |
| Kathmere Capital Management, LLC | 53,964 | $9.24M | 1.37% | −1,242−2.2% | Reduced |
| Signature Wealth Management Partners, LLC | 53,973 | $9.24M | 9.04% | −639−1.2% | Reduced |
| Xcel Wealth Management, LLC | 54,105 | $9.26M | 3.66% | −12,238−18.4% | Reduced |
| Asio Capital, LLC | 54,114 | $9.26M | 2.47% | −55,399−50.6% | Reduced |