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 |
|---|---|---|---|---|---|
| Quad-Cities Investment Group, LLC | 77,101 | $13.2M | 8.86% | −203−0.3% | Reduced |
| Glen Eagle Advisors, LLC | 77,133 | $13.2M | 3.06% | −521−0.7% | Reduced |
| JSF Financial, LLC | 77,173 | $13.2M | 5.12% | +4,629+6.4% | Added |
| TrimTabs Asset Management, LLC | 77,249 | $13.2M | 7.03% | −2,091−2.6% | Reduced |
| Eagle Rock Investment Company, LLC | 77,523 | $13.3M | 3.00% | −3,711−4.6% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 77,541 | $13.3M | 0.37% | −1,114−1.4% | Reduced |
| Carderock Capital Management Inc | 77,625 | $13.3M | 4.46% | −10,082−11.5% | Reduced |
| Duff & Phelps Investment Management Co | 77,626 | $13.3M | 0.18% | −114−0.1% | Reduced |
| Bangor Savings Bank | 77,667 | $13.3M | 1.58% | −749−1.0% | Reduced |
| Wealth Advisory Solutions, LLC | 77,691 | $13.3M | 2.61% | −7,393−8.7% | Reduced |
| Key Bridge Compliance, LLC | 77,691 | $13.3M | 4.16% | +77,691 | New |
| McDonald Partners LLC | 77,695 | $13.3M | 4.33% | −7,944−9.3% | Reduced |
| Bank of Nova Scotia Trust Co | 77,763 | $13.3M | 1.58% | −3,129−3.9% | Reduced |
| Two Point Capital Management, Inc. | 77,768 | $13.3M | 7.34% | −553−0.7% | Reduced |
| Charter Research & Investment Group, Inc. | 77,911 | $13.3M | 12.01% | −4,305−5.2% | Reduced |
| Consolidated Capital Management, LLC | 77,953 | $13.3M | 7.07% | −2,410−3.0% | Reduced |
| Mizuho Markets Americas LLC | 77,990 | $13.4M | 0.50% | +77,990 | New |
| Nikulski Financial, Inc. | 77,990 | $13.4M | 5.53% | +916+1.2% | Added |
| B.O.S.S. Retirement Advisors, LLC | 78,010 | $13.4M | 2.87% | +5,870+8.1% | Added |
| Goldstream Capital Management Ltd | 78,020 | $13.4M | 10.77% | −24,174−23.7% | Reduced |
| Cardinal Capital Management | 78,056 | $13.4M | 2.72% | +2,395+3.2% | Added |
| Keystone Wealth Services, LLC | 78,075 | $13.4M | 5.08% | +1,700+2.2% | Added |
| EFG Asset Management (Americas) Corp. | 78,160 | $13.4M | 3.21% | −714−0.9% | Reduced |
| Relyea Zuckerberg Hanson LLC | 78,238 | $13.4M | 3.06% | +9,101+13.2% | Added |
| Capital Counsel LLC | 78,239 | $13.4M | 0.75% | −3,739−4.6% | Reduced |
| Wescott Financial Advisory Group, LLC | 78,327 | $13.4M | 2.45% | −5,588−6.7% | Reduced |
| Avalon Global Asset Management LLC | 78,420 | $13.4M | 6.51% | −2,500−3.1% | Reduced |
| First National Corp | 78,441 | $13.4M | 3.61% | +385+0.5% | Added |
| Strategic Financial Services, Inc, | 78,448 | $13.4M | 1.05% | −2,190−2.7% | Reduced |
| Greystone Financial Group, LLC | 78,488 | $13.4M | 3.35% | +3,648+4.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 78,519 | $13.4M | 2.79% | −969−1.2% | Reduced |
