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 11 sales; 6,152 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 | 6,152 | $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 |
|---|---|---|---|---|---|
| Congress Park Capital LLC | 54,136 | $9.27M | 5.34% | −1,321−2.4% | Reduced |
| Stiles Financial Services Inc | 54,376 | $9.31M | 4.83% | −130.0% | Reduced |
| Carl P. Sherr & Co., LLC | 54,391 | $9.31M | 6.31% | 00.0% | Unchanged |
| Pine Ridge Advisers LLC | 54,395 | $9.31M | 1.97% | −11,480−17.4% | Reduced |
| Kemnay Advisory Services Inc. | 54,413 | $9.32M | 2.79% | +5,141+10.4% | Added |
| First Business Financial Services, Inc. | 54,438 | $9.32M | 1.19% | +161+0.3% | Added |
| Parisi Gray Wealth Management | 54,481 | $9.33M | 4.24% | +731+1.4% | Added |
| Beech Hill Advisors, Inc. | 54,633 | $9.35M | 4.72% | −1,079−1.9% | Reduced |
| Charles Carroll Financial Partners, LLC | 54,719 | $9.37M | 11.63% | +2,055+3.9% | Added |
| Atticus Wealth Management, LLC | 54,785 | $9.38M | 3.59% | +451+0.8% | Added |
| Abundance Wealth Counselors | 54,821 | $9.39M | 2.68% | +54,821 | New |
| AlphaStar Capital Management, LLC | 54,889 | $9.40M | 1.18% | +4,473+8.9% | Added |
| Childress Capital Advisors, LLC | 54,892 | $9.40M | 3.08% | +14,247+35.1% | Added |
| Bonness Enterprises Inc | 54,940 | $9.41M | 4.31% | 00.0% | Unchanged |
| LWMG, LLC | 54,989 | $9.41M | 2.58% | +1,232+2.3% | Added |
| Menlo Advisors LLC | 55,011 | $9.42M | 6.19% | −3,560−6.1% | Reduced |
| Martin & Co Inc | 55,011 | $9.42M | 2.47% | +1,217+2.3% | Added |
| Strategic Financial Concepts, LLC | 55,039 | $9.42M | 3.18% | −2,858−4.9% | Reduced |
| Tradewinds, LLC. | 55,042 | $9.42M | 5.53% | −42−0.1% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 55,251 | $9.46M | 3.41% | +55,251 | New |
| Zimmermann Investment Management & Planning LLC | 55,260 | $9.46M | 4.54% | −173−0.3% | Reduced |
| Amplius Wealth Advisors, LLC | 55,269 | $9.46M | 1.27% | −785−1.4% | Reduced |
| McIlrath & Eck, LLC | 55,276 | $9.46M | 1.90% | −733−1.3% | Reduced |
| WealthBridge Investment Counsel Inc. | 55,299 | $9.47M | 4.13% | −923−1.6% | Reduced |
| Trust Investment Advisors | 55,377 | $9.48M | 8.15% | −518−0.9% | Reduced |
| High Falls Advisors, Inc | 55,420 | $9.49M | 2.85% | +1,037+1.9% | Added |
| NovaPoint Capital, LLC | 55,431 | $9.49M | 3.77% | −1,097−1.9% | Reduced |
| Meritas Wealth Management, LLC | 55,450 | $9.49M | 7.27% | −2,122−3.7% | Reduced |
| Timber Creek Capital Management LLC | 55,503 | $9.50M | 3.43% | −645−1.1% | Reduced |
| Harbour Investment Management LLC | 55,515 | $9.50M | 5.43% | −470−0.8% | Reduced |
| Allstate Corp | 55,517 | $9.51M | 0.56% | 00.0% | Unchanged |
| Lincoln Capital Corp | 55,586 | $9.52M | 5.12% | +277+0.5% | Added |
