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; 6,150 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 | 6,150 | $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 |
|---|---|---|---|---|---|
| D. Scott Neal, Inc. | 6,885 | $1.18M | 1.01% | 00.0% | Unchanged |
| Lesa Sroufe & Co | 6,937 | $1.19M | 1.27% | +185+2.7% | Added |
| Sonoma Private Wealth LLC | 6,939 | $1.19M | 2.17% | +76+1.1% | Added |
| AMJ Financial Wealth Management | 6,943 | $1.19M | 0.55% | +450+6.9% | Added |
| Oliver Luxxe Assets LLC | 6,944 | $1.19M | 0.31% | −18−0.3% | Reduced |
| Lockerman Financial Group, Inc. | 6,955 | $1.19M | 3.20% | +41+0.6% | Added |
| Marshall Financial Group Inc | 6,962 | $1.19M | 0.49% | +4+0.1% | Added |
| Insight Wealth Partners, LLC | 6,969 | $1.19M | 1.00% | +168+2.5% | Added |
| Sage Private Wealth Group, LLC | 6,974 | $1.19M | 1.64% | +167+2.5% | Added |
| Financial & Tax Architects, LLC | 6,975 | $1.19M | 0.37% | +1,574+29.1% | Added |
| Forte Asset Management LLC | 6,991 | $1.20M | 0.80% | 00.0% | Unchanged |
| Cornerstone Retirement Group, Inc. | 7,000 | $1.20M | 0.34% | −9,959−58.7% | Reduced |
| Castleview Partners, LLC | 7,027 | $1.20M | 1.11% | +813+13.1% | Added |
| Seaport Global Advisors, LLC | 7,034 | $1.20M | 3.61% | −1,738−19.8% | Reduced |
| Emerald Mutual Fund Advisers Trust | 7,042 | $1.21M | 0.07% | −158−2.2% | Reduced |
| Fortis Advisors, LLC | 7,047 | $1.21M | 0.91% | 00.0% | Unchanged |
| Leading Edge Financial Planning LLC | 7,047 | $1.21M | 0.77% | −7−0.1% | Reduced |
| Albert D Mason Inc | 7,070 | $1.21M | 0.88% | 00.0% | Unchanged |
| Teza Capital Management LLC | 7,082 | $1.21M | 0.20% | +7,082 | New |
| Michael S. Ryan, Inc. | 7,110 | $1.21M | 1.16% | +35+0.5% | Added |
| Interactive Financial Advisors | 7,096 | $1.21M | 0.82% | 00.0% | Unchanged |
| Kanen Wealth Management LLC | 7,110 | $1.22M | 0.94% | 00.0% | Unchanged |
| Coho Partners, Ltd. | 7,118 | $1.22M | 0.03% | −543−7.1% | Reduced |
| Continental Investors Services, Inc. | 7,130 | $1.22M | 3.70% | −6,853−49.0% | Reduced |
| Earnest Partners LLC | 7,143 | $1.22M | 0.01% | 00.0% | Unchanged |
| Tilson Financial Group, Inc. | 7,157 | $1.23M | 0.96% | +7,157 | New |
| Financial Sense Advisors, Inc. | 7,170 | $1.23M | 0.53% | −17−0.2% | Reduced |
| Milestone Asset Management, LLC | 7,073 | $1.23M | 0.43% | +702+11.0% | Added |
| TCM Advisors, LLC | – | $1.23M | 1.11% | – | – |
| Cypress Point Wealth Management, LLC | 7,217 | $1.24M | 1.09% | +6,169+588.6% | Added |
| Altus Wealth Management, LLC | 7,243 | $1.24M | 0.86% | +1,080+17.5% | Added |
| Biltmore Wealth Management, LLC | 7,259 | $1.24M | 0.60% | +12+0.2% | Added |
| Norwood Financial Corp | 7,265 | $1.24M | 2.01% | −60−0.8% | Reduced |
| Holland Advisory Services, Inc. | 7,277 | $1.25M | 1.58% | +1,108+18.0% | Added |
| Reitz Capital Advisors LLC | 6,968 | $1.25M | 2.38% | −19,592−73.8% | Reduced |
| Mason Investment Advisory Services, Inc. | 7,336 | $1.26M | 0.12% | +334+4.8% | Added |
| Alliance Wealth Advisors, LLC | 7,371 | $1.26M | 0.47% | −811−9.9% | Reduced |
| Threadgill Financial, LLC | 7,054 | $1.26M | 0.96% | +34+0.5% | Added |
| Hibernia Wealth Partners, LLC | 7,388 | $1.26M | 0.99% | +7,388 | New |
| CMC Financial Group | 7,393 | $1.27M | 1.99% | −219−2.9% | Reduced |
| Brown Wealth Management, LLC | 7,399 | $1.27M | 0.60% | −710−8.8% | Reduced |
| Sanchez Wealth Management Group | 7,412 | $1.27M | 0.51% | +165+2.3% | Added |
| Brevan Howard Capital Management LP | 7,439 | $1.27M | 0.38% | +5,718+332.2% | Added |
| Stegent Equity Advisors, Inc. | 7,444 | $1.27M | 1.61% | −1,604−17.7% | Reduced |
| Shelton Wealth Management, LLC | 7,463 | $1.28M | 1.02% | −55−0.7% | Reduced |
| Bayshore Asset Management, LLC | 7,470 | $1.28M | 0.75% | 00.0% | Unchanged |
| LifePlan Investment Advisors, Inc. | 7,479 | $1.28M | 1.36% | +1,527+25.7% | Added |
| Cypress Financial Planning LLC | 7,486 | $1.28M | 0.74% | −97−1.3% | Reduced |
| Charles Schwab Investment Advisory, Inc. | 7,511 | $1.29M | 0.00% | +122+1.7% | Added |
