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 |
|---|---|---|---|---|---|
| Echo45 Advisors LLC | 10,044 | $1.72M | 1.46% | −360−3.5% | Reduced |
| Clifford Group, LLC | 10,048 | $1.72M | 1.87% | −37−0.4% | Reduced |
| La Financiere de L'Echiquier | 10,062 | $1.72M | 0.09% | +1,088+12.1% | Added |
| Plan Group Financial, LLC | 10,082 | $1.73M | 1.24% | −8,886−46.8% | Reduced |
| Horizon Kinetics Asset Management LLC | 10,082 | $1.73M | 0.03% | −729−6.7% | Reduced |
| Peterson Wealth Management | 10,087 | $1.73M | 1.42% | +2,138+26.9% | Added |
| Level Financial Advisors, Inc. | 10,118 | $1.73M | 0.97% | −131−1.3% | Reduced |
| Talisman Wealth Advisors LLC | 10,167 | $1.74M | 3.01% | −24−0.2% | Reduced |
| Vawter Financial, Ltd. | 10,170 | $1.74M | 1.56% | +4,383+75.7% | Added |
| Operose Advisors LLC | 10,233 | $1.75M | 0.69% | +1,176+13.0% | Added |
| Slocum, Gordon & Co LLP | 10,236 | $1.75M | 1.53% | +300+3.0% | Added |
| Stephens Consulting, LLC | 10,243 | $1.75M | 0.71% | −155−1.5% | Reduced |
| Compass Financial Group, INC | 10,253 | $1.76M | 0.53% | −29−0.3% | Reduced |
| Three Seasons Wealth, LLC | 10,259 | $1.76M | 1.73% | +10,259 | New |
| ETF Portfolio Partners, Inc. | 10,260 | $1.76M | 0.65% | +100+1.0% | Added |
| DHJJ Financial Advisors, Ltd. | 10,270 | $1.76M | 0.89% | −34−0.3% | Reduced |
| Bridgefront Capital, LLC | 10,282 | $1.76M | 1.23% | +10,282 | New |
| Santori & Peters | 10,296 | $1.76M | 0.95% | 00.0% | Unchanged |
| Richelieu Gestion PLC | 10,300 | $1.76M | 1.64% | −5,263−33.8% | Reduced |
| GR Financial Group, LLC | 10,305 | $1.76M | 0.49% | +14+0.1% | Added |
| 1620 Investment Advisors, Inc. | 10,309 | $1.77M | 2.05% | −49−0.5% | Reduced |
| Seed Wealth Management, Inc. | 10,309 | $1.77M | 1.98% | 00.0% | Unchanged |
| Hudson Portfolio Management LLC | 10,315 | $1.77M | 2.01% | −232−2.2% | Reduced |
| Revisor Wealth Management LLC | 10,328 | $1.77M | 1.50% | +3,594+53.4% | Added |
| James Hambro & Partners | 10,342 | $1.77M | 0.11% | −61−0.6% | Reduced |
| Defined Wealth Management, LLC | 10,374 | $1.78M | 1.51% | +382+3.8% | Added |
| SMART Wealth LLC | 10,389 | $1.78M | 1.34% | −182−1.7% | Reduced |
| MorganRosel Wealth Management, LLC | 10,396 | $1.78M | 0.74% | +3,511+51.0% | Added |
| St. Louis Financial Planners Asset Management, LLC | 10,251 | $1.78M | 1.42% | −1,016−9.0% | Reduced |
| Harbor Group, Inc. | 10,399 | $1.78M | 1.00% | −60−0.6% | Reduced |
| GenWealth Group, Inc. | 10,415 | $1.78M | 0.54% | +564+5.7% | Added |
| Rosenblum Silverman Sutton S F Inc | 10,417 | $1.78M | 0.61% | −80−0.8% | Reduced |
| Motive Wealth Advisors | 10,418 | $1.78M | 1.96% | −713−6.4% | Reduced |
| Harvest Investment Advisors, LLC | 10,430 | $1.79M | 1.60% | −163−1.5% | Reduced |
| Carl Stuart Investment Advisor, Inc | 10,278 | $1.79M | 1.44% | +9+0.1% | Added |
| Twelve Points Wealth Management LLC | 10,444 | $1.79M | 0.89% | +2,002+23.7% | Added |
| Prosperity Planning, Inc. | 10,447 | $1.79M | 0.75% | +50+0.5% | Added |
| Authentikos Wealth Advisory, LLC | 10,449 | $1.79M | 1.73% | +90+0.9% | Added |
| Sage Investment Advisers LLC | 10,494 | $1.80M | 2.46% | −31−0.3% | Reduced |
| Strid Group, LLC | 10,498 | $1.80M | 0.38% | −11−0.1% | Reduced |
| Beck Bode, LLC | 10,505 | $1.80M | 0.46% | −6,455−38.1% | Reduced |
| Heartwood Wealth Advisors LLC | 10,509 | $1.80M | 0.27% | −3,159−23.1% | Reduced |
| Avenue 1 Advisors, LLC | 10,513 | $1.80M | 0.88% | +136+1.3% | Added |
| 360 Financial, Inc. | 10,361 | $1.80M | 1.13% | −930−8.2% | Reduced |
| Lauterbach Financial Advisors, LLC | 10,524 | $1.80M | 1.42% | −61−0.6% | Reduced |
| Maven Securities LTD | 10,536 | $1.80M | 0.20% | +8,679+467.4% | Added |
| Holistic Financial Partners | 10,592 | $1.81M | 1.20% | +38+0.4% | Added |
| BW Gestao de Investimentos Ltda. | 10,596 | $1.81M | 0.22% | −5,262−33.2% | Reduced |
| Whitaker-Myers Wealth Managers, LTD. | 10,617 | $1.82M | 1.13% | +1,176+12.5% | Added |
| KWMG, LLC | 10,627 | $1.82M | 0.23% | −7−0.1% | Reduced |
