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 8 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
- 4,619
- +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
- 2,380 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 | 6,135 | $2.40T |
| Q4 2025 | 6,131 | $2.61T |
| Q3 2025 | 5,617 | $2.35T |
| Q2 2025 | 5,600 | $1.93T |
| Q1 2025 | 5,608 | $2.08T |
| Q4 2024 | 5,672 | $2.36T |
| Q3 2024 | 5,106 | $2.17T |
| Q2 2024 | 5,133 | $1.98T |
| Q1 2024 | 5,024 | $1.61T |
| Q4 2023 | 4,977 | $1.81T |
| Q3 2023 | 4,619 | $1.60T |
| Q2 2023 | 4,595 | $1.82T |
| Q1 2023 | 4,525 | $1.55T |
| Q4 2022 | 4,556 | $1.21T |
| Q3 2022 | 4,347 | $1.29T |
| Q2 2022 | 4,340 | $1.28T |
| Q1 2022 | 4,391 | $1.66T |
| Q4 2021 | 4,403 | $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 |
|---|---|---|---|---|---|
| Apriem Advisors | 259,660 | $44.5M | 6.51% | −167−0.1% | Reduced |
| Wesleyan Assurance Society | 259,200 | $44.4M | 4.93% | −2,000−0.8% | Reduced |
| Caldwell Trust Co | 258,715 | $44.3M | 6.04% | +133+0.1% | Added |
| Falcon Wealth Planning | 258,689 | $44.3M | 9.60% | −580.0% | Reduced |
| SOA Wealth Advisors, LLC. | 258,206 | $44.2M | 10.99% | −1,117−0.4% | Reduced |
| Rockland Trust Co | 257,295 | $44.1M | 2.65% | +10,490+4.3% | Added |
| DFPG Investments, LLC | 241,067 | $44.0M | 4.09% | +22,603+10.3% | Added |
| Schechter Investment Advisors, LLC | 256,423 | $43.9M | 4.25% | +5,040+2.0% | Added |
| Archon Partners LLC | 255,000 | $43.7M | 6.83% | −7,000−2.7% | Reduced |
| Integrated Advisors Network LLC | 254,663 | $43.6M | 2.68% | −5,910−2.3% | Reduced |
| Foundations Investment Advisors, LLC | 254,358 | $43.5M | 1.34% | +24,597+10.7% | Added |
| Summit Trail Advisors, LLC | 254,334 | $43.5M | 1.60% | −4,235−1.6% | Reduced |
| Mengis Capital Management, Inc. | 253,912 | $43.5M | 9.03% | −1,659−0.6% | Reduced |
| Foster & Motley Inc | 253,604 | $43.4M | 3.56% | +2,789+1.1% | Added |
| Exchange Traded Concepts, LLC | 252,891 | $43.3M | 1.23% | −20,818−7.6% | Reduced |
| Kempen Capital Management N.V. | 252,735 | $43.3M | 0.80% | +42,757+20.4% | Added |
| Jag Capital Management, LLC | 252,122 | $43.2M | 5.21% | −5,865−2.3% | Reduced |
| Guardian Capital LP | 250,361 | $42.9M | 1.60% | −46,419−15.6% | Reduced |
| Kadensa Capital Ltd | 249,505 | $42.7M | 8.43% | −50,570−16.9% | Reduced |
| Accredited Investors Inc. | 249,461 | $42.7M | 3.20% | +10,955+4.6% | Added |
| Newlands Management Operations LLC | 248,975 | $42.6M | 0.46% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 248,896 | $42.6M | 2.98% | −7,571−3.0% | Reduced |
| Strategic Advisors LLC | 247,174 | $42.3M | 8.34% | +965+0.4% | Added |
| CTC LLC | 247,104 | $42.3M | 1.90% | −378,862−60.5% | Reduced |
| Edgewood Management LLC | 246,918 | $42.3M | 0.14% | −170.0% | Reduced |
| Klingman & Associates, LLC | 246,717 | $42.2M | 3.41% | +7,075+3.0% | Added |
| Quadrant Capital Group LLC | 246,376 | $42.2M | 4.22% | +2,057+0.8% | Added |
