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 |
|---|---|---|---|---|---|
| Foster Dykema Cabot & Co Inc | 84,619 | $14.5M | 1.75% | −1,100−1.3% | Reduced |
| Pecaut & Co. | 84,633 | $14.5M | 6.07% | −1,884−2.2% | Reduced |
| Blume Capital Management, Inc. | 84,666 | $14.5M | 4.31% | −1,405−1.6% | Reduced |
| Doheny Asset Management | 84,783 | $14.5M | 14.07% | −5,055−5.6% | Reduced |
| Duncker Streett & Co Inc | 85,116 | $14.6M | 3.39% | −458−0.5% | Reduced |
| RVW Wealth, LLC | 85,185 | $14.6M | 1.76% | −248−0.3% | Reduced |
| Sentry Investment Management LLC | 85,338 | $14.6M | 7.00% | −7,119−7.7% | Reduced |
| Jackson Hole Capital Partners, LLC | 85,367 | $14.6M | 4.28% | −854−1.0% | Reduced |
| Neumann Capital Management, LLC | 85,569 | $14.7M | 6.39% | −3,253−3.7% | Reduced |
| Balboa Wealth Partners | 85,581 | $14.7M | 5.50% | −4,994−5.5% | Reduced |
| Mattern Capital Management, LLC | 85,650 | $14.7M | 2.37% | +2,526+3.0% | Added |
| Private Capital Management LLC | 85,743 | $14.7M | 4.24% | +860+1.0% | Added |
| General Partner, Inc. | 85,000 | $14.7M | 13.12% | −4,497−5.0% | Reduced |
| Investment Research & Advisory Group, Inc. | 85,973 | $14.7M | 8.43% | −198−0.2% | Reduced |
| DF Dent & Co Inc | 86,047 | $14.7M | 0.22% | −7,468−8.0% | Reduced |
| SFE Investment Counsel | 86,123 | $14.7M | 4.29% | −2,183−2.5% | Reduced |
| Mezzasalma Advisors, LLC | 86,170 | $14.8M | 9.10% | +1,149+1.4% | Added |
| Anchor Capital Advisors LLC | 86,205 | $14.8M | 0.41% | −26,870−23.8% | Reduced |
| Field & Main Bank | 86,259 | $14.8M | 6.92% | +3,549+4.3% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 86,274 | $14.8M | 1.95% | −933−1.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 86,366 | $14.8M | 1.95% | +2,120+2.5% | Added |
| Humankind Investments LLC | 86,556 | $14.8M | 6.16% | +30.0% | Added |
| Traphagen Investment Advisors LLC | 86,707 | $14.8M | 1.88% | −2,457−2.8% | Reduced |
| Chatham Capital Group, Inc. | 86,713 | $14.8M | 3.31% | −2,386−2.7% | Reduced |
| Atlas Wealth LLC | 86,927 | $14.9M | 2.78% | −30.0% | Reduced |
| Osher Van de Voorde Investment Management | 87,008 | $14.9M | 3.73% | +277+0.3% | Added |
| Raab & Moskowitz Asset Management LLC | 87,156 | $14.9M | 5.26% | −2,564−2.9% | Reduced |
| Quadrature Capital Ltd | 87,351 | $15.0M | 0.31% | −528,691−85.8% | Reduced |
| Zuckerman Investment Group, LLC | 87,364 | $15.0M | 2.14% | −4,608−5.0% | Reduced |
| BCJ Capital Management, LLC | 87,397 | $15.0M | 1.37% | −17,640−16.8% | Reduced |
| Family Management Corp | 87,418 | $15.0M | 3.44% | +5,226+6.4% | Added |
| Ausdal Financial Partners, Inc. | 87,545 | $15.0M | 2.06% | −2,367−2.6% | Reduced |
