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 |
|---|---|---|---|---|---|
| ARS Wealth Advisors Group, LLC | 190,518 | $32.6M | 5.35% | −5,641−2.9% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 189,242 | $32.4M | 1.70% | −10,939−5.5% | Reduced |
| SP Asset Management LLC | 189,179 | $32.4M | 3.64% | −700−0.4% | Reduced |
| Schwerin Boyle Capital Management Inc | 188,900 | $32.3M | 3.80% | −8,355−4.2% | Reduced |
| SignalPoint Asset Management, LLC | 188,536 | $32.3M | 10.29% | +1,784+1.0% | Added |
| M&R Capital Management Inc | 186,877 | $32.0M | 8.76% | −1,964−1.0% | Reduced |
| JLB & Associates Inc | 186,707 | $32.0M | 5.01% | −12,355−6.2% | Reduced |
| Miller Wealth Advisors, LLC | 186,363 | $31.9M | 21.71% | −515−0.3% | Reduced |
| Kovack Advisors, Inc. | 186,016 | $31.8M | 4.45% | −924−0.5% | Reduced |
| United Bank | 185,819 | $31.8M | 4.18% | −14,146−7.1% | Reduced |
| L.M. Kohn & Company | 185,392 | $31.7M | 11.58% | +741+0.4% | Added |
| Wedgewood Partners Inc | 185,289 | $31.7M | 7.59% | −144,673−43.8% | Reduced |
| Woodstock Corp | 185,185 | $31.7M | 3.98% | −3,253−1.7% | Reduced |
| Peachtree Investment Partners, LLC | 184,077 | $31.5M | 16.09% | −8,796−4.6% | Reduced |
| Csenge Advisory Group | 184,019 | $31.5M | 2.15% | −9,710−5.0% | Reduced |
| Kelly Lawrence W & Associates Inc | 183,851 | $31.5M | 8.45% | −565−0.3% | Reduced |
| Connors Investor Services Inc | 184,046 | $31.5M | 3.87% | −22,971−11.1% | Reduced |
| Close Asset Management Ltd | 183,045 | $31.3M | 1.62% | +10,844+6.3% | Added |
| Crake Asset Management LLP | 183,004 | $31.3M | 4.45% | −172,406−48.5% | Reduced |
| 1st Source Bank | 182,419 | $31.2M | 2.13% | −3,691−2.0% | Reduced |
| WP Advisors, LLC | 182,099 | $31.2M | 12.97% | −2,685−1.5% | Reduced |
| Harvest Fund Management Co., Ltd | 181,648 | $31.1M | 5.43% | +6,114+3.5% | Added |
| PFG Advisors | 181,391 | $31.1M | 2.79% | −47,050−20.6% | Reduced |
| Legacy Private Trust Co. | 181,157 | $31.0M | 2.67% | −2,352−1.3% | Reduced |
| Tudor Investment Corp Et Al | 180,667 | $30.9M | 0.45% | −125,139−40.9% | Reduced |
| Coastal Investment Advisors, Inc. | 159,016 | $30.8M | 7.09% | −17,630−10.0% | Reduced |
| Zhang Financial LLC | 178,457 | $30.8M | 3.12% | −272−0.2% | Reduced |
| CapWealth Advisors, LLC | 179,667 | $30.8M | 3.95% | −16,482−8.4% | Reduced |
| Bank of Hawaii | 179,488 | $30.7M | 1.77% | −462−0.3% | Reduced |
| Lazari Capital Management, Inc. | 179,315 | $30.7M | 18.31% | +338+0.2% | Added |
| Bedell Frazier Investment Counseling, LLC | 179,268 | $30.7M | 9.18% | −2,502−1.4% | Reduced |
| Anderson Hoagland & Co | 179,193 | $30.7M | 4.10% | +6,385+3.7% | Added |
| Coastline Trust Co | 179,190 | $30.7M | 4.52% | +6,361+3.7% | Added |