| Trybe Capital Management LP | 78,650 | $13.5M | 7.52% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 78,688 | $13.5M | 2.70% | −833−1.0% | Reduced |
| Wealth Management Associates, Inc. | 78,743 | $13.5M | 7.87% | +405+0.5% | Added |
| Cohen Lawrence B | 78,781 | $13.5M | 9.10% | −2,574−3.2% | Reduced |
| Financial Advisory Group | 78,866 | $13.5M | 2.78% | −2,503−3.1% | Reduced |
| Tilt Investment Management Holdings, PBC | 79,259 | $13.6M | 9.69% | 00.0% | Unchanged |
| SS&H Financial Advisors, Inc. | 79,363 | $13.6M | 6.36% | +79,363 | New |
| Vicus Capital | 79,399 | $13.6M | 1.42% | +4,394+5.9% | Added |
| Banyan Capital Management, Inc. | 79,445 | $13.6M | 8.84% | −8,725−9.9% | Reduced |
| GPM Growth Investors, Inc. | 79,502 | $13.6M | 7.11% | −2,778−3.4% | Reduced |
| Centurion Wealth Management LLC | 79,583 | $13.6M | 6.67% | +163+0.2% | Added |
| Lineweaver Wealth Advisors, LLC | 79,663 | $13.6M | 3.97% | +5,450+7.3% | Added |
| Radnor Capital Management, LLC | 79,814 | $13.7M | 2.72% | +79,814 | New |
| Financial Network Wealth Management LLC | 78,679 | $13.7M | 6.67% | +1,055+1.4% | Added |
| Sweeney & Michel, LLC | 74,768 | $13.7M | 7.16% | −560−0.7% | Reduced |
| Diligent Investors, LLC | 80,210 | $13.7M | 4.19% | +99+0.1% | Added |
| UMA Financial Services, Inc. | 76,927 | $13.8M | 3.54% | −3,686−4.6% | Reduced |
| Clark Asset Management, LLC | 80,760 | $13.8M | 5.95% | −107−0.1% | Reduced |
| Allied Investment Advisors, LLC | 80,994 | $13.9M | 4.15% | −721−0.9% | Reduced |
| Moseley Investment Management Inc | 81,005 | $13.9M | 8.29% | +464+0.6% | Added |
| Knightsbridge Asset Management, LLC | 80,735 | $13.9M | 4.37% | −1,943−2.4% | Reduced |
| Strategic Investment Advisors | 81,076 | $13.9M | 2.29% | −1,043−1.3% | Reduced |
| Wills Financial Group, Inc. | 81,118 | $13.9M | 7.51% | −1,026−1.2% | Reduced |
| Fernwood Investment Management, LLC | 81,858 | $13.9M | 5.00% | −2,223−2.6% | Reduced |
| Fermata Advisors, LLC | 81,174 | $13.9M | 3.91% | +70,308+647.0% | Added |
| Fort Point Capital Partners LLC | 81,230 | $13.9M | 2.26% | −1,870−2.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 81,232 | $13.9M | 1.22% | −2,938−3.5% | Reduced |
| Comerica Securities,inc. | 81,416 | $13.9M | 1.16% | −32,740−28.7% | Reduced |
| Breakwater Capital Group | 80,129 | $13.9M | 4.80% | +7,839+10.8% | Added |
| TFG Advisers LLC | 81,542 | $14.0M | 6.56% | +512+0.6% | Added |
| Personal Cfo Solutions, LLC | 81,593 | $14.0M | 2.76% | −2,068−2.5% | Reduced |
| Gyroscope Capital Management Group, LLC | 81,887 | $14.0M | 3.22% | −2,128−2.5% | Reduced |
| Citizens Business Bank | 81,969 | $14.0M | 3.30% | −3,609−4.2% | Reduced |
| Essex Investment Management Co LLC | 81,978 | $14.0M | 2.29% | −1,846−2.2% | Reduced |
| Founders Capital Management, LLC | 82,043 | $14.0M | 3.19% | −2,606−3.1% | Reduced |
