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 |
|---|---|---|---|---|---|
| Financial Management Network Inc | 63,799 | $11.1M | 3.67% | −593−0.9% | Reduced |
| Sound Income Strategies, LLC | 64,685 | $11.1M | 0.94% | −222−0.3% | Reduced |
| Montgomery Investment Management Inc | 64,580 | $11.1M | 3.81% | −590−0.9% | Reduced |
| Towercrest Capital Management | 64,555 | $11.1M | 2.15% | −804−1.2% | Reduced |
| Independence Bank of Kentucky | 64,551 | $11.1M | 4.67% | −1,290−2.0% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 64,146 | $11.0M | 3.08% | −2,369−3.6% | Reduced |
| Soundwatch Capital LLC | 64,062 | $11.0M | 2.36% | +5,931+10.2% | Added |
| Cable Hill Partners, LLC | 64,022 | $11.0M | 1.48% | +1,912+3.1% | Added |
| Northwest Investment Counselors, LLC | 63,937 | $10.9M | 3.06% | +419+0.7% | Added |
| Independent Solutions Wealth Management, LLC | 63,827 | $10.9M | 3.01% | −1,660−2.5% | Reduced |
| Hudson Value Partners, LLC | 63,824 | $10.9M | 5.74% | −72−0.1% | Reduced |
| GDS Wealth Management | 63,809 | $10.9M | 1.72% | +3,325+5.5% | Added |
| Ashburton (Jersey) Ltd | 56,274 | $10.9M | 5.31% | 00.0% | Unchanged |
| Zweig-DiMenna Associates LLC | 63,700 | $10.9M | 1.31% | +46,150+263.0% | Added |
| SRS Capital Advisors, Inc. | 63,652 | $10.9M | 1.36% | −1,278−2.0% | Reduced |
| L2 Asset Management, LLC | 556 | $10.9M | 5.23% | −58,912−99.1% | Reduced |
| Olistico Wealth, LLC | 63,576 | $10.9M | 9.73% | +932+1.5% | Added |
| Perpetual Ltd | 63,557 | $10.9M | 0.11% | −12,354−16.3% | Reduced |
| St. Johns Investment Management Company, LLC | 63,498 | $10.9M | 6.20% | +1,628+2.6% | Added |
| McAdam, LLC | 63,456 | $10.9M | 0.89% | +1,851+3.0% | Added |
| Once Capital Management, LLC | 63,450 | $10.9M | 10.33% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 63,421 | $10.9M | 8.07% | −2,082−3.2% | Reduced |
| McGinn Investment Management, Inc. | 63,420 | $10.9M | 8.55% | −3,818−5.7% | Reduced |
| Lederer & Associates Investment Counsel | 63,317 | $10.8M | 8.61% | −667−1.0% | Reduced |
| Index Fund Advisors, Inc. | 63,313 | $10.8M | 0.72% | +3,078+5.1% | Added |
| Flynn Zito Capital Management, LLC | 63,286 | $10.8M | 7.60% | +1,096+1.8% | Added |
| Revolve Wealth Partners, LLC | 63,267 | $10.8M | 2.51% | +2,307+3.8% | Added |
| American Trust | 63,264 | $10.8M | 0.84% | −4,611−6.8% | Reduced |
| Peoples Financial Services Corp. | 63,198 | $10.8M | 5.10% | +40+0.1% | Added |
| Blue Edge Capital, LLC | 63,146 | $10.8M | 2.27% | −200.0% | Reduced |
| Capital Insight Partners, LLC | 63,139 | $10.8M | 2.46% | +1,755+2.9% | Added |
| Credential Qtrade Securities Inc. | 63,061 | $10.8M | 0.72% | −7,217−10.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 62,955 | $10.8M | 4.35% | +20,911+49.7% | Added |
| Strategy Asset Managers LLC | 62,912 | $10.8M | 2.82% | +1,144+1.9% | Added |
| All Terrain Financial Advisors, LLC | 62,885 | $10.8M | 5.45% | −1,958−3.0% | Reduced |
| Arbor Investment Advisors, LLC | 62,783 | $10.7M | 1.88% | −837−1.3% | Reduced |
| Fortis Capital Advisors, LLC | 62,688 | $10.7M | 6.88% | −3,027−4.6% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 62,679 | $10.7M | 11.20% | −818−1.3% | Reduced |
| Summit Global Investments | 62,644 | $10.7M | 0.71% | +2,107+3.5% | Added |
| Wimmer Associates 1, LLC | 62,536 | $10.7M | 6.68% | +146+0.2% | Added |
| Vanguard Capital Wealth Advisors | 62,470 | $10.7M | 9.91% | +1,148+1.9% | Added |
| Platte River Wealth Advisors, LLC | 62,407 | $10.7M | 3.91% | +697+1.1% | Added |
| Quantum Financial Advisors, LLC | 62,358 | $10.7M | 3.14% | +1,174+1.9% | Added |
| Hartford Financial Management Inc. | 62,346 | $10.7M | 2.73% | −88−0.1% | Reduced |
| Poehling Capital Management, LLC | 62,309 | $10.7M | 3.73% | +728+1.2% | Added |
| Twin Focus Capital Partners, LLC | 62,301 | $10.7M | 2.40% | −18,925−23.3% | Reduced |
| Tenere Capital LLC | 62,270 | $10.7M | 4.10% | +25,700+70.3% | Added |
| Keel Point, LLC | 62,234 | $10.7M | 1.46% | −944−1.5% | Reduced |
| Alpha Family Trust | 62,160 | $10.6M | 8.10% | −2,260−3.5% | Reduced |
