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 |
|---|---|---|---|---|---|
| Satovsky Asset Management LLC | 59,341 | $10.2M | 3.44% | +1,395+2.4% | Added |
| Core Wealth Partners LLC | 59,334 | $10.2M | 9.23% | +8,791+17.4% | Added |
| Cubist Systematic Strategies, LLC | 59,308 | $10.2M | 0.13% | +55,508+1,460.7% | Added |
| Castle Rock Wealth Management, LLC | 57,333 | $10.1M | 3.41% | −1,761−3.0% | Reduced |
| Alaethes Wealth LLC | 59,160 | $10.1M | 5.55% | −287−0.5% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 58,863 | $10.1M | 0.75% | −49,230−45.5% | Reduced |
| SYSTM Wealth Solutions LLC | 59,052 | $10.1M | 1.55% | −8,489−12.6% | Reduced |
| Investment Advisory Services Inc | 58,927 | $10.1M | 4.34% | +184+0.3% | Added |
| Somerset Trust Co | 58,810 | $10.1M | 4.59% | −3,173−5.1% | Reduced |
| First Community Trust NA | 58,765 | $10.1M | 11.51% | −490−0.8% | Reduced |
| Hall Laurie J Trustee | 58,727 | $10.1M | 4.28% | −825−1.4% | Reduced |
| Thomas Story & Son LLC | 58,602 | $10.0M | 4.89% | −5,310−8.3% | Reduced |
| CWS Financial Advisors, LLC | 58,518 | $10.0M | 4.02% | −490−0.8% | Reduced |
| Citizens & Northern Corp | 58,488 | $10.0M | 4.02% | −580−1.0% | Reduced |
| BIP Wealth, LLC | 58,475 | $10.0M | 0.92% | −10,568−15.3% | Reduced |
| Legato Capital Management LLC | 58,413 | $10.0M | 1.45% | −1,692−2.8% | Reduced |
| Lincoln Capital LLC | 58,407 | $10.0M | 2.62% | +484+0.8% | Added |
| Marathon Capital Management | 58,361 | $9.99M | 2.51% | −863−1.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 58,316 | $9.98M | 4.66% | −1,074−1.8% | Reduced |
| Owen LaRue, LLC | 58,294 | $9.98M | 10.98% | −10,250−15.0% | Reduced |
| Sterling Investment Counsel, LLC | 58,220 | $9.97M | 5.71% | −11,595−16.6% | Reduced |
| Darwin Advisors, LLC | 58,200 | $9.96M | 2.68% | −9,295−13.8% | Reduced |
| Yoder Wealth Management, Inc. | 58,177 | $9.96M | 8.22% | −1,476−2.5% | Reduced |
| DMG Group, LLC | 58,144 | $9.95M | 10.08% | −5,051−8.0% | Reduced |
| Abbot Financial Management, Inc. | 58,144 | $9.95M | 6.69% | −928−1.6% | Reduced |
| Channel Wealth LLC | 58,129 | $9.95M | 5.57% | +3,546+6.5% | Added |
| CoreFirst Bank & Trust | 58,100 | $9.95M | 7.06% | −9,396−13.9% | Reduced |
| Tyler-Stone Wealth Management | 58,056 | $9.94M | 5.68% | −423−0.7% | Reduced |
| Capital Advantage, Inc. | 57,928 | $9.92M | 2.13% | −2,090−3.5% | Reduced |
| Vectors Research Management, LLC | 57,880 | $9.91M | 3.21% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 57,864 | $9.91M | 1.42% | +967+1.7% | Added |
| V Wealth Advisors LLC | 57,848 | $9.90M | 8.01% | −147,276−71.8% | Reduced |
| KLCM Advisors, Inc. | 57,828 | $9.90M | 1.86% | −135−0.2% | Reduced |
| Texas Capital Bancshares Inc | 57,788 | $9.89M | 5.47% | −4,046−6.5% | Reduced |
| Lee Johnson Capital Management, LLC | 57,754 | $9.89M | 9.35% | −561−1.0% | Reduced |
| Trail Ridge Investment Advisors, LLC | 57,730 | $9.88M | 6.72% | −222−0.4% | Reduced |
| Columbia Trust Co 01012016 | 57,710 | $9.88M | 5.73% | +1,599+2.8% | Added |
| SJS Investment Consulting Inc. | 57,643 | $9.87M | 2.48% | +1,446+2.6% | Added |
| Icon Wealth Partners, LLC | 57,566 | $9.86M | 1.12% | −16,883−22.7% | Reduced |
| Lafayette Investments, Inc. | 57,558 | $9.85M | 2.69% | −440−0.8% | Reduced |
| Provenance Wealth Advisors, LLC | 57,491 | $9.84M | 1.59% | +57,491 | New |
| Global Endowment Management, LP | 57,465 | $9.84M | 1.05% | +47,300+465.3% | Added |
| Fairfield Financial Advisors, LTD | 57,437 | $9.83M | 4.14% | −1,219−2.1% | Reduced |
| Waddell & Associates, LLC | 57,366 | $9.82M | 1.44% | +1,113+2.0% | Added |
| Eastover Investment Advisors LLC | 57,861 | $9.82M | 5.90% | +52+0.1% | Added |
| ICA Group Wealth Management, LLC | 57,203 | $9.82M | 2.76% | +699+1.2% | Added |
| Connable Office Inc | 57,296 | $9.81M | 1.35% | +3,009+5.5% | Added |
| Eagle Ridge Investment Management | 57,183 | $9.79M | 1.07% | −1,688−2.9% | Reduced |
| Delta Asset Management LLC | 57,162 | $9.79M | 1.02% | +251+0.4% | Added |
| REDW Wealth LLC | 57,113 | $9.78M | 3.01% | −1,421−2.4% | Reduced |
