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 |
|---|---|---|---|---|---|
| Affinity Capital Advisors, LLC | 215,581 | $36.9M | 10.13% | −21,908−9.2% | Reduced |
| Lake Street Financial LLC | 215,681 | $36.8M | 6.62% | +1,084+0.5% | Added |
| Executive Wealth Management, LLC | 214,204 | $36.7M | 3.80% | −5,080−2.3% | Reduced |
| Sumitomo Life Insurance Co | 213,820 | $36.6M | 1.03% | −8,469−3.8% | Reduced |
| Principal Street Partners, LLC | 213,774 | $36.6M | 7.25% | +107,470+101.1% | Added |
| Petredis Investment Advisors LLC | 213,412 | $36.5M | 5.20% | −18,687−8.1% | Reduced |
| GYL Financial Synergies, LLC | 213,349 | $36.5M | 3.55% | +4,089+2.0% | Added |
| Culbertson A N & Co Inc | 213,078 | $36.5M | 7.32% | −491−0.2% | Reduced |
| Pacific Global Investment Management CO | 212,856 | $36.4M | 8.01% | −2,845−1.3% | Reduced |
| Spinnaker Trust | 212,776 | $36.4M | 2.74% | −2,059−1.0% | Reduced |
| Physicians Financial Services, Inc. | 212,711 | $36.4M | 14.90% | +2,596+1.2% | Added |
| Secure Asset Management, LLC | 212,241 | $36.3M | 10.87% | +24,448+13.0% | Added |
| Blue Investment Partners LLC | 212,046 | $36.3M | 28.88% | +863+0.4% | Added |
| Formidable Asset Management, LLC | 211,963 | $36.3M | 8.04% | −2,291−1.1% | Reduced |
| Tompkins Financial Corp | 211,800 | $36.3M | 5.71% | +5,047+2.4% | Added |
| JGP Wealth Management, LLC | 211,013 | $36.1M | 6.06% | +1,691+0.8% | Added |
| Phoenix Holdings Ltd. | 210,794 | $36.1M | 0.68% | +210,794 | New |
| Steigerwald, Gordon & Koch Inc. | 210,706 | $36.1M | 5.50% | −2,302−1.1% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 210,367 | $36.0M | 7.75% | −244−0.1% | Reduced |
| Blue Chip Partners, Inc. | 210,190 | $36.0M | 4.29% | −487−0.2% | Reduced |
| Fund Management at Engine No. 1 LLC | 210,177 | $36.0M | 5.69% | +210,177 | New |
| American Assets Investment Management, LLC | 210,000 | $36.0M | 4.01% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 209,907 | $35.9M | 8.69% | −1,141−0.5% | Reduced |
| Douglas Lane & Associates, LLC | 209,472 | $35.9M | 0.60% | −5,953−2.8% | Reduced |
| Blue Fin Capital, Inc. | 208,863 | $35.8M | 10.44% | +1,366+0.7% | Added |
| Evoke Wealth, LLC | 208,237 | $35.7M | 1.25% | −1,730−0.8% | Reduced |
| Aviance Capital Partners, LLC | 207,923 | $35.6M | 8.01% | −4,995−2.3% | Reduced |
| CRA Financial Services, LLC | 207,600 | $35.5M | 9.78% | +806+0.4% | Added |
| Lake Street Advisors Group, LLC | 207,177 | $35.5M | 2.11% | −2,921−1.4% | Reduced |
| Geneos Wealth Management Inc. | 207,024 | $35.4M | 1.82% | −341,006−62.2% | Reduced |
| Lannebo Fonder AB | 205,000 | $35.4M | 5.26% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 206,683 | $35.4M | 2.87% | −4,313−2.0% | Reduced |
