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 |
|---|---|---|---|---|---|
| Palouse Capital Management, Inc. | 11,267 | $1.93M | 1.43% | −1,988−15.0% | Reduced |
| Cohen & Steers, Inc. | 11,270 | $1.93M | 0.00% | −20−0.2% | Reduced |
| Motley Fool Wealth Management, LLC | 11,061 | $1.93M | 0.11% | +2,992+37.1% | Added |
| Cottonwood Capital Advisors, LLC | 11,279 | $1.93M | 1.80% | −1,160−9.3% | Reduced |
| Legal Advantage Investments, Inc. | 11,305 | $1.94M | 1.38% | 00.0% | Unchanged |
| Pinnacle Financial Group, LLC | 11,320 | $1.94M | 1.15% | −133−1.2% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 11,335 | $1.94M | 0.88% | +887+8.5% | Added |
| Punch & Associates Investment Management, Inc. | 11,339 | $1.94M | 0.12% | +801+7.6% | Added |
| Awm Capital, LLC | 11,342 | $1.94M | 0.40% | +1,766+18.4% | Added |
| Soundmark Wealth Management, LLC | 11,355 | $1.94M | 1.08% | −1,148−9.2% | Reduced |
| CCG Wealth Management, LLC | 11,366 | $1.95M | 1.27% | −299−2.6% | Reduced |
| Future Financial Wealth Managment LLC | 11,379 | $1.95M | 2.16% | −111−1.0% | Reduced |
| BluePath Capital Management, LLC | 11,403 | $1.95M | 1.79% | +11,403 | New |
| Asset Advisors Investment Management, LLC | 11,433 | $1.96M | 0.26% | +100+0.9% | Added |
| Kingdom Financial Group LLC. | 11,464 | $1.96M | 1.85% | +598+5.5% | Added |
| Wulff, Hansen & Co. | 11,309 | $1.96M | 2.29% | −3,901−25.6% | Reduced |
| Steward Financial Group LLC | 11,486 | $1.97M | 0.63% | −241−2.1% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 11,326 | $1.97M | 1.56% | −123−1.1% | Reduced |
| Cranbrook Wealth Management, LLC | 11,495 | $1.97M | 0.58% | −74−0.6% | Reduced |
| Element Wealth, LLC | 11,522 | $1.97M | 1.43% | −426−3.6% | Reduced |
| Ratio Wealth Group | 11,528 | $1.97M | 0.49% | +1,424+14.1% | Added |
| Builder Investment Group Inc | 11,558 | $1.98M | 0.78% | +713+6.6% | Added |
| Truadvice, LLC | 10,657 | $1.99M | 0.78% | −2,007−15.8% | Reduced |
| Park Edge Advisors, LLC | 11,618 | $1.99M | 0.72% | +1,498+14.8% | Added |
| Retirement Solution Inc. | 11,624 | $1.99M | 0.66% | −227−1.9% | Reduced |
| Triumph Capital Management | 11,655 | $2.00M | 0.91% | +4,133+54.9% | Added |
| BEAM Asset Management, LLC | 11,659 | $2.00M | 1.42% | +285+2.5% | Added |
| Rosenberg Matthew Hamilton | 11,694 | $2.00M | 0.67% | +88+0.8% | Added |
| Financial Freedom, LLC | 11,695 | $2.00M | 1.42% | +12+0.1% | Added |
| Campbell & CO Investment Adviser LLC | 11,705 | $2.00M | 0.24% | +8,768+298.5% | Added |
| Courage Miller Partners, LLC | 11,587 | $2.01M | 0.82% | −285−2.4% | Reduced |
| DAGCO, Inc. | 11,469 | $2.01M | 1.16% | −35,790−75.7% | Reduced |
