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; 6,151 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 | 6,151 | $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 | 4,404 | $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 |
|---|---|---|---|---|---|
| Capital Planning Advisors, LLC | 105,675 | $18.1M | 3.78% | −494−0.5% | Reduced |
| NFJ Investment Group, LLC | 105,605 | $18.1M | 0.53% | −77,033−42.2% | Reduced |
| Cadinha & Co LLC | 105,571 | $18.1M | 4.00% | −37,583−26.3% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 105,508 | $18.1M | 1.60% | −14,196−11.9% | Reduced |
| ProVise Management Group, LLC | 105,268 | $18.0M | 1.68% | +2,164+2.1% | Added |
| Synergy Financial Management, LLC | 105,175 | $18.0M | 3.57% | +19,261+22.4% | Added |
| WESPAC Advisors SoCal, LLC | 105,174 | $18.0M | 6.08% | +1,500+1.4% | Added |
| Syon Capital LLC | 105,021 | $18.0M | 2.24% | +105,021 | New |
| Bremer Bank National Association | 104,965 | $18.0M | 3.56% | +155+0.1% | Added |
| Northstar Asset Management Inc | 104,951 | $18.0M | 5.75% | −1,275−1.2% | Reduced |
| Key Financial Inc | 104,797 | $17.9M | 6.05% | −1,800−1.7% | Reduced |
| Decatur Capital Management, Inc. | 104,722 | $17.9M | 12.95% | 00.0% | Unchanged |
| DCM Advisors, LLC | 104,431 | $17.9M | 8.08% | −3,583−3.3% | Reduced |
| WoodTrust Financial Corp | 104,343 | $17.9M | 3.42% | +98+0.1% | Added |
| Insight Advisors, LLC | 104,304 | $17.9M | 4.09% | −1,369−1.3% | Reduced |
| Horiko Capital Management LLC | 104,250 | $17.8M | 9.87% | +2,647+2.6% | Added |
| Essex Savings Bank | 104,142 | $17.8M | 6.02% | −515−0.5% | Reduced |
| Atlas Private Wealth Advisors | 103,997 | $17.8M | 3.37% | +9,033+9.5% | Added |
| Hall Private Wealth Advisors | 103,933 | $17.8M | 11.96% | +25,009+31.7% | Added |
| Meridian Wealth Advisors, LLC | 103,763 | $17.8M | 4.44% | +1,201+1.2% | Added |
| Ipswich Investment Management Co., Inc. | 103,569 | $17.7M | 4.84% | −460−0.4% | Reduced |
| Perkins Coie Trust Co | 103,401 | $17.7M | 5.00% | −4,652−4.3% | Reduced |
| One River Asset Management, LLC | 103,778 | $17.7M | 8.24% | +103,778 | New |
| McCollum Christoferson Group LLC | 103,093 | $17.7M | 5.43% | −3,274−3.1% | Reduced |
| Westwood Management Corp | 103,092 | $17.6M | 2.54% | +4,210+4.3% | Added |
| Covenant Asset Management, LLC | 103,037 | $17.6M | 5.44% | +148+0.1% | Added |
| Thames Capital Management LLC | 102,964 | $17.6M | 10.07% | −19,557−16.0% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 102,413 | $17.5M | 1.63% | +220.0% | Added |
| Weil Company, Inc. | 102,271 | $17.5M | 8.70% | −1,708−1.6% | Reduced |
| Jeppson Wealth Management, LLC | 101,976 | $17.5M | 8.00% | −3,274−3.1% | Reduced |
| Picton Mahoney Asset Management | 101,945 | $17.5M | 0.81% | −4,690−4.4% | Reduced |
| Frisch Financial Group, Inc. | 101,892 | $17.4M | 7.08% | +101,892 | New |
| MBL Wealth, LLC | 101,883 | $17.4M | 2.46% | +418+0.4% | Added |
| Rbo & Co LLC | 101,820 | $17.4M | 3.17% | −2,417−2.3% | Reduced |
| Grandfield & Dodd, LLC | 101,790 | $17.4M | 1.28% | −467−0.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 101,726 | $17.4M | 0.16% | −179,947−63.9% | Reduced |
| First Interstate Bank | 101,599 | $17.4M | 1.50% | −3,998−3.8% | Reduced |
| Capital Financial Planning, LLC | 101,538 | $17.4M | 7.02% | +2,647+2.7% | Added |
| Central Bank & Trust Co | 101,453 | $17.4M | 3.02% | −3,066−2.9% | Reduced |
| Creative Financial Designs Inc | 101,338 | $17.4M | 2.02% | −3,104−3.0% | Reduced |
| Angeles Wealth Management, LLC | 101,295 | $17.3M | 2.45% | +10,060+11.0% | Added |
| Asset Management Group, Inc. | 101,248 | $17.3M | 3.81% | −336−0.3% | Reduced |
| FRG Family Wealth Advisors LLC | 101,233 | $17.3M | 3.92% | −2,805−2.7% | Reduced |
| GFG Capital, LLC | 101,149 | $17.3M | 5.62% | −895−0.9% | Reduced |
| GSG Advisors LLC | 101,116 | $17.3M | 8.45% | +101,116 | New |
| Armstrong, Fleming & Moore, Inc | 100,869 | $17.3M | 16.74% | −1,972−1.9% | Reduced |
| Parkside Investments, LLC | 100,836 | $17.3M | 3.17% | +37,421+59.0% | Added |
| Paragon Capital Management LLC | 100,825 | $17.3M | 10.15% | −703−0.7% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 100,822 | $17.3M | 4.75% | +49,641+97.0% | Added |
