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 11 sales; 6,152 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 | 6,152 | $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 |
|---|---|---|---|---|---|
| Advisory Research Inc | 70,569 | $12.1M | 1.68% | −761−1.1% | Reduced |
| Solstein Capital, LLC | 70,532 | $12.1M | 10.38% | 00.0% | Unchanged |
| NVWM, LLC | 70,502 | $12.1M | 3.94% | +7,816+12.5% | Added |
| Capstone Triton Financial Group, LLC | 70,412 | $12.1M | 8.81% | −1,070−1.5% | Reduced |
| Georgetown University | 70,387 | $12.1M | 4.36% | +94+0.1% | Added |
| Leisure Capital Management | 70,347 | $12.0M | 6.92% | −902−1.3% | Reduced |
| Fortitude Advisory Group L.L.C. | 70,197 | $12.0M | 8.13% | +637+0.9% | Added |
| Manhattan West Asset Management, LLC | 69,465 | $12.0M | 3.70% | +3,934+6.0% | Added |
| F/M Investments LLC | 70,338 | $12.0M | 8.96% | −10,903−13.4% | Reduced |
| Mycio Wealth Partners, LLC | 70,097 | $12.0M | 3.59% | +8,716+14.2% | Added |
| Legacy Financial Advisors, Inc. | 70,002 | $12.0M | 2.40% | +1,346+2.0% | Added |
| Matthew 25 Management Corp | 70,000 | $12.0M | 4.56% | 00.0% | Unchanged |
| Armstrong Henry H Associates Inc | 69,963 | $12.0M | 1.37% | +140.0% | Added |
| Roberts Wealth Advisors, LLC | 67,013 | $12.0M | 5.27% | +636+1.0% | Added |
| KRS Capital Management, LLC | 69,825 | $12.0M | 12.74% | +94+0.1% | Added |
| Old Second National Bank of Aurora | 69,817 | $12.0M | 3.64% | −2,297−3.2% | Reduced |
| Cahill Financial Advisors Inc | 69,742 | $11.9M | 1.98% | −2,083−2.9% | Reduced |
| Lattice Capital Management, LLC | 69,734 | $11.9M | 14.45% | +37,700+117.7% | Added |
| Tiemann Investment Advisors, LLC | 69,671 | $11.9M | 6.38% | −2,475−3.4% | Reduced |
| Greenfield Savings Bank | 69,550 | $11.9M | 7.48% | −546−0.8% | Reduced |
| Roof Eidam & Maycock | 69,501 | $11.9M | 3.92% | −234−0.3% | Reduced |
| Monarch Capital Management Inc | 69,489 | $11.9M | 3.82% | −933−1.3% | Reduced |
| Shulman DeMeo Asset Management LLC | 69,479 | $11.9M | 3.97% | −414−0.6% | Reduced |
| Global Financial Private Client, LLC | 68,411 | $11.9M | 6.14% | −176−0.3% | Reduced |
| FLC Capital Advisors | 69,365 | $11.9M | 3.60% | −57−0.1% | Reduced |
| Consolidated Planning Corp | 69,350 | $11.9M | 2.63% | −697−1.0% | Reduced |
| Capital Market Strategies LLC | 68,851 | $11.9M | 11.84% | −1,500−2.1% | Reduced |
| Jupiter Wealth Management LLC | 63,661 | $11.9M | 7.69% | +2,512+4.1% | Added |
| Intelligence Driven Advisers, LLC | 68,230 | $11.8M | 2.10% | −573−0.8% | Reduced |
| IMS Capital Management | 69,177 | $11.8M | 7.07% | −384−0.6% | Reduced |
| EULAV Asset Management | 69,010 | $11.8M | 0.43% | −2,990−4.2% | Reduced |
