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 |
|---|---|---|---|---|---|
| Marathon Capital Management | 58,361 | $9.99M | 2.51% | −863−1.5% | Reduced |
| Lincoln Capital LLC | 58,407 | $10.0M | 2.62% | +484+0.8% | Added |
| Legato Capital Management LLC | 58,413 | $10.0M | 1.45% | −1,692−2.8% | Reduced |
| BIP Wealth, LLC | 58,475 | $10.0M | 0.92% | −10,568−15.3% | Reduced |
| Citizens & Northern Corp | 58,488 | $10.0M | 4.02% | −580−1.0% | Reduced |
| CWS Financial Advisors, LLC | 58,518 | $10.0M | 4.02% | −490−0.8% | Reduced |
| Thomas Story & Son LLC | 58,602 | $10.0M | 4.89% | −5,310−8.3% | Reduced |
| Hall Laurie J Trustee | 58,727 | $10.1M | 4.28% | −825−1.4% | Reduced |
| First Community Trust NA | 58,765 | $10.1M | 11.51% | −490−0.8% | Reduced |
| Somerset Trust Co | 58,810 | $10.1M | 4.59% | −3,173−5.1% | Reduced |
| Investment Advisory Services Inc | 58,927 | $10.1M | 4.34% | +184+0.3% | Added |
| SYSTM Wealth Solutions LLC | 59,052 | $10.1M | 1.55% | −8,489−12.6% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 58,863 | $10.1M | 0.75% | −49,230−45.5% | Reduced |
| Alaethes Wealth LLC | 59,160 | $10.1M | 5.55% | −287−0.5% | Reduced |
| Castle Rock Wealth Management, LLC | 57,333 | $10.1M | 3.41% | −1,761−3.0% | Reduced |
| Cubist Systematic Strategies, LLC | 59,308 | $10.2M | 0.13% | +55,508+1,460.7% | Added |
| Core Wealth Partners LLC | 59,334 | $10.2M | 9.23% | +8,791+17.4% | Added |
| Satovsky Asset Management LLC | 59,341 | $10.2M | 3.44% | +1,395+2.4% | Added |
| Strategic Advocates LLC | 59,353 | $10.2M | 4.78% | +59,353 | New |
| Audent Global Asset Management, LLC | 59,410 | $10.2M | 11.69% | +34,394+137.5% | Added |
| Harbor Advisory Corp | 59,417 | $10.2M | 3.69% | −2,789−4.5% | Reduced |
| TLW Wealth Management, LLC | 59,462 | $10.2M | 7.74% | −95−0.2% | Reduced |
| Wealth Management Partners, LLC | 59,528 | $10.2M | 6.36% | −1,192−2.0% | Reduced |
| Silverlake Wealth Management LLC | 59,582 | $10.2M | 5.73% | +4,190+7.6% | Added |
| WealthShield Partners, LLC | 59,591 | $10.2M | 1.54% | +311+0.5% | Added |
| Coston, McIsaac & Partners | 59,662 | $10.2M | 3.87% | +1,165+2.0% | Added |
| Brown Capital Management LLC | 59,692 | $10.2M | 0.16% | −225−0.4% | Reduced |
| Inspirion Wealth Advisors, LLC | 59,716 | $10.2M | 1.99% | +387+0.7% | Added |
| NWK Group, Inc. | 59,788 | $10.2M | 6.28% | −1,145−1.9% | Reduced |
| Northside Capital Management, LLC | 59,810 | $10.2M | 2.36% | +40.0% | Added |
| Willow Creek Wealth Management Inc. | 59,850 | $10.2M | 1.53% | −4,576−7.1% | Reduced |
| Bellevue Asset Management, LLC | 59,962 | $10.3M | 6.90% | −1,075−1.8% | Reduced |
| Titleist Asset Management, LLC | 59,976 | $10.3M | 2.11% | +1,295+2.2% | Added |
