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 |
|---|---|---|---|---|---|
| Tanager Wealth Management LLP | 96,209 | $16.5M | 3.42% | +10,352+12.1% | Added |
| Nelson Capital Management, LLC | 96,079 | $16.4M | 4.03% | −1,854−1.9% | Reduced |
| O'Dell Group, LLC | 96,063 | $16.4M | 5.01% | +291+0.3% | Added |
| Plante Moran Financial Advisors, LLC | 96,026 | $16.4M | 1.97% | −1,595−1.6% | Reduced |
| Optimum Investment Advisors | 96,010 | $16.4M | 8.42% | −2,099−2.1% | Reduced |
| Tamar Securities, LLC | 95,947 | $16.4M | 3.96% | −3,320−3.3% | Reduced |
| Mirador Capital Partners LP | 95,903 | $16.4M | 3.74% | −3,973−4.0% | Reduced |
| Udine Wealth Management, Inc. | 95,897 | $16.4M | 15.88% | +4,362+4.8% | Added |
| Farmers National Bank | 95,631 | $16.4M | 5.69% | +1,394+1.5% | Added |
| Red Lighthouse Investment Management, LLC | 95,560 | $16.4M | 7.70% | −150.0% | Reduced |
| Peak Planning Group, LLC | 95,558 | $16.4M | 12.81% | −448−0.5% | Reduced |
| Liberty Wealth Management LLC | 95,535 | $16.4M | 4.07% | −7,467−7.2% | Reduced |
| TTP Investments, Inc. | 95,503 | $16.4M | 10.78% | +297+0.3% | Added |
| Fusion Capital, LLC | 95,438 | $16.3M | 9.20% | −260−0.3% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 95,431 | $16.3M | 3.20% | −1,786−1.8% | Reduced |
| SOL Capital Management CO | 95,387 | $16.3M | 2.53% | −4,115−4.1% | Reduced |
| Jacobi Capital Management LLC | 95,326 | $16.3M | 1.84% | −301−0.3% | Reduced |
| Full Sail Capital, LLC | 95,170 | $16.3M | 1.41% | −94−0.1% | Reduced |
| Sunbelt Securities, Inc. | 95,143 | $16.3M | 2.25% | −3,972−4.0% | Reduced |
| AIMZ Investment Advisors, LLC | 95,028 | $16.3M | 7.24% | −153−0.2% | Reduced |
| NatWest Group plc | 94,911 | $16.2M | 8.47% | +3,362+3.7% | Added |
| MONECO Advisors, LLC | 94,856 | $16.2M | 4.41% | +2,671+2.9% | Added |
| Toth Financial Advisory Corp | 94,831 | $16.2M | 2.47% | −3,021−3.1% | Reduced |
| Patten Group, Inc. | 94,719 | $16.2M | 4.85% | −3,460−3.5% | Reduced |
| Leuthold Group, LLC | 94,707 | $16.2M | 2.27% | −1,746−1.8% | Reduced |
| Montag & Caldwell, LLC | 94,688 | $16.2M | 2.08% | −12,777−11.9% | Reduced |
| Walter & Keenan Financial Consulting Co | 94,661 | $16.2M | 6.32% | −1,548−1.6% | Reduced |
| Capital International Ltd | 94,336 | $16.2M | 0.93% | −8,447−8.2% | Reduced |
| Armstrong Advisory Group, Inc | 94,262 | $16.1M | 1.76% | −9,464−9.1% | Reduced |
| Twin Lakes Capital Management, LLC | 94,250 | $16.1M | 11.89% | +69+0.1% | Added |
| Titan Global Capital Management USA LLC | 94,067 | $16.1M | 3.93% | −1,872−2.0% | Reduced |
| Holderness Investments Co | 93,898 | $16.1M | 6.26% | +844+0.9% | Added |
| Werba Rubin Papier Wealth Management | 93,810 | $16.1M | 5.72% | −3,305−3.4% | Reduced |
