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 |
|---|---|---|---|---|---|
| LWS Wealth Advisors, Inc. | 5,574 | $954.0K | 0.42% | +164+3.0% | Added |
| Solano Wealth Management, Inc. | 5,576 | $954.7K | 0.66% | +3,038+119.7% | Added |
| SRN Advisors, LLC | 5,581 | $955.5K | 0.95% | +104+1.9% | Added |
| Flagship Private Wealth, LLC | 5,610 | $960.5K | 0.85% | +20.0% | Added |
| Cullen Capital Management LLC | 5,640 | $965.6K | 0.01% | 00.0% | Unchanged |
| Arrien Investments, Inc. | 5,657 | $968.5K | 0.91% | −365−6.1% | Reduced |
| Briaud Financial Planning, Inc | 5,680 | $972.0K | 0.79% | 00.0% | Unchanged |
| Tacita Capital Inc | 5,697 | $975.4K | 0.76% | +1,350+31.1% | Added |
| New Legacy Group, LLC | 5,700 | $975.9K | 2.67% | 00.0% | Unchanged |
| DBK Financial Counsel, LLC | 5,705 | $976.7K | 1.29% | +3,476+155.9% | Added |
| Conestoga Capital Advisors, LLC | 5,710 | $977.6K | 0.02% | −100−1.7% | Reduced |
| Proquility Private Wealth Partners, LLC | 5,712 | $978.0K | 0.40% | −89−1.5% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 5,714 | $978.3K | 0.14% | +2,422+73.6% | Added |
| Atlas Wealth Partners, LLC | 5,819 | $979.0K | 5.63% | −517−8.2% | Reduced |
| First International Bank & Trust | 5,726 | $980.3K | 0.35% | −882−13.3% | Reduced |
| Truefg, LLC | 5,728 | $980.7K | 0.42% | +291+5.4% | Added |
| Compton Financial Group, LLC | 5,746 | $983.8K | 0.37% | −108−1.8% | Reduced |
| Ackerman Capital Advisors, LLC | 5,752 | $984.8K | 0.27% | 00.0% | Unchanged |
| Sonen Capital LLC | 5,767 | $987.3K | 1.94% | −594−9.3% | Reduced |
| Maltin Wealth Management, Inc. | 5,769 | $987.8K | 0.69% | −21−0.4% | Reduced |
| McNaughton Wealth Management, LLC | 5,775 | $988.7K | 0.66% | −233−3.9% | Reduced |
| Cannon Financial Strategists, Inc. | 5,776 | $988.8K | 0.25% | +4,045+233.7% | Added |
| Covey Capital Advisors, LLC | 5,782 | $989.9K | 1.40% | 00.0% | Unchanged |
| Mokosak Advisory Group, LLC | 5,797 | $992.5K | 0.40% | +235+4.2% | Added |
| Guardian Wealth Management, Inc. | 5,812 | $995.1K | 0.93% | +23+0.4% | Added |
| Thornburg Investment Management Inc | 5,824 | $997.0K | 0.02% | −1,178−16.8% | Reduced |
| PFG Private Wealth Management, LLC | 5,824 | $997.0K | 0.74% | −1,722−22.8% | Reduced |
| Cobblestone Asset Management LLC | 5,835 | $999.0K | 0.82% | +5,835 | New |
| ACT Advisors, LLC. | 5,863 | $1.00M | 0.62% | +1,103+23.2% | Added |
| Poplar Forest Capital LLC | 5,867 | $1.00M | 0.12% | −133−2.2% | Reduced |
| ArrowMark Colorado Holdings LLC | 5,892 | $1.01M | 0.01% | +308+5.5% | Added |
| Horizon Bancorp Inc | 5,895 | $1.01M | 0.65% | +2,824+92.0% | Added |
| Kerntke Otto McGlone Wealth Management Group | 5,896 | $1.01M | 1.04% | −496−7.8% | Reduced |
