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 7 sales; 6,149 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
- 4,618
- +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
- 2,379 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 | 6,149 | $2.80T |
| Q1 2026 | 6,134 | $2.40T |
| Q4 2025 | 6,130 | $2.61T |
| Q3 2025 | 5,616 | $2.35T |
| Q2 2025 | 5,599 | $1.93T |
| Q1 2025 | 5,607 | $2.08T |
| Q4 2024 | 5,671 | $2.36T |
| Q3 2024 | 5,105 | $2.17T |
| Q2 2024 | 5,132 | $1.98T |
| Q1 2024 | 5,023 | $1.61T |
| Q4 2023 | 4,976 | $1.81T |
| Q3 2023 | 4,618 | $1.60T |
| Q2 2023 | 4,594 | $1.82T |
| Q1 2023 | 4,524 | $1.55T |
| Q4 2022 | 4,555 | $1.21T |
| Q3 2022 | 4,346 | $1.29T |
| Q2 2022 | 4,339 | $1.28T |
| Q1 2022 | 4,390 | $1.66T |
| Q4 2021 | 4,402 | $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 |
|---|---|---|---|---|---|
| Leverty Financial Group, LLC | 4,330 | $741.3K | 0.54% | 00.0% | Unchanged |
| Altiora Financial Group, LLC | 4,362 | $746.8K | 0.35% | +68+1.6% | Added |
| NSI Retail Advisors, LLC | 4,366 | $748.0K | 0.16% | −1,050−19.4% | Reduced |
| Evergreen Advisors, LLC | 4,377 | $749.4K | 0.27% | +96+2.2% | Added |
| Axiom Financial Strategies, LLC | 4,398 | $753.0K | 0.51% | −52−1.2% | Reduced |
| Ridgewood Investments LLC | 4,451 | $762.1K | 0.50% | −20.0% | Reduced |
| Vista Private Wealth Partners. LLC | 4,446 | $770.5K | 0.32% | +414+10.3% | Added |
| Ashford Capital Management Inc | 4,534 | $776.3K | 0.11% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 4,536 | $776.6K | 0.28% | 00.0% | Unchanged |
| Weybosset Research & Management LLC | 4,537 | $777.0K | 0.31% | −1,011−18.2% | Reduced |
| VitalStone Financial, LLC | 4,172 | $778.0K | 0.66% | +422+11.3% | Added |
| North Point Portfolio Managers Corp | 4,553 | $779.5K | 0.16% | 00.0% | Unchanged |
| Tandem Wealth Advisors LLC | 4,570 | $782.4K | 0.48% | −145−3.1% | Reduced |
| Acorns Advisers, LLC | 4,599 | $787.0K | 0.01% | +3,205+229.9% | Added |
| HighMark Wealth Management LLC | 4,633 | $793.2K | 0.66% | −187−3.9% | Reduced |
| Pillar Wealth Advisors, LLC | 4,633 | $793.2K | 0.69% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 4,634 | $793.4K | 0.54% | +732+18.8% | Added |
| Unconventional Investor, LLC | 4,634 | $793.4K | 0.70% | −89−1.9% | Reduced |
| Boston Standard Wealth Management, LLC | 4,637 | $794.0K | 0.21% | −2,510−35.1% | Reduced |
| Magnolia Wealth Management, LLC | 4,642 | $794.8K | 0.74% | +32+0.7% | Added |
| Ninepoint Partners LP | 4,648 | $795.8K | 0.08% | −908−16.3% | Reduced |
| Perkins Capital Management Inc | 4,650 | $796.0K | 0.79% | 00.0% | Unchanged |
| Trellis Wealth Advisors LLC | 4,652 | $796.4K | 0.50% | 00.0% | Unchanged |
| Prism Advisors, Inc. | 4,665 | $798.7K | 0.28% | +105+2.3% | Added |
| Ameraudi Asset Management, Inc. | 4,687 | $802.5K | 0.38% | 00.0% | Unchanged |
