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 |
|---|---|---|---|---|---|
| Lattice Capital Management, LLC | 69,734 | $11.9M | 14.45% | +37,700+117.7% | Added |
| Cahill Financial Advisors Inc | 69,742 | $11.9M | 1.98% | −2,083−2.9% | Reduced |
| Old Second National Bank of Aurora | 69,817 | $12.0M | 3.64% | −2,297−3.2% | Reduced |
| KRS Capital Management, LLC | 69,825 | $12.0M | 12.74% | +94+0.1% | Added |
| Roberts Wealth Advisors, LLC | 67,013 | $12.0M | 5.27% | +636+1.0% | Added |
| Armstrong Henry H Associates Inc | 69,963 | $12.0M | 1.37% | +140.0% | Added |
| Matthew 25 Management Corp | 70,000 | $12.0M | 4.56% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 70,002 | $12.0M | 2.40% | +1,346+2.0% | Added |
| Mycio Wealth Partners, LLC | 70,097 | $12.0M | 3.59% | +8,716+14.2% | Added |
| F/M Investments LLC | 70,338 | $12.0M | 8.96% | −10,903−13.4% | Reduced |
| Manhattan West Asset Management, LLC | 69,465 | $12.0M | 3.70% | +3,934+6.0% | Added |
| Fortitude Advisory Group L.L.C. | 70,197 | $12.0M | 8.13% | +637+0.9% | Added |
| Leisure Capital Management | 70,347 | $12.0M | 6.92% | −902−1.3% | Reduced |
| Georgetown University | 70,387 | $12.1M | 4.36% | +94+0.1% | Added |
| Capstone Triton Financial Group, LLC | 70,412 | $12.1M | 8.81% | −1,070−1.5% | Reduced |
| NVWM, LLC | 70,502 | $12.1M | 3.94% | +7,816+12.5% | Added |
| Solstein Capital, LLC | 70,532 | $12.1M | 10.38% | 00.0% | Unchanged |
| Advisory Research Inc | 70,569 | $12.1M | 1.68% | −761−1.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 70,628 | $12.1M | 1.91% | −113−0.2% | Reduced |
| Cairn Investment Group, Inc. | 70,725 | $12.1M | 8.03% | +63+0.1% | Added |
| Settian Capital LP | 70,900 | $12.1M | 10.30% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 70,924 | $12.1M | 6.31% | −372−0.5% | Reduced |
| Blodgett Wealth Advisors, LLC | 71,083 | $12.2M | 13.40% | +342+0.5% | Added |
| Fairhaven Wealth Management, LLC | 71,148 | $12.2M | 4.86% | +1,844+2.7% | Added |
| Summit Financial Strategies, Inc. | 71,164 | $12.2M | 2.32% | +6,319+9.7% | Added |
| James J. Burns & Company, LLC | 71,377 | $12.2M | 3.28% | −3,890−5.2% | Reduced |
| Carlson Capital Management | 71,517 | $12.2M | 0.73% | +17,492+32.4% | Added |
| TriaGen Wealth Management LLC | 71,618 | $12.3M | 6.26% | +130.0% | Added |
| Delta Financial Advisors LLC | 71,624 | $12.3M | 5.53% | +80.0% | Added |
| Birch Capital Management, LLC | 71,685 | $12.3M | 7.77% | −892−1.2% | Reduced |
| Harbour Capital Advisors, LLC | 71,705 | $12.3M | 3.68% | +200+0.3% | Added |
| Mathes Company, Inc. | 71,721 | $12.3M | 5.70% | −1,838−2.5% | Reduced |
| Univest Financial Corp | 71,723 | $12.3M | 4.10% | −8,205−10.3% | Reduced |
| McDonough Capital Management, Inc | 71,757 | $12.3M | 11.64% | +1,140+1.6% | Added |
| SeaBridge Investment Advisors LLC | 71,811 | $12.3M | 4.05% | +835+1.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 71,850 | $12.3M | 0.78% | −9,288−11.4% | Reduced |
| Founders Financial Securities LLC | 71,932 | $12.3M | 1.60% | −708−1.0% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 71,954 | $12.3M | 9.76% | −893−1.2% | Reduced |
| Union Heritage Capital, LLC | 72,000 | $12.3M | 6.99% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 72,009 | $12.3M | 5.08% | −159−0.2% | Reduced |
| Moser Wealth Advisors, LLC | 72,012 | $12.3M | 8.65% | −810−1.1% | Reduced |
| Next Century Growth Investors LLC | 72,034 | $12.3M | 1.34% | −4,141−5.4% | Reduced |
| Trivant Custom Portfolio Group, LLC | 72,164 | $12.4M | 9.08% | +405+0.6% | Added |
| Fiera Capital Corp | 72,179 | $12.4M | 0.04% | −1,541−2.1% | Reduced |
| IVC Wealth Advisors LLC | 72,272 | $12.4M | 8.27% | −218−0.3% | Reduced |
| Paradigm Financial Partners, LLC | 71,869 | $12.4M | 3.41% | −80.0% | Reduced |
| Allegheny Financial Group LTD | 72,381 | $12.4M | 4.64% | +13,390+22.7% | Added |
| Masso Torrence Wealth Management Inc. | 72,576 | $12.4M | 9.55% | −812−1.1% | Reduced |
| Alapocas Investment Partners, Inc. | 72,608 | $12.4M | 9.06% | +557+0.8% | Added |