| KPP Advisory Services LLC | 62,060 | $10.6M | 3.51% | +62,060 | New |
| Strait & Sound Wealth Management LLC | 62,025 | $10.6M | 9.11% | +2,967+5.0% | Added |
| Old Point Trust & Financial Services N A | 61,930 | $10.6M | 4.79% | −248−0.4% | Reduced |
| Peninsula Wealth, LLC | 61,263 | $10.6M | 2.48% | −2,392−3.8% | Reduced |
| High Net Worth Advisory Group LLC | 61,899 | $10.6M | 4.25% | −134−0.2% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 59,236 | $10.6M | 7.62% | −3,152−5.1% | Reduced |
| Sculati Wealth Management, LLC | 61,670 | $10.6M | 5.40% | +220+0.4% | Added |
| O'Brien Greene & Co. Inc | 61,520 | $10.5M | 3.85% | −2,030−3.2% | Reduced |
| Muhlenkamp & Co Inc | 61,484 | $10.5M | 3.63% | +1,114+1.8% | Added |
| Northwest Capital Management Inc | 61,429 | $10.5M | 4.06% | +304+0.5% | Added |
| Beacon Financial Group | 55,975 | $10.5M | 1.49% | −1,169−2.0% | Reduced |
| WNY Asset Management, LLC | 61,311 | $10.5M | 2.05% | +365+0.6% | Added |
| Jarislowsky, Fraser Ltd | 61,291 | $10.5M | 0.07% | −779−1.3% | Reduced |
| WFA of San Diego, LLC | 61,277 | $10.5M | 10.85% | −1,636−2.6% | Reduced |
| Chronos Wealth Management, LLC | 61,164 | $10.5M | 7.33% | −183−0.3% | Reduced |
| Advocate Group LLC | 61,129 | $10.5M | 2.43% | −2,738−4.3% | Reduced |
| Verde Servicos Internacionais S.A. | 61,071 | $10.5M | 4.07% | +61,071 | New |
| Everhart Financial Group, Inc. | 61,044 | $10.5M | 4.43% | −5,455−8.2% | Reduced |
| Port Capital LLC | 61,043 | $10.5M | 0.65% | +262+0.4% | Added |
| Drive Wealth Management, LLC | 60,967 | $10.4M | 3.81% | −5,088−7.7% | Reduced |
| Buckhead Capital Management LLC | 60,944 | $10.4M | 4.34% | −50,374−45.3% | Reduced |
| Garden State Investment Advisory Services LLC | 60,847 | $10.4M | 4.85% | +433+0.7% | Added |
| Wambolt & Associates, LLC | 128,363 | $10.4M | 3.77% | +8,925+7.5% | Added |
| Roman Butler Fullerton & Co | 58,020 | $10.4M | 4.90% | −247−0.4% | Reduced |
| DeDora Capital, Inc. | 60,549 | $10.4M | 4.08% | −124−0.2% | Reduced |
| Compton Wealth Advisory Group, LLC | 60,435 | $10.3M | 3.55% | −834−1.4% | Reduced |
| Western Pacific Wealth Management, LP | 60,422 | $10.3M | 8.49% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 60,350 | $10.3M | 4.82% | −249−0.4% | Reduced |
| Grace & Mercy Foundation, Inc. | 60,300 | $10.3M | 3.13% | +10,000+19.9% | Added |
| Oak Hill Wealth Advisors, LLC | 60,259 | $10.3M | 3.98% | −599−1.0% | Reduced |
| Sage Rhino Capital LLC | 60,227 | $10.3M | 2.90% | −636−1.0% | Reduced |
| WealthBridge Capital Management, LLC | 60,217 | $10.3M | 4.26% | +172+0.3% | Added |
| Morse Asset Management, Inc | 60,209 | $10.3M | 3.26% | −1,583−2.6% | Reduced |
| McLean Asset Management Corp | 57,773 | $10.3M | 4.22% | +55+0.1% | Added |
| Brick & Kyle, Associates | 60,142 | $10.3M | 5.46% | −343−0.6% | Reduced |
| Naviter Wealth, LLC | 60,000 | $10.3M | 2.48% | +184+0.3% | Added |
| Titleist Asset Management, LLC | 59,976 | $10.3M | 2.11% | +1,295+2.2% | Added |
| Bellevue Asset Management, LLC | 59,962 | $10.3M | 6.90% | −1,075−1.8% | Reduced |
| Willow Creek Wealth Management Inc. | 59,850 | $10.2M | 1.53% | −4,576−7.1% | Reduced |
| Northside Capital Management, LLC | 59,810 | $10.2M | 2.36% | +40.0% | Added |
| NWK Group, Inc. | 59,788 | $10.2M | 6.28% | −1,145−1.9% | Reduced |
| Inspirion Wealth Advisors, LLC | 59,716 | $10.2M | 1.99% | +387+0.7% | Added |
| Brown Capital Management LLC | 59,692 | $10.2M | 0.16% | −225−0.4% | Reduced |
| Coston, McIsaac & Partners | 59,662 | $10.2M | 3.87% | +1,165+2.0% | Added |
| WealthShield Partners, LLC | 59,591 | $10.2M | 1.54% | +311+0.5% | Added |
| Silverlake Wealth Management LLC | 59,582 | $10.2M | 5.73% | +4,190+7.6% | Added |
| Wealth Management Partners, LLC | 59,528 | $10.2M | 6.36% | −1,192−2.0% | Reduced |
| TLW Wealth Management, LLC | 59,462 | $10.2M | 7.74% | −95−0.2% | Reduced |
| Harbor Advisory Corp | 59,417 | $10.2M | 3.69% | −2,789−4.5% | Reduced |
| Audent Global Asset Management, LLC | 59,410 | $10.2M | 11.69% | +34,394+137.5% | Added |
| Strategic Advocates LLC | 59,353 | $10.2M | 4.78% | +59,353 | New |