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 |
|---|---|---|---|---|---|
| Perpetual Ltd | 63,557 | $10.9M | 0.11% | −12,354−16.3% | Reduced |
| Olistico Wealth, LLC | 63,576 | $10.9M | 9.73% | +932+1.5% | Added |
| L2 Asset Management, LLC | 556 | $10.9M | 5.23% | −58,912−99.1% | Reduced |
| SRS Capital Advisors, Inc. | 63,652 | $10.9M | 1.36% | −1,278−2.0% | Reduced |
| Zweig-DiMenna Associates LLC | 63,700 | $10.9M | 1.31% | +46,150+263.0% | Added |
| Ashburton (Jersey) Ltd | 56,274 | $10.9M | 5.31% | 00.0% | Unchanged |
| GDS Wealth Management | 63,809 | $10.9M | 1.72% | +3,325+5.5% | Added |
| Hudson Value Partners, LLC | 63,824 | $10.9M | 5.74% | −72−0.1% | Reduced |
| Independent Solutions Wealth Management, LLC | 63,827 | $10.9M | 3.01% | −1,660−2.5% | Reduced |
| Northwest Investment Counselors, LLC | 63,937 | $10.9M | 3.06% | +419+0.7% | Added |
| Cable Hill Partners, LLC | 64,022 | $11.0M | 1.48% | +1,912+3.1% | Added |
| Soundwatch Capital LLC | 64,062 | $11.0M | 2.36% | +5,931+10.2% | Added |
| Global Wealth Management Investment Advisory, Inc. | 64,146 | $11.0M | 3.08% | −2,369−3.6% | Reduced |
| Independence Bank of Kentucky | 64,551 | $11.1M | 4.67% | −1,290−2.0% | Reduced |
| Towercrest Capital Management | 64,555 | $11.1M | 2.15% | −804−1.2% | Reduced |
| Montgomery Investment Management Inc | 64,580 | $11.1M | 3.81% | −590−0.9% | Reduced |
| Sound Income Strategies, LLC | 64,685 | $11.1M | 0.94% | −222−0.3% | Reduced |
| Financial Management Network Inc | 63,799 | $11.1M | 3.67% | −593−0.9% | Reduced |
| Chemung Canal Trust Co | 64,794 | $11.1M | 2.55% | −697−1.1% | Reduced |
| Pflug Koory, LLC | 64,795 | $11.1M | 6.41% | −410−0.6% | Reduced |
| Wealth Dimensions Group, Ltd. | 64,828 | $11.1M | 4.03% | +638+1.0% | Added |
| Providence Capital Advisors, LLC | 64,830 | $11.1M | 2.91% | +75+0.1% | Added |
| Dudley Capital Management, LLC | 64,834 | $11.1M | 7.79% | −1,618−2.4% | Reduced |
| Truepoint, Inc. | 64,849 | $11.1M | 0.36% | +17,471+36.9% | Added |
| ICICI Prudential Asset Management Co Ltd | 64,867 | $11.1M | 1.45% | −1,437−2.2% | Reduced |
| VeraBank, N.A. | 64,990 | $11.1M | 4.27% | −58−0.1% | Reduced |
| Gables Capital Management Inc. | 65,016 | $11.1M | 7.75% | −766−1.2% | Reduced |
| Newman Dignan & Sheerar, Inc. | 65,098 | $11.1M | 3.66% | −1,952−2.9% | Reduced |
| Spring Capital Management, LLC | 65,176 | $11.2M | 9.39% | −89−0.1% | Reduced |
| Horizon Wealth Management, LLC | 65,196 | $11.2M | 4.48% | +2,962+4.8% | Added |
| Bridge Creek Capital Management LLC | 65,235 | $11.2M | 4.24% | −765−1.2% | Reduced |
| Bray Capital Advisors | 65,308 | $11.2M | 3.41% | +548+0.8% | Added |
