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 |
|---|---|---|---|---|---|
| Cardiff Park Advisors, LLC | 118,909 | $20.4M | 2.57% | −994−0.8% | Reduced |
| Clough Capital Partners L P | 118,870 | $20.4M | 2.18% | +48,010+67.8% | Added |
| Golden State Equity Partners | 118,740 | $20.3M | 5.67% | −356−0.3% | Reduced |
| Nicholas Hoffman & Company, LLC. | 118,510 | $20.3M | 1.50% | −362−0.3% | Reduced |
| Prestige Wealth Management Group LLC | 118,381 | $20.3M | 5.00% | +2,117+1.8% | Added |
| TD Private Client Wealth LLC | 118,031 | $20.3M | 0.88% | +230+0.2% | Added |
| Legacy Advisors, LLC | 118,123 | $20.2M | 3.26% | +8,712+8.0% | Added |
| Guardian Investment Management | 118,092 | $20.2M | 18.52% | −500.0% | Reduced |
| Patton Albertson Miller Group, LLC | 117,875 | $20.2M | 3.96% | +1,200+1.0% | Added |
| Symmetry Partners, LLC | 117,865 | $20.2M | 1.09% | −11,145−8.6% | Reduced |
| GenTrust, LLC | 117,801 | $20.2M | 1.42% | +100+0.1% | Added |
| JB Capital LLC | 117,755 | $20.2M | 1.70% | +6,214+5.6% | Added |
| Plimoth Trust Co LLC | 117,331 | $20.1M | 6.29% | −989−0.8% | Reduced |
| Jamison Private Wealth Management, Inc. | 117,225 | $20.1M | 4.15% | +117,225 | New |
| Brady Family Wealth, LLC | 117,038 | $20.0M | 7.75% | −80.0% | Reduced |
| Plancorp, LLC | 116,750 | $20.0M | 1.07% | +21,470+22.5% | Added |
| Scott & Selber, Inc. | 116,320 | $19.9M | 8.24% | −260−0.2% | Reduced |
| Morningstar Investment Management LLC | 116,095 | $19.9M | 2.73% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 116,044 | $19.9M | 3.83% | −948−0.8% | Reduced |
| Abacus Planning Group, Inc. | 115,862 | $19.8M | 4.83% | −880−0.8% | Reduced |
| AIA Group Ltd | 115,798 | $19.8M | 0.97% | +29,525+34.2% | Added |
| Bellecapital International Ltd. | 115,684 | $19.8M | 4.97% | −1,003−0.9% | Reduced |
| Westover Capital Advisors, LLC | 115,664 | $19.8M | 7.17% | −7,041−5.7% | Reduced |
| CMH Wealth Management LLC | 115,466 | $19.8M | 5.53% | +3,313+3.0% | Added |
| Garde Capital, Inc. | 115,235 | $19.7M | 1.68% | −1,600−1.4% | Reduced |
| Smith Anglin Financial, LLC | 115,206 | $19.7M | 2.40% | −1,601−1.4% | Reduced |
| Janney Capital Management LLC | 114,914 | $19.7M | 1.51% | +198+0.2% | Added |
| Shepherd Financial Partners LLC | 114,801 | $19.7M | 3.08% | +24,318+26.9% | Added |
| Sentinel Trust Co Lba | 114,794 | $19.7M | 2.79% | +3,485+3.1% | Added |
| Willis Investment Counsel | 114,533 | $19.6M | 1.48% | 00.0% | Unchanged |
| Farmers Trust Co | 114,511 | $19.6M | 4.52% | +2,409+2.1% | Added |
| Brown Miller Wealth Management, LLC | 114,458 | $19.6M | 10.94% | −910−0.8% | Reduced |
| FORA Capital, LLC | 114,320 | $19.6M | 1.72% | +114,320 | New |
