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 |
|---|---|---|---|---|---|
| Founders Financial Alliance, LLC | 131,692 | $22.5M | 9.85% | +218+0.2% | Added |
| Southland Equity Partners LLC | 131,609 | $22.5M | 7.75% | +370+0.3% | Added |
| Sigma Investment Counselors Inc | 131,416 | $22.5M | 1.70% | −2,241−1.7% | Reduced |
| Woodline Partners LP | 131,320 | $22.5M | 0.26% | +127,138+3,040.1% | Added |
| Edgestream Partners, L.P. | 130,867 | $22.4M | 1.78% | −31,811−19.6% | Reduced |
| Levin Capital Strategies, L.P. | 130,860 | $22.4M | 2.80% | −39,994−23.4% | Reduced |
| Chickasaw Capital Management LLC | 130,324 | $22.3M | 1.19% | −305−0.2% | Reduced |
| Winch Advisory Services, LLC | 130,288 | $22.3M | 8.18% | −4,475−3.3% | Reduced |
| Trustmark National Bank Trust Department | 130,204 | $22.3M | 2.20% | +11,588+9.8% | Added |
| San Luis Wealth Advisors LLC | 130,120 | $22.3M | 10.72% | −997−0.8% | Reduced |
| Elk River Wealth Management, LLC | 130,047 | $22.3M | 4.93% | +148+0.1% | Added |
| Ignite Planners, LLC | 127,151 | $22.2M | 6.79% | −5,599−4.2% | Reduced |
| Arrow Financial Corp | 129,787 | $22.2M | 2.60% | −6,157−4.5% | Reduced |
| DRW Securities, LLC | 129,738 | $22.2M | 1.77% | +35,680+37.9% | Added |
| L & S Advisors Inc | 129,645 | $22.2M | 3.19% | −6,478−4.8% | Reduced |
| Alley Investment Management Company, LLC | 129,319 | $22.1M | 3.76% | −510−0.4% | Reduced |
| Cornerstone Advisory, LLC | 129,311 | $22.1M | 3.87% | +746+0.6% | Added |
| LVW Advisors, LLC | 129,178 | $22.1M | 4.73% | +3,057+2.4% | Added |
| Regatta Capital Group, LLC | 128,700 | $22.0M | 6.99% | −1,861−1.4% | Reduced |
| Pettyjohn, Wood & White, Inc | 128,676 | $22.0M | 5.20% | −633−0.5% | Reduced |
| Lowell Blake & Associates Inc. | 128,661 | $22.0M | 6.21% | +324+0.3% | Added |
| Colonial Trust Co | 128,597 | $22.0M | 5.44% | −4,928−3.7% | Reduced |
| Ballast Advisors LLC | 128,262 | $22.0M | 8.76% | −12,381−8.8% | Reduced |
| TCI Wealth Advisors, Inc. | 128,064 | $21.9M | 2.80% | +18,226+16.6% | Added |
| Platform Technology Partners | 127,951 | $21.9M | 10.25% | +3,685+3.0% | Added |
| Gryphon Financial Partners LLC | 127,600 | $21.8M | 5.20% | +348+0.3% | Added |
| RPG Investment Advisory, LLC | 127,584 | $21.8M | 4.01% | −304−0.2% | Reduced |
| Parthenon LLC | 127,584 | $21.8M | 3.28% | −957−0.7% | Reduced |
| Intrua Financial, LLC | 127,450 | $21.8M | 3.95% | −2,510−1.9% | Reduced |
| Citizens National Bank Trust Department | 127,449 | $21.8M | 5.99% | −1,274−1.0% | Reduced |
| Noked Israel Ltd | 127,300 | $21.8M | 6.62% | +7,845+6.6% | Added |
| Atwood & Palmer Inc | 127,132 | $21.8M | 1.91% | +160+0.1% | Added |
| Leonteq Securities AG | 127,057 | $21.8M | 2.29% | +35,811+39.2% | Added |
| Peak Asset Management, LLC | 126,892 | $21.7M | 5.25% | −1,691−1.3% | Reduced |
| Money Concepts Capital Corp | 126,871 | $21.7M | 2.28% | −939−0.7% | Reduced |
| Parkside Financial Bank & Trust | 126,866 | $21.7M | 5.03% | +6,576+5.5% | Added |
| Capital Group Investment Management Pte. Ltd. | 126,855 | $21.7M | 1.41% | −35,350−21.8% | Reduced |
| Proequities, Inc. | 135,064 | $21.7M | 1.69% | −859−0.6% | Reduced |
| Gilder Gagnon Howe & Co LLC | 126,480 | $21.7M | 0.33% | −930−0.7% | Reduced |
| Bensler, LLC | 126,403 | $21.6M | 4.17% | +2,986+2.4% | Added |
| Harvey Capital Management Inc | 126,198 | $21.6M | 7.60% | +325+0.3% | Added |
| Clarity Wealth Advisors, LLC | 125,964 | $21.6M | 9.78% | +84+0.1% | Added |
| 1776 Wealth LLC | 125,861 | $21.5M | 11.39% | +850+0.7% | Added |
| Institute for Wealth Management, LLC. | 125,490 | $21.5M | 3.92% | −2,021−1.6% | Reduced |
| Tradition Wealth Management, LLC | 125,358 | $21.5M | 2.56% | −1,896−1.5% | Reduced |
| Wallington Asset Management, LLC | 124,922 | $21.4M | 3.89% | +200+0.2% | Added |
| Valicenti Advisory Services Inc | 124,760 | $21.4M | 7.29% | +3,795+3.1% | Added |
| Baader Bank INC | 124,926 | $21.4M | 1.94% | −42,295−25.3% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 124,600 | $21.3M | 8.03% | −3,000−2.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 124,337 | $21.3M | 6.33% | −67,837−35.3% | Reduced |