| Webster Bank, N. A. | 245,661 | $42.1M | 5.69% | +3,086+1.3% | Added |
| Quest Investment Management LLC | 244,746 | $41.9M | 5.92% | +59,258+31.9% | Added |
| Columbia Asset Management | 244,688 | $41.9M | 9.33% | −4,490−1.8% | Reduced |
| Amica Mutual Insurance Co | 244,441 | $41.9M | 4.92% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 243,513 | $41.7M | 4.27% | +11,235+4.8% | Added |
| Sound View Wealth Advisors Group, LLC | 242,313 | $41.5M | 5.16% | +19,771+8.9% | Added |
| Ocean Capital Management, LLC | 241,974 | $41.4M | 19.15% | −2,470−1.0% | Reduced |
| Warren Averett Asset Management, LLC | 240,525 | $41.2M | 1.80% | +28,377+13.4% | Added |
| Forbes J M & Co LLP | 240,201 | $41.1M | 5.35% | +6,000+2.6% | Added |
| Pittenger & Anderson Inc | 240,193 | $41.1M | 2.07% | −1,688−0.7% | Reduced |
| WCG Wealth Advisors LLC | 239,971 | $41.1M | 3.01% | +239,971 | New |
| Crawford Investment Counsel Inc | 239,719 | $41.0M | 0.89% | +842+0.4% | Added |
| MainStreet Investment Advisors LLC | 238,616 | $40.9M | 4.76% | −9,585−3.9% | Reduced |
| Belmont Capital, LLC | 238,504 | $40.8M | 22.07% | +45,234+23.4% | Added |
| Hoey Investments, Inc | 237,955 | $40.7M | 13.65% | +8,533+3.7% | Added |
| Telemus Capital, LLC | 236,193 | $40.4M | 3.74% | −9,634−3.9% | Reduced |
| World Equity Group, Inc. | 236,104 | $40.4M | 8.43% | +117,822+99.6% | Added |
| Aquatic Capital Management LLC | 235,900 | $40.4M | 1.69% | +193,400+455.1% | Added |
| Waldron Private Wealth LLC | 235,829 | $40.4M | 2.10% | −3,634−1.5% | Reduced |
| Avestar Capital, LLC | 235,546 | $40.3M | 6.15% | +2,206+0.9% | Added |
| Locust Wood Capital Advisers, LLC | 235,257 | $40.3M | 1.92% | +1,340+0.6% | Added |
| Meeder Advisory Services, Inc. | 234,777 | $40.2M | 5.05% | −32,848−12.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 234,665 | $40.2M | 5.21% | −4,932−2.1% | Reduced |
| Wahed Invest LLC | 234,621 | $40.2M | 13.07% | +19,226+8.9% | Added |
| CORDA Investment Management, LLC. | 234,268 | $40.1M | 3.64% | −4,009−1.7% | Reduced |
| South State Corp. | 233,215 | $39.9M | 3.79% | −58,207−20.0% | Reduced |
| Mather Group, LLC. | 232,941 | $39.9M | 0.71% | +35,129+17.8% | Added |
| Chicago Partners Investment Group LLC | 230,462 | $39.9M | 2.15% | +6,506+2.9% | Added |
| Aaron Wealth Advisors | 232,713 | $39.8M | 5.14% | +2,257+1.0% | Added |
| Gladstone Institutional Advisory LLC | 232,016 | $39.7M | 2.57% | −1,636−0.7% | Reduced |
| Hendershot Investments Inc. | 231,974 | $39.7M | 6.66% | −1,872−0.8% | Reduced |
| Palisade Asset Management, LLC | 231,377 | $39.6M | 4.82% | −3,017−1.3% | Reduced |
| Heritage Trust Co | 230,693 | $39.5M | 6.16% | −1,700−0.7% | Reduced |
| Telos Capital Management, Inc. | 230,330 | $39.4M | 5.48% | −516−0.2% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 230,076 | $39.4M | 1.72% | +1060.0% | Added |
| Abbrea Capital, LLC | 229,651 | $39.3M | 6.25% | +896+0.4% | Added |