| Absher Wealth Management, LLC | 114,305 | $19.6M | 3.26% | +1,141+1.0% | Added |
| StoneX Group Inc. | 114,185 | $19.5M | 2.12% | +3,416+3.1% | Added |
| Peddock Capital Advisors, LLC | 114,185 | $19.5M | 6.52% | −926−0.8% | Reduced |
| RMR Wealth Builders | 114,057 | $19.5M | 3.12% | +8,662+8.2% | Added |
| Biechele Royce Advisors | 114,036 | $19.5M | 7.20% | −1,612−1.4% | Reduced |
| Anchor Investment Management, LLC | 113,816 | $19.5M | 2.54% | +3,449+3.1% | Added |
| Callan Capital, LLC | 113,727 | $19.5M | 2.08% | +11,562+11.3% | Added |
| Jackson Square Capital, LLC | 113,506 | $19.4M | 7.80% | +16,038+16.5% | Added |
| Haverford Financial Services, Inc. | 113,494 | $19.4M | 6.26% | −9,087−7.4% | Reduced |
| Oak Associates, Ltd | 113,262 | $19.4M | 1.61% | −109,278−49.1% | Reduced |
| Nikko Asset Management Americas, Inc. | 113,232 | $19.4M | 0.23% | −5,357−4.5% | Reduced |
| Warther Private Wealth, LLC | 112,865 | $19.3M | 12.84% | −3,938−3.4% | Reduced |
| Pinnacle Family Advisors, LLC | 112,826 | $19.3M | 11.07% | −61−0.1% | Reduced |
| Aire Advisors, LLC | 112,761 | $19.3M | 5.17% | +3,962+3.6% | Added |
| Whitener Capital Management, Inc. | 112,605 | $19.3M | 7.72% | −1,310−1.1% | Reduced |
| Innovis Asset Management LLC | 112,607 | $19.3M | 7.42% | −524−0.5% | Reduced |
| Magnus Financial Group LLC | 112,470 | $19.3M | 2.81% | +949+0.9% | Added |
| 9258 Wealth Management, LLC | 112,297 | $19.2M | 3.74% | −2,252−2.0% | Reduced |
| Tufton Capital Management | 112,172 | $19.2M | 4.28% | −491−0.4% | Reduced |
| Jessup Wealth Management, Inc | 112,054 | $19.2M | 11.05% | −2,286−2.0% | Reduced |
| Claro Advisors LLC | 112,046 | $19.2M | 4.80% | −1,456−1.3% | Reduced |
| Pictet North America Advisors SA | 111,830 | $19.1M | 2.72% | −30,910−21.7% | Reduced |
| Motco | 111,755 | $19.1M | 1.31% | −7,210−6.1% | Reduced |
| Financial Partners Group, Inc | 104,885 | $19.1M | 3.94% | +1,196+1.2% | Added |
| Mattern Wealth Management LLC | 111,662 | $19.1M | 5.60% | +11,215+11.2% | Added |
| Ibex Wealth Advisors | 111,634 | $19.1M | 4.86% | +111,634 | New |
| Marietta Wealth Management, LLC | 111,476 | $19.1M | 3.79% | −4,786−4.1% | Reduced |
| Prairie Sky Financial Group LLC | 111,399 | $19.1M | 13.42% | −144−0.1% | Reduced |
| Lathrop Investment Management Corp | 111,250 | $19.0M | 4.10% | +320.0% | Added |
| Chapin Davis, Inc. | 111,200 | $19.0M | 9.09% | +1,153+1.0% | Added |
| Lester Murray Antman dba SimplyRich | 111,054 | $19.0M | 9.22% | −167−0.2% | Reduced |
| Broadleaf Partners, LLC | 111,006 | $19.0M | 6.35% | −591−0.5% | Reduced |
| Balyasny Asset Management LLC | 110,934 | $19.0M | 0.05% | +231+0.2% | Added |
| Regent Peak Wealth Advisors LLC | 110,855 | $19.0M | 5.80% | +548+0.5% | Added |