| Pacifica Partners Inc. | 54,399 | $9.52M | 5.18% | +2,380+4.6% | Added |
| Evexia Wealth LLC | 55,624 | $9.52M | 4.82% | −296−0.5% | Reduced |
| Fullerton Fund Management Co Ltd. | 55,595 | $9.52M | 0.67% | −69,611−55.6% | Reduced |
| Rock Point Advisors, LLC | 55,658 | $9.53M | 3.30% | +2,397+4.5% | Added |
| Capital Performance Advisors LLP | 55,661 | $9.53M | 4.85% | −2,450−4.2% | Reduced |
| Foster Victor Wealth Advisors, LLC | 53,715 | $9.53M | 1.11% | +28,671+114.5% | Added |
| Meridian Investment Counsel Inc. | 55,686 | $9.53M | 3.57% | −2,572−4.4% | Reduced |
| Clarus Group, Inc. | 55,718 | $9.54M | 6.92% | +687+1.2% | Added |
| White Pine Capital LLC | 55,754 | $9.55M | 3.83% | −555−1.0% | Reduced |
| Private Portfolio Partners LLC | 55,785 | $9.55M | 2.47% | −1,107−1.9% | Reduced |
| Sugarloaf Wealth Management, LLC | 55,898 | $9.57M | 2.42% | −4,297−7.1% | Reduced |
| Strengthening Families & Communities, LLC | 55,938 | $9.58M | 4.14% | +1,694+3.1% | Added |
| Financial Security Advisor, Inc. | 55,969 | $9.58M | 4.40% | +55,969 | New |
| Merrion Investment Management Co, LLC | 56,086 | $9.60M | 8.31% | −630−1.1% | Reduced |
| Benson Investment Management Company, Inc. | 56,094 | $9.60M | 5.39% | −484−0.9% | Reduced |
| Financial Advisors Network, Inc. | 56,131 | $9.61M | 2.16% | +56,131 | New |
| Archford Capital Strategies, LLC | 56,146 | $9.61M | 1.92% | +1,263+2.3% | Added |
| Cherry Creek Investment Advisors, Inc. | 56,290 | $9.64M | 6.54% | −84−0.1% | Reduced |
| Global Trust Asset Management, LLC | 56,347 | $9.65M | 4.60% | +47+0.1% | Added |
| Walkner Condon Financial Advisors LLC | 56,507 | $9.67M | 2.56% | +446+0.8% | Added |
| Alhambra Investment Partners LLC | 56,520 | $9.68M | 6.37% | −2,205−3.8% | Reduced |
| Vivaldi Capital Management, LLC | 56,556 | $9.68M | 3.17% | −140−0.2% | Reduced |
| Boston Research & Management Inc | 56,594 | $9.69M | 2.86% | −696−1.2% | Reduced |
| Prosperity Financial Group, Inc. | 56,607 | $9.69M | 8.01% | +1,162+2.1% | Added |
| First United Bank Trust | 56,625 | $9.69M | 4.51% | −1,174−2.0% | Reduced |
| Baxter Bros Inc | 56,627 | $9.70M | 1.47% | −1,343−2.3% | Reduced |
| Alkeon Capital Management LLC | 56,627 | $9.70M | 0.06% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 56,694 | $9.71M | 5.37% | −8,969−13.7% | Reduced |
| Clay Northam Wealth Management, LLC | 56,761 | $9.72M | 9.65% | −166−0.3% | Reduced |
| Navellier & Associates Inc | 56,931 | $9.75M | 1.67% | +36,206+174.7% | Added |
| Sterling Financial Group, Inc. | 56,998 | $9.76M | 6.13% | −420−0.7% | Reduced |
| Eagle Capital Management, LLC | 57,025 | $9.76M | 5.37% | −598−1.0% | Reduced |
| City State Bank | 57,055 | $9.77M | 5.38% | −2,459−4.1% | Reduced |
| Fortis Group Advisors, LLC | 59,081 | $9.77M | 2.99% | +4,269+7.8% | Added |