| SkyOak Wealth, LLC | 100,766 | $17.3M | 5.04% | −321−0.3% | Reduced |
| BFSG, LLC | 100,707 | $17.2M | 2.80% | −7,526−7.0% | Reduced |
| Hamilton Point Investment Advisors, LLC | 100,687 | $17.2M | 4.26% | +1,420+1.4% | Added |
| Aries Wealth Management | 96,386 | $17.2M | 6.74% | +1,521+1.6% | Added |
| Miramar Capital, LLC | 100,390 | $17.2M | 4.67% | −3,421−3.3% | Reduced |
| Taylor Hoffman Wealth Management | 100,319 | $17.2M | 8.85% | −89−0.1% | Reduced |
| Westhampton Capital, LLC | 100,168 | $17.1M | 11.04% | −3,200−3.1% | Reduced |
| Ellevest, Inc. | 100,137 | $17.1M | 1.32% | −19,050−16.0% | Reduced |
| Ridgecrest Wealth Partners, LLC | 100,057 | $17.1M | 12.02% | +752+0.8% | Added |
| MJP Associates Inc | 100,051 | $17.1M | 5.01% | +2,892+3.0% | Added |
| Guyasuta Investment Advisors Inc | 99,887 | $17.1M | 1.32% | −446−0.4% | Reduced |
| Connecticut Wealth Management, LLC | 99,840 | $17.1M | 1.17% | +23,635+31.0% | Added |
| Ellis Investment Partners, LLC | 99,757 | $17.1M | 4.39% | −250−0.2% | Reduced |
| Hendley & Co Inc | 99,537 | $17.0M | 6.87% | −157−0.2% | Reduced |
| Liberty Capital Management, Inc. | 99,526 | $17.0M | 5.03% | −2,271−2.2% | Reduced |
| Capital City Trust Co | 99,404 | $17.0M | 5.63% | −5,329−5.1% | Reduced |
| Adams Asset Advisors, LLC | 99,373 | $17.0M | 2.28% | +5,052+5.4% | Added |
| BSW Wealth Partners | 99,326 | $17.0M | 3.78% | +5,614+6.0% | Added |
| Larson Financial Group LLC | 99,319 | $17.0M | 1.67% | +13,138+15.2% | Added |
| Stockman Wealth Management, Inc. | 99,180 | $17.0M | 3.74% | −1,580−1.6% | Reduced |
| Norris Perne & French LLP | 99,152 | $17.0M | 1.48% | −1,637−1.6% | Reduced |
| Rappaport Reiches Capital Management, LLC | 98,943 | $16.9M | 7.14% | +517+0.5% | Added |
| Berkshire Bank | 98,903 | $16.9M | 4.87% | +198+0.2% | Added |
| Schubert & Co | 98,854 | $16.9M | 17.25% | −1,769−1.8% | Reduced |
| Legacy Capital Group California, Inc. | 98,807 | $16.9M | 7.26% | −121−0.1% | Reduced |
| Harbor Island Capital LLC | 98,738 | $16.9M | 9.77% | −2,914−2.9% | Reduced |
| Gradient Capital Advisors, LLC | 98,588 | $16.9M | 7.06% | −3,693−3.6% | Reduced |
| Sterneck Capital Management, LLC | 98,378 | $16.8M | 11.25% | −2,449−2.4% | Reduced |
| C2C Wealth Management, LLC | 97,390 | $16.8M | 2.39% | +440.0% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 98,336 | $16.8M | 1.23% | −561−0.6% | Reduced |
| Proficio Capital Partners LLC | 98,295 | $16.8M | 2.24% | −2,492−2.5% | Reduced |
| EPG Wealth Management LLC | 97,948 | $16.8M | 5.06% | +2,717+2.9% | Added |
| Mayflower Financial Advisors, LLC | 102,532 | $16.8M | 2.51% | −1,430−1.4% | Reduced |
| Eos Management, L.P. | 97,891 | $16.8M | 7.86% | 00.0% | Unchanged |
| Rench Wealth Management, Inc. | 97,800 | $16.7M | 7.69% | −855−0.9% | Reduced |
| Marks Group Wealth Management, Inc | 97,794 | $16.7M | 2.07% | −399−0.4% | Reduced |
| RFP Financial Group LLC | 97,736 | $16.7M | 7.36% | −3,420−3.4% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 97,413 | $16.7M | 4.01% | +9,915+11.3% | Added |
| Renaissance Investment Group LLC | 97,379 | $16.7M | 4.65% | −2,568−2.6% | Reduced |
| HFR Wealth Management, LLC | 97,347 | $16.7M | 4.88% | −2,228−2.2% | Reduced |
| Focused Wealth Management, Inc | 97,295 | $16.7M | 2.94% | −457−0.5% | Reduced |
| Zions Bancorporation, N.A. | 97,043 | $16.6M | 1.46% | −2,640−2.6% | Reduced |
| Nwi Management LP | 97,000 | $16.6M | 2.89% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 96,892 | $16.6M | 1.60% | +7,576+8.5% | Added |
| Carroll Investors, Inc | 96,777 | $16.6M | 14.69% | −329−0.3% | Reduced |
| Marcum Wealth, LLC | 96,608 | $16.5M | 1.99% | −11,624−10.7% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 96,558 | $16.5M | 0.53% | +7,753+8.7% | Added |
| Stonebridge Capital Management Inc | 96,538 | $16.5M | 9.03% | −8,650−8.2% | Reduced |
| Carmichael Hill & Associates, Inc. | 96,430 | $16.5M | 8.10% | −608−0.6% | Reduced |
| Cypress Capital Management LLC (WY) | 96,408 | $16.5M | 19.40% | −2,540−2.6% | Reduced |
| Westside Investment Management, Inc. | 96,280 | $16.5M | 4.75% | −210.0% | Reduced |