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 |
|---|---|---|---|---|---|
| BBR Partners, LLC | 148,479 | $25.4M | 2.86% | +14,084+10.5% | Added |
| Harbor Advisors LLC | 148,400 | $25.4M | 5.44% | 00.0% | Unchanged |
| Hemington Wealth Management | 148,374 | $25.4M | 12.08% | −2,409−1.6% | Reduced |
| Hills Bank & Trust Co | 148,202 | $25.4M | 2.95% | −4,861−3.2% | Reduced |
| Whalerock Point Partners, LLC | 148,155 | $25.4M | 8.79% | +304+0.2% | Added |
| Rowland & Co Investment Counsel | 147,980 | $25.3M | 6.25% | −1,042−0.7% | Reduced |
| IFG Advisory, LLC | 147,957 | $25.3M | 2.14% | +1,234+0.8% | Added |
| Monetary Management Group Inc | 147,653 | $25.3M | 8.43% | −8,770−5.6% | Reduced |
| Sanders Morris Harris LLC | 146,557 | $25.3M | 5.19% | +18,173+14.2% | Added |
| Martin Capital Advisors, LLP | 147,568 | $25.3M | 24.59% | −90−0.1% | Reduced |
| Kidder Stephen W | 147,467 | $25.2M | 8.76% | −1,350−0.9% | Reduced |
| Cornerstone Wealth Group, LLC | 147,402 | $25.2M | 4.48% | −6,241−4.1% | Reduced |
| J Arnold Wealth Management Co | 147,381 | $25.2M | 10.21% | +147,381 | New |
| SevenBridge Financial Group, LLC | 147,214 | $25.2M | 6.51% | +1,041+0.7% | Added |
| Hilton Capital Management, LLC | 146,977 | $25.2M | 3.35% | −21,551−12.8% | Reduced |
| Quadrant Private Wealth Management, LLC | 146,494 | $25.1M | 8.44% | −2,969−2.0% | Reduced |
| American Money Management, LLC | 146,488 | $25.1M | 6.41% | −520−0.4% | Reduced |
| United Asset Strategies, Inc. | 146,241 | $25.0M | 3.24% | +440+0.3% | Added |
| Ardent Capital Management, Inc. | 146,059 | $25.0M | 14.11% | +3,979+2.8% | Added |
| Grand Jean Capital Management Inc | 133,064 | $25.0M | 7.77% | −50.0% | Reduced |
| SageView Advisory Group, LLC | 145,872 | $25.0M | 1.43% | +3,482+2.4% | Added |
| Pure Financial Advisors, Inc. | 145,611 | $24.9M | 1.02% | +13,880+10.5% | Added |
| Hayek Kallen Investment Management | 145,516 | $24.9M | 11.16% | −2,069−1.4% | Reduced |
| First Hawaiian Bank | 145,501 | $24.9M | 0.85% | +914+0.6% | Added |
| Foster Group, Inc. | 145,366 | $24.9M | 1.52% | +4,089+2.9% | Added |
| Hudson Valley Investment Advisors Inc | 145,147 | $24.9M | 3.50% | −6,805−4.5% | Reduced |
| Howe & Rusling Inc | 144,802 | $24.8M | 2.93% | −11,488−7.4% | Reduced |
| RNC Capital Management LLC | 144,586 | $24.8M | 1.54% | −20,508−12.4% | Reduced |
| Front Row Advisors LLC | 144,191 | $24.7M | 11.38% | −297−0.2% | Reduced |
| Canandaigua National Bank & Trust Co | 144,018 | $24.7M | 3.99% | −1,528−1.0% | Reduced |
| Addenda Capital Inc. | 143,557 | $24.6M | 1.07% | −5,834−3.9% | Reduced |
| Dundas Partners LLP | 143,464 | $24.6M | 2.41% | −57,431−28.6% | Reduced |
| Covington Investment Advisors Inc. | 143,332 | $24.5M | 5.03% | −666−0.5% | Reduced |
