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 |
|---|---|---|---|---|---|
| Godsey & Gibb Associates | 167,891 | $28.7M | 3.53% | −4,228−2.5% | Reduced |
| Gladius Capital Management LP | 167,833 | $28.7M | 8.25% | +167,833 | New |
| Mill Creek Capital Advisors, LLC | 167,750 | $28.7M | 0.95% | −5,656−3.3% | Reduced |
| Capstone Financial Advisors, Inc. | 167,542 | $28.7M | 2.26% | +5,227+3.2% | Added |
| Westmount Partners, LLC | 167,422 | $28.7M | 12.63% | +2,182+1.3% | Added |
| Strategic Wealth Designers | 167,322 | $28.6M | 5.19% | +11,591+7.4% | Added |
| Solidarilty Wealth, LLC | 166,981 | $28.6M | 10.36% | +32,312+24.0% | Added |
| Capula Management Ltd | 166,852 | $28.6M | 1.86% | +166,852 | New |
| IPG Investment Advisors LLC | 166,802 | $28.6M | 6.29% | +7,235+4.5% | Added |
| Vantage Investment Partners, LLC | 166,073 | $28.4M | 3.73% | −31,670−16.0% | Reduced |
| Northstar Group, Inc. | 165,933 | $28.4M | 6.73% | −333−0.2% | Reduced |
| Sander Capital Advisors Inc | 165,761 | $28.4M | 16.46% | +296+0.2% | Added |
| American National Bank | 165,608 | $28.4M | 4.83% | −3,563−2.1% | Reduced |
| Lyell Wealth Management, LP | 165,253 | $28.3M | 3.81% | −91−0.1% | Reduced |
| One Wealth Advisors, LLC | 165,244 | $28.3M | 6.29% | −8,361−4.8% | Reduced |
| Continuum Advisory, LLC | 194,047 | $28.3M | 4.53% | −417−0.2% | Reduced |
| EverSource Wealth Advisors, LLC | 164,956 | $28.2M | 3.00% | +1,591+1.0% | Added |
| Winning Points Advisors, LLC | 145,531 | $28.2M | 49.99% | −1,768−1.2% | Reduced |
| Cabot Wealth Management Inc | 164,634 | $28.2M | 4.32% | −174−0.1% | Reduced |
| Private Trust Co NA | 164,391 | $28.1M | 3.71% | −16,947−9.3% | Reduced |
| Smith, Moore & Co. | 164,338 | $28.1M | 3.71% | +6,204+3.9% | Added |
| Oversea-Chinese Banking CORP Ltd | 163,859 | $28.0M | 1.29% | −230,241−58.4% | Reduced |
| Summit Financial, LLC | 163,640 | $28.0M | 2.07% | +17,936+12.3% | Added |
| Staley Capital Advisers Inc | 163,192 | $27.9M | 1.54% | +890+0.5% | Added |
| Schmidt P J Investment Management Inc | 159,212 | $27.9M | 5.99% | −1,097−0.7% | Reduced |
| CoreCap Advisors, LLC | 163,037 | $27.9M | 2.01% | +16,674+11.4% | Added |
| Glassman Wealth Services | 162,909 | $27.9M | 4.50% | +14,134+9.5% | Added |
| Winthrop Advisory Group LLC | 162,870 | $27.9M | 4.58% | −1,751−1.1% | Reduced |
| Centre Asset Management, LLC | 162,723 | $27.9M | 6.79% | −9,103−5.3% | Reduced |
| Ronald Blue Trust, Inc. | 143,501 | $27.8M | 0.42% | +5,981+4.3% | Added |
| Vontobel Asset Management Inc | 162,552 | $27.8M | 0.18% | −3,852−2.3% | Reduced |
| Clarkston Capital Partners, LLC | 162,143 | $27.8M | 0.55% | −340−0.2% | Reduced |
| Soltis Investment Advisors LLC | 162,072 | $27.7M | 3.57% | −6,468−3.8% | Reduced |