| Naviter Wealth, LLC | 60,000 | $10.3M | 2.48% | +184+0.3% | Added |
| Brick & Kyle, Associates | 60,142 | $10.3M | 5.46% | −343−0.6% | Reduced |
| McLean Asset Management Corp | 57,773 | $10.3M | 4.22% | +55+0.1% | Added |
| Morse Asset Management, Inc | 60,209 | $10.3M | 3.26% | −1,583−2.6% | Reduced |
| WealthBridge Capital Management, LLC | 60,217 | $10.3M | 4.26% | +172+0.3% | Added |
| Sage Rhino Capital LLC | 60,227 | $10.3M | 2.90% | −636−1.0% | Reduced |
| Oak Hill Wealth Advisors, LLC | 60,259 | $10.3M | 3.98% | −599−1.0% | Reduced |
| Grace & Mercy Foundation, Inc. | 60,300 | $10.3M | 3.13% | +10,000+19.9% | Added |
| Sawyer & Company, Inc | 60,350 | $10.3M | 4.82% | −249−0.4% | Reduced |
| Western Pacific Wealth Management, LP | 60,422 | $10.3M | 8.49% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 60,435 | $10.3M | 3.55% | −834−1.4% | Reduced |
| DeDora Capital, Inc. | 60,549 | $10.4M | 4.08% | −124−0.2% | Reduced |
| Roman Butler Fullerton & Co | 58,020 | $10.4M | 4.90% | −247−0.4% | Reduced |
| Wambolt & Associates, LLC | 128,363 | $10.4M | 3.77% | +8,925+7.5% | Added |
| Garden State Investment Advisory Services LLC | 60,847 | $10.4M | 4.85% | +433+0.7% | Added |
| Buckhead Capital Management LLC | 60,944 | $10.4M | 4.34% | −50,374−45.3% | Reduced |
| Drive Wealth Management, LLC | 60,967 | $10.4M | 3.81% | −5,088−7.7% | Reduced |
| Port Capital LLC | 61,043 | $10.5M | 0.65% | +262+0.4% | Added |
| Everhart Financial Group, Inc. | 61,044 | $10.5M | 4.43% | −5,455−8.2% | Reduced |
| Verde Servicos Internacionais S.A. | 61,071 | $10.5M | 4.07% | +61,071 | New |
| Advocate Group LLC | 61,129 | $10.5M | 2.43% | −2,738−4.3% | Reduced |
| Chronos Wealth Management, LLC | 61,164 | $10.5M | 7.33% | −183−0.3% | Reduced |
| WFA of San Diego, LLC | 61,277 | $10.5M | 10.85% | −1,636−2.6% | Reduced |
| Jarislowsky, Fraser Ltd | 61,291 | $10.5M | 0.07% | −779−1.3% | Reduced |
| WNY Asset Management, LLC | 61,311 | $10.5M | 2.05% | +365+0.6% | Added |
| Beacon Financial Group | 55,975 | $10.5M | 1.49% | −1,169−2.0% | Reduced |
| Northwest Capital Management Inc | 61,429 | $10.5M | 4.06% | +304+0.5% | Added |
| Muhlenkamp & Co Inc | 61,484 | $10.5M | 3.63% | +1,114+1.8% | Added |
| O'Brien Greene & Co. Inc | 61,520 | $10.5M | 3.85% | −2,030−3.2% | Reduced |
| Sculati Wealth Management, LLC | 61,670 | $10.6M | 5.40% | +220+0.4% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 59,236 | $10.6M | 7.62% | −3,152−5.1% | Reduced |
| High Net Worth Advisory Group LLC | 61,899 | $10.6M | 4.25% | −134−0.2% | Reduced |
| Peninsula Wealth, LLC | 61,263 | $10.6M | 2.48% | −2,392−3.8% | Reduced |
| Old Point Trust & Financial Services N A | 61,930 | $10.6M | 4.79% | −248−0.4% | Reduced |