| Financial Perspectives, Inc | 65,484 | $11.2M | 5.13% | −117−0.2% | Reduced |
| Gardner Lewis Asset Management L P | 65,491 | $11.2M | 4.09% | −1,175−1.8% | Reduced |
| Torray LLC | 65,541 | $11.2M | 1.98% | +972+1.5% | Added |
| Iron Financial, LLC | 65,563 | $11.2M | 6.52% | −36−0.1% | Reduced |
| Kennedy Investment Group | 65,564 | $11.2M | 6.75% | +2,165+3.4% | Added |
| 1623 Capital LLC | 65,732 | $11.3M | 7.37% | +120+0.2% | Added |
| N.E.W. Advisory Services LLC | 65,745 | $11.3M | 1.60% | +12,471+23.4% | Added |
| Wall Street Access Asset Management, LLC | 65,830 | $11.3M | 5.78% | −8,794−11.8% | Reduced |
| Bryant Woods Investment Advisors, LLC | 65,869 | $11.3M | 8.20% | +3,676+5.9% | Added |
| Kaizen Financial Strategies | 65,958 | $11.3M | 9.55% | −1,748−2.6% | Reduced |
| Coastal Bridge Advisors, LLC | 65,973 | $11.3M | 3.03% | +1,004+1.5% | Added |
| Mount Vernon Associates Inc | 66,012 | $11.3M | 12.50% | −510−0.8% | Reduced |
| Spotlight Asset Group, Inc. | 66,038 | $11.3M | 10.26% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 66,084 | $11.3M | 9.05% | +1,086+1.7% | Added |
| Cladis Investment Advisory, LLC | 66,096 | $11.3M | 9.91% | +1,845+2.9% | Added |
| M. Kulyk & Associates, LLC | 66,145 | $11.3M | 3.15% | −2,726−4.0% | Reduced |
| Hodges Capital Management Inc. | 66,223 | $11.3M | 1.35% | −13,173−16.6% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 66,324 | $11.4M | 1.09% | +66,324 | New |
| Graybill Bartz & Assoc Ltd | 66,345 | $11.4M | 5.54% | −190.0% | Reduced |
| Optas, LLC | 66,509 | $11.4M | 3.79% | +3,708+5.9% | Added |
| Woodward Diversified Capital, LLC | 66,580 | $11.4M | 8.21% | +41+0.1% | Added |
| Bank Ozk | 66,586 | $11.4M | 6.26% | −6,291−8.6% | Reduced |
| Iyo Bank, Ltd. | 66,690 | $11.4M | 6.22% | 00.0% | Unchanged |
| Apella Capital, LLC | 66,869 | $11.4M | 0.81% | +147+0.2% | Added |
| Bay Rivers Group | 66,899 | $11.5M | 8.81% | +809+1.2% | Added |
| Carmel Capital Management L.L.C. | 66,914 | $11.5M | 6.49% | +160+0.2% | Added |
| B & T Capital Management DBA Alpha Capital Management | 66,934 | $11.5M | 2.68% | −10,295−13.3% | Reduced |
| AlphaCore Capital LLC | 67,086 | $11.5M | 1.81% | −4,492−6.3% | Reduced |
| Hexagon Capital Partners LLC | 67,188 | $11.5M | 3.01% | +1,023+1.5% | Added |
| Baystate Wealth Management LLC | 67,360 | $11.5M | 0.95% | +3,429+5.4% | Added |
| Gibraltar Capital Management, Inc. | 67,390 | $11.5M | 5.12% | −7,483−10.0% | Reduced |
| Ervin Investment Management, LLC | 67,426 | $11.5M | 9.68% | −2,940−4.2% | Reduced |
| Advisory Alpha, LLC | 67,720 | $11.6M | 0.60% | −4,471−6.2% | Reduced |
| Consilium Wealth Advisory, LLC | 67,757 | $11.6M | 8.12% | +799+1.2% | Added |
| Delta Investment Management, LLC | 67,822 | $11.6M | 3.22% | +416+0.6% | Added |