| St. Clair Advisors, LLC | 93,646 | $16.0M | 6.32% | +1,818+2.0% | Added |
| Grandview Asset Management LLC | 93,638 | $16.0M | 9.20% | +93,638 | New |
| Westbourne Investment Advisors, Inc. | 93,605 | $16.0M | 7.37% | −3,365−3.5% | Reduced |
| First PREMIER Bank | 93,578 | $16.0M | 4.91% | −408−0.4% | Reduced |
| Bienville Capital Management, LLC | 93,492 | $16.0M | 5.07% | −729−0.8% | Reduced |
| Brave Asset Management Inc | 93,256 | $16.0M | 4.88% | −785−0.8% | Reduced |
| Managed Asset Portfolios, LLC | 93,093 | $15.9M | 2.44% | −1,714−1.8% | Reduced |
| Wright Investors Service Inc | 93,013 | $15.9M | 4.62% | −2,315−2.4% | Reduced |
| GAM Holding AG | 92,967 | $15.9M | 1.18% | −4,359−4.5% | Reduced |
| Kapstone Financial Advisors LLC | 92,939 | $15.9M | 14.33% | −1,523−1.6% | Reduced |
| Carolinas Wealth Consulting LLC | 93,082 | $15.9M | 3.96% | −9,266−9.1% | Reduced |
| Herold Advisors, Inc. | 92,767 | $15.9M | 4.83% | −1,306−1.4% | Reduced |
| Pegasus Asset Management, Inc. | 92,659 | $15.9M | 7.38% | −1,328−1.4% | Reduced |
| S.E.E.D. Planning Group LLC | 92,249 | $15.8M | 6.09% | −12,925−12.3% | Reduced |
| Merriman Wealth Management, LLC | 92,161 | $15.8M | 0.82% | −7,042−7.1% | Reduced |
| MCF Advisors LLC | 92,112 | $15.8M | 1.42% | −3,176−3.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 92,104 | $15.8M | 7.93% | +501+0.5% | Added |
| Salomon & Ludwin, LLC | 92,077 | $15.8M | 1.65% | −131−0.1% | Reduced |
| Advisor OS, LLC | 91,927 | $15.7M | 2.36% | +8,859+10.7% | Added |
| Asahi Life Asset Management Co., Ltd. | 91,902 | $15.7M | 5.42% | −1,625−1.7% | Reduced |
| Canvas Wealth Advisors, LLC | 90,931 | $15.7M | 6.46% | −601−0.7% | Reduced |
| Inlet Private Wealth, LLC | 91,781 | $15.7M | 5.17% | −35,197−27.7% | Reduced |
| Horan Capital Advisors, LLC. | 91,674 | $15.7M | 6.31% | −2,017−2.2% | Reduced |
| First Long Island Investors, LLC | 91,564 | $15.7M | 1.52% | −1,000−1.1% | Reduced |
| Hamel Associates, Inc. | 91,444 | $15.7M | 5.72% | −917−1.0% | Reduced |
| Clean Yield Group | 87,015 | $15.6M | 6.94% | +2,772+3.3% | Added |
| Cooper Creek Partners Management LLC | 91,340 | $15.6M | 0.95% | +29,323+47.3% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 91,309 | $15.6M | 9.51% | +605+0.7% | Added |
| Accurate Wealth Management, LLC | 88,140 | $15.6M | 4.90% | +6,526+8.0% | Added |
| Bill Few Associates, Inc. | 90,858 | $15.6M | 8.14% | +1,502+1.7% | Added |
| Act Two Investors LLC | 90,652 | $15.5M | 4.15% | −5,997−6.2% | Reduced |
| Guardian Capital Advisors LP | 86,272 | $15.5M | 1.74% | +1,356+1.6% | Added |
| Inscription Capital, LLC | 90,505 | $15.5M | 5.05% | −1,892−2.0% | Reduced |