| Retirement Planning Group | 87,558 | $15.0M | 1.59% | +1,353+1.6% | Added |
| Onyx Bridge Wealth Group LLC | 87,596 | $15.0M | 3.51% | +502+0.6% | Added |
| London & Capital Asset Management Ltd | 87,619 | $15.0M | 1.37% | −6,324−6.7% | Reduced |
| Nomura Holdings Inc | 87,748 | $15.0M | 0.16% | +75,573+620.7% | Added |
| David R. Rahn & Associates Inc. | 87,770 | $15.0M | 7.67% | −3,070−3.4% | Reduced |
| Little House Capital LLC | 88,061 | $15.1M | 6.19% | +4,347+5.2% | Added |
| NBW Capital LLC | 88,068 | $15.1M | 3.69% | −197−0.2% | Reduced |
| Guardian Wealth Advisors, LLC | 88,398 | $15.1M | 2.57% | −1,159−1.3% | Reduced |
| Puzo Michael J | 88,613 | $15.2M | 5.15% | −2,918−3.2% | Reduced |
| O'Rourke & Company, Inc | 88,978 | $15.2M | 11.11% | −1,365−1.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 89,085 | $15.3M | 2.51% | −436−0.5% | Reduced |
| PDS Planning, Inc | 89,112 | $15.3M | 1.97% | +654+0.7% | Added |
| Heron Bay Capital Management | 89,420 | $15.3M | 4.12% | +1,866+2.1% | Added |
| United Capital Management of KS, Inc. | 89,490 | $15.3M | 5.21% | −606−0.7% | Reduced |
| Bank of New Hampshire | 89,963 | $15.4M | 4.62% | −2,891−3.1% | Reduced |
| Change Path, LLC | 89,993 | $15.4M | 1.11% | −72,655−44.7% | Reduced |
| Bowie Capital Management, LLC | 90,000 | $15.4M | 2.02% | 00.0% | Unchanged |
| Wealth Effects LLC | 90,059 | $15.4M | 7.61% | −2,677−2.9% | Reduced |
| Farther Finance Advisors, LLC | 90,153 | $15.4M | 2.42% | +33,950+60.4% | Added |
| EagleClaw Capital Managment, LLC | 90,215 | $15.4M | 3.51% | +965+1.1% | Added |
| Inscription Capital, LLC | 90,505 | $15.5M | 5.05% | −1,892−2.0% | Reduced |
| Guardian Capital Advisors LP | 86,272 | $15.5M | 1.74% | +1,356+1.6% | Added |
| Act Two Investors LLC | 90,652 | $15.5M | 4.15% | −5,997−6.2% | Reduced |
| Bill Few Associates, Inc. | 90,858 | $15.6M | 8.14% | +1,502+1.7% | Added |
| Accurate Wealth Management, LLC | 88,140 | $15.6M | 4.90% | +6,526+8.0% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 91,309 | $15.6M | 9.51% | +605+0.7% | Added |
| Cooper Creek Partners Management LLC | 91,340 | $15.6M | 0.95% | +29,323+47.3% | Added |
| Clean Yield Group | 87,015 | $15.6M | 6.94% | +2,772+3.3% | Added |
| Hamel Associates, Inc. | 91,444 | $15.7M | 5.72% | −917−1.0% | Reduced |
| First Long Island Investors, LLC | 91,564 | $15.7M | 1.52% | −1,000−1.1% | Reduced |
| Horan Capital Advisors, LLC. | 91,674 | $15.7M | 6.31% | −2,017−2.2% | Reduced |
| Inlet Private Wealth, LLC | 91,781 | $15.7M | 5.17% | −35,197−27.7% | Reduced |
| Canvas Wealth Advisors, LLC | 90,931 | $15.7M | 6.46% | −601−0.7% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 91,902 | $15.7M | 5.42% | −1,625−1.7% | Reduced |