| Hunter Associates Investment Management LLC | 161,998 | $27.7M | 5.64% | −11,985−6.9% | Reduced |
| David Loasby | 159,404 | $27.7M | 3.07% | +9,156+6.1% | Added |
| Knuff & Co LLC | 161,669 | $27.7M | 11.03% | −127−0.1% | Reduced |
| Cigna Investments Inc | 161,452 | $27.6M | 6.35% | −21,141−11.6% | Reduced |
| TRUE Private Wealth Advisors | 161,063 | $27.6M | 3.83% | −2,192−1.3% | Reduced |
| Gamco Investors, Inc. Et Al | 161,039 | $27.6M | 0.32% | −2,605−1.6% | Reduced |
| Mechanics Bank Trust Department | 160,673 | $27.5M | 4.59% | −1,188−0.7% | Reduced |
| Meitav Dash Investments Ltd | 160,379 | $27.5M | 0.45% | −771,879−82.8% | Reduced |
| First National Bank & Trust Co of Newtown | 160,606 | $27.5M | 6.28% | −2,379−1.5% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 160,522 | $27.5M | 9.33% | −713−0.4% | Reduced |
| MayTech Global Investments, LLC | 160,282 | $27.4M | 6.39% | −36,526−18.6% | Reduced |
| Bourne Lent Asset Management Inc | 159,777 | $27.4M | 12.05% | −7,360−4.4% | Reduced |
| Smithbridge Asset Management Inc | 159,380 | $27.3M | 6.77% | −6,289−3.8% | Reduced |
| Northern Oak Wealth Management Inc | 159,299 | $27.3M | 3.39% | −2,373−1.5% | Reduced |
| Tiedemann Advisors, LLC | 158,695 | $27.2M | 1.16% | +2,551+1.6% | Added |
| Private Asset Management Inc | 158,625 | $27.2M | 6.38% | −27,800−14.9% | Reduced |
| Montis Financial, LLC | 157,893 | $27.0M | 18.11% | +3,000+1.9% | Added |
| D L Carlson Investment Group Inc | 157,847 | $27.0M | 5.45% | −3,523−2.2% | Reduced |
| Sand Hill Global Advisors, LLC | 157,273 | $26.9M | 1.48% | −2,110−1.3% | Reduced |
| Qtron Investments LLC | 157,130 | $26.9M | 5.13% | −427−0.3% | Reduced |
| Cumberland Partners Ltd | 156,841 | $26.9M | 2.58% | +27,349+21.1% | Added |
| James Investment Research Inc | 156,763 | $26.8M | 3.54% | −104−0.1% | Reduced |
| South Street Advisors LLC | 156,628 | $26.8M | 5.39% | +284+0.2% | Added |
| Clarius Group, LLC | 156,609 | $26.8M | 2.56% | −38,343−19.7% | Reduced |
| Diamant Asset Management, Inc. | 156,568 | $26.8M | 22.05% | −1,347−0.9% | Reduced |
| Oak Asset Management, LLC | 156,153 | $26.7M | 11.48% | −350−0.2% | Reduced |
| Wealthsource Partners, LLC | 155,549 | $26.6M | 1.82% | −15,630−9.1% | Reduced |
| Capstone Investment Advisors, LLC | 155,487 | $26.6M | 0.71% | +155,486+15,548,600.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 155,392 | $26.6M | 7.84% | −978−0.6% | Reduced |
| Hollencrest Capital Management | 155,211 | $26.6M | 3.01% | +418+0.3% | Added |
| Chemistry Wealth Management LLC | 155,149 | $26.6M | 8.77% | +5,155+3.4% | Added |
| Kavar Capital Partners Group, LLC | 155,065 | $26.5M | 5.76% | −254−0.2% | Reduced |
| Country Club Bank | 155,294 | $26.5M | 2.16% | −2,840−1.8% | Reduced |