| Lakeside Advisors, INC. | 11,756 | $2.01M | 1.55% | −74−0.6% | Reduced |
| Legacy Bridge, LLC | 11,778 | $2.02M | 1.44% | +28+0.2% | Added |
| Krane Funds Advisors LLC | 11,782 | $2.02M | 0.08% | −2,013−14.6% | Reduced |
| PAX Financial Group, LLC | 11,845 | $2.03M | 0.46% | +20.0% | Added |
| Richwood Investment Advisors, LLC | 11,846 | $2.03M | 2.07% | +52+0.4% | Added |
| Matrix Trust Co | 11,855 | $2.03M | 0.53% | +357+3.1% | Added |
| Tower Wealth Partners, Inc. | 11,857 | $2.03M | 1.67% | +78+0.7% | Added |
| Camarda Financial Advisors, LLC | 11,864 | $2.03M | 1.31% | −257−2.1% | Reduced |
| MKT Advisors LLC | 11,693 | $2.03M | 1.54% | +68+0.6% | Added |
| Market Street Wealth Management Advisors LLC | 11,866 | $2.03M | 0.52% | +2,471+26.3% | Added |
| Heritage Investment Group, Inc. | 11,894 | $2.04M | 0.56% | −2,223−15.7% | Reduced |
| Pring Turner Capital Group Inc | 11,929 | $2.04M | 1.71% | −10−0.1% | Reduced |
| Mainstay Capital Management LLC | 11,937 | $2.04M | 0.43% | −1,870−13.5% | Reduced |
| Resource Consulting Group Inc | 11,943 | $2.04M | 0.40% | −2,989−20.0% | Reduced |
| United Community Bank | 11,943 | $2.04M | 1.00% | −95−0.8% | Reduced |
| Financial Planning & Information Services, Inc. | 11,967 | $2.05M | 0.38% | +911+8.2% | Added |
| RTD Financial Advisors, Inc. | 11,981 | $2.05M | 0.31% | −26−0.2% | Reduced |
| Monte Financial Group, LLC | 11,982 | $2.05M | 1.04% | −601−4.8% | Reduced |
| Keating Investment Counselors Inc | 12,016 | $2.06M | 0.70% | +4,120+52.2% | Added |
| Wedgewood Investors Inc | 12,032 | $2.06M | 2.79% | −400−3.2% | Reduced |
| Greytown Advisors Inc. | 12,043 | $2.06M | 1.17% | +133+1.1% | Added |
| Newton One Investments LLC | 12,067 | $2.07M | 1.23% | +17+0.1% | Added |
| Barnes Pettey Financial Advisors, LLC | 12,097 | $2.07M | 1.90% | −67−0.6% | Reduced |
| Rooted Wealth Advisors, Inc. | 10,955 | $2.08M | 1.28% | −3,642−25.0% | Reduced |
| Apeiron RIA LLC | 12,148 | $2.08M | 0.71% | −46−0.4% | Reduced |
| Orin Green Financial, LLC | 12,163 | $2.08M | 1.16% | +12+0.1% | Added |
| Core Wealth Advisors, Inc. | 12,169 | $2.08M | 0.85% | −130−1.1% | Reduced |
| Safeguard Financial, LLC | 12,175 | $2.08M | 1.01% | +799+7.0% | Added |
| Prevail Innovative Wealth Advisors, LLC | 12,200 | $2.09M | 1.08% | +6,461+112.6% | Added |
| Providence First Trust Co | 12,221 | $2.09M | 1.17% | −650−5.1% | Reduced |
| Drake & Associates, LLC | 12,230 | $2.09M | 0.95% | −1,256−9.3% | Reduced |
| Strata Wealth Advisors, LLC | 12,236 | $2.09M | 1.01% | +12,236 | New |
| Vantage Financial Partners Ltd., Inc. | 12,256 | $2.10M | 1.21% | +2,846+30.2% | Added |
| Moisand Fitzgerald Tamayo, LLC | 12,257 | $2.10M | 0.44% | +747+6.5% | Added |