| Indiana Trust & Investment Management CO | 68,957 | $11.8M | 5.96% | −1,374−2.0% | Reduced |
| Baldwin Investment Management, LLC | 68,930 | $11.8M | 1.97% | −497−0.7% | Reduced |
| LJI Wealth Management, LLC | 68,921 | $11.8M | 3.40% | +1,495+2.2% | Added |
| Keudell/Morrison Wealth Management | 68,898 | $11.8M | 3.60% | −225−0.3% | Reduced |
| Partners Capital Investment Group, LLP | 68,825 | $11.8M | 0.28% | +8,781+14.6% | Added |
| KG&L Capital Management,LLC | 68,689 | $11.8M | 5.68% | +1,997+3.0% | Added |
| Charter Oak Capital Management, LLC | 68,680 | $11.8M | 1.56% | +52+0.1% | Added |
| Centric Wealth Management | 68,608 | $11.7M | 4.91% | −1,289−1.8% | Reduced |
| American Trust Investment Advisors, LLC | 68,595 | $11.7M | 6.48% | +269+0.4% | Added |
| Kesler, Norman & Wride, LLC | 68,590 | $11.7M | 2.95% | −1,079−1.5% | Reduced |
| Austin Private Wealth, LLC | 68,490 | $11.7M | 1.70% | +12,062+21.4% | Added |
| Oak Harbor Wealth Partners, LLC | 68,474 | $11.7M | 4.17% | −672−1.0% | Reduced |
| Mechanics Financial Corp | 68,410 | $11.7M | 6.44% | −580−0.8% | Reduced |
| Atlantic Trust, LLC | 68,366 | $11.7M | 3.85% | +3,189+4.9% | Added |
| Highlander Capital Management, LLC | 68,189 | $11.7M | 4.59% | +7,570+12.5% | Added |
| Stolper Co | 68,155 | $11.7M | 5.06% | +340.0% | Added |
| WealthTrust Axiom LLC | 68,078 | $11.7M | 4.19% | −24,515−26.5% | Reduced |
| WBH Advisory Inc | 67,950 | $11.6M | 1.43% | −2,807−4.0% | Reduced |
| Golden Green, Inc. | 67,918 | $11.6M | 12.17% | −278−0.4% | Reduced |
| Evermay Wealth Management LLC | 67,888 | $11.6M | 2.38% | −3,202−4.5% | Reduced |
| Delta Investment Management, LLC | 67,822 | $11.6M | 3.22% | +416+0.6% | Added |
| Consilium Wealth Advisory, LLC | 67,757 | $11.6M | 8.12% | +799+1.2% | Added |
| Advisory Alpha, LLC | 67,720 | $11.6M | 0.60% | −4,471−6.2% | Reduced |
| Ervin Investment Management, LLC | 67,426 | $11.5M | 9.68% | −2,940−4.2% | Reduced |
| Gibraltar Capital Management, Inc. | 67,390 | $11.5M | 5.12% | −7,483−10.0% | Reduced |
| Baystate Wealth Management LLC | 67,360 | $11.5M | 0.95% | +3,429+5.4% | Added |
| Hexagon Capital Partners LLC | 67,188 | $11.5M | 3.01% | +1,023+1.5% | Added |
| AlphaCore Capital LLC | 67,086 | $11.5M | 1.81% | −4,492−6.3% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 66,934 | $11.5M | 2.68% | −10,295−13.3% | Reduced |
| Carmel Capital Management L.L.C. | 66,914 | $11.5M | 6.49% | +160+0.2% | Added |
| Bay Rivers Group | 66,899 | $11.5M | 8.81% | +809+1.2% | Added |
| Apella Capital, LLC | 66,869 | $11.4M | 0.81% | +147+0.2% | Added |
| Iyo Bank, Ltd. | 66,690 | $11.4M | 6.22% | 00.0% | Unchanged |
| Bank Ozk | 66,586 | $11.4M | 6.26% | −6,291−8.6% | Reduced |
| Woodward Diversified Capital, LLC | 66,580 | $11.4M | 8.21% | +41+0.1% | Added |