| Naples Global Advisors, LLC | 206,618 | $35.4M | 4.29% | +3,741+1.8% | Added |
| Gratus Capital LLC | 206,586 | $35.4M | 2.42% | +92,694+81.4% | Added |
| Seizert Capital Partners, LLC | 206,383 | $35.3M | 1.87% | −21,802−9.6% | Reduced |
| Nemes Rush Group LLC | 206,253 | $35.3M | 6.40% | +1,971+1.0% | Added |
| Greenwich Wealth Management LLC | 205,942 | $35.3M | 3.73% | −206−0.1% | Reduced |
| E Fund Management Co., Ltd. | 205,584 | $35.2M | 2.68% | −12,226−5.6% | Reduced |
| Moreno Evelyn V | 204,988 | $35.1M | 7.64% | −1,265−0.6% | Reduced |
| Horizon Investments, LLC | 205,182 | $35.1M | 1.07% | −3,126−1.5% | Reduced |
| HughesLittle Investment Management Ltd. | 204,833 | $35.1M | 10.62% | −1,510−0.7% | Reduced |
| Boston Common Asset Management, LLC | 204,522 | $35.0M | 0.84% | −4,423−2.1% | Reduced |
| Penn Davis McFarland Inc | 204,330 | $35.0M | 6.13% | −1,235−0.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 203,492 | $34.8M | 0.10% | −6,119−2.9% | Reduced |
| Camden Capital, LLC | 203,280 | $34.8M | 4.13% | +9,440+4.9% | Added |
| GM Advisory Group, Inc. | 202,987 | $34.8M | 2.84% | +625+0.3% | Added |
| Schnieders Capital Management LLC | 202,859 | $34.7M | 7.78% | −9,571−4.5% | Reduced |
| First American Trust, FSB | 202,195 | $34.6M | 4.90% | −90.0% | Reduced |
| Parcion Private Wealth LLC | 201,368 | $34.5M | 3.58% | +2,327+1.2% | Added |
| Buckingham Strategic Partners | 201,193 | $34.4M | 1.67% | +15,876+8.6% | Added |
| Bridgecreek Investment Management, LLC | 201,177 | $34.4M | 7.04% | −7,718−3.7% | Reduced |
| Equitable Trust Co | 200,641 | $34.4M | 2.84% | −1,370−0.7% | Reduced |
| Ascent Group, LLC | 187,770 | $34.3M | 3.78% | +6,773+3.7% | Added |
| Procyon Private Wealth Partners, LLC | 199,985 | $34.2M | 3.51% | +19,803+11.0% | Added |
| Apexium Financial, LP | 199,881 | $34.2M | 3.43% | −1,785−0.9% | Reduced |
| Edge Wealth Management LLC | 199,818 | $34.2M | 8.00% | −1,866−0.9% | Reduced |
| Winslow Asset Management Inc | 199,240 | $34.1M | 7.90% | −3,416−1.7% | Reduced |
| AdvisorNet Financial, Inc | 199,182 | $34.1M | 3.10% | −19,248−8.8% | Reduced |
| Trust Co of Toledo NA | 199,133 | $34.1M | 6.70% | +7,961+4.2% | Added |
| Annex Advisory Services, LLC | 197,697 | $33.8M | 2.05% | +9,101+4.8% | Added |
| Progressive Investment Management Corp | 197,137 | $33.8M | 10.96% | −2,005−1.0% | Reduced |
| Arthur M. Cohen & Associates, LLC | 197,085 | $33.7M | 8.65% | −6,422−3.2% | Reduced |
| Keystone Financial Group | 196,936 | $33.7M | 5.65% | −360−0.2% | Reduced |
| Vident Advisory, LLC | 196,908 | $33.7M | 1.04% | +196,908 | New |
| Invictus Private Wealth, LLC | 196,877 | $33.7M | 3.69% | +1,778+0.9% | Added |
| Nations Financial Group Inc, | 196,656 | $33.7M | 3.39% | −3,157−1.6% | Reduced |