| Marathon Trading Investment Management LLC | 72,635 | $12.4M | 9.52% | −80,510−52.6% | Reduced |
| Dumont & Blake Investment Advisors LLC | 72,658 | $12.4M | 4.21% | −167−0.2% | Reduced |
| Tortoise Investment Management, LLC | 72,675 | $12.4M | 1.85% | +209+0.3% | Added |
| Morton Capital Management LLC | 72,690 | $12.4M | 4.41% | −1,547−2.1% | Reduced |
| Professional Advisory Services Inc | 72,764 | $12.5M | 2.05% | −162−0.2% | Reduced |
| Atlas Capital Advisors LLC | 72,808 | $12.5M | 2.05% | −250.0% | Reduced |
| Eqis Capital Management, Inc. | 72,873 | $12.5M | 1.53% | −5,626−7.2% | Reduced |
| New Capital Management LP | 73,013 | $12.5M | 4.34% | +73,013 | New |
| First National Bank of Mount Dora, Trust Investment Services | 73,027 | $12.5M | 3.70% | −376−0.5% | Reduced |
| Lee Financial Co | 73,250 | $12.5M | 2.34% | +1,551+2.2% | Added |
| Kercheville Advisors, LLC | 73,293 | $12.5M | 7.96% | −15,903−17.8% | Reduced |
| First National Advisers, LLC | 73,297 | $12.5M | 5.60% | +29,577+67.7% | Added |
| Resonant Capital Advisors, LLC | 73,348 | $12.6M | 1.34% | +7,164+10.8% | Added |
| Borer Denton & Associates, Inc. | 73,379 | $12.6M | 5.19% | +500+0.7% | Added |
| Frank, Rimerman Advisors LLC | 73,418 | $12.6M | 3.04% | +50+0.1% | Added |
| Dominguez Wealth Management Solutions, Inc. | 73,683 | $12.6M | 11.65% | +140.0% | Added |
| Baugh & Associates, LLC | 73,815 | $12.6M | 7.90% | −94−0.1% | Reduced |
| Hirtle Callaghan & Co LLC | 73,867 | $12.6M | 0.63% | −342−0.5% | Reduced |
| Curbstone Financial Management Corp | 73,950 | $12.7M | 3.13% | −1,695−2.2% | Reduced |
| Manchester Financial Inc | 73,966 | $12.7M | 3.72% | −2,782−3.6% | Reduced |
| Liontrust Investment Partners LLP | 74,000 | $12.7M | 0.20% | −42,715−36.6% | Reduced |
| High Note Wealth, LLC | 74,095 | $12.7M | 5.24% | +639+0.9% | Added |
| Benjamin Edwards Inc | 74,268 | $12.7M | 3.01% | −238−0.3% | Reduced |
| American Investment Services, Inc. | 74,317 | $12.7M | 2.72% | −249−0.3% | Reduced |
| Notis-McConarty Edward | 74,348 | $12.7M | 5.18% | −2,620−3.4% | Reduced |
| StrategIQ Financial Group, LLC | 74,373 | $12.7M | 1.47% | −774−1.0% | Reduced |
| Nicolet Bankshares Inc | 74,470 | $12.8M | 3.91% | −13,585−15.4% | Reduced |
| First Commonwealth Financial Corp | 74,599 | $12.8M | 4.27% | −668−0.9% | Reduced |
| Harrington Investments, INC | 74,668 | $12.8M | 8.80% | +116+0.2% | Added |
| Ninety One SA (PTY) Ltd | 74,644 | $12.8M | 2.48% | +25,099+50.7% | Added |
| Harbor Capital Advisors, Inc. | 75,223 | $12.9M | 2.77% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 75,230 | $12.9M | 1.18% | −1,868−2.4% | Reduced |
| Constitution Capital LLC | 75,251 | $12.9M | 8.78% | −7,967−9.6% | Reduced |
| Trust Co of Oklahoma | 75,370 | $12.9M | 5.14% | −13,759−15.4% | Reduced |
| Hedeker Wealth, LLC | 75,445 | $12.9M | 4.48% | +5,179+7.4% | Added |
| Monterey Private Wealth, Inc. | 75,537 | $12.9M | 6.50% | −1,072−1.4% | Reduced |
| Ifrah Financial Services, Inc. | 75,588 | $12.9M | 4.03% | +141+0.2% | Added |
| LMG Wealth Partners, LLC | 75,666 | $13.0M | 3.95% | −663−0.9% | Reduced |
| Adirondack Trust Co | 75,815 | $13.0M | 6.48% | −427−0.6% | Reduced |
| Atlas Brown,Inc. | 75,888 | $13.0M | 5.93% | +314+0.4% | Added |
| Glassy Mountain Advisors, Inc. | 75,014 | $13.0M | 6.21% | −3,879−4.9% | Reduced |
| Sheets Smith Wealth Management | 76,278 | $13.1M | 1.99% | −2,451−3.1% | Reduced |
| Mission Creek Capital Partners, Inc. | 76,403 | $13.1M | 4.39% | −1,464−1.9% | Reduced |
| Northwest Bancshares, Inc. | 76,427 | $13.1M | 2.50% | −240−0.3% | Reduced |
| Argonautica Private Wealth Management, Inc | 76,502 | $13.1M | 5.88% | +170.0% | Added |
| Sierra Capital LLC | 76,619 | $13.1M | 2.11% | −4,550−5.6% | Reduced |
| Sabal Trust CO | 76,663 | $13.1M | 0.88% | +528+0.7% | Added |
| Aspen Grove Capital, LLC | 76,715 | $13.1M | 4.88% | −4,726−5.8% | Reduced |
| RWM Asset Management, LLC | 76,723 | $13.1M | 2.65% | +1,470+2.0% | Added |
| Souders Financial Advisors | 76,942 | $13.2M | 2.53% | −2,668−3.4% | Reduced |
| Sutton Wealth Advisors Inc. | 76,979 | $13.2M | 6.48% | +946+1.2% | Added |