| Wealth Architects, LLC | 124,200 | $21.3M | 3.62% | −2,064−1.6% | Reduced |
| Quantum Private Wealth, LLC | 124,138 | $21.3M | 10.18% | +117+0.1% | Added |
| Pioneer Trust Bank N A | 123,839 | $21.2M | 7.03% | −14,499−10.5% | Reduced |
| Fundamentun, LLC | 123,769 | $21.2M | 3.17% | +3,457+2.9% | Added |
| Arcadia Investment Management Corp | 123,701 | $21.2M | 4.48% | −2,465−2.0% | Reduced |
| Arjuna Capital | 123,650 | $21.2M | 7.58% | +4,311+3.6% | Added |
| Searle & Co. | 123,626 | $21.2M | 7.20% | −200−0.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 123,529 | $21.1M | 2.67% | −22,019−15.1% | Reduced |
| Sepio Capital, LP | 123,454 | $21.1M | 1.83% | −1,578−1.3% | Reduced |
| Cypress Asset Management Inc | 123,506 | $21.1M | 7.07% | +4,591+3.9% | Added |
| Navalign, LLC | 123,409 | $21.1M | 8.02% | +2,262+1.9% | Added |
| Mark Asset Management LP | 123,209 | $21.1M | 3.98% | −23,534−16.0% | Reduced |
| J. W. Coons Advisors, LLC | 123,158 | $21.1M | 6.09% | −1,450−1.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 84,414 | $21.0M | 3.62% | −67,155−44.3% | Reduced |
| Romano Brothers and Company | 122,763 | $21.0M | 3.27% | −1,719−1.4% | Reduced |
| Hamilton Wealth, LLC | 122,737 | $21.0M | 7.53% | +2,223+1.8% | Added |
| Mark Stevens | 122,722 | $21.0M | 2.81% | −6,398−5.0% | Reduced |
| Summit X, LLC | 122,671 | $21.0M | 6.67% | −15,683−11.3% | Reduced |
| Concentrum Wealth Management | 122,438 | $21.0M | 12.68% | +1,029+0.8% | Added |
| Legacy Trust | 122,416 | $21.0M | 6.09% | −1,472−1.2% | Reduced |
| Trifecta Capital Advisors, LLC | 122,369 | $21.0M | 6.73% | +485+0.4% | Added |
| Canal Capital Management, LLC | 122,330 | $20.9M | 4.27% | +610+0.5% | Added |
| Cyrus J. Lawrence, LLC | 122,245 | $20.9M | 5.74% | +2,659+2.2% | Added |
| AFS Financial Group, LLC | 122,237 | $20.9M | 14.30% | −502−0.4% | Reduced |
| Security National Bank | 122,603 | $20.9M | 5.87% | −4,039−3.2% | Reduced |
| Consolidated Portfolio Review Corp | 122,144 | $20.9M | 5.07% | +545+0.4% | Added |
| Redwood Investment Management, LLC | 121,782 | $20.9M | 1.82% | +65,091+114.8% | Added |
| Conning Inc. | 121,654 | $20.8M | 0.76% | −5,712−4.5% | Reduced |
| Quent Capital, LLC | 121,611 | $20.8M | 3.25% | +2,199+1.8% | Added |
| Acorn Financial Advisory Services Inc | 121,361 | $20.8M | 3.72% | +2,498+2.1% | Added |
| Financial Avengers, Inc. | 121,492 | $20.8M | 13.90% | +4,032+3.4% | Added |
| Broderick Brian C | 121,127 | $20.7M | 5.71% | −742−0.6% | Reduced |
| Edge Capital Group, LLC | 121,044 | $20.7M | 1.34% | −50,327−29.4% | Reduced |
| Eudaimonia Partners, LLC | 121,026 | $20.7M | 5.02% | −1,325−1.1% | Reduced |
| Occidental Asset Management, LLC | 120,514 | $20.6M | 4.78% | −6,323−5.0% | Reduced |
| Millennium Capital Advisors, LLC | 120,497 | $20.6M | 17.61% | −2,185−1.8% | Reduced |
| Simmons Bank | 120,409 | $20.6M | 1.83% | −2,046−1.7% | Reduced |
| Chelsea Counsel Co | 120,214 | $20.6M | 10.59% | −1,028−0.8% | Reduced |
| Wells Trecaso Financial Group, LLC | 120,188 | $20.6M | 9.15% | −1,218−1.0% | Reduced |
| RBF Capital, LLC | 120,000 | $20.5M | 1.36% | 00.0% | Unchanged |
| Martin Investment Management, LLC | 119,999 | $20.5M | 6.16% | −4,762−3.8% | Reduced |
| Old Mission Investment Co LLC | 119,944 | $20.5M | 7.98% | −246−0.2% | Reduced |
| King Wealth | 119,916 | $20.5M | 4.33% | −491−0.4% | Reduced |
| Fulcrum Capital LLC | 119,899 | $20.5M | 5.96% | −1,583−1.3% | Reduced |
| Galvin, Gaustad & Stein, LLC | 119,847 | $20.5M | 2.08% | −7,503−5.9% | Reduced |
| Team Hewins, LLC | 119,708 | $20.5M | 4.71% | +119,708 | New |
| Beach Investment Counsel Inc | 119,570 | $20.5M | 2.56% | −5,420−4.3% | Reduced |
| Main Street Financial Solutions, LLC | 119,415 | $20.4M | 2.90% | −24,134−16.8% | Reduced |
| First Western Trust Bank | 119,189 | $20.4M | 1.10% | −11,609−8.9% | Reduced |
| STF Management LP | 119,140 | $20.4M | 10.83% | +57,742+94.0% | Added |