| Strait & Sound Wealth Management LLC | 62,025 | $10.6M | 9.11% | +2,967+5.0% | Added |
| KPP Advisory Services LLC | 62,060 | $10.6M | 3.51% | +62,060 | New |
| Alpha Family Trust | 62,160 | $10.6M | 8.10% | −2,260−3.5% | Reduced |
| Keel Point, LLC | 62,234 | $10.7M | 1.46% | −944−1.5% | Reduced |
| Tenere Capital LLC | 62,270 | $10.7M | 4.10% | +25,700+70.3% | Added |
| Twin Focus Capital Partners, LLC | 62,301 | $10.7M | 2.40% | −18,925−23.3% | Reduced |
| Poehling Capital Management, LLC | 62,309 | $10.7M | 3.73% | +728+1.2% | Added |
| Hartford Financial Management Inc. | 62,346 | $10.7M | 2.73% | −88−0.1% | Reduced |
| Quantum Financial Advisors, LLC | 62,358 | $10.7M | 3.14% | +1,174+1.9% | Added |
| Platte River Wealth Advisors, LLC | 62,407 | $10.7M | 3.91% | +697+1.1% | Added |
| Vanguard Capital Wealth Advisors | 62,470 | $10.7M | 9.91% | +1,148+1.9% | Added |
| Wimmer Associates 1, LLC | 62,536 | $10.7M | 6.68% | +146+0.2% | Added |
| Summit Global Investments | 62,644 | $10.7M | 0.71% | +2,107+3.5% | Added |
| Bradley & Co. Private Wealth Management, LLC | 62,679 | $10.7M | 11.20% | −818−1.3% | Reduced |
| Fortis Capital Advisors, LLC | 62,688 | $10.7M | 6.88% | −3,027−4.6% | Reduced |
| Arbor Investment Advisors, LLC | 62,783 | $10.7M | 1.88% | −837−1.3% | Reduced |
| All Terrain Financial Advisors, LLC | 62,885 | $10.8M | 5.45% | −1,958−3.0% | Reduced |
| Strategy Asset Managers LLC | 62,912 | $10.8M | 2.82% | +1,144+1.9% | Added |
| Fifth Third Wealth Advisors LLC | 62,955 | $10.8M | 4.35% | +20,911+49.7% | Added |
| Credential Qtrade Securities Inc. | 63,061 | $10.8M | 0.72% | −7,217−10.3% | Reduced |
| Capital Insight Partners, LLC | 63,139 | $10.8M | 2.46% | +1,755+2.9% | Added |
| Blue Edge Capital, LLC | 63,146 | $10.8M | 2.27% | −200.0% | Reduced |
| Peoples Financial Services Corp. | 63,198 | $10.8M | 5.10% | +40+0.1% | Added |
| American Trust | 63,264 | $10.8M | 0.84% | −4,611−6.8% | Reduced |
| Revolve Wealth Partners, LLC | 63,267 | $10.8M | 2.51% | +2,307+3.8% | Added |
| Flynn Zito Capital Management, LLC | 63,286 | $10.8M | 7.60% | +1,096+1.8% | Added |
| Index Fund Advisors, Inc. | 63,313 | $10.8M | 0.72% | +3,078+5.1% | Added |
| Lederer & Associates Investment Counsel | 63,317 | $10.8M | 8.61% | −667−1.0% | Reduced |
| McGinn Investment Management, Inc. | 63,420 | $10.9M | 8.55% | −3,818−5.7% | Reduced |
| Orleans Capital Management Corp | 63,421 | $10.9M | 8.07% | −2,082−3.2% | Reduced |
| Once Capital Management, LLC | 63,450 | $10.9M | 10.33% | 00.0% | Unchanged |
| McAdam, LLC | 63,456 | $10.9M | 0.89% | +1,851+3.0% | Added |
| St. Johns Investment Management Company, LLC | 63,498 | $10.9M | 6.20% | +1,628+2.6% | Added |