| EagleClaw Capital Managment, LLC | 90,215 | $15.4M | 3.51% | +965+1.1% | Added |
| Farther Finance Advisors, LLC | 90,153 | $15.4M | 2.42% | +33,950+60.4% | Added |
| Wealth Effects LLC | 90,059 | $15.4M | 7.61% | −2,677−2.9% | Reduced |
| Bowie Capital Management, LLC | 90,000 | $15.4M | 2.02% | 00.0% | Unchanged |
| Change Path, LLC | 89,993 | $15.4M | 1.11% | −72,655−44.7% | Reduced |
| Bank of New Hampshire | 89,963 | $15.4M | 4.62% | −2,891−3.1% | Reduced |
| United Capital Management of KS, Inc. | 89,490 | $15.3M | 5.21% | −606−0.7% | Reduced |
| Heron Bay Capital Management | 89,420 | $15.3M | 4.12% | +1,866+2.1% | Added |
| PDS Planning, Inc | 89,112 | $15.3M | 1.97% | +654+0.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 89,085 | $15.3M | 2.51% | −436−0.5% | Reduced |
| O'Rourke & Company, Inc | 88,978 | $15.2M | 11.11% | −1,365−1.5% | Reduced |
| Puzo Michael J | 88,613 | $15.2M | 5.15% | −2,918−3.2% | Reduced |
| Guardian Wealth Advisors, LLC | 88,398 | $15.1M | 2.57% | −1,159−1.3% | Reduced |
| NBW Capital LLC | 88,068 | $15.1M | 3.69% | −197−0.2% | Reduced |
| Little House Capital LLC | 88,061 | $15.1M | 6.19% | +4,347+5.2% | Added |
| David R. Rahn & Associates Inc. | 87,770 | $15.0M | 7.67% | −3,070−3.4% | Reduced |
| Nomura Holdings Inc | 87,748 | $15.0M | 0.16% | +75,573+620.7% | Added |
| London & Capital Asset Management Ltd | 87,619 | $15.0M | 1.37% | −6,324−6.7% | Reduced |
| Onyx Bridge Wealth Group LLC | 87,596 | $15.0M | 3.51% | +502+0.6% | Added |
| Retirement Planning Group | 87,558 | $15.0M | 1.59% | +1,353+1.6% | Added |
| Ausdal Financial Partners, Inc. | 87,545 | $15.0M | 2.06% | −2,367−2.6% | Reduced |
| Family Management Corp | 87,418 | $15.0M | 3.44% | +5,226+6.4% | Added |
| BCJ Capital Management, LLC | 87,397 | $15.0M | 1.37% | −17,640−16.8% | Reduced |
| Zuckerman Investment Group, LLC | 87,364 | $15.0M | 2.14% | −4,608−5.0% | Reduced |
| Quadrature Capital Ltd | 87,351 | $15.0M | 0.31% | −528,691−85.8% | Reduced |
| Raab & Moskowitz Asset Management LLC | 87,156 | $14.9M | 5.26% | −2,564−2.9% | Reduced |
| Osher Van de Voorde Investment Management | 87,008 | $14.9M | 3.73% | +277+0.3% | Added |
| Atlas Wealth LLC | 86,927 | $14.9M | 2.78% | −30.0% | Reduced |
| Chatham Capital Group, Inc. | 86,713 | $14.8M | 3.31% | −2,386−2.7% | Reduced |
| Traphagen Investment Advisors LLC | 86,707 | $14.8M | 1.88% | −2,457−2.8% | Reduced |
| Humankind Investments LLC | 86,556 | $14.8M | 6.16% | +30.0% | Added |
| Strategic Wealth Partners, Ltd. | 86,366 | $14.8M | 1.95% | +2,120+2.5% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 86,274 | $14.8M | 1.95% | −933−1.1% | Reduced |
| Field & Main Bank | 86,259 | $14.8M | 6.92% | +3,549+4.3% | Added |