| Optas, LLC | 66,509 | $11.4M | 3.79% | +3,708+5.9% | Added |
| Graybill Bartz & Assoc Ltd | 66,345 | $11.4M | 5.54% | −190.0% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 66,324 | $11.4M | 1.09% | +66,324 | New |
| Hodges Capital Management Inc. | 66,223 | $11.3M | 1.35% | −13,173−16.6% | Reduced |
| M. Kulyk & Associates, LLC | 66,145 | $11.3M | 3.15% | −2,726−4.0% | Reduced |
| Cladis Investment Advisory, LLC | 66,096 | $11.3M | 9.91% | +1,845+2.9% | Added |
| Finer Wealth Management, Inc. | 66,084 | $11.3M | 9.05% | +1,086+1.7% | Added |
| Spotlight Asset Group, Inc. | 66,038 | $11.3M | 10.26% | 00.0% | Unchanged |
| Mount Vernon Associates Inc | 66,012 | $11.3M | 12.50% | −510−0.8% | Reduced |
| Coastal Bridge Advisors, LLC | 65,973 | $11.3M | 3.03% | +1,004+1.5% | Added |
| Kaizen Financial Strategies | 65,958 | $11.3M | 9.55% | −1,748−2.6% | Reduced |
| Bryant Woods Investment Advisors, LLC | 65,869 | $11.3M | 8.20% | +3,676+5.9% | Added |
| Wall Street Access Asset Management, LLC | 65,830 | $11.3M | 5.78% | −8,794−11.8% | Reduced |
| N.E.W. Advisory Services LLC | 65,745 | $11.3M | 1.60% | +12,471+23.4% | Added |
| 1623 Capital LLC | 65,732 | $11.3M | 7.37% | +120+0.2% | Added |
| Kennedy Investment Group | 65,564 | $11.2M | 6.75% | +2,165+3.4% | Added |
| Iron Financial, LLC | 65,563 | $11.2M | 6.52% | −36−0.1% | Reduced |
| Torray LLC | 65,541 | $11.2M | 1.98% | +972+1.5% | Added |
| Gardner Lewis Asset Management L P | 65,491 | $11.2M | 4.09% | −1,175−1.8% | Reduced |
| Financial Perspectives, Inc | 65,484 | $11.2M | 5.13% | −117−0.2% | Reduced |
| Bray Capital Advisors | 65,308 | $11.2M | 3.41% | +548+0.8% | Added |
| Bridge Creek Capital Management LLC | 65,235 | $11.2M | 4.24% | −765−1.2% | Reduced |
| Horizon Wealth Management, LLC | 65,196 | $11.2M | 4.48% | +2,962+4.8% | Added |
| Spring Capital Management, LLC | 65,176 | $11.2M | 9.39% | −89−0.1% | Reduced |
| Newman Dignan & Sheerar, Inc. | 65,098 | $11.1M | 3.66% | −1,952−2.9% | Reduced |
| Gables Capital Management Inc. | 65,016 | $11.1M | 7.75% | −766−1.2% | Reduced |
| VeraBank, N.A. | 64,990 | $11.1M | 4.27% | −58−0.1% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 64,867 | $11.1M | 1.45% | −1,437−2.2% | Reduced |
| Truepoint, Inc. | 64,849 | $11.1M | 0.36% | +17,471+36.9% | Added |
| Dudley Capital Management, LLC | 64,834 | $11.1M | 7.79% | −1,618−2.4% | Reduced |
| Providence Capital Advisors, LLC | 64,830 | $11.1M | 2.91% | +75+0.1% | Added |
| Wealth Dimensions Group, Ltd. | 64,828 | $11.1M | 4.03% | +638+1.0% | Added |
| Pflug Koory, LLC | 64,795 | $11.1M | 6.41% | −410−0.6% | Reduced |
| Chemung Canal Trust Co | 64,794 | $11.1M | 2.55% | −697−1.1% | Reduced |