| Orion Capital Management LLC | 57,063 | $9.77M | 6.36% | −5,451−8.7% | Reduced |
| Excalibur Management Corp | 57,104 | $9.78M | 5.08% | +275+0.5% | Added |
| REDW Wealth LLC | 57,113 | $9.78M | 3.01% | −1,421−2.4% | Reduced |
| Delta Asset Management LLC | 57,162 | $9.79M | 1.02% | +251+0.4% | Added |
| Eagle Ridge Investment Management | 57,183 | $9.79M | 1.07% | −1,688−2.9% | Reduced |
| Connable Office Inc | 57,296 | $9.81M | 1.35% | +3,009+5.5% | Added |
| ICA Group Wealth Management, LLC | 57,203 | $9.82M | 2.76% | +699+1.2% | Added |
| Eastover Investment Advisors LLC | 57,861 | $9.82M | 5.90% | +52+0.1% | Added |
| Waddell & Associates, LLC | 57,366 | $9.82M | 1.44% | +1,113+2.0% | Added |
| Fairfield Financial Advisors, LTD | 57,437 | $9.83M | 4.14% | −1,219−2.1% | Reduced |
| Global Endowment Management, LP | 57,465 | $9.84M | 1.05% | +47,300+465.3% | Added |
| Provenance Wealth Advisors, LLC | 57,491 | $9.84M | 1.59% | +57,491 | New |
| Lafayette Investments, Inc. | 57,558 | $9.85M | 2.69% | −440−0.8% | Reduced |
| Icon Wealth Partners, LLC | 57,566 | $9.86M | 1.12% | −16,883−22.7% | Reduced |
| SJS Investment Consulting Inc. | 57,643 | $9.87M | 2.48% | +1,446+2.6% | Added |
| Columbia Trust Co 01012016 | 57,710 | $9.88M | 5.73% | +1,599+2.8% | Added |
| Trail Ridge Investment Advisors, LLC | 57,730 | $9.88M | 6.72% | −222−0.4% | Reduced |
| Lee Johnson Capital Management, LLC | 57,754 | $9.89M | 9.35% | −561−1.0% | Reduced |
| Texas Capital Bancshares Inc | 57,788 | $9.89M | 5.47% | −4,046−6.5% | Reduced |
| KLCM Advisors, Inc. | 57,828 | $9.90M | 1.86% | −135−0.2% | Reduced |
| V Wealth Advisors LLC | 57,848 | $9.90M | 8.01% | −147,276−71.8% | Reduced |
| Royal Fund Management, LLC | 57,864 | $9.91M | 1.42% | +967+1.7% | Added |
| Vectors Research Management, LLC | 57,880 | $9.91M | 3.21% | 00.0% | Unchanged |
| Capital Advantage, Inc. | 57,928 | $9.92M | 2.13% | −2,090−3.5% | Reduced |
| Tyler-Stone Wealth Management | 58,056 | $9.94M | 5.68% | −423−0.7% | Reduced |
| CoreFirst Bank & Trust | 58,100 | $9.95M | 7.06% | −9,396−13.9% | Reduced |
| Channel Wealth LLC | 58,129 | $9.95M | 5.57% | +3,546+6.5% | Added |
| Abbot Financial Management, Inc. | 58,144 | $9.95M | 6.69% | −928−1.6% | Reduced |
| DMG Group, LLC | 58,144 | $9.95M | 10.08% | −5,051−8.0% | Reduced |
| Yoder Wealth Management, Inc. | 58,177 | $9.96M | 8.22% | −1,476−2.5% | Reduced |
| Darwin Advisors, LLC | 58,200 | $9.96M | 2.68% | −9,295−13.8% | Reduced |
| Sterling Investment Counsel, LLC | 58,220 | $9.97M | 5.71% | −11,595−16.6% | Reduced |
| Owen LaRue, LLC | 58,294 | $9.98M | 10.98% | −10,250−15.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 58,316 | $9.98M | 4.66% | −1,074−1.8% | Reduced |