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 |
|---|---|---|---|---|---|
| Anchor Capital Advisors LLC | 86,205 | $14.8M | 0.41% | −26,870−23.8% | Reduced |
| Mezzasalma Advisors, LLC | 86,170 | $14.8M | 9.10% | +1,149+1.4% | Added |
| SFE Investment Counsel | 86,123 | $14.7M | 4.29% | −2,183−2.5% | Reduced |
| DF Dent & Co Inc | 86,047 | $14.7M | 0.22% | −7,468−8.0% | Reduced |
| Investment Research & Advisory Group, Inc. | 85,973 | $14.7M | 8.43% | −198−0.2% | Reduced |
| General Partner, Inc. | 85,000 | $14.7M | 13.12% | −4,497−5.0% | Reduced |
| Private Capital Management LLC | 85,743 | $14.7M | 4.24% | +860+1.0% | Added |
| Mattern Capital Management, LLC | 85,650 | $14.7M | 2.37% | +2,526+3.0% | Added |
| Balboa Wealth Partners | 85,581 | $14.7M | 5.50% | −4,994−5.5% | Reduced |
| Neumann Capital Management, LLC | 85,569 | $14.7M | 6.39% | −3,253−3.7% | Reduced |
| Jackson Hole Capital Partners, LLC | 85,367 | $14.6M | 4.28% | −854−1.0% | Reduced |
| Sentry Investment Management LLC | 85,338 | $14.6M | 7.00% | −7,119−7.7% | Reduced |
| RVW Wealth, LLC | 85,185 | $14.6M | 1.76% | −248−0.3% | Reduced |
| Duncker Streett & Co Inc | 85,116 | $14.6M | 3.39% | −458−0.5% | Reduced |
| Doheny Asset Management | 84,783 | $14.5M | 14.07% | −5,055−5.6% | Reduced |
| Blume Capital Management, Inc. | 84,666 | $14.5M | 4.31% | −1,405−1.6% | Reduced |
| Pecaut & Co. | 84,633 | $14.5M | 6.07% | −1,884−2.2% | Reduced |
| Foster Dykema Cabot & Co Inc | 84,619 | $14.5M | 1.75% | −1,100−1.3% | Reduced |
| Green Harvest Asset Management LLC | 84,601 | $14.5M | 0.53% | +4,200+5.2% | Added |
| Financial Engines Advisors L.L.C. | 84,595 | $14.5M | 0.04% | −11,609−12.1% | Reduced |
| Kozak & Associates, Inc. | 81,549 | $14.5M | 5.30% | +29,966+58.1% | Added |
| Stoneridge Investment Partners LLC | 84,502 | $14.5M | 6.83% | +2,183+2.7% | Added |
| Acropolis Investment Management, LLC | 84,487 | $14.5M | 1.12% | +3,253+4.0% | Added |
| MV Capital Management, Inc. | 84,471 | $14.5M | 1.93% | +1,939+2.3% | Added |
| Baker Tilly Wealth Management, LLC | 84,437 | $14.5M | 2.38% | −42,273−33.4% | Reduced |
| Pensionfund Sabic | 84,280 | $14.4M | 5.07% | −1,000−1.2% | Reduced |
| Consolidated Investment Group LLC | 84,084 | $14.4M | 2.78% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 83,961 | $14.4M | 7.71% | +543+0.7% | Added |
| Tsai Capital Corp | 83,939 | $14.4M | 13.73% | −11,229−11.8% | Reduced |
| Iowa State Bank | 83,882 | $14.4M | 3.73% | +353+0.4% | Added |
| Day & Ennis, LLC | 83,752 | $14.3M | 5.34% | +83,752 | New |
| Great Lakes Retirement, Inc. | 83,688 | $14.3M | 2.58% | +4,418+5.6% | Added |
| Kingfisher Capital LLC | 83,330 | $14.3M | 3.88% | −79−0.1% | Reduced |