| Sargent Investment Group, LLC | 179,115 | $30.7M | 7.39% | +1,919+1.1% | Added |
| Wittenberg Investment Management, Inc. | 178,725 | $30.6M | 11.21% | −4,790−2.6% | Reduced |
| Westchester Capital Management, Inc. | 178,566 | $30.6M | 8.76% | −1,109−0.6% | Reduced |
| Core Alternative Capital | 178,487 | $30.6M | 4.71% | +5,528+3.2% | Added |
| Sage Capital Advisors,llc | 178,181 | $30.5M | 11.20% | +304+0.2% | Added |
| Callahan Advisors, LLC | 178,107 | $30.5M | 3.83% | −7,307−3.9% | Reduced |
| River Wealth Advisors LLC | 177,442 | $30.4M | 5.43% | +110+0.1% | Added |
| FourThought Financial Partners, LLC | 177,339 | $30.4M | 4.24% | −843−0.5% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 177,217 | $30.3M | 3.53% | −449−0.3% | Reduced |
| Ostrum Asset Management | 177,202 | $30.3M | 2.81% | −27,747−13.5% | Reduced |
| Balentine LLC | 176,940 | $30.3M | 1.01% | −5,737−3.1% | Reduced |
| Silicon Valley Capital Partners | 176,876 | $30.3M | 5.68% | +22,428+14.5% | Added |
| Avantax Planning Partners, Inc. | 176,570 | $30.2M | 1.26% | +1,034+0.6% | Added |
| Venturi Wealth Management, LLC | 176,508 | $30.2M | 2.38% | +878+0.5% | Added |
| Graves-Light Private Wealth Management, Inc. | 170,185 | $30.2M | 4.10% | −5,693−3.2% | Reduced |
| Capital Analysts, LLC | 176,069 | $30.1M | 1.68% | +2,747+1.6% | Added |
| Checchi Capital Advisers, LLC | 175,921 | $30.1M | 2.79% | −6,799−3.7% | Reduced |
| Lazard Freres Gestion S.A.S. | 176,191 | $30.1M | 0.96% | +17,209+10.8% | Added |
| Novare Capital Management LLC | 175,049 | $30.0M | 3.38% | −22,284−11.3% | Reduced |
| Trust Co of Virginia | 174,882 | $29.9M | 3.30% | −230.0% | Reduced |
| Woodmont Investment Counsel LLC | 174,692 | $29.9M | 3.17% | −2,440−1.4% | Reduced |
| De Burlo Group Inc | 174,336 | $29.8M | 5.19% | −3,812−2.1% | Reduced |
| Americana Partners, LLC | 158,734 | $29.8M | 3.22% | −3,740−2.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 174,079 | $29.8M | 2.60% | +4,260+2.5% | Added |
| Koshinski Asset Management, Inc. | 174,562 | $29.8M | 3.43% | +2,445+1.4% | Added |
| TrinityPoint Wealth, LLC | 173,882 | $29.8M | 5.93% | −1,823−1.0% | Reduced |
| Rothschild Capital Partners, LLC | 173,718 | $29.7M | 11.64% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 173,566 | $29.7M | 0.72% | +2,670+1.6% | Added |
| Grove Bank & Trust | 173,422 | $29.7M | 6.05% | +542+0.3% | Added |
| Nilsine Partners, LLC | 173,125 | $29.6M | 4.48% | +24,846+16.8% | Added |
| Trust Asset Management LLC | 173,054 | $29.6M | 3.19% | 00.0% | Unchanged |
| Wedmont Private Capital | 165,453 | $29.6M | 3.00% | +16,375+11.0% | Added |
| RFG Advisory, LLC | 172,823 | $29.6M | 1.32% | +20,737+13.6% | Added |
| Perennial Investment Advisors, LLC | 172,788 | $29.6M | 5.39% | +1,040+0.6% | Added |