| Evermay Wealth Management LLC | 67,888 | $11.6M | 2.38% | −3,202−4.5% | Reduced |
| Golden Green, Inc. | 67,918 | $11.6M | 12.17% | −278−0.4% | Reduced |
| WBH Advisory Inc | 67,950 | $11.6M | 1.43% | −2,807−4.0% | Reduced |
| WealthTrust Axiom LLC | 68,078 | $11.7M | 4.19% | −24,515−26.5% | Reduced |
| Stolper Co | 68,155 | $11.7M | 5.06% | +340.0% | Added |
| Highlander Capital Management, LLC | 68,189 | $11.7M | 4.59% | +7,570+12.5% | Added |
| Atlantic Trust, LLC | 68,366 | $11.7M | 3.85% | +3,189+4.9% | Added |
| Mechanics Financial Corp | 68,410 | $11.7M | 6.44% | −580−0.8% | Reduced |
| Oak Harbor Wealth Partners, LLC | 68,474 | $11.7M | 4.17% | −672−1.0% | Reduced |
| Austin Private Wealth, LLC | 68,490 | $11.7M | 1.70% | +12,062+21.4% | Added |
| Kesler, Norman & Wride, LLC | 68,590 | $11.7M | 2.95% | −1,079−1.5% | Reduced |
| American Trust Investment Advisors, LLC | 68,595 | $11.7M | 6.48% | +269+0.4% | Added |
| Centric Wealth Management | 68,608 | $11.7M | 4.91% | −1,289−1.8% | Reduced |
| Charter Oak Capital Management, LLC | 68,680 | $11.8M | 1.56% | +52+0.1% | Added |
| KG&L Capital Management,LLC | 68,689 | $11.8M | 5.68% | +1,997+3.0% | Added |
| Partners Capital Investment Group, LLP | 68,825 | $11.8M | 0.28% | +8,781+14.6% | Added |
| Keudell/Morrison Wealth Management | 68,898 | $11.8M | 3.60% | −225−0.3% | Reduced |
| LJI Wealth Management, LLC | 68,921 | $11.8M | 3.40% | +1,495+2.2% | Added |
| Baldwin Investment Management, LLC | 68,930 | $11.8M | 1.97% | −497−0.7% | Reduced |
| Indiana Trust & Investment Management CO | 68,957 | $11.8M | 5.96% | −1,374−2.0% | Reduced |
| EULAV Asset Management | 69,010 | $11.8M | 0.43% | −2,990−4.2% | Reduced |
| IMS Capital Management | 69,177 | $11.8M | 7.07% | −384−0.6% | Reduced |
| Intelligence Driven Advisers, LLC | 68,230 | $11.8M | 2.10% | −573−0.8% | Reduced |
| Jupiter Wealth Management LLC | 63,661 | $11.9M | 7.69% | +2,512+4.1% | Added |
| Capital Market Strategies LLC | 68,851 | $11.9M | 11.84% | −1,500−2.1% | Reduced |
| Consolidated Planning Corp | 69,350 | $11.9M | 2.63% | −697−1.0% | Reduced |
| FLC Capital Advisors | 69,365 | $11.9M | 3.60% | −57−0.1% | Reduced |
| Global Financial Private Client, LLC | 68,411 | $11.9M | 6.14% | −176−0.3% | Reduced |
| Shulman DeMeo Asset Management LLC | 69,479 | $11.9M | 3.97% | −414−0.6% | Reduced |
| Monarch Capital Management Inc | 69,489 | $11.9M | 3.82% | −933−1.3% | Reduced |
| Roof Eidam & Maycock | 69,501 | $11.9M | 3.92% | −234−0.3% | Reduced |
| Greenfield Savings Bank | 69,550 | $11.9M | 7.48% | −546−0.8% | Reduced |
| Tiemann Investment Advisors, LLC | 69,671 | $11.9M | 6.38% | −2,475−3.4% | Reduced |