| Rice Partnership, LLC | 196,563 | $33.7M | 9.53% | −5,529−2.7% | Reduced |
| Octavia Wealth Advisors, LLC | 196,454 | $33.6M | 6.81% | +5,671+3.0% | Added |
| BancorpSouth Bank | 196,401 | $33.6M | 2.96% | +215+0.1% | Added |
| DDD Partners, LLC | 185,877 | $33.6M | 4.84% | −1,143−0.6% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 196,092 | $33.6M | 7.27% | −4,312−2.2% | Reduced |
| NBC Securities, Inc. | 195,806 | $33.5M | 3.68% | +195,806 | New |
| GHP Investment Advisors, Inc. | 187,406 | $33.5M | 2.04% | +2,459+1.3% | Added |
| Avitas Wealth Management LLC | 195,690 | $33.5M | 6.37% | −4,855−2.4% | Reduced |
| Ropes Wealth Advisors LLC | 195,650 | $33.5M | 6.50% | −10,124−4.9% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 195,630 | $33.5M | 2.72% | −3,268−1.6% | Reduced |
| Graypoint LLC | 195,605 | $33.5M | 3.15% | +18,991+10.8% | Added |
| Stewart & Patten Co LLC | 195,493 | $33.5M | 5.82% | −4,000−2.0% | Reduced |
| Griffin Asset Management, Inc. | 194,887 | $33.4M | 4.74% | −4,598−2.3% | Reduced |
| Washington Trust Bank | 194,883 | $33.4M | 3.49% | +409+0.2% | Added |
| Northstar Asset Management LLC | 194,777 | $33.3M | 9.60% | −530−0.3% | Reduced |
| Cassaday & Co Wealth Management LLC | 194,070 | $33.2M | 1.39% | −6,565−3.3% | Reduced |
| Churchill Management Corp | 193,825 | $33.2M | 0.56% | −7,775−3.9% | Reduced |
| Sandbox Financial Partners, LLC | 193,630 | $33.2M | 17.53% | −190.0% | Reduced |
| Texas Yale Capital Corp. | 193,607 | $33.1M | 1.49% | −23,601−10.9% | Reduced |
| WestEnd Advisors, LLC | 193,315 | $33.1M | 1.00% | −21,974−10.2% | Reduced |
| BKD Wealth Advisors, LLC | 193,228 | $33.1M | 1.00% | −14,947−7.2% | Reduced |
| M Holdings Securities, Inc. | 193,026 | $33.0M | 4.36% | +57,280+42.2% | Added |
| Barr E S & Co | 192,996 | $33.0M | 2.39% | −3,881−2.0% | Reduced |
| Alpine Woods Capital Investors, LLC | 192,883 | $33.0M | 5.32% | +1,155+0.6% | Added |
| Gluskin Sheff & Assoc Inc | 192,660 | $33.0M | 2.53% | −26,191−12.0% | Reduced |
| Jackson Wealth Management, LLC | 192,415 | $32.9M | 4.71% | −1,342−0.7% | Reduced |
| German American Bancorp, Inc. | 192,055 | $32.9M | 4.78% | +3,054+1.6% | Added |
| Community Bank & Trust, Waco, Texas | 237,882 | $32.9M | 11.69% | +9,371+4.1% | Added |
| Shufro Rose & Co LLC | 191,825 | $32.8M | 3.11% | −994−0.5% | Reduced |
| Krilogy Financial LLC | 191,391 | $32.8M | 3.00% | −3,587−1.8% | Reduced |
| Wintrust Investments LLC | 191,085 | $32.7M | 3.43% | +3,608+1.9% | Added |
| Pallas Capital Advisors LLC | 191,893 | $32.7M | 1.99% | +9,557+5.2% | Added |
| Saybrook Capital | 190,788 | $32.7M | 9.84% | −1,670−0.9% | Reduced |
| Avidian Wealth Solutions, LLC | 190,732 | $32.7M | 2.30% | −13,775−6.7% | Reduced |