| Tactive Advisors, LLC | 10,639 | $1.82M | 1.57% | +593+5.9% | Added |
| Disciplined Investments, LLC | 10,666 | $1.83M | 1.11% | −78−0.7% | Reduced |
| AJ Advisors, LLC | 10,679 | $1.83M | 1.37% | −58−0.5% | Reduced |
| Compass Advisory Group LLC | 10,681 | $1.83M | 0.96% | +278+2.7% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 10,694 | $1.83M | 0.42% | +2,615+32.4% | Added |
| Resource Planning Group | 10,729 | $1.84M | 1.56% | +549+5.4% | Added |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 10,736 | $1.84M | 0.58% | −54,594−83.6% | Reduced |
| OLIO Financial Planning | 10,736 | $1.84M | 0.86% | +1,028+10.6% | Added |
| Ascension Capital Advisors, Inc. | 10,766 | $1.84M | 1.06% | +1,487+16.0% | Added |
| First Pacific Financial | 10,770 | $1.84M | 0.82% | −737−6.4% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 10,800 | $1.85M | 0.61% | −20.0% | Reduced |
| RWWM, Inc. | 10,817 | $1.85M | 0.25% | +150+1.4% | Added |
| Carmel Capital Partners, LLC | 10,818 | $1.85M | 0.83% | +1,935+21.8% | Added |
| Avondale Wealth Management | 10,826 | $1.85M | 1.63% | −50−0.5% | Reduced |
| Divergent Planning, LLC | 10,365 | $1.86M | 1.00% | +346+3.5% | Added |
| Tolleson Wealth Management, Inc. | 10,850 | $1.86M | 0.45% | −2,308−17.5% | Reduced |
| Wooster Corthell Wealth Management, Inc. | 10,860 | $1.86M | 0.49% | −526−4.6% | Reduced |
| Prostatis Group LLC | 10,681 | $1.86M | 0.91% | −348,478−97.0% | Reduced |
| Park Circle Co | 10,900 | $1.87M | 1.76% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 10,916 | $1.87M | 0.69% | −750−6.4% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 10,920 | $1.87M | 0.58% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 10,943 | $1.87M | 1.58% | −1,583−12.6% | Reduced |
| RAM Investment Partners, LLC | 10,966 | $1.88M | 0.79% | −378−3.3% | Reduced |
| Kaydan Wealth Management, Inc. | 10,993 | $1.88M | 0.75% | −627−5.4% | Reduced |
| Legacy Financial Group LLC | 10,995 | $1.88M | 0.44% | +46+0.4% | Added |
| Longitude (Cayman) Ltd. | 11,000 | $1.88M | 3.41% | +1,000+10.0% | Added |
| Joseph Group Capital Management | 11,012 | $1.89M | 1.36% | +10.0% | Added |
| Tealwood Asset Management Inc | 11,022 | $1.89M | 0.97% | −122−1.1% | Reduced |
| Peterson Wealth Advisors, LLC | 11,023 | $1.89M | 0.51% | −33−0.3% | Reduced |
| Shayne & Co., LLC | 11,026 | $1.89M | 0.63% | +11,026 | New |
| ForthRight Wealth Management, LLC | 11,030 | $1.89M | 0.81% | −783−6.6% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 11,044 | $1.89M | 1.48% | +10.0% | Added |
| Stevard, LLC | 11,050 | $1.89M | 1.91% | +27+0.2% | Added |
| Powers Advisory Group, LLC | 11,054 | $1.89M | 1.29% | +74+0.7% | Added |
| Redmont Wealth Advisors LLC | 11,057 | $1.89M | 3.33% | +50.0% | Added |
| Sofos Investments, Inc. | 242,144 | $1.89M | 0.04% | +232,369+2,377.2% | Added |
| Roth Financial Partners LLC | 11,064 | $1.89M | 1.19% | +800+7.8% | Added |
| Shakespeare Wealth Management, Inc. | 11,076 | $1.90M | 0.66% | +2,669+31.7% | Added |
| Warwick Investment Management, Inc. | 11,079 | $1.90M | 0.71% | +11+0.1% | Added |
| Prentice Wealth Management LLC | 11,082 | $1.90M | 0.86% | +28+0.3% | Added |
| Evergreen Wealth Management, LLC | 11,138 | $1.91M | 1.51% | +91+0.8% | Added |
| Columbus Macro, LLC | 11,165 | $1.91M | 0.81% | −124−1.1% | Reduced |
| Crestone Asset Management LLC | 11,171 | $1.91M | 0.46% | +2,685+31.6% | Added |
| Old North State Wealth Management, LLC | 11,163 | $1.91M | 1.68% | −314−2.7% | Reduced |
| Second Half Financial Partners, LLC | 11,190 | $1.92M | 0.95% | −28,551−71.8% | Reduced |
| Basepoint Wealth LLC | 11,197 | $1.92M | 1.56% | −348−3.0% | Reduced |
| WealthCare Investment Partners, LLC | 11,052 | $1.92M | 1.17% | +11,052 | New |
| Keb Asset Management, LLC | 11,220 | $1.92M | 0.79% | +1,446+14.8% | Added |
| Flower City Capital | 11,245 | $1.93M | 1.97% | −110−1.0% | Reduced |
| HT Partners LLC | 11,248 | $1.93M | 0.58% | −1,312−10.4% | Reduced |