| Arvest Trust Co N A | 172,613 | $29.6M | 1.93% | −1,170−0.7% | Reduced |
| Capital International Sarl | 172,573 | $29.5M | 1.35% | −22,022−11.3% | Reduced |
| Azzad Asset Management Inc | 172,452 | $29.5M | 4.18% | −1,451−0.8% | Reduced |
| Conway Capital Management, Inc. | 172,440 | $29.5M | 21.58% | −353−0.2% | Reduced |
| First Financial Bank - Trust Division | 172,283 | $29.5M | 3.24% | −13,735−7.4% | Reduced |
| Harvest Portfolios Group Inc. | 172,262 | $29.5M | 1.39% | −29,733−14.7% | Reduced |
| Sittner & Nelson, LLC | 172,242 | $29.5M | 16.99% | +133+0.1% | Added |
| Draper Asset Management, LLC | 172,109 | $29.5M | 31.36% | −13,005−7.0% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 171,813 | $29.4M | 6.27% | +5,994+3.6% | Added |
| Journey Advisory Group, LLC | 171,679 | $29.4M | 4.39% | −1,506−0.9% | Reduced |
| Ycg, LLC | 171,431 | $29.4M | 2.71% | +1,226+0.7% | Added |
| Empowered Funds, LLC | 171,320 | $29.3M | 0.86% | +26,080+18.0% | Added |
| Valley National Advisers Inc | 171,250 | $29.3M | 5.12% | −1,459−0.8% | Reduced |
| Capital Investment Advisory Services, LLC | 171,215 | $29.3M | 2.90% | −6,309−3.6% | Reduced |
| TruWealth Advisors, LLC | 170,949 | $29.3M | 2.52% | +4,278+2.6% | Added |
| Zullo Investment Group, Inc. | 170,895 | $29.3M | 17.14% | +4,209+2.5% | Added |
| Kiley Juergens Wealth Management, LLC | 170,877 | $29.3M | 10.56% | −5,265−3.0% | Reduced |
| Waters Parkerson & Co., LLC | 170,844 | $29.3M | 1.75% | −730−0.4% | Reduced |
| united american securities inc. (d/b/a uas asset management) | 170,714 | $29.2M | 8.94% | −3,086−1.8% | Reduced |
| Good Life Advisors, LLC | 170,379 | $29.2M | 3.34% | +9,218+5.7% | Added |
| Condor Capital Management | 169,903 | $29.1M | 3.57% | −379−0.2% | Reduced |
| KCS Wealth Advisory | 169,875 | $29.1M | 12.40% | −6,076−3.5% | Reduced |
| Te Ahumairangi Investment Management Ltd | 169,830 | $29.1M | 4.73% | −5,865−3.3% | Reduced |
| Valmark Advisers, Inc. | 169,493 | $29.0M | 0.60% | +445+0.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 169,436 | $29.0M | 1.96% | −1,204−0.7% | Reduced |
| Buckley Wealth Management, LLC | 169,170 | $29.0M | 10.84% | −10,843−6.0% | Reduced |
| Nadler Financial Group, Inc. | 168,947 | $28.9M | 4.38% | +80.0% | Added |
| Mitchell Capital Management Co | 168,510 | $28.9M | 6.85% | −710−0.4% | Reduced |
| Berger Financial Group, Inc | 168,302 | $28.8M | 3.31% | −2,398−1.4% | Reduced |
| Lakeview Capital Partners, LLC | 168,297 | $28.8M | 5.60% | −5,842−3.4% | Reduced |
| Cozad Asset Management Inc | 168,128 | $28.8M | 3.74% | +207+0.1% | Added |
| Linscomb & Williams, Inc. | 168,126 | $28.8M | 1.68% | −12,239−6.8% | Reduced |
| Marietta Investment Partners LLC | 167,956 | $28.8M | 8.06% | −2,319−1.4% | Reduced |