| Advisor OS, LLC | 91,927 | $15.7M | 2.36% | +8,859+10.7% | Added |
| Salomon & Ludwin, LLC | 92,077 | $15.8M | 1.65% | −131−0.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 92,104 | $15.8M | 7.93% | +501+0.5% | Added |
| MCF Advisors LLC | 92,112 | $15.8M | 1.42% | −3,176−3.3% | Reduced |
| Merriman Wealth Management, LLC | 92,161 | $15.8M | 0.82% | −7,042−7.1% | Reduced |
| S.E.E.D. Planning Group LLC | 92,249 | $15.8M | 6.09% | −12,925−12.3% | Reduced |
| Pegasus Asset Management, Inc. | 92,659 | $15.9M | 7.38% | −1,328−1.4% | Reduced |
| Herold Advisors, Inc. | 92,767 | $15.9M | 4.83% | −1,306−1.4% | Reduced |
| Carolinas Wealth Consulting LLC | 93,082 | $15.9M | 3.96% | −9,266−9.1% | Reduced |
| Kapstone Financial Advisors LLC | 92,939 | $15.9M | 14.33% | −1,523−1.6% | Reduced |
| GAM Holding AG | 92,967 | $15.9M | 1.18% | −4,359−4.5% | Reduced |
| Wright Investors Service Inc | 93,013 | $15.9M | 4.62% | −2,315−2.4% | Reduced |
| Managed Asset Portfolios, LLC | 93,093 | $15.9M | 2.44% | −1,714−1.8% | Reduced |
| Brave Asset Management Inc | 93,256 | $16.0M | 4.88% | −785−0.8% | Reduced |
| Bienville Capital Management, LLC | 93,492 | $16.0M | 5.07% | −729−0.8% | Reduced |
| First PREMIER Bank | 93,578 | $16.0M | 4.91% | −408−0.4% | Reduced |
| Westbourne Investment Advisors, Inc. | 93,605 | $16.0M | 7.37% | −3,365−3.5% | Reduced |
| Grandview Asset Management LLC | 93,638 | $16.0M | 9.20% | +93,638 | New |
| St. Clair Advisors, LLC | 93,646 | $16.0M | 6.32% | +1,818+2.0% | Added |
| Werba Rubin Papier Wealth Management | 93,810 | $16.1M | 5.72% | −3,305−3.4% | Reduced |
| Holderness Investments Co | 93,898 | $16.1M | 6.26% | +844+0.9% | Added |
| Titan Global Capital Management USA LLC | 94,067 | $16.1M | 3.93% | −1,872−2.0% | Reduced |
| Twin Lakes Capital Management, LLC | 94,250 | $16.1M | 11.89% | +69+0.1% | Added |
| Armstrong Advisory Group, Inc | 94,262 | $16.1M | 1.76% | −9,464−9.1% | Reduced |
| Capital International Ltd | 94,336 | $16.2M | 0.93% | −8,447−8.2% | Reduced |
| Walter & Keenan Financial Consulting Co | 94,661 | $16.2M | 6.32% | −1,548−1.6% | Reduced |
| Montag & Caldwell, LLC | 94,688 | $16.2M | 2.08% | −12,777−11.9% | Reduced |
| Leuthold Group, LLC | 94,707 | $16.2M | 2.27% | −1,746−1.8% | Reduced |
| Patten Group, Inc. | 94,719 | $16.2M | 4.85% | −3,460−3.5% | Reduced |
| Toth Financial Advisory Corp | 94,831 | $16.2M | 2.47% | −3,021−3.1% | Reduced |
| MONECO Advisors, LLC | 94,856 | $16.2M | 4.41% | +2,671+2.9% | Added |
| NatWest Group plc | 94,911 | $16.2M | 8.47% | +3,362+3.7% | Added |
| AIMZ Investment Advisors, LLC | 95,028 | $16.3M | 7.24% | −153−0.2% | Reduced |
| Sunbelt Securities, Inc. | 95,143 | $16.3M | 2.25% | −3,972−4.0% | Reduced |