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 |
|---|---|---|---|---|---|
| Spartan Planning & Wealth Management | 8,282 | $1.42M | 1.66% | +8,282 | New |
| Cookson Peirce & Co Inc | 8,295 | $1.42M | 0.09% | +724+9.6% | Added |
| Vista Investment Management | 8,300 | $1.42M | 0.75% | −107−1.3% | Reduced |
| Partners in Financial Planning | 8,333 | $1.43M | 0.37% | +252+3.1% | Added |
| Eliot Finkel Investment Counsel, LLC | 8,366 | $1.43M | 0.96% | −80−0.9% | Reduced |
| America First Investment Advisors, LLC | 8,366 | $1.43M | 0.40% | 00.0% | Unchanged |
| Easterly Investment Partners LLC | 8,372 | $1.43M | 0.16% | 00.0% | Unchanged |
| Seneca Financial Advisors LLC | 8,392 | $1.44M | 0.98% | +40.0% | Added |
| Afg Fiduciary Services Limited Partnership | 8,060 | $1.44M | 1.28% | −1,500−15.7% | Reduced |
| Waterford Advisors, LLC | 8,445 | $1.45M | 0.81% | +100+1.2% | Added |
| High Pines Wealth Management, LLC | 8,448 | $1.45M | 2.38% | +649+8.3% | Added |
| Wick Capital Partners, LLC | 8,453 | $1.45M | 0.81% | +289+3.5% | Added |
| Treynor Bancshares, Inc. | 8,474 | $1.45M | 0.92% | +20.0% | Added |
| Voya Financial Advisors, Inc. | 8,518 | $1.45M | 0.18% | −50−0.6% | Reduced |
| C M Bidwell & Associates Ltd | 8,512 | $1.46M | 1.11% | −174−2.0% | Reduced |
| Requisite Capital Management, LLC | 8,546 | $1.46M | 0.37% | +2,070+32.0% | Added |
| RHS Financial, LLC | 8,556 | $1.46M | 1.02% | 00.0% | Unchanged |
| Cook Wealth Management Group LLC | 8,784 | $1.47M | 1.12% | +4,654+112.7% | Added |
| David Kennon Inc | 8,574 | $1.47M | 0.70% | −173−2.0% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 8,592 | $1.47M | 1.20% | −194−2.2% | Reduced |
| ICONIQ Capital, LLC | 8,605 | $1.47M | 0.03% | +1,720+25.0% | Added |
| Legend Financial Advisors, Inc. | 8,627 | $1.48M | 1.26% | −435−4.8% | Reduced |
| DecisionPoint Financial, LLC | 8,663 | $1.48M | 0.78% | −55−0.6% | Reduced |
| Arq Wealth Advisors, LLC | 8,664 | $1.48M | 1.11% | −541−5.9% | Reduced |
| Cunning Capital Partners, LP | 8,690 | $1.49M | 0.98% | +8,690 | Added |
| Provident Investment Management, Inc. | 8,710 | $1.49M | 0.16% | 00.0% | Unchanged |
| TCP Asset Management, LLC | 8,733 | $1.50M | 0.64% | −114−1.3% | Reduced |
| Stone Run Capital, LLC | 8,733 | $1.50M | 0.73% | 00.0% | Unchanged |
| Trevian Wealth Management LLC | 8,738 | $1.50M | 1.37% | +8,738 | New |
| Mma Asset Management LLC | 8,770 | $1.50M | 0.87% | +8+0.1% | Added |
| Oakwell Private Wealth Management, LLC | 8,774 | $1.50M | 0.64% | +13+0.1% | Added |
| Intrepid Capital Management Inc | 8,814 | $1.51M | 1.04% | +403+4.8% | Added |
| BCM Advisors, LLC | 8,280 | $1.51M | 0.45% | +1,554+23.1% | Added |
| Presidio Capital Management, LLC | 8,863 | $1.52M | 1.33% | −79−0.9% | Reduced |
| Morton Brown Family Wealth, LLC | 8,872 | $1.52M | 0.78% | −51−0.6% | Reduced |
| Saiph Capital, LLC | 8,877 | $1.52M | 0.83% | −393−4.2% | Reduced |
| Probity Advisors, Inc. | 8,901 | $1.52M | 0.35% | −43−0.5% | Reduced |
| Armbruster Capital Management, Inc. | 8,923 | $1.53M | 0.39% | −200−2.2% | Reduced |
| Horrell Capital Management, Inc. | 8,944 | $1.53M | 0.51% | −88−1.0% | Reduced |
| Chiron Capital Management, LLC | 8,949 | $1.53M | 1.32% | −450−4.8% | Reduced |
| Sinecera Capital, LLC | 8,951 | $1.53M | 2.06% | 00.0% | Unchanged |
| LifeGuide Financial Advisors, LLC | 8,961 | $1.53M | 0.90% | +8,961 | New |
| Hill Investment Group Partners, LLC | 8,967 | $1.54M | 0.26% | +3,027+51.0% | Added |
| Prudent Investors Network | 8,971 | $1.54M | 0.72% | +3,224+56.1% | Added |
| Meridian Financial, LLC | 8,982 | $1.54M | 1.43% | −210−2.3% | Reduced |
| Ewa, LLC | 8,383 | $1.55M | 1.00% | +393+4.9% | Added |
| Cornerstone Wealth Advisors, Inc. | 9,060 | $1.55M | 0.55% | +111+1.2% | Added |
| Millington Financial Advisors, LLC | 9,061 | $1.55M | 1.39% | −460−4.8% | Reduced |
| LGT Financial Advisors LLC | 9,099 | $1.56M | 1.98% | −78−0.8% | Reduced |