| Excalibur Management Corp | 57,104 | $9.78M | 5.08% | +275+0.5% | Added |
| Orion Capital Management LLC | 57,063 | $9.77M | 6.36% | −5,451−8.7% | Reduced |
| Fortis Group Advisors, LLC | 59,081 | $9.77M | 2.99% | +4,269+7.8% | Added |
| City State Bank | 57,055 | $9.77M | 5.38% | −2,459−4.1% | Reduced |
| Eagle Capital Management, LLC | 57,025 | $9.76M | 5.37% | −598−1.0% | Reduced |
| Sterling Financial Group, Inc. | 56,998 | $9.76M | 6.13% | −420−0.7% | Reduced |
| Navellier & Associates Inc | 56,931 | $9.75M | 1.67% | +36,206+174.7% | Added |
| Clay Northam Wealth Management, LLC | 56,761 | $9.72M | 9.65% | −166−0.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 56,694 | $9.71M | 5.37% | −8,969−13.7% | Reduced |
| Alkeon Capital Management LLC | 56,627 | $9.70M | 0.06% | 00.0% | Unchanged |
| Baxter Bros Inc | 56,627 | $9.70M | 1.47% | −1,343−2.3% | Reduced |
| First United Bank Trust | 56,625 | $9.69M | 4.51% | −1,174−2.0% | Reduced |
| Prosperity Financial Group, Inc. | 56,607 | $9.69M | 8.01% | +1,162+2.1% | Added |
| Boston Research & Management Inc | 56,594 | $9.69M | 2.86% | −696−1.2% | Reduced |
| Vivaldi Capital Management, LLC | 56,556 | $9.68M | 3.17% | −140−0.2% | Reduced |
| Alhambra Investment Partners LLC | 56,520 | $9.68M | 6.37% | −2,205−3.8% | Reduced |
| Walkner Condon Financial Advisors LLC | 56,507 | $9.67M | 2.56% | +446+0.8% | Added |
| Global Trust Asset Management, LLC | 56,347 | $9.65M | 4.60% | +47+0.1% | Added |
| Cherry Creek Investment Advisors, Inc. | 56,290 | $9.64M | 6.54% | −84−0.1% | Reduced |
| Archford Capital Strategies, LLC | 56,146 | $9.61M | 1.92% | +1,263+2.3% | Added |
| Financial Advisors Network, Inc. | 56,131 | $9.61M | 2.16% | +56,131 | New |
| Benson Investment Management Company, Inc. | 56,094 | $9.60M | 5.39% | −484−0.9% | Reduced |
| Merrion Investment Management Co, LLC | 56,086 | $9.60M | 8.31% | −630−1.1% | Reduced |
| Financial Security Advisor, Inc. | 55,969 | $9.58M | 4.40% | +55,969 | New |
| Strengthening Families & Communities, LLC | 55,938 | $9.58M | 4.14% | +1,694+3.1% | Added |
| Sugarloaf Wealth Management, LLC | 55,898 | $9.57M | 2.42% | −4,297−7.1% | Reduced |
| Private Portfolio Partners LLC | 55,785 | $9.55M | 2.47% | −1,107−1.9% | Reduced |
| White Pine Capital LLC | 55,754 | $9.55M | 3.83% | −555−1.0% | Reduced |
| Clarus Group, Inc. | 55,718 | $9.54M | 6.92% | +687+1.2% | Added |
| Meridian Investment Counsel Inc. | 55,686 | $9.53M | 3.57% | −2,572−4.4% | Reduced |
| Foster Victor Wealth Advisors, LLC | 53,715 | $9.53M | 1.11% | +28,671+114.5% | Added |
| Capital Performance Advisors LLP | 55,661 | $9.53M | 4.85% | −2,450−4.2% | Reduced |
| Rock Point Advisors, LLC | 55,658 | $9.53M | 3.30% | +2,397+4.5% | Added |
| Fullerton Fund Management Co Ltd. | 55,595 | $9.52M | 0.67% | −69,611−55.6% | Reduced |
| Evexia Wealth LLC | 55,624 | $9.52M | 4.82% | −296−0.5% | Reduced |
| Pacifica Partners Inc. | 54,399 | $9.52M | 5.18% | +2,380+4.6% | Added |
| Lincoln Capital Corp | 55,586 | $9.52M | 5.12% | +277+0.5% | Added |
| Allstate Corp | 55,517 | $9.51M | 0.56% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 55,515 | $9.50M | 5.43% | −470−0.8% | Reduced |
| Timber Creek Capital Management LLC | 55,503 | $9.50M | 3.43% | −645−1.1% | Reduced |
| Meritas Wealth Management, LLC | 55,450 | $9.49M | 7.27% | −2,122−3.7% | Reduced |
| NovaPoint Capital, LLC | 55,431 | $9.49M | 3.77% | −1,097−1.9% | Reduced |
| High Falls Advisors, Inc | 55,420 | $9.49M | 2.85% | +1,037+1.9% | Added |
| Trust Investment Advisors | 55,377 | $9.48M | 8.15% | −518−0.9% | Reduced |
| WealthBridge Investment Counsel Inc. | 55,299 | $9.47M | 4.13% | −923−1.6% | Reduced |
| McIlrath & Eck, LLC | 55,276 | $9.46M | 1.90% | −733−1.3% | Reduced |
| Amplius Wealth Advisors, LLC | 55,269 | $9.46M | 1.27% | −785−1.4% | Reduced |
| Zimmermann Investment Management & Planning LLC | 55,260 | $9.46M | 4.54% | −173−0.3% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 55,251 | $9.46M | 3.41% | +55,251 | New |
| Tradewinds, LLC. | 55,042 | $9.42M | 5.53% | −42−0.1% | Reduced |