| CM Wealth Advisors LLC | 5,391 | $1.01M | 0.40% | −31,774−85.5% | Reduced |
| Retirement Financial Solutions, LLC | 5,903 | $1.01M | 0.68% | −994−14.4% | Reduced |
| Fort, L.P. | 5,925 | $1.01M | 2.81% | +793+15.5% | Added |
| Del-Sette Capital Management, LLC | 5,952 | $1.02M | 1.00% | −940−13.6% | Reduced |
| Highland Financial Advisors, LLC | 5,952 | $1.02M | 0.53% | +128+2.2% | Added |
| Raub Brock Capital Management LP | 5,959 | $1.02M | 0.20% | −88−1.5% | Reduced |
| Mork Capital Management, LLC | 6,000 | $1.03M | 0.80% | −4,000−40.0% | Reduced |
| Independent Family Office, LLC | 6,005 | $1.03M | 0.64% | +545+10.0% | Added |
| Flagstone Financial Management | 6,036 | $1.03M | 0.47% | −488−7.5% | Reduced |
| Capital CS Group, LLC | 6,042 | $1.03M | 1.23% | −120−1.9% | Reduced |
| Petra Financial Advisors Inc | 6,044 | $1.03M | 0.86% | +2,040+50.9% | Added |
| Hyperion Capital Advisors LP | 6,047 | $1.04M | 0.57% | 00.0% | Unchanged |
| Asset Planning Corporation | 6,076 | $1.04M | 0.80% | +247+4.2% | Added |
| GoalFusion Wealth Management, LLC | 6,099 | $1.04M | 0.78% | −4−0.1% | Reduced |
| Essex Private Wealth Management, LLC | 6,111 | $1.05M | 3.57% | −265−4.2% | Reduced |
| 5th Street Advisors, LLC | 6,116 | $1.05M | 0.69% | −4,446−42.1% | Reduced |
| Silver Oak Advisory Group, Inc. | 6,124 | $1.05M | 0.68% | +2,828+85.8% | Added |
| Clearview Wealth Advisors LLC | 6,124 | $1.05M | 1.30% | −1,270−17.2% | Reduced |
| Monumental Financial Group Inc. | 6,151 | $1.05M | 0.70% | +535+9.5% | Added |
| Madden Advisory Services, Inc. | 6,174 | $1.06M | 0.67% | +2,392+63.2% | Added |
| Schwartz Investment Counsel Inc | 6,200 | $1.06M | 0.05% | −1,400−18.4% | Reduced |
| Mizuho Securities Co. Ltd. | 6,200 | $1.06M | 4.96% | +4,960+400.0% | Added |
| Brand Asset Management Group, Inc. | 6,228 | $1.07M | 0.55% | −130−2.0% | Reduced |
| Waypoint Wealth Partners Inc. | 6,238 | $1.07M | 0.37% | −875−12.3% | Reduced |
| Mainsail Financial Group, LLC | 6,175 | $1.07M | 0.97% | +568+10.1% | Added |
| IAG Wealth Partners, LLC | 6,277 | $1.07M | 0.30% | +155+2.5% | Added |
| Greenhouse Wealth Management, LLC | 6,282 | $1.08M | 0.97% | +8+0.1% | Added |
| Trinity Wealth Management, LLC | 6,318 | $1.08M | 0.67% | −262−4.0% | Reduced |
| Lutz Financial Services LLC | 6,335 | $1.08M | 0.12% | −348−5.2% | Reduced |
| Dentgroup LLC | 6,338 | $1.09M | 0.80% | +304+5.0% | Added |
| Shore Point Advisors, LLC | 6,375 | $1.09M | 0.79% | +570+9.8% | Added |
| Keeley-Teton Advisors, LLC | 6,398 | $1.10M | 0.15% | 00.0% | Unchanged |
| Odey Asset Management LLP | 6,400 | $1.10M | 1.37% | +6,400 | New |