| Western Financial Corp | 4,688 | $802.7K | 0.59% | −9−0.2% | Reduced |
| Arkansas Financial Group, Inc. | 4,691 | $803.1K | 0.16% | +800+20.6% | Added |
| Alpha Financial Partners, LLC | 4,693 | $803.4K | 0.93% | −3,284−41.2% | Reduced |
| Tillman Hartley LLC | 4,713 | $806.9K | 0.33% | −192−3.9% | Reduced |
| LPWM LLC | 4,651 | $808.2K | 0.36% | +23+0.5% | Added |
| JMG Financial Group, Ltd. | 4,730 | $809.7K | 0.04% | 00.0% | Unchanged |
| Corrado Advisors, LLC | 4,731 | $810.1K | 0.56% | −3,942−45.5% | Reduced |
| Barnett & Company, Inc. | 4,745 | $812.4K | 0.63% | +80+1.7% | Added |
| Sunesis Advisors, LLC | 4,775 | $817.5K | 0.58% | +4,775 | New |
| Reston Wealth Management LLC | 4,779 | $818.2K | 0.41% | +714+17.6% | Added |
| Topel & Distasi Wealth Management, LLC | 4,780 | $818.4K | 0.43% | −208−4.2% | Reduced |
| New England Asset Management Inc | 4,800 | $821.8K | 0.13% | −7,784−61.9% | Reduced |
| Reaves W H & Co Inc | 4,800 | $822.0K | 0.03% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 4,808 | $823.2K | 0.36% | −1,031−17.7% | Reduced |
| Straight Path Wealth Management | 4,818 | $824.9K | 0.56% | +587+13.9% | Added |
| Avant Capital LLC | 4,825 | $826.2K | 0.94% | +147+3.1% | Added |
| Machina Capital S.A.S. | 4,855 | $831.2K | 0.47% | +4,855 | New |
| S&T Bank | 4,855 | $832.0K | 0.16% | −100−2.0% | Reduced |
| Ted Buchan & Co | 4,860 | $832.2K | 0.67% | −332−6.4% | Reduced |
| BlueSky Wealth Advisors, LLC | 4,864 | $832.8K | 0.17% | +115+2.4% | Added |
| Oberweis Asset Management Inc | 4,870 | $833.9K | 0.09% | −580−10.6% | Reduced |
| Halpern Financial, Inc. | 4,886 | $836.5K | 0.29% | −3,148−39.2% | Reduced |
| Covestor Ltd | 4,921 | $843.0K | 0.64% | +11+0.2% | Added |
| Syverson Strege & Co | 4,980 | $852.6K | 0.38% | +152+3.1% | Added |
| Lane Generational LLC | 4,987 | $853.8K | 1.05% | 00.0% | Unchanged |
| Parker Financial LLC | 4,987 | $853.8K | 0.60% | +444+9.8% | Added |
| EHP Funds Inc. | 5,000 | $856.0K | 0.40% | −3,300−39.8% | Reduced |
| Northeast Financial Group, Inc. | 5,003 | $856.6K | 0.53% | −29−0.6% | Reduced |
| Capital Management Corp | 5,028 | $860.9K | 0.19% | −143−2.8% | Reduced |
| MBE Wealth Management, LLC | 5,031 | $861.3K | 0.49% | −885−15.0% | Reduced |
| Penbrook Management LLC | 5,036 | $862.2K | 0.63% | −300−5.6% | Reduced |
| Cornerstone Advisors Asset Management, LLC | 5,038 | $862.6K | 0.34% | +2,099+71.4% | Added |
| First Fiduciary Investment Counsel, Inc. | 5,041 | $863.0K | 0.20% | −35−0.7% | Reduced |
| Stordahl Capital Management, Inc. | 5,049 | $864.4K | 0.26% | 00.0% | Unchanged |
| Defender Capital, LLC. | 5,079 | $869.6K | 0.31% | +26+0.5% | Added |
| HFG Advisors, Inc. | 5,093 | $872.0K | 0.95% | +725+16.6% | Added |
| USAdvisors Wealth Management, LLC | 5,097 | $872.0K | 0.40% | +855+20.2% | Added |
| Iams Wealth Management, LLC | 5,103 | $873.7K | 0.60% | +5,103 | New |