| Zevin Asset Management LLC | 143,152 | $24.5M | 4.93% | +9,973+7.5% | Added |
| JFS Wealth Advisors, LLC | 143,060 | $24.5M | 2.31% | +9,882+7.4% | Added |
| ExodusPoint Capital Management, LP | 143,050 | $24.5M | 0.31% | −50,176−26.0% | Reduced |
| Lodestar Private Asset Management LLC | 143,007 | $24.5M | 4.19% | −979−0.7% | Reduced |
| MidWestOne Financial Group, Inc. | 142,726 | $24.4M | 5.54% | +520+0.4% | Added |
| Cooper Financial Group | 142,660 | $24.4M | 5.87% | +4,838+3.5% | Added |
| Resolute Wealth Strategies, LLC | 142,307 | $24.4M | 18.22% | −1,267−0.9% | Reduced |
| Princeton Capital Management LLC | 142,128 | $24.3M | 11.21% | −14,058−9.0% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 141,853 | $24.3M | 7.17% | −10,215−6.7% | Reduced |
| Laidlaw Wealth Management LLC | 141,844 | $24.3M | 8.03% | −56,800−28.6% | Reduced |
| Verity & Verity, LLC | 141,413 | $24.2M | 3.03% | +756+0.5% | Added |
| Ironwood Investment Counsel, LLC | 141,293 | $24.2M | 5.72% | +8,580+6.5% | Added |
| Regal Investment Advisors LLC | 140,773 | $24.1M | 2.08% | +5,393+4.0% | Added |
| Overbrook Management Corp | 140,635 | $24.1M | 5.61% | +5,220+3.9% | Added |
| New Hampshire Trust | 140,601 | $24.1M | 6.54% | −2,436−1.7% | Reduced |
| Financial Advisory Service, Inc. | 140,363 | $24.0M | 2.57% | +140,363 | New |
| Confluence Wealth Services, Inc. | 140,244 | $24.0M | 4.74% | +1,660+1.2% | Added |
| Ironvine Capital Partners, LLC | 140,202 | $24.0M | 3.08% | −1,626−1.1% | Reduced |
| Rehmann Capital Advisory Group | 140,102 | $24.0M | 2.23% | −3,305−2.3% | Reduced |
| Matrix Asset Advisors Inc | 139,859 | $23.9M | 3.41% | −3,229−2.3% | Reduced |
| Freemont Management S.A. | 139,700 | $23.9M | 3.85% | −23,600−14.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 139,340 | $23.9M | 5.23% | −23,070−14.2% | Reduced |
| City Holding Co | 139,065 | $23.8M | 4.24% | −1,767−1.3% | Reduced |
| Chicago Trust Co NA | 139,023 | $23.8M | 5.98% | −2,798−2.0% | Reduced |
| JCIC Asset Management Inc. | 138,694 | $23.7M | 12.02% | −3,962−2.8% | Reduced |
| True North Advisors, LLC | 138,564 | $23.7M | 7.31% | −458−0.3% | Reduced |
| Ithaka Group LLC | 138,183 | $23.7M | 5.45% | −4,947−3.5% | Reduced |
| Pitcairn Co | 138,150 | $23.7M | 1.98% | +10,967+8.6% | Added |
| West Branch Capital LLC | 138,036 | $23.6M | 12.40% | −1,588−1.1% | Reduced |
| PKO Investment Management Joint-Stock Co | 138,000 | $23.6M | 3.20% | +16,000+13.1% | Added |
| GPS Wealth Strategies Group, LLC | 137,650 | $23.6M | 4.53% | +1,709+1.3% | Added |
| Abner Herrman & Brock LLC | 137,624 | $23.6M | 3.61% | −5,165−3.6% | Reduced |
| Fidelis Capital Partners, LLC | 137,557 | $23.5M | 8.05% | +31,160+29.3% | Added |