| Howard Financial Services, Ltd. | 82,046 | $14.0M | 3.22% | +7,152+9.5% | Added |
| Isthmus Partners, LLC | 82,086 | $14.1M | 2.03% | −977−1.2% | Reduced |
| Lipe & Dalton | 82,138 | $14.1M | 8.46% | −526−0.6% | Reduced |
| PEAK6 Investments LLC | 82,277 | $14.1M | 0.69% | +82,274+2,742,466.7% | Added |
| Allen Capital Group, LLC | 81,159 | $14.1M | 2.60% | +1,444+1.8% | Added |
| Hikari Tsushin, Inc. | 82,424 | $14.1M | 1.37% | −11,731−12.5% | Reduced |
| First Heartland Consultants, Inc. | 82,475 | $14.1M | 1.78% | −4,288−4.9% | Reduced |
| Garda Capital Partners LP | 82,583 | $14.1M | 8.98% | +82,583 | New |
| Pegasus Partners Ltd. | 82,706 | $14.2M | 1.99% | −65−0.1% | Reduced |
| Roberts Glore & Co Inc | 82,800 | $14.2M | 4.68% | −1,897−2.2% | Reduced |
| Alpha Omega Wealth Management LLC | 82,831 | $14.2M | 2.45% | −2,797−3.3% | Reduced |
| Keebeck Wealth Management, LLC | 82,899 | $14.2M | 2.47% | +1,728+2.1% | Added |
| Bedel Financial Consulting, Inc. | 82,919 | $14.2M | 2.87% | +814+1.0% | Added |
| Bedel Financial Consulting Inc | 82,919 | $14.2M | 2.87% | +82,919 | New |
| Silverleafe Capital Partners, LLC | 82,993 | $14.2M | 7.26% | +2,265+2.8% | Added |
| Riverbridge Partners LLC | 83,089 | $14.2M | 0.19% | −315−0.4% | Reduced |
| LexAurum Advisors, LLC | 83,177 | $14.2M | 4.16% | +2,150+2.7% | Added |
| Catalyst Financial Partners LLC | 83,214 | $14.2M | 4.60% | +20,027+31.7% | Added |
| Live Oak Private Wealth LLC | 83,239 | $14.3M | 3.03% | −6,364−7.1% | Reduced |
| Kingfisher Capital LLC | 83,330 | $14.3M | 3.88% | −79−0.1% | Reduced |
| Great Lakes Retirement, Inc. | 83,688 | $14.3M | 2.58% | +4,418+5.6% | Added |
| Day & Ennis, LLC | 83,752 | $14.3M | 5.34% | +83,752 | New |
| Iowa State Bank | 83,882 | $14.4M | 3.73% | +353+0.4% | Added |
| Tsai Capital Corp | 83,939 | $14.4M | 13.73% | −11,229−11.8% | Reduced |
| BNC Wealth Management, LLC | 83,961 | $14.4M | 7.71% | +543+0.7% | Added |
| Consolidated Investment Group LLC | 84,084 | $14.4M | 2.78% | 00.0% | Unchanged |
| Pensionfund Sabic | 84,280 | $14.4M | 5.07% | −1,000−1.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 84,437 | $14.5M | 2.38% | −42,273−33.4% | Reduced |
| MV Capital Management, Inc. | 84,471 | $14.5M | 1.93% | +1,939+2.3% | Added |
| Acropolis Investment Management, LLC | 84,487 | $14.5M | 1.12% | +3,253+4.0% | Added |
| Stoneridge Investment Partners LLC | 84,502 | $14.5M | 6.83% | +2,183+2.7% | Added |
| Kozak & Associates, Inc. | 81,549 | $14.5M | 5.30% | +29,966+58.1% | Added |
| Financial Engines Advisors L.L.C. | 84,595 | $14.5M | 0.04% | −11,609−12.1% | Reduced |
| Green Harvest Asset Management LLC | 84,601 | $14.5M | 0.53% | +4,200+5.2% | Added |