| Live Oak Private Wealth LLC | 83,239 | $14.3M | 3.03% | −6,364−7.1% | Reduced |
| Catalyst Financial Partners LLC | 83,214 | $14.2M | 4.60% | +20,027+31.7% | Added |
| LexAurum Advisors, LLC | 83,177 | $14.2M | 4.16% | +2,150+2.7% | Added |
| Riverbridge Partners LLC | 83,089 | $14.2M | 0.19% | −315−0.4% | Reduced |
| Silverleafe Capital Partners, LLC | 82,993 | $14.2M | 7.26% | +2,265+2.8% | Added |
| Bedel Financial Consulting, Inc. | 82,919 | $14.2M | 2.87% | +814+1.0% | Added |
| Bedel Financial Consulting Inc | 82,919 | $14.2M | 2.87% | +82,919 | New |
| Keebeck Wealth Management, LLC | 82,899 | $14.2M | 2.47% | +1,728+2.1% | Added |
| Alpha Omega Wealth Management LLC | 82,831 | $14.2M | 2.45% | −2,797−3.3% | Reduced |
| Roberts Glore & Co Inc | 82,800 | $14.2M | 4.68% | −1,897−2.2% | Reduced |
| Pegasus Partners Ltd. | 82,706 | $14.2M | 1.99% | −65−0.1% | Reduced |
| Garda Capital Partners LP | 82,583 | $14.1M | 8.98% | +82,583 | New |
| First Heartland Consultants, Inc. | 82,475 | $14.1M | 1.78% | −4,288−4.9% | Reduced |
| Hikari Tsushin, Inc. | 82,424 | $14.1M | 1.37% | −11,731−12.5% | Reduced |
| Allen Capital Group, LLC | 81,159 | $14.1M | 2.60% | +1,444+1.8% | Added |
| PEAK6 Investments LLC | 82,277 | $14.1M | 0.69% | +82,274+2,742,466.7% | Added |
| Lipe & Dalton | 82,138 | $14.1M | 8.46% | −526−0.6% | Reduced |
| Isthmus Partners, LLC | 82,086 | $14.1M | 2.03% | −977−1.2% | Reduced |
| Howard Financial Services, Ltd. | 82,046 | $14.0M | 3.22% | +7,152+9.5% | Added |
| Founders Capital Management, LLC | 82,043 | $14.0M | 3.19% | −2,606−3.1% | Reduced |
| Essex Investment Management Co LLC | 81,978 | $14.0M | 2.29% | −1,846−2.2% | Reduced |
| Citizens Business Bank | 81,969 | $14.0M | 3.30% | −3,609−4.2% | Reduced |
| Gyroscope Capital Management Group, LLC | 81,887 | $14.0M | 3.22% | −2,128−2.5% | Reduced |
| Personal Cfo Solutions, LLC | 81,593 | $14.0M | 2.76% | −2,068−2.5% | Reduced |
| TFG Advisers LLC | 81,542 | $14.0M | 6.56% | +512+0.6% | Added |
| Breakwater Capital Group | 80,129 | $13.9M | 4.80% | +7,839+10.8% | Added |
| Comerica Securities,inc. | 81,416 | $13.9M | 1.16% | −32,740−28.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 81,232 | $13.9M | 1.22% | −2,938−3.5% | Reduced |
| Fort Point Capital Partners LLC | 81,230 | $13.9M | 2.26% | −1,870−2.3% | Reduced |
| Fermata Advisors, LLC | 81,174 | $13.9M | 3.91% | +70,308+647.0% | Added |
| Fernwood Investment Management, LLC | 81,858 | $13.9M | 5.00% | −2,223−2.6% | Reduced |
| Wills Financial Group, Inc. | 81,118 | $13.9M | 7.51% | −1,026−1.2% | Reduced |
| Strategic Investment Advisors | 81,076 | $13.9M | 2.29% | −1,043−1.3% | Reduced |
| Knightsbridge Asset Management, LLC | 80,735 | $13.9M | 4.37% | −1,943−2.4% | Reduced |