| Driehaus Capital Management LLC | 12,258 | $2.10M | 0.03% | −3,191−20.7% | Reduced |
| Portfolio Strategies, Inc. | 12,323 | $2.11M | 0.41% | −299−2.4% | Reduced |
| Systematic Financial Management LP | 12,335 | $2.11M | 0.07% | 00.0% | Unchanged |
| Vaughan & Co Securities, Inc. | 12,338 | $2.11M | 1.57% | −174−1.4% | Reduced |
| Matthew Goff Investment Advisor, LLC | 12,366 | $2.12M | 0.51% | −167−1.3% | Reduced |
| Barings LLC | 12,389 | $2.12M | 0.07% | −3,387−21.5% | Reduced |
| Ami Investment Management Inc | 12,428 | $2.13M | 0.96% | −923−6.9% | Reduced |
| Hanlon Investment Management, Inc. | 12,458 | $2.13M | 0.64% | +3,090+33.0% | Added |
| Sutton Place Investors LLC | 12,489 | $2.14M | 2.78% | +12,489 | New |
| Tandem Investment Advisors, Inc. | 12,515 | $2.14M | 0.09% | −155−1.2% | Reduced |
| Refined Wealth Management | 12,516 | $2.14M | 1.92% | −77−0.6% | Reduced |
| VisionPoint Advisory Group, LLC | 12,517 | $2.14M | 0.92% | +6,923+123.8% | Added |
| Live Oak Investment Partners | – | $2.14M | 1.85% | – | – |
| Raffa Wealth Management, LLC | 12,531 | $2.15M | 0.73% | −33−0.3% | Reduced |
| TrueWealth Advisors, LLC | 12,550 | $2.15M | 0.91% | +166+1.3% | Added |
| Sherbrooke Park Advisers LLC | 12,553 | $2.15M | 0.68% | +9,853+364.9% | Added |
| Northern Capital Management, Inc. | 12,553 | $2.15M | 2.01% | +10.0% | Added |
| AlphaMark Advisors, LLC | 12,562 | $2.15M | 0.92% | +590+4.9% | Added |
| Guardian Financial Partners, LLC | 12,576 | $2.15M | 2.02% | +8+0.1% | Added |
| MA Private Wealth | 12,585 | $2.15M | 0.51% | −1,819−12.6% | Reduced |
| Echo Wealth Management, LLC | 12,605 | $2.16M | 2.32% | −900−6.7% | Reduced |
| Marquette Asset Management, LLC | 12,616 | $2.16M | 0.51% | 00.0% | Unchanged |
| Akuna Securities LLC | 12,627 | $2.16M | 4.44% | +8,723+223.4% | Added |
| Bank Pictet & Cie (Asia) Ltd | 12,667 | $2.17M | 0.64% | −1,261−9.1% | Reduced |
| West Financial Advisors, LLC | 12,692 | $2.17M | 0.55% | +36+0.3% | Added |
| Hartford Funds Management Co LLC | 12,693 | $2.17M | 0.23% | +796+6.7% | Added |
| Riverpoint Wealth Management Holdings, LLC | 12,723 | $2.18M | 0.72% | −20−0.2% | Reduced |
| Gouws Capital LLC | 12,790 | $2.19M | 1.86% | −10−0.1% | Reduced |
| Client 1st Advisory Group, LLC | 12,808 | $2.19M | 1.16% | +1,000+8.5% | Added |
| Valtinson Bruner Financial Planning LLC | 12,826 | $2.20M | 1.20% | −51−0.4% | Reduced |
| SWAN Capital LLC | 12,843 | $2.20M | 1.75% | +12,843 | New |
| Annapolis Financial Services, LLC | 12,844 | $2.20M | 0.64% | +284+2.3% | Added |
| Provident Wealth Management, LLC | 12,882 | $2.21M | 1.07% | −956−6.9% | Reduced |
| Gill Capital Partners, LLC | 12,919 | $2.21M | 0.98% | −86−0.7% | Reduced |