| Bordeaux Wealth Advisors LLC | 229,642 | $39.3M | 15.91% | +181+0.1% | Added |
| Vision Capital Management, Inc. | 229,550 | $39.3M | 7.23% | −5,330−2.3% | Reduced |
| Oak Grove Capital LLC | 229,193 | $39.2M | 15.16% | +3,669+1.6% | Added |
| SFMG, LLC | 227,099 | $38.9M | 4.00% | +13,317+6.2% | Added |
| Alps Advisors Inc | 226,844 | $38.8M | 0.32% | +32,077+16.5% | Added |
| Hallmark Capital Management Inc | 226,491 | $38.8M | 3.23% | −13,308−5.5% | Reduced |
| BTC Capital Management, Inc. | 226,454 | $38.8M | 4.47% | −5,992−2.6% | Reduced |
| Cypress Capital Group | 225,756 | $38.7M | 5.58% | −1,358−0.6% | Reduced |
| Fiduciary Group LLC | 225,490 | $38.6M | 4.93% | −1,697−0.7% | Reduced |
| Estabrook Capital Management | 225,461 | $38.6M | 6.80% | −4,943−2.1% | Reduced |
| K.J. Harrison & Partners Inc | 225,282 | $38.6M | 8.70% | +1,530+0.7% | Added |
| Dixon Mitchell Investment Counsel Inc. | 225,054 | $38.5M | 2.33% | −1,472−0.6% | Reduced |
| Flagship Harbor Advisors, LLC | 223,500 | $38.3M | 3.18% | +7,936+3.7% | Added |
| Missouri Trust & Investment Co | 223,319 | $38.2M | 17.21% | +195,927+715.3% | Added |
| GFS Advisors, LLC | 223,121 | $38.2M | 5.94% | +43,168+24.0% | Added |
| Pennsylvania Capital Management Inc | 222,988 | $38.2M | 15.84% | −161−0.1% | Reduced |
| Verdence Capital Advisors LLC | 222,939 | $38.2M | 4.14% | +15,951+7.7% | Added |
| TBH Global Asset Management, LLC | 222,683 | $38.1M | 7.33% | +1,685+0.8% | Added |
| Skylands Capital, LLC | 222,270 | $38.1M | 5.75% | −13,605−5.8% | Reduced |
| Terry L. Blaker | 222,067 | $38.0M | 3.39% | −312−0.1% | Reduced |
| Renaissance Group LLC | 221,998 | $38.0M | 1.74% | −5,994−2.6% | Reduced |
| Simon Quick Advisors, LLC | 221,895 | $38.0M | 3.58% | +7,829+3.7% | Added |
| McKinley Capital Management LLC /Delaware | 221,524 | $37.9M | 5.33% | −8,697−3.8% | Reduced |
| Oakworth Capital, Inc. | 221,472 | $37.9M | 3.45% | −10,763−4.6% | Reduced |
| Novo Holdings A/S | 221,460 | $37.9M | 2.80% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 221,124 | $37.9M | 3.74% | −3,096−1.4% | Reduced |
| Resources Management Corp | 221,079 | $37.9M | 6.16% | −6,085−2.7% | Reduced |
| Kinneret Advisory, LLC | 221,031 | $37.8M | 4.67% | −131−0.1% | Reduced |
| Ironwood Financial, llc | 220,621 | $37.8M | 10.15% | +930+0.4% | Added |
| Rossmore Private Capital | 220,032 | $37.7M | 5.71% | +360+0.2% | Added |
| PFG Investments, LLC | 219,910 | $37.7M | 7.07% | +4,023+1.9% | Added |
| Bristlecone Advisors, LLC | 219,701 | $37.6M | 4.23% | +3,062+1.4% | Added |
| RiverFront Investment Group, LLC | 218,470 | $37.4M | 1.33% | +5,424+2.5% | Added |
| Madison Asset Management, LLC | 218,037 | $37.3M | 0.55% | −22,285−9.3% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 218,000 | $37.3M | 0.52% | −72,000−24.8% | Reduced |
| Elite Wealth Management, Inc. | 216,313 | $37.0M | 11.93% | +15,395+7.7% | Added |
| CSM Advisors, LLC | 215,881 | $37.0M | 3.22% | −8,650−3.9% | Reduced |