| Jentner Corp | 5,119 | $876.4K | 0.54% | +20.0% | Added |
| Bellwether Advisors, LLC | 5,124 | $877.2K | 0.24% | +640+14.3% | Added |
| Riverwater Partners LLC | 5,142 | $880.4K | 0.80% | +529+11.5% | Added |
| Camelot Portfolios, LLC | 5,143 | $880.6K | 0.84% | −1,866−26.6% | Reduced |
| Wiser Wealth Management, Inc | 5,172 | $885.5K | 0.36% | +222+4.5% | Added |
| Patrick Mauro Investment Advisor, INC. | 5,192 | $888.8K | 0.58% | 00.0% | Unchanged |
| Cassia Capital Partners, LLC | 5,209 | $891.8K | 0.73% | +60+1.2% | Added |
| TrueWealth Financial Partners | 5,210 | $892.0K | 0.73% | +3,552+214.2% | Added |
| Capital Wealth Management, LLC | 5,250 | $898.9K | 0.49% | 00.0% | Unchanged |
| Vista Finance, LLC | 5,256 | $900.0K | 1.31% | −282−5.1% | Reduced |
| Websterrogers Financial Advisors, LLC | 5,277 | $903.6K | 0.40% | −4−0.1% | Reduced |
| Parametrica Management Ltd | 5,300 | $907.4K | 1.53% | +5,300 | New |
| Portland Investment Counsel Inc. | 5,311 | $909.0K | 0.42% | 00.0% | Unchanged |
| Seaside Wealth Management, Inc. | 5,328 | $912.2K | 0.46% | +461+9.5% | Added |
| Chico Wealth RIA | 5,334 | $913.2K | 1.09% | +695+15.0% | Added |
| Red Tortoise LLC | 5,349 | $915.8K | 0.61% | −36−0.7% | Reduced |
| Sciencast Management LP | 5,367 | $918.9K | 0.42% | +5,367 | New |
| Hummer Financial Advisory Services Inc | 5,368 | $919.1K | 0.94% | +100+1.9% | Added |
| Hunter Perkins Capital Management, LLC | 5,371 | $920.0K | 0.20% | −370−6.4% | Reduced |
| Gleason Group, Inc. | 5,387 | $922.4K | 0.24% | −141−2.6% | Reduced |
| Beacon Financial Planning, Inc | 5,406 | $925.6K | 0.80% | −108−2.0% | Reduced |
| Socha Financial Group, LLC | 5,421 | $928.1K | 0.49% | −37−0.7% | Reduced |
| Armor Investment Advisors, LLC | 5,450 | $933.2K | 0.55% | +2,198+67.6% | Added |
| Van Strum & Towne Inc. | 5,452 | $933.4K | 0.39% | −1,550−22.1% | Reduced |
| Asset Management Resources, LLC | 5,477 | $937.8K | 0.58% | −15−0.3% | Reduced |
| Sharkey, Howes & Javer | 5,484 | $939.0K | 0.18% | +6+0.1% | Added |
| Phillips Wealth Planners LLC | 5,353 | $939.2K | 1.27% | +112+2.1% | Added |
| True Link Financial Advisors, LLC | 5,496 | $940.9K | 0.11% | +416+8.2% | Added |
| Warberg Asset Management LLC | 5,500 | $941.7K | 0.29% | +5,500 | New |
| RFG Holdings, Inc. | 5,507 | $942.9K | 0.53% | +1,463+36.2% | Added |
| Total Wealth Planning, LLC | 5,508 | $943.1K | 0.19% | +360+7.0% | Added |
| Treasure Coast Financial Planning | 5,516 | $944.3K | 0.66% | +55+1.0% | Added |
| Aquire Wealth Advisors, LLC | 5,521 | $945.3K | 0.39% | +14+0.3% | Added |
| Newport Capital Group, LLC | 5,524 | $945.8K | 0.88% | −3,326−37.6% | Reduced |
| Stone House Investment Management, LLC | 5,538 | $948.1K | 0.33% | −224−3.9% | Reduced |
| Guidance Capital, Inc | 5,510 | $949.9K | 0.43% | −208−3.6% | Reduced |
| Schiavi & Co LLC | 5,569 | $953.4K | 0.40% | 00.0% | Unchanged |