| Horizon Family Wealth, Inc. | 9,145 | $1.57M | 1.52% | +254+2.9% | Added |
| Fidelity D & D Bancorp Inc | 9,149 | $1.57M | 1.61% | +9,149 | New |
| Auour Investments LLC | 8,672 | $1.57M | 0.66% | −101−1.2% | Reduced |
| Redwood Financial Network Corp | 9,166 | $1.57M | 1.66% | −1,901−17.2% | Reduced |
| Meredith Wealth Planning | 9,197 | $1.57M | 1.17% | +2,564+38.7% | Added |
| Corsair Capital Management, L.P. | 9,201 | $1.58M | 0.54% | −142−1.5% | Reduced |
| Costello Asset Management, INC | 9,217 | $1.58M | 1.45% | +45+0.5% | Added |
| Granite FO LLC | 9,219 | $1.58M | 1.11% | +188+2.1% | Added |
| Karpas Strategies, LLC | 9,260 | $1.59M | 0.58% | +30.0% | Added |
| Executive Wealth Group LLC | 9,272 | $1.59M | 1.13% | +10.0% | Added |
| Profit Investment Management, LLC | 9,287 | $1.59M | 1.12% | −321−3.3% | Reduced |
| Global Wealth Strategies & Associates | 9,312 | $1.59M | 0.74% | +1,744+23.0% | Added |
| Castellan Group, LLC | 9,349 | $1.60M | 1.12% | −4,895−34.4% | Reduced |
| Landmark Wealth Management, LLC | 9,357 | $1.60M | 0.91% | +9,357 | New |
| Lifestyle Asset Management, Inc. | 9,369 | $1.60M | 0.97% | +815+9.5% | Added |
| Dravo Bay LLC | 9,403 | $1.61M | 1.17% | +444+5.0% | Added |
| Wealthstar Advisors, LLC | 9,409 | $1.61M | 0.70% | −32−0.3% | Reduced |
| Dimension Capital Management LLC | 9,414 | $1.61M | 0.38% | −18,384−66.1% | Reduced |
| PFS Partners, LLC | 9,421 | $1.61M | 1.42% | −425−4.3% | Reduced |
| Maripau Wealth Management LLC | 9,421 | $1.61M | 1.48% | +3,960+72.5% | Added |
| Marotta Asset Management | 9,457 | $1.62M | 0.37% | −21−0.2% | Reduced |
| Winton Group Ltd | 9,472 | $1.62M | 0.13% | +1,278+15.6% | Added |
| Enzi Wealth | 9,074 | $1.62M | 0.86% | +20+0.2% | Added |
| Orgel Wealth Management, LLC | 9,528 | $1.63M | 0.06% | +602+6.7% | Added |
| Weinberger Asset Management, Inc | 9,562 | $1.64M | 0.93% | −1,021−9.6% | Reduced |
| Fiduciary Planning LLC | 9,597 | $1.64M | 0.78% | +524+5.8% | Added |
| Access Financial Services, Inc. | 9,608 | $1.64M | 0.99% | 00.0% | Unchanged |
| Eisler Capital (US) LLC | 9,624 | $1.65M | 0.61% | +9,624 | New |
| Miller Investment Management, LP | 9,644 | $1.65M | 0.26% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 9,678 | $1.66M | 1.07% | −1,277−11.7% | Reduced |
| Baron Financial Group, LLC | 9,722 | $1.66M | 1.08% | −57−0.6% | Reduced |
| Davidson Capital Management Inc. | 9,728 | $1.67M | 0.83% | −53−0.5% | Reduced |
| Kure Advisory, LLC | 9,750 | $1.67M | 0.95% | +9,750 | New |
| Epic Trust Investment Advisors, LLC | 9,780 | $1.67M | 2.64% | −152−1.5% | Reduced |
| FC Advisory LLC | 9,794 | $1.68M | 0.71% | +7+0.1% | Added |
| Blossom Wealth Management | 9,816 | $1.68M | 5.38% | +4,600+88.2% | Added |
| Cohen Capital Management, Inc. | 9,837 | $1.68M | 0.34% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 9,847 | $1.69M | 0.50% | +241+2.5% | Added |
| 3D/L Capital Management, LLC | 9,854 | $1.69M | 0.55% | +50+0.5% | Added |
| Consilio Wealth Advisors, LLC | 9,788 | $1.69M | 0.98% | +112+1.2% | Added |
| American Planning Services, Inc. | 9,861 | $1.69M | 1.12% | +145+1.5% | Added |
| GW&K Investment Management, LLC | 9,870 | $1.69M | 0.02% | +2,083+26.7% | Added |
| Pavion Blue Capital, LLC | 10,695 | $1.69M | 1.03% | −120−1.1% | Reduced |
| Insight 2811, Inc. | 9,907 | $1.70M | 0.96% | −234−2.3% | Reduced |
| Conrad Siegel Investment Advisors, Inc. | 9,930 | $1.70M | 0.88% | +2,033+25.7% | Added |
| Capital Investment Services of America, Inc. | 9,938 | $1.70M | 0.20% | +243+2.5% | Added |
| BKA Wealth Consulting, Inc. | 9,967 | $1.71M | 2.84% | −208−2.0% | Reduced |
| Trilogy Capital Inc. | 9,990 | $1.71M | 0.12% | −1,132−10.2% | Reduced |
| Compass Wealth Management LLC | 9,990 | $1.71M | 0.54% | −1,400−12.3% | Reduced |
| SCP Investment, LP | 10,000 | $1.71M | 1.30% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 10,039 | $1.72M | 3.84% | +129+1.3% | Added |