| Panoramic Investment Advisors, LLC | 7,514 | $1.29M | 1.18% | +7,514 | New |
| Commonwealth Retirement Investments LLC | 7,515 | $1.29M | 0.74% | −1,106−12.8% | Reduced |
| Beacon Wealthcare LLC | 7,520 | $1.29M | 0.68% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 7,523 | $1.29M | 0.96% | +149+2.0% | Added |
| Joule Financial, LLC | 7,526 | $1.29M | 0.66% | +903+13.6% | Added |
| Graham Capital Wealth Management, LLC | 6,647 | $1.29M | 3.04% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 7,548 | $1.29M | 0.51% | +943+14.3% | Added |
| Adalta Capital Management LLC | 7,565 | $1.29M | 0.88% | 00.0% | Unchanged |
| Omega Financial Group, LLC | 7,565 | $1.30M | 0.63% | −12−0.2% | Reduced |
| Sippican Capital Advisors | 7,565 | $1.30M | 1.19% | +531+7.5% | Added |
| Copperleaf Capital, LLC | 7,609 | $1.30M | 1.41% | −25−0.3% | Reduced |
| Ontario Teachers Pension Plan Board | 7,619 | $1.30M | 0.01% | +4,021+111.8% | Added |
| Macroview Investment Management LLC | 7,637 | $1.31M | 1.76% | +1,386+22.2% | Added |
| Heck Capital Advisors, LLC | 7,639 | $1.31M | 0.24% | +80+1.1% | Added |
| Aufman Associates Inc | 7,648 | $1.31M | 1.10% | −153−2.0% | Reduced |
| AllGen Financial Advisors, Inc. | 7,663 | $1.31M | 0.93% | −2,829−27.0% | Reduced |
| McNamara Financial Services, Inc. | 7,668 | $1.31M | 0.33% | +5+0.1% | Added |
| Axiom Advisory, LLC | 7,734 | $1.32M | 1.19% | +191+2.5% | Added |
| Heritage Wealth Management, Inc./Texas | 7,749 | $1.33M | 1.20% | +1,372+21.5% | Added |
| Ballew Advisors, Inc | 7,648 | $1.33M | 1.09% | −489−6.0% | Reduced |
| New England Capital Financial Advisors LLC | 7,761 | $1.33M | 0.92% | −154−1.9% | Reduced |
| Wealthcare Capital Management LLC | 7,784 | $1.33M | 0.16% | −2,396−23.5% | Reduced |
| Caz Investments LP | 7,800 | $1.33M | 3.78% | 00.0% | Unchanged |
| Cynosure Management, LLC | 7,825 | $1.34M | 0.41% | −1,563−16.6% | Reduced |
| Empirical Asset Management, LLC | 7,843 | $1.34M | 1.17% | +1,442+22.5% | Added |
| Strategic Point Investment Advisors, LLC | 7,843 | $1.34M | 0.29% | −584−6.9% | Reduced |
| Prentiss Smith & Co Inc | 7,854 | $1.34M | 0.99% | +1,440+22.5% | Added |
| Robinswood Financial LLC | 7,861 | $1.35M | 0.64% | +30.0% | Added |
| Game Creek Capital, LP | 7,900 | $1.35M | 0.90% | −125−1.6% | Reduced |
| My Purposeful Wealth Corp. | 7,907 | $1.35M | 1.09% | +29+0.4% | Added |
| True Wealth Design, LLC | 7,941 | $1.36M | 0.46% | −20.0% | Reduced |
| Hill Island Financial LLC | 7,942 | $1.36M | 0.54% | +635+8.7% | Added |
| Lowery Thomas, LLC | 7,962 | $1.36M | 1.30% | +28+0.4% | Added |
| PCG Wealth Advisors, LLC | 7,970 | $1.36M | 0.90% | +559+7.5% | Added |
| PYA Waltman Capital, LLC | 7,987 | $1.37M | 0.58% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 8,000 | $1.37M | 0.00% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 8,000 | $1.37M | 0.58% | 00.0% | Unchanged |
| Hubbell Strickland Wealth Management, LLC | 8,002 | $1.37M | 0.82% | −87−1.1% | Reduced |
| Essential Planning, LLC. | 8,016 | $1.37M | 0.76% | −517−6.1% | Reduced |
| Symphony Financial, Ltd. Co. | 8,046 | $1.39M | 0.34% | −54,377−87.1% | Reduced |
| Leicht Financial Planning & Wealth Management, Inc. | 8,106 | $1.39M | 0.86% | 00.0% | Unchanged |
| Family Investment Center, Inc. | 8,124 | $1.39M | 0.84% | +229+2.9% | Added |
| Strategic Equity Management | 8,137 | $1.39M | 0.52% | +29+0.4% | Added |
| Rempart Asset Management Inc. | 8,145 | $1.39M | 0.31% | −415−4.8% | Reduced |
| Innova Wealth Partners | 8,148 | $1.40M | 1.25% | −109−1.3% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 8,155 | $1.40M | 0.02% | +591+7.8% | Added |
| Pitti Group Wealth Management, LLC | 8,168 | $1.40M | 1.60% | +218+2.7% | Added |
| RiverGlades Family Offices LLC | 8,221 | $1.41M | 1.24% | 00.0% | Unchanged |
| Kooman & Associates | 8,243 | $1.41M | 0.71% | −105−1.3% | Reduced |
| Claris Advisors, LLC | 8,253 | $1.41M | 0.90% | −8−0.1% | Reduced |
| Pacifica Capital Investments, LLC | 8,263 | $1.42M | 0.46% | +23+0.3% | Added |