| Laurel Wealth Advisors LLC | 137,458 | $23.5M | 5.02% | −4,714−3.3% | Reduced |
| Guinness Asset Management LTD | 137,396 | $23.5M | 0.54% | +7,706+5.9% | Added |
| Bridgewater Advisors Inc. | 137,386 | $23.5M | 3.77% | −2,700−1.9% | Reduced |
| Monograph Wealth Advisors, LLC | 137,340 | $23.5M | 4.65% | +4,792+3.6% | Added |
| CX Institutional | 137,041 | $23.5M | 1.29% | −13,507−9.0% | Reduced |
| Hoertkorn Richard Charles | 136,935 | $23.4M | 11.73% | −221−0.2% | Reduced |
| CIC Wealth, LLC | 136,610 | $23.4M | 8.38% | −743−0.5% | Reduced |
| Atomi Financial Group, Inc. | 136,532 | $23.4M | 7.80% | +16,919+14.1% | Added |
| Semus Wealth Partners LLC | 136,460 | $23.4M | 21.76% | +338+0.2% | Added |
| CFO4Life Group, LLC | 136,232 | $23.3M | 5.38% | −2,575−1.9% | Reduced |
| Nicollet Investment Management, Inc. | 136,189 | $23.3M | 10.44% | −6,128−4.3% | Reduced |
| Oxford Financial Group Ltd | 136,155 | $23.3M | 2.03% | −5,990−4.2% | Reduced |
| NWF Advisory Services Inc. | 135,897 | $23.3M | 5.48% | +3,633+2.7% | Added |
| Clarity Financial LLC | 135,418 | $23.2M | 3.97% | +83,673+161.7% | Added |
| Private Advisory Group LLC | 135,306 | $23.2M | 4.58% | +8,615+6.8% | Added |
| Strategic Global Advisors, LLC | 135,260 | $23.2M | 3.85% | −6,900−4.9% | Reduced |
| LSV Asset Management | 135,100 | $23.1M | 0.05% | −11,200−7.7% | Reduced |
| Sowa Financial Group, Inc. | 135,078 | $23.1M | 17.37% | −1,690−1.2% | Reduced |
| Copeland Capital Management, LLC | 135,049 | $23.1M | 0.50% | −3,567−2.6% | Reduced |
| Benin Management CORP | 134,998 | $23.1M | 8.57% | −192−0.1% | Reduced |
| Verition Fund Management LLC | 134,901 | $23.1M | 0.31% | +66,788+98.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 134,709 | $23.1M | 3.73% | −477−0.4% | Reduced |
| Madison Wealth Management | 134,655 | $23.1M | 4.85% | −356−0.3% | Reduced |
| McKinley Carter Wealth Services, Inc. | 134,590 | $23.0M | 1.83% | −3,779−2.7% | Reduced |
| Johnson Financial Group, Inc. | 134,275 | $23.0M | 1.60% | −1,798−1.3% | Reduced |
| Beck Mack & Oliver LLC | 134,263 | $23.0M | 0.60% | −2,955−2.2% | Reduced |
| Fairview Capital Investment Management, LLC | 134,248 | $23.0M | 1.47% | −3,323−2.4% | Reduced |
| Selway Asset Management | 134,014 | $22.9M | 10.56% | −8,680−6.1% | Reduced |
| Cypress Wealth Services, LLC | 133,876 | $22.9M | 6.35% | −3,820−2.8% | Reduced |
| CCM Investment Advisers LLC | 133,363 | $22.8M | 3.15% | −4,650−3.4% | Reduced |
| Augustine Asset Management Inc | 133,324 | $22.8M | 10.54% | −2,522−1.9% | Reduced |
| Arlington Financial Advisors, LLC | 133,042 | $22.8M | 8.07% | +1,183+0.9% | Added |
| Daniels&Tansey,LLP | 91,002 | $22.7M | 13.59% | +87,808+2,749.2% | Added |
| Perennial Advisors, LLC | 131,806 | $22.6M | 6.09% | +595+0.5% | Added |