| Columbia Advisory Partners LLC | 6,405 | $1.10M | 1.20% | −2,851−30.8% | Reduced |
| Corton Capital Inc. | 6,408 | $1.10M | 0.55% | −1,340−17.3% | Reduced |
| Rodgers & Associates, LTD | 6,415 | $1.10M | 0.17% | −135−2.1% | Reduced |
| BTG Pactual Global Asset Management Ltd | 6,426 | $1.10M | 0.63% | −1,778−21.7% | Reduced |
| Endowment Wealth Management, Inc. | 6,486 | $1.11M | 1.00% | +221+3.5% | Added |
| Thompson Davis & Co., Inc. | 6,487 | $1.11M | 1.37% | −1,792−21.6% | Reduced |
| Arlington Capital Management, Inc. | 6,529 | $1.12M | 1.17% | +5+0.1% | Added |
| Aull & Monroe Investment Management Corp | 6,535 | $1.12M | 0.58% | −25−0.4% | Reduced |
| Instrumental Wealth, LLC | 6,333 | $1.12M | 1.31% | +1,453+29.8% | Added |
| Sanctuary Wealth Management, L.L.C. | 6,554 | $1.12M | 1.22% | −228−3.4% | Reduced |
| Stewardship Advisors, LLC | 6,558 | $1.12M | 0.44% | +70+1.1% | Added |
| Financial Alternatives, Inc | 6,571 | $1.13M | 1.04% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 6,584 | $1.13M | 0.56% | −85−1.3% | Reduced |
| Morris Financial Concepts, Inc. | 6,584 | $1.13M | 0.75% | −62−0.9% | Reduced |
| Sykon Capital LLC | 6,643 | $1.14M | 0.49% | +2,049+44.6% | Added |
| Your Advocates Ltd., LLP | 6,691 | $1.15M | 0.68% | +102+1.5% | Added |
| Asset Allocation Strategies LLC | 6,710 | $1.15M | 0.53% | −46−0.7% | Reduced |
| All Season Financial Advisors, Inc. | 6,710 | $1.15M | 1.16% | −37−0.5% | Reduced |
| Guidance Point Advisors, LLC | 6,731 | $1.15M | 0.47% | +597+9.7% | Added |
| MBB Public Markets I LLC | 6,735 | $1.15M | 0.08% | 00.0% | Unchanged |
| Kraft, Davis & Associates, LLC | 6,716 | $1.16M | 0.43% | +59+0.9% | Added |
| Wealth Management Resources, Inc. | 6,750 | $1.16M | 0.65% | +89+1.3% | Added |
| Rocky Mountain Advisers, LLC | 6,758 | $1.16M | 0.56% | +527+8.5% | Added |
| Eubel Brady & Suttman Asset Management Inc | 6,759 | $1.16M | 0.17% | −6−0.1% | Reduced |
| B&D White Capital Company, LLC | 6,773 | $1.16M | 0.43% | −49,579−88.0% | Reduced |
| Eagle Bluffs Wealth Management LLC | 6,775 | $1.16M | 0.89% | −271−3.8% | Reduced |
| LifePro Asset Management | 6,794 | $1.16M | 0.96% | −9,056−57.1% | Reduced |
| Donald L. Hagan, LLC | 6,830 | $1.17M | 0.70% | −208−3.0% | Reduced |
| Sageworth Trust Co | 6,839 | $1.17M | 0.09% | −160−2.3% | Reduced |
| National Wealth Management Group, LLC | 6,845 | $1.17M | 1.27% | −87−1.3% | Reduced |
| Angeles Investment Advisors, LLC | 6,854 | $1.17M | 0.09% | −1,978−22.4% | Reduced |
| Presilium Private Wealth, LLC | 6,863 | $1.18M | 0.37% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 6,263 | $1.18M | 1.42% | −93−1.5% | Reduced |
| Regal Wealth Group, Inc. | 6,881 | $1.18M | 0.80% | +661+10.6% | Added |