| Greenwood Capital Associates LLC | 154,389 | $26.4M | 3.84% | +495+0.3% | Added |
| Hutchinson Capital Management | 153,946 | $26.4M | 6.19% | −2,148−1.4% | Reduced |
| Litman Gregory Asset Management LLC | 153,841 | $26.3M | 2.72% | +149,999+3,904.2% | Added |
| Gifford Fong Associates | 153,670 | $26.3M | 6.29% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 153,574 | $26.3M | 3.47% | −2,019−1.3% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 153,400 | $26.3M | 11.40% | −820−0.5% | Reduced |
| Signet Financial Management, LLC | 153,081 | $26.2M | 4.33% | −8,308−5.1% | Reduced |
| Waycross Partners, LLC | 152,996 | $26.2M | 5.79% | −230.0% | Reduced |
| Fiduciary Alliance LLC | 152,524 | $26.1M | 6.03% | +2,070+1.4% | Added |
| Westwood Wealth Management | 152,504 | $26.1M | 20.44% | −8,081−5.0% | Reduced |
| Strategic Blueprint, LLC | 152,344 | $26.1M | 2.40% | +6,340+4.3% | Added |
| XML Financial, LLC | 152,243 | $26.1M | 3.12% | +489+0.3% | Added |
| BetterWealth, LLC | 152,239 | $26.1M | 10.50% | +2,010+1.3% | Added |
| Applied Finance Capital Management, LLC | 152,166 | $26.1M | 2.83% | −16,359−9.7% | Reduced |
| Oxbow Advisors, LLC | 151,955 | $26.0M | 4.10% | −1,443−0.9% | Reduced |
| Buckingham Capital Management, Inc. | 151,851 | $26.0M | 3.96% | −2,238−1.5% | Reduced |
| Segment Wealth Management, LLC | 151,525 | $25.9M | 2.64% | +4,937+3.4% | Added |
| Ascent Wealth Partners, LLC | 151,313 | $25.9M | 4.77% | −2,686−1.7% | Reduced |
| Terril Brothers, Inc. | 151,257 | $25.9M | 12.55% | +499+0.3% | Added |
| West Coast Financial LLC | 150,997 | $25.9M | 3.86% | +1,616+1.1% | Added |
| Goelzer Investment Management, Inc. | 150,833 | $25.8M | 1.82% | −1,625−1.1% | Reduced |
| Manitou Investment Management Ltd. | 150,529 | $25.8M | 6.12% | −1,055−0.7% | Reduced |
| Mairs & Power Inc | 150,504 | $25.8M | 0.30% | −219−0.1% | Reduced |
| Capital Asset Advisory Services LLC | 142,577 | $25.6M | 1.76% | +6,072+4.4% | Added |
| Greatmark Investment Partners, Inc. | 149,727 | $25.6M | 4.53% | −34,095−18.5% | Reduced |
| Centaurus Financial, Inc. | 149,270 | $25.6M | 2.22% | +6,622+4.6% | Added |
| Intrust Bank NA | 149,195 | $25.5M | 3.26% | −5,066−3.3% | Reduced |
| NTV Asset Management LLC | 149,158 | $25.5M | 4.63% | +1,852+1.3% | Added |
| Bennett Selby Investments LP | 149,064 | $25.5M | 14.89% | −95−0.1% | Reduced |
| Sterling Investment Advisors, Ltd. | 149,061 | $25.5M | 8.91% | −4,014−2.6% | Reduced |
| Wealthcare Advisory Partners LLC | 148,902 | $25.5M | 1.17% | +1,303+0.9% | Added |
| Somerville Kurt F | 148,883 | $25.5M | 5.12% | −1,444−1.0% | Reduced |
| Wellington Shields Capital Management, LLC | 148,675 | $25.5M | 3.36% | −3,106−2.0% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 148,543 | $25.4M | 0.05% | −4,769−3.1% | Reduced |