| Moseley Investment Management Inc | 81,005 | $13.9M | 8.29% | +464+0.6% | Added |
| Allied Investment Advisors, LLC | 80,994 | $13.9M | 4.15% | −721−0.9% | Reduced |
| Clark Asset Management, LLC | 80,760 | $13.8M | 5.95% | −107−0.1% | Reduced |
| UMA Financial Services, Inc. | 76,927 | $13.8M | 3.54% | −3,686−4.6% | Reduced |
| Diligent Investors, LLC | 80,210 | $13.7M | 4.19% | +99+0.1% | Added |
| Sweeney & Michel, LLC | 74,768 | $13.7M | 7.16% | −560−0.7% | Reduced |
| Financial Network Wealth Management LLC | 78,679 | $13.7M | 6.67% | +1,055+1.4% | Added |
| Radnor Capital Management, LLC | 79,814 | $13.7M | 2.72% | +79,814 | New |
| Lineweaver Wealth Advisors, LLC | 79,663 | $13.6M | 3.97% | +5,450+7.3% | Added |
| Centurion Wealth Management LLC | 79,583 | $13.6M | 6.67% | +163+0.2% | Added |
| GPM Growth Investors, Inc. | 79,502 | $13.6M | 7.11% | −2,778−3.4% | Reduced |
| Banyan Capital Management, Inc. | 79,445 | $13.6M | 8.84% | −8,725−9.9% | Reduced |
| Vicus Capital | 79,399 | $13.6M | 1.42% | +4,394+5.9% | Added |
| SS&H Financial Advisors, Inc. | 79,363 | $13.6M | 6.36% | +79,363 | New |
| Tilt Investment Management Holdings, PBC | 79,259 | $13.6M | 9.69% | 00.0% | Unchanged |
| Financial Advisory Group | 78,866 | $13.5M | 2.78% | −2,503−3.1% | Reduced |
| Cohen Lawrence B | 78,781 | $13.5M | 9.10% | −2,574−3.2% | Reduced |
| Wealth Management Associates, Inc. | 78,743 | $13.5M | 7.87% | +405+0.5% | Added |
| Mosaic Family Wealth Partners, LLC | 78,688 | $13.5M | 2.70% | −833−1.0% | Reduced |
| Trybe Capital Management LP | 78,650 | $13.5M | 7.52% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 78,519 | $13.4M | 2.79% | −969−1.2% | Reduced |
| Greystone Financial Group, LLC | 78,488 | $13.4M | 3.35% | +3,648+4.9% | Added |
| Strategic Financial Services, Inc, | 78,448 | $13.4M | 1.05% | −2,190−2.7% | Reduced |
| First National Corp | 78,441 | $13.4M | 3.61% | +385+0.5% | Added |
| Avalon Global Asset Management LLC | 78,420 | $13.4M | 6.51% | −2,500−3.1% | Reduced |
| Wescott Financial Advisory Group, LLC | 78,327 | $13.4M | 2.45% | −5,588−6.7% | Reduced |
| Capital Counsel LLC | 78,239 | $13.4M | 0.75% | −3,739−4.6% | Reduced |
| Relyea Zuckerberg Hanson LLC | 78,238 | $13.4M | 3.06% | +9,101+13.2% | Added |
| EFG Asset Management (Americas) Corp. | 78,160 | $13.4M | 3.21% | −714−0.9% | Reduced |
| Keystone Wealth Services, LLC | 78,075 | $13.4M | 5.08% | +1,700+2.2% | Added |
| Cardinal Capital Management | 78,056 | $13.4M | 2.72% | +2,395+3.2% | Added |
| Goldstream Capital Management Ltd | 78,020 | $13.4M | 10.77% | −24,174−23.7% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 78,010 | $13.4M | 2.87% | +5,870+8.1% | Added |