| Oak Harvest Investment Services | 110,699 | $19.0M | 4.01% | +38,500+53.3% | Added |
| Cornell Pochily Investment Advisors, Inc. | 110,693 | $19.0M | 8.26% | +2,645+2.4% | Added |
| Moloney Securities Asset Management, LLC | 110,111 | $18.9M | 3.40% | −4,750−4.1% | Reduced |
| Benedict Financial Advisors Inc | 109,551 | $18.8M | 5.42% | −2,538−2.3% | Reduced |
| Wellington Shields & Co., LLC | 109,497 | $18.7M | 4.69% | −1,491−1.3% | Reduced |
| Cim, LLC | 109,019 | $18.7M | 3.56% | +3,931+3.7% | Added |
| Bogart Wealth, LLC | 108,893 | $18.6M | 1.15% | −3,615−3.2% | Reduced |
| Cyndeo Wealth Partners, LLC | 108,696 | $18.6M | 1.94% | +3,264+3.1% | Added |
| Paulson Wealth Management Inc. | 108,688 | $18.6M | 6.51% | +691+0.6% | Added |
| Mitchell Sinkler & Starr | 108,681 | $18.6M | 5.72% | +6,391+6.2% | Added |
| RKL Wealth Management LLC | 108,624 | $18.6M | 2.28% | −2,262−2.0% | Reduced |
| Slow Capital, Inc. | 108,486 | $18.6M | 3.41% | −2,654−2.4% | Reduced |
| Vishria Bird Financial Group, LLC | 108,468 | $18.6M | 10.52% | −584−0.5% | Reduced |
| FinTrust Capital Advisors, LLC | 108,316 | $18.5M | 4.12% | −2,660−2.4% | Reduced |
| Community Financial Services Group, LLC | 108,211 | $18.5M | 4.67% | +108,211 | New |
| Altfest L J & Co Inc | 107,979 | $18.5M | 2.92% | +9,214+9.3% | Added |
| Brandywine Oak Private Wealth LLC | 107,652 | $18.4M | 2.19% | −899−0.8% | Reduced |
| Cedar Brook Financial Partners, LLC | 107,583 | $18.4M | 4.81% | −1,163−1.1% | Reduced |
| Atwater Malick LLC | 107,528 | $18.4M | 8.10% | −1,219−1.1% | Reduced |
| Facet Wealth, Inc. | 107,685 | $18.4M | 0.90% | +1,255+1.2% | Added |
| Financial Insights, Inc. | 107,350 | $18.3M | 6.55% | +14,463+15.6% | Added |
| Harrell Investment Partners, LLC | 105,239 | $18.3M | 6.23% | −11,276−9.7% | Reduced |
| Red Door Wealth Management, LLC | 106,720 | $18.3M | 4.57% | −8,460−7.3% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 106,578 | $18.2M | 3.13% | +87,578+460.9% | Added |
| Sage Mountain Advisors LLC | 106,357 | $18.2M | 2.50% | −1,815−1.7% | Reduced |
| Riverview Capital Advisers, LLC | 106,207 | $18.2M | 8.05% | +290.0% | Added |
| Rheos Capital Works Inc. | 106,200 | $18.2M | 1.09% | −65,000−38.0% | Reduced |
| Villere St Denis J & Co LLC | 106,093 | $18.2M | 1.55% | −2,235−2.1% | Reduced |
| 180 Wealth Advisors, LLC | 106,090 | $18.2M | 4.09% | +1,594+1.5% | Added |
| Oribel Capital Management, LP | 106,000 | $18.1M | 2.85% | −27,500−20.6% | Reduced |
| Crescent Grove Advisors, LLC | 105,999 | $18.1M | 2.26% | −520−0.5% | Reduced |
| Asset Dedication, LLC | 105,877 | $18.1M | 1.55% | +439+0.4% | Added |
| CloudAlpha Capital Management Limited/Hong Kong | 105,925 | $18.1M | 2.41% | +98,925+1,413.2% | Added |